Month: November 2021
Tuesday’s links
- Fed warns ailing China real estate sector poses risks to US economy – FT
- Reddit’s fascination with Fed’s Reverse Repo facility – Bloomberg
- Nasdaq 100’s Sizzling Run to Record Flashes Warning – Bloomberg
- A warning from Chinese bonds – FT Unhedged
- Fed Ignores a Key Bubble Risk (Record Low Real Yields) for the Stock Market – Bloomberg
- Bond Rally Drags 30-Year U.S. Yield to Lowest Level Since July – Bloomberg
Monday’s links
- Fed leadership question risks adding new uncertainty to markets – FT
- Bubble Fears Are Rising as Financial Conditions Flash Boom Times – Bloomberg
- An Architect of QE Says BOE Shouldn’t Use the Tool Frequently – Bloomberg
- All Americans—Not Just the Wealthy—Are Better Off Than Ever – Barron’s
- Government-Bond Swings Burn Wall Street Investors – WSJ
- Central Bank Unknowns That Will Shape Markets in 2022 – Bloomberg Economics
- Hedge Funds Went All In on Short Bonds at the Wrong Time – Bloomberg Markets
Friday’s links
- U.S. Job Growth Quickens as Gain of 531,000 Outstrips Estimates – Bloomberg Economics
- The end of the bond market bull run – FT Editorial
- Global Food Prices Surge as Inflation Spreads – WSJ
- The Origins and Evolution of the Modern Monetary System – Maroon Macro
Thursday’s links
- The Fed: nothing between the lines – FT Unhedged
- Powell Dodged a Taper Tantrum With Ease. That’s Suspicious – John Authers in Bloomberg
- Wall Street Warns Bond Market Rout Will Catch Up With Stocks – Bloomberg
- Bank of England backs off from immediate interest rate rise – FT
- Inflation Debate Hangs Over Stock Market’s Record Run – WSJ
Wednesday’s links
Tuesday’s links
- US bond tumult risks triggering stock market volatility – FT
- One Trader Calls All the Shots in the Treasury Bond Market – Bloomberg Businessweek
- Bond Rout Forces Australia Policy Shift – Bloomberg Markets
- Fed prepares to start tapering as US inflation concerns persist – FT
- The Fed as global repo dealer – Daniel Neilson at Soon Parted
Monday’s links
- US stocks close out best month of the year – FT
- The Bond Market Is a Powder Keg. Can the Fed Defuse It? – Bloomberg Opinion
- Even if Fed Tightens, Easy Money Will Be Available – Barron’s
- Fed Complacency Feeds Inflation – WSJ Opinion
- The ‘policy mistake’ mistake – FT Unhedged
- Inflationary Hikes – Fed Guy