- Record eurozone inflation of 4.9% puts pressure on ECB – FT
- French Inflation Hits Highest Rate in More Than a Decade – Bloomberg
- Falling US Dollar Shows Resurgence of Infamous Carry Trade – WSJ
- Omicron Effect: Bond Yields Slide as Investors Seek Safe Havens – Barron’s
- Repo from first principles – Daniel Neilson
Month: November 2021
Monday’s links
- Markets are more fragile than investors think – FT Opinion
- Inflation Bonds Are Betting on Team Transitory – Bloomberg Markets
- Will Interest Rates Go Up in 2022? Don’t Bet on It – Barron’s
- Eurozone Inflation Likely Hit Record High in November – WSJ
- Inflation always punishes America’s left – FT Opinion
Monday’s links
Friday’s links
Thursday’s links
- Getting Inflation Right Is a Make-or-Break Moment on Wall Street – Bloomberg BusinessWeek
- How the valuation chasm in markets can be bridged – FT
- Fannie Mae, Freddie Mac to Back Home Loans of Nearly $1 Million as Prices Soar – WSJ
- Could Monetary Policy be Skewed by Fiscal Objectives? – Barron’s
- Bank of England has run out of excuses not to raise interest rates – Telegraph
Wednesday’s links
- Treasurys Edge Toward Stability After Inflation-Driven Selloff – WSJ
- ECB warns of ‘exuberance’ in housing, junk bonds and crypto assets – FT
- Goldman CEO Says Market Greed Is Now Outpacing Fear – Bloomberg
- UK inflation rises to highest level since 2011 – FT
- Canada Inflation Accelerates to 4.7%, Highest Since 2003 – Bloomberg
Tuesday’s links
- Greenspan’s Conundrum Has Returned to Haunt Markets – John Authers in Bloomberg
- Everyone is worried about inflation, except the bond market – FT Unhedged
- In Inflation Denial? You’re Not Alone – WSJ
- Fed policy must adjust for inflation – FT Opinion
Monday’s links
Friday’s links
- On a long enough timeline is all inflation transitory? – FT Alphaville
- Disappearing shorts: As stocks soar, skeptics surrender – AP News
- Biden’s White House scrambles to tame soaring US inflation – FT
- Really, Truly, Holistically, the Stock Market Is Expensive – Bloomberg
- The Yield Control Bust in Australia – WSJ
- Central Bankers Are Blowing Up Macro Hedge Funds – Bloomberg
- Why Economists Got It Wrong on U.S. Inflation – Bloomberg
Thursday’s links
- Inflation Is Reaching a Boiling Point and Markets Are Too Relaxed – Bloomberg
- Fomo markets – FT Unhedged
- Inflation Shock Tears Up Trader Playbooks – Bloomberg
- Consumer prices jumped in October, but one indicator says inflation might be peaking – CNBC
- Biden’s Economic Agenda Wasn’t Designed for Shortages and Inflation – WSJ
- The stock market is happy; the bond market is showing worry – AP News