Monday’s links

  1. Stock Market Calm Rekindles Debate Over Fed Tightening – WSJ
  2. BOE Warns Taxpayer Faces £100 Billion Net Losses on UK QE Program – Bloomberg
  3. ECB’s inflation dilemma: can Lagarde silence her critics again? – FT
  4. Equity Bulls Count on Fed-Cycle Math That Worked For Decades – Bloomberg
  5. Berkshire’s Munger: US banks are ‘full of’ bad commercial property loans – FT
  6. Fed and ECB to set rates as banking turmoil mounts – FT
  7. Fed Set to Raise Interest Rates to 16-Year High and Debate a Pause – WSJ
  8. Hedge Funds Bet Dollar to Erase Hike-Cycle Gains as Fed Peaks – Bloomberg
  9. Slow Dance Between Markets and Central Banks – John Authers via Bloomberg