Rubrics Morning Comment 30.05.24
30th May 2024
US Stock Futures Drop as High Yields Sour Mood: Markets Wrap Catalyst Quant Fund Shorts 10-Year Treasuries as Key Macro Bet Treasuries Extend Slide After Trio of Dismal US Debt Auctions more
Rubrics Morning Comment 29.05.24
29th May 2024
• Treasuries Slump After Tepid Demand for Twin Auctions, Firm Data • US Consumer Confidence Rises for First Time in Four Months • Fed’s Kashkari Says Interest-Rate Hikes Not Entirely Ruled Out • Home-Price Growth in Key US Cities Accelerates as Buyers Hit (1) more
Rubrics Morning Comment 28.05.24
28th May 2024
• Wall Street Returns to T+1 Stock Trading After a Century • Mester Says Fed Can Better Explain How Economy Affects Decisions • Trump’s Historic Closing Arguments Will Be a ‘Tale of Two Cases’ • About the ‘T+1’ Rule Making US Stocks Settle in a Day: QuickTake more
Rubrics Morning Comment 27.05.24
27th May 2024
• Biden to End Tariff Exclusions on Hundreds of Chinese Products • Yellen Says US Isn't Ready to Sign Pending Global Tax Agreement • Yellen Says Higher Path for Rates Boosts Need to Lift Revenue • Some Good News for Bond Traders Stuck in Fed Waiting Game more
Rubrics Morning Comment 24.05.24
24th May 2024
• Two-Speed World Vexes G-7 With Inflation Fading Unevenly (1) • Billionaire Tax Rejected by US Causes Split Ahead of G-7 (1) • US Business Activity Expands Most in Two Years, Prices Pick Up • Fed Inflation Debate Shifts to How Far Goods Prices Can Drop (1) more
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
