Thanks for checking in with Abnormal Returns for seven (or so) links at 7AM Eastern. Good luck out there today.
As the bonds on financials go, so goes the S&P 500. (EconomPic Data)
The slope of the yield curve is signaling tough times ahead once you adjust for ZIRP. (Bloomberg)
Equities of late have become big inflation doves. (Crossing Wall Street)
A look at Pimco’s bet on continued low interest rates. (Economic Musings)
Paulson & Co. is girding for investor redemptions. (Dealbook)
Can you model a balance sheet recession? (Pragmatic Capitalism)
This is no way to run a common currency. (Capital Spectator)