- Why is Wall Street’s fear gauge so low? – FT
- Robots Are Making Us All Buy Overvalued Bonds – Authers in Bloomberg
- Asian Central Banks Build Dollar War Chests as Buffer for Volatility – Bloomberg Economics
- Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper – Bloomberg Economics
Month: June 2021
Tuesday’s links
- Fed urged to aid money market funds as negative rates loom – FT
- Americans hoarded money to survive pandemic – Bloomberg Businessweek
- The rising stakes for the Fed – WSJ Opinion
- Fed Poised to Crawl Onto ‘Knife Edge’ to Rein In Record Largesse – Bloomberg Economics
- World’s Bubbliest Housing Markets Flash 2008 Style Warnings – Bloomberg Wealth
- Transitory Inflation Idea Is ‘Nonsense,’ Says Wincrest’s Bernard – Bloomberg Markets
- Less liquidity, less fun – FT Unhedged
Monday’s links
- US Fed to discuss slowing stimulus as recovery strengthens – FT
- Here’s When to Worry About Inflation – Authers in Bloomberg
- Pandemic Hangover: $11 Trillion in Corporate Debt – WSJ
- Paul Tudor Jones Says Economic Orthodoxy Has Turned Upside Down – Bloomberg Wealth
- Dimon Says JPM Chase ‘Effectively Stockpiling’ Cash; There’s a ‘Very Good Chance’ of Long-Term Inflation – Mediaite
- Why QE? Because Central Bankers Have No Clue What Else To Do – Snider in RealClearMarkets
Friday’s links
- U.S. Yields Set for Biggest Weekly Drop in a Year as Shorts Exit – Bloomberg
- The bond market says ‘meh’ – FT Unhedged
- What Does the Bond Market Know About Inflation? – WSJ
- Cheap Dollars Attract Foreign Investors to Treasurys – WSJ
- Russia raises key interest rate to 5.5% in struggle to control inflation – FT
- More than a decade after the GFC, the finance threat returns – El-Erian in Financial Review
Thursday’s links
- US CPI rose 5% in May, highest in 13 years – WSJ
- Gold under the new regime – FT Unhedged
- The Fed Has 21 Trillion Reasons to Combat High Inflation – Bloomberg Economics
- Inflation bets run out of steam as global bonds rally – FT
- The Inflation Emotion(s) – Snider at Alhambra
- A Made-in-Washington Inflation Spike – WSJ Opinion
Wednesday’s links
- Bond Traders Settle In for Calm Summer, Whatever Inflation Does – Bloomberg
- China’s product prices rise at fastest pace in 13 years – FT
- The Inflation Story in 2 Parts: What’s Transitory and What’s Not – Barron’s
- Surprise jump in US wages spurs inflation debate – Bloomberg
- Inflation: hyped or underestimated – Peccatiello
- Meme stocks upend the options market – WSJ
- Interest Rate Volatility Falls as Summer Carry Trades Begin – Spratt in Bloomberg
- Do Bond Traders Know Something About Inflation We Don’t? – Bloomberg Markets
Tuesday’s links
- One reason US Treasuries don’t seem that worried about inflation – Bloomberg
- Commodity price surges lead to inflation fears – WSJ
- Retail trading frenzy reflects broken US equity markets – FT
- Deutsche Bank warns of global ‘time bomb’ coming due to rising inflation – CNBC
- Chinese liquidity begins to tighten, overnight repo rates at highest level since February – Bloomberg
Monday’s links
- The risk of inflation is real – Mervyn King in Bloomberg
- Abundance of cash in US financial system is rippling across short-term borrowing markets – FT
- G-7 Countries Agree to Back a Minimum Global Tax of 15% for Corporations – Barron’s
- Economist Who Said Inflation Was Dead Now Thinks It’s Alive – Bloomberg Economics
- For inflation, looks can be deceiving – Hilsenrath in WSJ
- The Fed Is Risking a Full-Blown Recession – Bloomberg Economics
- Blue-Chip Firms Ramp Up Debt Sales While the Going Is Still Good – Bloomberg Markets
Friday’s links
- How the virus disrupted inflation statistics – FT
- Foreigners buy UK government debt at record rate – FT
- Chinese government tries to crack down on global commodity prices – Bloomberg
- Investors Have Stopped Worrying About Inflation. Why That’s a Risk. – Barron’s
- A ‘tsunami’ of cash is driving rates ever lower. What will the Fed do? – Reuters
- The Fed Will Sell Its Corporate Bond Portfolio. What It Means – Barron’s
Thursday’s links
- Global Home Prices Rise Most Since 2006, Fueling Bubble Concerns – Bloomberg Wealth
- Global food prices jump with highest monthly rise in a decade – FT
- U.S. Inflation Isn’t Scary Yet, But It Could Be – Bloomberg Economics