1. Quant Funds Dump Treasuries Positions Adding to Selloff – Bloomberg Markets
2. European assets are looking ‘pretty attractive,’ there’s room to rally – CNBC
3. HK’s dollar peg faces new scrutiny as security law looms – FT
4. The Dow Is Soaring Because the Jobs Report Was Fantastic – Barron’s
5. Inventor of Wind Turbine Trying to Harness Unlimited Power – Bloomberg Green
6. Singapore banks draw rising deposits from protest-hit HK – FT
7. The Bulls Have Taken Back the Stock Market – WSJ

So, you’re convinced that low rates are powerful stimulus. You believe, like any good standing Economist, that reduced interest costs can only lead …

From QE to Eternity: The Backdoor Yield Caps

1. European PMIs look troubling – FT Alphaville
2. When businesses can’t pay their rent – Washington Post
3. The biggest 50 day rally in history – Bloomberg Opinion
4. Another story on the incredible 50-day rally – CNBC
5. Wall Street Warning to Corporate America: Get Cash While You Can – Bloomberg
6. ECB Unveils Bigger-Than-Expected Boost to Crisis Bond Buying – Bloomberg Economics
7. A $1 Trillion Fed-Fueled Borrowing Bonanza for the Creditworthy – Bloomberg Businessweek
8. Why Mr. Market Ignores a World in Turmoil – WSJ
9. Hedge funds brace for second stock market plunge – FT

1. Are we heading into another Depression? – FT
2. Negative interest rates could be needed for a ‘V’ recovery – CNBC
3. The most hated rally in history just won’t stop – Bloomberg Opinion
4. The Mighty U.S. Dollar Is Having a Wobble – Bloomberg Opinion
5. There’s more to house prices than interest rates – Bank Underground
6. Rally gains steam, Dow up 400 points on hope of economic recovery – CNBC
7. US yield curve steepens as 30-year Treasury falls from favour – FT
8. Even Stock Optimists Grow Nervous About Rally – Bloomberg Markets

1. JPMorgan’s Math Shows Why U.S. Stocks Can Keep Rallying – Bloomberg
2. There are risks to liquidity from rock-bottom rates – Financial Times
3. Stocks’ Extreme Disconnect Demands a Perfect V – John Authers, Bloomberg

1. Banks Have a Mountain of Deposits So They Don’t Need PPP Funding – Bloomberg
2. Fed Should Resist Market Pressure to Do More – Mohamed El-Erian, Bloomberg
3. Wall Street is little moved by protests roiling the US – Financial Times