Rubrics Morning Comment 02.05.25
2nd May 2025
• US Manufacturing Activity Shrinks by the Most Since November • US Jobless Claims Jump on Spike in New York During Spring Recess • US Jobless Claims by Federal Employees Have Declined After Spike • Trump Plans Record $1.01 Trillion National Security Budget more
Rubrics Morning Comment 01.05.25
1st May 2025
• US Economy Contracts for First Time Since 2022 on Imports Surge • US Consumer Spending Jumps While Key Inflation Gauge Slows Down • US Treasury Looks to Revamp Buyback Program After Recent Tumult • US Firms Add 62,000 Jobs, Smallest Gain Since July in ADP Data more
Rubrics Morning Comment 30.04.25
30th April 2025
• Trump Signs Order to Prevent His Auto Tariffs From Stacking • Trump Says China to ‘Eat’ Tariffs, Reducing Consumer Impact • US Consumer Confidence Slumps to an Almost Five-Year Low • Record US Goods-Trade Deficit Implies Weaker First-Quarter GDP more
Rubrics Morning Comment 29.04.25
29th April 2025
• Tariff ‘Chaos’ Drags Key Dallas Fed Gauge to Worst Since 2020 • Trump to Offer Auto Tariffs Reprieve After Carmaker Appeals • Carney’s Liberals Win Narrow Victory in Canada’s Election • Spain Slowly Returning to Normal After Crippling Blackout more
Rubrics Morning Comment 28.04.25
28th April 2025
• US Economy Already Sputtering Before Trade Pain Hit: Eco Week • Economists Say Trade War Makes US Recession Almost a Coin Flip • Trump’s China Tariffs Set to Unleash Supply Shock on US Economy • Trump Floats New Income Tax Cut in Bid to Ease Tariffs Bite more
Rubrics Morning Comment 25.04.25
25th April 2025
• Trump Says US Talking With China on Trade After Beijing’s Denial • China May Exempt Some US Goods From Tariffs as Costs Rise • US Existing-Home Sales Fall by Most Since 2022 on Rates, Prices • US Capital Goods Orders Barely Rise Amid Caution Over Tariffs more
Rubrics Morning Comment 24.04.25
24th April 2025
• Growth in US Business Activity Is Weakest Since 2023 on Tariffs • Trump U-Turns on Powell, China Follow Dire Economic Warnings • US Officials Mull Easing Tariffs Targeting the Auto Industry • Trade Worries Dominate Fed’s Beige Book, Activity Little Changed more
Rubrics Morning Comment 23.04.25
23rd April 2025
• Trump Says He Has No Intention of Firing Fed Chief Powell • Trump Floats Cutting China Tariffs ‘Substantially’ in Trade Deal • IMF Slashes Global Growth Forecast, Says Downside Risks Dominate • ECB’s Inflation Job Is ‘Nearing Completion,’ Lagarde Tells CNBC more
Rubrics Morning Comment 22.04.25
22nd April 2025
• Trump, Upping Pressure on Powell, Again Calls for Rate Cuts • Markets Are Discovering the Real Trump Trade Is ‘Sell America’ • Walmart, Target Executives Meet Trump as Tariff Fear Spreads • US Imposes Tariffs Up to 3,521% on Southeast Asia Solar Imports more
Rubrics Morning Comment 17.04.25
17th April 2025
• Fed’s Powell Says Strong Labor Market Depends on Price Stability • US Retail Sales Jump by Most in Two Years on Car-Buying Rush • Bank of Canada Holds at 2.75%, Seeks More Clarity on Tariffs • ECB to Cut Rates Again as Tariffs Imperil Growth: Decision Guide more
