Rubrics Morning Comment 27.03.25
27th March 2025
• Trump Hits Auto Imports With 25% Tariff Starting Next Week • Trump Floats More Tariffs on EU, Canada If They Work Against US • US Business Equipment Orders Fall for First Time in Four Months • Reeves Unveils £14 Billion Repair Job After UK Growth Downgraded more
Rubrics Morning Comment 26.03.25
26th March 2025
• Reeves Touts £2 Billion for Homes to Soften Blow of Budget Cuts • German Business Optimism Grows After Merz’s Spending Push • US Consumer Confidence Tumbles Again to Lowest Since Early 2021 • US New-Home Sales Rise Slightly Following Weather-Related Plunge more
Rubrics Morning Comment 25.03.25
25th March 2025
US Factory Activity Slips as Materials Costs Rise on Tariffs Unsold Spec Homes Offered at Deals Pose Potential Economic Drag Euro-Zone Private Sector Picks Up as Germany Fuels Recovery (1) UK PMI Hits Six-Month High in Early Sign of Economic Turnaround more
Rubrics Morning Comment 24.03.25
24th March 2025
• Trump Plans His Tariff ‘Liberation Day’ With More Targeted Push • ‘Don’t Fight Bessent’s Treasury’ Is New Mantra in US Bond Market • Germany’s Landmark Spending Bill Wins Final Lawmaker Backing • France Said to Float Using Most Powerful EU Trade Tool on US more
Rubrics Morning Comment 21.03.25
21st March 2025
• Central Bankers Move Slowly Through Fog of Trump’s Trade Wars • Bailey Urges BOE Caution as Trump Tariffs Ramp Up Uncertainty • SNB Shows Reluctance to Cut Again After Rate Hits 2 1/2-Year Low • Sweden’s Riksbank Holds Rate Steady and Says Easing Is Over more
Rubrics Morning Comment 20.03.25
20th March 2025
• Fed Holds Rates Steady, Sees Slower Growth and Higher Inflation • Fed to Slow Balance-Sheet Runoff Pace Amid US Debt-Cap Impasse • Powell Downplays Growing Risks, Sees Tariff Impact as Transitory • Trump Says Fed Should Cut Rates as Tariff Push Heats Up more
Rubrics Morning Comment 19.03.25
19th March 2025
• Germany’s Landmark Spending Spree Wins Parliamentary Backing • New US Home Construction Rebounds After Storm-Ridden Month • US Factory Production Rises by Most in a Year on Auto Output • US PREVIEW: FOMC, Powell to Signal Don’t Count on ‘Fed Put’ more
Rubrics Morning Comment 18.03.25
18th March 2025
• Disappointing Retail Sales Add to Concerns About US Outlook • Direct Job Switches Near Four-Year Low in Sign of Weak US Market • German Party Heads See Support for Finance Package Before Vote • UK Axes Regulators, Targets Welfare in Economic Growth Drive more
Rubrics Morning Comment 14.03.25
14th March 2025
• Trump Vows 200% Tariff on EU Wine, Escalating Trade Tensions • US Producer Prices Stall While Details Suggest Firmer Fed Gauge • Schumer Retreats on Shutdown Threat, Enhancing Bill’s Prospects • UK Economy Shrinks in January in Fresh Setback for Starmer more
Rubrics Morning Comment 13.03.25
13th March 2025
• US Inflation Eases, Offering Some Relief Ahead of Tariffs • Trump Vows US Will Respond to Europe’s Metal Tariff Retaliation • Schumer Says Democrats Will Block GOP Plan to Avert Shutdown • US Budget Gap Hits Record $1.1 Trillion for Fiscal Year So Far more
