Weekend Links 15-16 January, 2022

‘At Templestowe’ 1889 Arthur Streeton, Art Gallery of South Australia

Macro & Markets

• U.S. Says Russia Is Preparing Operations to Justify Ukraine Attack – Bloomberg
• Cyberattack hits Ukraine as U.S. warns Russia could be prepping for war – Reuters
• What to expect in a year of policy tightening and US interest rate rises – SCMP
• Powell says Fed will lift rates if needed to contain ‘severe threat’ of inflation – Ninefax
• China agrees with U.S. to release oil reserves near Lunar New Year – Reuters
• Central banks start turning off the cash taps – Reuters
• Supply Chain Snarls May Be Here to Stay, Too – Bloomberg
• Fed officials say rate hikes near as inflation soars – Reuters
• Ukraine hacks add to worries of cyber conflict with Russia – AP News
• The Bond Market Refuses to Accept Economic Reality – Bloomberg
• This Is a Broad Inflation Problem. Can It Be Controlled? – Bloomberg
• Putin Launches an Unwelcome Cold War Reboot – Bloomberg
• China Is Watching Ukraine With a Lot of Interest – The Atlantic
• The pipeline at the center of geopolitical drama – Vox
• Welcome to the New Cold War – The Nation