Rubrics Morning Comment 02.06.22
2nd June 2022
• Fed Hawks and Doves Stay the Course on Rate Hikes to Cool Prices; • US Manufacturing Growth Unexpectedly Firms on Stronger Orders; • Dimon Says Bank Is Bracing Itself for Economic 'Hurricane'; • US Economy Shows Signs of Downshifting as Rates, Inflation Bite more
Rubrics Morning Comment 01.06.22
1st June 2022
• Stock Rebound Is Powell's Headache as Financial Conditions Ease; • Yellen Says 'I Was Wrong' Last Year on the Path of US Inflation; • Biden, in Rare Powell Meet, Seeks to Deflect Inflation Blame; • Biden Says US Will Provide Ukraine Advanced Rocket Systems more
Rubrics Morning Comment 31.05.22
31st May 2022
• German Inflation Hits Fresh Record, Piling Pressure on ECB; • Fed's Waller Backs Half-Point Rate Hikes at 'Several' Meetings; • Treasuries Slide as Inflation Fears Eat Away at May Rally; • Oil Roars to Sixth Monthly Advance on EU Ban, China's Reopening more
Rubrics Morning Comment 30.05.22
30th May 2022
• US Wage Increases Show Signs of Peaking in Welcome Sign for Fed; • Summers Says Fed 'At Last' Adopted Appropriate Policy Posture; • Treasury Bulls Brace for Reckoning With Forces Driving Inflation; • Brent Crude Tops $120 as Shanghai Eases Curbs, EU Leaders Meet more
Rubrics Morning Comment 27.05.22
27th May 2022
• Bond Trade Ideas Flourish as Investors Weigh Fed Rate-Hike Pause; • US Plans Economic Talks With Taiwan in Latest Challenge to China; • Fed Would Blunt Impact From A Digital Dollar as Banks Push Back; • US Consumers Expect Inflation Shock to Pass, NY Fed Survey Finds more
Rubrics Morning Comment 26.05.22
26th May 2022
• Traders Defy Fed Hawks as Half-Point Hike in July in Doubt; • Fed Saw Aggressive Hikes Providing Flexibility Later This Year; • Oil Extends Gain as US Stockpiles Tighten Before Driving Season; • Double Crises From Ukraine to China Take Toll on Global Recovery more
Rubrics Morning Comment 25.05.22
25th May 2022
• Treasury Yields Slide as Fed's Path Is Repriced After Weak Data; • Here's How Fed Might Adopt Bostic's Fed Rate Pause in September; • Treasuries' New-Found Haven Status Masks Vanishing Liquidity; • US New-Home Sales Plunge to Lowest Since Start of Pandemic more
Rubrics Morning Comment 24.05.22
24th May 2022
• Fed's George Says Inflation Will Guide Moves After Rates Hit 2%; • Fed Rate-Hike Pause in September May 'Make Sense,' Bostic Says; • Fed Facility Tops $2 Trillion as Investors Scramble to Park Cash; • Biden, Georgieva Push Against Slump Fears Amid Davos Gloom more
Rubrics Morning Comment 20.05.22
20th May 2022
• Fed to Plow Ahead on Half-Point Hikes, Undeterred by Stock Slump; • Stagflation Danger Stalks Global Economy Beset by War Fallout; • Fed's George Says 'Rough' Market Won't Alter Fed Tightening Plan; • Goldman, JPMorgan Strategists See Recession Fears as Overblown more
Rubrics Morning Comment 19.05.22
19th May 2022
• Global Bonds Switch to Rally Mode as Recession Fears Intensify; • Fed's Evans Sees Inflation Curbed With a Few Hikes Past Neutral; • Fed Reverse Repo Facility Demand Jumps to Record Amid Cash Glut; • JPMorgan Cuts GDP Forecast, Citing Drag From Stock-Market's Drop more
