February 14 (Monday)

YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on February 7.

Markets
Inflation, Ukraine Invasion Threat Stoke Outlook for More Stock Volatility | W
Inflation, Interest-Rate Jitters, and Putin Are Brewing a Fierce Storm for the Stock Market | BR
We’ve reached peak Fed mania | NN
What would happen if financial markets crashed? | E
Natural Gas Has Seen Big Price Swings. Why Investors Should Buckle Up. | BR
The truth about dirty assets | E

Central banks
A Half-Point Fed Rate Hike Now Seems Probable. Here’s How to Tell What’s Next. | BR
Fed’s Daly advocates for a ‘measured’ approach as rate hike expectations rise | C
 
US
Inflation Is Everywhere, Including Places You Might Not Expect | W
Inflation Was Hottest in Atlanta, Mildest in San Francisco in 2021 | W
Is Recession The Only Cure For Inflation? | Investing.com
Biden’s Stimulus Made Inflation Worse | National Review
Democrats and Republicans Stop Fighting, Start Passing Bills | W

Emerging
India’s Economy Hinges on the Return of Workers Who Fled to Their Villages | W

Geopolitics & trade
Biden Speaks to Ukrainian Leader Volodymyr Zelensky as Prospect of Conflict Looms | W
Pentagon orders departure of U.S. troops in Ukraine | C
Biden Warns Putin of ‘Swift and Severe Costs’ of Invading Ukraine | W
White House national security advisor describes what Russian attack on Ukraine might look like | C
Diplomacy has created an opening for detente in Ukraine, but beware a trap | E
A beleaguered Olaf Scholz launches a diplomatic offensive | E
Despite thriving trade, China’s relationship with Brazil is weakening | E
U.S., Japan and South Korea Present United Front on North Korea | W

Industries & companies
Autos: Ford Stock’s Rally Is Fizzling. Why Its Stock Is Still a Buy. | BR
Energy: Exxon Stock Has Surged. A Big Investor Sold $120 Million of Shares. | BR
Real estate: 4 Stocks That Could Thrive During Inflation | BR
Tech: After the Great Resignation, Tech Firms Are Getting Desperate | WIRED

Corporate finance
Cisco Made $20 Billion-Plus Takeover Offer for Splunk | W
Private Equity Surges in China as Broader M&A Market Stalls | W

Technology
Elon Musk Says SpaceX Could Use Florida Site to Test Starship Rocket | W
The Technology That’s Helping Companies Thrive Amid the Supply-Chain Chaos | W

Virus
Omicron’s Threat to Global Economy Increasingly Runs Through China | W
 
Beyond markets
Brokers, Casinos, and Social Media Are Turning Nearly Everyone Into Digital Addicts | BR