Rubrics Morning Comment 04.05.22
4th May 2022
• Fed to Tighten With Big Hike, Asset Runoff: Decision-Day Guide; • Fed Traders Are Seeking an Answer to the 75-Basis-Point Question; • Rogoff Sees Fed Hiking Rates Up to 5% as Prices 'Out of Control'; • U.S. Takes First Step Towards Four-Year China Tariffs Review more
Rubrics Morning Comment 02.05.22
3rd May 2022
• Treasury Selloff Sends 10-Year Yield to 3% Ahead of Fed's Move; • U.S. Seen Cutting Quarterly Debt Sale Once More, Ahead of Fed QT; • End of Easy Money Brings a $410 Billion Global Financial Shock; • Griffin Says Fed Needs 4% Inflation This Year to Avoid Recession more
Rubrics Morning Comment 29.04.22
29th April 2022
• Treasury Market Weathers Another Week of Selling Out of Japan; • Global Turmoil Sends Dollar Surging in Rush Back to Go-To Haven; • Biden Hears 'Stagflation' Cry, Answers With 'Technical Factors'; • Oil Heads for Longest Run of Monthly Gains Since Early 2018 more
Rubrics Morning Comment 28.04.22
28th April 2022
• GDP Likely to Show 'Misleading' U.S. Weakness as Fed Plots Path; • Dollar Extends Gains as Dovish BOJ Ripples Through FX World; • Stock Rout Is Fed's 'Best-Case Scenario' as Powell-Put Era Ends; • Fed Balance-Sheet Runoff Can Lift Real Yields Toward 2019 Highs more
Rubrics Morning Comment 27.04.22
27th April 2022
• Deutsche Bank Sees 5%-6% Fed Target Rate and Deep U.S. Recession; • Oil Steadies as Investors Weigh Russian Cut to Natural Gas Flows; • Manchin, Schumer Discuss New Tax Hike, Deficit Cut Proposal; • Extreme Treasury-Short Position Supports Bullish Bias, Citi Says more
Rubrics Morning Comment 26.04.22
26th April 2022
• Treasuries Surge With Global Bonds as China Fans Growth Fears; • U.S. 10-Year Looks 100 Basis Points Cheap, Bank of America Says; • Oil Advances as Investors Weigh China's Covid-19 Resurgence; • Base Metals Slump on Concern Over China Lockdowns, Rate Hikes more
Rubrics Morning Comment 25.04.22
25th April 2022
• Traders Add Hedges for 75-Basis-Point Fed Hikes, Roiling Bonds; • Bond Danger Builds With Fed Set to Break From Its Cautious Past; • Oil Sinks Below $100 as China's Lockdowns Imperil Demand Outlook; • Turbocharged Fed Bets Lift Rates as Four Half-Point Hikes Priced more
Rubrics Morning Comment 22.04.22
22nd April 2022
• Powell Hardens Hawkish Pivot Toward Half-Point Fed Rate Hikes; • Global Bond Rout Extends as Three Half-Point Fed Hikes Priced In; • Oil Suffers Weekly Loss as China Lockdowns, Fed Pivot Take Toll; • Biden Warns Democrats Aren't Cluing In Voters on Achievements more
Rubrics Morning Comment 21.04.22
21st April 2022
• Fed Says High Inflation, Geopolitics Are Clouding Outlook; • Daly Says Fed Should Hike Expeditiously to Neutral by Year-End; • Fed Risks Shattering Pro-Jobs Policy by Taking Hammer to Prices; • Oil Pushes Higher as Array of Supply Risks Eclipse China Concern more
Rubrics Morning Comment 14.04.22
14th April 2022
• Fed's Waller Says Economy Can Handle Half-Point Rate Hikes; • Big Short in Front-End Treasuries Axed, Sending Yields Tumbling; • Treasury Traders Pare Bets on Fed Hikes as Two-Year Yield Falls; • JPMorgan's Chow Says Peak Inflation Is Still Too Tough to Call more
