Rubrics Morning Comment 15.11.21
15th November 2021
• Bond Traders Lift 10-Year Inflation Outlook to Highest Since '06; • Oil Declines as Biden Faces Mounting Calls to Release SPR Crude; • Fed's Kashkari Says Policy Shouldn't Overreact to Inflation; • Sanctions, Trade, Visas: What Biden and Xi May Discuss at Summit more
Rubrics Morning Comment 12.11.21
12th November 2021
• U.S. Treasury Market Is Most Treacherous Since Pandemic's Onset; • Treasuries Resume Slide on Concern Inflation to Force Fed's Hand; • White House Team Weighing Fed Sees No Issue With Powell Trades; • Oil Heads for the Worst Run Since March as Biden May Intervene more
Rubrics Morning Comment 11.11.21
11th November 2021
• Inflation in U.S. Builds With Biggest Gain in Prices Since 1990; • Global Bond Rout Shows Doubts on Central Banks' Rates Patience; • Breakevens Surge as Traders Bet on Faster Fed Move After CPI; • Yield-Curve Collapse Show Fear Rate Hikes Will Choke Off Growth more
Rubrics Morning Comment 10.11.21
10th November 2021
• Global Bond Rally Drags 30-Year U.S. Yield to Lowest Since July; • Bond Market Flashes Mixed Messages as Real Yields Sink Deeper; • Traders Are Betting That Fed Rates Will Peak Shortly After 2023; • Yellen Says Fed Wouldn't Allow Repeat of 1970s-Level Inflation more
Rubrics Morning Comment 09.11.21
9th November 2021
• Fed Warns of Peril in Run-Up of Risky Asset Prices, Stablecoins; • Brainard Interviewed by Biden for Fed Chair as Search Heats Up; • Real Yields Drop From U.K. to U.S. as Investors Seek CPI Hedges; • Bubble Fears Are Rising as Financial Conditions Flash Boom Times more
Rubrics Morning Comment 08.11.21
8th November 2021
• Treasuries Surge Despite Strong Jobs Data, Pricing In Slower Fed; • Bond Traders Bet on Calmer Seas After Fed Soothes Market Frenzy; • House Passes Historic Infrastructure Bill in Win for Biden; • Turbocharged U.S. Consumer Plays Key Role in Supply-Chain Snarls more
Rubrics Morning Comment 05.11.21
5th November 2021
• Bank of England Policy Shock Spurs Latest Global Rates Reset; • Global Bond Yields Drop as Central Banks Puncture Rate-Hike Bets; • Central Bankers Plot Course Through End of Easy Money Minefield; • Labor-Market Upheaval Seeps Into October U.S. Jobs Report more
Rubrics Morning Comment 04.11.21
4th November 2021
• Powell Says Fed Patient on Hikes, Can Act on Inflation if Needed; • Powell Gambles on Inflation Easing as Fed Waits for More Jobs; • Treasury Curve Steepens as Fed Says No Link Between Taper, Hikes; • Bond Bears Ready to Pounce on Fear Powell Is Still Behind Curve more
Rubrics Morning Comment 03.11.21
3rd November 2021
• Fed to Taper Bonds, Show Patience on Rates: Decision-Day Guide; • Fed to Taper in November Amid Inflation Concerns, Economists Say; • What a Global Central Bank Digital Currency Network Might Do; • Ships Queues Worsen Port Delays From Singapore to Piraeus more
Rubrics Morning Comment 02.11.21
2nd November 2021
• Fed Confronts Economy With Most Widespread Shortages Since 1970s; • Fed to Taper in November Amid Inflation Concerns, Economists Say; • Stagflation Lite Stalks World Economy as Supply Crisis Deepens; • Manufacturing Growth in U.S. Eases as Supply Chain Issues Linger more
