Rubrics Morning Comment 28.08.24
28th August 2024
• US Consumer Confidence Rises on Views of Economy, Inflation • Trump Special Counsel Presses Ahead With 2020 Election Case (3) • Australian Inflation Cools, RBA Set to Retain Hawkish Bias (2) • China’s Economic Malaise Stirs Rising Protests on Labor, Housing more
Rubrics Morning Comment 27.08.24
27th August 2024
• Fed’s Daly Agrees With Powell View That It’s Time to Cut Rates • Fed Cuts May Send $1 Trillion FX ‘Avalanche’ to China, Jen Says • Canada to Curb Foreign-Worker Influx After Jobless Rate Jump (2) • UK Shop Prices Fall for First Time in Almost Three Years more
Rubrics Morning Comment 26.08.24
26th August 2024
• Powell Says ‘Time Has Come’ for Fed to Cut Interest Rates • Powell’s Pivot Leaves Traders Debating Size, Path of Rate Cuts • Major Central Banks Now Aligned as Powell Signals Fed Cuts Ahead • Jerome Powell’s Pivot Fuels an All-Conquering Wall Street Rally more
Rubrics Morning Comment 22.08.24
22nd August 2024
• Fed Minutes Show Several Saw Case for Cutting Rates in July (2) • Powell Confronts Policy Crossroads With All Eyes on Jackson Hole • US Payrolls Marked Down by Most Since 2009 in Preliminary Data • Banks Obtained Crucial Jobs Data While Report Was Delayed (2) more
Rubrics Morning Comment 21.08.24
21st August 2024
• Bond Traders Amassing Historic Level of Risk on Rate-Cut Bets • Fed Confronts Up to a Million US Jobs Vanishing in Revision (1) • Canada Inflation Slows, Cementing September Rate Cut Bets (2) • Riksbank Cuts Swedish Rate and Outlines Faster Easing Plan (2) more
Rubrics Morning Comment 20.08.24
20th August 2024
• Central Bankers Diverge on Rates Path Ahead of Jackson Hole • Trump Defends Fed Criticism, Weighs Providing Aid to Home Buyers • ECB’s Rehn Says Growth Risks Bolster Case for September Cut • Yen Rallies Against Dollar, Outstripping Most of Its G-10 Peers more
Rubrics Morning Comment 15.08.24
15th August 2024
• Core US Inflation Eases a Fourth Month, Sealing Fed Rate Cut • Bond Traders See Quarter-Point Cut Next Month as Inflation Ebbs • Fed’s Goolsbee Says He’s Growing More Concerned About Employment • Traders Fully Price Two More BOE Rate Cuts This Year After CPI more
Rubrics Morning Comment 14.08.24
14th August 2024
• Fed’s Bostic Says More Data Needed, Rate Cut Likely by Year-End • US Producer Prices Move Higher as Service Provider Margins Climb • German Investor Confidence Plunges to Lowest Since January (2) • New Zealand Cuts Rates as Slumping Economy Slows Inflation (4) more
Rubrics Morning Comment 13.08.24
13th August 2024
• US Budget Deficit Hits $1.5 Trillion as Fiscal Year Nears End • Key Fed Facility Seen Stagnating at $300 Billion Amid Pressures • Musk Cozies Up to Trump in Glitchy Conversation on X Platform • UK Unemployment Dips Unexpectedly In Sign of Economic Strength more
Rubrics Morning Comment 12.08.24
12th August 2024
• Bonds Are Back as a Hedge After Failing Investors for Years • Traders Bet on Wild Swings With CPI Print Set to Test the Market • ECB to Cut Key Rate Six Times by End of 2025, Survey Shows • Carry-Trade Blowup Haunts Markets Rattled by Rapid Unwind (1) more
