Rubrics Morning Comment 17.06.22
17th June 2022
• JPMorgan Strategists Say Stocks Imply 85% Chance of US Recession; • Biden Says Recession Can Be Avoided as US Takes On Inflation; • Consumers Are Running Out Of Steam and Market Isn't Ready For It; • Fed Runs Out of Patience as It Homes In on Short-Term Inflation more
Rubrics Morning Comment 16.06.22
16th June 2022
• Fed Hikes 75 Basis Points; Powell Says 75 or 50 Likely in July; • Bond Market Losses Just Beginning as Fed Sets Path to 4% Yields; • Powell Sets Path to Restrain Economy and Stop Runaway Inflation; • T. Rowe Says Buy Bonds Now at 'Most Attractive Point' in Years more
Rubrics Morning Comment 15.06.22
15th June 2022
• Fed Mulls 'Game Changer' to Jolt Inflation: Decision Day Guide; • Gut-Wrenching Surge in US Real Yields Is Crushing Risky Assets; • Traders Are Betting Fed Will Cut Rates in 2023 After Steep Hikes; • Treasuries Extend Rout as Soaring Real Yields Crimp Risk Assets more
Rubrics Morning Comment 14.06.22
14th June 2022
• US Rates Have Biggest Two Days Since 1987, Jolting Global Assets; • Traders Brace for 4% Peak in Fed Rate as Bond Rout Intensifies; • Inflation Data Likely Push Fed to Consider 75 Basis-Point Hike; • Oil Holds Near $121 as Investors Weigh Tightening Markets more
Rubrics Morning Comment 13.06.22
13th June 2022
• Powell Facing Choice Between Elevated US Inflation and Recession; • Barclays, Traders Set Sights on Fed Rate Hike of 75 Basis Points; • Aggressive Fed Moves Back in Play as Yields Surge on CPI Shock; • Oil Extends Losses as Investors Weigh US Inflation, China Demand more
Rubrics Morning Comment 10.06.22
10th June 2022
• Druckenmiller Warns 'Bear Market Has a Ways to Run' as Fed Hikes; • Fed Needs Three or Four Half-Point Hikes, Ex-No. 2 Blinder Says; • Franklin's Dudley Says US at Worst Faces a 'Little-R Recession'; • El-Erian Warns Inflation Has Yet to Peak as Energy Prices Rise more
Rubrics Morning Comment 09.06.22
9th June 2022
• 'Train Wreck' Economy or Red-Hot Inflation Is Big New Bond Call; • Shock of War Threatens Lasting Impact on Global Economy; • Yellen Says Biden Team Is Looking to 'Reconfigure' China Tariffs; • Nobel Laureate Shiller Sees 'Good Chance' of a US Recession; • Oil Holds Near Three-Month High as US Stockpiles Tighten Further more
Rubrics Morning Comment 08.06.22
8th June 2022
• Market Optimists Make the Case That 2022 Will End on High Note; • Stagflation Danger Spurs World Bank to Cut Global Growth Outlook; • Yellen Warns Inflation to Stay High, Recants Again on Transitory; • Fed Reverse Repo Facility Use Surges to Record Amid Cash Deluge more
Rubrics Morning Comment 07.06.22
7th June 2022
• Peak Inflation Signs Are Flashing in Chips, Shipping, Fertilizer; • Fed Delivers Fuzzier Rate Message as It Gauges Impact of Hikes; • US Inflation Nearer 1980 Peak Than Thought, Summers Group Says; • JPMorgan's Kasman Sees No Recession as Dimon's 'Hurricane' Ebbs more
Rubrics Morning Comment 03.06.22
3rd June 2022
• Fed's Brainard Says Case for September Rate Pause Is 'Very Hard'; • Fink Sees Elevated Inflation for Years Amid Supply Shocks; • US Companies Add Fewest Jobs of Pandemic Recovery, ADP Data Show; • Bank of Canada Sees Higher Odds of Rates Over 'Neutral' 3% Range more
