Thursday’s links

  1. The US Jobs Market May Be Turning – Bloomberg
  2. Eurozone core inflation edges down ahead of crunch ECB decision – FT
  3. Fed’s Preferred Inflation Gauges Rise Modestly – Bloomberg
  4. Chairman unleashes biggest SEC regulatory blitz since financial crisis – FT
  5. US Jobs Market May Be Turning Weaker – Bloomberg
  6. Atlanta Fed’s Bostic says U.S. interest rates are high enough – CNBC
  7. Oil prices rise as bulls attempt to salvage monthly gain – MarketWatch
  8. The BRICS bank tries to get out from under the dollar – Daniel Neilson *

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Wednesday’s links

  1. EU imports record volumes of liquefied natural gas from Russia – FT
  2. Tiger Cubs’ Wrong-Way Bets Cut Flow of Fresh Cash to a Trickle – Bloomberg
  3. Russia still has options to sustain its creaking war economy – FT Opinion
  4. Stock Pickers Have No Chance Against Hard Math of the Market – Bloomberg BusinessWeek
  5. Inflation in Germany & Spain lifts investor bets on ECB rate rise – FT
  6. BMO Calls 10-Year Treasuries a ‘Screaming Buy’ as Fed Wins – Bloomberg
  7. Food insecurity from Russia/Ukraine war triggers unrest in vulnerable countries – CNBC
  8. The most important chart in the world – FT Alphaville *

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Tuesday’s links

  1. The five global economic shifts happening now – FT Opinion
  2. Why Tribalism Took Over Our Politics – WSJ
  3. Offshore Yuan Seen Tumbling to New Low in China Selloff – Bloomberg
  4. Eurozone money supply shrinks for first time in 13 years as lending slows – FT
  5. Banks Need More Capital, Not a New Rulebook – Bloomberg Opinion
  6. Can China arrest the renminbi’s slide? – FT
  7. Europe’s new banks struggle to grow up – FT
  8. Peak Tightening by Central Banks? – Bloomberg
  9. Goldman: Yen to Retreat to 1990 Levels If BOJ Stays Dovish – Bloomberg
  10. China’s Debt Problem Could Trigger a Financial Crisis – Barron’s

Thursday’s links

  1. Russia offers to swap frozen assets with the west – FT
  2. The Return of High Interest Rates – WSJ Opinion
  3. The BRICS and Their US Dollar Dilemma – Bloomberg
  4. Treasury Yields Keep Rising. Japan Is One Big Reason – Barron’s
  5. How the west should navigate a fast-changing world – FT Opinion
  6. Are hedge fund pioneers facing the end of a golden era? – FT
  7. US Shouldn’t Repeat China’s Economic Mistakes – Bloomberg Opinion
  8. Money & Public Debt: Treasury Market Liquidity As A Legal Phenomenon – Menand & Younger *

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Monday’s links

  1. Summers was Biden’s biggest inflation critic. Was he wrong? – WaPo
  2. Europe’s thriving businesses face mounting windfall tax hit – FT
  3. Fed Is Playing a Waiting Game to Try to Avoid a Recession – Bloomberg
  4. Big Banks Are Supposed to Fail Without Causing Panics – WSJ
  5. Rouble hits 16-month low as military spending rises and exports fall – FT
  6. China Hedge Funds in Crisis After Losses, US Investor Retreat – Bloomberg
  7. The Economic Losers in the New World Order – WSJ
  8. Recession worries are fading (maybe) – MarketWatch

Thursday’s links

  1. US inflation edges up to 3.2% in July – FT
  2. CPI Inflation Rate Below Views, Signaling Patient Fed – IBD
  3. Hints of a ‘Promising’ Upturn for US Productivity – Bloomberg
  4. New normal: higher food price volatility & unpredictability – NYT
  5. US Core CPI Posts Smallest Back-to-Back Increases in 2 Years – Bloomberg
  6. Europe Is Embarking on a Mining Renaissance – WSJ
  7. China’s International Economic Strategy: Swap Your Assets for Yuan – Barron’s
  8. Biden’s China strategy is not working – Economist
  9. Bubbles Grow, Bailouts Ensue: The Tale of the Fed & LTCM – Barron’s *

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Wednesday’s links

  1. Loan losses at US banks hit $19bn as borrowers feel rate rise pain – FT
  2. China Slides Into Deflation as Prices Drop – Bloomberg
  3. Lure of sovereign wealth fuels hedge fund rush to Dubai – FT
  4. Biden to Restrict Investments in China, Citing National Security Threats – NYT
  5. Charts show what has Moody’s worried about regional banks – CNBC
  6. Washington Stages a Peacetime Fiscal Blowout – WSJ Opinion
  7. Banks’ Problems Aren’t Over, According to the Bond Market – WSJ
  8. Fuel inflation ‘whack-a-mole’ may complicate Fed’s job – MarketWatch

Tuesday’s links

  1. The ‘Dukes of Hazzard’ landing – FT Alphaville
  2. US regional banks struggle to break free from govt support – FT
  3. Fed May Now Be at Point Where It Can Hold Steady – Bloomberg
  4. Geopolitical Climate Denialism – WSJ Opinion
  5. Global South Breaks Away From the US-Led World Order – Bloomberg
  6. Treasury yields slide on China growth fears – MarketWatch
  7. Global Money Pro On Saudi-Iran Deal: It’s ‘Mind-Blowing’ – Barron’s
  8. The new commodity superpowers – FT *

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Wednesday’s links

  1. Fitch’s US Credit Downgrade Sparks Criticism Along With Unease – Bloomberg
  2. Trump and American democracy’s time of trial – FT Opinion
  3. Fitch’s U.S. Credit Downgrade Looks Bad, But It’s Not a Disaster – Barron’s
  4. BofA Joins Fed in Reversing Recession Call Amid Growing Optimism – Bloomberg
  5. Earnings and the soft landing – FT Unhedged
  6. Oil prices suffer biggest one-day drop in over a month – MarketWatch
  7. America’s Fiscal Time Bomb Ticks Even Louder – WSJ

Tuesday’s links

  1. Eurozone economy returns to growth in second quarter as inflation falls – FT
  2. Traders Brace for $102 Billion Wave of Treasury Bond Sales – Bloomberg
  3. While Everyone Else Fights Inflation, China Deflation Fears Deepen – WSJ
  4. US stocks notch longest monthly winning streak in two years – FT
  5. Morgan Stanley Strategists Say US Stocks Are in a 2019-Like Rally – Bloomberg
  6. Banks making it tougher for consumers & companies to borrow money – MarketWatch
  7. How Hedge Fund Managers Are Using ChatGPT – Bloomberg
  8. UK’s Farage Shows What Happens When Good Banks Go Woke – WSJ Opinion
  9. Top stock pickers hit by ‘tremendous’ amount of uninvested cash – FT
  10. QT flows: Money funds have moved from repo deposits to T-bills – Daniel Neilson *

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