- Investors bet rates will stay higher for longer – FT
- US Bond Market Awaits the Latest CPI Report Tuesday – Barron’s
- Inflation Is Falling, But Where Will It Eventually End Up? – WSJ
- Morgan Stanley Strategists Warn Stocks Ignoring Reality – Bloomberg
- How quickly is US inflation receding? – FT
- Junk-Loan Market Shrugs Off Economic Worries – WSJ
Month: February 2023
Friday’s links
- Russia’s Central Bank May Raise Rates if War Fuels Inflation – WSJ
- The Recession Has Gone Missing – Barron’s Opinion
- Russia Retaliates for Sanctions With Oil Output Cut – Bloomberg
- U.S. Government Borrowing Costs Rise on Debt Ceiling Debate – WSJ
- U.K. Narrowly Avoids Recession; Economy Remains Weak – Barron’s
- Fed officials on board with more modest pace of rate hikes – Reuters
Thursday’s links
- German inflation hits five-month low (sic) of 9.2% – FT
- US Jobless Claims Pick Up for the First Time in Six Weeks – Bloomberg
- Fed Now Has a Good Chance at a Soft Economic Landing – WSJ Opinion
- In defence of diversification – FT Unhedged
- Powell Braces for Longer Inflation Fight Amid Hiring Surge – WSJ
- Biden Is Not Backing Off His Big-Government Agenda – NY Times
Wednesday’s links
- Wall Street finds it easier to raise money despite rising interest rates – FT
- BP’s Big Shift Could Signal a New Energy Boom – Barron’s
- Fed chair warns of even higher rates if jobs data stays strong – FT
- Phantom’s High Ticket Prices, Federal Reserve, & Inflation – Barron’s
- Lessons from the great reflation – Martin Wolf via FT Opinion
- Euro Extends Decline Against G-10 Currencies – Bloomberg
- The Silent Monetary Revolution (LIBOR to SOFR) – Concoda *
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Tuesday’s links
- Central banks are not here to make profits – FT Opinion
- Liz Truss Might Have the Last Laugh Yet – Bloomberg Opinion
- Biden plans billionaire tax & quadrupling levy on share buybacks – FT
- When Financial Bubbles Are Hard to Pop – Bloomberg BusinessWeek
- How Moscow bought a new sphere of influence in Africa – FT
- Understanding the “Inconvenience” of U.S. Treasury Bonds – NY Fed *
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Monday’s links
- The Fed Has ‘More Work to Do’ on Inflation – WSJ Opinion
- What Does an Endgame Look Like in Ukraine – Bloomberg Opinion
- The paradox of financial conditions – El-Erian in FT Opinion
- Banks Borrow Unsecured Cash at Record Clip As Deposits Flee – WSJ
- Investors pile into market rally as economic slowdown risk ebbs – FT
Friday’s links
- Fed and ECB diverge as Lagarde tackles inflation – FT
- US Unemployment Falls to 3.4%, Lowest in 53 Years – WSJ
- BofA Warns Investors Risk Sleepwalking Into Selloff – Bloomberg
- European stock markets have further to rally, argues GS – FT Alphaville
- Does it matter that central banks are losing squillions? – FT Alphaville
- A New Supercycle Is Starting, Says Fidelity’s Macro Strategist – Barron’s
Thursday’s links
- ECB Lifts Key Rate More Than the Fed With Half-Point Move – Barron’s
- BOE raises interest rates by 0.5 percentage points to 4% – FT
- Investors Bet Fed Is Bluffing on Interest Rates – WSJ
- Is the Fed ignoring market risk? – FT Unhedged
- Economists detect dovish undertones from ‘more optimistic’ Powell – FT
- Questions for Fed chair on platinum coin and constitution – Tankus in FT Alphaville
- The Trillion-Dollar Question: Could a Coin Save the Day? – NYT *
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Wednesday’s links
- Markets Pricing a Fairy-Tale Fed Ending. The Dream Can’t Come True – Barron’s
- Opinion: Volcker’s Recipe for Prosperity – Judy Shelton in WSJ
- US Fed poised to shift to quarter-point rate rise as inflation eases – FT
- Biden’s Big Oil Profits – WSJ
- Wall Street: We Want Lower Rates. The Fed: Not So Fast – Bloomberg
- BOJ and yield curve control – Daniel Neilson *
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