Tuesday, October 18, 2022

Wednesday's News Links

[Yahoo/Bloomberg] Stocks Slip Amid Inflation Worries; Pound Weakens: Markets Wrap

[Reuters] Red-hot inflation knocks sterling, dollar holds at 32-year peak vs yen

[Yahoo/Bloomberg] Oil Stays Volatile as Slowdown Risks Rival Signs of Tight Supply

[Reuters] Soaring food prices push UK inflation back to 40-year high

[Yahoo/Bloomberg] BOE Focuses on Inflation Fight With Bond Sales in Two Weeks

[CNBC] Mortgage demand drops to a 25-year low, as interest rates climb

[Yahoo/Bloomberg] Mortgage Rates in US Extend Climb to 6.94%, Highest Since 2002

[Yahoo/Bloomberg] Japan’s Treasury Holdings Slide to Three-Year Low on Bonds Rout

[Yahoo/Bloomberg] Three Hidden Words From Fed Insiders Point to Much Higher Rates

[Reuters] Russia says it has launched new strikes on Ukraine's energy infrastructure

[Reuters] Putin declares martial law in four unilaterally annexed regions of Ukraine

[Yahoo/Bloomberg] Bond Vigilantes Revive Wagers on a BOJ Hawkish Policy Shift

[Reuters] ECB to go big again on Oct. 27 with 75 bps rate hike

[Reuters] Analysis: Japan rushes to rearm with eye on 2027 - and China's Taiwan ambitions

[Bloomberg] Beijing Covid Cases at Four-Month High as Top Party Leaders Meet

[Reuters] Dutch central bank urges pension funds to review liquidity

[Reuters] Taiwan and U.S. tensions with China pose 'serious' challenges for chip industry - TSMC

[Reuters] Lula's lead over Bolsonaro narrows in Brazil vote -poll

[NYT] The Fed, Staring Down Two Big Choices, Charts an Aggressive Path

[WSJ] Recession Fears Hit Risky Mortgage Debt Amid Default Concerns

[WSJ] In China’s Property Sector, There Is Nowhere to Hide

[WSJ] Day Traders Go Back to Their Day Jobs as Stock Market Swoons

[FT] Containing China is Biden’s explicit goal

[FT] Will the energy crisis crush European industry?

[FT] Giorgia Meloni faces economic storm as she prepares to take helm in Italy

Tuesday Evening Links

[Reuters] U.S. stocks extend rally, Treasury yields dip after solid earnings, economic data

[Reuters] Oil prices settle lower on U.S. supply, lower China demand

[Yahoo/Bloomberg] BOE to Start Asset Sales in Two Weeks, Exclude Long-Dated Debt

[Yahoo/Bloomberg] Truss Faces Tory Rebellion If She Scraps Pledge on UK Pensions

[Reuters] Iran agrees to ship missiles, more drones to Russia

[Reuters] ECB set to warn of risks in its non-binding opinion on Spanish tax proposal, sources say

[Bloomberg] California Home Sales Drop 30% as Higher Rates Hit Costly Market

[FT] Jeremy Hunt lines up raid on bank profits to help fill £40bn UK fiscal hole

[FT] Bank of England to begin asset sales in November

Tuesday Afternoon Links

[Yahoo/Bloomberg] Stocks Trade Off Day’s High as Dollar, Yields Rise: Markets Wrap

[CNBC] Homebuilder sentiment drops to half of what it was six months ago

[Reuters] U.S. factory output solid in September; builder sentiment slumps further

[Reuters] British PM Truss vows to carry on as her party support dwindles

[Reuters] Russia destroys power and water infrastructure across Ukraine

[Yahoo/Bloomberg] Ukraine Latest: 30% of Power Stations Destroyed, Strikes Resume

[NYT] China’s Economic Picture Grows Murkier in Xi’s ‘New Era’

[NYT] How Switzerland’s Oldest Bank Became a Meme Stock

[FT] Jeremy Hunt calls for spending cuts as doubt cast on pensions ‘triple lock’

[FT] Russia may prefer sabotage of critical infrastructure over nuclear weapons