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What I Am Reading

Tuesday, February 15, 2022

Markets

As markets churn over Russia-Ukraine conflict, history shows fleeting impactReuters

Central banks

Fed's Bullard says the central bank's 'credibility is on the line,' needs to 'front-load' rate hikesCNBC
Central Bank Should Weigh Asset Sales to Curb Inflation, Says Fed OfficialWall Street Journal
PBOC Pumps in More Liquidity to Boost China Economic GrowthBloomberg

US

Wall Street's go-to recession indicator is starting to get attentionCNN
Manchin Pushes Democrats to Revisit Tax-Rate Hikes, Sinema Could Present a RoadblockWall Street Journal
Biden rages and rambles in interview because he has no good answers on inflation or masksNY Post

Supply-chains

Trucking Rates, Delays Increase Amid Canada DisruptionsWall Street Journal
Canada’s Trudeau Invokes Emergency Powers to Address Trucker ProtestsWall Street Journal
Truck driver shortage demands action — better wages, working conditions are part of the solutionTheHill

Geopolitics & trade

Russia Accelerates Troop Buildup Along Ukraine BorderWall Street Journal
U.S. embassy in Kyiv closes, citing an acceleration of Russian threatCNBC

Industries & companies

Pharma:Moderna, Pfizer stocks fall as Covid omicron wave subsides in U.S.CNBC
Real estate:People Are Going Out Again, but Not to the OfficeWall Street Journal

Corporate finance

Intel Nears Roughly $6 Billion Deal to Buy Tower SemiconductorWall Street Journal