Monday, March 28, 2022

Monday, March 28, 2022
Doug Noland Posted on March 27, 2022

[Reuters] Ukraine talks to resume; Kremlin calls Biden remarks “alarming”

[Reuters] Ukraine insists on territorial integrity as talks loom

[Yahoo/Bloomberg] Stocks Advance as Global Bond Yields Stabilize: Markets Wrap

[Yahoo/Bloomberg] China Stocks Fall as Shanghai Lockdown Deepens Growth Concerns

[Yahoo/Bloomberg] Yen Tumbles to Seven-Year Low as BOJ Diverges Further From Fed

[Yahoo/Bloomberg] Global Bond Rout Deepens on Fear Rate Hikes Will Stoke Recession

[Yahoo/Bloomberg] Oil Falls With China’s Worsening Virus Flare-Up, Growth Concerns

[Yahoo/Bloomberg] Russian Weekly Oil Exports Drop 26% as Buyers Look Elsewhere

[MW] U.S. trade deficit in goods slips for first time in three months after setting record

[Yahoo/Bloomberg] Shanghai Locks Down Half of City to Fight Covid Outbreak

[Reuters] China’s Shanghai split in two for COVID lockdown as asymptomatic cases surge

[Reuters] BOJ offers to buy unlimited 10-year bonds to defend yield ceiling

[Reuters] Bank of England’s Bailey sees risks from commodity trading frenzy

[CNBC] India is snapping up cheap Russian oil, and China could be next

[CNBC] Xi’s gamble on Putin may be the most dangerous and short-sighted of his nine years in power

[Bloomberg] Russia Signals Payments Coming for Bonds Due in April 2022, 2042

[WSJ] Oil Prices Stay High as Russian Crude Shortage Hits Market

[WSJ] A Middle East Geopolitical Realignment Accelerates to Confront and Contain Iran

[FT] Russia sanctions snarl global financial system in legal wrangling

[FT] Ukraine war accelerates the stealth erosion of dollar dominance

[FT] Shanghai split by lockdown as officials struggle to contain Covid outbreak

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