Rubrics Morning Comment 12.03.25
12th March 2025
• Trump’s Trade War Expands as Metal Tariffs Spur EU Retaliation • Trump Walks Back 50% Canada Tariff Threat, Downplays Recession • EU Targets €26 Billion of US Products in Tariff Retaliation • Growing Fears of Corporate Defaults Hit US Credit Markets more
Rubrics Morning Comment 10.03.25
10th March 2025
• Trump Says US Economy Faces ‘Transition,’ Avoids Recession Call • US Job Market Softens With Higher Unemployment, Moderate Hiring • US Inflation Set to Stay Sticky as Tariff Risks Loom: Eco Week • Mark Carney Wins Canada Liberal Race, Will Succeed Trudeau more
Rubrics Morning Comment 07.03.25
7th March 2025
• ECB Cuts Again and Signals Easing Phase Is Nearing Its End • EU Backs German Push to Look at Easing Fiscal Rules for Defense • Trump Delays Canada, Mexico Tariffs for Goods Under Trade Pact • US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs more
Rubrics Morning Comment 06.03.25
6th March 2025
• German Debt Has Worst Day Since Aftermath of Berlin Wall’s Fall • Germany’s ‘Whatever It Takes’ Moment Powers European Markets • US Services Expand at Faster Pace on Robust Employment Growth • Trump to Delay Canada, Mexico Tariffs on Autos for One Month more
Rubrics Morning Comment 05.03.25
5th March 2025
Trump Warns of Tariff ‘Disturbance’ as He Touts Trade Plans (3) Trump Calls for End to $52 Billion Chips Act Subsidy Program (2) Germany Abandons Fiscal Shackles to Transform Europe’s Defenses EU Proposes €150 Billion in New Loans for European Defense (1) more
Rubrics Morning Comment 04.03.25
4th March 2025
• Trump Escalates Global Trade War, Sparking Tit-for-Tat Tariffs • US Manufacturing Activity Nears Stagnation While Prices Jump • Bond Yields Jump as Defense Promises Ripple Around the World • China Hits Back at Trump by Targeting Farm Goods, Defense Firms more
Rubrics Morning Comment 03.03.25
3rd March 2025
• Trump Heads Toward Tariff Barrage on Canada, Mexico, China (1) • US Spending Drops in Cold Weather, Inflation Gauge Offers Relief • US Merchandise Trade Deficit Widens to Record on Import Surge • ECB Rate Cuts Enter Final Stretch With Divisions Widening more
Rubrics Morning Comment 28.02.25
28th February 2025
• Trump to Hike China Tariff, Hit Canada and Mexico on March 4 (1) • Dollar Soars as Latest Vow of US Tariffs Hits Loonie and Peso • US Initial Jobless Claims Hit Highest of 2025 as DC Layoffs Jump • French Inflation Hits Four-Year Low as ECB Cuts Interest Rates more
Rubrics Morning Comment 27.02.25
27th February 2025
• Trump Deepens Murkiness Around Global Tariffs Timing, Scope • Treasury Investors Anticipate Fed Shift Back to Growth Risks • American Workers Cite Growing Fear of Layoffs, Fed Survey Shows • China Plans Bank Capital Injections of at Least $55 Billion more
Rubrics Morning Comment 26.02.25
26th February 2025
• Treasury Yields Slide to 2025 Low as Economic Red Flags Pile Up • US Consumer Confidence Drops by Most Since 2021 on Outlook • Tax Cut Chances Rise as House Passes Budget Targeting Safety Net • Logan Favors Short-Term Assets When Fed Purchases Resume more
