Monday, March 14, 2022

Tuesday's News Links

[AP] War in Ukraine disrupts key supply chains - and lives

[Yahoo/Bloomberg] Ukraine Update: China Seeks to Avoid Russia Sanctions Sideswipe 

[AP] Explainer: How plausible is Chinese military aid for Russia?

[Yahoo] Saudi Arabia Mulls Pricing of China Oil Sales in Yuan: Report

[Yahoo/Bloomberg] Stocks Gain as Oil Plunge Eases Inflation Fears: Markets Wrap

[Yahoo/Bloomberg] Relentless Selling in China Stocks Evokes Memories of 2008 Crash

[Reuters] Oil plummets as Russia seeks resumption of Iran nuclear deal

[Yahoo/Bloomberg] China Developer Shares Tumble Most Since 2008: Evergrande Update

[Yahoo/Bloomberg] Bond Market Wrestles With Risk Inflation Becomes Unmoored

[CNBC] Wholesale inflation climbed 0.8% in February, slightly lower than expectations

[Reuters] Inflation surge, war cloud Fed's interest rate trajectory

[Yahoo/Bloomberg] Sell-Everything Market Sends 60/40 Funds on Worst Run Since 2008

[Reuters] Analysis: Investors see risks spiking, fear market-wide liquidity crunch

[Reuters] First-time U.S. home buyers feeling 'defeated' by high prices

[CNBC] Single-family rent prices are surging at a record rate, led by homes in Sun Belt cities like Miami and Phoenix

[Reuters] China's COVID curbs set to tighten global supply chain pinch

[Yahoo/Bloomberg] Russia Is Spiraling Toward a $150 Billion Default Nightmare

[Reuters] China's soaring COVID infections fuel concern about cost of containment

[AP] Chinese virus cases climb, raise threat of trade disruption

[CNBC] Dr. Gottlieb says China is ‘very vulnerable’ to omicron subvariant 

[CNBC] China’s retail sales, industrial data soundly beat expectations

[Reuters] China's central bank unexpectedly keeps medium-term policy rates unchanged

[LAT] Escalating war in Ukraine raises the stakes for China's balancing act with Russia

[Reuters] Anti-war protester in studio disrupts live Russian state TV news

[Yahoo/Bloomberg] Europe’s Credit Sales Suffer March Misery With Record Collapse

[Yahoo/Bloomberg] Goldman Sees Worst Loss for Asia Stock Hedge Funds in Two Years

[ABC] Rise in COVID-19 infections overseas may foreshadow increase in US, experts say

[Bloomberg] China Says It Wants to Avoid U.S. Sanctions Over Russia’s War

[Bloomberg] China Opens Liquidity Gates Amid Rising Headwinds to Growth

[Bloomberg] U.S. Sewer Data Warns of a New Bump in Covid Cases After Lull

[NYT] Powell Admires Paul Volcker. He May Have to Act Like Him.

[NYT] China’s Covid Lockdowns Set to Further Disrupt Global Supply Chains

[WSJ] Fed Wrestles With the Challenge of How Quickly to Raise Interest Rates

[WSJ] Bond Markets Forecast Long Financial Freeze for Russia

[WSJ] Ukraine War Stokes Insecurity in the World’s Food Supply

[WSJ] Stock Buybacks Are on Course for Another Record

[Free FT] What to expect as Russia warns of historic debt default

[FT] China warns of retaliation if hit by Russia sanctions fallout

[FT] Investors in Taiwan seek to hedge against risk of conflict with China

Monday Evening Links

[AP] Russia keeps up attacks in Ukraine as two sides hold talks

[Yahoo/Bloomberg] Ukraine Update: U.S. Warns China Over Support for Russia’s War

[Reuters] U.S. warns China against helping Russia as anti-war protester disrupts state TV news 

[Reuters] U.S. raises concerns about China aligning with Russia at meeting it calls 'intense'

[Yahoo/Bloomberg] Global Bonds Extend Rout as Seven Fed Hikes Priced In for Year

[AP] Federal Reserve to begin risky pursuit of a ‘soft landing’

[Yahoo Finance] FOMC preview: The tightening begins this week

[Yahoo/Bloomberg] Former Fed Researcher Says Job Market Runs Far Hotter Than Data Show

[AP] Raskin nomination for Fed in peril as Democrat opposes pick

[WSJ] Talks to End Ukraine War Pause as Russia’s Offensive Intensifies

[WSJ] Treasury Yields Rebound to New Multiyear Highs

[FT] US tells allies China signalled openness to provide Russia with military support

Monday Afternoon Links

[AP] Live updates: Spain asks China to use influence to end war

[Yahoo/Bloomberg] Ukraine Update: Russia’s War Displaces Almost 5 Million, UN Says

[Yahoo/Bloomberg] Stocks Push Lower While Crude Oil Trades Near $100: Markets Wrap

[Yahoo/Bloomberg] Oil Falls to $100 With Ukraine-Russia Talks and China Lockdowns

[Yahoo/Bloomberg] Fed Traders Are Almost Back to Fully Pricing In Seven Hikes

[Reuters] New wave of inflation - and disruptions - hits U.S. factory floors

[MSN/WP] U.S. to China: Don’t try to 'bail Russia out' over Ukraine

[MSN/The Atlantic] The Western World Is in Denial

[Reuters] Top Putin ally says Ukraine war has been slower than expected

[Reuters] Russian law creates new hurdle for foreign plane lessors

[Yahoo/Bloomberg] China’s Wealthiest Drop $52 Billion in a Day as Stocks Plunge

[Reuters] Taiwan again warns Chinese aircraft in its air defence zone

[Bloomberg] El-Erian: Federal Reserve Faces a Policy Dilemma of Its Own Design

[WSJ] The Inflation Hits Just Keep Coming, Raising Stakes for the Fed

[WSJ] NY Fed: Public’s Near-Term Inflation Expectations Again Hit Record In February

[WSJ] China’s Reluctance to Distance Itself From Russia Limits Its Role on Ukraine

[FT] US tells allies China signalled openness to provide Russia with military support