Thursday, February 3, 2022

Friday's News Links

[CNBC] Dow slides 250 points as bond yields spike, Amazon carries Nasdaq higher

[Yahoo/Bloomberg] U.S. Treasuries Fall as Jobs Beat Fuels Fed Bets: Markets Wrap

[Reuters] European stocks falter; bond yields rise after ECB 'pivot'

[Yahoo/Bloomberg] Oil Market Keeps Getting Stronger as Prices Power Through $92

[Yahoo/Bloomberg] Gold and Copper Set for Weekly Gains Ahead of U.S. Jobs Report

[Yahoo/Bloomberg] U.S. Added More Jobs Than Expected in January, Defying Omicron

[CNBC] Payrolls gain 467,000 in January despite omicron surge

[Yahoo/Bloomberg] Texas Cold Snap Deepens, and Demand for Power Surges

[Reuters] Putin and Xi unveil alliance at Olympics, mixing politics and sport

[Reuters] Russia and China line up against U.S. in "no limits" partnership

[AP] Ukraine-Russia crisis: What to know about rising fear of war

[Yahoo/Bloomberg] Goldman, Deutsche Bank See ECB Hiking as Soon as September

[Yahoo/Bloomberg] $1.5 Trillion of Sub-Zero Debt Vanishes as Rate-Hike Bets Soar

[Reuters] Central banks to embark on "largest quantitative tightening in history" - Morgan Stanley

[Bloomberg] Policy Normalization Is Here to Turbocharge the Global Bond Rout

[Bloomberg] German Five-Year Yield Turns Positive for First Time Since 2018

[Bloomberg] Japan Flags Vulnerability to China Supply Chain Constraints

[NYT] Extreme Weather and Rising Insurance Rates Squeeze Retirees

[WSJ] Shoppers Are Caught Off Guard as Prices on Everyday Items Change More Often

[WSJ] Record Run for Zero-Interest Convertible Bonds Hits a Wall

[WSJ] Vladimir Putin, Xi Jinping Put on United Front Amid Standoff With West

[FT] How the ECB was spooked into changing its stance on inflation

[FT] Xi backs Putin’s opposition to Nato expansion at summit that underlines closer tie

[FT] Chinese property group Shimao feels chill of sector’s liquidity crisis