Month: September 2023

Monday’s links

  1. China lifts temporary curbs on gold imports as renminbi recovers – FT
  2. Why a Soft Landing Could Prove Elusive – WSJ
  3. Americans Can Barely Afford Homes — That’s a Problem for Biden – Bloomberg
  4. Powell could still hammer U.S. stocks even without hiking rates – MarketWatch
  5. The real reasons for the west’s protectionism – FT Opinion
  6. Hedge fund bets could spark turmoil in US Treasuries, BIS warns – FT
  7. Liquidity Event – Fed Guy *

Friday’s links

  1. Will higher interest rates leave economic scars? – FT Opinion
  2. China’s Property Market Crisis Is Trouble for the Whole World – Bloomberg
  3. Why oil is back to $90 a barrel – FT
  4. Fed Seen Signaling One More Hike and Pushing Out 2024 Rate Cuts – Bloomberg
  5. Banks brace for California law mandating emissions disclosure – FT
  6. Flawed US Home-Loan System Neglects the Buyers Who Need It Most – Bloomberg
  7. China May Dodge Deflation, After All – WSJ
  8. Rising Rates Make Big Companies Even Richer – WSJ
  9. Vietnam’s Economy Is on Fire; Why Its Stocks Aren’t – Barron’s
  10. U.S. economy trending in Fed’s direction, expect Powell to tread carefully – MarketWatch

Thursday’s links

  1. An interventionist SEC risks a courtroom backlash – FT Opinion
  2. U.S. crude oil prices top $90/bbl for the first time since Nov 2022 – CNBC
  3. ECB raises interest rates to all-time high – FT
  4. PPI shows wholesale inflation posts largest increase in 14 months – MarketWatch
  5. A whiff of bad inflation news – FT Unhedged
  6. American entrepreneurship is on the rise – Washington Post
  7. ECB Hasn’t Read the Stagflation Memo – Bloomberg Opinion

Wednesday’s links

  1. China’s demand dilemma could spell trouble for the world – FT Opinion
  2. Fed Set to Double Its Economic Growth Forecast After Strong US Data – Bloomberg
  3. Real-Estate Doom Loop Threatens America’s Banks – WSJ
  4. Soaring US Dollar Raises Alarm as China, Japan Escalate FX Pushback – Bloomberg
  5. Saudi Production Cuts Send World Diesel Prices Soaring – WSJ
  6. Erdoğan abandons cheap money to counter Turkey’s soaring inflation – FT
  7. Interest rate rises heap pressure on hedge funds to perform – FT