Monday’s links

  1. Fed’s Interest-Rate Moves in 2023 Hinge on How Quickly Economy Reacts – WSJ
  2. German economy shrank in Q4 as soaring energy costs pinch demand – FT
  3. Gold Is Back Near a Record High – Bloomberg
  4. The Stock Market Used to Be Able to Ignore Politics. Not Anymore – Barron’s
  5. From ‘the Coin’ to High-Interest Bonds, US Reviews Debt-Limit Options – Bloomberg
  6. Fed set to signal plans to keep raising rates even as inflation eases – FT

Monday’s links

  1. Brazil and Argentina to start preparations for a common currency – FT
  2. A glimmer of hope about the economy? – Wiesenthal via Bloomberg
  3. Market Recovery Hinges on Quick Inflation Drop – WSJ
  4. A Debt-Ceiling Crisis Looms. An Example From History to Heed – Barron’s
  5. Investors Are Bullish on Oil, But They Like Copper Even More – Odd Lots via Bloomberg
  6. Come Hell or High Water – Fed Guy *

*  Also appears on the Recommended Articles tab

Friday’s links

  1. Great power conflict threatens USD’s exorbitant privilege – Zoltan Pozsar via FT *
  2. Financial Engineering the Debt Ceiling – Matt Levine via Bloomberg
  3. Investors pump trillions of dollars a day into ultra-safe Fed facility – FT
  4. The Bank of Japan’s Moment of Truth – WSJ
  5. Goldbugs Owe Much to Central-Bank Buying – Bloomberg Opinion
  6. Multicurrency Mercantilism and the New International Economic Order – Kathleen Tyson *

*  Also appears on the Recommended Articles tab

Wednesday’s links

  1. BOJ under pressure over next move as bond yields & yen surge – FT
  2. Calmer bond market helps drive global stocks higher – MarketWatch
  3. In Davos, Leaders Fret Over Fragmenting Global Economy – WSJ
  4. That Giant Sucking Sound Is the Exit From US Stocks – Authers in Bloomberg
  5. BOJ Surprises Markets With No Change, Yen Falls – Barron’s
  6. The Disappearing Japanese Bid for Global Bonds – Brad Setser CFR *

*  Also appears on the Recommended Articles tab