Rubrics Morning Comment 26.07.23
26th July 2023
• Fed to Hike to 22-Year Peak and Mull Options: Decision-Day Guide; • IMF Lifts World GDP Outlook on US Stability But Risks Linger; • US Consumer Confidence Rises to a Two-Year High on Job Market; • Oil Gives Ground After Four-Day Climb With Fed Decision in Focus more
Rubrics Morning Comment 25.07.23
25th July 2023
• Bond Traders Bet on ‘Nirvana’ in New Decoding of Yield Curve; • Oil Advances to Set Up Challenge of $80 as China Bolsters Growth; • Top Euro-Area Economies Flash Recession Warning Signals; • Government Bonds Surge as Traders Parse Economic Outlook more
Rubrics Morning Comment 24.07.23
24th July 2023
• Fed Readies Another Rate Hike in Pivotal Week for Central Banks; • Dollar Bearish Bets Climb to Record High Among Asset Managers; • US Recession Becomes Closer Call as Economists Rethink Forecasts; • UPS Strike Would Curb Progress on Inflation, Supply Chains more
Rubrics Morning Comment 21.07.23
21st July 2023
• US Applications for Jobless Benefits Fall to Two-Month Low; • US Yield-Curve Inversion Fluctuates as Traders Weigh Fed’s Path; • Fed Seen Hiking Final Time to a 22-Year Peak in Economist Survey; • Dealers Left With Just 1.5% of US Auction, the Least Ever more
Rubrics Morning Comment 20.07.23
20th July 2023
• US Housing Starts Fell in June After Surging in Prior Month; • US Stops Funding for Chinese Lab at Center of Covid Controversy; • Biden Targets Food Prices, Housing in Latest ‘Junk Fees’ Action; • Republican 2024 Hopeful Christie Offers Support for Fed’s Powell more
Rubrics Morning Comment 19.07.23
19th July 2023
• Traders Are Fully Convinced About Another Fed Hike Next Week; • Yellen Sees Disinflation Pressures at Work as Hiring Surge Fades; • JPMorgan Says Market Fails to Reflect Threat to Dollar Dominance; • Oil Rises as Russian Exports Slow, Rate Hikes Expected to Stop more
Rubrics Morning Comment 18.07.23
18th July 2023
• Increased Wagers on Treasury Rally Risk Exacerbating Any Selloff; • Goldman Sachs Says This Yield Curve Inversion Is ‘Different’; • US Plans Narrow Limits on China Tech Investments, Likely by 2024; • Yellen Says China Slowdown Risks Spillovers But No US Recession more
Rubrics Morning Comment 17.07.23
17th July 2023
• JPMorgan Asset’s Michele Says Global Bond Rally Is Just Starting; • Fed Open to Another Rate Hike After Expected Increase This Month; • US Consumer Sentiment Jumps to Near Two-Year High on Job Market; • Dollar’s Busted Bull Run Has Bears Calling End of an Era more
Rubrics Morning Comment 30.06.23
30th June 2023
• Global Yields Surge as Traders Favor Two More Fed Rate Hikes; • JPMorgan Team Ditches Bullish Treasuries View on US Data; • US First-Quarter Growth Revised Up to 2% on Exports, Consumers; • Powell Says Likely Need Two or More Hikes to Cool Inflation more
Rubrics Morning Comment 29.06.23
29th June 2023
• Powell Signals Fed Open to Two Straight Hikes at Coming Meetings; • Powell and Peers See More Tightening as Economies Resist Hikes; • Notorious Hedge Fund Trade Puts Bond Bulls on Steepening Watch; • Banks Pass Fed Stress Test With Mixed Outlook for Higher Payouts more
