Wednesday's News Links

[Yahoo/Bloomberg] Stocks Extend Biggest Gains Since 2020 on Earnings: Markets Wrap

[Yahoo/Bloomberg] Oil Jumps to New Seven-Year High After OPEC+ Agrees Output Hike

[CNBC] Companies unexpectedly cut 301,000 jobs in January as omicron slams jobs market, ADP says

[CNBC] Borrowers rush to get the last of the low mortgage rates, with refinances jumping 18%

[Yahoo/Bloomberg] Fed Won’t Be Rushed in Its Hiking Path by Wall Street Frenzy

[Reuters] U.S. trade official says China failed to meet 'Phase 1' commitments

[Yahoo/Bloomberg] Traders Pull Forward ECB Liftoff Bets to July on Inflation

[Reuters] Record euro zone inflation piles pressure on ECB

[CNBC] Ukraine warns of ‘full-scale war’ and tragedy in Europe if Russia attacks

[Reuters] U.S. willing to discuss troop and missile limits with Russia - documents

[Yahoo/Bloomberg] Europe Faces Harsh Reality of Finding Russian Gas Irreplaceable

[Reuters] Curling kicks off, but Putin-Xi the main event as politics envelop Beijing

[CNBC] Veteran strategist David Roche warns markets could be at a ‘turning point’ toward a bear market

[CNBC] ‘It’s going to be a year where we are shocked by the volatility,’ BofA’s Savita Subramanian warns

[PS] El-Erian: The Winter of Our Discomfort

[NYT] A Normal Supply Chain? It’s ‘Unlikely’ in 2022.

[NYT] Why Are Oil Prices So High and Will They Stay That Way?

[FT] Has the Fed ‘put’ been put to bed?

[FT] Inflation tracker: latest figures as countries grapple with rising prices

[FT] China pours money into Iraq as US retreats from Middle East

Tuesday Evening Links

[Yahoo/Bloomberg] U.S. Stocks Post Best Three-Day Rally Since 2020: Markets Wrap

[Yahoo/Bloomberg] Texas Power Prices Surge With Cold Snap Poised to Test Grid

[Yahoo/Bloomberg] OPEC Barely Increased Supply Last Month Amid Struggles

[CNN] America's national debt surpasses $30 trillion for the first time

[Reuters] Companies raise over half a trillion dollars of debt in record Jan - Refinitiv

[Reuters] EM debt issuance in January lowest since 2016 -JPMorgan

[CNBC] There were 4.6 million more job openings than unemployed workers in December

[Yahoo/Bloomberg] Bullard Backs March Liftoff, Second-Quarter Balance-Sheet Shrink

[Yahoo/Bloomberg] California Warns of Another Dry Year After Snowless January

[Yahoo/Bloomberg] Greening California Grid May Cost $30.5 Billion for Power Lines

[Yahoo/Bloomberg] Bridgewater Sees Market Turmoil on ‘Aggressive’ Fed Tightening

[Bloomberg] Goldman Sees QT Fueling Treasury Volatility and Hurting Liquidity

[WSJ] Russia Confronts Ukraine With Upgraded Military Rebuilt After Soviet Collapse

[WSJ] Payments to U.S. Brokers Surged Amid Meme-Stock and Options Boom

Tuesday Afternoon Links

[Reuters] Wall St flat in choppy trading after two-day surge

[Reuters] Fed's Harker says four rate hikes are appropriate for this year

[Yahoo/Bloomberg] Worst January Ever for Junk Bonds Shows Fed’s Surprise Impact

[Reuters] Omicron restrains U.S. manufacturing; supply bottlenecks slowly easing

[Yahoo/Bloomberg] N.Y. Cases Drop 92% From Peak; WHO Warns on Easing: Virus Update

[Reuters] Defiant Putin says West has ignored Russia's security concerns

[Yahoo/Bloomberg] Texas Grid ‘Well Prepared’ for Demand From Storm, Governor Says

[FT] Vladimir Putin says US is trying to drag Russia into war

[FT] Markets signal expectations of at least two ECB rate rises in 2022