1. US inflation rate exceeds forecast – FT
2. Ukraine’s Army Is Winning But Its Economy Is Losing – Bloomberg Opinion
3. Asset managers are ‘super bearish’ , Bank of America says – MarketWatch
4. The Global Economy Has Become a Battlefield – WSJ Opinion
5. Inflation rose in August even with sharp drop in gas prices – CNBC
6. U.S. Banks Lost a Record $370 Billion in Deposits Last Quarter – WSJ

1. The Ukraine war has reached a turning point – FT Opinion
2. Depleting Reserves Spell Risks for Emerging Asian Currencies – Bloomberg
3. Why Is the USD So Strong? American Innovation – WSJ
4. Former Insider Predicts Ugly Times Ahead As Fed Shrinks Its Balance Sheet – Barron’s
5. Fed governor backs ‘significant increase’ in benchmark rate – FT
6. Vanishing Bond Market Liquidity Bad for Fed Balance Sheet Unwind – Bloomberg

1. The bad news for the UK pound is not all in the price – FT
2. Surging Dollar Is a Mixed Blessing for the US – El-Erian in Bloomberg
3. Stocks Could Have a Messy Fall – Barron’s
4. Windfall Profit Taxes are Pure Economic Populism – Bloomberg Opinion
5. Russia’s Nord Stream Closure Is Economic Blow Against Europe – WSJ
6. Why the Yen Is So Weak and What That Means for Japan – Bloomberg
7. Will the ECB deliver a historic rate rise? – FT
8. Central banks: a void at the center – Daniel Neilson *

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1. Eurozone recession fears grow as business activity declines – FT
2. Belgian PM Warns of 10 ‘Difficult’ Winters for Europe – Bloomberg
3. Endless Demand Spurs U.S. Natural-Gas Prices to Shale-Era Highs – WSJ
4. Investors Want Clarity from the Fed – Barron’s
5. Global Economies Flash Warning of Sharp Slowdown – WSJ
6. Germany & France driving eurozone into recession, economists warn – Telegraph
7. Bank of Japan: Three ways to draw balance sheets – Daniel Neilson *

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1. UK inflation to hit 18.6% next year according to Citi – FT
2. Bond Investors Say Era of Low Inflation Is Gone for Good – Bloomberg
3. Shrinking Deficits Cushion Fed’s Retreat From Markets – WSJ
4. Recession Is Already Here for Many Small Businesses – Barron’s
5. Fed Eyes Bank Reserve Risks That Triggered End to QT Last Time – Bloomberg

1. Why central banks are baffling investors – FT
2. Chile on Brink of Recession Amid Rampant Inflation – Bloomberg
3. Fed cautious about the pace of future rate increases – WSJ
4. War and the Economy: History’s Surprising Lessons – Barron’s
5. Fed sees rate hikes continuing until inflation eases substantially – CNBC
6. Wall Street Bets Fed Is Bluffing in High-Stakes Inflation Game – WSJ

1. Wall Street’s original ‘Dr Doom’ tells Fed to toughen up – FT
2. Treasury Yields Heading to 2% in Outlier View on Recession Risk – Bloomberg
3. Inflation in Britain Jumps to 10.1%, Pushed Higher by Food Prices – NYT
4. The New 1% Tax on Stock Buybacks Is Just the Start – Bloomberg Opinion
5. Inflation angst resurfaces – Reuters

1. Gas markets leap as traders seek supplies – FT
2. America’s $7 Trillion Retirement Crisis Getting Worse – Bloomberg
3. German recession fears deepen as economy is hit by ‘perfect storm’ – FT
4. Oil Prices Are Down, but the Natural-Gas Rally Is Going Strong – Barron’s
5. Fed’s Past Crises Hold Secrets to Tackling Future Recessions – Bloomberg
6. Fed faces balance sheet dilemma as U.S. economy slows – Reuters

1. Yuan, Rupee, Lira May Replace Dollar, Euro in Russia Wealth Fund – Bloomberg
2. Labor Shortage Is Vexing Challenge for U.S. Economy – WSJ
3. Fed might be at ‘neutral’ already on monetary policy – FT
4. Inflation Is Sticky, Structural, and Hard to Solve – Barron’s
5. The other reason why food prices are rising – CNBC
6. The Marginal Buyer (Treasury Buybacks) – Fed Guy *

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1. Commodity prices unsustainably low, warns Goldman – MarketWatch
2. PIMCO CIO Ivascyn on the State of the Markets – Bloomberg Odd Lots
3. Biden’s Agenda Doesn’t Give Priority to Inflation, Despite Rhetoric – WSJ
4. Fed may have retired ‘transitory’ too soon to describe inflation – Insana CNBC
5. Inflation Is Sticky, Structural and Hard to Solve – Barron’s