Monday’s links

Investor anxiety mounts over prospect of stock market ‘bubble’ – FT
The Stocks Bubble-O-Meter Is Flashing Bright Red – Bloomberg Opinion
Fed’s High-Wire Act Becomes Trickier – Bloomberg Opinion
Emerging markets attract $17bn of inflows in first three weeks of 2021 – FT
Top hedge funds reap biggest gains in a decade during pandemic – FT

Friday’s links

Markets convinced Fed won’t come for the punch bowl – WSJ

Wednesday’s links

Time to look again at the financial system’s dangerous faultlines – FT

Tuesday’s links

Higher inflation is coming and it will hit bondholders – FT Opinion
U.S. Economic Recovery Loses Steam Just as Biden Takes Office – Bloomberg

Monday’s links

Dollar Shorts Mount Before Yellen Outlines Market-Based Policy – Bloomberg
Why the ECB should go Japanese (yield curve control) – FT
Will Covid-19 Shake Up Capitalism? – WSJ

Saturday’s links

Dealing fix needed now for US treasury securities – FT Opinion
As U.S. Fights Today’s Problems, Tomorrow’s Inflation Starts to Stir – Barron’s
The Rise and Fall and Rise (and Fall) of the U.S. Financial Empire – Adam Tooze FP
‘Spend as much as you can,’ IMF head urges governments worldwide – Reuters

Thursday’s links

Biden’s Legislative Agenda Is Still Limited. What’s Likely to Pass—and What Isn’t – Barron’s
Bond Market’s Scariest Gauge Is Worse Than Ever – Bloomberg Opinion
BoE criticised by internal watchdog over easing programme – FT

Wednesday’s links

Global banks warn of market chaos if court abolishes LIBOR – Bloomberg

Tuesday’s links

Morgan Stanley Abandons Weak Dollar Call on Shift in U.S. Rates – Bloomberg
Decline of USD in global reserves: fact or fiction? – WSJ

Monday’s links

Will Powell and Yellen Test MMT in the U.S.? – Bloomberg Opinion
Rising treasury yields flash a warning sign – Bloomberg
Should investors prepare for higher inflation in the US? – FT
Inflation? What inflation? – MacroHive