Tuesday, March 29, 2022

Wednesday's News Links

[Reuters] Russia bombs Ukraine cities, despite pledge to pull back from Kyiv

[Yahoo/Bloomberg] Ukraine Update: Russia Sees ‘No Breakthrough’ in Peace Talks

[Reuters] Germany girds for gas rationing, Europe on edge in Russian standoff

[Reuters] All Russia's big exports could soon be in roubles, Kremlin signals

[Reuters] China, Russia 'more determined' to boost ties- Chinese foreign min

[Reuters] Russia, Iran to take practical steps to circumvent Western sanctions -RIA cites Lavrov

[Yahoo/Bloomberg] Stocks Fall, Oil Rises as Russia Concerns Return: Markets Wrap

[Yahoo/Bloomberg] Oil Climbs After Two-Day Drop as Investors Assess Ukraine Talks

[Yahoo/Bloomberg] Europe Gas, Power Jump as Germany Triggers Emergency Energy Plan

[CNBC] Companies added 455,000 jobs in March, slightly more than expected, ADP says

[CNBC] Mortgage refinance demand plunges 60%, as rates hit their highest level since 2018

[Yahoo/Bloomberg] Corporate Bonds Lost $1 Trillion and There’s More Trouble Ahead

[Yahoo/Bloomberg] Morgan Stanley Strategists See Threat to U.S. Profits From Wages

[Yahoo/Bloomberg] China’s Growth Outlook Worsens as Lockdown Fears Escalate

[Yahoo/Bloomberg] China Company Borrowing Slumps, Rates Spike, Beige Book Says

[Reuters] China's largest banks signal tough times ahead

[Reuters] Shanghai expands COVID lockdown as new daily cases surge by a third

[CNBC] China’s rich are moving their money to Singapore. Beijing’s crackdown is one of the reasons.

[Yahoo/Bloomberg] German Prices Surge More Than Expected, Most Since Early 1990s

[Yahoo/Bloomberg] Costs of War Mount in Europe as Inflation Soars, Growth Sags

[Yahoo/Bloomberg] Japan’s Retail Sales Drop Adds to Fears of Stalled Recovery

[Yahoo/Bloomberg] Avocado Prices Surge to a 24-Year High

[Yahoo/Bloomberg] World’s Top Jet Lessor Has $2.5 Billion at Stake in Russia

[MSN/WP] Why the world is so worried about Russia’s ‘tactical’ nuclear weapons

[Reuters] Thousands of Australians flee homes as floods inundate towns

[Bloomberg] From VW to JPMorgan, the Unlikely Cast Behind Nickel’s Big Squeeze

[FT] Strains in $23tn US government debt market intensify as Fed tightens monetary policy

[FT] ECB president warns ‘supply shock’ from Ukraine war will drive up prices

[FT] War in Ukraine: what explains the calm in global stock markets?

[FT] Shanghai’s alternating Covid lockdown batters bankers and vegetable buyers

Tuesday Evening Links

[AP] Relief for Kyiv? Russia vows to scale back near the capital

[Reuters] U.S. official warns any Russian troop movement 'not a withdrawal'

[Yahoo/Bloomberg] Ukraine Update: U.S. Skeptical After Russia Vows Kyiv Pullback

[Reuters] Russia accuses U.S. of massive 'cyber aggression'

[AP] Biden budget has Manchin priorities: Tax rich, cut deficit

[Yahoo/Bloomberg] Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns

[Yahoo/Bloomberg] China Shadow Banks Snap Up Property to Rescue Own Investments

[Yahoo/Bloomberg] Economists Now Predict Multiple Half-Point Rate Hikes in Canada

[Bloomberg] Russian Pullback From Kyiv Is Likely to Be Limited and Tactical

[WSJ] Omicron BA.2 Variant Is Dominant Covid-19 Strain in U.S., CDC Estimates

[FT] US yield curve inverts in possible recession signal

Tuesday Afternoon Links

[Yahoo/Bloomberg] Ukraine Update: Talks End With No Cease-Fire But Clearer Demands

[Reuters] Russia's gas supply to Europe at risk as rouble deadline nears

[Reuters] Shares surge after "encouraging" Russia-Ukraine talks

[Reuters] Oil drops $3 on positive signals from Russia-Ukraine peace talks

[Yahoo/Bloomberg] Key Treasury Curve Inches Closer to Inversion as Yields Decline

[Yahoo/Bloomberg] European Gas Rises Again With Weather, Norway Supply in Focus

[Yahoo/Bloomberg] U.S. Consumer Confidence Rebounds Slightly on Firm Job Market

[Yahoo/Bloomberg] U.S. Job Openings Are Little Changed Near a Record as Quits Edge Up

[CNBC] Home prices heated up to start the year, with huge surges in Arizona and Florida, says S&P Case-Shiller report

[Yahoo/Bloomberg] Fed’s Harker Is ‘Open’ to Faster Rates With Half-Point on Table

[WSJ] Home-Price Growth Accelerated in January

[WSJ] Inflation, Shortages Push Americans to Switch Brands More Than Ever

[FT] Big Four under growing pressure as Chinese developers delay audits