1. Higher Interest Rates Shattering Housing Dreams – Bloomberg
2. Emerging market central banks may be trumping the Fed and ECB – FT
3. Inflation Could Come Back When You Least Expect It – Bloomberg Opinion
4. Hidden Hero Fueling Soft-Landing Hopes: A Boost in Supply – WSJ
5. Olivier Blanchard on debt explosions – FT Opinion
6. On par: A Money View of stablecoins – BIS *

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1. The economic consequences of the Israel-Hamas war – FT Opinion
2. Treasury details plans to step up size of bond sales to manage growing debt – CNBC
3. Treasury Refunding Announcement Shows Reduced 10-Year Issuance – Barron’s
4. PBOC Drains Liquidity in Signal It Sees Rate Surge as Temporary – Bloomberg
5. World’s Safest Market Becomes a Magnet for Big Investors – Bloomberg BusinessWeek
6. Fed’s ‘Hawkish Pause’ to Keep Option to Hike – Bloomberg
7. The Treasury Had Good News for Yields. But Don’t Relax Just Yet – Barron’s

1. Rising Interest Rates Mean Deficits Finally Matter – WSJ
2. US jobs growth surges past expectations with 336,000 new posts – FT
3. R* Wars — A New Hope? – FT Alphaville
4. Bonds Are Still Living in Phillips Curve World. The Fed Isn’t – Bloomberg Opinion
5. Welcome Back, Bond Market – WSJ Opinion
6. The 5% Bond Market Means Pain Is Heading Everyone’s Way – Bloomberg
7. Monetarism Is Back. It May Not Last – WSJ
8. Fed will again have to slash rates to zero and relaunch QE – AEP Telegraph
9. The amazing ‘moneyness’ of Treasuries – FT Alphaville *

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1. Why a US Recession Is Still Likely — and Coming Soon – Bloomberg
2. World Bank: Asia faces one of worst economic outlooks in half a century – FT
3. US Treasury yields hit 16-year high as bond rout resumes – FT
4. Once Unthinkable Bond Yields Now the New Normal – Bloomberg
5. A New Interest-Rate Regime Has Begun – WSJ
6. Home Prices in Canada Are Too Rich for Higher Rates – Bloomberg
7. Geopolitics Is Wreaking Havoc on the Oil Market – Barron’s

1. China lifts temporary curbs on gold imports as renminbi recovers – FT
2. Why a Soft Landing Could Prove Elusive – WSJ
3. Americans Can Barely Afford Homes — That’s a Problem for Biden – Bloomberg
4. Powell could still hammer U.S. stocks even without hiking rates – MarketWatch
5. The real reasons for the west’s protectionism – FT Opinion
6. Hedge fund bets could spark turmoil in US Treasuries, BIS warns – FT
7. Liquidity Event – Fed Guy *

1. Will higher interest rates leave economic scars? – FT Opinion
2. China’s Property Market Crisis Is Trouble for the Whole World – Bloomberg
3. Why oil is back to $90 a barrel – FT
4. Fed Seen Signaling One More Hike and Pushing Out 2024 Rate Cuts – Bloomberg
5. Banks brace for California law mandating emissions disclosure – FT
6. Flawed US Home-Loan System Neglects the Buyers Who Need It Most – Bloomberg
7. China May Dodge Deflation, After All – WSJ
8. Rising Rates Make Big Companies Even Richer – WSJ
9. Vietnam’s Economy Is on Fire; Why Its Stocks Aren’t – Barron’s
10. U.S. economy trending in Fed’s direction, expect Powell to tread carefully – MarketWatch

1. An interventionist SEC risks a courtroom backlash – FT Opinion
2. U.S. crude oil prices top $90/bbl for the first time since Nov 2022 – CNBC
3. ECB raises interest rates to all-time high – FT
4. PPI shows wholesale inflation posts largest increase in 14 months – MarketWatch
5. A whiff of bad inflation news – FT Unhedged
6. American entrepreneurship is on the rise – Washington Post
7. ECB Hasn’t Read the Stagflation Memo – Bloomberg Opinion

1. China’s demand dilemma could spell trouble for the world – FT Opinion
2. Fed Set to Double Its Economic Growth Forecast After Strong US Data – Bloomberg
3. Real-Estate Doom Loop Threatens America’s Banks – WSJ
4. Soaring US Dollar Raises Alarm as China, Japan Escalate FX Pushback – Bloomberg
5. Saudi Production Cuts Send World Diesel Prices Soaring – WSJ
6. Erdoğan abandons cheap money to counter Turkey’s soaring inflation – FT
7. Interest rate rises heap pressure on hedge funds to perform – FT

1. The US Jobs Market May Be Turning – Bloomberg
2. Eurozone core inflation edges down ahead of crunch ECB decision – FT
3. Fed’s Preferred Inflation Gauges Rise Modestly – Bloomberg
4. Chairman unleashes biggest SEC regulatory blitz since financial crisis – FT
5. US Jobs Market May Be Turning Weaker – Bloomberg
6. Atlanta Fed’s Bostic says U.S. interest rates are high enough – CNBC
7. Oil prices rise as bulls attempt to salvage monthly gain – MarketWatch
8. The BRICS bank tries to get out from under the dollar – Daniel Neilson *

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1. EU imports record volumes of liquefied natural gas from Russia – FT
2. Tiger Cubs’ Wrong-Way Bets Cut Flow of Fresh Cash to a Trickle – Bloomberg
3. Russia still has options to sustain its creaking war economy – FT Opinion
4. Stock Pickers Have No Chance Against Hard Math of the Market – Bloomberg BusinessWeek
5. Inflation in Germany & Spain lifts investor bets on ECB rate rise – FT
6. BMO Calls 10-Year Treasuries a ‘Screaming Buy’ as Fed Wins – Bloomberg
7. Food insecurity from Russia/Ukraine war triggers unrest in vulnerable countries – CNBC
8. The most important chart in the world – FT Alphaville *

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