What I Am Reading
Monday, February 14, 2022
Markets
- Inflation, Ukraine Invasion Threat Stoke Outlook for More Stock VolatilityWall Street Journal
- Inflation, Interest-Rate Jitters, and Putin Are Brewing a Fierce Storm for the Stock MarketBarron's
- We've reached peak Fed maniaCNN
- What would happen if financial markets crashed?Economist
- Natural Gas Has Seen Big Price Swings. Why Investors Should Buckle Up.Barron's
- The truth about dirty assetsEconomist
Central banks
US
- Inflation Is Everywhere, Including Places You Might Not ExpectWall Street Journal
- Inflation Was Hottest in Atlanta, Mildest in San Francisco in 2021Wall Street Journal
- Is Recession The Only Cure For Inflation?Investing.com
- Biden's Stimulus Made Inflation WorseNational Review
- Democrats and Republicans Stop Fighting, Start Passing BillsWall Street Journal
Emerging
- India’s Economy Hinges on the Return of Workers Who Fled to Their VillagesWall Street Journal
Geopolitics & trade
- Biden Speaks to Ukrainian Leader Volodymyr Zelensky as Prospect of Conflict LoomsWall Street Journal
- Pentagon orders departure of U.S. troops in UkraineCNBC
- Biden Warns Putin of ‘Swift and Severe Costs’ of Invading UkraineWall Street Journal
- White House national security advisor describes what Russian attack on Ukraine might look likeCNBC
- Diplomacy has created an opening for detente in Ukraine, but beware a trapEconomist
- A beleaguered Olaf Scholz launches a diplomatic offensiveEconomist
- Despite thriving trade, China’s relationship with Brazil is weakeningEconomist
- U.S., Japan and South Korea Present United Front on North KoreaWall Street Journal
Industries & companies
- Autos:Ford Stock’s Rally Is Fizzling. Why Its Stock Is Still a Buy.Barron's
- Energy:Exxon Stock Has Surged. A Big Investor Sold $120 Million of Shares.Barron's
- Real estate:4 Stocks That Could Thrive During InflationBarron's
- Tech:After the Great Resignation, Tech Firms Are Getting DesperateWIRED
Corporate finance
- Cisco Made $20 Billion-Plus Takeover Offer for SplunkWall Street Journal
- Private Equity Surges in China as Broader M&A Market StallsWall Street Journal
Technology
- Elon Musk Says SpaceX Could Use Florida Site to Test Starship RocketWall Street Journal
- The Technology That’s Helping Companies Thrive Amid the Supply-Chain ChaosWall Street Journal
Virus
- Omicron’s Threat to Global Economy Increasingly Runs Through ChinaWall Street Journal