Wednesday, March 16, 2022

Thursday's News Links

[Reuters] Russia warns United States: we have the might to put you in your place

[Reuters] Russia getting bogged down in Ukraine, Western nations say

[Yahoo/Bloomberg] Ukraine Update: Biden to Speak With China’s Xi About Russia

[Reuters] Ukrainian city of Mariupol searches for survivors amid rubble of theatre

[Reuters] Russia says air defence systems for Ukraine would destabilise situation

[Yahoo/Bloomberg] Stocks Drop in Choppy Trading Session; Bonds Climb: Markets Wrap

[Yahoo/Bloomberg] Gold Advances as Investors Weigh Fed Rate Hike, Ukraine War

[Yahoo/Bloomberg] Oil Advances Above $100 With Market Gripped by Huge Volatility

[Reuters] Analysis: As liquidity dries up, oil braces for whiplash volatility

[Yahoo/Bloomberg] Nickel Traders Awake to Fresh Mayhem as LME Glitches Again

[Yahoo/Bloomberg] Housing Starts in U.S. Rebound to Fastest Pace Since Mid-2006

[Yahoo/Bloomberg] Russia’s Bond Payment Is in Limbo as Default Countdown Kicks Off

[Reuters] Bank of England raises rates to 0.75%, less sure about future moves

[Yahoo/Bloomberg] Lagarde Stresses Flexibility as War Risks New Price Trends

[Yahoo/Bloomberg] ECB’s Knot Doesn’t Rule Out Two Interest-Rate Hikes This Year

[Yahoo/Bloomberg] China Stocks Cap Best Two-Day Rally Since 1998 on Support Pledge

[Yahoo/Bloomberg] Warnings Abound in Market Circles as Fed Error Bets Seen Rising

[Yahoo/Bloomberg] Developer Stocks Surge After China Pledge: Evergrande Update

[Yahoo/Bloomberg] China Likely to Follow Up Easing Pledge With Concrete Steps

[Reuters] China should take more effective COVID measures, minimise economic, social impact -Xi

[Yahoo/Bloomberg] China Investors Need More Than Words to Find Faith in Markets

[Yahoo/Bloomberg] Radio Silence on Russia Debt Payments Keeps Default Risk in Play

[Time] How China’s Response to Russia’s Invasion of Ukraine Could Upend the World Order

[Reuters] Analysis: U.S. gamble on China over Ukraine raises tensions with rival superpower

[Reuters] Justice Department accuses China of spying on, intimidating dissidents living in U.S.

[Yahoo/Bloomberg] Massive Quake Shuts Plants and Sends Japan Power to 1-Year High

[Reuters] Thousands of northeast Japan homes still without power after earthquake kills four

[Reuters] Brazil central bank raises rates by 100 bps, signals same in May

[Reuters] UK very disappointed with India's stance on Ukraine - trade minister

[Reuters] WHO says global rise in COVID cases is 'tip of the iceberg'

[Bloomberg] Tesla Halts Bond Sale Backed by Auto Leases Amid Market Turmoil

[WSJ] Bond Market Delivers Mixed Verdict on Fed Rate Forecasts

[WSJ] Homes Earned More for Owners Than Their Jobs Last Year

[WSJ] China’s Housing Market Needs More Than Talk From Beijing

[FT] Jay Powell channels his inner Paul Volcker with tough stance on US inflation

[FT] China Inc unconvinced Xi Jinping’s regulatory storm is over

[FT] Insurance industry braces for soaring payouts from war in Ukraine

[FT] India studies ‘rupee-rouble’ exchange scheme to beat Russia sanctions

Wednesday Evening Links

[AP] Russia’s onslaught continues amid optimism over talks

[Reuters] Ukraine says Russia strikes Mariupol theatre sheltering residents, Moscow denies attack

[USNWP] Putin Defends Brutal Campaign in Ukraine as Global Condemnation Grows

[Yahoo/Bloomberg] Ukraine Update: Biden Offers Weapons, Calls Putin ‘War Criminal’

[Yahoo/Bloomberg] Stocks Rally on Powell’s Bullish Economic Remarks: Markets Wrap

[Yahoo/Bloomberg] Treasury Yields Surge With Prospect of Bigger Fed Hikes on Table

[Yahoo/Bloomberg] Russia Fuels Default Fears With Warning on Dollar Bond Payments

[Yahoo/Bloomberg] Fertilizer Sanctions Split Farm Superpowers as Food Prices Surge

[Reuters] U.S. Egg Prices Rise as Deadly Bird Flu Strikes Ahead of Easter

[Bloomberg] Hidden Debt Fears Unravel Lucrative Lifeline for China Builders

[WSJ] Fed Raises Interest Rates for First Time Since 2018

[WSJ] Bond Market Delivers Mixed Verdict on Fed Rate Forecasts

[FT] Fed announces first rate rise since 2018 amid surging inflation

[FT] US to send more military aid to Ukraine following Zelensky’s emotional plea

Wednesday Afternoon Links

[CNBC] Federal Reserve approves first interest rate hike in more than three years, sees six more ahead

[AP] Fed begins inflation fight with key rate hike, more to come

[Yahoo/Bloomberg] Fed Lifts Rates a Quarter Point in Opening Bid to Curb Inflation

[Reuters] Russia and Ukraine hope for breakthrough in peace talks

[Yahoo/Bloomberg] Ukraine Update: Zelenskiy Makes Congress Pitch as Talks Progress

[Yahoo/Bloomberg] Stocks Bounce Back on Powell’s Economic Views: Markets Wrap

[Reuters] Oil swings wildly on Russia-Ukraine talks, U.S. inventory data

[Yahoo/Bloomberg] Nickel Reopens Limit-Down in Shambolic Day of False Starts

[Yahoo/Bloomberg] Bond Market Races Ahead of Fed by Most Since at Least the 1980s

[Reuters] Biden says U.S. to give Ukraine drones, anti-aircraft systems

[CNBC] Russia stokes fears of first foreign currency default in more than a century as it attempts payment

[CNBC] Russia sees China as lifeline against sanctions, but U.S. threatens ‘consequences’ if Beijing helps

[Reuters] Analysis: China's COVID governance under pressure as Omicron spreads

[Yahoo/Bloomberg] Russia’s Inflation Shock Is Giving Way to Soviet-Style Shortages

[AP] BMW, VW warn of shortages from part suppliers in Ukraine

[WSJ] Western Companies’ Pullback From Russia Marks End of an Era

[FT] Ukraine and Russia draw up neutrality plan to end war

[FT] Tett: Why I should have listened to Garry Kasparov about Putin