- Bond Traders Dismiss Stock-Market Rally as Misguided Euphoria – Bloomberg
- Inflation’s decline will not be as dramatic as its rise – FT Opinion
- OPEC Cuts Oil-Demand Forecasts as Economic Growth Slows – WSJ
- Wholesale inflation fell 0.5% in July, in sign price increases are slowing – CNBC
- Bursting Chinese Housing Bubble Compounds Beijing’s Economic Woes – WSJ
Category: News links
Wednesday’s links
- US inflation eased slightly in July on lower petrol prices – FT
- In the Energy Markets, Putin Is Winning the War – Javier Blas in Bloomberg
- A High-Pressure Economy Could Reshape Work – Barron’s
- Global supply chain pressures are easing — for now – FT
- Historic Drought Threatens to Cripple European Trade – Bloomberg
Tuesday’s links
- Too early to declare risk of US recession is over – El-Erian in FT
- Wall Street Sees Fed Bond-Runoff End Sooner – Bloomberg
- Rapid Wage Growth Keeps Pressure on U.S. Inflation – WSJ
- Analyst recommendations back to peak bullishness – Citi via MarketWatch
- Food prices fell sharply in July — but respite may not last – CNBC
Monday’s links
- Bank of England accused of failures on shadow banking – FT
- How We Get From ‘Great Resignation’ to Rate Hikes – Authers in Bloomberg
- Investors wrestling with ‘boomflation’ after hot July jobs report – MarketWatch
- Inflation Expectations Decline Across Time Horizons – NY Fed
- USD extends gains against yen as big Fed hike bets ramp up – CNBC
- Why Europe is suffering a worse inflation crisis than Britain – Telegraph
Thursday’s links
- Time to tackle the UK’s quantitative easing problem – FT
- Strategists Say Stocks Rally Set to Fade – Bloomberg
- BOE Makes Biggest Rate Rise Since 1995 as UK Inflation Soars – WSJ
- US Mortgage Rates Fall Below 5%–Lowest Level Since April – Barron’s
- Winter in Europe May Be Springtime for Putin – WSJ Opinion
- Treasury Curve Inversion Deepens; Yields Jump Then Plunge – Bloomberg via Yahoo
Wednesday’s links
- What market optimism misses – FT Unhedged
- Regional differences in American inflation hit a 40-year high – Economist
- Lessons From the Great Inflation of 1973-81 – WSJ Opinion
- Volatility Measure Hits Three-Year Low Despite Market Tumult – WSJ
- Stock Investors Better Hope a Recession Has Started – Bloomberg Opinion
- Zoltan Pozsar: ‘Welcome To The War Economy’ – Heisenberg Report *
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Monday’s links
- Germany Has Three Months to Save Itself From a Winter Gas Crisis – Bloomberg
- How bad will the global food crisis get? – FT
- Reading the rally – FT Unhedged
- West eases efforts to restrict Russian oil trading – FT
- Why Bets on a Dovish Fed Pivot Are Premature – Barron’s
- Falling Food Prices Ease Upward Pressure on Global Inflation – WSJ
Friday’s links
Thursday’s links
Wednesday’s links
- A Fed-induced recession is a medicine worse than the disease – FT Opinion
- Why the Fed Should Keep an Open Mind – Bloomberg Opinion
- US warns of surge in fuel costs & renews push for Russian oil price cap – FT
- U.S., Europe Dig In for Long Economic Standoff With Russia – WSJ
- Natural-Gas Prices Soar to 14-Year High – Barron’s
- How bad will the global food crisis get? – FT
- The Money Still Flows – Fed Guy *
* Also appears on the Recommended Articles tab