Rubrics Morning Comment 08.12.25
8th December 2025
• US Consumer Spending Stalled in September, Inflation in Line • US Consumer Sentiment Rises for First Time in Five Months • ECB’s Schnabel ‘Rather Comfortable’ on Bets Next Move to Be Hike • Japan Confirms Deeper GDP Decline, Backing Takaichi’s Stimulus more
Rubrics Morning Comment 04.12.25
4th December 2025
• US Services Activity Expands at Fastest Pace in Nine Months • Payrolls at US Companies Fall by Most Since 2023, ADP Says • Market Has Doubts Over Hassett as Fed Chair, Says PGIM’s Peters • EU Proposes New Plan to Use Russian Assets to Fund Ukraine more
Rubrics Morning Comment 03.12.25
3rd December 2025
• Fed Has Rarely Been So Divided Over Its Long-Term Plan for Rates • World Economy Shows Surprising Resilience to Tariffs, OECD Says • Euro-Zone Inflation Edges Higher, Backing Steady ECB Rates • Bank of England Warns Debt-Fueled AI Boom Could Unravel more
Rubrics Morning Comment 02.12.25
2nd December 2025
• US Factory Activity Shrinks by the Most in Four Months • US, UK Announce Deal on Pharmaceutical Tariffs, Drug Pricing • UK Price Rises Ease as Retailers Roll Out Black Friday Deals • Japanese Ministers Refrain From Pushback After BOJ’s Hike Signal more
Rubrics Morning Comment 01.12.25
1st December 2025
• Trump Says He Has Made His Choice to Lead the Federal Reserve • Greek and Belgian Finance Chiefs Compete for Top Euro-Area Job • German Inflation Jumps to Nine-Month High as ECB Ponders Outlook • BOJ’s Ueda Sends Clear Hint at Chance of December Rate Hike more
Rubrics Morning Comment 28.11.25
28th November 2025
• CME Futures Trading Stopped Friday After Data Center Glitch • Carney, Alberta Unveil Plan for Oil Pipeline, Carbon Capture • UK’s OBR Says It Had No Hand in Tax U-Turn That Shocked Markets • Japan to Issue More Short-Term Debt to Fund Takaichi’s Stimulus more
Rubrics Morning Comment 27.11.25
27th November 2025
• Reeves’ £26 Billion Tax Hike Calms Markets After Chaotic Rollout • UK Bonds, Pound Rally as Investors Welcome Fiscal Restraint • Fed’s Beige Book Shows K-Shaped Split Deepens Among Consumers • Japan to Issue Over $73.5 Billion in New Bonds to Fund Stimulus more
Rubrics Morning Comment 26.11.25
26th November 2025
• US Retail Sales Lost Steam in September as Consumers Pulled Back • US Producer Price Index Rises on Higher Energy, Food Costs • US Consumer Confidence Falls by Most Since April on Economy • Reeves Finally Faces Day of Reckoning on Her Long-Awaited Budget more
Rubrics Morning Comment 25.11.25
25th November 2025
• Gilts Riding Best Rally Since 2020 Face Budget Reality Check • EU Rejects US Demand to Ease Tech Rules for Lower Steel Tariffs • Fed Fixates on AI, But It’s Not Ready to Make Big Greenspan Bet • Fed’s Waller Calls for December Cut, Then Go Meeting-By-Meeting more
Rubrics Morning Comment 24.11.25
24th November 2025
• US Business Activity Expands at Fastest Pace in Four Months • US Consumer Sentiment Falls to Near Lowest on Record • Euro-Zone Business Activity Remains Robust on Services Strength • UK Private Sector Slumps Amid Growing Negativity Ahead of Budget more
