Cold War II

(1) The Dirty Half-Dozen: Six worries for the bulls according to the bears. (2) Hot and cold world wars. (3) Upbeat employment stats in US regional surveys. (4) Yields melting down in Eurozone. (5) Draghi’s “danger zone.” (6) Chinese set to announce latest GDP growth target. (7) Will it matter if Abenomics fails? (8) Yellen vs. Plosser: Debating forward guidance. (9) Merkel vs. Putin: Who is in touch with reality? (10) Crimea and lots of other crimes. (11) Summering in Sevastopol. (12) Heating up Cold War II? Not likely.