Wednesday’s links

Tuesday’s links

Treasury Market’s Inflation Gauge Nears 2%, Highest Since 2018 – Bloomberg
A theory of (almost) everything for financial markets – FT Opinion

Sunday’s links

Squeezed by negative rates, banks impose more fees – Bloomberg
Italy reverting to state intervention in the economy – Bloomberg

Thursday’s links

Markets have infinite reasons to be cheerful – Bloomberg
The year the Fed changed forever – NY Times
Central banks are starting to put more value on anecdotal evidence – FT Opinion

Saturday’s links

Talk of global economic reset must not ignore grim realities – Adam Tooze in FT
With Pandemic Fading, Stars Align for Emerging Market Growth Stocks in 2021 – Barron’s

Friday’s links

T-Bills Headed for 0% May Force the Fed’s Hand – Bloomberg Opinion
Risk Assets Prolong Rally Amid Stimulus Progress, Fed: EM Review – Bloomberg
Spending the corporate cash mountain – FT Opinion

Thursday’s links

How this stock market rally differs from past cycles – FT Opinion

Wednesday’s links

SNB’s Frenzied Currency Battle May Give Way to Easier 2021 – Bloomberg
Specter of inflation threatens historic bond rally – FT
Bank of Japan lines up $6bn in dollar ammunition – FT

Tuesday’s links

Covid Is Accelerating the Exodus From New York and California to Cheaper States – Bloomberg Wealth
America’s two track economy: the small business credit crunch – FT
The risks that investors should prepare for in 2021 – FT Opinion

Monday’s links

Fed poised to extend crisis bond buying program – FT
Inflation debate looms large over US market outlook – FT
The case for keeping Europe’s negative rates where they are – Bloomberg