March 01 (Tuesday)
Latest Morning Briefing Executive Summary: Inflation in the Second Cold War
The end of the Cold War in the late 1980s was very disinflationary—perpetuating freer trade, greater global prosperity, and lower inflation. Will February 24, 2022 mark the start of Cold War 2.0 and with it the Great Inflation 2.0? To answer that, we look at the history of inflation from a geopolitical perspective before we examine four powerful constraints on inflation, the “4Ds”—some of which have been weakening. … Also: a look at what’s been keeping frackers from fracking more oil.
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YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on February 28.
Markets
Stocks Fall, Oil Leaps as Ukraine Crisis Deepens | W
Bond Market Shakes Off Hefty Swings in Sentiment | W
US
In speech, Biden to shift from Build Back Better bill to 4-point economic rescue plan | R
How Lopsided New District Lines Deepen the U.S. Partisan Divide | NYT
U.S. Positioned to Withstand Economic Shock From Ukraine Crisis | W
Inflation Raises Expenses for Pension Funds | W
A Little-Noticed Reason Workers Quit: Too Little Work | W
Ukraine conflict I
Ukraine calls for no-fly zone to stop Russian bombardment | R
Ukraine, Russia Fail to Agree on Cease-Fire, as Moscow Shelling Kills Civilians | W
Ukraine ‘not ready to surrender or capitulate’: Ukraine foreign minister | C
Russia-Ukraine Conflict: Why the Russians Are Struggling | National Review
A pandemic spent in isolation may have driven Putin mad | P
U.S. Looks to Make China Pay for Close Ties to Russia in Ukraine Crisis | W
Ukraine conflict II
Russia Sanctions: What Are the Latest Measures Imposed by the U.S., U.K. and EU? | B
Central Bank Sanctions Breach Fortress Russia, Halt Intervention | B
Shell to Exit Joint Ventures With Gazprom, Citing Russia Invasion of Ukraine | W
BP’s Sudden Russia Exit Exposes Risks for Western Companies in Ukraine Crisis | W
Russian oligarchs move yachts as U.S. looks to ‘hunt down’ and freeze assets | C
Russia Hits Back on Sanctions, Bars EU Carriers From Skies | B
Industries & companies
Autos: Tesla shares rally on expectations German factory will open in March | C
Virus
Pfizer vaccine was just 12% effective for kids in omicron surge: study | C
California, Oregon and Washington to end school mask mandates after March 11 | R
