Monday’s links

  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 *

*  Also appears on the Recommended Articles tab