Rubrics Morning Comment 03.08.22
3rd August 2022
• Fed Pushes Back Against Pivot Idea, With Inflation Yet to Slow; • Treasuries Rally Gained Fuel From Traders Covering Short Bets; • Pozsar Says L-Shaped Recession Is Needed to Conquer Inflation; • Pelosi Vows US Won't Abandon Taiwan in Face of Chinese Pressure more
Rubrics Morning Comment 02.08.22
2nd August 2022
• Chaos in Bond Market Is Dangerous Side Effect of Inflation Fight; • BofA Sees Path to 10-Year Treasuries Yielding 2% as US Cools Off; • Bond Market's Misread of Fed at Peak, Bloomberg's Wong Says; • Pelosi's Taiwan Trip Raises Angst in Global Financial Markets more
Rubrics Morning Comment 29.07.22
29th July 2022
• US Economy Shrinks for a Second Quarter, Fueling Recession Fears; • Wall Street Banks Divided Over Size of Fed's Next Rate Hike; • Fed Reverse Repo Facility Draws Record Usage as Rates Rise; • Oil Set for Weekly Gain as Tight Markets Offset Slowdown Fears more
Rubrics Morning Comment 28.07.22
28th July 2022
• Fed Hikes by 75 Basis Points as Powell Sees No US Recession Now; • Powell Signals More Hikes Coming, Leaves Out Details This Time; • Treasury Traders Are Dialing Back Bets on Fed Policy Tightening; • Dudley Says Fed Will Hike Much Further Than What Markets Expect more
Rubrics Morning Comment 27.07.22
27th July 2022
• IMF Cuts World GDP Outlook a Third Time as Inflation, Rates Jump; • Biden Will Speak to Xi on Thursday as US-China Ties Worsen; • Oil Climbs as US Crude Stockpiles Shrink Ahead of Fed Decision; • SOFR Futures Market Gets Big Block Trade as Bet on Hawkish Fed more
Rubrics Morning Comment 26.07.22
26th July 2022
• Biden Team's Take on 'Technical Recession': It's Not Real; • Oil Extends Gain With Tight Supply Offsetting Slowdown Concerns; • Russia to Cut Nord Stream Gas Flow in Ominous Sign for Winter; • ECB's Kazaks Says Stronger Hikes May Not Be Over After Big Move more
Rubrics Morning Comment 25.07.22
25th July 2022
• Bond Traders Regaining Faith That Fed Can Slay Inflation Dragon; • JPMorgan's Michele Says Bonds Have Recession Priced In; • Summers Says Fed Needs to Take Strong Action to Curb Inflation; • Recession Now Appears the Price to Pay for Beating Inflation more
Rubrics Morning Comment 22.07.22
22nd July 2022
• Lagarde Bids for ECB to Defy History With Third-Time-Lucky Hike; • Russia Resumes Nord Stream Gas Flow, Bringing Europe Respite; • Bond Traders Hunt for the Trigger of the ECB's Anti-Crisis Tool; • ECB Rushes to Tighten as Half-Point Hike Matched by Crisis Tool more
Rubrics Morning Comment 21.07.22
21st July 2022
• ECB to Finally Join Global Rate-Hike Club: Decision Guide; • Powell's Econ-101 Lesson Presents Best-Case Inflation Scenario; • Biden Sees Xi Call in 'Next 10 Days' as US Weighs Easing Tariffs; • Oil Declines as Traders Assess Weak US Gasoline Demand, China; more
Rubrics Morning Comment 20.07.22
20th July 2022
• BofA Survey Shows Full Investor Capitulation Amid Pessimism; • Fed Must Unwind Policy 'Failure' Like in 1970s, Hoisington Says; • Oil Declines as Traders Assess US Stockpiles, Outlook for Dollar; • Fed's Barr Sworn In, Forming Full Board for First Time Since '13 more
