Thursday’s links

  1. We’re not nearly there yet – FT Unhedged
  2. U.S. Debt Is Over $30 Trillion. Who’s on the Other Side of Those Liabilities? – Barron’s
  3. The Fed’s magical disappearing act (QT vs QE) – Economist
  4. Russian Oil Is Still Flowing, Just Like the West Wants – WSJ
  5. Russia’s War Brings Commodities Scare, but No Squeeze (Yet) – Barron’s
  6. The other source of US strength – FT Unhedged
  7. Powell’s Worst Fear Could Come True in Southern Job Market – Bloomberg
  8. The real impact of Russia’s invasion of Ukraine on commodities – MarketWatch
  9. Macro-financial effects of int’l bank lending on emerging markets – JIE *

*  Also appears on the Recommended Articles tab