- Swiss central bank reserves surpass SFr1tn for first time – FT
- What will it take for gold prices to rally? – Barron’s
- Are Stratospheric Stock Valuations Here to Stay? – Bloomberg Opinion
- Fed Launches Standing Repo Facility to Boost Market Liquidity – WSJ
- Key inflation indicator up 3.5% year over year in June for fastest gain since 1991 – CNBC
Month: July 2021
Thursday’s links
Wednesday’s links
- US Treasury market needs urgent reform, warn former policymakers – FT
- US Commerce Chief Dismisses Idea Inflation Spike Will Persist – Bloomberg
- The Economic Recovery Is Just Getting Started – Barron’s
- Fed Meeting Will Focus on Tapering Timeline – WSJ
- The Fed should stop treating all money the same – FT
- Fed touts progress made…but too soon to taper – Barron’s
Tuesday’s links
- Fed Will Punt on the Economy, Inflation and Asset Prices – Bloomberg Economics
- U.S. Home Prices Climbed to Record Highs in May – Barron’s
- 10-year Treasury yield remains lower as Fed officials gather – MarketWatch
- Inflation Has Arrived, but… – NY Times
Monday’s links
Friday’s links
Wednesday’s links
- US housing inflation: the sleeping giant that might tip the Fed’s hand – FT
- Europe’s Frothiest Housing Market Is Making Politicians Edgy – Bloomberg Economics
- How Inflation Threatens the Recovery – WSJ
- Equities change their mind, bonds don’t – FT Unhedged
- Too Much Money Portends High Inflation – WSJ Opinion
Tuesday’s links
- Cash Unwanted by Banks Piles Up at the Fed Reverse Repo Facility – Bloomberg
- Rising dollar stokes nerves for emerging market investors – FT
- Red-Hot U.S. Economy Expected to Cool From Here – WSJ
- Bond Bull’s 1% Treasuries Yield View Is Suddenly Looking Prescient – Bloomberg
- Quantitative Easing Is a ‘Dangerous Addiction’ – Mervyn King in Bloomberg
Monday’s links
- Long-Term Treasury Yields Plunge as Investors Rethink Growth – Bloomberg
- B of A buys tons of bonds, JPMorgan doesn’t – FT Unhedged
- The two big reasons to doubt the global boom – FT Opinion
- Dow tumbles more than 800 points on concern about a Covid rebound – CNBC
- RRP At The ZLB – Fed Guy 20210719