Wednesday’s links

US Treasury market needs to enter modern age – FT
Big Bet for FX Traders Is How to Hide From Inflation – Bloomberg
Think the Federal Reserve Is Already Tightening? Not So Fast – Barron’s
Wall Street Ends Crazy Year With Angst and Big Bonuses – Bloomberg Wealth

Monday’s links

The Fed Could Be Shifting Gears at Just the Wrong Time – Barron’s
China cuts lending rate as economic momentum falters – FT
The Fed’s Pivot Is the Opposite of Hawkish – Bloomberg Opinion
Central Banks Worry Omicron Could Sustain Inflation – WSJ
Fed Shifts to Inflation Battle, Winding Down Pandemic Support – NY Times

Friday’s links

Bank of England raises key interest rate to 0.25% – FT
Inflation Bites Us All Again After the Economy Roars Back – Bloomberg
US Inflation Is Near a 40-Year High – WSJ

Thursday’s links

Fed’s ‘pivot is complete’ in the face of inflationary pressures – FT
BOE Surprises With First Hike in Crisis to Curb Inflation – Bloomberg
The Fed still thinks inflation is transitory – FT Unhedged

Wednesday’s links

New Era of Bond-Market Volatility Begins as Fed Fights Inflation – Bloomberg
Fed poised to announce acceleration of stimulus taper – FT
Fed Prepares Faster End to Stimulus, Making Earlier Rate Increases Possible – WSJ
Inflation Could Stay Elevated for Months, if Not Longer – Barron’s
Havoc Is Playing Out Below the Surface of the Stock Market – Bloomberg

Tuesday’s links

Return of inflation: crunch time for the ECB – FT
The Federal Reserve Faces a Troubling 1965 Parallel – Bloomberg Opinion
Cash Glut in Eurozone Drives Dollar Demand – WSJ
IMF tells the Bank of England not to delay raising interest rates – FT

Monday’s links

Fed Hikes Seen Starting With Yield Curve Flattest in Generation – Bloomberg
Fed to pivot to swift action on inflation in face of rising prices – FT
The Fed Is the Main Inflation Culprit – WSJ Opinion
Fed Hinting At Accelerated Taper, And Yet Eurodollar Curve Still Inverted – Jeff Snider at Alhambra Research
Bond Traders Stare at Worst Real Returns Since Volcker Era – Bloomberg
The yield curve: why investors are watching closely – FT

Wednesday’s links

Economists predict complete ‘taper’ of Fed bond buying by end of March – FT
Bank of Canada Keeps Rate Unchanged, Warns of Elevated Inflation – Bloomberg
Turkey’s Woes Haven’t Spread to Broader Emerging Markets – WSJ
The Next Fed Meeting Will Offer More Surprises – Bloomberg Economics
Modern Monetary System: Liability Management, Negotiable CDs – Maroon Macro (also on Recommended Articles tab)

Tuesday’s links

A Massive Yield-Curve Headache Awaits the Fed – Bloomberg Opinion
Canada Delivers Stellar November Job Gain – WSJ
Cracks Emerge in Treasury Bond Market as Fed Starts to Back Away – Bloomberg
The next quant revolution: shaking up the corporate bond market – WSJ
Shadow banks must come out of the shadows – FT

Monday’s links

Flagging US consumer demand puts economy on track for slowdown – FT Opinion
Morgan Stanley Sees Fed as Greater Threat to Stocks Than Omicron – Bloomberg
High Inflation, Falling Unemployment Prompted Fed Pivot – WSJ
The Fed Scares the Stock Market More Than Covid – Barron’s
Non-bank financial sector: systemic regulation needed – BIS (also on Recommended Articles tab)
The QE Afterparty – Fed Guy (also on Recommended Articles tab)