Banks. Homes. Inflation. Earnings. Energy

(1) Obama leans on bankers to lend. (2) Clinton and Bush leaned on bankers to lend. (3) “We are on the precipice.” (4) Must reading: Sowell’s book on the housing debacle. (5) The Fed’s ZIRP is a mistake. (6) Resource Utilization Rate remains depressed. (7) Update on sector forward earnings. (8) Oil demand falling in Old World, rising in New World. (9) Energy still has energy.