Rubrics Morning Comment 01.11.21
1st November 2021
• U.S. Short-Term Rates Traders Boost Bets on June Fed Hike; • Powell Risks Rerun of 1960s Inflation From Confusing Jobs Market; • U.S. Personal Spending, Prices Rise in Line With Forecasts; • Oil Pares Drop as OPEC+ May Spurn Biden's Appeal on Production more
Rubrics Morning Comment 29.10.21
29th October 2021
• U.S. Posts Weakest Growth of Pandemic Recovery on Supply Woes; • Treasury Curve Inverts at Long-End as 20-Year Yield Tops 30-Year; • Bond-Market Revolt Tests Central Banks as Inflation Fears Surge; • Oil Powers to 10% Monthly Advance as Stockpiles Spiral Lower more
Rubrics Morning Comment 28.10.21
28th October 2021
• Bond Curves Flash Growth Warning as Longer-Term Yields Decline; • U.S. Is Global Outlier With Longer Supply-Chain Delays, IIF Says; • Biden Makes Final Push for Economic Deal Before European Summits; • Canada, Australia Central Banks on Radar For Fed Policy Watchers more
Rubrics Morning Comment 27.10.21
27th October 2021
• Biden Turns Focus Toward Fed Vacancies as Powell's Tenure Wanes; • U.S. Ban on China Telecom Signals Broad Concern Over Beijing; • Democrats Unveil a Corporate Minimum Tax, Eyeing $400 Billion; • Oil Edges Lower After Mixed Industry Report on U.S Inventories more
Rubrics Morning Comment 22.10.21
22nd October 2021
• Inflation Fears Wrack Bonds as Fed Seen Hiking Twice Next Year; • Markets Bet Inflation Is Hot Enough to Spur Reluctant Rate Hikes; • Biden Says U.S. Would Defend Taiwan From Attack by China; • Oil Edges Lower With Rally on Energy Crisis Running Out of Steam more
Rubrics Morning Comment 21.10.21
21st October 2021
• Fed Says Economic Growth Modest to Moderate, Supply Constrained; • Long-Maturity Treasuries Slump After Worst-Ever 20-Year Auction; • Fed's Quarles Urges November Taper and Warns of Inflation Risks; • Mester Says No Rate Hike ‘Any Time Soon,’ Watching Inflation more
Rubrics Morning Comment 20.10.21
20th October 2021
• Fed's Waller Sees Tapering Next Month, Rate Hike 'Some Time Off'; • Fed Seen Well Behind as Global Race to Rate Hikes Hits Overdrive; • Jefferies Says U.S. Risks Technical Default in 2021 on Debt Feud; • Treasury Curve Steepens as Traders Reassess Stagflation Fears more
Rubrics Morning Comment 19.10.21
19th October 2021
• Bond Investors Face Year of Peril as Inflation Meets Unwinding; • Supply-Crunch Inflation Gives Central Banks an Unfixable Problem; • Wall Street Treasury Bulls Back Down Amid Global Bond Selloff; • Yellen Says Treasury Must Extend Special Measures on Debt more
Rubrics Morning Comment 18.10.21
18th October 2021
• Oil Extends Gain After Eighth Weekly Advance on Energy Crisis; • Port Gridlock Stretches Supply Lines Thin in Blow for Economies; • Schumer, Democrats Have Dwindling Time to Make Good on Promises; • U.S. Retail Sales Jump as Delta Shifts Spending Back to Goods more
Rubrics Morning Comment 15.10.21
15th October 2021
• Fed's Bullard Sees 50% Odds High Inflation Will Persist in U.S.; • BofA's Moynihan Says Inflation Staying But Consumers Will Spend; • Port-Crisis Plan Seeks Inland U.S. Terminals, More Truckers; • World Finance Chiefs Flag Divergent Recovery, Pandemic Risks more
