- Transatlantic inflation surge fuels economists’ fears of overheating – FT
- The Fed Needs to Recognize the Recovery – Bloomberg Opinion
- Powell Admits RRP and Collateral Scarcity – Snider at Alhambra
- Jobless Claims Fall to Pandemic Low, Underscoring U.S. Rebound – Bloomberg Economics
- Two (other) ways of looking at a yield curve – FT Unhedged
Month: July 2021
Wednesday’s links
Tuesday’s links
Monday’s links
- Lower bond yields are no longer good news for stocks – El-Erian in the FT
- The China Trade May Be Just Starting to Unravel – Authers in Bloomberg
- Bonds’ Odd Behavior May Presage Weaker Second-Half Economy – Barron’s
- Has the Fed Boxed Itself Out of a Smooth Taper? – Bloomberg Opinion
- Reversal of Long-Term Forces May Add to Inflation Threat – WSJ
- Don’t Depend on Stocks and Bonds to Hedge Each Other – Bloomberg Businessweek
- Governments World-Wide Gorge on Record Debt – WSJ
- Fed’s Treasury Purchases Boost Housing Market, Too – Bloomberg
Friday’s links
- Yields Crack 1.3% as Bond Surge Signal Reflation Trade End – Bloomberg
- China Moves to Spur Lending as Inflation Fears Ease – WSJ
- Mortgage Rates Are Their Lowest in Months. Will They Stay This Way? – Barron’s
- A humbling week for bond bears – FT Opinion
- Stocks Climb to All-Time Highs While Bonds Retreat – Bloomberg
Thursday’s links
- Plunge in Treasury yields reverberates around markets – FT
- The Stock Market Is Cracking as Investors Flee to Bonds – Barron’s
- Plunging Stocks Finally Heed Bond Signal – Bloomberg
- Bond-Market Gauges of Long-Term Inflation Are Lowest Since March – Bloomberg Markets
- US Treasury yields crash. What took them so long? – FT Unhedged
- Unraveling Steepener Trade Heightens Focus on Fed-Liftoff Timing – Bloomberg Markets