Rubrics Morning Comment 22.04.26
22nd April 2026
• Warsh Pledges Independence But Dodges Questions on Rates • US Retail Sales Surge by Most in a Year in Broad Advance • Former UK Official Says PM’s Office Pressured Him on Mandelson • UK Inflation Hits 3.3% as Iran War Sends Petrol Costs Soaring more
Rubrics Morning Comment 21.04.26
21st April 2026
• Trump Signals No Truce Extension on Eve of Scheduled Peace Talks • Lagarde Says War’s ‘Double Uncertainty’ Calls for More Data • UK Employers Cut Jobs in First Month of Iran Conflict • Starmer’s Political Fate Rests With Top UK Official He Fired more
Rubrics Morning Comment 20.04.26
20th April 2026
• US Seizes Iranian Ship in Blockade, Casting Doubt on Peace Talks • Warsh Hearing Will Test How Far He’ll Push Balance Sheet Reform • Merz Sets Crisis Talks to Tackle Energy Price Impact on Germany • Starmer Faces Showdown With Ousted Official Over Mandelson Saga more
Rubrics Morning Comment 17.04.26
17th April 2026
• US Industrial Production Fell in March in Broad Decline • ECB Officials Saw Need to Keep Options Open, Act If Needed • UK’s Starmer Faces Calls to Quit Over Mandelson Vetting • UK Prepares for Food Shortages Caused by Iran War CO2 Crunch more
Rubrics Morning Comment 16.04.26
16th April 2026
• War’s Impact on Firms Goes Beyond Energy Costs: Fed’s Beige Book • IMF Says Treasuries Losing Premium, Warns US on Debt Management • ECB Officials Are Said to Be Leaning Toward April Rate Hold • UK Economy in Surprise GDP Jump Before Hit From Iran War more
Rubrics Morning Comment 15.04.26
15th April 2026
• US Wholesale Prices Rise Less Than Forecast Despite Energy • IMF Warns of Global Economic Downturn If War in Iran Lasts • Lagarde Says Europe’s Economy Has Slipped Below ECB Baseline • UK Pays Highest Yield for 10-Year Gilt Sale Since 2008 more
Rubrics Morning Comment 14.04.26
14th April 2026
• Fed Slashes T‑Bill Purchases in Sharper Than Signaled Pullback • US Existing-Home Sales Fall to Nine-Month Low as Prices Rise • Germany Agrees on €1.6 Billion Fuel-Cost Relief Package • Australia Consumer Confidence Posts Biggest Fall Since Covid more
Rubrics Morning Comment 13.04.26
13th April 2026
• US CPI Surges 0.9% in Largest Monthly Jump Since 2022 on Gas • US Consumer Sentiment Drops to Record Low on Price Concerns • War Fuels US Inflation, Tanks Sentiment With Aftershocks to Come • Anti-Recession Guardrails Are Weaker Than Ever Around the Globe more
Rubrics Morning Comment 09.04.26
9th April 2026
• Fed Minutes Show Officials Saw Two-Sided Risks From Iran War • Bond Rally Fades as Iran Says Ceasefire Violated • German Industrial Production Disappointed Even Before Iran War • UK Homebuyer Demand Slumps as Borrowing Costs Spiral, RICS Says more
Rubrics Morning Comment 02.04.26
2nd April 2026
• Trump Stirs Market, Political Angst With Vague Timeline for Iran • US Manufacturing Expands Most Since 2022, Input Costs Jump • US Retail Sales Rise by More Than Forecast in Broad Advance • Euro Zone May Be in ECB’s Adverse Scenario, Dolenc Tells Reuters more
