Rubrics Morning Comment 20.09.24
20th September 2024
• BOJ Holds for Now While Mulling Timing of Next Rate Hike • BOE Vows Gradual Approach to Easing With Vote to Hold Rates (1) • US Existing-Home Sales Slide to Lowest Level Since October • Summers Sees Fed Rate Projections Upended, Higher Mortgage Rates more
Rubrics Morning Comment 19.09.24
19th September 2024
• Fed Opts for Outsize Cut as Powell Seeks to Ensure Soft Landing • Traders Bet on More Easing as Fed Opts for Half-Point Rate Cut • Fed Opens Up Policy Space Around the World Without Feeding Panic • BOE Set to Refrain From Second Straight Rate Cut: Decision Guide more
Rubrics Morning Comment 16.09.24
16th September 2024
• Trump Safe After Secret Service Foils Assassination Attempt (2) • Gunfire at Trump Golf Club Latest Jolt in Chaotic 2024 Campaign • Dollar Slides Near Lowest Since January on Large Fed Cut Bets • Yen Strengthens Beyond 140 Per Dollar for First Time Since 2023 more
Rubrics Morning Comment 13.09.24
13th September 2024
• ECB Cuts Rates Again as Inflation Fades and Economy Stumbles (3) • Lagarde Offers No Help on Rate Cuts as ECB Waits for Answers • Trump Rules Out More Presidential Debates With Harris (1) • US Producer Prices Pick Up Slightly After Downward Revisions (1) more
Rubrics Morning Comment 12.09.24
12th September 2024
• Core US Inflation Picks Up, Damping Odds of Outsize Fed Cut • Bond Market’s Bet on a Half-Point Fed Cut This Month Is Over • ECB to Cut Rates But Stay Guarded on Path Beyond: Decision Guide • Morgan Stanley Sees Euro Sliding 7% on Risk of Big ECB Cuts (1) more
Rubrics Morning Comment 11.09.24
11th September 2024
• US CPI to Show Another Muted Rise as Fed Debates Rate-Cut Size • Harris Has Trump On Defense in Sharp-Elbowed Presidential Debate • Taylor Swift Endorses Harris for President After Debate (2) • Traders Still See at Least Two Jumbo Fed Cuts Coming Soon more
Rubrics Morning Comment 10.09.24
10th September 2024
• US Consumer Borrowing Rises $25.5 Billion, Most Since Late 2022 • Biggest US Bank Capital Hike Chopped in Half in Latest Plan (1) • US Inflation Expectations Stabilize, Delinquency Concerns Grow • Draghi’s Call for Joint EU Bonds Hits Wall of German Opposition more
Rubrics Morning Comment 09.09.24
9th September 2024
• US Hiring Comes Up Short in Possible Warning Sign for Fed (1) • Risk-On Momentum in Stocks Succumbs to Mounting Growth Worries • The Bond Market Rally Rides on How Fast the Fed Will Cut Rates • ECB Is Poised to Cut Again in Warm-Up Act for the Fed: Eco Week more
Rubrics Morning Comment 06.09.24
6th September 2024
• US Jobs Report May Show Hiring Bounce, Decide Size of Fed Cut • Wall Street’s Big Bet on Jumbo Fed Cuts Hangs on Jobs Report (1) • US Companies Add Fewest Number of Jobs Since 2021, ADP Data Show • Macron Names Former Brexit Czar Barnier as France’s Premier (2) more
Rubrics Morning Comment 05.09.24
5th September 2024
• US Job Openings Decline to Lowest Level Since January 2021 • US Yield Curve Disinverts as Soft Labor Data Fuels Fed Cut Bets • Fed’s Beige Book Shows Stagnant, Declining US Economic Activity • Bank of Canada Cuts to 4.25%, Eyes More Easing Ahead (2) more
