Friday’s links

  1. Hank Paulson: ‘I think it’s pretty likely we will see a recession’ – FT
  2. As Bond Market Turbulence Eases, Companies Borrow Again – WSJ
  3. Treasury troubles revisited – FT Alphavilla
  4. The Fed’s Inflation Troubles Won’t End Soon, Economist Says – Barron’s Opinion
  5. The Swiss Bank-Bailout Rebellion – WSJ Opinion
  6. How High Interest Rates Turn ‘Paper Losses’ Into Real Ones – WSJ Opinion
  7. US wholesale inflation posts biggest drop since start of pandemic – MarketWatch
  8. The ‘Extraterritorial’ US Dollar – Pacemaker Global *

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Wednesday’s links

  1. Japan, Germany and the challenge of excess savings – FT Opinion
  2. Wells Fargo Strategist Warns S&P 500 Is Set for a 10% Correction – Bloomberg
  3. US inflation eased to lowest level in nearly two years in March – FT
  4. Top US Banks to Reveal $521 Billion Deposit Drop, Most in Decade – Bloomberg
  5. Global savings glut more ephemeral than we think – FT Opinion
  6. Crosscurrents Hide a Rapidly Cooling Labor Market – WSJ
  7. Mundell Predicted Our Economic Instability – WSJ Opinion

Tuesday’s links

  1. Tumbling Money Supply Alarms Economists Who Foresaw Inflation – Bloomberg
  2. Top IMF official warns of ‘acute’ risks in global financial system – FT
  3. Get ready for the great unwinding – FT Opinion
  4. Bond Investors Shouldn’t Gamble on the Inverted Yield Curve – Bloomberg Opinion
  5. Crises have left us stuck in a ‘doom loop’ of insuring risky behaviour – FT Opinion
  6. Inflation Wave May Be Cresting. What’s Next for Fed Rates? – Barron’s
  7. High inflation & interest rates to hobble global economies for several years – MarketWatch
  8. Ruble falls to lowest level against U.S. dollar in a year – MarketWatch
  9. The Canary in the Fed’s Coal Mine – Law and Liberty *

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Monday’s links

  1. Bond Market Is Overplaying the Risk of a Deep Recession – Bloomberg
  2. Why Taiwan matters to the world – FT Opinion
  3. Welcome to a new era of petrodollar power – Economist
  4. Rate-Rise Roller-Coaster: Bank Earnings & Inflation Are Key – Barron’s
  5. Auditors Didn’t Flag Risks Building Up in Banks – WSJ
  6. European commercial real estate: the cracks are starting to show – FT
  7. A $1.5 Trillion Wall of Debt Looms for US Commercial Properties -Bloomberg
  8. USA’s Asia Policy May Be Setting Itself Up for a Fall – Barron’s
  9. Powell’s Duration Trap, Banks and the US Treasury – Institutional Risk Analyst *

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Thursday’s links

  1. A slowly slowing economy – FT Unhedged
  2. Americans Are Working Less Than They Were Before the Pandemic – Bloomberg
  3. US Economy May Be Weakening; What That Means for Rate Hikes – Barron’s
  4. Deposit Outflows Shine Light on Fed Program That Pays Money-Market Funds – WSJ
  5. How the USD Decline Could Add to Inflation Problems – Barron’s
  6. The dovish case for the BoJ to abolish yield curve control – FT
  7. US Profits Set for Pandemic-Sized Drop, Goldman Strategists Say – Bloomberg
  8. Securities Issued by the Fed: Not so crazy after all – Nathan Tankus *
  9. De-dollarization Has Begun – AIER *
  10. Monetary Policy Transmission & the Money Market Fund Industry – FRBNY *

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Tuesday’s links

  1. JP Morgan’s Dimon: regulations stoked banking turmoil – FT
  2. Hedge funds caught off guard again in turmoil – FT Opinion
  3. JPMorgan Warns Stocks Are in ‘Calm Before the Storm’ – Bloomberg
  4. Sterling hits 10-month high as recession fears ease – FT
  5. Latin America Has Learned How to Fight a Financial Crisis – Bloomberg Opinion
  6. Bank Deposits Are Holding Steady (For Now) – Barron’s
  7. What ‘unprecedented’ volatility in the $24 trillion Treasury market looks like – MarketWatch
  8. Who’s to Blame for America’s Latest Banking Crisis? – Bloomberg Opinion
  9. BoE working paper dissects gilts market crisis – Securities Finance Times *

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Monday’s links

  1. Even a Recession Might Not Tame Inflation – Bloomberg Opinion
  2. Oil price surges after Opec+ nations make surprise output cut – FT
  3. World Bank Warns of Lost Decade for Global Economy – WSJ
  4. Bank Turmoil Collides With Tech Slump in Battered San Francisco – Bloomberg
  5. US regional banks reduced cash buffers ahead of run on deposits – FT
  6. Morgan Stanley Strategist: US Tech Stocks’ Rally Is Overdone – Bloomberg
  7. The Debt Ceiling Is Forgotten, but Not Gone. It Could Still Slam Stocks – Barron’s
  8. Giving Credit When Credit is Due – Michael Green *

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