Rubrics Morning Comment 10.02.25
10th February 2025
• Charting the Global Economy: US Job Growth Cools, BOE Cuts Rates • Trump Unveils Plans for 25% Tariffs on Steel, Aluminum Imports • US Job Growth Slowed in January After 2024 Downward Revision • US Consumer Sentiment Drops to Seven-Month Low on Price Worries more
Rubrics Morning Comment 07.02.25
7th February 2025
• US PREVIEW: Jobs Report to Support Disinflation Narrative • US Initial Jobless Claims Pick Up, Still Near Pre-Covid Levels • Bessent Calms Markets by Leaving US Dollar, Debt Plans Intact • Bank of England Cuts Rates While Signaling Caution on Path more
Rubrics Morning Comment 06.02.25
6th February 2025
• World Inflation Is at Risk of Rekindling With Trump’s Trade War • US Services Gauge Cools as Pace of Orders Growth Retreats • US Trade Gap Ballooned Ahead of Trump Term, Tariff Promises • BOJ’s Tamura Calls for More Rate Hikes, Boosting Yen (1) more
Rubrics Morning Comment 05.02.25
5th February 2025
• US Job Openings Decline to 7.6 Million, Lowest Since September • French Premier Set to Survive No-Confidence Votes, Adopt Budget • Global Bond Demand Reaches Australia With Record-Breaking Sale • Japan Wages Grow Most Since 1997, Helping BOJ Rate Path and Yen more
Rubrics Morning Comment 04.02.25
4th February 2025
• Trump 10% Tariffs on China Set to Take Effect as Deadline Passes • Trump’s Canada, Mexico Border Deals Avert Trade War for Now • US Manufacturing Activity Expands for First Time Since 2022 • Euro-Zone Inflation Unexpectedly Quickens, Backing ECB Caution more
Rubrics Morning Comment 30.01.25
30th January 2025
• Powell Signals Fed on Hold as Trump Economic Policies Take Shape • Bond Traders Are Kept in Limbo After Powell Offers Few Clues • Bank of Canada Cuts and Drops Rate Guidance as Tariffs Loom (1) • ECB Cut All But Certain With Price Goal in View: Decision Guide more
Rubrics Morning Comment 29.01.25
29th January 2025
• Fed to Hold Rates Steady and Brace for Trump: Decision-Day Guide • Bets on Bigger Treasuries Rally Are Booming Before Fed Decision • Trump’s Tariffs Hindered US Growth Before, and Threaten to Again • Fed’s Balance-Sheet Plans Mystify Wall Street as Officials Meet more
Rubrics Morning Comment 28.01.25
28th January 2025
• Dollar Climbs as Trump Puts Tariff Threats Back on the Agenda • Trump Vows Tariffs ‘Much Bigger’ Than 2.5% and on Key Areas • US New-Home Sales Jump at End of 2024 to Post Second Annual Gain • Record Break-Even Rate May Embolden BOJ to Raise Rates Further more
Rubrics Morning Comment 27.01.25
27th January 2025
• US Business Activity Moderates as Growth in Services Cools • US Consumer Sentiment Declines for First Time in Six Months • US Existing-Home Sales Pick Up at End of Worst Year Since 1995 • Euro Zone’s Private Sector Unexpectedly Returns to Growth (2) more
Rubrics Morning Comment 23.01.25
23rd January 2025
• Record Share of Americans Pay Only Minimum on Credit Card Bills • One by One, World Leaders in Davos Fall in Line in Trump Era • BOJ to Forge Ahead With Biggest Rate Hike in 18 Years: Day Guide • Japan’s 2024 Trade Surplus With US Towers Over 2017-2020 Levels more
