The Death of the Bond Cult?

(1) Is the Old Normal making a comeback? (2) Even New Normal proponents are raising their Q4 and 2011 GDP forecasts. (3) Bond market wants Washington and Fed to cease and desist. (4) Bond vs. stock cults. (5) Too many bulls pulling Santa’s sleigh? (6) Bond Vigilantes fighting the Fed. (7) Bernanke’s incredibly disingenuous interview upsets bond investors. (8) Q4 GDP is looking on the up and up despite inventory drag. (9) Retail sales looking a lot like Christmas. (10) Retailers have more upside. NOTICE: Our Morning Briefings are now available on FactSet.