1. German inflation surges more than expected to 6.8% – FT
2. The Great US Treasury Bond Rout Is Far From Over – Bloomberg Opinion
3. Fed: big US banks would lose $541bn in doomsday scenario – FT
4. ‘Hot Money’ Is Piling Up at Banks and It’s Starting to Take a Toll – Bloomberg
5. Bidenomics in One Lesson – WSJ Opinion
6. Real Estate Stock Selloff Is a ‘Gift’ for Investors – Barron’s
7. Sweden’s krona hits new record low as central bank hikes – CNBC
8. Understanding the Modern Monetary System (Updated) – Cullen Roche *

*  Also appears on the Recommended Articles tab

1. The return of quantitative easing – FT Opinion
2. White House embraces ‘Bidenomics’ as it seeks to woo sceptical voters – FT
3. Biden in a Race to Reverse Voters’ Pessimism About Economy – WSJ
4. US banks step up sales of loan portfolios to private lenders – FT
5. Waiting for the Godot Recession – John Authers via Bloomberg Opinion
6. BIS: banks face their worst losses since the 2008 crisis if inflation cannot be tamed – Yahoo Finance
7. Powell Says Consecutive Rate Hikes Aren’t Off the Table – Barron’s
8. Fed says those extra pandemic savings are now wiped out – MarketWatch
9. Powell says more ‘restriction’ is coming, including possibility of hikes – CNBC
10. Central bank chiefs say interest rates will keep rising – FT

1. Why Economies Haven’t Slowed More Since Central Banks Hit the Brakes – WSJ
2. IMF warns central banks of ‘uncomfortable truth’ in inflation fight – FT
3. Why markets have ignored Russia – FT Unhedged
4. US Consumer Confidence Rises to Highest Level Since Early 2022 – Bloomberg
5. ECB must persist with high rates says ECB President Lagarde – FT
6. The Stock Market Isn’t as Calm as It Seems – WSJ
7. Yield Curve Continues to Signal a Recession; Yet Investors Are Upbeat – Barron’s
8. Home prices rose for third straight month in April – CNBC

1. Putin Faces Historic Threat to Absolute Grip on Power in Russia – Bloomberg
2. Russia’s Internal Rebellion – WSJ Opinion
3. ‘A huge humiliation’: failed Russian putsch exposes deep flaws in Putin’s regime – FT
4. Prigozhin’s insurrection propels Putin’s reign into its final act – FT Opinion
5. Bundesbank may need recapitalisation to cover bond-buying losses – FT
6. A 2% Inflation Rate Target Still Sounds About Right – Tyler Cowen in Bloomberg Opinion
7. A larger war effort against Ukraine may threaten Russia’s economic stability – MarketWatch
8. Putin’s weaknesses laid bare after 24 hours of rebellion in Russia – CNBC

1. Treasury Dept & Fed have drained $150 bil liquidity since the debt ceiling deal – Markets Insider
2. Central banks’ battle with inflation enters new phase of ‘pain’ – FT
3. Bank of England’s credibility is still on the line – FT Opinion
4. The fading liquidity boom; one less thing supporting US stocks – FT Unhedged
5. Global Empty Office Buildings Have Become a Debt Time Bomb – Bloomberg

1. Bundesbank lessons for today’s central bankers – FT Opinion
2. BOE Steps Up Inflation Fight With Surprise Rate Hike to 5% – Bloomberg
3. Powell Says Higher Interest Rates Still Needed – Bloomberg
4. Treasury investors bet on US falling into recession – FT
5. Advisor Trade Group Asks SEC to Reconsider Bevy of Proposed Rules – Barron’s
6. Short Bets on US Stocks Hit $1 Trillion, Most Since April 2022 – Bloomberg
7. Americans’ buying power rose for first time since Mar 2021 amid falling inflation – CNBC
8. US Jobless Claims Hold at Highest Level Since October 2021 – Bloomberg
9. Swiss central bank calls for overhaul of banking regulations after Credit Suisse rescue – FT

1. This Goldilocks Economy Has an End Date – Bloomberg Opinion
2. Everything We Knew About the Global Economy Is No Longer True – NYT
3. Europe has fallen behind America and the gap is growing – FT Opinion
4. US Inflation’s Minsky Moment Will Last Even as Rates Stall – Ed Harrison in Bloomberg
5. China cuts benchmark lending rates as policy easing picks up – FT
6. US Housing Starts Surge Most Since 2016, Exceed All Estimates – Bloomberg
7. Wall Street Sours on America’s Downtowns – WSJ

1. US small-cap stock rally outpaces larger peers – FT
2. A $4.2 Trillion Options Event Looms for New Bull Market – Bloomberg
3. Why China’s economic recovery is hanging in the balance – FT
4. The Global Economy Looks Like It’s Out of Sync – WSJ
5. Commodity markets so far this year point to an economic recession – MarketWatch
6. Americans Are Still Splurging Even as Inflation Bites – Barron’s

1. Chinese economic data fuels gloom over recovery – FT
2. Jay Powell’s conversion – FT Unhedged
3. Kenya Is Poised to Become the ‘Singapore of Africa’ – Tyler Cowen in Bloomberg
4. ECB increases interest rates to highest level since 2001 – FT
5. Analyst Dick Bove Returns to Negative View on Bank Stocks – Bloomberg
6. China Plans New Spending Drive & Stimulus to Revive Economy – WSJ
7. Russia’s Big Economic Problem: Not Enough Workers – WSJ
8. The Fed Dilemma: Whether to Follow Its Actions or Its Words – Barron’s

1. Federal Reserve expected to pause aggressive rate rising campaign – FT
2. The Great Inflation Scare Reaches Its Final Phase – Authers in Bloomberg
3. Shoplifting Is Getting Worse. Retailers Are Fighting Back – Barron’s
4. Banks alarmed at threat of EU crackdown on cross-border access – FT
5. Inflation Is Biden’s Election Headwind – WSJ Opinion