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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)

The reviews of the Apple iPhone 4S are rolling in with raves for Siri and the new camera.  (WSJ, NYTimes, Bloomberg, Daring Fireball, This is my next, TechCrunch, Wired)

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