- Housing Is the Fed’s Frankenstein, and It Won’t Be Easily Tamed – Barron’s
- Army of Faceless Suits Is Taking Over the $4 Trillion Hedge Fund World – Bloomberg
- World’s largest wealth fund warns ‘permanent’ inflation will hit returns – FT
- Treasury yields edge higher, with 10-year around 1.8% – MarketWatch
- Powell Is Leaving Markets Dazed and Confused – Authers in Bloomberg
- Inflation and Deficits Don’t Dim the Appeal of U.S. Bonds – NYT
Month: January 2022
Friday’s links
Thursday’s links
- The old inflation playbook no longer applies – FT Opinion
- US GDP expanded at 6.9% pace during Q4 2020 – Bloomberg
- Oil Prices Could Reach $100 This Year – Barron’s
- How Germany went from Europe’s economic locomotive to its laggard – FT
- Does the Federal Reserve’s Quantitative Easing Really “Print Money”? – Maroon Macro (also on Recommended Articles tab)
Wednesday’s links
- The Fed’s fears are not those of the market – FT Opinion
- A Guide to the Fed Meeting as It Seeks to Tame Inflation – Bloomberg
- Market Turmoil Is Ultimate Test of What’s Real and What’s Not – Bloomberg BusinessWeek
- Fed expected to stay on course for first rate rise in March – FT
- Fed Likely to Use Job View in FOMC Statement to Tee Up March Rate Hike – WSJ
Tuesday’s links
- The storm at the centre of the calm – FT Unhedged
- ‘Fed Put’ Looks Elusive to Money Market – Bloomberg
- The Real Secret of Central Banking: There Are No Maestros – Barron’s
- What on earth happened on Monday? – FT
- Stocks Zigzag, High-Yield Bonds Calm, Reflecting a Healthy Market – Barron’s
- Stocks Don’t Rise or Fall Because of Interest Rates – Bloomberg Opinion
Monday’s links
- Morgan Stanley Says ‘Winter Is Here’ for Stocks – Bloomberg
- Don’t push the panic button – FT Unhedged
- Fed Steps Up Deliberations on Shrinking Its Balance Sheet – WSJ
- Fed expected to back first pandemic-era interest rate rise in March – FT
- Sorry, Stock Traders, the Fed Won’t Have Your Back – Bloomberg Opinion
Friday’s links
- Global Bond Drop Reverses Amid Tech Selloff, Russia Tensions – Bloomberg
- Stocks, Oil Fall as Investors Cut Risk – WSJ
- Biden backs Fed’s shift to monetary tightening to curb inflation – FT
- Macro accounting frameworks – Daniel Neilson (also on Recommended Articles tab)
Thursday’s links
- To Tame Inflation, the Fed Needs to Get Into Your Head – Bloomberg Businessweek
- China needs a new growth model, but that requires serious reform – FT
- Gold at Highest Since November as Bond Yields Pare Gains – Bloomberg
- As Inflation Bites, Power Lies Higher Up the Food Chain – WSJ
- Gold Has Bottomed Out. It’s Time to Start Buying – Barron’s
Wednesday’s links
- Central banks must reduce their balance sheets more aggressively – FT
- Inflation Sends a Shockwave Through U.K. Markets – Bloomberg
- Germany’s 10-year Bund yield turns positive for first time since 2019 – FT
- Canada Inflation Reaches 30-Year High, Placing Spotlight on Central Bank – WSJ
- What happens when the Fed balance sheet shrinks? – FT Unhedged
Tuesday’s links
- Equities hedge funds outperform in 2021 despite volatility and retail surge – Reuters
- Eurodollars slide as Fed hike premium ramps-up in front-end – Bloomberg
- US Treasuries sell off as markets price in four Fed rate rises in 2022 – FT
- Oil Prices Hit Seven-Year High on Rising Geopolitical Tensions – WSJ
- A quiet comeback is starting in emerging markets – FT
- The QT Timebomb – Fed Guy (also on Recommended Articles tab)
- Repo Review: Sponsored Repo – Maroon Macro (also on Recommended Articles tab)