QE-7.0. Global Backlash. Materials

(1) Seven incredible quarters for earnings. (2) Will stocks correct if QE-2.0 is curtailed? (3) Stocks remain cheap. (4) The three-legged stool is still standing. (5) Purchasing managers, regime change, and QE-2.0. (6) Professor Bernanke lectures students and the world. (7) German Finance Minister says Fed is “clueless.” (8) Bernanke is a long-time advocate of devaluation. (9) FOMC dissidents. (10) Zoellick’s Gold Standard. (11) How much longer can commodity prices and EM currencies go vertical? (12) Industrial Gases and Specialty Chemicals should be overweighted. NOTICE: Our Morning Briefings are now available on FactSet.