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
Rubrics Morning Comment 29.12.21
29th December 2021
• World Hits Record Daily Covid Cases as Omicron Mars Christmas; • Dollar's Best Days Look Numbered as Funds Rush to Front-Run Fed; • N.Y. Covid-19 Hospitalizations Jump Most Since April 2020; • Truck Drivers to Seafarers Quit as Covid Shutters Borders Again more
Rubrics Morning Comment 23.12.21
23rd December 2021
• Omicron Hospitalization Risk Below Delta's in Early Studies ; • Oil Rises to Four-Week High as U.S. Crude Stocks Decline; • U.S. Existing-Home Sales Advance for a Third Consecutive Month; • U.S. Consumer Confidence Rose in December, Defying Omicron Fears more
Rubrics Morning Comment 22.12.21
22nd December 2021
• A Global Savings Glut Is Set to Anchor Treasury Yields Below 2%; • Dollar Funding Market Is Feeling the Strains of Too Much Cash; • Biden Sees Path for Economic Plan Despite Manchin Rebuff; • Oil Futures Rise With Equities in Volatile Year-End Trading more
Rubrics Morning Comment 21.12.21
21st December 2021
• Fed Reverse Repo Usage Rises to Record for Fourth Straight Day; • Biden-Manchin Call Seen Possibly Reviving Talks on Economic Plan; • U.S. Economy Loses Fed, Fiscal Props After Powell-Manchin Pivots; • Biden Falters in Push to Reframe Debt Debate, Thwarting Agenda more
Rubrics Morning Comment 20.12.21
20th December 2021
• Waller Backs March Fed Liftoff, Daly Sees Two or Three '22 Hikes; • Goldman Cuts U.S. GDP Forecast as Biden Economic Agenda in Doubt; • The Bond Market Isn't Buying Fed's Sketch of Rate Hike Plans; • U.S. Economy Loses Fed, Fiscal Props After Powell-Manchin Pivots more
Rubrics Morning Comment 17.12.21
17th December 2021
• Five-Year Treasury Yields Slump in Rejection of Fed 2023 Outlook; • Powell Resets Fed Goals for Job Market in Light of Covid Reality; • Central Banks Bet Economies Can Tolerate Omicron, Not Inflation; • Top Biden Economist: 'I Really Do Believe' Inflation Will Ease more
Rubrics Morning Comment 16.12.21
16th December 2021
• Fed Doubles Taper, Signals Three 2022 Hikes in Inflation Pivot; • Powell Says Balance-Sheet Debate Underway, This Time Different; • U.S. Retail Sales Trail Forecast, Suggesting Drag From Inflation; • Powell's Hawkish Tune Gets Equities Going as Bonds Take a Seat more
Rubrics Morning Comment 15.12.21
15th December 2021
• Fed to Pivot to Fast Taper, More Rate Hikes: Decision-Day Guide; • Block Traders Build Big Treasuries Short in Futures Before Fed; • At 3 p.m., Trading in U.S. Bond Futures Jumps Like Clockwork; • Traders See More Currency Volatility No Matter What Omicron Does more
