- Fed officials express support for permanent repo facilities – MarketWatch
- Fed officials talk about talking about tapering asset purchases – FT
- Markets Fret the Fed Is Making a Big Mistake – El-Erian in Bloomberg
- The Strongest Sign Yet That Inflation Is Transitory – Bloomberg Economics
- Is It Time to Panic About Inflation? Ask These 5 Questions First – NYT Upshot
- Food prices soar, compounding woes of the world’s poor – WSJ
Month: May 2021
Wednesday’s links
- Silicon Valley veteran warns of “very frothy” markets – FT
- Specter of 1960s inflation take-off haunts US economy – Bloomberg
- Canada—the second largest country in the world—is running out of land – Bloomberg
- Is the Fed missing anything on inflation? – Bloomberg Opinion
- Iceland raises main rate in reaction to house price and wage inflation – Bloomberg Economics
- Yellen pushes higher taxes, stronger unions, more global competition – CNBC
- ECB Warns of Financial Stability Risks Amid Market Exuberance – Bloomberg Economics
- Former WaMu CEO sees a housing bubble forming because the Fed is ‘hooked’ on low interest rates – MarketWatch
- The myths behind the current stock market bubble – FT Markets
Tuesday’s links
- The myths behind the current stock market bubble – FT Opinion
- Inflation psychology is being jolted back to life – John Authers in Bloomberg
- The left is winning the economic battle of ideas – FT Opinion
- Wall Street pros on bubble trouble – Bloomberg
- Summers accuses Federal Reserve of ‘dangerous complacency’ over inflation – FT
- There are reasons to worry about US inflation – FT Opinion
Monday’s links
- The World Economy Is Suddenly Running Low on Everything – Bloomberg
- Stock Market Volatility Isn’t the Big Problem, Economic Volatility Is – Barron’s
- Inflation Is Here and Hotter Than It Looks. Why It’s Time to Worry – Barron’s
- Fed’s Kaplan sees risk of inflation gaining a foothold in U.S. economy – Reuters
Saturday’s links
Friday’s links
Thursday’s links
- Taiwan’s Stock Crash Deepens as Traders Unwind Leveraged Bets – Bloomberg
- There’s a long way down if inflation takes root – John Authers in Bloomberg
- Powell gets his inflation wish – WSJ Opinion
- Inflation is here, what now? – NYT
- Wall Street Can’t Agree If Inflation Is Good or Bad for Stocks – Bloomberg Markets
Wednesday’s links
- Consumer Prices in U.S. Increase by Most Since 2009 – Bloomberg Economics
- The days of low treasury yields are numbered – Bloomberg Opinion
- Companies prepare share buyback bonanza as profits surge – FT
- Transitory or not, signs of inflation are roiling asset markets – Bloomberg
- Inflation Is Not Just Inevitable, It’s Part of the Fed’s Plan – Bloomberg Opinion
- Fed’s Clarida Plays Down Significance of Rising Inflation – Bloomberg Economics
Tuesday’s links
- Gold Holds Near Three-Month High as Inflation, Fed in Focus – Bloomberg Markets
- Yellen’s consistent—if wrong—views on the Deficit and Rates – Barron’s
- China factory gate prices climb on global commodities boom – FT
- The Fed is playing with fire – WSJ Opinion
- Fed governor plays down inflation risk as “temporary surge” – FT
- Hawkish Fed Surprise Bets Are Being Mirrored in European Markets – Bloomberg
Monday’s links
- The great cash splash. “An unprecedented fiscal and monetary stimulus led by the Fed is fueling a new investor euphoria. Is this a new bubble?” – WSJ
- Iron ore price up over 10% on hopes of global economic recovery – FT
- Markets are in for an interest rate surprise – Bill Dudley in Bloomberg
- How the Green Economy Will Be a Gold Mine for Copper – Barron’s
- Is the USA headed for a debt crisis? – Bloomberg Opinion
- Hedge funds face backlash from Europe in bond market – WSJ
- Spectre of inflation puts fixed income managers on edge – FT