Thursday, February 25, 2021

Friday's News Links

[Yahoo/Bloomberg] Global Bond Rout Eases; Dollar Extends Advance: Markets Wrap

[CNBC] 10-year Treasury yield retreats slightly from one-year high

[Reuters] China, Hong Kong stocks drop over 2% as bond yields surge

[Reuters] Stock markets hit by bond whiplash

[Reuters] Benchmark JGB yield hits highest in 5 years as bonds fall globally

[Reuters] Bond selloff boosts dollar, risk currencies knocked lower

[CNBC] Personal income leaps 10% in January thanks to stimulus, but inflation still in check

[Yahoo/Bloomberg] Powell Is Patient But Markets Aren’t, Challenging New Fed Policy

[Reuters] Analysis: Global bond rout turns up the heat on central banks

[Reuters] Bond markets left smarting from worst rout in years as reflation goes global

[Yahoo/Bloomberg] Central Banks Fight Back Against Bond Rout, Calming Investors

[Yahoo/Bloomberg] Emerging Markets Brace for Capital Flight Amid Echo of 2013

[CNBC] $15 minimum wage not allowed in Biden’s Covid relief bill, Senate official says

[Reuters] Column: Tantrum without the taper

[Reuters] China expected to unveil hike in military budget as tensions rise

[Bloomberg] Risk-Parity Quants Hammered by Stocks and Bonds Moving Together

[Bloomberg] Chaotic Treasury Selloff Fueled by $50 Billion of Unwinding

[Bloomberg] Deepening Mystery — and Fear — Over the SolarWinds Hack

[WSJ] Grid Reliability Is Feasible, but at What Cost?

[FT] Rising interest rates cool sizzling rally in emerging markets

Thursday Evening Links

[Yahoo/Bloomberg] In a Flash, U.S. Yields Hit 1.6%, Wreaking Havoc Across Markets

[Reuters] Treasuries - Inflation bets, poor auction catapult key yield above 1.5%

[AP] Tech rout pulls Nasdaq down 3.5%, biggest loss since October

[Reuters] Wall Street ends sharply lower, tech selloff weighs as bond yields climb

[Reuters] Muni bond yields rise, swept up in Treasuries surge

[Reuters] NY Fed's Williams: GDP growth this year could be strongest in decades

[Reuters] Robinhood added 6 million crypto users in last two months

[Bloomberg] U.S. Hospitals Risk $122 Billion 2021 Revenue Loss on Pandemic

Thursday Afternoon Links

[Yahoo/Bloomberg] Treasury Yields Surge Past 1.6%, Sounding Alarm for Risk Assets

[Yahoo/Bloomberg] Tech Leads U.S. Stock Rout as Bond Yields Soar: Markets Wrap

[Yahoo/Bloomberg] Ten-Year Rate Spike Sinks Tesla and ARKK, Deepening Tech Carnage

[Yahoo/Bloomberg] Oil Hits Highest in More Than a Year With Global Supply Draining

[Reuters] Fed officials shrug off rise in longer-term U.S. bond yields

[Yahoo/Bloomberg] Fed Flashes $1 Trillion Warning for Businesses Hit by Covid-19

[Yahoo/Bloomberg] In Bond Rout, Strategists Struggle to Keep Up With Yield Rise

[Reuters] Bullard says "rosy outlook" no cause to begin discussing pullback of Fed support

[Yahoo/Bloomberg] Fed’s Bostic Says Labor Market Crisis, Not GDP, Is Focus of Fed

[WSJ] Petrobras CEO Says Will Step Down as Brazil’s President Moves in on Oil Giant

[WSJ] China’s Campaign to Crush Democracy in Hong Kong Is Working

[FT] ECB signals rising concern about eurozone bond market sell-off