- Hedge Funds Are Shorting Bonds Again in Ill-Timed Inflation Bet – Bloomberg
- China’s Property Curbs Send Economic Tremors – WSJ
- How the U.S. Nailed the Economic Response to Covid-19 – WSJ
- Five big questions facing the Bank of England over rising inflation – FT
- Defining Inflation Down – WSJ Opinion
- In the Fed We Trust – Foreign Affairs
Month: September 2021
Tuesday’s links
- Pace of US consumer price rises cools slightly in August – FT
- Treasuries Rally After CPI Seen Pushing Off Taper – Bloomberg
- Inflation Cooled Last Month; It’s Still Running High – Barron’s
- Libor replacement reaches Wall Street’s leveraged loan market – FT
- Bonds rally and bank stocks fall on signs US inflation levelling off – FT
Monday’s links
- Rise of Eastern Europe is a forgotten economic success story – FT
- Inflation Expectations Hit 4% Among U.S. Consumers – Bloomberg
- Supply chain issues add to stagflationary winds – El-Erian in FT
- Posted on the Recommended Articles tab: Tapering Towards Neutral – Fed Guy
Friday’s links
- Economists predict US interest rate rise in 2022 – FT
- Pozsar on What’s Going on in Rates Markets – Bloomberg Odd Lots
- Economists Downgrade U.S. Growth Prospects for Remainder of Year – Bloomberg
- Demand for Treasury Auctions Blunts Taper-Tantrum Fears – Bloomberg Markets
Thursday’s links
- Debt Markets’ Eerie Calm Echoes Eve of 2007 Credit Crisis – Authers in Bloomberg
- ECB to slow bond buying ‘moderately’ as Europe’s economy improves – FT
- Absolutely everyone is buying stocks, for now – FT Unhedged
- The Fed Is Deep in Uncharted Waters; Danger Ahead – Barron’s
- Posted on the Recommended Articles tab: Minsky moment for central banks – TS Lombard
Wednesday’s links
- Yellen warns US Treasury may run out of cash in October – FT
- Investment Banks Turn Sour on U.S. Equity Outlook – Bloomberg
- ECB Seen as Headed for Softer Stimulus – Barron’s
- Is China uninvestable? – FT Unhedged
- Debt-ceiling stalemate could push reverse repo demand to $1.4 trillion – MarketWatch
- Posted on the Recommended Articles tab: The Wealth of Nations: A Financial Approach – Carolyn Sissoko 20130902
Tuesday’s links
- Markets seem to be missing the risks on US inflation – FT Opinion
- Firms Hoard Cash as Credit Markets Watch ECB’s Next Move – Bloomberg
- Supply-Induced Bond Selloff Lifts U.S. Yield to Multi-Week High – Bloomberg
- Central Bankers Are Right: This Is Not Your Father’s Inflation – Barron’s
- Nothing Is Stopping the Stock Market’s Record Run – Barron’s
Friday’s links
Thursday’s links
- The World Is Awash in Dollar Liquidity That No One Wants – Bloomberg Odd Lots
- Inflation may be falling, not accelerating – FT Opinion
- Europe’s Waning Crisis Sparks ECB Debate on Ending Stimulus – Bloomberg Economics
- Some Say Low Interest Rates Cause Inequality. What if It’s the Reverse? – NY Times