1. Russia sanctions threaten to erode dominance of US dollar, says IMF – FT
2. America’s Oil Reserve Weapon Risks Misfiring – Bloomberg Opinion
3. Oil Falls as U.S. Eyes Reserve Release – WSJ
4. BoJ to boost bond buying even as yen suffers worst month since 2016 – FT
5. Risk of a 1970s-Style Inflation Shock is Rising, Warns Brevan Howard – Bloomberg

1. War in Ukraine: what explains the calm in global stock markets? – FT
2. Banks Aren’t Sweating a Yield Curve Inversion Yet – Bloomberg Opinion
3. Yield Curve Inversion Signals Something Important; No Agreement on What – Barron’s
4. Strains in $23tn US government debt market as Fed tightens monetary policy – FT
5. Beijing moves to strengthen Moscow ties in wake of Ukraine invasion – FT

1. A new world of currency disorder looms – FT Opinion
2. Treasury Yields Slip as Ukraine Cease-Fire Talk Progess Sends Oil Lower – Bloomberg
3. Russia Built Parallel Payments System That Escaped Western Sanctions – WSJ
4. TINA meets rising yields – FT Unhedged
5. ‘Don’t Get Too Gloomy’ or Risk Missing Out After Yield Inversion – Bloomberg

1. Ukraine war risks destabilising the west – FT Opinion
2. Biden Pitches $5.8 Trillion Plan With Record Tax Hike – Bloomberg
3. Stocks Got a Big Boost From the Bond Selloff; The Fed Could Change That – Barron’s
4. Yen hits 7-year low after Bank of Japan sticks to stimulus – FT
5. Fed Study Points Finger at Fiscal Boost for High U.S. Inflation – Bloomberg Economics

1. Market calm shows that wartime doesn’t mean volatility – FT
2. Biden Says to Expect ‘Real’ Food Shortages Due to Ukraine War – Bloomberg
3. U.S. to Boost Gas Deliveries to Europe Amid Scramble for New Supplies – WSJ
4. Farm commodities — gamble or hedge? – FT Opinion

1. Why Financial Conditions Are Easing After the Fed Raised Rates – Bloomberg Odd Lots
2. BlackRock chief says Ukraine war marks end of globalisation – FT
3. UK inflation accelerates to 30-year high of 6.2% – FT
4. Fertilizer Prices Surge as Ukraine War Cuts Supply, Leaving Farmers Shocked – WSJ
5. Putin’s War Seen Wiping Out 15 Years of Russian Economic Growth – Bloomberg
6. Historic Disruption of the World’s Wheat Supply – Bloomberg Odd Lots

1. Trafigura’s finance chief warns of commodity industry stress – FT
2. The Worst Drawdown on Record for Global Fixed Income – Bloomberg
3. Ukraine Brings Back Agonizing Realpolitik Decisions – WSJ
4. Global food crisis is the prisoners’ dilemma of trade – FT Opinion
5. Will the Fed Sink Emerging Markets (Again)? – WSJ
6. Yes, But Which Yield Curve? – Macro Compass *

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1. This Is What a Bear Market Is Like – Bloomberg
2. US companies work harder to raise cash – FT
3. Flattening Yield Curve Stirs Recession Debate – WSJ
4. Global Growth Is Slowing. Investors Aren’t Prepared – Barron’s
5. Markets Are Pushing Fed Into Developing-Economy Territory – El-Erian in Bloomberg
6. The Great Steepening – Fed Guy *

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1. Ukraine war sparks food shortages in Arab nations as wheat prices soar – FT
2. Ag Giants Stay in Russia Despite Calls to Exit – WSJ
3. Food Prices Keep Going Up – Barron’s
4. One of Wall Street’s Most Vocal Bears Says Sell The Rally – Bloomberg

1. Global economy’s growing risks: stagflation, refugees and lockdowns – FT
2. World’s Biggest Commodities Markets Are Starting to Seize Up – Bloomberg
3. Americans Are Having an Inflation ‘Aha’ Moment – WSJ
4. Part of the Yield Curve Just Inverted; Scary if the Trend Continues – Barron’s