Rubrics Morning Comment 19.01.26
19th January 2026
• Trump Hits 8 NATO Allies With Tariffs as He Pursues Greenland • EU Eyes Tariffs on €93 Billion of US Goods Over New Trump Threat • Output at US Manufacturers Increases in Final Months of 2025 • Trump Voices Reluctance at Nominating Hassett as Fed Chair more
Rubrics Morning Comment 16.01.26
16th January 2026
• US, Taiwan Clinch Deal to Cut Tariffs, Boost Chip Investment • Carney Meets Xi After Touting ‘New World Order’ on China Visit • German Economy Grows for First Year Since 2022 on Spending • French Premier’s Office Says Unable to Pass Budget Via Vote more
Rubrics Morning Comment 15.01.26
15th January 2026
• US Retail Sales Rebound on Car Buying, Holiday-Season Sales • Prices Paid to US Producers Rise on Jump in Energy Costs • Fed’s Beige Book Shows Economy Picking Up, Employment Unchanged • UK Economy Rebounded in November as Jaguar Cyberattack Faded more
Rubrics Morning Comment 14.01.26
14th January 2026
• US Core CPI Rises 0.2%, Bucking Estimates for Bigger Rebound • US Deficit Shrank to $1.7 Trillion in 2025 on Tariff Jump • Sales of New US Homes Hold Close to Fastest Pace Since 2023 • Ueda Signals Rate-Hike Path Intact as Talk of Election Picks Up more
Rubrics Morning Comment 13.01.26
13th January 2026
• Former Fed Chairs, Treasury Secretaries Condemn DOJ Powell Probe • Powell Probe Stirs GOP Concern, Threat to Stop Trump Nominee • Trump Says Credit Card Firms Violate Law If Rates Not Capped • Trump Vows 25% Tariff on Countries Doing Business With Iran more
Rubrics Morning Comment 12.01.26
12th January 2026
• Fed Served With DOJ Subpoenas, Powell Vows to Stand Firm • Fed Subpoenas Revive ‘Sell America’ Trade on Autonomy Concerns • EU Passes South American Trade Deal Over French Opposition • Japan Ruling Coalition Partner Sees ‘New Stage’ on Snap Election more
Rubrics Morning Comment 09.01.26
9th January 2026
• US Trade Gap Shrinks to Smallest Since 2009 on Imports Drop • US Productivity Accelerates to Fastest Pace in Two Years • A US Trader’s Guide to the Supreme Court’s Looming Tariff Ruling • German Production Unexpectedly Rises on Pickup in Auto Output more
Rubrics Morning Comment 08.01.26
8th January 2026
• US Services Activity Expands at Fastest Pace in Over a Year • US Job Openings Decline to Lowest Level in More Than a Year • Euro-Area Inflation Slows to ECB Goal, Backing Steady Rates • BOJ Indicates It’s Eyeing More Rate Hikes With Regional Report more
Rubrics Morning Comment 07.01.26
7th January 2026
• Trump Says Venezuela to Send Oil Worth Up to $2.8 Billion to US • Bond Trader Places Biggest Ever Fed Funds Bet in Futures • German Inflation Slowing Sharply to 2% Backs ECB Rate Hold • China’s Feud With Japan Worsens as Tokyo Slams Export Controls more
Rubrics Morning Comment 06.01.26
6th January 2026
• Markets in Trump’s New World Order Rally Even After Attacks • US Factory Malaise Continues as Key Gauge Drops to One-Year Low • Europe Backs Greenland After Trump Resumes Takeover Threats • UK Food Inflation Quickens in Renewed Blow to Shoppers, BRC Says more
