- Inflation-Obsessed Investors Can’t Get Enough of Commodities – Bloomberg
- U.S. Stocks Flat After S&P 500 Enters Correction – WSJ
- As inflation rises, the monetarist dog is having its day – FT
- Likely cost of suppressing inflation: reduction in Fed balance sheet; recession – FT Opinion
- Understanding modern money: monetary tail wagging the real economy dog – Carolyn Sissoko (also on Recommended Articles tab)
Category: News links
Tuesday’s links
- Oil moves closer to $100 a barrel as Putin puts Russia on war footing – FT
- Monetary Options Narrow as Ukraine Tensions Rise – El-Erian in Bloomberg
- Russian Escalation in Ukraine Raises Global Economic Risks – WSJ
- The West’s Delusion of Energy Independence – NY Times
- Bond Traders’ U.S. Inflation Outlook Hits Record as Oil Rallies – Bloomberg
Friday’s links
- The 2% Inflation Target Should Be Consigned to History – Bloomberg Opinion
- Biden Shifts Inflation Message – WSJ
- A third option in the inflation debate – FT Unhedged
- Gold touches $1,900 for the first time since June on Russia-Ukraine tensions – Morningstar
- Fed should raise interest rates ‘steadily’ from March, says John Williams – FT
Thursday’s links
Wednesday’s links
- Top finance watchdog urges west to ‘think twice’ about Russia sanctions – FT
- U.S. Retail Sales Rise Most in 10 Months – Bloomberg
- U.K. Inflation Leaves Central Bank Caught Between Growth and Rising Prices – WSJ
- Inflation Is Surging, Consider These Portfolio Changes – Barron’s
- Fed Eyes Potential for Faster Rate Increases to Ease Inflation – WSJ
Tuesday’s links
- US producer prices accelerate in another sign of inflation dangers – FT
- Another U.K. Inflation Shock Will Likely Embolden BOE Rate Hawks – Bloomberg
- The Fed Was Slow to Address Inflation. Can Powell Catch Up? – WSJ
- 10-year Treasury yield pushes back above 2% as Ukraine worries ebb, U.S. wholesale prices surge – MarketWatch
Monday’s links
- $100 Oil Adds To World Economy’s Inflation Shock – Bloomberg
- What the Fed might think about QT – FT Unhedged
- Fed Should Weigh Asset Sales to Curb Inflation – WSJ
- Russia-Ukraine Tensions May Help the Fed Engineer a Soft Landing – Barron’s
- Bond market signals concern Fed’s bid to cool inflation will backfire – FT
Friday’s links
- ‘Inflation is up, it matters’: high prices plague Biden’s presidency – FT
- Fed Doesn’t Yet Favor a Half-Point Hike or an Emergency Move – Bloomberg
- The Trouble With a Stock-Market Bubble – WSJ
- Rapid Inflation Stokes Unease From Wall Street to Washington – NYT
- Mortgage Rates Jump Again. Their Rise Isn’t Over – Barron’s
Thursday’s links
- US inflation surges to 7.5% in fastest annual rise in 40 years – FT
- Inflation Hot Spots: Prices Surge 9% in U.S. Mountain States – Bloomberg
- Treasury Yields Hit 2% After Inflation Data – WSJ
- Rising Yields Are Making Treasuries More Popular – Barron’s
- Inflation in Europe is expected to peak early this year – NYT
- Have Bond Investors Gone Completely Insane? – Bloomberg Opinion
Tuesday’s links
- Government bonds drop as traders contemplate central bank direction – FT
- Investors Hedging This Much Usually Precedes U.S. Stock Gains – Bloomberg
- The Folly of ‘Modern Supply-Side’ Economics – WSJ Opinion
- The message from rising real rates – FT Unhedged
- The Origins and Evolution of the Modern Monetary System – Maroon Macro (also on Recommended Articles tab)