Rubrics Morning Comment 19.07.22
19th July 2022
• Apple to Slow Hiring and Spending for Some Teams Next Year; • Quarles Says Fed Should Have Hiked Rates Before Taper Finished; • Oil Holds Above $100 as Traders Weigh Tight Market, OPEC+ Limits; • Yellen Touts 'Friend-Shoring' as Global Supply Chain Fix more
Rubrics Morning Comment 18.07.22
18th July 2022
• US Long-Term Inflation Expectations Drop to One-Year Low; • Treasury Market's Main Battleground Has Shifted Into Next Year; • DWS's Bianco Says Investors Should Turn to Short-Term Bonds; • Mammoth Trade in Fed Funds Futures Bets Against Full-Point Hike more
Rubrics Morning Comment 14.07.22
14th July 2022
• CPI Scorcher Opens Path for Fed to Consider 100 Basis-Point Hike; • Fed's Mester Says CPI Data Gives No Reason For Smaller July Hike; • Fed's Bostic Says 'Everything Is In Play' After Inflation Jumps; • Fed Report Says Inflation 'Substantial' But Signs of Moderating more
Rubrics Morning Comment 13.07.22
13th July 2022
• Fresh US Inflation Peak to Keep Fed on Aggressive Rate Path; • IMF Cuts Month-Old Forecast for US GDP, Citing Inflation Risks; • Global Finance Chiefs Head to Bali to Talk Inflation, Debt, Oil; • Millions of Americans Regret the Great Resignation more
Rubrics Morning Comment 12.07.22
12th July 2022
• Templeton Says Treasuries Need to Sell Off More, Fed Mispriced; • Fed's George Warns Raising Rates Too Fast Risks 'Oversteering'; • Bostic Confident US Economy Can Handle Another Jumbo Rate Hike; • White House Foresees June Inflation Reading as 'Highly Elevated' more
Rubrics Morning Comment 11.07.22
11th July 2022
• White-Knuckled Bond Investors Confident Only in More Havoc; • Treasury Yields Surge as Jobs Data Boost Bets on Fed Tightening; • Oil Sinks as China's Covid Resurgence Overshadows Tight Market; • US Job Growth Tops Estimates, Unemployment Rate Holds at 3.6% more
Rubrics Morning Comment 08.07.22
8th July 2022
• Fed Hawks Back 75 Basis-Point July Hike, Still See Soft Landing; • US Jobs Report to Show 'Natural Slowdown' But Not Broad Weakness; • Bond Volatility Keeps Climbing and Investors Are Flummoxed; • Bond Market a Daily Roller Coaster as Tactical Trading Prevails more
Rubrics Morning Comment 07.07.22
7th July 2022
• Fed Saw 'More Restrictive' Rates Possible If Inflation Persists; • Treasury Yields Surge as Fed Minutes Underscore Inflation Fight; • US Job Openings Dip Slightly to 11.3 Million, Remain Near Record; • Oil Fluctuates With Slowdown Concerns Offset by Tight Supply more
Rubrics Morning Comment 06.07.22
6th July 2022
• Bond Volatility Soars in Tug-of-War Between Recession, Fed Risks; • Food Inflation Fears Abate as Cooking Oils and Grains Plummet; • Global Corporate Debt Burden Shows Rare Decline as Costs Surge; • Recession Fear Drives Greenback to Strongest Level Since 2020 more
Rubrics Morning Comment 05.07.22
5th July 2022
• Fed Pivot in September Floated as Possible Stock Market Savior; • Treasuries Reopen With Losses as Global Risk Sentiment Rebounds; • Biden Close to Rollback of China Tariffs to Fight Inflation; • Inflation Expectations Hit Record in Bank of Canada Surveys more
