Rubrics Morning Comment 04.07.22
4th July 2022
• Long, Moderate and Painful: What Next US Recession May Look Like; • JPMorgan Cuts US GDP Forecasts 'Perilously Close' to Recession; • Many Major Economies to Hit Recession in Next Year, Nomura Says; • Bond Holders Look to Recession for Salvation After Vicious Half more
Rubrics Morning Comment 01.07.22
1st July 2022
• Ten-Year Treasury Yield Falls Below 3% as Recession Fears Mount; • Economists Sour on US Outlook After Spending Stumbles; • Oil Feels Sting of Recession Concerns With Third Weekly Retreat; • Metals Cap Worst Quarter Since 2008 on Global Downturn Angst more
Rubrics Morning Comment 29.06.22
29th June 2022
• US Consumer Confidence Hits 16-Month Low on Drag From Inflation; • Treasury Bears Capitulated as Recession Fear Dragged Down Yields; • Real Rates That Powell Watches Are Still Far From Shouting Stop; • Great Inflation Trade on Wall Street Peaking Across Assets more
Rubrics Morning Comment 28.06.22
28th June 2022
• Goldman Sachs Says US Rates Market Underprices Recession Risk; • G-7 to Tell Ministers to Explore Price Cap on Russian Gas; • NATO to Label China 'Systemic Challenge' in Strategic Plan; • Oil Extends Gains on Supply Disruptions Ahead of OPEC+ Meeting more
Rubrics Morning Comment 27.06.22
27th June 2022
• Powell's Path to 2% Inflation Needs Luck or, Failing That, Pain; • Bond Traders Are Trapped Between Recession and Inflation Fears; • US Layoffs, Hiring Freezes Are Tip of Labor Market Slowdown; • Goldman Says Signs Are Here of Belt-Tightening Impact to Profits more
Rubrics Morning Comment 24.06.22
24th June 2022
• Powell Hammers Home 'Unconditional' Commitment to Cool Prices; • Crude Oil Wilts as Global Recession Concerns Batter Commodities; • Banks Ace Fed Stress Tests, Pave Way for Shareholder Payouts; • HSBC's Major Says Yields Likely Peaked as Recession Risks Grow more
Rubrics Morning Comment 23.06.22
23rd June 2022
• Powell Says Soft Landing 'Very Challenging;' Recession Possible; • Global Yields Drop From Multi-Year Highs as Recession Fears Grow; • Treasury's Unloved 20-Year Bond Draws Buyers to Auctions; • Crude Oil Takes Fresh Blow as Recession Angst Scars Commodities more
Rubrics Morning Comment 22.06.22
22nd June 2022
• Inflation Is Fueling 'Most Uncertain Time' in Investors' Careers; • Pimco Says Bond Market Outlook Improves After 'Historic' Moves; • Barkin Says Fed Should Normalize Policy As 'Fast' as Feasible; • Crude Oil Buckles as Recession Angst Rattles Commodity Investors more
Rubrics Morning Comment 21.06.22
21st June 2022
• Summers Says US Needs 5% Jobless Rate for Five Years to Ease CPI; • Biden Says US Recession Avoidable After Call With Summers; • Yellen Says 'Stay Tuned' for Word on Russian Oil Price-Cap Plan; • Oil Advances as Investors Weigh Outlook for Demand, US Economy more
Rubrics Morning Comment 20.06.22
20th June 2022
• Powell Focuses on 2% Inflation as Fed Vows 'Unconditional' Fight; • Waller Backs 75 Basis-Point July Hike, Says Fed Is 'All In'; • Fed's Mester Sees Higher Risk of Recession in Inflation Fight; • Wall Street Alarms Bell as 60/40 Set for Worse Quarter Than 2008 more
