Rubrics Morning Comment 26.06.23 – Rubrics – Asset Management

26th June 2023

Final Stretch of Central-Bank Hiking Will Be Toughest, BIS Says

Tight labor markets push wages, services inflation untamed

‘Global economy is at critical juncture,’ Carstens says

https://blinks.bloomberg.com/news/stories/RWQUSQT0AFB4

Central Banks Didn’t Mess Up That Badly, But They Might Do Now

Wages have been subdued, expectations anchored, Reichlin says

Former ECB economist questions ‘better to do too much’ view

https://blinks.bloomberg.com/news/stories/RWPOQHDWLU68

Homebuilding Set to Boost US Economy After Two-Year Contraction

Fed model sees housing adding to GDP for first time since 2021

Higher rates remain a risk for the sector, economist says

https://blinks.bloomberg.com/news/stories/RWLYH0DWLU68

Fed’s Bostic Sees Inflation Heading Lower, Favors Holding Rates

He’s optimistic Fed can cool prices without hurting job market

Atlanta Fed chief sees ‘robust’ debate on need for more hikes

https://blinks.bloomberg.com/news/stories/RWPPK4T1UM0W

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