- This Turning Point for Markets Merits a Hard Look – Authers in Bloomberg Opinion
- US debt investors spooked by Delta variant concerns – FT
- Fed’s $8 Trillion Balance Sheet Will Only Grow – Bloomberg Opinion
- Wall St banks forecast slimmer rise in Treasury yields this year – FT
Month: August 2021
Monday’s links
- Global Markets Caught Between Delta Spread and U.S. Recovery – Barron’s
- U.S. Stocks Decline Amid Stimulus, Virus Concern – Bloomberg
- This Is a Terrible Time for Savers – NY Times
- Treasurys’ Big Rally Gets Help From Skeptics of Low Rates – WSJ
- Bond Yields Can’t Stay This Low Forever – Bloomberg Opinion
Friday’s links
- Copper Prices Are a Worrying Sign for the Economy – Barron’s
- Market is overlooking the change in Europe’s investment banks – FT
- U.S. Job Growth Exceeds Forecast as Unemployment Rate Falls – Bloomberg
- Dividing lines harden as the Fed contemplates issuing a digital dollar – NY Times
- U.S. Government Bond Yields Rise After Jobs Report – WSJ
- Consumer Borrowing in U.S. Surged in June by Most on Record – Bloomberg
Thursday’s links
- BOE Warns Tightening to Be Needed as Inflation Seen Spiking – Bloomberg
- Hedge funds betting on bond market anomalies hit $1tn in assets mark – FT
- Clarida Sees 2021 Taper Announcement, 2023 Fed Rate Liftoff – Bloomberg Economics
- U.S. June Trade Deficit Widened to a Record as Economic Growth Boosted Imports – WSJ