Friday’s links

Eurozone economic rebound narrows gap with US and China – FT
U.S. Short-Term Rates Traders Boost Bets on June Fed Hike – Bloomberg
Deflating Your Inflation Fears – WSJ
Bad bets trigger waves of tumult in short-term bond markets – FT
Inflation at fresh 30-year high as measured by the Fed’s favorite gauge – CNBC

Thursday’s links

US economic growth slows sharply in third quarter – FT
The Inflation Fight Could Easily Go Too Far – Bloomberg Economics
Global chip shortage is far from over – WSJ

Wednesday’s links

Three Reasons Inflation Isn’t Here to Stay – Tyler Cowen in Bloomberg
If the flows contine, so do the rallies – FT Unhedged
Libor Transition Vexes CLO Market – WSJ

Tuesday’s links

Moody’s warns of ‘systemic risks’ in private credit industry – FT
Is the Fed Making a Terrible Mistake? – Bloomberg Economics
U.S. Stocks Cruise Toward Records – WSJ
Hedge Funds Revive Treasury Basis Trade as Front-End Yields Soar – Bloomberg

Monday’s links

Investors show fear of central bank errors in short-term bonds – FT
Rate Traders Pile Into Option Bets as Fed Hike Expectations Grow – Bloomberg
MMT Isn’t Going Anywhere – Barron’s
These Pros Aren’t Worried About Inflation and Stagflation – Barron’s

Friday’s links

Bank regulators seek better way to ride out a crisis – FT Opinion
Housing Market Shows Cracks in Pandemic Boomtowns – Bloomberg
Fed Chairman Says Supply-Side Constraints Are Creating More Inflation Risk – WSJ

Thursday’s links

The revenge of the old economy – FT Opinion
Rate Drop in SOFR (Libor Heir-Presumptive) Fuels Jitters Over Transfer – Bloomberg
Why today’s energy inflation is different – Barron’s

Wednesday’s links

Online retailers fuel inflation in reversal of years-long trend – FT
Wall Street Doubles Down on the Great Inflation Trade – Bloomberg
Dow, S&P Trade Near Closing Records – WSJ
The Bank of England’s £28bn problem – FT Opinion

Tuesday’s links

Bond Investors Face Year of Peril With Few Places to Hide – Bloomberg
Dollar declines as traders bet on global interest rate rises – FT
Supply-Crunch Inflation Gives Central Banks an Unfixable Problem – Bloomberg Economics
Investors worry over potential BoE rates ‘mistake’ – FT

Monday’s links

Bank of England chief warns it ‘will have to act’ to curb inflation – FT
U.S. Factory Output Falls in Fresh Supply-Chain Warning – Bloomberg Economics
As Inflation Rises, Beware of the Money Illusion – WSJ
Can Digital Money Replace Cash? – Barron’s