Friday’s links

Inflation tracker: the latest figures as countries grapple with rising prices – FT
Hedge Funds Zero In on Fed and Inflation Bets as Rates Rise – Bloomberg Markets
Declining Jobless Rate Keeps Fed on Track to Accelerate Taper – WSJ
Investors can no longer ignore China-US decoupling threat – FT Opinion

Thursday’s links

Bond Investors Bet on Low Peak Interest Rates – WSJ
Hedge Funds Bail From Stocks as Powell, Covid Roil Markets – Bloomberg
Central banks do not have the luxury of time in tackling inflation – FT
Fear rising (in markets) – FT Unhedged
Bond Traders Know Where Fed’s Hawkish Turn Will Lead – Bloomberg
Collateral Transformation – Maroon Macro (saved on Recommended Articles tab)

Wednesday’s links

‘Transitory inflation’ is dead, long live transitory inflation – FT Opinion
Powell’s ‘Transitory’ Retreat Is Just the Beginning – Bloomberg
Global Inflation Set to Be Higher for Longer, Says OECD – WSJ
Powell’s pivot on inflation turns the trader pandemic playbook on its head – CNBC

Tuesday’s links

Record eurozone inflation of 4.9% puts pressure on ECB – FT
French Inflation Hits Highest Rate in More Than a Decade – Bloomberg
Falling US Dollar Shows Resurgence of Infamous Carry Trade – WSJ
Omicron Effect: Bond Yields Slide as Investors Seek Safe Havens – Barron’s
Repo from first principles – Daniel Neilson

Monday’s links

Markets are more fragile than investors think – FT Opinion
Inflation Bonds Are Betting on Team Transitory – Bloomberg Markets
Will Interest Rates Go Up in 2022? Don’t Bet on It – Barron’s
Eurozone Inflation Likely Hit Record High in November – WSJ
Inflation always punishes America’s left – FT Opinion

Monday’s links

There is no easy escape from the global debt trap – FT
Inflation Is Not a Tide That Lifts All Boats Equally – Bloomberg
Pension Cash Dwindles, Risking Liquidity Crunch – WSJ
Stock Options Are the New Day-Trading Craze – Barron’s
Central banks are stuck in a ‘hall of mirrors’ – FT Opinion

Friday’s links

Thursday’s links

Getting Inflation Right Is a Make-or-Break Moment on Wall Street – Bloomberg BusinessWeek
How the valuation chasm in markets can be bridged – FT
Fannie Mae, Freddie Mac to Back Home Loans of Nearly $1 Million as Prices Soar – WSJ
Could Monetary Policy be Skewed by Fiscal Objectives? – Barron’s
Bank of England has run out of excuses not to raise interest rates – Telegraph

Wednesday’s links

Treasurys Edge Toward Stability After Inflation-Driven Selloff – WSJ
ECB warns of ‘exuberance’ in housing, junk bonds and crypto assets – FT
Goldman CEO Says Market Greed Is Now Outpacing Fear – Bloomberg
UK inflation rises to highest level since 2011 – FT
Canada Inflation Accelerates to 4.7%, Highest Since 2003 – Bloomberg

Tuesday’s links

Greenspan’s Conundrum Has Returned to Haunt Markets – John Authers in Bloomberg
Everyone is worried about inflation, except the bond market – FT Unhedged
In Inflation Denial? You’re Not Alone – WSJ
Fed policy must adjust for inflation – FT Opinion