Rubrics Morning Comment 05.07.22 – Rubrics – Asset Management

5th July 2022

Fed Pivot in September Floated as Possible Stock Market Savior

Invesco’s Hooper says slightly less hawkish Fed may aid stocks

Slower growth spurs investors to dial back bets on rate hikes

https://blinks.bloomberg.com/news/stories/REH3SNDWX2PS

Treasuries Reopen With Losses as Global Risk Sentiment Rebounds

US yields rise across curve as traders eye China tariff report

Bonds had rallied for four straight days before US holiday

https://blinks.bloomberg.com/news/stories/REJ1CODWX2PU

Biden Close to Rollback of China Tariffs to Fight Inflation

Move could include announcing new probe into China’s subsidies

Easing tariffs seen as way to counter accelerating inflation

https://blinks.bloomberg.com/news/stories/RDQWGOT0AFB4

Inflation Expectations Hit Record in Bank of Canada Surveys

78% of businesses expect CPI to exceed 3% over next two years

Markets see Macklem hiking by 75 basis points this month

https://blinks.bloomberg.com/news/stories/REI4IYDWLU68

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