1. Rising Interest Rates Mean Deficits Finally Matter – WSJ
2. US jobs growth surges past expectations with 336,000 new posts – FT
3. R* Wars — A New Hope? – FT Alphaville
4. Bonds Are Still Living in Phillips Curve World. The Fed Isn’t – Bloomberg Opinion
5. Welcome Back, Bond Market – WSJ Opinion
6. The 5% Bond Market Means Pain Is Heading Everyone’s Way – Bloomberg
7. Monetarism Is Back. It May Not Last – WSJ
8. Fed will again have to slash rates to zero and relaunch QE – AEP Telegraph
9. The amazing ‘moneyness’ of Treasuries – FT Alphaville *

*  Also appears on the Recommended Articles tab

1. Why a US Recession Is Still Likely — and Coming Soon – Bloomberg
2. World Bank: Asia faces one of worst economic outlooks in half a century – FT
3. US Treasury yields hit 16-year high as bond rout resumes – FT
4. Once Unthinkable Bond Yields Now the New Normal – Bloomberg
5. A New Interest-Rate Regime Has Begun – WSJ
6. Home Prices in Canada Are Too Rich for Higher Rates – Bloomberg
7. Geopolitics Is Wreaking Havoc on the Oil Market – Barron’s