Saturday Hark Back - 21 Jan 2023

BoJ holds its nerve, the ECB gets tough and more US debt ceiling worries.

Capturing the themes of the week when there’s time to digest them.

• BoJ tweaks as Kuroda shows his mettle:

  • The Gryning Times - BoJ Kuroda's fight

  • ZeroHedge - The BoJ tweak

• ECB tells the market how it is:

  • Nordea - ECB firmly on the road to more 50bp hikes

  • ING - Job is far from done

• US debt ceiling:

  • Lyn Alden - Debt Ceiling 2021 but still relevant

  • Axios - Debt ceiling fight set to cross the rubicon

 

🎧 Education for the ears podcasts

• Forward Guidance - BoJ widow-makes once again with Weston Nakamura

• MacroVoices - Lyn Alden Macro Outlook 2023

• Blockworks - Transitory goldilocks is here with Darius Dale

 

🥳 To lighten the mood

• The Hill - 10 reasons to take UFOs seriously

• Around the NFL - Divisional round preview

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