- Eurozone inflation hits record high of 10.7% – FT
- Morgan Stanley’s Strategist Says End of Fed Tightening Nearing – Bloomberg
- Higher Interest Rates Fuel Losses at the Federal Reserve – WSJ
- The Year That Changed How Wealth Grows – Barron’s
- World needs to accept the urgent need for fossil fuel investment – CNBC
Month: October 2022
Wednesday’s links
- Biden orders officials to prepare for more emergency oil releases – FT
- Fed Can’t Pause Rate Hikes With Core Inflation Accelerating – Bloomberg
- Will the energy crisis crush European industry? – FT
- U.K. Inflation Reaches 10.1% – WSJ
- Risk-Hungry Investors Should Remember Black Monday – Barron’s
- Banks rediscover that holding cash can be lucrative – FT Opinion
Tuesday’s links
- BOE Disputes It Will Delay Bond Sales; Yields Rise – Barron’s
- $200 Diesel Puts Biden in an Ugly Corner – Bloomberg Opinion
- Europe at risk of ‘much worse’ energy crisis next year, warns Qatar – FT
- Russia Won’t Sell Price-Capped Crude. Period – Bloomberg Opinion
- France’s central bank boss says UK crisis shows risk of ‘vicious loop’ – FT
- Latin America’s inflation lessons for the G7 – FT Opinion
- Oil Politics Enter New Phase as U.S.-Saudi Relationship Worsens – Barron’s
Monday’s links
- US banks are scary strong – FT Unhedged
- U.K. Reverses Nearly All Tax Plans to Reassure Markets – WSJ
- EU to propose ‘last-resort’ gas price ceiling to curb extreme prices – FT
- The Fed Has Another Problem: States Doling Out Stimulus Funds – Barron’s
- Global economic warning lights are flashing red – FT Opinion
- Can the US Take on China, Iran and Russia All at Once? – Bloomberg Opinion
Friday’s links
- The Global Energy Order Is Unravelling Fast – Bloomberg Opinion
- Inflation Report Points to 0.75-Point Fed Rate Rise in Nov – WSJ
- U.S. Dollar Rally Is on Pause. The Next Catalysts Are Coming Soon – Barron’s
- Processing hold-ups at US custody bank exacerbated UK pension sell-off – FT
- U.K. Crisis Escalates…What That Means for the U.S. – Barron’s
- The Fed’s Next Crisis Is Brewing in US Treasuries – Bloomberg Opinion
- The liquidity Nobel: Minsky & Kindleberger – David Neilson *
* Also appears on the Recommended Articles tab
Thursday’s links
- Core US Inflation Rises to 40-Year High, Securing Big Fed Hike – Bloomberg
- U.K. Bond Yields Fall Ahead of End to BOE Intervention – FT
- Bad Policies Are Greasing the Wheels for a Global Recession – Bloomberg
- Gilts crisis undermines drive to use pension funds for economic growth – FT
- Who Blew Up Britain’s Pension Funds? – WSJ Opinion
Wednesday’s links
- Stock market is in trouble; bond market ‘very close to a crash’ – MarketWatch
- US Core Inflation Seen Returning to 40-Year High – Bloomberg
- Disease and war are shaping our economy – FT Opinion
- Gilts sell off as Bank of England reiterates plan – FT
- Dimon’s S&P 500 Bear Market: Brutal, Far From Unimaginable – Bloomberg
- IMF Urges Governments Restrain Spending to Fight Inflation – WSJ
Tuesday’s links
- UK market turmoil is a harbinger of global events to come – FT Opinion
- IMF Sees Financial Instability Risk Rising – Barron’s
- UK Turmoil Spawns the Return of Bond Vigilantes – El-Erian in Bloomberg
- BOE Further Expands Bond-Market Rescue – WSJ
- Inflation-linked gilts come unlinked – FT Opinion
Monday’s links
- The Challenge of Global Disinflation – Bloomberg Opinion
- Biden should act now on the wrecking-ball dollar – FT Opinion
- Fed’s Evans Says Rates Will Need to Remain at Higher Levels – WSJ
- Oil Prices Wobble on Signs of Weakening Demand in China – Barron’s
- China extends currency swaps with ECB – Reuters
- UK Pension Funds Get New Way to Tap BOE Cash – Bloomberg
- BOE unveils measures to ease strains in UK pension funds – FT
- Solvency Constraints – Fed Guy *
* Also appears on the Recommended Articles tab
Friday’s links
- UK’s wake-up call on bond vigilantes – FT Opinion
- EU: Energy Costs Threaten Solidarity – Bloomberg
- Fed officials back further rate rises to tame inflation – FT
- Interest Rates Have Hammered TIPS – Barron’s
- Treasury yields climb as U.S. unemployment drops – MarketWatch
- Why the ‘market maker of last resort’ is a bad idea – Carolyn Sissoko *
* Also appears on the Recommended Articles tab