- ‘Inflation is up, it matters’: high prices plague Biden’s presidency – FT
- Fed Doesn’t Yet Favor a Half-Point Hike or an Emergency Move – Bloomberg
- The Trouble With a Stock-Market Bubble – WSJ
- Rapid Inflation Stokes Unease From Wall Street to Washington – NYT
- Mortgage Rates Jump Again. Their Rise Isn’t Over – Barron’s
Month: February 2022
Thursday’s links
- US inflation surges to 7.5% in fastest annual rise in 40 years – FT
- Inflation Hot Spots: Prices Surge 9% in U.S. Mountain States – Bloomberg
- Treasury Yields Hit 2% After Inflation Data – WSJ
- Rising Yields Are Making Treasuries More Popular – Barron’s
- Inflation in Europe is expected to peak early this year – NYT
- Have Bond Investors Gone Completely Insane? – Bloomberg Opinion
Tuesday’s links
- Government bonds drop as traders contemplate central bank direction – FT
- Investors Hedging This Much Usually Precedes U.S. Stock Gains – Bloomberg
- The Folly of ‘Modern Supply-Side’ Economics – WSJ Opinion
- The message from rising real rates – FT Unhedged
- The Origins and Evolution of the Modern Monetary System – Maroon Macro (also on Recommended Articles tab)
Monday’s links
- Elevated Bond Yields Approach Key Milestone – WSJ
- Market swings leave high-profile stockpickers wrongfooted – FT
- Treasuries Join World Bond Rout on Prospect of Super-Sized Hikes – Bloomberg
- Data can be wrong, too – FT Unhedged
- Quantitative hikes – Fed Guy (also on Recommended Articles tab)
Friday’s links
- Global bonds knocked as traders brace for central bank tightening – FT
- Flatter U.S. Yield Curve Dominates Emerging-Markets – Bloomberg
- Bond Yields Surge in Europe as Old Jitters Return – WSJ
- Repo Man – Daniel Neilson (also on Recommended Articles tab)
Thursday’s links
Tuesday’s links
- US options trading heats up even as speculative stock rally cools – FT
- The Fed Knows What It Needs to Do. Now Comes the Tricky Part – Bloomberg Opinion
- Bond Market Hints at Calm After Disruptive Selloff – WSJ
- The Simple Reason Why So Many Can’t Afford Housing – Barron’s
- Mechanics of quantitative tightening – Daniel Neilson (also on Recommended Articles tab)