February 15 (Tuesday)

YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on February 14.

Markets
As markets churn over Russia-Ukraine conflict, history shows fleeting impact | R

Central banks
Fed’s Bullard says the central bank’s ‘credibility is on the line,’ needs to ‘front-load’ rate hikes | C
Central Bank Should Weigh Asset Sales to Curb Inflation, Says Fed Official | W
PBOC Pumps in More Liquidity to Boost China Economic Growth | B

US
Wall Street’s go-to recession indicator is starting to get attention | NN
Manchin Pushes Democrats to Revisit Tax-Rate Hikes, Sinema Could Present a Roadblock | W
Biden rages and rambles in interview because he has no good answers on inflation or masks | P

Supply-chains
Trucking Rates, Delays Increase Amid Canada Disruptions | W
Canada’s Trudeau Invokes Emergency Powers to Address Trucker Protests | W
Truck driver shortage demands action — better wages, working conditions are part of the solution | TheHill
 
Geopolitics & trade
Russia Accelerates Troop Buildup Along Ukraine Border | W
U.S. embassy in Kyiv closes, citing an acceleration of Russian threat | C

Industries & companies
Pharma: Moderna, Pfizer stocks fall as Covid omicron wave subsides in U.S. | C
Real estate: People Are Going Out Again, but Not to the Office | W

Corporate finance
Intel Nears Roughly $6 Billion Deal to Buy Tower Semiconductor | W