- Investors dash out of US tech stocks in powerful market rotation – FT
- Fed Leaves Gradualism Behind With Urgency on Rates, Assets – Bloomberg
- Interest-Rate Worries Batter Stock Market – WSJ
- 10-year Treasury yield tops 1.75% as rate spike to start 2022 continues – CNBC
- Inflation tracker: the latest figures as countries grapple with rising prices – FT
- SF Fed head says ‘closing in’ on achieving inflation, employment goals – Reuters
- Quantitative Tightening Step-by-Step – Fed Guy (also on Recommended Articles tab)
Category: News links
Wednesday’s links
- The changing shape of the inflation problem – FT
- Treasuries’ Ugly Start to Year Exposes Enduring Inflation Angst – Bloomberg
- Hedge funds struggle to lure new money as performance lags – FT
- Investors see benchmark US 10-year yield rising to 2% soon – CNBC
- Why Quantitative Tightening Is on the Fed’s Agenda Again – Bloomberg
- The rise of private markets – BIS (also on Recommended Articles tab)
Tuesday’s links
- Interest-Rate Hawks May Not Sweep All Before Them in 2022 – Bloomberg Economics
- Dollar hits five-year high against Japanese yen – FT
- Fed Weighs Proposals for Reduction in Bond Holdings – WSJ
- Treasury yields extend rise – MarketWatch
- The big picture; themes for 2022 – Daniel Neilson (also on Recommended Articles tab)
Monday’s links (first post of 2022)
- Turkish inflation soars to highest level under Erdogan – FT
- Here’s (Almost) Everything Wall Street Expects in 2022 – Bloomberg
- The S&P 500 rose 27% in 2021, but investors see a rockier path ahead for stocks – WSJ
- Treasury Yields Jump as Conviction on Fed Hikes Grows – Bloomberg
- An Obituary for LIBOR and the Transition to SOFR – Maroon Macro (also on Recommended Articles tab)
Friday’s links (final post of 2021)
- US struggles to measure jobs growth as pandemic distorts labour market data – FT
- Unloved and Uninteresting, Gold Heads for Worst Year Since 2015 – Bloomberg
- In a Wild Year for Markets, Stocks Pull Off Big Gains – WSJ
- Fed’s Moves Pumped Up Stocks. In 2022, It May Pull the Plug – NYT
- Fed Repo Facility Use Jumps to Record High on Final Day of 2021 – Bloomberg
- Genesis of “Ledger Money” and the Modern Financial System – Maroon Macro (also on Recommended Articles tab)
Thursday’s links
- Global Economic Growth Set for 3.2% Pace in Next Decade – Bloomberg
- In a Wild Year for Markets, Stocks Pull Off Big Gains – WSJ
- Dow and S&P 500 Look to Fresh Records – MarketWatch
- The Missing Data in the Inflation Debate – NY Times Opinion
- Traders turn to derivatives that protect against US market fall – FT
- Persistent inflation poses threat to eurozone recovery, economists warn – FT
- Only 26% of World GDP to Come From Free Economies in 2050 – Bloomberg Economics
Wednesday’s links
- Dollar’s Best Days Look Numbered As Traders Front Run – Bloomberg
- The three questions that dominate investment – FT
- Covid-19, Inflation Make a Mess Out of Predictions – WSJ
- 10-year Treasury yield aims to retake 1.50% – MarketWatch
- Fed’s Doomsday Prophet Has a Dire Warning – Politico
- Safe Asset Shortage & Low Inflation of 2010-2019: A Money Demand View – Beckworth (also on Recommended Articles tab)