Monday, March 28, 2022

Tuesday's News Links

[AP] Russia says it will cut back operations near Ukraine capital

[Reuters] Russia promises to scale down operations; Ukraine proposes neutrality

[Reuters] Russian supply chains next in line for sanctions, deputy U.S. treasury secretary says

[Yahoo/Bloomberg] Stocks Jump on Optimism for Ukraine-Russia Talks: Markets Wrap

[Yahoo/Bloomberg] Oil Retreats Sharply as Russia Signals De-Escalation

[Yahoo/Bloomberg] Wheat and Corn Sink as Russia Signals Pullback in Ukraine

[Yahoo/Bloomberg] Fed Pivots Toward Jumbo Hikes After Being Slammed as Too Slow

[Reuters] Biden budget plan seeks to add corporate buyback restrictions

[Reuters] Explainer: Yield curve flattening and inversion: What is the curve telling us?

[Yahoo/Bloomberg] Japan Faces Down Market Testing Limits of Yield Curve Control

[Yahoo/Bloomberg] Xi Battles Distrust by Global Investors Burned in China Before

[Reuters] Shanghai tightens COVID lockdown on second day of curbs

[Yahoo/Bloomberg] Shanghai Residents Confined to Home as Lockdown Intensifies

[Reuters] Explainer: Omicron 'stealth' COVID variant BA.2 now dominant globally

[Yahoo/Bloomberg] Debt Crisis Grips Russia’s Most-Loyal Ally as Dollar Bonds Dive

[Bloomberg] Russia Says Cutting Some Military Ops in Ukraine ‘De-Escalation’

[WSJ] Chinese Developers’ Accounts Under Scrutiny as More Auditors Resign

[WSJ] Shanghai Lockdown Experiment Begins as Officials Race to Clear Covid-19

[NYT] New Supply Chain Risk: 22,000 Dockworkers Who May Soon Strike

[FT] Corporate US broadens pay rises in face of galloping inflation

[FT] Zelensky inspires Taiwan to update defence plans against China invasion

[FT] China’s patchy vaccine campaign leaves elderly at risk

Monday Evening Links

[Reuters] Ukraine sets ceasefire goal for Russia talks as U.S. says Putin not ready to end war 

[Yahoo/Bloomberg] Ukraine Update: Kyiv Sets Out ‘Minimum’ Goal From Russia Talks

[Reuters] Stocks look past rate risks in late rally, yen wilts

[Yahoo/Bloomberg] Oil Retreats as China’s Covid Resurgence Imperils Demand Outlook

[Yahoo/Bloomberg] Fed Factory Surveys Show Pickup in Inflation Expectations

[Reuters] Russia to restrict visas for people from 'unfriendly countries'

[Reuters] Unprotected Russian soldiers disturbed radioactive dust in Chernobyl's 'Red Forest', workers say

[Yahoo/Bloomberg] Soaring Prices Are Changing the Way People Eat

[The Atlantic] The World Is Splitting in Two

[FT] SEC moves to unmask high-speed traders in Treasury bond market

Monday Afternoon Links

[Reuters] Nearly 5,000 people killed in siege of Ukraine's Mariupol - mayor's office

[Yahoo/Bloomberg] Ukraine Update: Mariupol Siege Kills Almost 5,000, Mayor Says

[Reuters] Putin not seen ready to compromise ahead of peace talks

[Yahoo/Bloomberg] G-7 Rejects Putin Demand for Ruble Payments for Russian Gas

[Reuters] Russia and West at odds over gas payments in roubles

[Yahoo/Bloomberg] Stocks Fall as 10-Year Yield Drops; Dollar Gains: Markets Wrap

[Yahoo/Bloomberg] Oil Retreats as China’s Covid Resurgence Risks Demand Outlook

[Reuters] Bonds rout pauses, yen slides to lowest since 2015

[Yahoo/Bloomberg] White House Budgets for an Unrealistic Inflation Slowdown

[Reuters] Russian brokerage Univer asks central bank to bail it out

[FT] Joe Biden proposes increased US military spending in $5.8tn budget