- Elevated Bond Yields Approach Key Milestone – WSJ
- Market swings leave high-profile stockpickers wrongfooted – FT
- Treasuries Join World Bond Rout on Prospect of Super-Sized Hikes – Bloomberg
- Data can be wrong, too – FT Unhedged
- Quantitative hikes – Fed Guy (also on Recommended Articles tab)
Category: News links
Friday’s links
- Global bonds knocked as traders brace for central bank tightening – FT
- Flatter U.S. Yield Curve Dominates Emerging-Markets – Bloomberg
- Bond Yields Surge in Europe as Old Jitters Return – WSJ
- Repo Man – Daniel Neilson (also on Recommended Articles tab)
Thursday’s links
Tuesday’s links
- US options trading heats up even as speculative stock rally cools – FT
- The Fed Knows What It Needs to Do. Now Comes the Tricky Part – Bloomberg Opinion
- Bond Market Hints at Calm After Disruptive Selloff – WSJ
- The Simple Reason Why So Many Can’t Afford Housing – Barron’s
- Mechanics of quantitative tightening – Daniel Neilson (also on Recommended Articles tab)
Monday’s links
- Housing Is the Fed’s Frankenstein, and It Won’t Be Easily Tamed – Barron’s
- Army of Faceless Suits Is Taking Over the $4 Trillion Hedge Fund World – Bloomberg
- World’s largest wealth fund warns ‘permanent’ inflation will hit returns – FT
- Treasury yields edge higher, with 10-year around 1.8% – MarketWatch
- Powell Is Leaving Markets Dazed and Confused – Authers in Bloomberg
- Inflation and Deficits Don’t Dim the Appeal of U.S. Bonds – NYT
Friday’s links
Thursday’s links
- The old inflation playbook no longer applies – FT Opinion
- US GDP expanded at 6.9% pace during Q4 2020 – Bloomberg
- Oil Prices Could Reach $100 This Year – Barron’s
- How Germany went from Europe’s economic locomotive to its laggard – FT
- Does the Federal Reserve’s Quantitative Easing Really “Print Money”? – Maroon Macro (also on Recommended Articles tab)
Wednesday’s links
- The Fed’s fears are not those of the market – FT Opinion
- A Guide to the Fed Meeting as It Seeks to Tame Inflation – Bloomberg
- Market Turmoil Is Ultimate Test of What’s Real and What’s Not – Bloomberg BusinessWeek
- Fed expected to stay on course for first rate rise in March – FT
- Fed Likely to Use Job View in FOMC Statement to Tee Up March Rate Hike – WSJ
Tuesday’s links
- The storm at the centre of the calm – FT Unhedged
- ‘Fed Put’ Looks Elusive to Money Market – Bloomberg
- The Real Secret of Central Banking: There Are No Maestros – Barron’s
- What on earth happened on Monday? – FT
- Stocks Zigzag, High-Yield Bonds Calm, Reflecting a Healthy Market – Barron’s
- Stocks Don’t Rise or Fall Because of Interest Rates – Bloomberg Opinion
Monday’s links
- Morgan Stanley Says ‘Winter Is Here’ for Stocks – Bloomberg
- Don’t push the panic button – FT Unhedged
- Fed Steps Up Deliberations on Shrinking Its Balance Sheet – WSJ
- Fed expected to back first pandemic-era interest rate rise in March – FT
- Sorry, Stock Traders, the Fed Won’t Have Your Back – Bloomberg Opinion