Rubrics Morning Comment 18.07.24
18th July 2024
• Fed’s Beige Book Shows Slight Economic Growth, Cooling Inflation • US Floats Tougher Trade Rules to Rein In China Chip Industry (1) • Waller Says Fed Getting ‘Closer’ to Cutting Rates, Not There Yet • Biden Faces Intensified Calls to Step Aside While Ill With Covid more
Rubrics Morning Comment 17.07.24
17th July 2024
• Wall Street Economists See Compelling Case for Fed to Cut Now • Bond Kings Draw Record $44 Billion to Actively Managed ETFs (1) • US Floats Tougher Trade Curbs in Chip Crackdown on China (1) • Trump on Taxes, Tariffs, Jerome Powell and More more
Rubrics Morning Comment 16.07.24
16th July 2024
• Powell Says Recent Data Raise Confidence Inflation on Path to 2% • Traders Add to Bets on Fed Rate Cuts After Goldman Sachs View • Trump Taps Vance as Running Mate, Picking Populist Protege (2) • Trump Classified Documents Case Dismissed by Florida Judge (3) more
Rubrics Morning Comment 15.07.24
15th July 2024
• Biden Urges Unity After Trump Wounded as Campaign Seeks Footing • Global Markets Ramp Up the ‘Trump Trade’ After Rally Attack (3) • Traders Start to Bet on Supersized Fed Rate Cut in September (1) • US Consumer Sentiment Falls to Eight-Month Low on High Prices more
Rubrics Morning Comment 12.07.24
12th July 2024
• US Inflation Broadly Cools, Likely Sealing Deal for Fed Rate Cut • Treasuries Rally as Cool Inflation Boosts Bets on Three Fed Cuts • Fed’s Goolsbee Says CPI Data Indicate Inflation on 2% Path (1) • Big Tech Tumbles Most Since 2022 as Rate Bets Spur Rotation (1) more
Rubrics Morning Comment 11.07.24
11th July 2024
• Powell Not Prepared Yet to Say He’s Confident About Inflation • US Inflation Data to Bolster Case for Fed Rate Cut in September • Pressure on Biden Mounts as Senate Democrat Calls for New Ticket • NATO Allies Gloomy on Biden’s Prospects Seek Out Trump Circle more
Rubrics Morning Comment 10.07.24
10th July 2024
• Powell Flags Rising Risks to Jobs While Avoiding Rate-Cut Timing • Divided Democrats Blast Trump Agenda to Shift Biden Focus (3) • Bond Traders Built Up Bets on a Treasury Rally Every Day in July • Yellen Echoes Powell Saying Labor Market Now Less Inflationary more
Rubrics Morning Comment 09.07.24
9th July 2024
• Biden’s Biggest Donors Left Powerless to Sway Him to End Bid (1) • Embattled Biden, Weakened Allies Fuel Doubts at NATO’s 75th • Biden Meets Black Lawmakers, Pushes to Quash Democratic Revolt • Powell to Face Fed Critics in Congress on High Rates, Bank Rules more
Rubrics Morning Comment 05.07.24
5th July 2024
• Biden Heads Into Make-or-Break Weekend for 2024 Election • Defiant Biden Rallies Democratic Governors During Candid Meeting • US Jobs Report to Show a Substantial Slowdown in Hiring in June • US-Led Rising Debt Across G-7 Stokes S&P and Scope Concerns (1) more
Rubrics Morning Comment 02.07.24
3rd July 2024
• Powell Welcomes Recent Data But Fed Needs More Confidence to Cut • Fed’s Goolsbee Says Officials Should Prepare for Rate Cuts (1) • Biden Blames Travel for Poor Debate as He Looks to Calm a Revolt • Traders Flock to a Trump-Fueled Bet on Higher US Treasury Yields more
