- US dollar hits one-year high as traders anticipate US interest rate rises – FT
- Duration Danger Is Making Europe’s Ultra-Long Bonds a Hard Sell – Bloomberg
- Stagflation fears intensify in signs of slowing growth – FT
- German inflation hits 29-year high of 4.1% – FT
- In Bond Market Rout, Investors See Overdue Correction – WSJ
- Dollar’s Upswing Pounds Home a Zero-Sum Divide – Authers in Bloomberg
Month: September 2021
Wednesday’s links
- Reflation or stagflation – FT Unhedged
- Change Is Coming to China. It Could Mean Trouble for S&P 500 Companies – Barron’s
- US and European stocks steady after inflation fears rattled markets – FT
- ‘Most Americans Today Believe the Stock Market Is Rigged, and They’re Right’ – Bloomberg Businessweek
- What if Inflation Is Here to Stay? – WSJ Opinion
Tuesday’s links
- Yellen warns US risks running out of money by October 18 – FT
- Global Bond Selloff Sends U.K. 10-Year Yield to Covid-Era High – Bloomberg
- Nasdaq 100 Tumbles 2% Amid Treasury-Yield Drama – Bloomberg
- East Asia’s Economies Face Slowing Growth and Rising Inequality, World Bank Warns – WSJ
- The stock market seems to finally be having its taper tantrum – Barron’s
- Consumer Confidence in September Falls to a Seven-Month Low – Barron’s
- Commodity Price Surge Deals Stagflationary Blow to World Economy – Bloomberg Economics
Monday’s links
- Europe’s Energy Crisis Is Coming for the Rest of the World, Too – Bloomberg Businessweek
- When the long run in markets goes wrong – FT Opinion
- Housing Affordability Concerns Rise to the Fore World-Wide – WSJ
- Chicago Fed President Says Fed Needs to Generate Stronger Inflation Overshoot – Bloomberg
- Added to Recommended Links tab: Wealth (Side)Effects – Fed Guy
Friday’s links
Wednesday’s links
Tuesday’s links
Monday’s links
- Federal Reserve expected to offer clues on stimulus taper timeline – FT
- The bull case on stocks and The bear case on stocks – FT Unhedged
- Stock Rout Worsens on China, Fed; Yields Tumble – Bloomberg
- Stock Market Falls on Chinese Property Fears – WSJ
- Global stocks sell off as Evergrande crisis intensifies – FT
Friday’s links
Thursday’s links
- Global debt is soaring — and we need to talk about it – FT Opinion
- Why we get inflation wrong – FT Unhedged
- Stagflation Bogeyman Inspires Little Fear in Bonds at Low Yields – Bloomberg
- Inflation Soared in Some U.S. Cities, Barely Budged in Others – Bloomberg