Wednesday, April 6, 2022

Thursday's News Links

[Yahoo/Bloomberg] Ukraine Update: Kyiv Pleads for Arms Amid Fresh Shelling in East

[Yahoo/Bloomberg] Stocks Steady, Treasuries Dip on Policy Outlook: Markets Wrap

[Reuters] Bond yields snap 4-day rising streak, offer respite to stocks

[Yahoo/Bloomberg] Oil Oscillates With IEA Crude Reserve Release Plan in Focus

[CNBC] Fed’s James Bullard says interest rate policy is ‘behind the curve’ but ‘all is not lost’

[CNBC] Weekly jobless claims fell to 166,000 last week, the lowest level since 1968

[Axios] COVID cases rise again in half the states

[Reuters] Russia facing most difficult situation in three decades, PM says

[Reuters] UK drawing up plans to send armoured vehicles to Ukraine - The Times

[Yahoo/Bloomberg] China Cabinet Vows Monetary Stimulus, Saying Risks Worsening

[Yahoo/Bloomberg] China Fuels Expectations of Policy Rate Cut as Soon as Next Week

[Reuters] Shanghai vows to improve food deliveries as discontent grows over COVID curbs

[Yahoo/Bloomberg] Containers Stack Up at China’s Ports as Lockdown Blocks Trucks

[Yahoo/Bloomberg] Shunned Oil Piling Up Off China as Virus Outbreak Worsens

[Reuters] China warns U.S. against House Speaker Pelosi visiting Taiwan

[Reuters] Surging prices nudge Asia's reluctant central bank hawks off the sidelines

[Yahoo/Bloomberg] Weak Yen’s Mixed Blessing Turns More Toxic for Japan

[Yahoo/LAT] Coronavirus cases are rising again in L.A., San Diego and San Francisco

[Reuters] Heavy rains in Sydney flood downtown streets, trigger evacuations

[Bloomberg] ECB Officials Disagreed Over Response to Outbreak of Ukraine War

[WSJ] Quantitative Tightening Could Set Off a Lengthy Tantrum

[WSJ] As Mortgage Rates Rise, Home Sellers Fear Time Is Running Out to Cash In

[WSJ] Shanghai Residents Plead for Help Online as Daily Covid-19 Count Nears 20,000

[WSJ] As Property Downturn Drags On, Chinese Developers See an Uncertain Future

[FT] Can the Fed shrink its $9tn balance sheet without causing market mayhem?

[FT] Shanghai lockdown ‘will have a global effect on almost every trade’

Wednesday Evening Links

[AP] Mariupol’s dead put at 5,000 as Ukraine braces in the east

[Reuters] Russia hit with new round of U.S. sanctions as Biden decries 'major war crimes' 

[Reuters] Russia edges close to default on debt, puts roubles aside for bondholders

[Yahoo/Bloomberg] Ukraine Update: Italy Ready to Back Russia Gas Ban If EU United

[Yahoo/Bloomberg] Yellen Faces Bipartisan Pressure to Toughen Russia Sanctions

[Reuters] Yellen says Russia should be expelled from G20, U.S. may boycott some meetings

[Reuters] Stocks fall, dollar strengthens after Fed minutes

[Yahoo/Bloomberg] Hawkish Fed Sinks Tech Shares; Bonds Fall: Markets Wrap

[Yahoo/Bloomberg] Oil Selloff Accelerates as IEA Sets Coordinated Global Release

[Reuters] Fed officials to take cleaver to balance sheet; 'many' back big rate hikes

[Yahoo/Bloomberg] Fed Lays Out Plan to Prune Balance Sheet by $1.1 Trillion a Year

[Yahoo/Bloomberg] The Yield Curve Will Fully Invert When China's Covid Lockdowns Pressure Supply Chains

[Politico] Perma-sanctions: Biden under pressure to punish Russia until Putin's gone

[Reuters] Analysis: Easy Russia sanctions exhausted, U.S. and allies face economic bite

[Reuters] Pentagon says Ukraine can 'absolutely' win the war

[Reuters] U.S. FBI says it disrupted Russian hackers

[Bloomberg] Sanctioned Oil Piling Up Off China as Virus Outbreak Worsens

[Bloomberg] Energy Crisis Threatens to Eclipse 1970s Shocks, Yergin Says

[WSJ] Fed Signals Half-Percentage-Point Rate Increases Could Be Warranted at Coming Meetings

[WSJ] Ukraine Urges Civilians to Flee Looming Russian Offensive in Eastern Regions

[FT] Fed prepares to slash size of swollen balance sheet by $95bn a month

Wednesday Afternoon Links

[CNBC] Fed officials plan to shrink the balance sheet by $95 billion a month, meeting minutes indicate

[Reuters] Russia edges close to default on debt, pays bondholders in roubles

[Yahoo/Bloomberg] Russia Credit Insurance Shows 99% Chance of Default Within Year

[Politico] Treasury cracks down on Russia's largest bank, moves to end U.S. investment

[Yahoo/Bloomberg] U.S. to Skip G-20 Finance Chiefs’ Meeting If Russia Takes Part

[Yahoo/Bloomberg] U.S. Stocks, Bonds Sink as Rate-Hike Bets Ramp Up: Markets Wrap

[Yahoo/Bloomberg] Oil Slides With IEA to Release More Barrels From Stockpiles

[Yahoo/Bloomberg] Fed Officials Reinforce Message That Rates Are Heading Higher

[Reuters] White House warns of 'escalating vulnerabilities' to U.S. from semiconductor issue

[Reuters] China's widening COVID curbs exact mounting economic toll

[Reuters] Current COVID vaccines not 'well-matched' against BA.2 -FDA

[Bloomberg] Russian Inflation Heating Up as Prices Jump 10% in 3 Months

[FT] US imposes ‘most severe’ sanctions against Sberbank and Alfa-Bank