- Eurozone inflation hits record 8.1% – FT
- Soros’s CIO Warns Recession ‘Inevitable’ – Bloomberg
- Avoiding Recession May Require Moving the Inflation Goal Post – Barron’s
- US Consumer Confidence Drops to Three-Month Low on Inflation – Bloomberg
- U.S. policymakers misjudged inflation threat until it was too late – MSN
- Senior Fed official calls for higher rates that start to stunt US economy – FT
Month: May 2022
Friday’s links
- Europe plans for risk that Russia cuts gas supply this year – FT
- Is a Recession Coming? Beware of This Indicator – Bloomberg Opinion
- Biden Might Limit Oil Exports to Lower U.S. Gasoline Prices – Barron’s
- Why investors are increasingly worried about recession in USA – Economist
- Bets Against U.S. Treasurys Rake In Gains – WSJ
Thursday’s links
Wednesday’s links
- Why ‘the worker’s market’ is not delivering for Americans – FT
- Has the Inflationary Wave Broken? – Authers in Bloomberg
- Rising Rates Are Battering Mortgage Lenders – WSJ
- Closed circuit: overnight reverse repo facility reaches $2 trillion – Daniel Neilson *
Tuesday’s links
- Fed must act now to ward off the threat of stagflation – FT Opinion
- Wall Street Is Buying Treasuries Again in Bet Worst Is Over – Bloomberg
- High Inflation Weighs on U.S., Global Economies – WSJ
- How to Play the Upheaval in Global Trade – Barron’s
- Treasury yields fall sharply, prices soar as traders shelter from stock sell-off – CNBC
Monday’s links
- How shadow banks threaten the global economy – FT Opinion
- Stiglitz Says Fed Rate Hikes Killing Economy Won’t Fix Inflation – Bloomberg
- Conditions Are Ripe for a Deep Bear Market – WSJ
- Business leaders warn that three-decade era of globalisation is ending – FT
- The Stock Market Has Avoided a Bear; But Selloff Isn’t Over – Barron’s
- QT – the Fed’s Portfolio of Mortgage-Backed Securities – Maroon Macro *
* Also available on the Recommended Articles tab
Thursday’s links
Wednesday’s links
- UK inflation jumps to 40-year high of 9% – FT
- Surging Dollar Stirs Markets Buzz of a 1980s-Style Plaza Accord – Bloomberg
- Stocks slide as inflation concerns mount – Barron’s
- Central banks seek interest rate sweet spot in inflation fight – FT
- Wall Street Warns Market Liquidity Is Getting as Bad as 2020 – Bloomberg
Tuesday’s links
- US dollar’s rapid rise increases risks for global economy – FT Opinion
- Bank of America Clients Hoard Cash – Bloomberg
- Food insecurity is a bigger problem than energy – FT Opinion
- U.S. industrial output rises in April for 4th straight month – MarketWatch
- ECB hawk raises prospect of steeper rate increase in July – FT
- Quantitative Tightening – Maroon Macro *
* Also available on the Recommended Articles tab
Monday’s links
- China’s economic activity plummets as Covid lockdowns hit growth – FT
- It’s a Good Time to Think About Stagflation Havens – Authers via Bloomberg
- Treasury yields trend lower on concerns about global slowdown – MarketWatch
- Hedge funds scale back bets on US stocks as losses surge – FT
- EU Says Companies Can Buy Russian Gas Without Breaking Sanctions – Bloomberg