- How central bank sanctions could hobble Russia – FT
- Wielding SWIFT Against Russia Is a Big Risk – Bloomberg Opinion
- Russia’s Ruble, Financial Markets Hammered by Sanctions – WSJ
- Russian-listed stocks tumble in London, while BP plunges on Rosneft exit – MarketWatch
- Russia’s central bank cut off from US dollar transactions – CNN
Month: February 2022
Friday’s links
- Western sanctions disrupt traders’ ability to buy and sell Russian assets – FT
- Markets Are Saying Putin Will Get What He Wants – Authers in Bloomberg
- Ukraine Invasion Chokes Food Exports From Global Breadbasket – WSJ
- Ukraine’s Crisis Will Not Stay in Ukraine – Bloomberg Opinion
- Pozsar Says $300 Billion Russia Cash Pile Can Roil Money Markets – Bloomberg
Thursday’s links
- Russia’s Strike Changes Not Just Ukraine but the World – WSJ
- Oil bursts above $105 and European gas prices soar after Russia attack on Ukraine – FT
- Fertilizer Shortages Due to Russia-Ukraine Tension – Bloomberg
- Can the Fed Fight Inflation and Avoid Recession? – Barron’s
- Putin’s war will shake the world – FT
Wednesday’s links
- Inflation-Obsessed Investors Can’t Get Enough of Commodities – Bloomberg
- U.S. Stocks Flat After S&P 500 Enters Correction – WSJ
- As inflation rises, the monetarist dog is having its day – FT
- Likely cost of suppressing inflation: reduction in Fed balance sheet; recession – FT Opinion
- Understanding modern money: monetary tail wagging the real economy dog – Carolyn Sissoko (also on Recommended Articles tab)
Tuesday’s links
- Oil moves closer to $100 a barrel as Putin puts Russia on war footing – FT
- Monetary Options Narrow as Ukraine Tensions Rise – El-Erian in Bloomberg
- Russian Escalation in Ukraine Raises Global Economic Risks – WSJ
- The West’s Delusion of Energy Independence – NY Times
- Bond Traders’ U.S. Inflation Outlook Hits Record as Oil Rallies – Bloomberg
Friday’s links
- The 2% Inflation Target Should Be Consigned to History – Bloomberg Opinion
- Biden Shifts Inflation Message – WSJ
- A third option in the inflation debate – FT Unhedged
- Gold touches $1,900 for the first time since June on Russia-Ukraine tensions – Morningstar
- Fed should raise interest rates ‘steadily’ from March, says John Williams – FT
Thursday’s links
Wednesday’s links
- Top finance watchdog urges west to ‘think twice’ about Russia sanctions – FT
- U.S. Retail Sales Rise Most in 10 Months – Bloomberg
- U.K. Inflation Leaves Central Bank Caught Between Growth and Rising Prices – WSJ
- Inflation Is Surging, Consider These Portfolio Changes – Barron’s
- Fed Eyes Potential for Faster Rate Increases to Ease Inflation – WSJ
Tuesday’s links
- US producer prices accelerate in another sign of inflation dangers – FT
- Another U.K. Inflation Shock Will Likely Embolden BOE Rate Hawks – Bloomberg
- The Fed Was Slow to Address Inflation. Can Powell Catch Up? – WSJ
- 10-year Treasury yield pushes back above 2% as Ukraine worries ebb, U.S. wholesale prices surge – MarketWatch
Monday’s links
- $100 Oil Adds To World Economy’s Inflation Shock – Bloomberg
- What the Fed might think about QT – FT Unhedged
- Fed Should Weigh Asset Sales to Curb Inflation – WSJ
- Russia-Ukraine Tensions May Help the Fed Engineer a Soft Landing – Barron’s
- Bond market signals concern Fed’s bid to cool inflation will backfire – FT