1. What just happened? – FT Unhedged
2. Powell’s Job Market Theory Is Proving Faulty – Bloomberg Opinion
3. Inflation Is Eclipsing Historically High Wage Gains – WSJ

1. The Fed has no plan – FT Unhedged
2. Central Bankers Are Handcuffed by Old Narratives – Bloomberg Opinion
3. Wall Street Fears a Recession – Barron’s
4. Treasury yields from 7 to 30 years out rise to 3% or higher – MarketWatch
5. Bank of England warns of UK recession as it lifts interest rate – FT

1. Fed expected to deploy first half-point interest rate rise since 2000 – FT
2. U.S. East Coast Diesel Supply Is Running on Fumes – Bloomberg Opinion
3. Brussels proposes EU import ban on all Russian oil – FT
4. Stocks and Bonds Are Falling in Lockstep at Pace Unseen in Decades – WSJ
5. Stocks and Bonds Are Both Down Because of the Fed – Barron’s

1. How the Fed lost the plot – FT Opinion
2. Hot Housing Market Makes the Fed’s Inflation-Fighting Job Even Tougher – Bloomberg
3. The next debt crisis is hiding in plain sight – MarketWatch Opinion
4. Fed reaches for its ‘hatchet’ to attack galloping inflation – FT

1. The global stagflation shock of 2022: How bad could it get? – FT
2. End of Easy Money Brings a $410 Billion Global Financial Shock – Bloomberg
3. Fed Prepares Double-Barreled Tightening With Bond Runoff – WSJ
4. There Will Be No Soft Landing; a Recession Is Inevitable – Barron’s
5. Treasury 30-Year Yield Climbs Past 3% Ahead of Fed Rate Decision – Bloomberg

1. Rumors of Stagflation in US First Quarter GDP – WSJ
2. There Will Be No Soft Landing – Barron’s
3. Russia Uses Domestic USD Stash to Avoid Defaulting – Bloomberg
4. Fed’s balance sheet is normal and political – FT Opinion

1. Sweden’s Riksbank raises rates in policy U-turn – FT
2. U.S. economy shrank for the first time since 2020 – Bloomberg
3. Yen Hits New 20-Year Low – WSJ
4. Food Prices Keep Climbing – Barron’s
5. Rising yields making Treasuries increasingly attractive – Bloomberg BusinessWeek
6. Draining the RRP – Fed Guy *

*  Also available on the Recommended Articles tab

1. Four European Gas Buyers Made Ruble Payments to Russia – Bloomberg
2. Soaring dollar pushes euro to five-year low – FT
3. New Era of Supply Shocks and Inflation – WSJ
4. Exodus From Bond Funds Is Creating Bargains – Barron’s

1. Ukraine Latest: EU Gas Prices Soar as Poland Braces for Flow Cut – Bloomberg
2. War in Ukraine is causing a many-sided economic shock – FT
3. China’s Lockdowns Pose Problems for the Global Economy – Barron’s
4. How to avoid a recession – FT Unhedged

1. Investors brace for the Fed’s slowdown – FT Unhedged
2. Fed Is Losing Control Over the Inflation Narrative – Bloomberg
3. Fed’s Ability to Communicate Getting Harder Than Ever – Barron’s
4. Global stocks drop on inflation worries – FT