Rubrics Morning Comment 26.09.24
26th September 2024
• China Politburo Vows to Steady Housing Market, Up Fiscal Support • China Weighs $142 Billion Capital Injection Into Top Banks (2) • US New-Home Sales Fell in August as Buyers Awaited Lower Rates • Riksbank Cuts Rate Again and Opens Door to Half-Point Move (2) more
Rubrics Morning Comment 25.09.24
25th September 2024
• US Consumer Confidence Falls Most in Three Years on Labor Views • Traders Boost Fed Bets With November Cut Size Seen as a Toss-Up • Bond Anomaly That Twisted Yields From US to Germany Is No More • Traders Bring ECB October Rate Cut Into Play as Outlook Darkens more
Rubrics Morning Comment 24.09.24
24th September 2024
• China Unleashes Stimulus Package to Revive Economy, Markets (1) • Fed Officials Leave Door Open to Another Large Interest-Rate Cut • Growth in US Business Activity Moderates as Prices Accelerate • RBA Holds Key Rate at 12-Year High, Defying Global Easing (2) more
Rubrics Morning Comment 23.09.24
23rd September 2024
• Scholz Dodges Fresh Defeat to Far Right in German State Vote (1) • Fed’s Bowman Says Big Cut Could Be Seen as Claiming Win Too Soon • Waller Says Slowing Inflation Led Him to Support Large Rate Cut • Powell’s Pivot Is Finally Paying Off for Bond Market’s Big Trade more
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
