Friday, March 11, 2022

Friday Evening Links

[AP] Russian offensive widens as US imposes new trade sanctions

[Reuters] Biden hits Russian trade in latest Ukraine retaliation 

[Yahoo/Bloomberg] Ukraine Update: Belarus Says Russia Is Sending ‘Modern’ Weapons

[Reuters] Exclusive: U.S. spy agency probes sabotage of satellite internet during Russian invasion, sources say

[Reuters] U.N. says no evidence to back Russian claim of Ukraine biological weapons program

[Yahoo/Bloomberg] Stocks Post Worst Week Since January as War Rages: Markets Live

[Yahoo/Bloomberg] Treasury Market Has Lost a Year of Income in Punishing Week

[Yahoo/Bloomberg] Oil’s Trading Whiplash Halts String of Weekly Gains Amid War

[Yahoo/Bloomberg] Fertilizer Prices Surge in Signal of Worsening Food Inflation

[Bloomberg] JPMorgan Is the Biggest Counterparty for Nickel Tycoon’s Short Bets

[WSJ] Russian General Is Killed in Ukraine as Airstrikes Intensify

Friday Afternoon Links

[CNN] Biden calls for suspending normal trade relations with Russia and will ban imports of vodka and seafood

[Yahoo/Bloomberg] Ukraine Update: Kuleba Says Russian Talks Fruitless So Far 

[Reuters] Factbox: What revoking Russia's 'most favoured nation' status means

[AP] Live updates: UN: ‘credible reports’ of cluster munitions

[Yahoo/Bloomberg] Stocks in U.S. Tick Lower Amid Pullback in Tech: Markets Wrap

[Yahoo/Bloomberg] Oil Set for Weekly Loss to Cap Astonishingly Volatile Five Days

[Reuters] Russia's attack on Ukraine halts half of world's neon output for chips

[Yahoo Finance] Retail investors are ‘in a turmoil’ amid market volatility: former TD Ameritrade CEO

[WSJ] Russian Airstrikes Intensify in Western Ukraine

Thursday, March 10, 2022

Friday's News Links

[Reuters] Putin sees "certain positive shifts" in talks with Ukraine

[AP] Russian strikes hit western Ukraine as offensive widens

[Reuters] Russian forces regroup near Kyiv after setbacks

[Reuters] Putin says Russia to use Middle East volunteer fighters

[Reuters] U.S. steps up pressure on Russia over Ukraine invasion

[Yahoo/Bloomberg] Ukraine Update: Putin Cites ‘Positive’ Developments in Talks

[Yahoo/Bloomberg] Bond Rout Widens as Quickening Inflation Adds to Rate-Hike Bets

[Yahoo/Bloomberg] Stocks Waver Amid Pullback in Tech; Bonds Fall: Markets Wrap

[Yahoo/Bloomberg] U.S. Consumer Sentiment Sinks as Inflation Expectations Soar

[Yahoo/Bloomberg] Fed Seen Being Cautious in Rate Path Amid Ukraine Uncertainty

[Reuters] Ukraine’s farmers stalled, fueling fears of global food shortages

[Yahoo/Bloomberg] Contrarian Woo Warns of VAR Shock as Investors Misread War

[Yahoo/Bloomberg] Shockwaves Spread as Europe’s Economy Reels at Energy Fallout

[Yahoo/Bloomberg] China Credit Growth Slows More Than Expected Despite Easing

[Yahoo/Bloomberg] Logan Cut Deeper into Junk; Bonds Decline: Evergrande Update

[Yahoo/Bloomberg] China Credit Falls as Even Higher-Rated Builders Hit Record Lows

[Yahoo/Bloomberg] China Markets in Turmoil as Russia Ties Add to List of Risks

[Yahoo/Bloomberg] China’s $1.9 Trillion Stock Rout Has No End in Sight

[Yahoo/Bloomberg] Brazil Inflation Surpasses Forecasts as War Drives Up Prices

[MSN/WP] Flour rationing in Lebanon, grain hoarding in Hungary: How the Ukraine war is lurching the globe toward a new food crisis

[Yahoo/Bloomberg] Iran Nuclear Talks Suspended as Window Closes on Key Deal

[Bloomberg] China Covid Infections Top 1,000 for First Time in Two Years

[Bloomberg] Uranium Surges to Highest Since Fukushima on Russian War

[WSJ] Economic Blacklist of Russia Marks New Blow for Globalization

[FT] Bond investors left in the dark after some Russian borrowers pay up

[FT] Beijing weighs nickel rescue deal for billionaire owner of Tsingshan

[FT] What targets are left for US sanctions in Russia?

[FT] Endgame in Ukraine: how the war could play out

[FT] Hawks in control at ECB as inflation fears dictate policy shift

[FT] China struggles to rein in biggest virus outbreak since Wuhan

Thursday Evening Links

[AP] Russians keep pressure on Mariupol; massive convoy breaks up

[CNBC] U.S. official says Russian troops have made progress toward Kyiv; talks fail to yield cease-fire

[Yahoo/Bloomberg] Ukraine Update: Zelenskiy Says 40,000 Evacuated, Attacks Persist

[Reuters] U.S., Iran at loggerheads over nuclear deal after Russian interruption

[Yahoo/Bloomberg] Stocks Fall as Treasury Yields Climb; Oil Slips: Markets Wrap

[Reuters] Wall Street closes lower as inflation hits 40-year high, inviting aggressive Fed tightening

[Yahoo/Bloomberg] China Stocks in U.S. Suffer Worst Selloff Since October 2008

[Reuters] Analysis: Two weeks into Ukraine war, faint glimmers of compromise emerge

[Yahoo/Bloomberg] Hedge Funds Walk Away From LME After $3.9 Billion Trades Torn Up

[Bloomberg] China Placed a Losing Bet on Vladimir Putin

[NYT] Surging U.S. Inflation Raises Stakes as War Pushes Up Prices

[WSJ] U.S., Allies Look at Sending Soviet-Designed Air-Defense Systems to Ukraine

[WSJ] Aravt Global Shutting Down as Hedge Funds Get Hit by Unraveling of ‘Growth Trade’

[FT] Goldman Sachs and JPMorgan withdraw from Russia as Wall Street joins exodus

[FT] US warns of ‘serious escalation’ in North Korea’s military capability after missile tests

Thursday Afternoon Links

[CNBC] Ukraine foreign minister says Russian officials ‘live in their own reality’ after talks fail

[Reuters] Putin says Russia will solve its problems, calls sanctions illegitimate

[Yahoo/Bloomberg] Tech Leads Stocks Lower as Treasury Yields Climb: Markets Wrap

[Reuters] Putin says Russia will emerge stronger, sanctions will rebound on West

[ASNA] Beijing vows harsh response if US slaps sanctions on China over Ukraine

[The Atlantic] For the West, the Worst Is Yet to Come

[Reuters] Lukashenko says Belarus army must prevent any attack on Russia from the rear

[NYT] What a Power Cutoff Could Mean for Chernobyl’s Nuclear Waste

[FT] Russia and Ukraine talks fail to yield progress

Wednesday, March 9, 2022

Thursday's News Links

[Reuters] No progress on Ukraine ceasefire in Lavrov-Kuleba meeting

[Reuters] Ukraine says Russia snubs plea for humanitarian access to besieged civilians

[Yahoo/Bloomberg] Ukraine Update: Scholz, Macron Speak to Putin as Talks Stumble

[Reuters] Time to get tougher with Russia's Putin, Britain tells West

[Reuters] U.S. dismisses Russian claims of biowarfare labs in Ukraine

[Reuters] Russian economy in 'shock' from unprecedented economic war - Kremlin

[Reuters] Nuclear war? Russia's Lavrov says: I don't believe so

[Yahoo/Bloomberg] U.S. Futures, Bonds Fall Amid ECB’s Hawkish Tilt: Markets Wrap

[Yahoo/Bloomberg] Oil Recovers With Market Gripped by Huge Price Swings

[Yahoo/Bloomberg] Chaos in Nickel Shows Signs of Easing After Tsingshan Rescue

[AP] US inflation soared 7.9% in past year, a fresh 40-year high

[Yahoo/Bloomberg] ECB Unexpectedly Quickens Stimulus Exit Citing Ukraine War

[Yahoo/Bloomberg] ECB Extends Backstop for Central Banks as War Jolts Currencies

[Yahoo/Bloomberg] Fuel-Price Hikes to Hit Shippers, Truckers Across U.S. Economy

[Reuters] Europe's banks reveal billions worth of Russia risk as sanctions bite

[Reuters] Ukraine says Russian troops at gas compressor stations pose supply risk

[Yahoo/Bloomberg] Russia Says It Has Enough Energy Buyers Even With Sanctions

[Yahoo/Bloomberg] Russia Devises Plan to Seize Firms Abandoned in Foreigner Exodus

[Yahoo/Bloomberg] Tycoon Behind Nickel’s Big Short Has Power to Fuel More Drama

[Yahoo/Bloomberg] Russia’s Default Swaps Signal $40 Billion Pay Day Is Imminent

[Yahoo/Bloomberg] Pimco Amassed Billions of Exposure to Russia Debt Facing Default

[Yahoo/Bloomberg] Russian Prowess Questioned as Troops Bogged Down in Ukraine

[MSN/Bloomberg] U.S. Hits China for Pushing Russia’s ‘Preposterous’ Lab Theory

[Reuters] China-Taiwan war would end in 'miserable victory' -Taiwan minister

[Bloomberg] U.S.’s Raimondo Warns Chinese Firms on Evading Russia Sanctions

[Bloomberg] Italian Bonds Lead Plunge in Europe as ECB Ramps Up Tightening

[WSJ] In Ukraine, a People’s Army Includes Rock Stars, TV Hosts and Playwrights

[FT] ECB scales back stimulus plan as Ukraine war drives up inflation expectations

[FT] The rising costs of China’s friendship with Russia

[FT] The corporate retreat from Russia is going to be messy

Wednesday Evening Links

[Reuters] U.S. condemns 'barbaric' attack on Ukraine children's hospital 

[Reuters] Russia delegation at peace talks with Ukraine will not concede anything -RIA agency

[Reuters] Time to get tougher with Russia's Putin, Britain tells West

[CNBC] S&P 500 rallies 2.5% for its best day since June 2020, Dow soars 650 points

[Reuters] Oil prices fall most in 2 years as UAE supports output hike

[Reuters] U.S. labor market very tight, job openings near record high in January

[Yahoo/Bloomberg] Democrats Target Oil Companies With Plan to Tax Windfall Profits

[Reuters] Iran nuclear talks stumble over unresolved Russian demands

[Bloomberg] Russian Prowess in Question With Military Bogged Down in Ukraine

[FT] Pimco stands to lose billions if Russia defaults on its debt

Wednesday Afternoon Links

[AP] Live updates: Putin: ‘Nationalists’ derailed evacuations

[Yahoo/Bloomberg] Ukraine Update: Kyiv Signals Basis for Talks as Mariupol Shelled

[Reuters] Putin rejected every U.S. off-ramp in Ukraine conflict, Blinken says

[Reuters] Russia, Belarus squarely in 'default territory' on billions in debt -World Bank

[Reuters] Wall Street rebounds on bank, tech boost

[Yahoo/Bloomberg] Oil Drops as UAE Calls For OPEC+ to Increase Oil Ouput Faster

[Yahoo/Bloomberg] Wheat Prices Plunge in Chicago With Global Stockpiles Rising

[Reuters] Ukraine accuses Russia of bombing childrens' hospital in besieged Mariupol

[Yahoo/Bloomberg] Americans May Have to Say Goodbye to Steak and Burgers as Beef Costs Rise

[Yahoo/Bloomberg] Russia Headed for One of Biggest Inflation Shocks in Decades

[Reuters] Lessors face legal quagmire as Russian plane repos stall

[Yahoo/Bloomberg] Steel Plants Across Europe Cut Production as Power Prices Soar

[Yahoo/Bloomberg] BlackRock Hedge Fund Raised Its Russia Bet, Suffered Record Loss

[Bloomberg] China Credit Contagion Turns Strong Developers Into Risky Bets

[WSJ] Will Inflation Stay High for Decades? One Influential Economist Says Yes

[WSJ] U.S. Housing Wealth Skewed Even More Toward Affluent Over Past Decade

[WSJ] Chinese Nickel Giant Tsingshan Faces $8 Billion Trading Loss as Ukraine War Upends Market

Tuesday, March 8, 2022

Wednesday's News Links

[Reuters] Scant progress evacuating Ukrainian civilians

[AP] Suffering goes on in encircled Mariupol as evacuation fails

[Yahoo/Bloomberg] Ukraine Update: Zelenskiy Says Evacuations Underway Near Kyiv

[Reuters] Any decision on jets for Ukraine must be taken by all NATO, Polish PM says

[Reuters] Ukraine warns of radiation leak risk after power cut at occupied Chernobyl plant

[Reuters] Kremlin tells United States to await response to "economic war"

[The Hill] Kremlin: US has declared 'economic war' against Russia

[Yahoo/Bloomberg] Oil Retreats Amid Huge Volatility After Russia Import Bans

[Yahoo/Bloomberg] U.S. Futures Buoyed by Dip Buying; Oil Loses Steam: Markets Wrap

[Reuters] Gold, palladium retreat from highs as risky assets stabilize

[Reuters] Banks, autos drive rebound in European stocks

[Yahoo/Bloomberg] Fed’s Biggest-Ever Bond-Buying Binge Is Drawing to a Close

[Reuters] Chinese firms that aid Russia may be cut off from U.S. equipment -commerce secretary

[Reuters] U.S. shale shortages to limit efforts to replace banned Russian oil

[USAT] US officials put Americans on alert for Russian cyberattacks as Ukraine war grows

[MSN/WP] A new iron curtain descends on Russia amid its invasion of Ukraine

[Yahoo/Bloomberg] Goldman Says China to Miss Growth Target on Oil Shock and Covid

[Yahoo/Bloomberg] Nickel Miner With Tsingshan Ties Sinks 23% Before Trading Paused

[AP] Ukraine bans exports of wheat, oats and other food staples

[Yahoo/Bloomberg] European Fertilizer Output Cuts Pose Risks for Food Prices

[Reuters] Food crisis grows as spiralling prices spark export bans

[Yahoo/Bloomberg] The World’s Next Food Emergency Is Here as War Compounds Hunger Crisis

[Reuters] China blames NATO for pushing Russia-Ukraine tension to 'breaking point'

[CNBC] China watches warily as Ukraine makes U.S., EU and Japan strengthen their alliance

[Reuters] Shanghai steps up defences against wave of asymptomatic COVID cases

[Reuters] Australia declares east coast floods a national emergency

[NYT] Loss of Russian Oil Leaves a Void Not Easily Filled, Straining Market

[NYT] Empty Stores and an Exodus: Hong Kong’s Covid Crackdown Stirs Panic

[FT] Traders raise bets on US inflation as commodity prices surge

[FT] What does banning Russian oil mean for global energy markets?

[FT] ECB pursues flexibility as divisions deepen over Ukraine crisis

[FT] Military briefing: Russian invaders exposed to guerrilla attacks

[FT] The secret US mission to bolster Ukraine’s cyber-defences ahead of invasion

[FT] Ukraine war likely to influence China on Taiwan, US intelligence chiefs say

[FT] Beijing takes ‘war lessons’ from Russia’s military tactics in Ukraine

Tuesday Evening Links

[Yahoo/Bloomberg] Ukraine Update: Russia Bombards Kyiv as Oil Hits Post-2008 High

[Yahoo/Bloomberg] U.S. and U.K. Ban Russia Oil Imports, Squeezing Putin on War

[AP] Pentagon says Poland’s jet offer for Ukraine ‘not tenable’

[Reuters] U.S. surprised at Poland's decision to give it fighter jets for Ukraine

[Yahoo/Bloomberg] Metal Traders Reel as Nickel Chaos Recalls Market’s Darkest Days

[The Hill] Angry Putin set to 'double down' in Ukraine, intel chiefs warn lawmakers

[Yahoo/Bloomberg] Oil Extends Gains With U.S. and U.K. Banning Russian Imports

[Yahoo/Bloomberg] Stocks Finish Lower After Whipsaw Day on War News: Markets Wrap

[Yahoo/Bloomberg] One Million Options Contracts on Biggest Russia ETF in Limbo

[Yahoo/Bloomberg] Russia to Restrict Some Raw-Material Exports, But Omits Details

[Reuters] China unsettled by Ukraine, but don't underestimate Xi's Taiwan resolve -CIA head

[Yahoo/Bloomberg] Coffee Industry Braces for More Supply Chain ‘Chaos’ as Oil Soars

[WSJ] NATO Members Mount Huge Operation to Resupply Ukrainian Fighters

[WSJ] Hundreds of Ships Trapped by Ukraine War, Endangering Sailors and Global Trade

[FT] Poland offers to transfer all of its MiG-29 fighters to US control

Tuesday Afternoon Links

[Reuters] Biden bans Russia oil imports to U.S., warns U.S. gasoline prices will rise further

[Yahoo/Blooomberg] U.K. Plans to Ban Russian Oil Imports in New Sanctions Move

[Yahoo/Bloomberg] Ukraine Update: U.S. Says Sanctions See Russian Economy ‘Crater’

[KN] Gold price hits all-time highs as investor risk sentiment falls sharply

[Yahoo/Bloomberg] Oil Jumps to $130 With U.S. and U.K. Set to Ban Russia Imports

[Yahoo/Bloomberg[ U.S. Stocks Erase Gains as Treasury Yields Rise: Markets Wrap

[Time] Shoppers Scramble for Staples as the Food Fallout From the War in Ukraine Spreads Around the World

[Reuters] New index shows U.S. inflation expectations shifting higher

[Yahoo/Bloomberg] McDonald’s to Shutter 850 Russia Stores After Backlash

[CNBC] Nickel’s price surge could threaten automakers’ ambitious electric-vehicle plans

[Reuters] Omicron sub-variant BA.2 makes up 11.6% of COVID variants in U.S. - CDC

[MoneyWeb] US spies see grim global outlook with Russia, China top foes

[WSJ] Higher Vehicle, Energy Imports Push January U.S. Trade Deficit to New Record

Monday, March 7, 2022

Tuesday's News Links

[AP] People flee embattled Ukraine city, supplies head to another

[Yahoo/Bloomberg] Biden Set to Ban U.S. Import of Russian Oil as Soon as Today

[Reuters] Russia warns on oil import ban as little progress is made at Ukraine talks

[Reuters] Russia calls for return to 'peaceful co-existence' with U.S. like during Cold War -Interfax

[CBS] U.S. working with Poland on deal to send fighter jets to Ukraine

[Reuters] UK says it will back Poland if decides to send jets to Ukraine

[AP] Explainer: What would happen if the US banned Russian oil?

[Yahoo/Bloomberg] Ukraine Update: Russia’s Gas Threat; Cease-Fire Talks Struggle

[CNBC] Crude oil jumps on report U.S. to ban Russian oil imports

[Yahoo/Bloomberg] Stocks Mixed as U.S. Nears Russia Oil-Import Ban: Markets Wrap

[Yahoo/Bloomberg] Russian Threat to Cut Gas Sends European Market Into Frenzy

[Yahoo/Bloomberg] Wheat Reaches Record, Surpassing Peak From Global Food Crisis

[Reuters] LME suspends nickel trading, cancels trades, after prices double to over $100,000

[Yahoo/Bloomberg] Historic Commodity Rally Sends Trading Houses Hunting for Credit

[Yahoo/Bloomberg] Hedge Funds Rush for Exit as ‘Volatility of Everything’ Surges

[Reuters] U.S., Canada motorists weigh cuts to spending as gas prices surge to record

[Yahoo/Bloomberg] China Construction Bank Gets Reprieve on Metal Margin Calls

[Yahoo/Bloomberg] China Asks Banks to Report Derivatives Risk as Markets Reel

[Yahoo/Bloomberg] China Sees Record Bond-Market Retreat by Foreign Investors

[Yahoo/Bloomberg] EU to Consider Massive Joint Bond Sales to Fund Energy, Defense

[Reuters] Carmakers face soaring metal costs with Russian supplies at risk

[Reuters] Remorseful Shell abandons Russian oil

[Reuters] Russia says it understands North Korea's move to renew missile launches -RIA

[Reuters] 'Tough 24 hours ahead' as rains drench Sydney, forcing snap evacuations

[Reuters] Hong Kong reports over 43,000 new COVID cases after new reporting system launched

[Reuters] COVID-19 can cause brain shrinkage, memory loss - study

[Bloomberg] China Considers Buying Stakes in Russian Energy, Commodity Firms

[Bloomberg] Chinese Tycoon Behind Big Nickel Short Faces Billions in Losses

[Bloomberg] Zoltan Pozsar on the Great Commodities Collateral Crunch in Funding Markets

[NYT] As Russia’s Military Stumbles, Its Adversaries Take Note

[WSJ] Banks in Europe Take Brunt of Market Selloff

[WSJ] Ukraine Conflict Triggers China’s Food Insecurities

[FT] Wheat and nickel prices hit records as assault on Ukraine cities intensifies

[FT] ‘Brutal’ selling in speculative tech stocks knocks Tiger Cub hedge funds

[FT] Russia’s banks turn from global ambitions to survival

Monday Evening Links

[AP] Crisis deepens, Ukraine accuses Moscow of ‘medieval’ tactics

[Reuters] Russia warns West of $300 per barrel oil, cuts to EU gas supply

[Reuters] Russia warns West over oil import ban as Ukraine talks make little headway 

[Yahoo/Bloomberg] Russia Threatens to Cut Gas Flows to Europe Via the Nord Stream 1 Pipeline

[Yahoo/Bloomberg] Ukraine Update: Russian Official Threatens Europe Gas Pipeline

[Newsweek] Zelensky Rejects Putin's Demands for Ending War: 'It's an Ultimatum'

[Reuters] What would a U.S. ban on Russian oil mean for the world?

[Reuters] U.S. lawmakers pressure Biden to help with transfer of European aircraft to Ukraine

[Yahoo/Bloomberg] Stocks Plunge, Materials Surge in Latest Turmoil: Markets Wrap

[Yahoo/Bloomberg] Wheat Settles at All-Time High as War Paralyzes Ukraine Trade

[Yahoo/Bloomberg] U.S. Coal Prices Soar as War Drives Global Commodities Rally

[Reuters] No inflation relief in sight for U.S. as impact of Ukraine war intensifies

[The Hill] China warns US against Pacific NATO

[Reuters] For foreign fighters, Ukraine offers purpose, camaraderie and a cause

[Yahoo/Bloomberg] Drivers Facing Record Gas Prices Say They'd Pay More To Stop War

[Yahoo/Bloomberg] China Sees Record Bond-Market Retreat by Foreign Investors

[Yahoo/Bloomberg] Here’s What Could Happen If China Invaded Taiwan

[Yahoo Finance] Russia-Ukraine war could bring 'biblical event' as global wheat supply disrupted: Expert

[WSJ] How Oil Giants’ Bets on Russia, Years in the Making, Crumbled in Days

[WSJ] Global Economy Braces for Impact of Russia’s War on Ukraine

[FT] Russia escalates shelling of cities as land advance stalls

[FT] Debate intensifies over proposals for Russian oil ban

[FT] US warns banks to be on high alert for Russia sanctions evasion

Monday Afternoon Links

[Reuters] Sending weapons to Ukraine will lead to 'global collapse' - Ifx cites Russian foreign ministry

[Yahoo/Bloomberg] Russia Oil Becomes Pariah on Embargo Risk and Shell Backlash

[Reuters] Russia insists on linking sanctions to nuclear talks, Iran stands firm

[Yahoo/Bloomberg] Ukraine Update: Europe Grapples With Russia Energy Reliance

[Yahoo/Bloomberg] S&P 500 Notches Worst Day Since October 2020: Markets Wrap

[Yahoo/Bloomberg] Oil Ends at Decade High as Specter of Russia Ban Rattles Market

[Reuters] Analysis: Confusion, but not panic, reigns in global finance in Russia’s wake

[CNBC] Russia's war on Ukraine a 'defining moment' of the century, says John Kerry

[NYT] Car Industry Woes Show How Global Conflicts Will Reshape Trade

Sunday, March 6, 2022

Monday's News Links

[AP] Russia sets cease-fire for evacuations but battles continue

[Reuters] Ukrainians trapped in besieged city as fighting blocks evacuation efforts

[AP] Ukraine says Russia steps up shelling of residential areas

[Reuters] Russia to open humanitarian corridors in Ukraine on March 7

[Yahoo/Bloomberg] U.S. Weighs Acting Sans Allies on Ban of Russian Oil Imports

[Yahoo/Bloomberg] Ukraine Update: Fresh Talks Planned; Russia Reiterates Demands

[Yahoo/Bloomberg] European Currencies Crumble, Havens Soar on Oil-Price Shock

[Yahoo/Bloomberg] Russia's ruble crashes 10% to a new record low

[Yahoo/Bloomberg] Oil Jumps Near $125 as Chance of Russian Ban Spurs Crisis Fears

[Yahoo/Bloomberg] Gold to Copper Rack Up More Gains as War in Ukraine Spurs Demand

[Yahoo/Bloomberg] Commodities Rack Up More Stunning Gains as Supply Fears Deepen

[Yahoo/Bloomberg] Brent Crude Jumps Above $120; Stocks Pare Losses: Markets Wrap

[Yahoo/Bloomberg] Wheat Surges Closer to Record as War Paralyzes Ukraine Supply

[Yahoo/Bloomberg] Nickel Jumps 40% as Russia Supply Risk Sparks Huge Short Squeeze

[Yahoo/Bloomberg] Palladium Smashes Record as Concern Over Russian Supply Mounts

[Yahoo/Bloomberg] European Gas Surges 79% as Market Mayhem Drives Prices to Record

[Reuters] Explainer: Is the war in Ukraine impacting Russian gas supplies to Europe?

[Yahoo/Bloomberg] Veg Oil Hoarding, Pricier Bread: War Ripples Through Global Food

[Yahoo/Bloomberg] Goldman Analyst Warns Cyberwarfare Could Inflict Economic Costs

[CNBC] Stephen Roach says Russian default would hit emerging markets — and China

[Reuters] China says friendship with Russia is 'rock solid'

[Reuters] China to provide Ukraine humanitarian aid, praises Russia ties

[Reuters] China confident of ensuring energy supply despite challenges

[Reuters] Mainland China daily local COVID cases climb to 2-year high

[Yahoo/Bloomberg] China Cases Climb; Global Deaths Near 6 Million: Virus Update

[Bloomberg] Gold Price Rises Above $2,000 as War in Ukraine Boosts Haven Demand

[Bloomberg] Bitcoin Drops to One-Week Low Amid Broad Risk-Off Markets Move

[WSJ] Chinese Tech Firms Weigh Opportunities in Russia After Western Pullout

[WSJ] Russia Recruiting Syrians for Urban Combat in Ukraine, U.S. Officials Say

[FT] Putin puts world on alert with high-stakes nuclear posturing

[FT] The chilling effect of sanctions on Russia

[FT] Russia’s war on Ukraine threatens a global food security crisis

Sunday Evening Links

[Yahoo/Bloomberg] Oil Soars as Russian Embargo Talk Fuels Fears of Supply Shortage

[CNBC] U.S. crude oil jumps to $125 a barrel, a 13-year high on possible Western ban of Russian oil

[Yahoo/Bloomberg] Stocks, Futures Drop as Oil Soars on Embargo Risk: Markets Wrap

[Reuters] Fighting traps residents in Mariupol; Putin calls on Ukraine to surrender

[AP] Live updates: Zelenskyy says Russia sanctions not sufficient

[Reuters] Russia is tightening its grip on Ukraine nuclear plant, says U.N. watchdog

[CNN] At a secret airfield in Eastern Europe, a multinational effort to send weapons to Ukraine proceeds at high speed

[Yahoo/Bloomberg] Ukraine Update: Netflix Leaves Russia; China Warns Its Nationals

[Yahoo/Bloomberg] Stakes Rise as Putin Says His War in Ukraine Will Continue

[Yahoo/Bloomberg] Stocks Face Oil Risks Amid Talk of Russia Embargo: Markets Wrap

[Reuters] U.S. gasoline prices soar to highest since 2008 on Russia conflict -AAA

[Reuters] Analysis: Chinese brands stay put in Russia for now despite Western exodus

[Reuters] Japan Inc feels the heat over Russia ties as rivals shun Moscow

[FT] US in ‘active discussions’ over Russian oil import ban as Moscow targets Ukraine urban centres

Sunday Afternoon Links

[Reuters] U.S., Europeans discussing banning Russian oil imports, Blinken says

[Yahoo/Bloomberg] U.S. Says Russian Oil Import Ban on the Table in Talks With EU

[Daily Mail] Russia warns it is at WAR with ANY country hosting Ukrainian fighter jets

[Daily Mail] Russian forces 'fire rockets at SECOND nuclear facility': Warning of 'large-scale ecological disaster'

[AP] Russian attacks halt plans to evacuate Ukrainian civilians

[Reuters] Putin says Ukraine responsible for March 3 power plant incident - Kremlin

[Reuters] Stop fighting, Putin tells Ukraine, as anti-war protests grow

[Yahoo/Bloomberg] Ukraine Update: Blinken Says U.S., Allies Discussing Oil Embargo

[Yahoo/Bloomberg] Russia Says Sanctions Determine If Foreign Bondholders Get Paid

[Reuters] More than 4,300 detained at anti-war protests in Russia

[Yahoo/Bloomberg] After Whiplash Week in Markets, Traders Prep for More Volatility

[Yahoo/Bloomberg] China Is Hidden Risk for Emerging Markets That’s Split Traders

[WSJ] Biden Caught Between Inflation and Calls to Ban Russian Oil

[WSJ] Russian Banks Turn to China to Sidestep Cutoff From Payments Systems

[WSJ] China Opposes Sanctions and Has a Reputation for Busting Them

Sunday's News Links

[Reuters] Kyiv digs in for battle as fighting flares in areas nearby

[AP] Live updates: Blinken: US, allies discuss Russia oil imports

[Reuters] Ukrainian refugees near 1.5 million as Russian assault enters 11th day

[Yahoo/Bloomberg] Ukraine Update: Russia’s VTB Bank Reportedly Set to Exit Europe

[Yahoo/Bloomberg] Putin Warns Ukraine as Safe-Passage Plans Descend Into Chaos

[Reuters] Russia, without evidence, says Ukraine making nuclear "dirty bomb"

[AP] Russian war in world’s ‘breadbasket’ threatens food supply

[Yahoo/Bloomberg] Gasoline Soars Above $4 a Gallon for Most U.S. Drivers

[Yahoo/Bloomberg] Oil Market to Get Even Tighter on Russia Disruptions, Says Vitol

[Reuters] Chinese city of Qingdao reports Omicron outbreak among students

[Yahoo/Bloomberg] China Cases Surge; Australian Gold Output Declines: Virus Update

[Bloomberg] Russian Banks Turn to China as Visa, Mastercard Suspend Business

[Bloomberg] Xi Says China Can’t Rely on World Markets for Food Security

[WSJ] U.S., Poland Look at Providing Soviet-Era Aircraft to Ukraine

[WSJ] Oil Buyers Paying Record Premiums for Prompt Deliveries

[WSJ] This Russian Metals Giant Might Be Too Big to Sanction

[FT] Food crisis looms as Ukrainian wheat shipments grind to halt

[FT] Investors fret over default protection for Russian bonds

[FT] Ukraine invasion fuels ‘fastest growing refugee crisis in Europe since second world war’

[FT] How Russia’s airline industry was pushed to the brink in a week

Saturday, March 5, 2022

Saturday Evening Links

[Reuters] Russia calls on EU, NATO to stop arms supplies to Ukraine 

[AP] Putin says Ukraine’s future in doubt as cease-fires collapse

[AP] Zelenskyy’s ‘desperate’ plea to Congress: Send more planes

[The Hill] Russia weighs risks of launching cyberattacks against the West

[Reuters] Blinken speaks with Chinese foreign minister on Ukraine: State Dept.

[MSN/WP] U.S. gas prices are rising at fastest pace ever as Russia intensifies invasion of Ukraine, AAA says

[Bloomberg] Russia Energy Chaos Triggers the Biggest Market Shock in Decades

[FT] US works with Poland to provide Ukraine with fighter jets

Saturday's News Links

[Reuters] Putin says Western sanctions are akin to declaration of war

[Reuters] Russia says Ukraine thwarting progress by seeking to involve NATO

[Reuters] Kremlin says the West is behaving like a bandit

[Yahoo/Bloomberg] Ukraine Update: Putin Issues Fresh Warning to Kyiv on Statehood

[CNBC] Ukraine says Russia has violated ceasefire agreement; evacuation of civilians suspended in Mariupol

[MSN/WP] Russia’s Ukraine invasion could be a global economic ‘game changer’

[The Hill] Russia weighs risks of launching cyberattacks against the West

[Reuters] UK will speed up sanctions against Russians, Johnson says

[CNN] Four ways the world has changed since Russia invaded Ukraine

[Reuters] Russia says West's sanctions create a 'problem' for Iran nuclear deal

[MSN/WP] China says it seeks to ‘resolve’ Taiwan question, amid comparisons to Ukraine

[Reuters] China announces South China Sea drills close to Vietnam coast

[Reuters] With fast-weakening rouble and fears for future, Russians rush to shop

[WSJ] How the West Unplugged Russia From the World’s Financial Systems

[WSJ] Ukraine Has Accused Russia of Using Thermobaric Weapons. Here’s What Makes Them So Devastating.

[WSJ] How U.S. Stimulus Payments May Have Helped Fuel the Meme-Stock Craze