What I Am Reading
Monday, February 21, 2022
Markets
- Stock Market’s Next Move Is Lower. It’s Not Just Russia and the Fed.Barron's
- Stocks fall, bonds rise on Ukraine tensionsReuters
- Rising Treasury Yields Are Diminishing the Appeal of Dividend StocksBarron's
- Europe Looks Beyond Russia for Natural Gas. These Companies May Benefit.Barron's
- Russia-Ukraine Tensions Power Gold to Eight-Month HighsWall Street Journal
Central banks
- Ukraine and Inflation Are Wild Cards as Western Central Banks Look to Reset PolicyBarron's
- The Fed Is Scrambling to Tame Inflation While Avoiding a RecessionBarron's
- How the Fed Will Reduce Its Balance Sheet: Slow and SteadyBarron's
- Fed chief Powell to give policy update to Congress in early MarchReuters
US
Europe
China
Geopolitics & trade
- NATO's chief says Russia could invade Ukraine 'without any warning'CNBC
- Russia Extends Belarus Drills for Thousands of Troops as Ukraine Violence EscalatesWall Street Journal
- Alexander Gabuev writes from Moscow on why Vladimir Putin and his entourage want warEconomist
- Whether he invades Ukraine or backs down, Putin has harmed RussiaEconomist
- Why Russia has never accepted Ukrainian independenceEconomist
- Ukraine’s second city braces for war. Sort ofEconomist
- Ukraine braces for cyber invasionEconomist
- China wants to insulate itself against Western sanctionsEconomist
Industries & companies
- Consumer discretionary:Amazon's sprawling grocery business has become an 'expensive hobby'CNBC
- Pharma:Covid-19 Pill Access at Risk as Pharmacies Push for Bigger PaymentsWall Street Journal
- Tech:Why Apple, Amazon and Google Are Uniting on Smart-Home Tech: Matter ExplainedWall Street Journal
- Tech:Apple Finds Itself Under Scrutiny in Washington’s Big Tech ClampdownWall Street Journal
Beyond markets
- Beijing Winter Olympics End With Record Gold Haul for ChinaBloomberg
- The true cost of empty officesEconomist
- Thanks to Remote Work, Many in Gen Z May Never Work in an Office. Will It Matter?Wall Street Journal
- Massive Credit Suisse leak reportedly reveals possible criminal ties among 18,000 accountsCNBC