- Wager on a Hawkish Fed Surprise at Jackson Hole is Now Huge – Bloomberg
- Fed warns of hidden leverage lurking in financial system – FT
- From tulips to internet stocks, bubbles often burst – WSJ
- Will the US dollar stay dominant? – Economist
- Fed Comes as Close as It Can to Saying ‘Bubble’ – Bloomberg
- Copper Jumps to Record as Growth Bets Supercharge Commodities – Bloomberg
- The Corporate Tax and American Sovereignty – WSJ
Month: May 2021
Thursday’s links
- US companies warn of labor shortages; economists say only temporary – Bloomberg
- Yellen weighs into old territory on interest rates – FT
- Investors bet on dollar’s slow downward drift – WSJ
- Fed’s Rosengren Says Higher Inflation Will Be Temporary – Barron’s
- Biden’s experiment could revolutionise economic thinking – Megan Greene at FT
- When central banks issue digital money – Economist
Wednesday’s links
- Inflation Risk Intensifies With Supply Shortages Multiplying – Bloomberg Economics
- Yellen says rates may have to rise to prevent overheating – FT
- Yellen Clarifies Inflation Remark, Sees No Need for Fed to Hike – Bloomberg
- Everything screams inflation – WSJ
- The Fed Doesn’t Want to Talk Tapering Yet – Barron’s
- Corn Climbs Toward $7 as Brazil Drought Adds to Supply Woes – Bloomberg
Tuesday’s links
- Cash rich US banks move to reduce corporate deposits – FT
- Central bank issued digital coins seen as co-existing with Bitcoin – Bloomberg
- Bank of America, JPMorgan Enter Swaps Trade Tied to New Libor Replacement – Bloomberg Markets
- Fed Funds Rate Dips to Lowest in a Year, Fueling Debate About Tweaks – Bloomberg Economics
- Ghost of Volmageddon returns to haunt new vol funds – Bloomberg
- Sam Zell Buys Gold With Inflation ‘Reminiscent of the ‘70s’ – Bloomberg Markets
Monday’s links
- Yellen tamps down inflation fears over Biden spending plan – Reuters
- Commodities supercycle arrives as pandemic recedes – FT
- Age of Excess Renders ‘Sell in May’ Redundant – John Authers in Bloomberg
- Greed, Bankers and Politics Star in Danish Negative-Rate Debacle – Bloomberg
- Fed framework holds central bank hostage – El-Erian in FT
- Buffett says Berkshire is seeing ‘very substantial inflation’ and raising prices – CNBC
Sunday’s links
- Warren Buffett sees ‘significant’ inflation amid ‘red hot’ US recovery – FT
- Inflation Haunts Stock Traders – Bloomberg Markets
- The Price of the Stuff That Makes Everything Is Surging – Yahoo Finance/Bloomberg