(1) Nothing to fear, but nothing to fear, again. (2) Corrections are MIA. (3) Complacent indicators. (4) Dudley is nervous. (5) Minsky’s moments are mostly geopolitical for the moment. (6) Stocks love Obama’s foreign policy. (7) Bond Vigilantes, Zombies, and Vivants. (8) George, Lacker, & Plosser are trigger-happy. (9) The ECB will lead the way until Thursday. (10) Urge to emerge. (11) Stay Home outperforming Go Global again.
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