Tuesday's News Links

[Yahoo/Bloomberg] Stock Markets in Retreat as Dollar Resumes Climb: Markets Wrap

[Reuters] Dollar hits 10-month high as US yields spike, yen recovers from dip

[Yahoo/Bloomberg] Japan Warns Again on Yen After Dollar Breaches 149 Mark

[Yahoo/Bloomberg]  Yuan Drops Toward Weak End of PBOC Trading Band as Stress Mounts

[Yahoo/Bloomberg]  Oil Steady Near $90 as Tight Supply Vies With Dollar Strength

[Reuters] Morning Bid: Bond crush stifles markets as $134 billion hits

[Reuters] Shutdown showdown in US Congress: Time running short to fund government

[AP] With a government shutdown just days away, Congress is moving into crisis mode

[Yahoo/Bloomberg] Bond Traders Roiled by Fed See US Shutdown as Next Big Wild Card

[Reuters] Fed's Kashkari sees another rate hike, then a hold

[Reuters] US annual home price growth picks up in July, FHFA says

[Yahoo/Bloomberg] UAW Fight Against Billions in Buybacks Forces Investor Rethink

[Yahoo/Bloomberg]  Dimon Warns World May Not Be Ready for Fed at 7%, TOI Says

[Yahoo/Bloomberg] Aging US Electric Grid’s Significant Risks Undercut Reliability, SAFE Says

Exclusive: Some Evergrande creditors plan to join winding-up petition if no new debt plan by Oct 30

[Reuters] The Massive Scale of China’s Property Sector

[Yahoo/Bloomberg]  Teetering China Property Giants Undercut Xi’s Push to End Crisis

[Yahoo/Bloomberg]  High Rice Prices Bring Risk of Social Unrest, UN Says

[Yahoo/Bloomberg] Vietnam Property Woes Rear Up as Major Developer Spars With Creditors

[Reuters] Philippines vows not to back down as China warns against 'trouble' at disputed shoal

[Bloomberg] Private Equity Is Piling Debt on Itself Like Never Before

[NYT] Slowing, Graying and in Debt, Can China’s Industrial Heartland Be Revived?

[WSJ] Americans Finally Start to Feel the Sting From the Fed’s Rate Hikes

[WSJ] Shutdown Would Blindfold Fed in Piloting Course on Rates

[WSJ] The World’s Biggest Crypto Firm Is Melting Down

[WSJ] Commercial Real Estate’s Next Big Headache: Spiraling Insurance Costs

[FT]  The debt-fuelled bet on US Treasuries that’s scaring regulators

[FT] Who’s afraid of the Treasury basis trade?

[FT] Top-rated US companies turn to convertible bonds as rising interest rates bite

Monday Evening Links

[Yahoo/Bloomberg] Bonds Sink, S&P 500 Snaps Four-Day Losing Streak: Markets Wrap

[Reuters] Wall Street posts gains as investors eye rate outlook

[Axios] Why rising long-term rates could ripple across the economy

[Reuters] Hedge funds boost bearish bets on US equities amid market jitters

[Reuters] Antarctic winter sea ice hits 'extreme' record low

[WSJ] Bonds Yields March Higher as Stocks Edge Up

[WSJ] The Rules-Based International Order Is Quietly Disintegrating

[WSJ] China Prepares to Crack Down on ‘Hurt Feelings’

[FT] Moody’s warns federal shutdown would be ‘negative’ for US debt rating

Monday Afternoon Links

[Reuters] S&P 500, Nasdaq gain as megacaps rebound; rate concerns prevail 

[Yahoo/Bloomberg] Oil Near $90 as Scarce Supplies Vie With Buying Exhaustion

[Yahoo/Bloomberg] Last Major Rater With US at Top Grade Warns on Shutdown Risks

[Reuters] Moody's warns US government shutdown would be 'credit negative'

[Yahoo/Bloomberg] Long-Treasury ETF Plunges Record 48% as Market Meltdown Worsens

[Yahoo/Bloomberg] Bond Buybacks Scrape Record Lows as Age of Easy Money Ends

[Yahoo/Bloomberg] Evergrande Crisis Worsens as Defaults Pile Up, Ex-CEO Detained

[Yahoo/Bloomberg] China Evergrande Misses Payments on $547 Million Onshore Bond

[FT] US Treasuries sell off as investors fret over lengthy period of high rates

[FT] Chinese government probe casts new doubt over Evergrande restructuring

[FT] Global trade falls at fastest pace since pandemic