Wednesday’s links

  1. The changing shape of the inflation problem – FT
  2. Treasuries’ Ugly Start to Year Exposes Enduring Inflation Angst – Bloomberg
  3. Hedge funds struggle to lure new money as performance lags – FT
  4. Investors see benchmark US 10-year yield rising to 2% soon – CNBC
  5. Why Quantitative Tightening Is on the Fed’s Agenda Again – Bloomberg
  6. The rise of private markets – BIS (also on Recommended Articles tab)