Wednesday, March 23, 2022

Thursday's News Links

[AP] Biden, Western allies open 1st of 3 summits on Russian war

[Yahoo/Bloomberg] U.S., NATO Gird for Russian Nuclear Incident in Ukraine War

[Reuters] On invasion milestone, Ukraine urges solidarity as Western leaders gather

[Yahoo/Bloomberg] Ukraine Update: Zelenskiy Chides NATO, Warns Russia’s Neighbors

[Reuters] U.S. and allies aiming to provide anti-ship missiles to Kyiv, official says

[MSN/WP] Top Russian military leaders repeatedly decline calls from U.S., prompting fears of ‘sleepwalking into war’

[Yahoo/Bloomberg] Record Bond Rout Deepens as Treasuries, German Debt Resume Drop

[Yahoo/Bloomberg] U.S. Equities Rebound; Yields Surge: Markets Wrap

[Yahoo/Bloomberg] Oil Swings as Biden, Allies Gather to Step Up Pressure on Moscow

[Yahoo/Bloomberg] Gold Holds Gains Ahead of Potential New Sanctions Against Russia

[Yahoo/Bloomberg] Europe Gas Rises as Supply Risks Mount With Putin’s Ruble Demand

[Reuters] Analysis: U.S. Treasury market pain amplifies worry about liquidity

[Yahoo/Bloomberg] Treasury Market Roiled by Rates Braces for Fed’s Quantitative Tightening

[Yahoo/Bloomberg] Commodity Traders Sound Alarm on Plunging Market Liquidity

[Yahoo Finance] Jobless claims: Another 187,000 Americans filed new claims last week, the least since 1969

[Yahoo/Bloomberg] U.S. Core Capital Goods Orders Decline for First Time in a Year

[Yahoo/Bloomberg] War Dims Global Business Outlook as Inflation Plight Worsens

[Yahoo/Bloomberg] Chinese Builder CIFI Plunges on Earnings: Evergrande Update

[Yahoo/Bloomberg] China’s Consumers Face Deeper Economic Damage From Covid Lockdowns

[Yahoo/Bloomberg] Tencent Declares ‘Reckless’ Tech Era Over as Growth Tanks

[Yahoo/Bloomberg] U.S. Goods Risk Being Late as China's Lockdowns Worsen Shipping Port Jams

[Yahoo/Bloomberg] China Is Quietly Taking Cheap Russian Crude as India Buys More

[Reuters] Euro zone March business growth strong but outlook darkens -PMI

[Reuters] Diesel shortage in Europe threatens to slow economic growth

[Reuters] Moon says N.Korea's Kim violated moratorium on ICBM launches 

[WSJ] Fertilizer Prices Surge as Ukraine War Cuts Supply, Leaving Farmers Shocked

[FT] BlackRock’s Fink says Ukraine war marks end of globalisation

[FT] Russia’s invasion of Ukraine sparks fierce debate in China

[FT] Lloyd’s of London predicts Ukraine war will represent ‘major claim’

Wednesday Evening Links

[Yahoo/Bloomberg] Ukraine Update: Zelenskiy Urges Rallies, Russia Demands Rubles

[Yahoo/Bloomberg] Clock Runs Out on Severstal Bond Deadline as Citi Blocks Payment

[Reuters] Biden arrives in Europe for Ukraine war summits, NATO to bolster eastern flank

[Reuters] U.S. sets red lines for China helping Russia dodge sanctions

[Reuters] U.S. reinstates 352 product exclusions from China tariffs

[AP] Madeleine Albright, 1st female US secretary of state, dies

[FT] Bond markets in historic downturn as central banks battle inflation

Wednesday Afternoon Links

[Yahoo/Bloomberg] Ukraine Update: Combat Deaths Estimated; Italy Snubs Ruble Call 

[Yahoo/Bloomberg] Putin Demands Ruble Payment for Gas, Escalating Energy Fight

[Yahoo/Bloomberg] Stocks Halt Rally as Bonds Stem Record Losses: Markets Wrap

[Yahoo/Bloomberg] Oil Rallies as U.S. Stockpiles Shrink, Black Sea Terminal Shuts

[Reuters] Poland expels 45 Russian diplomats, official says

[Yahoo/Bloomberg] Fed’s Mester Sees Need for Some Half-Point Rate Hikes This Year

[Yahoo/Bloomberg] Daly Sees Possible Need for Half-Point Fed Rate Hike in May

[Yahoo/Bloomberg] Volatility Returns in Muni Market’s Worst Quarter Since 1994

[CNBC] Wall Street bonuses climb to record $257,500 per worker last year, New York’s fiscal chief says

[Yahoo/Bloomberg] Euro-Zone Consumer Confidence Plunges on Russia’s War in Ukraine

[Yahoo/Bloomberg] Coffee Farmers Face ‘Mega Emergency’ as Fertilizer Costs Soar

[Bloomberg] Wall Street Is Scrambling For the Exits in Moscow — and Billions Are at Stake

[WSJ] China’s Ailing Developers Delay Results as Audits Drag On

[FT] Tett: The world needs to come clean about dirty money