Friday’s links

What one currency expert says bears on the dollar are overlooking – MarketWatch
The economy is too weak for inflation to return – FT Opinion
Goldman Sees Room for S&P to Surpass 3,600 – Bloomberg

Thursday’s links

ECB liquidity floods euro money market and distorts indicators – Reuters

Tuesday’s links

There is plenty of life yet in the US dollar – FT Opinion
The Flood of Long-End Treasuries May Just Be Getting Started – Bloomberg

Monday’s links

Banks braced as pandemic poses biggest test since financial crisis – FT
U.S. Dollar Weakness a ‘Double-Edged Sword’ for Miners – Barron’s
Why global investors can’t ignore Turkey’s latest currency woes – MarketWatch
Make-or-Break Time Coming for Fans of Treasury Curve Steepener – Bloomberg

Friday’s links

This ‘dire’ economic situation ‘deserves to be called a depression — a pandemic depression’ – MarketWatch
Negative real yields are driving the “everything rally” – FT
Inflation Is Coming, and Big Tech Won’t Protect You – Bloomberg Opinion

Thursday’s links

Europe Has a Weak Dollar Problem – Bloomberg Opinion
Why banks’ declining reserves matter for the dollar – FT
Robinhood Craze Is Now Moving Stocks Everywhere – Bloomberg
Economics Needs New Theories About Stimulus and Inflation – Noah Smith, Bloomberg
Hedge Funds Embrace Relentless Stock Rally as Clients Grow Wary – Bloomberg

Tuesday’s links

Fed’s policy on stocks is asymmetric – Bloomberg Opinion
Fed expected to commit to ramping up inflation soon – CNBC
Fed Headed for a Clash With Hedge Funds, Other Shadow Banks – Bloomberg

Monday’s links

Walled gardens versus open markets in payments – FT
Fed Officials Talk Up Urgency of Fiscal Aid as Lawmakers Bicker – Bloomberg
Fed policymakers call for fiscal support to save U.S. economy – Reuters
Covid Supercharges Fed as Backup Lender to the World – WSJ

Sunday’s links

Two Ex-Fed Officials Have a Faster Way to Distribute Money in Recession – Bloomberg
Treasury Market Fired Up to Vault Over Biggest Supply Hurdle Yet – Bloomberg
The anatomy of a very brief bear market – Financial Times

Saturday’s links

Bond Yields Are Sending a Scary Signal on Stocks – Bloomberg Opinion
The pandemic is testing confidence in the US dollar – FT
Markets Can’t Stop Thinking About Fed Not Thinking About Hiking – Bloomberg
After monster rally, investors cautious as U.S. recovery wobbles – Reuters