Rubrics Morning Comment 21.11.25
21st November 2025
• US Payrolls Grew in September, But Jobless Rate Shows Fragility • Japan Unveils Biggest Stimulus Since Covid in Bond Market Test • UK Borrowing Overshoot Grows to £9.9 Billion Ahead of Budget (1) • Italy Considers Backing Spain to Lead Euro-Area Finance Chiefs more
Rubrics Morning Comment 19.11.25
19th November 2025
• UK Inflation Dips for First Time in Seven Months Ahead of Budget • ECB Jobs Race Jolted by Shock Exit of Euro-Area Finance Chief • Trump Says He Thinks He Already Knows Choice for Fed Chair • US Companies Shed Jobs as October Drew to a Close, ADP Data Show more
Rubrics Morning Comment 17.11.25
17th November 2025
• Europe Gauges Fallout From Trump’s Year of Trade Chaos: Eco Week • BLS Says September US Jobs Report Will Be Released Nov. 20 • Fed’s Hawks Seize Spotlight Making Case Against a December Cut • Trump Cuts Food Tariffs on Beef, Coffee as Prices Vex Voters more
Rubrics Morning Comment 13.11.25
13th November 2025
• Record US Government Shutdown Ends as Trump Signs Spending Bill • October Jobs, CPI Unlikely to Be Released, White House Says • Fed’s Perli Says Won’t Be Long Before Fed Starts Buying Assets • UK Economy Barely Grows in Quarter Before Reeves’ Budget more
Rubrics Morning Comment 12.11.25
12th November 2025
• US Companies Shed Jobs in Late October, Weekly ADP Data Show • US Small-Business Optimism Dips to Six-Month Low on Earnings • UK Unemployment Rises to 5%, Lifting Chance of BOE Rate Cut • Economists Question UK Unemployment Rise That Rattled Markets more
Rubrics Morning Comment 11.11.25
11th November 2025
• US Shutdown Nears End as Senate Passes Deal, House Readies Vote • Trump Backs Deal to End US Shutdown as Senate Plans Vote on Bill • US October Consumer Goods Inflation Slows in OpenBrand CPI Data • US Airlines Cancel 2,100 Flights as Shutdown Talks Advance more
Rubrics Morning Comment 10.11.25
10th November 2025
• Senate Advances Plan to End Shutdown After Some Democrats Agree • Democrats Concede Shutdown Fight Without Health Care Win in Hand • Data Fog Intensifying for Fed as Shutdown Delays CPI: Eco Week • US Consumer Sentiment Declines to a More Than Three-Year Low more
Rubrics Morning Comment 07.11.25
7th November 2025
• Bank of England Holds Rates at 4% and Tees Up December Cut • German Exports Surge Most in 10 Months as US Trade Picks Up • US Companies Announce Most October Job Cuts in Over 20 Years • Judge Orders Officials to Fully Fund Food Aid Amid Shutdown more
Rubrics Morning Comment 06.11.25
6th November 2025
• US Services Activity Expands at Fastest Pace in Eight Months • US Companies Added 42,000 Jobs in October, ADP Data Show • Supreme Court’s Trump Tariff Skepticism Means Uncertainty Reigns • BOE Set to Hold Rates at 4% as Budget Looms: Decision Guide more
Rubrics Morning Comment 05.11.25
5th November 2025
• Democratic Sweep Gives Party a Roadmap for Winning in Trump Era • Mamdani Makes History With Decisive Win in NYC Mayoral Race • Flight to Treasuries Shows Some Fear Stock Slump Has Room to Run • Canada Set to Add $119 Billion to Deficits as Growth Stalls more
