Rubrics Morning Comment 16.09.22
16th September 2022
• Dollar Only Place to Hide in 2022 as Risk Assets Sink, Citi Says; • Summers Expects Fed to Raise Rates Above 4.3% to Curb Inflation; • Global Recession Looms Amid Broadest Tightening in Five Decades; • Fed's 75-or-100 Choice Keeps Traders Guessing as Decision Nears more
Rubrics Morning Comment 15.09.22
15th September 2022
• JPMorgan Plays Down Chance of 100 Basis-Point Fed Rate Increase; • US 2- to 30-Year Curve Reaches Most Inverted Level This Century; • Marathon Negotiations Continue as US Rail-Strike Deadline Nears; • Oil Fluctuates on Demand Concerns, US Reserve Restocking Plan more
Rubrics Morning Comment 14.09.22
14th September 2022
• Inflation Surprise Puts Onus on Fed to Hit Brakes Even Harder; • 'Wrong-Footed' Traders Confront Prospect of Even Bigger Fed Hike; • Bond Traders Relish Idea of Fed Above 4% as Chance to Get Yield; • Gundlach Urges Fed to Slow Rate Hikes as Summers Prefers 1% Jump more
Rubrics Morning Comment 13.09.22
13th September 2022
• Dollar Dive Fuels Debate About Whether Greenback Has Topped Out; • JPMorgan Team Says Soft Landing Is More Likely Than Recession; • US Inflation Expectations Dropped in August, New York Fed Says; • Oil Swings After Three-Day Advance on Demand Concerns, Dollar more
Rubrics Morning Comment 12.09.22
12th September 2022
• Bear Market Leaves Bond Investors With Few Places to Hide; • Fed's Waller Backs 'Significant' September Hike, Joining Bullard; • Slower Inflation Unlikely to Sway Fed From Another Jumbo Hike; • Yellen Says No Strong Labor Market in Long Run If Inflation High more
Rubrics Morning Comment 09.09.22
9th September 2022
• Short-End Treasury Rates Leap as Powell Talks Tough on Inflation; • Fed's Evans Sees Another Jumbo Rate Hike on Table in September; • Jumbo Fed Rate Hike Is in Play as Powell Sticks to Hawkish View; • Oil Suffers Fresh Blow as Demand Concerns Spur Weekly Decline more
Rubrics Morning Comment 08.09.22
8th September 2022
• Fed's Brainard Vows to Fight Inflation for 'as Long as It Takes'; • Fed Traders Steer Toward a 75-Basis-Point September Rate Hike; • Fed Report Shows Weak US Growth Outlook With Inflation Cooling; • Fed Inflation Battle to Spur Greater Economic Harm Than Realized more
Rubrics Morning Comment 07.09.22
7th September 2022
• Treasury Yields Jump as Corporate Bond Market Roars Back to Life; • Powell Channeling His Inner Volcker Risks Pushing Dollar Higher; • Oil Hits Lowest Since January as Dollar, Demand Concerns Flare; • Dollar Pain Spreads From Emerging to Developed Economies more
Rubrics Morning Comment 06.09.22
6th September 2022
• Global Rate-Hike Battle Presses On Relentlessly: Eco Week Ahead; • Oil's OPEC+ Rally Stalls as China Lockdowns Fan Demand Concerns; • California Avoids Blackouts With Bigger Test Ahead as Heat Looms; • Biden Loves Unions But Blue-Collar Workers Don't Love Him Back more
Rubrics Morning Comment 05.09.22
5th September 2022
• Europe’s Energy Crisis Deepens After Russia Keeps Pipeline Shut; • Lagarde's Inflation-Fight at ECB Makes Fed's Job Look Simple; • US Employers Add 315,000 Jobs as More Workers Join Labor Force; • No Escape From Biggest Bond Loss in Decades as Fed Keeps Hiking more
