Rubrics Morning Comment 04.09.24
4th September 2024
• Stocks Tumble Most Since August Selloff, Oil Slips: Markets Wrap • Banking’s Multi-Trillion-Dollar Weak Spot Faces Global Reckoning • Goldman Sees US GDP Hit From Trump Win, Boost If Democrats Sweep • Australia’s Economy Stays Subdued as Consumers Cut Spending (2) more
Rubrics Morning Comment 03.09.24
3rd September 2024
• Treacherous September Is Leaving Traders Everywhere on Edge (1) • Harris, Biden Team Up to Court Union Vote in Labor Day Blitz (2) • ECB Cuts to Get Trickier Once Key Interest Rate Approaches 3% • German Far-Left Leader Turns Power Broker After State Votes (2) more
Rubrics Morning Comment 02.09.24
2nd September 2024
• Fed Favored Inflation Gauge’s Mild Gain Sets Stage for Rate Cut • US Consumer Sentiment Rises for First Time in Five Months • Populists Surge in Germany’s Regional Votes, Humbling Scholz (1) • Euro-Zone Inflation Slumps to 3-Year Low, Backing Rate Cut (3) more
Rubrics Morning Comment 30.08.24
30th August 2024
• Treasuries Head for Longest Monthly Winning Streak Since 2021 • Dollar Eyes 2024’s Biggest Monthly Loss as Fed Signals Cut (1) • US Economy Expands at Revised 3% Rate on Resilient Consumer • US Pending Home Sales Gauge Drops to Lowest on Record more
Rubrics Morning Comment 29.08.24
29th August 2024
• Fed’s Bostic Wants More Data to Confirm Need to Cut Next Month • Spanish Inflation Cools to One-Year Low as ECB Set to Cut Rates • European Car Sales Stagnate as EV Demand Plummets in Germany • Japanese Funds Are Set to Buy Most Foreign Bonds Since 2007 (1) more
Rubrics Morning Comment 28.08.24
28th August 2024
• US Consumer Confidence Rises on Views of Economy, Inflation • Trump Special Counsel Presses Ahead With 2020 Election Case (3) • Australian Inflation Cools, RBA Set to Retain Hawkish Bias (2) • China’s Economic Malaise Stirs Rising Protests on Labor, Housing more
Rubrics Morning Comment 27.08.24
27th August 2024
• Fed’s Daly Agrees With Powell View That It’s Time to Cut Rates • Fed Cuts May Send $1 Trillion FX ‘Avalanche’ to China, Jen Says • Canada to Curb Foreign-Worker Influx After Jobless Rate Jump (2) • UK Shop Prices Fall for First Time in Almost Three Years more
Rubrics Morning Comment 26.08.24
26th August 2024
• Powell Says ‘Time Has Come’ for Fed to Cut Interest Rates • Powell’s Pivot Leaves Traders Debating Size, Path of Rate Cuts • Major Central Banks Now Aligned as Powell Signals Fed Cuts Ahead • Jerome Powell’s Pivot Fuels an All-Conquering Wall Street Rally more
Rubrics Morning Comment 22.08.24
22nd August 2024
• Fed Minutes Show Several Saw Case for Cutting Rates in July (2) • Powell Confronts Policy Crossroads With All Eyes on Jackson Hole • US Payrolls Marked Down by Most Since 2009 in Preliminary Data • Banks Obtained Crucial Jobs Data While Report Was Delayed (2) more
Rubrics Morning Comment 21.08.24
21st August 2024
• Bond Traders Amassing Historic Level of Risk on Rate-Cut Bets • Fed Confronts Up to a Million US Jobs Vanishing in Revision (1) • Canada Inflation Slows, Cementing September Rate Cut Bets (2) • Riksbank Cuts Swedish Rate and Outlines Faster Easing Plan (2) more
