- UK bond tumult ripples into US and European markets – FT
- Pension Strategy Left Funds Vulnerable to Rate Increases – WSJ
- US Homebuilder Sentiment Falls for a Ninth Month in Record Slide – Bloomberg
- Eurozone inflation hits record 10% as energy prices continue to soar – FT
- Many Bonds Are Down Over 30% This Year – Barron’s
Month: September 2022
Thursday’s links
- Lessons from the UK pension fund shock – FT Opinion
- Unstoppable Dollar Is Wreaking Havoc Everywhere But USA – Bloomberg
- Mortgage Rates Rise to 6.7%, Highest Since 2007 – WSJ
- Russia to annex four Ukrainian regions – FT
- A system under strain – Daniel Neilson *
* Also appears on the Recommended Articles tab
Wednesday’s links
Monday’s links
- UK Market Selloff Slams Gilts, Pound, Piling Pressure on BOE – Bloomberg
- Morgan Stanley Says Dollar Surge Tends to End in Crisis – Bloomberg
- Meloni’s rightwing bloc storms to Italian election victory – FT
- British Pound Hits Record Low Against Dollar – WSJ
- Traders bet on emergency interest rate rise after pound hits record low – FT
Thursday’s links
- How I learnt to stop worrying about public debt and inflation – FT Opinion
- Great Copper Squeeze Is Coming for the Global Economy – Bloomberg
- As America raises rates, the rest of the world bears the pain – Economist
- Swiss Franc Drops Most Since 2015 as SNB Hike Disappoints Market – Bloomberg
- Global manufacturing slowdown suggests worse is to come – Economist
- Fed Rate Decision Sends U.S. Treasury Yields in Different Directions – WSJ
Wednesday’s links
- Fed raises rates by 0.75 points for third time in a row – FT
- Europe’s Deepening Energy Crisis Pushes Bill to $500 Billion – Bloomberg
- Red Flags That Could Prompt the Fed to Slow Down on Rate Hikes – Bloomberg
- Simultaneous Rate Increases Could Trigger Rare Global Recessions – Barron’s
- U.S. bond yields stabilize ahead of Fed’s widely expected rate hike – MarketWatch
- The Fed Is Getting Even Tougher on Inflation – Politico
Tuesday’s links
- Fed under pressure to back up hawkishness with rate projections – FT
- Fed Set to Reveal ‘Pain’ Coming in Next Stage of Inflation Fight – Bloomberg
- Rising Interest Rates Squeeze Stocks Hitting Both Earnings & Multiples – WSJ
- Ten-Year Treasury Yields Go Still Higher on Inflation Concerns – Barron’s
- What Comes Next in the Fed’s Fight Against Inflation? – NYT
Monday’s links
- Dollar’s Rise Spells Trouble for Global Economies – WSJ
- Are China’s problems global problems? – FT Unhedged
- Global Race to Hike Rates Tilts Economies Toward Recession – Bloomberg Businessweek
- As Inflation Persists, Interest Rates Will Stay High – Barron’s
- Rising Bond Yields Change the Calculus for Stocks – WSJ
Friday’s links
- Sterling hits 37-year low against dollar as recession fears mount – FT
- Rampant USD Has Room to Run as Fed Gears Up for More Hikes – Bloomberg
- The Economy Is Cooling—Just Not in the Right Ways – Barron’s
- Gold dips to 2-year low on US rate rise fears (and strong USD) – FT
- Rise of 2-year Treasury yield keeps yield curve deeply inverted – MarketWatch
Thursday’s links
- New Inflation Developments Rattling Markets, Economists – NY Times
- US stocks are not cheap yet – FT Unhedged
- Fed actions to fight inflation will hurt rest of world – Bloomberg Opinion
- Inflation fight was always going to be ugly – FT Unhedged
- Fed must avoid Volcker’s mistake on inflation – FT Opinion
- Investors face poor macro backdrop, limited choices – MarketWatch
- Putin vs Europe – The Long War – Macro Compass *
* Also appears on the Recommended Articles tab