Rubrics Morning Comment 23.05.24
23rd May 2024
• Fed Minutes Show Officials Rally Around Higher-for-Longer (1) • White House Touts Fed Independence as Trump Advisers Eye Changes • Goldman’s Solomon Says He Sees ‘Zero’ Rate Cuts This Year (2) • Finance Chiefs at Lakeside Look Away From Looming Debt Mountain more
Rubrics Morning Comment 22.05.24
22nd May 2024
• Global Bonds Rise on New Sign Inflation Is Easing Around World • Krugman Says He’s ‘Fanatically Confused’ on Where Rates Going • Biden Hits ‘Unhinged’ Trump for ‘Unified Reich’ Online Post (1) • Fed’s Collins, Mester Emphasize Need for More Data to Cut Rates more
Rubrics Morning Comment 21.05.24
21st May 2024
• JPMorgan’s Kolanovic Is Last Prominent Bear as Mike Wilson Folds • Fed’s ‘Stigmatized’ Discount Window Draws Flak at Own Conference • A 125% Surge in Florida Property-Insurance Bills Sows Havoc (1) • Trump Trial Turns Chaotic as Judge Clears Court, Warns Witness more
Rubrics Morning Comment 20.05.24
20th May 2024
• BlackRock’s Rieder Says Cut, Not Hike, to Tame US Inflation (1) • ‘Anything But Bonds’ Trade Nears End at Big Funds: Credit Weekly • El-Erian Says Fed’s Higher-for-Longer U-Turn at Odds With Market • Biden Courts Black Voters in Georgia With Reminder of 2020 Win more
Rubrics Morning Comment 17.05.24
17th May 2024
• Biden Seeks to Bolster Solar Manufacturers With Tariff Moves (2) • Brainard Says Tariffs Needed to Avoid ‘China Shock’ in US (1) • CFPB’s Funding System Upheld by Supreme Court in Biden Win (4) • Fed Officials Suggest Interest Rates Should Stay High for Longer more
Rubrics Morning Comment 16.05.24
16th May 2024
• US Inflation Ebbs for First Time in Six Months in Relief for Fed • US Retail Sales Stall After Downward Revisions in Prior Months • Biden, Trump Agree to Debates in First TV Face-Offs Since 2020 • Fed’s Goolsbee Praises Disinflation, Says More Progress Needed more
Rubrics Morning Comment 15.05.24
15th May 2024
• Biden Accuses China of ‘Cheating’ on Trade, Imposes New Tariffs • Powell Reiterates Fed Likely to Keep Rates Higher for Longer • US Producer Prices Top Forecasts, But Details Offer Some Relief • Yellen Says China Tariffs Won’t Cause Meaningful US Price Hikes more
Rubrics Morning Comment 14.05.24
14th May 2024
• Wall Street Desks Warn CPI Report May Upset Stock-Market Calm • US Inflation, Home Price Expectations Pick Up in NY Fed Survey • Bond Traders Get Unwelcome Inflation Hint Ahead of April Reports • Yellen Says Major China Trade Retaliation ‘Always a Possibility’ more
Rubrics Morning Comment 13.05.24
13th May 2024
• Biden to Hike Tariffs on China EVs, Offer Solar Exclusions (1) • Stubborn Inflation Poses Risk to Recently Upgraded US Forecasts • Bond Traders Wait for CPI to Fuel — or Doom — the Market’s Rally • Brainard Vows Corporate Tax Hike as Trump Cut Expiration Looms more
Rubrics Morning Comment 10.05.24
10th May 2024
• Biden Set to Impose Tariffs on China EVs, Strategic Sectors (2) • Fed’s Daly Says ‘More Time’ Needed for Restrictive Rates to Work • US Jobless Claims Jump in Week When New York Schools Had a Break • Good Demand for Bond Auction Propels Treasury Market Advance more
