1. Bond Traders Ring Recession Alarm on Imminent Curve Inversion – Bloomberg
2. Investors bet on higher long-term US inflation – FT
3. U.S. Inflation Data to Capture Prewar Prices, Rather Than Peak – Bloomberg
4. Will Inflation Stay High for Decades? One Influential Economist Says Yes – WSJ
5. European Industry Starts Shutting Down as Energy Prices Soar – Bloomberg

1. US to ban imports of Russian oil – FT
2. How Everything Became a Risk – Bloomberg
3. Banks in Europe Take Brunt of Market Selloff – WSJ
4. China’s Currency Could Be Big Winner in the Russia-Ukraine War – Barron’s
5. Pozsar on the Great Commodities Collateral Crunch – Bloomberg Odd Lots *
6. Monetary policy in a disorganized economy – Daniel Neilson *

*  Also available on the Recommended Articles tab

1. Energy prices surge and shares fall as US discusses Russia oil ban – FT
2. Cracks Are Showing in Consumers’ Tolerance for Inflation – Bloomberg
3. Will Inflation Fall? Any Pullback Depends on These Sectors – WSJ
4. Germany Opposes Cutting ‘Essential’ Russian Energy – Bloomberg
5. U.S. Treasurys Regain Favor – WSJ
6. Weighing Up Risks of Stagflation and Armageddon – Authers in Bloomberg

1. The west’s hybrid war on Russia – FT
2. Wheat prices hit fresh highs as war halts exports from Ukraine and Russia – FT
3. JPMorgan Warns Russia Faces 1998-Like Collapse – Bloomberg
4. US February Hiring Strongest Since Summer; Unemployment Falls to Pandemic Low – WSJ
5. Russia Is Now Uninvestible – Barron’s
6. War in the monetary system – Daniel Neilson (also on Recommended Articles tab)

1. Russia prepares to endure pain of sanctions – FT
2. Dethroning King Dollar Won’t Be an Easy Feat – Bloomberg
3. Sanctions unlikely to deter Russian aggression in Ukraine – WSJ
4. Commodity prices soar to highest level since 2008 over Russia supply fears – FT
5. Scale of sanctions on Russia worry some in the West – Washington Post

1. How the Russia-Ukraine War Threatens the Dollar’s Dominance – Pozsar on Odd Lots
2. Oil soars to $113 as European energy groups shun Russian crude – FT
3. Bank of Canada Raises Policy Rate to 0.5% – Bloomberg
4. Major Western Companies Retreat From Russia – WSJ
5. Economic dangers from Russia’s invasion ripple across globe – AP
6. The balance sheet of the Central Bank of Russia – Daniel Neilson (also on Recommended Articles tab)

1. Russia Invasion Divides Traders on Stagflation, Reflation Bets – Bloomberg
2. SWIFT Isn’t ‘Nuclear Option’ For Russia; Eurodollar Not Dollar – Snider in Alhambra
3. Investors bet Ukraine crisis will slow pace of ECB and Fed tightening – FT
4. The Economic Price of Putin’s Invasion – WSJ Opinion
5. Watch European Bonds for Signs of a Global Collateral Squeeze – Bloomberg

1. How central bank sanctions could hobble Russia – FT
2. Wielding SWIFT Against Russia Is a Big Risk – Bloomberg Opinion
3. Russia’s Ruble, Financial Markets Hammered by Sanctions – WSJ
4. Russian-listed stocks tumble in London, while BP plunges on Rosneft exit – MarketWatch
5. Russia’s central bank cut off from US dollar transactions – CNN

1. Western sanctions disrupt traders’ ability to buy and sell Russian assets – FT
2. Markets Are Saying Putin Will Get What He Wants – Authers in Bloomberg
3. Ukraine Invasion Chokes Food Exports From Global Breadbasket – WSJ
4. Ukraine’s Crisis Will Not Stay in Ukraine – Bloomberg Opinion
5. Pozsar Says $300 Billion Russia Cash Pile Can Roil Money Markets – Bloomberg

1. Russia’s Strike Changes Not Just Ukraine but the World – WSJ
2. Oil bursts above $105 and European gas prices soar after Russia attack on Ukraine – FT
3. Fertilizer Shortages Due to Russia-Ukraine Tension – Bloomberg
4. Can the Fed Fight Inflation and Avoid Recession? – Barron’s
5. Putin’s war will shake the world – FT