Thursday, February 10, 2022

Friday's News Links

[Yahoo/Bloomberg] Stocks Extend Losses; Bond Selloff Eases: Markets Wrap

[CNBC] 10-year Treasury yield inches lower but holds above 2% as inflation spikes

[Yahoo/Bloomberg] Traders Pricing Seven Fed Hikes This Year as Global Bonds Tumble

[Yahoo/Bloomberg] Fed Doesn’t Yet Favor a Half-Point Hike or an Emergency Move

[Yahoo/Bloomberg] Goldman Sachs Now Predicts Fed to Hike Seven Times in 2022

[AP] How inflation and tangled supply lines are gripping economy

[Yahoo/Bloomberg] U.S. Inflation Storm Spurs Calls to Seek Market Havens Like Gold

[Yahoo/Bloomberg] Half-Point BOE Rate Increase Looks a Done Deal for Traders

[Yahoo/Bloomberg] China’s Stimulus Filters Through Economy as Loans Hit Record

[Yahoo/Bloomberg] Builders Rise on Easing Reports; Zhenro Sinks: Evergrande Update

[Yahoo/Bloomberg] China Developer Zhenro Plunges 66% on Bond Redemption Concern

[Reuters] Record Hong Kong COVID infections strain hospitals, China pledges support

[Yahoo/Bloomberg] The Great Climate Backslide: How Governments Are Regressing Worldwide

[CNBC] Biden tells U.S. citizens to leave Ukraine immediately amid ‘troubling’ signs of Russian escalation

[Reuters] Russia masses more troops near Ukraine, U.S. says

[Yahoo/Bloomberg] Blinken Says Asia Watching; NATO’s ‘Real Risk’: Ukraine Update

[WSJ] Echoes of the Wage-Price Spiral of the 1970s

[FT] Traders crank up bets of aggressive Fed action to combat hot inflation

[FT] Beijing ready to implement harsher Covid lockdown on Hong Kong

Thursday Evening Links

[Yahoo/Bloomberg] Australia, New Zealand Bonds Slump as U.S. CPI Beat Reverberates

[Yahoo/Bloomberg] Treasuries Sink With Stocks as Rate Bets Repriced: Markets Wrap

[Yahoo/Bloomberg] Credit-Hedging Surge Sends Put Options on HYG and LQD to Record

[Reuters] Wall Street ends down sharply on fears of aggressive Fed rate hikes

[Yahoo/Bloomberg] Oil Musters Second-Day of Gains as Rate-Hike Fears Jolt Markets

[Reuters] Analysis: Hot inflation jump-starts case for 'big-bang' Fed rate hike in March

[Yahoo/Bloomberg] The Mad Rush Into Leveraged Loans Just Had Biggest Week Yet

[Yahoo/Bloomberg] U.S. Says Tensions Over Ukraine Stoke Oil Prices: Ukraine Update

[AP] Explainer: A scarcity of chips feeds frustration, inflation

[Politico] Inflation keeps getting worse: A peek inside the mounting trouble for the Fed and Biden

[Yahoo/Bloomberg] Feeding Cattle Gets Costly as Drought Grips U.S. Pasture

[Caixin] Billionaire Zhang Jin Under Pressure to Pay $3.15 Billion Due Investors

[Bloomberg] Inflation Has Americans Shelling Out Another $276 a Month

[Bloomberg] Why China Is Sticking With Its ‘Covid Zero’ Strategy

[NYT] Canadian Trucker Protests Snarl an Already Hobbled Auto Industry

[WSJ] Where Inflation Is Hitting Hardest: Prices of Groceries, Utilities, Rent Jump

[WSJ] Russia’s Massive Military Drills on Ukraine Border Stir Invasion Fears

Thursday Afternoon Links

[Yahoo/Bloomberg] Stocks, Bonds Extend Declines on Bullard Comments: Markets Wrap

[Yahoo/Bloomberg] U.S. Treasury 10-Year Yield Exceeds 2% for First Time Since 2019

[Reuters] Fed's Bullard calls for big hike in interest rates to fight inflation

[Yahoo/Bloomberg] Oil Gains on Traders Pouring Into Commodities as Inflation Hedge

[Yahoo/Bloomberg] U.S. Mortgage Rates Surge to the Highest Level in More than Two Years

[Yahoo/Bloomberg] Traders Lean Toward Half-Point Fed Hike After Inflation Surge

[Yahoo/Bloomberg] First-Time Homebuyer Affordability in U.S. Is Worst in Three Years

[AP] Explainer: Why US inflation is so high, and when it may ease

[Bloomberg] Fed’s Bullard Backs Supersized Hike, Seeks Full Point by July 1

[Bloomberg] U.S. Cities With High Inflation: Tampa at 9.6%, Denver Nears 8%

[NYT] SoftBank’s Woes Are Mounting

[WSJ] Inflation Surge Will Leave a Mark

[WSJ] Massive Russian Military Drills on Ukraine Border Ratchet Up Threat

[FT] Russia starts military drills in Belarus and Black Sea as Ukraine tensions rise

[FT] ECB warns eurozone lenders over leveraged loan risk