Operation Twist and the Deflation Trap

(1) A whiff of deflation. (2) Extending the extended period. (3) Bullard’s Operation Twist. (4) Bernanke on stopping deflation in 2002. (5) Bernanke's three easing pieces. (6) Investors are dazed and confused by divergence between profits and economy. (7) Bearish sentiment just as bad as during March 2009. (8) Fundamental Stock Market Indicator weakens along with consumer confidence. (9) Contrarian bulls enjoy big gains in euro and pound. (10) A batch of soft indicators confirms soft patch. (11) Auto-related stocks making pit stop. NOTICE: Our Morning Briefings are now available on FactSet.