Rubrics Morning Comment 14.12.21
14th December 2021
• G-7 Finance Chiefs Vow to Avert Future Supply-Chain Problems; • Bank of Canada Renews 2% Inflation Target, Adds Jobs to Mandate; • Manchin Says He's 'Engaged' With Biden on Economic Plan; • Omicron Variant Dents Vaccine Protection in Oxford Study more
Rubrics Morning Comment 13.12.21
13th December 2021
• Consumer Prices in U.S. Climb at Fastest Annual Rate Since 1982; • G-7 Warns Russia of 'Massive Consequences' Over Ukraine; • Oil Rises After Weekly Gain on Omicron Relief and China Optimism; • El-Erian Says Transitory Inflation Call Likely Fed's Worst Ever more
Rubrics Morning Comment 10.12.21
10th December 2021
• U.S. Debt-Ceiling Hike on Path for Final Passage Next Week; • Biden Infuriates Eastern NATO Allies With Outreach to Russia; • Bank of Canada to Keep 2% Inflation Target in New Mandate; • Oil's Red-Hot Rally Fizzles With Traders Reassessing Omicron Hit more
Rubrics Morning Comment 09.12.21
9th December 2021
• Pfizer Will Know Shot's Efficacy Against Omicron by Year-End; • U.S. Job Openings Near Record, Quits Post First Drop Since May; • Chip Wait Times Grow Again, Signaling Shortages Will Drag On; • Treasury Curve Flattening Close to an End, Janus Henderson Says more
Rubrics Morning Comment 08.12.21
8th December 2021
• Two-Year Treasury Yields Erase Omicron Drop on Hawkish Fed Bets; • Pimco Warns Risk of Policy Mistakes From Central Banks Is Rising; • Treasury Dealer Short Positions Another Red Flag for Liquidity; • Gundlach Sees 'Rough Waters' for Market as Fed Pursues Taper more
Rubrics Morning Comment 07.12.21
7th December 2021
• Cracks Emerge in Treasury Bond Market as Fed Starts to Back Away; • Biden Weighs Russian Banking Sanctions If Putin Invades Ukraine; • Congressional Leaders Eye Tying Debt Ceiling to Defense Bill; • Oil Extends Gains Above $70 on Signs Omicron Concerns Overdone more
Rubrics Morning Comment 06.12.21
6th December 2021
• Powell's Fast-Taper Signal Presages Agile Fed on 2022 Rate Hikes; • Credit Funds Signal More Pain as Record Cash Swamps Treasury ETF; • Initial Hospital Data in Omicron Epicenter Shows Milder Disease; • Goldman Cuts U.S. GDP Forecast With Omicron a Drag on Growth more
Rubrics Morning Comment 03.12.21
3rd December 2021
• Fed Trio Echoes Powell on Faster Taper Amid Quickening Inflation; • Renewed U.S. Jobs Strength Confronts Fresh Challenge in Omicron; • Yellen Says It's Fed's Job to Avoid Any Wage-Price Spiral; • U.S. Worker Shortage Not Likely to Ease Soon, Survey Shows more
Rubrics Morning Comment 02.12.21
2nd December 2021
• Powell Stresses Vigilance on Inflation, Says Policy to Adapt; • Fed's Mester Open to Faster Taper to Win Space for Rate Hike; • Record Volumes at LA Ports to Be 'New Normal' After Crisis; • Oil Skittish Near Three-Month Low Ahead of OPEC+ Supply Meeting more
Rubrics Morning Comment 01.12.21
1st December 2021
• Powell Weighs Faster End of Bond Buys Amid High Inflation; • Hawkish Powell Is a Force Markets Haven't Faced in Three Years; • Traders Are Grappling With a Whole New World of Bond Volatility; • Debt-Cap Concern Spurs Nervousness About Late December T-Bills more
