- Federal Reserve expected to pause aggressive rate rising campaign – FT
- The Great Inflation Scare Reaches Its Final Phase – Authers in Bloomberg
- Shoplifting Is Getting Worse. Retailers Are Fighting Back – Barron’s
- Banks alarmed at threat of EU crackdown on cross-border access – FT
- Inflation Is Biden’s Election Headwind – WSJ Opinion
Author: Bruce Winson
Tuesday’s links
- The age-old question: how do governments pay for wars? – FT
- US Inflation Slows, Giving Room for Fed to Pause Rate Hikes – Bloomberg
- The Case for an Inflation Cool-Down – WSJ
- US consumer prices rose in May at slowest rate since early 2021 – FT
- What Could Knock Stocks Back Into a Bear Market – Barron’s
- Treasury yields climb after CPI report shows slowing inflation – CNBC
- China Cuts Rates to Revive Economy; Could Put a Floor Under Stocks – Barron’s
- A (very short) history of global reserve currencies – Michael Pettis FT Alphaville *
* Also appears on the Recommended Articles tab
Friday’s links
- S&P 500 exits longest bear market since 1948; what next? – MarketWatch
- Traders raise bets on higher US interest rates – FT
- Stress at the edges (plus more on liquidity & hedging) – FT Unhedged
- Traders who missed rally put aside their qualms & dive in – Bloomberg
- JPM bond chief sees worrying echoes of 2008 in market calm – CNBC
- Democrats Push for Debt-Ceiling Overhaul Bill – WSJ
- Bonds Are Entering a New Era. How to Play It – Barron’s
Thursday’s links
- Will markets have a liquidity crunch? – FT Unhedged
- Don’t Fear the Bull Market. Why Stocks Are Headed Higher – Barron’s
- A $1 Trillion Borrowing Binge Looms After Debt Limit Standoff – NYT
- Eurozone Succumbs to Mildest of Recessions on Energy Shock – Bloomberg
- Eurozone economy shrinks for two consecutive quarters – FT
- Bonds Everywhere Suffer as Rate-Hike Fears Swamp Traders – Bloomberg
- Jobless claims increase more than expected to highest since Oct 2021 – CNBC
- Dalio Says US at Beginning of ‘Late, Big-Cycle Debt Crisis’ – Bloomberg
- Why U.S. stock-market was rattled by Bank of Canada’s rate hike – MarketWatch
- U.S. Has Every Reason It Needs to Drop Debt Ceiling – Brad Setser at CFR *
* Also appears on the Recommended Articles tab
Wednesday’s links
- US Treasury’s $1tn borrowing drive set to put banks under strain – FT
- Traders Leaning Toward Fed Hike by July as Bond Yields Climb – Bloomberg
- OECD chief economist calls for governments to cut fiscal support – FT
- What the debt ceiling debate missed – FT Opinion
- Deluge of Treasury bill issuance is coming – MarketWatch
- The myth of the ‘Asian century’ – FT Opinion
Tuesday’s links
- Don’t blame the west if the global south goes its own way – FT Opinion
- Bank Regulations Are Getting Tougher; Wall Street Not Surprised – Barron’s
- USD: will Fed follow suit after Australia’s surprise rate hike? – MarketWatch
- BRICS Raging Against US Dollar Is an Exercise in Futility – Bloomberg Opinion
- World Bank sees major economies growing at much slower pace – CNBC
- How America is reshaping the global economy – FT Opinion
- A $1.5 Trillion Backstop for Homebuyers Props Up Banks Instead – Bloomberg
- Shadow Banks Account for Half of the World’s Assets – Barron’s
- Back to 2019 – Fed Guy *
* Also appears on the Recommended Articles tab
Friday’s links
- Why America’s economic policy muddle matters – Adam Tooze in FT
- US Labor Market Sends Mixed Signals, Giving Fed Reason to Pause – Bloomberg
- UAE’s Record Gold Purchase from Russia could mean de-dollarization – TFI Global
- In desperate bid for cash, the Treasury is auctioning one-day bills – CNN
- Chinese Yuan could finally become a fierce competitor for the US dollar – Fortune
- BRICS ministers call for rebalancing of global order away from West – BBC
- Why private capital flows in the EU remain sluggish – FT Opinion
- US Labor Market Shows Resilience With Strong May Hiring – WSJ
Thursday’s links
- How the US is deepening military alliances in China’s backyard – FT
- Wall Street Banks Are Using AI to Rewire Finance – Bloomberg
- ADP: U.S. private sector has strong job growth in May – MarketWatch
- Eurozone inflation falls to lowest level since Russia invaded Ukraine – FT
- The Fed Needs to Push Interest Rates Higher – Bloomberg Opinion
- Measuring inflation can be tricky and quirky – CNBC
Wednesday’s links
- Loan market braced for rush to Libor finish line – FT
- Hedge Funds Are Deploying ChatGPT to Handle All the Grunt Work – Bloomberg
- Falling German and French inflation lifts hopes of an end to eurozone rate rises – FT
- Commodity Crash Signals Disinflation Is Taking Hold for Now – Bloomberg
- A default wave is building, says Deutsche Bank – MarketWatch
- Where Is the U.S. Economy Headed? Follow the Money – WSJ
- ‘Domestic Offshoring’ Sends Low-Wage Jobs Out of Key US Cities – Bloomberg
- US mortgage demand drops to the lowest level in three months – CNBC
- Layoff Fear Is Sweeping the Economy. There’s Still Hope – Barron’s
- US Treasury yields dip as traders await debt-ceiling vote in House – MarketWatch
- Home Prices Rose in March for Second Straight Month – WSJ
- Magical Monetary Thinking at the Fed Killed SVB – Kelton and Wray *
* Also appears on the Recommended Articles tab
Tuesday’s links
- A Big U.S. Oil Refinery Could Go Up After a 50-Year Wait – Barron’s
- Investors expect higher interest rates as inflation pressures mount – FT
- Food price inflation is proving stubbornly persistent – FT Opinion
- Scapegoating the Short-Sellers – WSJ Opinion
- High Inflation Isn’t Entirely the Fed’s Fault – Bloomberg Opinion
- Inflation in Spain falls more than expected to 2.9% – FT
- Insuring All Deposits Wouldn’t Make Banking Safer – Bloomberg Opinion
- World Economy Needs to Get Its Growth Back – WSJ Opinion
- Not Buying Central Banks’ Favorite Excuse – Project Syndicate *
- Account: monetary technologies #1 – Daniel Neilson *
* Also appears on the Recommended Articles tab