What I Am Reading
Monday, March 14, 2022
Markets
- War and sanctions have caused commodities chaosEconomist
- Russia-Ukraine War Threatens Wheat Supply, Jolts PricesWall Street Journal
- Oil prices fall, continuing downward trend from last weekReuters
- Hedge Funds’ Commodity Bets Soar After Russia’s Invasion of UkraineWall Street Journal
- What the U.S. Can Do to Combat Rising Energy Prices. Just Turning on the Taps Is Not an Option.Barron's
- It’s the Beginning of the End for Russian Gas in Europe. These Stocks Should Benefit.Barron's
Central banks
US
Europe
Supply-chains
Ukraine-Russia I
- Will China offer Russia financial help?Economist
- China faces consequences if it helps Russia evade sanctions, U.S. saysReuters
- U.S. Won’t Negotiate Ukraine-Related Sanctions With Russia to Save Iran Nuclear DealWall Street Journal
- U.S. Moves to Deny Russia ‘Most Favored’ Trade StatusWall Street Journal
Ukraine-Russia II
- Russian strike on base brings Ukraine war close to NATO's borderReuters
- Putin’s pre-invasion moves against Google and Apple laid tech groundwork for crackdownWashington Post
- Russian soldiers expecting to be welcomed to Ukraine were soon disabusedEconomist
- Millions Are Fleeing Ukraine, Some Are Going BackWall Street Journal
- Reexamining Putin’s Military Interventions in the Middle EastThe New Yorker
- The West’s Economic War Plan Against RussiaWall Street Journal
Ukraine-Russia III
- Vladimir Putin is pushing Russia into the pastEconomist
- The Stalinisation of RussiaEconomist
- A Scholar of Stalin Discusses Putin, Russia, Ukraine, and the WestThe New Yorker
- The World That Putin Has MadeWall Street Journal
- Putin’s War Will Change the World. Here’s How.Barron's
- Inside Putin’s circle — the real Russian eliteFinancial Times
Geopolitics & trade
Industries & companies
- Autos:As Gas Prices Soar, Buyers Find Fewer Fuel-Efficient Car OptionsWall Street Journal
- Communication services:Forget 5G. Let’s Talk About 6G.Wall Street Journal
- Defense:Military Spending Surges in Europe. These Stocks Stand to Benefit.Barron's