Rubrics Morning Comment 15.10.24
15th October 2024
• Global Public Debt to Hit $100 Trillion by End of 2024, IMF Says • Americans Intend to Cut Holiday Gift Purchases in Hit to Retail • Waller Says Fed Should Cut With Caution at ‘Deliberate’ Pace • Fed’s Kashkari Sees ‘Further Modest’ Cuts in Coming Quarters more
Rubrics Morning Comment 14.10.24
14th October 2024
• ECB Is Set for Rate Cut It Didn’t Expect to Deliver: Eco Week • China Leaves Economists Wanting More Action to Defeat Deflation • China Puts Investor Patience to Test as Briefing Underwhelms • US Producer Price Index Unchanged on Decline in Gasoline Costs more
Rubrics Morning Comment 11.10.24
11th October 2024
• US CPI Rises More Than Forecast, Stalling Inflation Progress • US Jobless Claims Jump to a Year High, Partly Boosted by Helene • Three Fed Officials Shrug Off CPI Report, Bostic Open to Pause • China Investors Expect $283 Billion of New Stimulus This Weekend more
Rubrics Morning Comment 10.10.24
10th October 2024
• Fed Minutes Show Robust Debate About Size of September Rate Cut • Powell’s Half-Pointer Is Hard to Repeat With FOMC in No Hurry • Germany Sees Economy Contracting for Second Consecutive Year • European Industrial Companies Are Most Distressed Since Pandemic more
Rubrics Morning Comment 09.10.24
9th October 2024
• Treasury Yields Stabilize as Traders Price Gradual Fed Rate Cuts • New Zealand Steps Up Pace of Rate Cuts as Economy Weakens • China Markets Warn Xi That More Stimulus Is Needed to Fuel Rally • China Premier Vows to Listen to Market in Bid to Lift Confidence more
Rubrics Morning Comment 08.10.24
8th October 2024
• China’s Stock Rally Cools as Beijing Holds Off on More Stimulus • The Great Divide Over Investing in China Deepens Post Stimulus • Japanese Buy Record Amount of US Sovereign Bonds in August • US Consumer Borrowing Growth Slows on Drop in Revolving Credit more
Rubrics Morning Comment 03.10.24
3rd October 2024
• US Hiring in ADP Data Rebounds After Five Months of Easing • ECB Momentum for an October Rate Cut Is Looking Unstoppable • BOE’s Bailey Raises Prospect of More Aggressive Rate Cuts • Ishiba’s Surprise Warning to BOJ Casts Doubt on Hike in 2024 more
Rubrics Morning Comment 02.10.24
2nd October 2024
• US Treasuries Rally as Risk of Iran Conflict Fuels Haven Demand • US Manufacturing Activity Contracts for a Sixth Straight Month • US Job Openings Climb to Three-Month High, Exceeding Forecasts • Euro-Zone Inflation Drops Below 2%, Backing ECB Cut Bets (2) more
Rubrics Morning Comment 30.09.24
30th September 2024
• Prospect of Second Big Fed Cut Hinges on Powell, Jobs: Eco Week • US Eastern Ports Prepare to Close With Labor Talks Stalled (3) • US Inflation Hits Fed’s 2% Goal Early 2025 in Economists Survey • ECB Rate-Cut Bets Jump as France, Spain Inflation Sinks Below 2% more
Rubrics Morning Comment 27.09.24
27th September 2024
• US Post-Pandemic Economic Growth Revised Higher in Annual Update • French Inflation Plunges Below 2% for First Time Since 2021 • Japan’s LDP Picks BOJ Backer Ishiba for PM, Sparking Yen Rally • China Cuts Key Rate, Frees Up Cash for Banks to Spur Growth (1) more
