Wednesday’s links

  1. Trafigura’s finance chief warns of commodity industry stress – FT
  2. The Worst Drawdown on Record for Global Fixed Income – Bloomberg
  3. Ukraine Brings Back Agonizing Realpolitik Decisions – WSJ
  4. Global food crisis is the prisoners’ dilemma of trade – FT Opinion
  5. Will the Fed Sink Emerging Markets (Again)? – WSJ
  6. Yes, But Which Yield Curve? – Macro Compass *

*  Also available on the Recommended Articles tab