1. US Mortgage Rates Top 4% for the First Time Since 2019 – WSJ
2. The Fed Is Basically Just Guessing About Interest Rates – Bloomberg Opinion
3. Inflation vs. Recession: The Fed Is Walking a Tightrope – NYT
4. JPMorgan Processed Russia Bond Payments, Sent Money to Citi – Bloomberg

1. Energy traders call for ‘emergency’ central bank intervention – FT
2. Fed Lifts Rates a Quarter Point and Signals More Hikes to Come – Bloomberg
3. Fed Raises Interest Rates for First Time Since 2018 – WSJ
4. The Global Fight Over Chips Is About to Get Even Worse – Bloomberg
5. China makes rare intervention to bolster confidence – FT

1. U.S. Producer Prices Rise 10%, Reinforcing Fed’s Rate-Hike Path – Bloomberg
2. Big investors to shift billions from bonds into stock markets – FT
3. Bond Markets Forecast Long Financial Freeze for Russia – WSJ
4. Ukraine War Stokes Insecurity in the World’s Food Supply – WSJ
5. Treasury Bonds Aren’t the Haven You Need Right Now – Bloomberg

1. Risks grow for Fed as Ukraine clouds outlook on eve of rate rise – FT
2. Inflation is Bringing Back the K-Shaped Economy – Bloomberg Opinion
3. The West Needs an Off-Ramp From Sanctions, Too – Authers in Bloomberg
4. The 18 Minutes of Trading Chaos That Broke the Nickel Market – Bloomberg BusinessWeek
5. Investors Dash to Haven Assets During Ukraine Crisis Turmoil – WSJ
6. Is the Dollar in Danger? – Kessler in WSJ

1. Toppling the dollar as reserve currency risks harmful fragmentation – FT Opinion
2. Bond investors left in the dark after some Russian borrowers pay up – FT
3. An outside-spread moment – Daniel Neilson *

*  Also available on the Recommended Articles tab

1. Goldman Sachs to pull out of Russia in Wall Street’s first exit from the country – FT
2. Elevated Inflation Settles In for the Long Run – Bloomberg Opinion
3. Inflation Reached 7.9% in Feb; Consumer Prices Highest in 40 Years – WSJ
4. The Fed Needs to Delay Its Rate Hikes – Bloomberg Opinion

1. Bond Traders Ring Recession Alarm on Imminent Curve Inversion – Bloomberg
2. Investors bet on higher long-term US inflation – FT
3. U.S. Inflation Data to Capture Prewar Prices, Rather Than Peak – Bloomberg
4. Will Inflation Stay High for Decades? One Influential Economist Says Yes – WSJ
5. European Industry Starts Shutting Down as Energy Prices Soar – Bloomberg

1. US to ban imports of Russian oil – FT
2. How Everything Became a Risk – Bloomberg
3. Banks in Europe Take Brunt of Market Selloff – WSJ
4. China’s Currency Could Be Big Winner in the Russia-Ukraine War – Barron’s
5. Pozsar on the Great Commodities Collateral Crunch – Bloomberg Odd Lots *
6. Monetary policy in a disorganized economy – Daniel Neilson *

*  Also available on the Recommended Articles tab

1. Energy prices surge and shares fall as US discusses Russia oil ban – FT
2. Cracks Are Showing in Consumers’ Tolerance for Inflation – Bloomberg
3. Will Inflation Fall? Any Pullback Depends on These Sectors – WSJ
4. Germany Opposes Cutting ‘Essential’ Russian Energy – Bloomberg
5. U.S. Treasurys Regain Favor – WSJ
6. Weighing Up Risks of Stagflation and Armageddon – Authers in Bloomberg

1. The west’s hybrid war on Russia – FT
2. Wheat prices hit fresh highs as war halts exports from Ukraine and Russia – FT
3. JPMorgan Warns Russia Faces 1998-Like Collapse – Bloomberg
4. US February Hiring Strongest Since Summer; Unemployment Falls to Pandemic Low – WSJ
5. Russia Is Now Uninvestible – Barron’s
6. War in the monetary system – Daniel Neilson (also on Recommended Articles tab)