- Lower bond yields are no longer good news for stocks – El-Erian in the FT
- The China Trade May Be Just Starting to Unravel – Authers in Bloomberg
- Bonds’ Odd Behavior May Presage Weaker Second-Half Economy – Barron’s
- Has the Fed Boxed Itself Out of a Smooth Taper? – Bloomberg Opinion
- Reversal of Long-Term Forces May Add to Inflation Threat – WSJ
- Don’t Depend on Stocks and Bonds to Hedge Each Other – Bloomberg Businessweek
- Governments World-Wide Gorge on Record Debt – WSJ
- Fed’s Treasury Purchases Boost Housing Market, Too – Bloomberg