- Global stocks set to post worst year since 2008 financial crisis – FT
- After $18 Trillion Rout, Global Stocks Face More Hurdles in 2023 – Bloomberg
- Investors Remain on Edge After Brutal Year for Markets – WSJ
- Crazy Year: A Bear Market, Oil’s Pop, and Those Bond Yields – Barron’s
- Gold set to finish 2022 near 6-month high – MarketWatch
- A new era: the end of cheap money – FT Editorial
Month: December 2022
Thursday’s links
- War, inflation and tumbling markets: the year in 11 charts – FT
- Wall Street’s Top Stars Got Blindsided by 2022 Market Collapse – Bloomberg
- Epic USD Rally Reverses; Investors Expect Further Declines – WSJ
- Copper Is Sliding. Where Inflation Could Send Prices Next Year – Barron’s
- Gold buyers binge on biggest volumes for 55 years – FT
Wednesday’s links
- Energy crunch may trigger eurozone contraction in 2023 – FT
- Credit Market Cracks Widen as Distressed Debt Nears $650 bil – Bloomberg
- Russian ruble slides to level not seen since April – MarketWatch
- Negative-Yielding Bonds Could Be Approaching Their Final Days – WSJ
- Inflation, recession, earnings: factors driving U.S. stocks in 2023 – Reuters
- The Fed’s balance sheet, 1914 to 1935 – Daniel Neilson *
* Also appears on the Recommended Articles tab
Tuesday’s links
- Macro hedge funds toast blowout year that peers are keen to forget – FT
- The Junk Bond Reckoning Is Coming in 2023 – Bloomberg Opinion
- Is the Inflation Storm Letting Up? – Krugman via NYT Opinion
- Year in a word: Inflation – FT Opinion
- Ten-year Treasury yield ticks higher as investors weigh economic outlook – MarketWatch
Wednesday’s links
Tuesday’s links
- Bank of Japan stuns markets with yield control policy change – FT
- Collapse in the US Saving Rate Is Misleading – Bloomberg Opinion
- Japan Bends to Global Forces Pushing Up Interest Rates – WSJ
- Why the BOJ decision surprised economists – Barron’s
- Global bond & equity markets take hit after BoJ’s shock move – FT
- Trapped Liquidity – Fed Guy *
* Also appears on the Recommended Articles tab
Monday’s links
- The Fed needs to stop raising rates – Bill Gross via FT
- Highest Interest Rates in 15 Years Are Derailing the American Dream – Bloomberg
- Mounting global price pressures may trigger more rate rises – FT
- Cooling the Labor Market Is the Fed’s No. 1 Job Now; It Will Hurt – Barron’s
- Central banks should beware mistaking wage rises for an inflation problem – FT
- Europe’s $1 Trillion Energy Bill Only Marks Start of the Crisis – Bloomberg
Friday’s links
- The hard kind of inflation – FT Unhedged
- Fed’s High Inflation Forecast Baffles Wall Street After Soft CPI – Bloomberg
- Europe’s Central Banks Raise Rates, and Prepare for More – NY Times
- Rolling blackouts are rolling in – Tuomas Malinen
- 10-year Treasury yield rises as investors assess economic outlook – CNBC
Thursday’s links
- Markets don’t believe Jay Powell – FT Unhedged
- Fed Raises Rate by 0.50%, Signals More Increases Likely – WSJ
- The Silver Lining in the Fed’s Plans for Interest Rates – Barron’s
- Europe’s Energy Crisis Expected to Boost Demand for Oil – WSJ
- ECB raises rates to 2% and warns of more increases to come – FT