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
Rubrics Morning Comment 10.09.24
10th September 2024
• US Consumer Borrowing Rises $25.5 Billion, Most Since Late 2022 • Biggest US Bank Capital Hike Chopped in Half in Latest Plan (1) • US Inflation Expectations Stabilize, Delinquency Concerns Grow • Draghi’s Call for Joint EU Bonds Hits Wall of German Opposition more
Rubrics Morning Comment 09.09.24
9th September 2024
• US Hiring Comes Up Short in Possible Warning Sign for Fed (1) • Risk-On Momentum in Stocks Succumbs to Mounting Growth Worries • The Bond Market Rally Rides on How Fast the Fed Will Cut Rates • ECB Is Poised to Cut Again in Warm-Up Act for the Fed: Eco Week more
Rubrics Morning Comment 06.09.24
6th September 2024
• US Jobs Report May Show Hiring Bounce, Decide Size of Fed Cut • Wall Street’s Big Bet on Jumbo Fed Cuts Hangs on Jobs Report (1) • US Companies Add Fewest Number of Jobs Since 2021, ADP Data Show • Macron Names Former Brexit Czar Barnier as France’s Premier (2) more
Rubrics Morning Comment 05.09.24
5th September 2024
• US Job Openings Decline to Lowest Level Since January 2021 • US Yield Curve Disinverts as Soft Labor Data Fuels Fed Cut Bets • Fed’s Beige Book Shows Stagnant, Declining US Economic Activity • Bank of Canada Cuts to 4.25%, Eyes More Easing Ahead (2) more
Rubrics Morning Comment 04.09.24
4th September 2024
• Stocks Tumble Most Since August Selloff, Oil Slips: Markets Wrap • Banking’s Multi-Trillion-Dollar Weak Spot Faces Global Reckoning • Goldman Sees US GDP Hit From Trump Win, Boost If Democrats Sweep • Australia’s Economy Stays Subdued as Consumers Cut Spending (2) more
Rubrics Morning Comment 03.09.24
3rd September 2024
• Treacherous September Is Leaving Traders Everywhere on Edge (1) • Harris, Biden Team Up to Court Union Vote in Labor Day Blitz (2) • ECB Cuts to Get Trickier Once Key Interest Rate Approaches 3% • German Far-Left Leader Turns Power Broker After State Votes (2) more
Rubrics Morning Comment 02.09.24
2nd September 2024
• Fed Favored Inflation Gauge’s Mild Gain Sets Stage for Rate Cut • US Consumer Sentiment Rises for First Time in Five Months • Populists Surge in Germany’s Regional Votes, Humbling Scholz (1) • Euro-Zone Inflation Slumps to 3-Year Low, Backing Rate Cut (3) more
Rubrics Morning Comment 30.08.24
30th August 2024
• Treasuries Head for Longest Monthly Winning Streak Since 2021 • Dollar Eyes 2024’s Biggest Monthly Loss as Fed Signals Cut (1) • US Economy Expands at Revised 3% Rate on Resilient Consumer • US Pending Home Sales Gauge Drops to Lowest on Record more
Rubrics Morning Comment 29.08.24
29th August 2024
• Fed’s Bostic Wants More Data to Confirm Need to Cut Next Month • Spanish Inflation Cools to One-Year Low as ECB Set to Cut Rates • European Car Sales Stagnate as EV Demand Plummets in Germany • Japanese Funds Are Set to Buy Most Foreign Bonds Since 2007 (1) more
