Thursday, March 3, 2022

Thursday, March 3, 2022
Doug Noland Posted on March 2, 2022

[Reuters] Ukraine defense lines are holding, Zelenskiy says

[AP] Refugee count tops 1 million; Russians besiege Ukraine ports

[AP] Russia-Ukraine War: What to know on Day 7 of Russian assault

[Yahoo/Bloomberg] Billionaire Says ‘Iron Curtain’ Has Descended: Ukraine Update

[Reuters] Russian column stalled for days outside Kyiv

[Axios] Satellite images show devastation in Ukraine

[Reuters] Russian rouble falls to new lows after ratings downgrades

[Reuters] Commodities: Gas and aluminium hit fresh records; oil, wheat soar on supply turmoil

[Yahoo/Bloomberg] Putin Sets Commodities Up for Biggest Weekly Gain Since 1960

[Yahoo/Bloomberg] Stocks Steady, Commodities Rise on War in Ukraine: Markets Wrap

[Reuters] Oil surge rattles markets as Ukraine conflict intensifies

[Reuters] Oil prices hit multi-year highs as supply tightens

[CNBC] Jobless claims total 215,000, less than expected

[Yahoo/Bloomberg] Rapid Wage Growth in U.S. Isn’t Going Anywhere Any Time Soon

[Yahoo/Bloomberg] Traders Stockpiling Bonds Are Causing a Great Collateral Squeeze

[Yahoo/Bloomberg] The Default Question Hangs Over Russia’s Frozen Bond Market

[Politico] Russia crisis forces Pentagon to rework defense strategy on the fly

[Reuters] Analysis: Russia-Ukraine conflict highlights wheat supply vulnerability

[Reuters] Russia halts deliveries of rocket engines to the U.S.

[The Atlantic] What Happens When We Back Putin Into a Corner

[Yahoo/Bloomberg] Europe Eyes Costly Options to Live Without Russian Natural Gas

[Reuters] SocGen warns it could be stripped of Russian business

[Reuters] China calls reports on Chinese-Russian coordination on Ukraine ‘fake news’

[Reuters] Half a million Australians face flood evacuation orders

[Bloomberg] Improved Russia-China Ties Have Ominous Implications for the U.S.

[Bloomberg] Two More Commercial Mortgage Bonds Put On Hold Amid Market Weakness

[WSJ] Ukraine War Plunges Auto Makers Into New Supply-Chain Crisis

[WSJ] Companies Divesting From Russia Are Facing Big Write-Downs

[WSJ] Chinese Property Developers’ Broken Promises Erode Investor Confidence

[WSJ] In China, Fewer Are Willing to Splurge as Economic Worries Mount

[FT] Commodity prices soar to highest level since 2008 over Russia supply fears

[FT] Oil hits highest level in 9 years and wheat prices surge

[FT] Xi unlikely to ditch his ‘best friend’ Putin despite Ukraine pressure

[FT] Turkish inflation pushes past 54% as food and energy prices soar

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