- ‘Colossal’ central bank buying drives gold demand to decade high – FT
- Hedge Funds Boost Treasury Shorts to Record on Rally Doubts – Bloomberg
- The U.S. Consumer Is Starting to Freak Out – WSJ
- US Wage Growth Slows, Boosting Hope for a Soft Landing – Barron’s
- Eurozone avoids recession as economy expands in Q4 2022 – FT
Month: January 2023
Monday’s links
- Fed’s Interest-Rate Moves in 2023 Hinge on How Quickly Economy Reacts – WSJ
- German economy shrank in Q4 as soaring energy costs pinch demand – FT
- Gold Is Back Near a Record High – Bloomberg
- The Stock Market Used to Be Able to Ignore Politics. Not Anymore – Barron’s
- From ‘the Coin’ to High-Interest Bonds, US Reviews Debt-Limit Options – Bloomberg
- Fed set to signal plans to keep raising rates even as inflation eases – FT
Friday’s links
- Inflation Is on the Right Track as Fed’s Preferred Gauge Cools Again – Barron’s
- The Fed finds itself in a nasty hole – FT Opinion
- Oil majors poised to smash annual profit records — sparking outcries – CNBC
- US dollar hits reverse gear as Fed cedes rate-rise ‘driver’s seat’ – FT
- Economy Isn’t as Strong as It Looks – Barron’s
- The US Economy Slows Down – WSJ Opinion
Thursday’s links
- The $1tn coin: a silly idea to resolve the US debt ceiling wrangles – FT Opinion
- Diesel Prices Headed Higher Thanks to Europe’s New Ban on Russian Oil – Barron’s
- Rents in Canada Grow at Record Pace as Housing Shortage Stings – Bloomberg
- Gold Prices Buoyed by Rally as Investors Get on Board – WSJ
- The magic of an SDR-denominated bond – FT Alphaville
- Pandemic Fraud Gone Wild – WSJ Opinion
Wednesday’s links
- Risk on, economy off – FT Unhedged
- Is Europe Sleepwalking Into Another War? – Bloomberg
- Money Supply Shrinks; Outlook for Inflation & Economy – Barron’s
- Bank of Canada Raises Rates, Pauses to Assess Economic Impact – WSJ
- Is a US Recession Near? – Bloomberg BusinessWeek
Tuesday’s links
- The west will rue its embrace of protectionism – FT Opinion
- What’s Behind Fall in US Yields? Fed Hope, Growth Fear – Bloomberg
- Consumer Prices Plateau; Inflation Slows to Prepandemic Levels – WSJ
- Why Tech Layoffs Aren’t Alarming Economists Yet – Barron’s
- After a long, cold year, investors are flocking back to Europe – Reuters
- If markets crash in 2023 it will be the fault of the Fed & U.S. banks – MarketWatch
Monday’s links
- Brazil and Argentina to start preparations for a common currency – FT
- A glimmer of hope about the economy? – Wiesenthal via Bloomberg
- Market Recovery Hinges on Quick Inflation Drop – WSJ
- A Debt-Ceiling Crisis Looms. An Example From History to Heed – Barron’s
- Investors Are Bullish on Oil, But They Like Copper Even More – Odd Lots via Bloomberg
- Come Hell or High Water – Fed Guy *
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Friday’s links
- Great power conflict threatens USD’s exorbitant privilege – Zoltan Pozsar via FT *
- Financial Engineering the Debt Ceiling – Matt Levine via Bloomberg
- Investors pump trillions of dollars a day into ultra-safe Fed facility – FT
- The Bank of Japan’s Moment of Truth – WSJ
- Goldbugs Owe Much to Central-Bank Buying – Bloomberg Opinion
- Multicurrency Mercantilism and the New International Economic Order – Kathleen Tyson *
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Thursday’s links
- US Dollar touches 7-month low as Fed rate rise expectations slide – FT
- ECB’s Lagarde, DB’s Sewing See Inflation as Principal Concern – Bloomberg
- Treasury Begins Extraordinary Measures Amid Debt-Ceiling Debate – WSJ
- Copper’s Rally Keeps Rolling Along, With Help From China – Barron’s
- JPM’s Dimon says rates will rise above 5% due to underlying inflation – CNBC
Wednesday’s links
- BOJ under pressure over next move as bond yields & yen surge – FT
- Calmer bond market helps drive global stocks higher – MarketWatch
- In Davos, Leaders Fret Over Fragmenting Global Economy – WSJ
- That Giant Sucking Sound Is the Exit From US Stocks – Authers in Bloomberg
- BOJ Surprises Markets With No Change, Yen Falls – Barron’s
- The Disappearing Japanese Bid for Global Bonds – Brad Setser CFR *
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