Rubrics Morning Comment 18.11.22
18th November 2022
• Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On; • Treasuries Lashed by Hawkish Talk With Fed Peak Seen Above 5%; • Oil Poised for Second Weekly Decline on Gloomy Demand Outlook; • Goldman Says Dollar Has Room to Strengthen in a Bumpy Ride Ahead more
Rubrics Morning Comment 17.11.22
17th November 2022
• Treasury Traders Rush to Cover Bearish Bets as Yields Plummet; • Fed Hawk Waller Joins Other Officials Open to Half-Point Hike; • Treasury Yield-Curve Inversion Deepens Further, an Ominous Sign; • US Consumers Prove Resilient as Fed Doles Out Pain Elsewhere more
Rubrics Morning Comment 16.11.22
16th November 2022
• Biden Says Unlikely Rocket That Hit Poland Was Fired From Russia; • Bond Rally Carries Recession Warning as US Curve Hits New Low; • Fed Officials See More Hikes Needed Though News on Prices Better; • Traders Lock In Profits With Treasury Yields at Multiweek Lows more
Rubrics Morning Comment 15.11.22
15th November 2022
• Brainard Says Fed Should Probably 'Soon' Slow Pace of Rate Hikes; • Most G-20 Leaders Agree to Condemn Russia for War in Ukraine; • Oil Holds Losses With Demand Fears Overshadowing Tight Supply; • Biden, Xi Take Biggest Step in Years to Avoid US-China Clash more
Rubrics Morning Comment 14.11.22
14th November 2022
• Fed's Waller Says There's a 'Ways to Go' Before Rate Hikes Done; • Pelosi Calls for Debt-Ceiling Vote During Lame-Duck Session; • IMF Sees Gloomier World Economic Outlook Than Last Month; • Oil Slips as Stronger Dollar Offsets Optimism Over China Demand more
Rubrics Morning Comment 11.11.22
11th November 2022
• Treasury Yields Plunge as Traders Run With 'Good News' on CPI; • Bonds Are ‘Back’ After Soft Inflation Signals Fed Can Slow Hikes; • Powell’s Favored Curve Calls Time on the Fed’s Tightening Cycle; • Oil Surges After China Eases Some Strict Covid Zero Measures more
Rubrics Morning Comment 10.11.22
10th November 2022
• Kashkari Says Fed Will Do What Is Needed to Curb High Inflation; • US Inflation to Cool Only Slightly, Keeping Big Fed Hike in Play; • Evans, in Exit Interview, Says It’s Time for Fed to Slow Down; • Inflation-Weary US Voters Put Less of the Blame at Biden’s Feet more
Rubrics Morning Comment 09.11.22
9th November 2022
• GOP Eyes Narrow Control of House as Democrats Flip a Senate Seat; • Rates Traders Bet Against Volatility Before CPI Shaping Fed Path; • Oil Drops Again on China’s Covid Challenges, Higher Inventories; • Crypto Markets Extend Drop as Doubts About FTX-Binance Deal Grow more
Rubrics Morning Comment 08.11.22
8th November 2022
• Biden Says House 'Tougher' to Keep Than Senate on Election Eve; • Companies to Pay Dearly for Short-Term Funding on Busy Year End; • Warren Raises Pressure on Fed Over Ethics Lapses, Seeks Details; • Trump Says He Will Make 'Big Announcement' on Nov. 15 in Florida more
Rubrics Morning Comment 07.11.22
7th November 2022
• Peak in Bond Yields That Appeared Close Has Vanished From Sight; • US Two-Year Yield Tests Multiyear High After Strong Jobs Data; • US Labor Market Cools, Barely, Leaving Fed’s Job Far From Done; • Following the Fed Goes Out of Fashion in 'Messier' World Economy more
