Rubrics Morning Comment 16.04.25
16th April 2025
• Trump Launches Critical Minerals Probe to Weigh New Tariffs • Trump Presses China to Make Tariff Offer to Calm Trade War • US Economy to Lose Billions as Foreign Tourists Stay Away • Strong China GDP Growth Fails to Stem Calls for Urgent Stimulus more
Rubrics Morning Comment 15.04.25
15th April 2025
• Trump Initiates Chips and Drug Probes Ahead of More Tariffs • Trump Floats Temporary Reprieve for Autos as Parts Tariffs Loom • Bond Rebound Relieves Markets Dazed by Week of Trade Turmoil • China Gets Worst 2025 Growth Forecast Yet With UBS Downgrade more
Rubrics Morning Comment 14.04.25
14th April 2025
• Trump Warns Tariffs Coming for Electronics After Reprieve • Dollar Drops to Fresh Lows for the Year as Tariff Saga Rolls On • US Producer Prices Unexpectedly Fall, Dragged Down by Energy • US Consumer Sentiment Extends Plunge as Price Expectations Soar more
Rubrics Morning Comment 11.04.25
11th April 2025
• Treasuries Suddenly Trade Like Risky Assets in Warning to Trump • Dollar Emerges as Latest Victim of This Week’s Markets Mayhem • Trump Sees ‘Transition Problems’ With China Tariffs at 145% • US Inflation Unexpectedly Slows Down Ahead of Tariffs Impact more
Rubrics Morning Comment 10.04.25
10th April 2025
• Trump Puts 90-Day Pause on Higher Tariffs, But Hikes China Rates • Bond Chaos, Deal Mania and Dimon: Inside Trump’s Tariff Reversal • US Tariffs Are Still at Historic High Even After Trump’s Pause • China Raises Tariffs on US Goods, Cautions Citizens on Travel more
Rubrics Morning Comment 09.04.25
9th April 2025
• Trump Tariffs Take Effect, Hiking Trade Levies to 100-Year High • Treasuries ‘Fire Sale’ Sends Long-Term Yields Soaring Worldwide • Fear of Next Big Basis-Trade Unwind Stoked by US Yield Surge • China Engineers Orderly Yuan Drop as Trade War Threatens Growth more
Rubrics Morning Comment 08.04.25
8th April 2025
• Trump Keeps Investors on Edge With Clashing Tariff Comments • Trump Team Mulls Exporter Tax Credit as Tariff Counterweight • Market Chaos Puts Wall Street on Alert for Funding Strains • China Vows ‘Fight to the End’ on Tariffs as It Props Up Markets more
Rubrics Morning Comment 03.04.25
3rd April 2025
• Trump Tariffs Everyone, With China and Europe Vowing Retaliation • From Friend to Foe, Trump Shows Little Mercy in New Tariff Blitz • US Emerges as Biggest Loser in Markets From Trump’s Tariffs • Fear Grips Markets as Trump Tariffs Raise Risks to Global Growth more
Rubrics Morning Comment 01.04.25
1st April 2025
• Trump to Unveil Country-Based Tariffs April 2 in Rose Garden • Trump’s Tariffs Set to Make History and Break System He Loathes • Le Pen Election Ban Threatens Fragile Peace in French Politics • RBA’s Bullock Is Coy on May After Pausing Ahead of Trump Tariffs more
Rubrics Morning Comment 28.03.25
28th March 2025
• US PREVIEW: Inflation Uptick to Justify Fed’s Rate Hold • Jobless Claims by US Federal Workers Fall Back to End-2024 Level • IMF Says US Economy Slowing But Doesn’t Forecast Recession • Fed’s Susan Collins Says Tariff Inflation Boost ‘Inevitable’ more