1. Surging US inflation expectations defy Fed’s efforts – FT
2. Russia Faces ‘Reverse Industrialization’ in Sanction Squeeze – Bloomberg
3. Why Europe Is Having Such a Tough Time Giving Up Russian Energy – Barron’s
4. Fed fallout spreads as shift to raise US rates starts to jolt markets – FT

1. Historic sell-off lures bargain hunters to bond market – FT
2. Fed Risks Shattering Pro-Jobs Policy by Hammering Prices – Bloomberg
3. Hunger and Blackouts–Just the Start of Emerging Market Crises – Bloomberg
4. Real Yields on 10-Year Treasuries About to Turn Positive? Think Again – Barron’s

1. Fed tightening sends US ‘real yields’ to brink of positive territory – FT
2. IMF Cuts Growth Outlook on Russia Invasion, China Lockdowns – Bloomberg
3. Variation margin – Financial plumbing in commodities markets – Daniel Neilson *

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1. It’s time for a new Bretton Woods – FT
2. World Bank Cuts 2022 Global Growth Outlook – Bloomberg
3. Hot Economy, Rising Inflation; Unusual Problem for the Fed – WSJ
4. Bond Market’s Trouble Signal Has Turned Off, for Now – Barron’s

1. ECB sticks to plan for gradual tightening of monetary policy – FT
2. U.S. Mortgage Rates Hit 5% for First Time Since Early 2011 – Bloomberg
3. Markets Are Trading Like Inflation Has Peaked; Seems a Bit Premature – Barron’s
4. Can the Fed stamp out US inflation without causing a recession? – FT

1. Fed official: It’s ‘fantasy’ to think modest rate rises will tame inflation – FT
2. U.S. Producer Prices Jump 11.2% From a Year Ago, Most on Record – Bloomberg
3. This Isn’t Putin’s Inflation – WSJ
4. Moscow CEOs cannot ignore the costs of Putin’s war – FT Opinion
5. Stagflation Risk Has Investors Sinking Billions Into Hedges – Bloomberg
6. Fed’s Balance Sheet Run Off (Non-Bank Financial Institutions & Households) – FRBNY *

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1. US inflation hits 8.5% after surge in petrol and food prices – FT
2. Egypt’s Hunt for Wheat Gains Urgency as Stockpiles Shrink – Bloomberg
3. Chaotic Commodity Markets Spill Over Into Real World – WSJ
4. Sanctions bite Russia, hard – FT Unhedged

1. Inflation Hurts. Better Get Used to It – WSJ
2. 10-year Treasury yield tops 2.7% as traders await this week’s inflation data – MarketWatch
3. ‘Nowhere to hide’ for investors in market turbulence – FT
4. Fed is doing all it can to avoid “collateral damage” from raising interest rates – Bloomberg
5. China Inflation Rises as Lockdowns, Ukraine War Drive Up Prices – WSJ
6. Russia’s Economy Has Adjusted to Sanctions; What’s Next? – Barron’s

1. World food prices hit new record on impact from Ukraine war – FT
2. Economists Boost Inflation Expectations in Worrying Sign for Fed – Bloomberg
3. Inflation Tightens Race Between France’s Macron and Le Pen – WSJ
4. Investment implications of Russia-Ukraine War – Barron’s
5. Interest-Rate Surge Ripples Through US Economy – WSJ
6. Why the Fed’s Shrinking Balance Sheet Matters – El-Erian in Bloomberg
7. Russia-Ukraine Crisis – Could China Be a Lifeline for Russia’s Banks? – Maroon Macro *

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1. Financial warfare: will there be a backlash against the dollar? – FT
2. Dollar Rally Is Coming to an End, According to One Key Indicator – Bloomberg
3. Fed Signals Faster Pace of Rate Increases, Likely Bond Runoff – WSJ
4. Inflation Is Peaking; Doesn’t Mean Prices Are Going to Fall – Barron’s
5. Russia Sidesteps Sanctions to Supply Energy to Willing World – Bloomberg