Rubrics Morning Comment 30.11.21
30th November 2021
• Powell Says Omicron Adds Economic Risks, Inflation Uncertainty; • Omicron Risks New Inflation Headache for Global Central Bankers; • Traders Scrapped $100 Billion of Fed Bets in Friday's Epic Move; • Europe's Cash Glut Is Spilling Into Already Stuffed U.S. Markets more
Rubrics Morning Comment 29.11.21
29th November 2021
• Economists Wargame How Omicron Will Impact Global Recovery; • Urgent Push to Gauge Omicron Threat on Claim Symptoms 'Mild'; • Bostic Plays Down Risk From New Variant, Is Open to Faster Taper; • Bond Traders Focused on Inflation Fight Even Amid Omicron Fear more
Rubrics Morning Comment 26.11.21
26th November 2021
• Nervy Week for Markets Ends With Wild Swings on New Covid Strain; • New Variant Spread Across Hotel Corridor in Hong Kong Quarantine; • Goldman Economists Expect Fed Will Taper, Raise Rates Faster; • Brent Oil Slides on Covid Concerns Ahead of Key OPEC+ Meeting more
Rubrics Morning Comment 24.11.21
24th November 2021
• Traders Dial Back Inflation Fears as Bets Mount on Hawkish Fed; • Oil Steadies as Global Release of Strategic Reserves Underwhelms; • Biden Sees Supply Logjams Easing, Oil Release Damping Prices; • Supply Shortages Are Easing in U.S. and Getting Worse in Europe more
Rubrics Morning Comment 23.11.21
23rd November 2021
• Wall Street's Popular Fed Bet Gets Rescue From Powell Nomination; • Bostic Says Faster Taper Would Give Fed Option for Earlier Hikes; • Yellen Sees Monthly Inflation Back in 0.2% Range Later in 2022; • Fed's Powell, Brainard Stress U.S. Inflation Battle Is Priority more
Rubrics Morning Comment 22.11.21
22nd November 2021
• Fed Looks Likely to Consider Faster Drawdown in Asset Purchases; • Powell or Brainard Will Struggle to Align Hikes With Hiring Goal; • Fed's Waller Favors Faster Taper on Inflation Surge; • Bond Traders on Rocky Path Are About to Be Stuffed With Auctions more
Rubrics Morning Comment 19.11.21
19th November 2021
• U.S. Sells 10-Year Inflation-Protected Notes at Record Low Yield; • Biden Bill Heads to Friday Vote as McCarthy Delays Passage; • Debt Ceiling Dramatics Make for Strange Treasury Bill Offering; • Top Biden Labor Economist Wants Fed to Run It Hot to Boost Jobs more
Rubrics Morning Comment 18.11.21
18th November 2021
• Citi Joins Morgan Stanley in Backing Bet on Faster Fed Hikes; • Paulson Warns of 'Dangerous' World If China-U.S. Tensions Worsen; • Top Economists See Biden's Spending Plan Adding to Inflation; • Oil Takes Fresh Hit as China Says Stockpile Release in the Works more
Rubrics Morning Comment 17.11.21
17th November 2021
• Fed's Bullard Urges More Hawkish Policy to Offset Inflation Rise; • U.S. Retail Sales Jump by Most Since March, Topping Forecasts; • Inflation Set to Spoil Holidays for Struggling U.S. Families; • Bond Traders Brace for More Long-Dated Debt in Wake of Poor Sale more
Rubrics Morning Comment 16.11.21
16th November 2021
• Inflation Prompts Growing Chorus to Call on Fed to Speed Taper; • Kashkari Says Fed Shouldn't Overreact to Temporary Inflation; • Biden's Fed Chair Pick Is 'Imminent,' Senate Banking Chair Says; • Biden, Xi Seek Cooperation in Longer-Than-Expected Summit more
