1. Eurozone central banks face credibility test on losses – FT Opinion
2. US Stocks Are Beating Everyone Else Once Again – Authers in Bloomberg
3. Why take risk in fixed income? – FT Unhedged
4. Fed Hawks See Possible Case for Returning to Larger Rate Hikes – Bloomberg
5. Investing tide is shifting back towards active strategies – FT Opinion
6. Inflation will be harder to bring down than markets think – Economist

1. Investors revise bets on US interest rates in face of stubborn inflation – FT
2. US Rates May Be Heading Higher Than Wall Street or the Fed Think – Bloomberg
3. The Economy Might Not Crash After All – Barron’s
4. U.K. Inflation Cools but Wage Increases Persist – WSJ
5. BoJ YCC > Fed QT – FT Alphaville

1. U.S. Retail Sales Rebounded Sharply in January – WSJ
2. Investors should not expect much relief from volatility – FT
3. Fed Officials Float Even Higher Rates After Brisk Inflation Data – Bloomberg
4. The 6-Month T-Bill Breaches 5%, Highest Since 2007 – Barron’s
5. What Is Pushing the National Debt to Its Limit? – WSJ
6. Huge, Uncharted Experiment on the U.S. Economy – NYT Opinion

1. US Inflation Stays Elevated, Adding Pressure for More Fed Hikes – Bloomberg
2. US inflation cools slightly in January (6.4% vs 6.5% in December) – FT
3. The Fed’s Extreme Data Dependence Is a Risky Strategy – Barron’s
4. Investors Pour Into Chinese Stock Funds in Reopening Bet – WSJ
5. Markets Are Expecting a Miracle – Barron’s
6. Moscow’s decades-old gas ties with Europe lie in ruins – Reuters

1. Investors bet rates will stay higher for longer – FT
2. US Bond Market Awaits the Latest CPI Report Tuesday – Barron’s
3. Inflation Is Falling, But Where Will It Eventually End Up? – WSJ
4. Morgan Stanley Strategists Warn Stocks Ignoring Reality – Bloomberg
5. How quickly is US inflation receding? – FT
6. Junk-Loan Market Shrugs Off Economic Worries – WSJ

1. Russia’s Central Bank May Raise Rates if War Fuels Inflation – WSJ
2. The Recession Has Gone Missing – Barron’s Opinion
3. Russia Retaliates for Sanctions With Oil Output Cut – Bloomberg
4. U.S. Government Borrowing Costs Rise on Debt Ceiling Debate – WSJ
5. U.K. Narrowly Avoids Recession; Economy Remains Weak – Barron’s
6. Fed officials on board with more modest pace of rate hikes – Reuters

1. German inflation hits five-month low (sic) of 9.2% – FT
2. US Jobless Claims Pick Up for the First Time in Six Weeks – Bloomberg
3. Fed Now Has a Good Chance at a Soft Economic Landing – WSJ Opinion
4. In defence of diversification – FT Unhedged
5. Powell Braces for Longer Inflation Fight Amid Hiring Surge – WSJ
6. Biden Is Not Backing Off His Big-Government Agenda – NY Times

1. Wall Street finds it easier to raise money despite rising interest rates – FT
2. BP’s Big Shift Could Signal a New Energy Boom – Barron’s
3. Fed chair warns of even higher rates if jobs data stays strong – FT
4. Phantom’s High Ticket Prices, Federal Reserve, & Inflation – Barron’s
5. Lessons from the great reflation – Martin Wolf via FT Opinion
6. Euro Extends Decline Against G-10 Currencies – Bloomberg
7. The Silent Monetary Revolution (LIBOR to SOFR) – Concoda *

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1. Central banks are not here to make profits – FT Opinion
2. Liz Truss Might Have the Last Laugh Yet – Bloomberg Opinion
3. Biden plans billionaire tax & quadrupling levy on share buybacks – FT
4. When Financial Bubbles Are Hard to Pop – Bloomberg BusinessWeek
5. How Moscow bought a new sphere of influence in Africa – FT
6. Understanding the “Inconvenience” of U.S. Treasury Bonds – NY Fed *

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1. The Fed Has ‘More Work to Do’ on Inflation – WSJ Opinion
2. What Does an Endgame Look Like in Ukraine – Bloomberg Opinion
3. The paradox of financial conditions – El-Erian in FT Opinion
4. Banks Borrow Unsecured Cash at Record Clip As Deposits Flee – WSJ
5. Investors pile into market rally as economic slowdown risk ebbs – FT