1. USA is toppling the EU from its regulatory throne – FT
2. US Banks Finally Being Forced to Raise Rates on Deposits – Bloomberg
3. Market rally can keep going, says Morgan Stanley strategist – MarketWatch
4. Lagarde: ECB must do more to tackle inflation ‘monster’ – FT
5. Fed’s Rate Moves Put Manufacturing Sector at Risk – WSJ

1. Inflation data pushes US borrowing costs to 2007 levels – FT
2. January’s Economy Probably Was Too Good to Be True – Barron’s
3. Fed Says More Rate Hikes Are Needed to Curb Inflation – Bloomberg
4. 10-year Treasury yield back above 4% on economic resilience – MarketWatch
5. Central banks need to show a bit more imagination – FT Opinion
6. A ‘perfect storm’ of recession, debt, and out-of-control inflation is coming – Nouriel Roubini

1. Eurozone inflation exceeds expectations at 8.5% – FT
2. What Now for a Fed That Has Fallen Behind the Curve Again? – El-Erian in Bloomberg
3. Global Companies Finding It Hard to Leave Russia – WSJ
4. Why own stocks? – FT Unhedged
5. Euro-Zone Inflation Barely Slows – Bloomberg

1. Bundesbank warns of losses from bond purchases – FT
2. M2 Money Supply Just Dropped the Most Ever – Barron’s
3. Cash Is Paying More Than Traditional Stock-Bond Portfolio – Bloomberg
4. Rates Likely Headed Higher for Longer —Here and Everywhere – Barron’s
5. Bank of Japan finally corners 10-year JGB market – FT Alphaville

1. Markets fear ECB rate increases as inflation spikes in France & Spain – FT
2. Powell’s Debt-Limit Alarm Echoes Stealth Lobbying Effort in 2011 – Bloomberg
3. Russia Turns to China’s Yuan in Effort to Ditch US Dollar – WSJ
4. Traders Appear To Be Piling Up Short Bets on Stocks – Bloomberg
5. Inflation will remain high in volatile markets, warns hedge fund chief – FT
6. US 10-year Treasury yield hits highest level since November – CNBC
7. The Golden Age of Fraud in Finance – Jim Chanos in INET *
8. Money Doesn’t Make America’s Economy Go Around – Bill Dudley via Bloomberg Opinion *

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1. It is time for the US to upgrade its fight against inflation – El-Erian in FT
2. Hopes for Lower Interest Rates Fade as Inflation Doesn’t Fall – Barron’s
3. Sliding Toward a New Cold War – New Yorker
4. Morgan Stanley: March Will Bring Bear-Market Risks for US Stocks – Bloomberg
5. How Switzerland avoided high inflation – CNBC
6. Yes, the Global Order Is Unraveling. Just Not Today – Barron’s
7. The Man Who Helped Make the Dollar the World’s Currency – INET *

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1. China calls for ceasefire & negotiations in Ukraine – FT
2. World’s Most Painful Trade Is Finally Ending as Dollar Peaks – Bloomberg
3. Signals Pointing to a Major Stock-Market Recovery – Barron’s
4. ‘Canadian Buffett’: tech stocks more overvalued now than during dot-com bubble – MarketWatch
5. Recession fears return after German economy shrank 0.4% in 4Q22 – FT
6. US Inflation Comes in Higher in Troubling Sign for Fed – Barron’s

1. We’re not nearly there yet – FT Unhedged
2. U.S. Debt Is Over $30 Trillion. Who’s on the Other Side of Those Liabilities? – Barron’s
3. The Fed’s magical disappearing act (QT vs QE) – Economist
4. Russian Oil Is Still Flowing, Just Like the West Wants – WSJ
5. Russia’s War Brings Commodities Scare, but No Squeeze (Yet) – Barron’s
6. The other source of US strength – FT Unhedged
7. Powell’s Worst Fear Could Come True in Southern Job Market – Bloomberg
8. The real impact of Russia’s invasion of Ukraine on commodities – MarketWatch
9. Macro-financial effects of int’l bank lending on emerging markets – JIE *

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1. QE has become ‘Hotel California’ for central banks – FT Opinion
2. Gas Prices Poised to Rise Again as Sanctions on Russia Take Effect – WSJ
3. Putin Says Russia, China Reach ‘New Milestones’ on Cooperation – Bloomberg
4. Investors increase bets on ECB lifting rates to all-time high – FT
5. This Bear Market (Probably) Isn’t Over Yet – WSJ

1. There is no quick path to peace in Ukraine – FT Opinion
2. Russia Is Losing in Ukraine. So Is China – Bloomberg Opinion
3. Investors Worry Hot Economy Will Put Fed on More Aggressive Path – WSJ
4. JPMorgan Strategists Say Stock Rally Will Fade – Bloomberg
5. Eurozone business activity rebounds much faster than expected – FT
6. Morgan Stanley Says S&P 500 Could Drop 26% in Months – Bloomberg
7. Landings, Soft and Hard: Federal Reserve, 1965–2022 – Alan Blinder in JEP *

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