Thursday’s links

  1. The Stock Market Is Ignoring the Bond Market’s Recession Warning – Barron’s
  2. Fed Is Now Relying on a Miracle to Save the Economy – Bloomberg Opinion
  3. US stocks record first back-to-back monthly gains since 2021 – FT
  4. China’s Xi Urges Calming Crisis in Ukraine in crisis talks with EU – Bloomberg
  5. Emerging market stocks and bonds stage powerful rebound rally – FT
  6. Fed chairman Powell is no dove – FT Unhedged
  7. U.S. Economic Growth Slowed This Fall, Fed’s Beige Book Says – WSJ
  8. Yes, World War 3 has already started – Pippa Malmgren *

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Wednesday’s links

  1. A year of pain: investors struggle in a new era of higher rates – FT
  2. Stagflation Is Just What the Economy Needs – Bloomberg Opinion
  3. GDP Is Revised Higher; There’s No Recession Just Yet – Barron’s
  4. Eurozone Inflation Eased in November, but Further Rate Rises Likely – WSJ
  5. Inflation in Europe eases but still in painful double digits – AP News
  6. Along the curve: New York Fed’s securities lending facility – Daniel Neilson *
  7. All They Told You About Money Printing Is Really, Really Wrong – Macro Compass *

*  Also appears on the Recommended Articles tab