Rubrics Morning Comment 05.01.26
5th January 2026
• Trump’s Ousting of Maduro Shows His New World Order Is Here • Modest US Hiring to Cap Sluggish Year for Job Market: Eco Week • Starmer Says Ousting Him in 2026 Would Send Britain Into Chaos • Ueda Highlights BOJ’s Intention to Keep Raising Rate to Bankers more
Rubrics Morning Comment 02.01.26
2nd January 2026
• Dollar Posts Worst Year Since 2017 With More Fed Cuts Expected • Trump Delays New Tariff Hike on Furniture, Kitchen Cabinets • Mortgage Rates at 2025 Low Give Homebuyers Momentum in New Year • Lagarde Says Bulgaria Joining Euro Is Powerful Symbol for Europe more
Rubrics Morning Comment 19.12.25
19th December 2025
• US Core CPI Eases to Four-Year Low in Shutdown-Impacted Report • BOJ Hikes Rate to Highest Level Since 1995, Signals More to Come • Bailey Warns of Limited Room for More Cuts as BOE Eases Policy • ECB Holds Rates With Growth Firmer and Inflation Near Target more
Rubrics Morning Comment 18.12.25
18th December 2025
• Trump Plans Military Bonus, Housing Reform to Ease Price Anxiety • US PREVIEW: Double CPI to Flag Peak for Tariff Pass-Through • ECB to Hold With Economy on Sturdier Footing: Decision Guide • BOE Set to Resume Rate Cuts After Inflation Drop: Decision Guide more
Rubrics Morning Comment 17.12.25
17th December 2025
• US Payrolls Rise After October Drop, Unemployment Marches Higher • US Retail Sales Shows Resilient Consumer Spending Beyond Cars • EU to Abandon Combustion Engine Ban in Win For Carmakers • UK Inflation Drops More Than Expected Ahead of BOE Decision more
Rubrics Morning Comment 16.12.25
16th December 2025
• Bond-Market Debate Over Fed’s Path in 2026 Is About to Heat Up • Canada Inflation Steady at 2.2% as Core Measures Ease • UK Unemployment Rises as Labor Market Eases Ahead of BOE Meeting • BOJ Is Set to Raise Benchmark Rates to Highest Level Since 1995 more
Rubrics Morning Comment 12.12.25
12th December 2025
• US Jobless Claims Jump by Most Since 2020 After Holiday Drop • US Trade Deficit Unexpectedly Shrinks to Smallest Since 2020 • Treasury Plans to Boost Trump’s Tax Savings for Corporations • UK Economy Shrank Again in October Ahead of Budget Tax Hikes more
Rubrics Morning Comment 11.12.25
11th December 2025
• Fed Cuts Rates With Three Dissents, Projects One Cut in 2026 • Fed Quells Market Angst With $40 Billion Monthly Bill Purchases • Treasuries Gain as Fed Cuts, Traders Wager on Two More in 2026 • Bank of Canada Holds at 2.25%, Economy ‘Resilient Overall’ more
Rubrics Morning Comment 10.12.25
10th December 2025
• ‘Disappointment Trade’ Propels Global Bond Yields to 2009 Levels • Fed Cut This Week May Be Last for a While: Decision-Day Guide • US Job Openings Rise to Five-Month High, But Layoffs Also Up • Bank of Canada Likely to Hold as Growth Steadies: Decision Guide more
Rubrics Morning Comment 09.12.25
9th December 2025
• Supreme Court Signals It Backs Trump on Firing Agency Heads • Hassett Says ‘Irresponsible’ to Specify Six-Month Fed Plan • Traders Now See 30% Chance of 2026 ECB Hike After Schnabel View • RBA’s Bullock Rules Out Further Rate Cuts, Sends Yields Soaring more
