- Europe’s Energy Crisis Will Likely Cost Over $200 Billion – Bloomberg Opinion
- Strong Dollar Extends Gains With No End to Rally in Sight – WSJ
- Treasury yields rise as curve remains inverted – CNBC
- Oil Prices Higher on Concerns Supply Will Remain Tight – Barron’s
- US Is Exporting Inflation; Fed Hikes Will Make It Worse – Bloomberg BusinessWeek
- Russian gas cuts threaten to shutter Germany industry – FT
- Coming copper shortage could derail energy transition – CNBC
Month: July 2022
Sunday’s links
- Central banks embrace big rises to bolster currencies and fight inflation – FT
- Nobody Knows How Long Inflation Will Last – Ferguson in Bloomberg
- Strong US Dollar Extends Gains With No End to Rally in Sight – WSJ
- Unstoppable Dollar Risks Worsening Asia Stock Exodus – Bloomberg
- Fed Is Unlikely to Do a Full-Point Rate Hike – Barron’s
Thursday’s links
- Wholesale prices shoot up near-record 11.3% in June on energy costs – CNBC
- Soaring US inflation puts pressure on Fed to abandon guidance – FT
- What It Will Take for the Fed to Tame Inflation – Bloomberg Opinion
- Why US Dollar’s Strength Is a Blessing and a Curse – Barron’s
- Investors steer clear of 20-year Treasuries – FT
Wednesday’s links
- U.S. CPI Inflation Hits New Four-Decade High of 9.1% – WSJ
- Swaps Price In One-in-Three Chance of Full Point July Rate Hike – Bloomberg
- Euro falls to parity with US dollar for first time in two decades – FT
- Canada surprises with 100 basis-point interest rate rise – FT
- Inflation Was Way Worse Than Expected. The Fed Has Its Work Cut Out – Barron’s
Tuesday’s links
- Wall Street recession fears stoked by patchy US economic data – FT
- Fresh US Inflation Peak to Keep Fed on Aggressive Path – Bloomberg
- Housing Could Provide More Fuel for US Inflation – WSJ
- This Recession May Be Mild. The Second One Will Be Worse – Barron’s
- Biden Should Know Better: No More Stimulus – Bloomberg Opinion
- Don’t Fight The Fed – Fed Guy *
* Also appears on the Recommended Articles tab
Monday’s links
- Markets are losing faith in central banks – FT
- Europe’s Natural-Gas Crisis Is Worse Than It Looks – Bloomberg Opinion
- For Fed, Easing Too Soon Risks Repeat of Stop-and-Go 1970s – WSJ
- US Industry Starting to Buckle From High Power Costs – Bloomberg BusinessWeek
- Did US inflation accelerate again in June? – FT
- What We’re Missing in the Inflation Panic – Barron’s
- Those Predicting a ‘Fed-Induced Recession’ Misunderstand the Meaning of Recession – Tamny in Forbes *
- From Leaks to Flood – Daniel Neilson *
* Also appears on the Recommended Articles tab
Friday’s links
- ‘Fed’s credibility’ strained as inflation rages – FT
- Historic Cascade of Defaults Is Coming for Emerging Markets – Bloomberg
- How Low Can the Euro Go? – WSJ
- US Jobs Growth Remains Strong; Labor Market Still Isn’t Cooling Off – Barron’s
- Canada’s trade surplus just blew away expectations – Financial Post
- Bonds regain some sparkle after grim reset – FT Opinion
Thursday’s links
- US mortgage rates in sharp fall as economic jitters seep into housing – FT
- BOE’s Top Economist Says Willing to Move Faster on Rates if Needed – Bloomberg
- Copper’s Slide Signals Mounting Recession Concern – WSJ
- Stocks rise as investors assess monetary policy outlook – FT
- Fed Needs Help From Congress & President to Fight Inflation – Barron’s
Tuesday’s links
- Liquidity strains in markets need structural fixes – FT
- Slowdown Story Comes With an Ugly Ending for Stocks – Authers in Bloomberg
- At Least 7 Major Economies Will Hit Recession in the Next 12 Months – Barron’s
- Market Has Three Silver Linings – El-Erian in Bloomberg
- Europe power prices hit new high after Russian gas supply cuts – FT