Rubrics Morning Comment 02.09.22
2nd September 2022
• US Jobs Data Have Potential to Push Fed Toward Third Jumbo Hike; • Global Bonds Tumble Into Their First Bear Market in a Generation; • Bostic Says Fed Has 'Work to Do' With Inflation Long Way From 2%; • Treasury Yields Jump on Risk Job Growth Will Spur Hawkish Fed more
Rubrics Morning Comment 01.09.22
1st September 2022
• Fed's Mester Backs Rates Above 4% Early Next Year, No 2023 Cuts; • Oil Retreats as Demand Concerns Escalate, Dollar Pushes Higher; • Losses Mount for Global Bonds as Hawkish Fed Message Intensifies; • The Fed Is About to Go Full Throttle on QT. Fear Not: Kevin Muir more
Rubrics Morning Comment 31.08.22
31st August 2022
• Global Bond Index Tumbles Toward Bear Market on Powell Pushback; • Fed's Soft Landing Hinges on Job Market Doing Something Strange; • Fed Officials Renew Rate-Hike Theme While Staying Vague on Size; • Fed Gets New Path to Go Big as Job Openings, Confidence Surprise more
Rubrics Morning Comment 30.08.22
30th August 2022
• QT to Hit 'Full Stride' With Fed Shrinking $9 Trillion Portfolio; • Oil Holds Biggest Gain in Six Weeks With Supply Risks Ascendant; • Kashkari ‘Happy’ to See Market Rout in Wake of Jackson Hole; • JPMorgan's Kelly Says Buy Value, Sell Crypto With Hawkish Fed more
Rubrics Morning Comment 29.08.22
29th August 2022
• Central Bankers in Jackson Hole Embrace Tightening Mission Ahead; • Treasury Two-Year Yields Rise to Highest Since 2007 on Rate Bets; • Shrinking Fed Balance Sheet an Uphill Task: Jackson Hole Paper; • Powell's 'Totality of Data' Prolongs Bond Market's Limbo State more
Rubrics Morning Comment 25.08.22
25th August 2022
• Lockstep Markets Primed for All-or-Nothing Powell Sweepstake; • Stiglitz Says Rate Hikes That Are Too Steep May Worsen Inflation; • Biden Unveils Bid to Free Students From 'Unsustainable Debt'; • Oil Holds Gains After US Exports Jump, Global Supply Tightens more
Rubrics Morning Comment 23.08.22
23rd August 2022
• Hedge Funds Build Up Big Short Betting on Hawkish Jackson Hole; • Chip Sales Set to Slow Further as Global Recession Fears Mount; • Inflation Is a Terrible Bet in the Case of Linkers Plunging 17%; • Stocks Have Reason to Rally Out of Jackson Hole, Strategists Say more
Rubrics Morning Comment 22.08.22
22nd August 2022
• US Yield Approaches 3% as Jackson Hole May Cement Hawkish Bets; • Powell Has Chance to Reset Market Expectations at Jackson Hole; • Bears Circle Stocks as Faster Fed Bond Runoff Threatens Rebound; • Barkin Says Fed Will Curb Inflation Even at Risk of Recession more
Rubrics Morning Comment 05.08.22
5th August 2022
• Mester Reiterates Fed Resolve to Curb Inflation With Rate Hikes; • Labor Hoarding Holds Key to How Severe a US Recession May Get; • US Jobless Claims Rise Slightly, Near Highest Since November; • Democrats Agree on Revised Tax Bill With Stock Buyback Levy more
Rubrics Morning Comment 04.08.22
4th August 2022
• Fed Leaders Pledge Tough Fight to Keep Inflation Credibility; • Oil Steadies After Plunge as Traders Grapple With Demand Concern; • White House Lobbies Democrats Against Bid to Deepen Taiwan Ties; • Dollar Will Rise More as Long as US Growth Is Resilient, TD Says more
