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

Thursday Evening Links

[CNBC] U.S. stock futures rally after earnings reports from Amazon and Snapchat

[Yahoo/Bloomberg] Tech-Led U.S. Stock Slump May Weigh on Asia Open: Markets Wrap

[Yahoo/Bloomberg] Treasury Market Selloff Resumes With Global Bond Yields Rising

[Yahoo/Bloomberg] U.S. Natural Gas Volatility Hits 26-Year High as Wells Freeze Up

[Yahoo/Bloomberg] Amazon Lifts Tech Stocks, Bringing Hope of a Market Rebound

[Reuters] U.S. job market faces reshuffling as workers quit at near record rates

[Reuters] U.S. intelligence: Russia may stage video to create pretext for Ukraine war

[Yahoo/Bloomberg] Texas Cold Halts Some Permian Oil Wells as Ice Disrupts Trucking

[Yahoo/Bloomberg] BOE’s Bailey Calls for Pay Restraint to Halt Fear of Wage Spiral

[CNN] 4 of Boris Johnson's key aides quit, marking latest blow for the UK PM

[WSJ] As Inflation Soars, Central Banks Scramble to Lift Rates

[WSJ] Oil Frackers Brace for End of the U.S. Shale Boom

[WSJ] Ukraine Fails to Raise New Debt as Russian Invasion Threat Looms

Thursday Afternoon Links

[Yahoo/Bloomberg] Biggest Tech Selloff Since 2020 Sinks U.S. Stocks: Markets Wrap

[Reuters] Investors shed global equities on BoE interest-rate hikes, glum Facebook status update 

[Reuters] Meta's huge share price drop shakes world tech stocks

[Yahoo/Bloomberg] Lagarde Pivots on ECB Rate Hikes as Switch in Guidance Seen Soon

[Reuters] Exit from central bank stimulus gathers pace as BoE hikes again

[Bloomberg] U.S. Corporate-Credit Risk at Highest Since November 2020 as Stocks Plunge

[FT] Christine Lagarde fuels investor bets on ECB rate rises with hawkish shift

[FT] Government bond markets sell off as traders crank up bets on rate rises