Rubrics Morning Comment 17.01.22
17th January 2022
• Global Bonds Under Siege as Treasuries Selloff Spreads; • Dimon Warns Fed Could Hike 7 Times and Not Be 'Sweet and Gentle'; • Brent Oil's Rally to Seven-Year High Falters on China Weakness; • U.S. Hits an Old Germany Problem as It Tries to Squeeze Russia more
Rubrics Morning Comment 14.01.22
14th January 2022
• Treasury Market Stages Reprieve Rally as Yield Surge Lures Cash; • Fed's Evans, Harker See Three or Four Rate Increases in 2022; • Brainard Signals She's Open to Raising Interest Rates in March; • Inflation Risks Getting Sticky as Big Firms Flex Pricing Power more
Rubrics Morning Comment 13.01.22
13th January 2022
• Fed's Daly, Harker Join Calls for Rate Liftoff as Early as March; • Fed's Brainard Says Curbing Inflation Is 'Most Important Task'; • U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike; • Short-Treasuries Trade Gets Crowded as Market Sees Rising Yields more
Rubrics Morning Comment 12.01.22
12th January 2022
• Powell Makes Case for Fed Curbing Inflation While Doing No Harm; • The Clashing Forces That Will Drive U.S. Inflation in 2022; • Fed Chorus for March Hike Grows as Mester, Bostic Add Support; • World Bank Cuts Global Growth Forecast on Virus Flare-Ups more
Rubrics Morning Comment 11.01.22
11th January 2022
• Traders Follow Goldman Call as Cash Piles Into March Fed Liftoff; • Powell Says Fed to Ensure Inflation Doesn't Take Root in Economy; • Four Fed Hikes May Be Just the Start as Traders Boost Rate Bets; • Oil Gains Before U.S. Stockpiles Data as Libyan Output Monitored more
Rubrics Morning Comment 07.01.22
7th January 2022
• Goldman Sachs Sees 'New Conundrum' Capping Treasury Yields Surge; • Fed Could Lift Off in March, Shrink Assets Next, Bullard Says; • Oil Set for Third Weekly Advance as Market Tightens on Outages; • U.S. Initial Jobless Claims Rose to 207,000 Last Week more
Rubrics Morning Comment 06.01.22
6th January 2022
• Fed Minutes Flag Chance of Earlier Hikes, Balance-Sheet Rundown; • Fed Leaves Gradualism Behind With Urgency on Rates, Assets; • Treasuries at 3%, Sell Tech: Traders Update Bets on Hawkish Fed; • Debate Emerges Over How to Shrink Fed's $8 Trillion Bond Pile more
Rubrics Morning Comment 05.01.22
5th January 2022
• Kashkari Sees 2022 Fed Rate Hikes to Counter Inflation Risk; • Treasury Yield Curve Steepens on Bet Fed Sticks to Hawkish Path; • U.S. Yield Move Is About Technicals and Inflation, Not Optimism; • Inventory 'Bullwhip' Risk Emerges in Latest U.S. Logistics Index more
Rubrics Morning Comment 04.01.22
4th January 2022
• U.S. 10-Year Yield Tops 1.6% in Worst Start to a Year Since 2009; • White House Likely to Nominate Philip Jefferson for Fed Seat; • Oil Fluctuates Near $76 Ahead of OPEC+ Meeting on Supply Policy; • Biden Launches Plan to Fight Meatpacker Giants on Inflation more
Rubrics Morning Comment 30.12.21
30th December 2021
• Treasury Yields Breach Key Levels Amid Global Bond Retreat; • Biden, Putin to Talk Thursday Amid Ongoing Ukraine Tensions; • Oil Holds Gains After Six-Day Surge on Shrinking U.S. Stockpiles; • Fed's Incoming Voters Skew Hawkish. Biden Picks May Tilt Balance more
