Stocks, Bonds, & QE-2.5

(1) It’s official: The WSJ says the global boom is driving earnings and stock prices higher. (2) The front-page curse? (3) Will the ninth quarter of positive surprises be the ninth inning for the bad-news bulls? (4) QE-2.0 liquidity has been lifting earnings along with valuations. (5) QE-2.5 is next with no change in ZIRP. (6) Trading range for bonds. (7) Global exports boom charging up earnings. (8) Bernanke speaks. Markets listen. (9) Second slowdown ahead? (10) “Source Code” (-).