Rubrics Morning Comment 12.05.26
12th May 2026
· Trump to Meet Xi Thursday for High-Stakes US-China Summit · US Existing-Home Sales Barely Rise as Key Selling Season Begins · Starmer Vows to Prove Critics Wrong in Speech to Save Job · BOJ Signals Chance of Rate Hike Next Month Over Inflation Risk more
Rubrics Morning Comment 11.05.26
11th May 2026
• US Jobs Up 115,000, First Back-to-Back Gain in Nearly a Year • US Consumer Sentiment Declines to Record Low on Inflation Angst • Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends • Canada Loses 112,000 Jobs Since Start of Year, Most Since 2021 more
Rubrics Morning Comment 08.05.26
8th May 2026
• Trump’s Latest 10% Tariffs Found Unlawful by US Trade Court • US Productivity Growth Cools on Rebound in Hours Worked • Trump Gives EU Until July 4 to Ink Deal, Extending Deadline • German Industrial Production Unexpectedly Falls for Second Month more
Rubrics Morning Comment 07.05.26
7th May 2026
• US, Iran Weigh Potential Deal as Trump Seeks Way Out of War • Gasoline Surge Fuels a K-Shape Divide in US, Research Shows • EU Fails to Finalize US Trade Deal Despite Trump’s Demands • German Factory Orders Surge Most Since December Despite Iran War more
Rubrics Morning Comment 06.05.26
6th May 2026
• US Job Openings Fell Slightly in March as Hiring Rebounded • US Services Expansion Cools While Price Gauge Stays Elevated • EU Tells US Trade Deal Should be Adopted by July Deadline • Yen Jumps to 10-Week High, Sparking Intervention Speculation more
Rubrics Morning Comment 05.05.26
5th May 2026
• Bond Traders Look to Treasury Refunding, Fed Speakers and Jobs • Euro-Zone Inflation Jump Seen as Temporary, ECB Survey Shows • RBA Delivers Third Straight Hike, Cementing Outlier Status • Yen’s Brief Spike Leaves Traders on Alert for Intervention more
Rubrics Morning Comment 01.05.26
1st May 2026
• US Economy Grows Solid 2%, Boosted by Surging AI Investment • Lagarde Signals ECB to Consider June Hike After Latest Hold • Bank of England Holds Rates as MPC Considers Hikes Ahead • Yen Soars After Japan Intervened Following ‘Final’ Warning more
Rubrics Morning Comment 30.04.26
30th April 2026
• Divided Fed Officials Hold Rates; Powell to Stay as Governor • US Core Capital Goods Orders Jump by Most Since 2020 • Bank of Canada Holds at 2.25%, Says Rate ‘Looks Appropriate' • German Inflation Up Less Than Expected as ECB Mulls War Response more
Rubrics Morning Comment 29.04.26
29th April 2026
• Powell’s Future a Bigger Question Than Rates: Decision-Day Guide • ECB Finds No Clear Case to Hike Yet on Lane’s Data Dashboard • Wounded Starmer Limps on to Meet His Fate at Elections Next Week • UAE Exit Blindsides OPEC and Threatens to Shake Its Grip on Oil more
Rubrics Morning Comment 28.04.26
28th April 2026
· BOJ Holds Rates in Split Decision, Boosting Odds of June Hike · German Finance Ministry Leaves Door Open for Lifting Debt Brake · UK Retailers Offer Bigger Discounts as Shopper Confidence Wanes · Starmer Counts on Labour Support Ahead of Showdown in Parliament more
