1. Tumbling Money Supply Alarms Economists Who Foresaw Inflation – Bloomberg
2. Top IMF official warns of ‘acute’ risks in global financial system – FT
3. Get ready for the great unwinding – FT Opinion
4. Bond Investors Shouldn’t Gamble on the Inverted Yield Curve – Bloomberg Opinion
5. Crises have left us stuck in a ‘doom loop’ of insuring risky behaviour – FT Opinion
6. Inflation Wave May Be Cresting. What’s Next for Fed Rates? – Barron’s
7. High inflation & interest rates to hobble global economies for several years – MarketWatch
8. Ruble falls to lowest level against U.S. dollar in a year – MarketWatch
9. The Canary in the Fed’s Coal Mine – Law and Liberty *

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1. Bond Market Is Overplaying the Risk of a Deep Recession – Bloomberg
2. Why Taiwan matters to the world – FT Opinion
3. Welcome to a new era of petrodollar power – Economist
4. Rate-Rise Roller-Coaster: Bank Earnings & Inflation Are Key – Barron’s
5. Auditors Didn’t Flag Risks Building Up in Banks – WSJ
6. European commercial real estate: the cracks are starting to show – FT
7. A $1.5 Trillion Wall of Debt Looms for US Commercial Properties -Bloomberg
8. USA’s Asia Policy May Be Setting Itself Up for a Fall – Barron’s
9. Powell’s Duration Trap, Banks and the US Treasury – Institutional Risk Analyst *

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1. A slowly slowing economy – FT Unhedged
2. Americans Are Working Less Than They Were Before the Pandemic – Bloomberg
3. US Economy May Be Weakening; What That Means for Rate Hikes – Barron’s
4. Deposit Outflows Shine Light on Fed Program That Pays Money-Market Funds – WSJ
5. How the USD Decline Could Add to Inflation Problems – Barron’s
6. The dovish case for the BoJ to abolish yield curve control – FT
7. US Profits Set for Pandemic-Sized Drop, Goldman Strategists Say – Bloomberg
8. Securities Issued by the Fed: Not so crazy after all – Nathan Tankus *
9. De-dollarization Has Begun – AIER *
10. Monetary Policy Transmission & the Money Market Fund Industry – FRBNY *

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1. JP Morgan’s Dimon: regulations stoked banking turmoil – FT
2. Hedge funds caught off guard again in turmoil – FT Opinion
3. JPMorgan Warns Stocks Are in ‘Calm Before the Storm’ – Bloomberg
4. Sterling hits 10-month high as recession fears ease – FT
5. Latin America Has Learned How to Fight a Financial Crisis – Bloomberg Opinion
6. Bank Deposits Are Holding Steady (For Now) – Barron’s
7. What ‘unprecedented’ volatility in the $24 trillion Treasury market looks like – MarketWatch
8. Who’s to Blame for America’s Latest Banking Crisis? – Bloomberg Opinion
9. BoE working paper dissects gilts market crisis – Securities Finance Times *

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1. Even a Recession Might Not Tame Inflation – Bloomberg Opinion
2. Oil price surges after Opec+ nations make surprise output cut – FT
3. World Bank Warns of Lost Decade for Global Economy – WSJ
4. Bank Turmoil Collides With Tech Slump in Battered San Francisco – Bloomberg
5. US regional banks reduced cash buffers ahead of run on deposits – FT
6. Morgan Stanley Strategist: US Tech Stocks’ Rally Is Overdone – Bloomberg
7. The Debt Ceiling Is Forgotten, but Not Gone. It Could Still Slam Stocks – Barron’s
8. Giving Credit When Credit is Due – Michael Green *

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1. Markets Shrug Off Trump Indictment for Now – Barron’s
2. Prepare for a multipolar currency world – FT Opinion
3. Eurozone inflation falls sharply to 6.9% as energy costs recede – FT
4. Flight to Money Funds Is Adding to the Strains on Small Banks – Bloomberg
5. Flood of cash into US money market funds could add to banking strains – FT
6. Don’t Mistake the Nasdaq-100’s Bear Market Escape for a Buy Signal – Barron’s
7. The Fed Is Doing Too Much, All at Once – NYT
8. The Class of 2023 Faces a Jittery Job Market – WSJ
9. The Night They Re-read Zoltan Pozsar (in his absence) – Nathan Tankus *

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1. US money supply falling at fastest rate since 1930s – Reuters
2. In Germany inflation higher than expected; in Spain, it’s lower – FT
3. A $3 Trillion Threat to Global Financial Markets Looms in Japan – Bloomberg
4. Did ‘bad accounting’ help sink Silicon Valley Bank? – FT Unhedged
5. How rising interest rates are exposing bank weaknesses – FT
6. Exit of western wheat traders from Russia will help Moscow’s war in Ukraine – Bloomberg
7. European real estate stocks hammered by banking turmoil – FT
8. Small Banks Are Losing to Big Banks; Customers Are About to Feel It – WSJ

1. Monetary policy is not solely to blame for this banking crisis – FT Opinion
2. O’Neill Urges BRICS Bloc to Expand, Challenge Dollar’s Dominance – Bloomberg
3. The Fed Passes the Buck on Bank Failures – WSJ Opinion
4. SVB’s Collapse Shows the World’s Favorite Safe Asset Isn’t Risk-Free – Businessweek
5. A Rapid-Finance World Must Ready for a Slow-Motion Banking Crisis – WSJ
6. The Price of Oil Has Tumbled. Its Next Move Is Key – Barron’s

1. SVB/FDIC: favours for saviours ensure rescues ensue – FT Opinion Lex
2. Crash Course: Silicon Valley Bank Vs. the Fed – Bloomberg Opinion
3. To Some Investors, Banks Look Like Bargains – WSJ
4. The Simple Fix to What’s Ailing Banks – Barron’s
5. BlackRock warns that Fed unlikely to cut rates – CNBC
6. Latest bank failures show the dangers of aiming too high – FT Opinion
7. How to Handle an Uncertain Market: Buy Weakness, Sell Strength – Barron’s
8. U.S. Bank Failures Pose Risk to Global Growth – WSJ

1. The Fed and the market are both right – FT Unhedged
2. Fed’s Kashkari Says Bank Strains Bring Risk of Recession Closer – Bloomberg
3. For the First Time, the Fed Is Losing Money – WSJ Opinion
4. Money mkt funds swell by more than $286bn as deposits flee banks – FT
5. What Really Caused the Current Banking Crisis? – WSJ Opinion
6. The end of the peace dividend – FT Opinion
7. What Bank Jitters and Bond Yields Say About the Likelihood of Recession – Barron’s
8. Banking Crisis Raises Concerns About Hidden Leverage in the System – Bloomberg
9. SVB’s Failure Highlights Systemically Combustible Conditions – Seth Levine *

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