1. Rumors of Stagflation in US First Quarter GDP – WSJ
2. There Will Be No Soft Landing – Barron’s
3. Russia Uses Domestic USD Stash to Avoid Defaulting – Bloomberg
4. Fed’s balance sheet is normal and political – FT Opinion

1. Sweden’s Riksbank raises rates in policy U-turn – FT
2. U.S. economy shrank for the first time since 2020 – Bloomberg
3. Yen Hits New 20-Year Low – WSJ
4. Food Prices Keep Climbing – Barron’s
5. Rising yields making Treasuries increasingly attractive – Bloomberg BusinessWeek
6. Draining the RRP – Fed Guy *

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1. Four European Gas Buyers Made Ruble Payments to Russia – Bloomberg
2. Soaring dollar pushes euro to five-year low – FT
3. New Era of Supply Shocks and Inflation – WSJ
4. Exodus From Bond Funds Is Creating Bargains – Barron’s

1. Ukraine Latest: EU Gas Prices Soar as Poland Braces for Flow Cut – Bloomberg
2. War in Ukraine is causing a many-sided economic shock – FT
3. China’s Lockdowns Pose Problems for the Global Economy – Barron’s
4. How to avoid a recession – FT Unhedged

1. Investors brace for the Fed’s slowdown – FT Unhedged
2. Fed Is Losing Control Over the Inflation Narrative – Bloomberg
3. Fed’s Ability to Communicate Getting Harder Than Ever – Barron’s
4. Global stocks drop on inflation worries – FT

1. Surging US inflation expectations defy Fed’s efforts – FT
2. Russia Faces ‘Reverse Industrialization’ in Sanction Squeeze – Bloomberg
3. Why Europe Is Having Such a Tough Time Giving Up Russian Energy – Barron’s
4. Fed fallout spreads as shift to raise US rates starts to jolt markets – FT

1. Historic sell-off lures bargain hunters to bond market – FT
2. Fed Risks Shattering Pro-Jobs Policy by Hammering Prices – Bloomberg
3. Hunger and Blackouts–Just the Start of Emerging Market Crises – Bloomberg
4. Real Yields on 10-Year Treasuries About to Turn Positive? Think Again – Barron’s

1. Fed tightening sends US ‘real yields’ to brink of positive territory – FT
2. IMF Cuts Growth Outlook on Russia Invasion, China Lockdowns – Bloomberg
3. Variation margin – Financial plumbing in commodities markets – Daniel Neilson *

*  Also available on the Recommended Articles tab

1. It’s time for a new Bretton Woods – FT
2. World Bank Cuts 2022 Global Growth Outlook – Bloomberg
3. Hot Economy, Rising Inflation; Unusual Problem for the Fed – WSJ
4. Bond Market’s Trouble Signal Has Turned Off, for Now – Barron’s

1. ECB sticks to plan for gradual tightening of monetary policy – FT
2. U.S. Mortgage Rates Hit 5% for First Time Since Early 2011 – Bloomberg
3. Markets Are Trading Like Inflation Has Peaked; Seems a Bit Premature – Barron’s
4. Can the Fed stamp out US inflation without causing a recession? – FT