- Rising inflation pierces investor complacency – FT Opinion
- Libor deadline prompts surge in CLO issuance – FT
- Yields Are Defying All Expectations – John Authers in Bloomberg
- Inflation Sets Off Alarms Around the World – WSJ
- Summers Urges Faster Fed Taper Plan Given ‘Disturbing’ Inflation – Bloomberg Economics
Month: October 2021
Thursday’s links
Tuesday’s links
Monday’s links
- Goldman’s Hatzius Sees No Fed Hike Next Year as Growth Slows – Bloomberg Economics
- US mortgage bonds feel strain of Fed pullback plans – FT
- China’s Property Market Faces a $5 Trillion Reckoning – WSJ
- Government Is Getting Bigger. What It Means for the Stock Market. – Barron’s
- Lending at U.S. Banks Drops to New Low as Cash Hoards Rise – Bloomberg
Friday’s links
Thursday’s links
- US Senate reaches deal on short-term extension of US debt ceiling – FT
- Chinese Property Bonds Tumble Again – WSJ
- Nat gas prices ease and equities rebound as investors bank on Russia to step in – FT
- China is Rocked by Uncertainty. Why is Wall Street Bullish? – NY Times
- U.S. Used-Car Prices, Key Inflation Driver, Surge to Record – Bloomberg
Wednesday’s links
- Gas markets whipsaw after Russia offers to stabilise energy prices – FT
- U.K. Inflation Expectations at 13-Year High Lift Rate-Hike Bets – Bloomberg
- As Inflation Fears Grow, Investors Flock to TIPS – WSJ
- Stagflation risk returns for investors as gas prices surge – FT
- The Fed Is Fighting the Wrong Inflation War – Bill Dudley in Bloomberg
- Treasury Arbitrage Traders Can’t Wait for Fed to Start Tapering – Bloomberg Markets
Tuesday’s links
- Central banks differ on dispelling nightmare of stagflation – FT
- U.S. Trade Deficit Widened to Record in August as Imports Rebound – WSJ
- Broadening Pressure Fuels Stagflation Talk – John Authers, Bloomberg Opinion
- Fed’s Powell Faces New Challenge to Renomination as Chairman – Barron’s
- The economic threats from China’s real estate bubble – Martin Wolf, FT Opinion