- Bank of England accused of failures on shadow banking – FT
- How We Get From ‘Great Resignation’ to Rate Hikes – Authers in Bloomberg
- Investors wrestling with ‘boomflation’ after hot July jobs report – MarketWatch
- Inflation Expectations Decline Across Time Horizons – NY Fed
- USD extends gains against yen as big Fed hike bets ramp up – CNBC
- Why Europe is suffering a worse inflation crisis than Britain – Telegraph
Month: August 2022
Thursday’s links
- Time to tackle the UK’s quantitative easing problem – FT
- Strategists Say Stocks Rally Set to Fade – Bloomberg
- BOE Makes Biggest Rate Rise Since 1995 as UK Inflation Soars – WSJ
- US Mortgage Rates Fall Below 5%–Lowest Level Since April – Barron’s
- Winter in Europe May Be Springtime for Putin – WSJ Opinion
- Treasury Curve Inversion Deepens; Yields Jump Then Plunge – Bloomberg via Yahoo
Wednesday’s links
- What market optimism misses – FT Unhedged
- Regional differences in American inflation hit a 40-year high – Economist
- Lessons From the Great Inflation of 1973-81 – WSJ Opinion
- Volatility Measure Hits Three-Year Low Despite Market Tumult – WSJ
- Stock Investors Better Hope a Recession Has Started – Bloomberg Opinion
- Zoltan Pozsar: ‘Welcome To The War Economy’ – Heisenberg Report *
* Also appears on the Recommended Articles tab
Monday’s links
- Germany Has Three Months to Save Itself From a Winter Gas Crisis – Bloomberg
- How bad will the global food crisis get? – FT
- Reading the rally – FT Unhedged
- West eases efforts to restrict Russian oil trading – FT
- Why Bets on a Dovish Fed Pivot Are Premature – Barron’s
- Falling Food Prices Ease Upward Pressure on Global Inflation – WSJ