Rubrics Morning Comment 28.02.22
28th February 2022
• West Cuts Some Russian Banks From SWIFT, Sanctions Central Bank; • Oil Soars as More Sanctions on Russia Spur Energy Crisis Fears; • SWIFT Ban on Russia Means the Fed May Need to Ready Dollars; • Fed Repeats It Will 'Soon' Be Time to Raise Interest Rates more
Rubrics Morning Comment 25.02.22
25th February 2022
• Ukraine Fights Back Against Russia as West Ramps Up Sanctions; • Fed's Waller Sees Strong Case for Half-Point Hike If Data Hot; • Pozsar Says $300 Billion Russia Cash Pile Can Roil Money Markets; • Fed Officials Keep Rate-Hike Resolve Despite Ukraine Uncertainty more
Rubrics Morning Comment 22.02.22
22nd February 2022
• Putin Orders Forces to Breakaway Ukraine Areas in Escalation; • Treasuries Yet to Flash Recession Signal for Yield Curve Pioneer; • Fed Official Suggests Half-Point March Hike on Table If Data Hot; • Goldman Team Sees S&P Down 6% if Ukraine Conflict Worsens more
Rubrics Morning Comment 18.02.22
18th February 2022
• Fed Traders Have Dialed Back Bets on a Supersized March Hike; • Lavrov Agrees to Meet Blinken, U.S. Says: Ukraine Update; • Mester Backs Faster Fed Rate-Hike Pace If Needed to Tame Prices; • Bullard Says Fed May Need to Raise Rates Above 2% to Curb Prices more
Rubrics Morning Comment 17.02.22
17th February 2022
• Fed Eyes Rate Hike Soon and Faster Tightening Pace If Needed; • Treasuries, Yen Rally on Haven Bids as Ukraine Concerns Flare Up; • Fed Needs to Hike Mortgage Costs for Soft Landing, Pozsar Says; • Russian Claims of Ukraine Pullback Are False, U.S. Charges more
Rubrics Morning Comment 16.02.22
16th February 2022
• Biden Raises Volume on Ukraine With Public Pressure on Putin; • Treasury Market Liquidity Is Eroding With Fed's Course a Gamble; • Global Policy Chiefs Face Hawkish Market Bets on Inflation; • Republicans Stall Fed-Nominee Votes Over Raskin Opposition more
Rubrics Morning Comment 15.02.22
15th February 2022
• U.S. Inflation Outlook Falls for First Time Since October 2020; • Bullard Urges Front-Loading Fed Hikes for Inflation Credibility; • Traders Price Deeper Fed Rate Cuts With Cycle Peaking Mid-2023; • White House Seeks to Avoid Gas Price Shocks From Ukraine Crisis more
Rubrics Morning Comment 14.02.22
14th February 2022
• Whiplashed Treasury Holders Eye Long Bonds For Next Fed Signals; • Bond Veterans Say Market Wrong to See Fed Hikes Ending Near 2%; • U.S.-Russia Standoff Over Ukraine Heads Into Tensest Week; • Fed Rate-Increase Path to Be Data-Dependent, Measured, Daly Says more
Rubrics Morning Comment 11.02.22
11th February 2022
• Fed Doesn't Yet Favor a Half-Point Hike or an Emergency Move; • Fed's Bullard Backs Supersized Hike, Seeks Full Point by July 1; • Goldman Sees Fed Hiking Seven Times in 2022 Instead of Five; • Traders Pricing Seven Fed Hikes This Year as Global Bonds Tumble more
Rubrics Morning Comment 10.02.22
10th February 2022
• Fed's Mester Not Keen on Half-Point Hike; Bostic's Options Open; • Hot Inflation Data Risk Pushing Fed Closer to a Super-Sized Hike; • Treasury Market's Massive Selloff Lures Investors to Auction; • Oil Steadies as U.S. Stockpiles Drop With Focus on Iran Progress more
