My morning reads (Continued here):
• How close is the Fed to “mission accomplished”? (Gavyn Davies)
• Bull’s Achilles Heal: Weak Consumer Stocks (Barron’s) but see A financial tour around the world (Humble Student of the Markets)
• Bond Market Has $900 Billion Mom-and-Pop Problem When Rates Rise (Bloomberg)
• Inflation is back on Wall Street agenda (MoneyBeat) see also Inflation Hysteria (Tim Duy’s Fed Watch)
What's been said:
Discussions found on the web: