Thanks for checking in with us for this early morning linkfest.  Good luck out there today.

Global stock market performance year-to-date.  (Bespoke, Global Macro Monitor)

The yen carry trade and the S&P 500:  a divergence.  (dshort)

What effect will the end of QE2 have on “junk stocks“?  (Marketwatch)

Why bank stocks could be stagnant for a long time.  (Falkenblog)

Google (GOOG) is terming out their commercial paper.  (FT, WSJ)

More signs of slowing economic growth.  (Free exchange, Capital Spectator)

Stagflation in the UK.  (FT Alphaville, (Smart Money Europe, Bloomberg)

Three things Josh thinks are bottoming.  (The Reformed Broker)

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