Reflationists and Others

(1) Dudley and Bryan. (2) The Cross of Gold. (3) More mandate madness. (4) Does the Fed really control inflation? (5) Can the Fed offset the forces of deflation? (6) Is China tightening because the Fed is easing? (7) Dudley claims that QE2.0 isn’t the same as monetizing the government’s debt? Is he kidding? (8) A big conundrum for bond investors. (9) Add Countrywide Gate to Foreclosure Gate. (10) Headwinds for stocks. (11) Earnings Month. NOTICE: Our Morning Briefings are now available on FactSet.