Wednesday’s links

  1. A year of pain: investors struggle in a new era of higher rates – FT
  2. Stagflation Is Just What the Economy Needs – Bloomberg Opinion
  3. GDP Is Revised Higher; There’s No Recession Just Yet – Barron’s
  4. Eurozone Inflation Eased in November, but Further Rate Rises Likely – WSJ
  5. Inflation in Europe eases but still in painful double digits – AP News
  6. Along the curve: New York Fed’s securities lending facility – Daniel Neilson *
  7. All They Told You About Money Printing Is Really, Really Wrong – Macro Compass *

*  Also appears on the Recommended Articles tab

Update: 23-Nov-2022

Anson Funds Chief Investment Officer Moez Kassam quoted in Reuters story on recent market strength.

“What I think you’re seeing is renewed investor enthusiasm fueled by those who see that beautiful light at the end of what has been a very dark tunnel. And there has been so much money on the sidelines that is rushing back into the markets and waiting to get back into the action”

Moez Kassam, CIO Anson Funds

See Reuters story here: Wall Street rises as Fed signals slowdown in rate hikes