Clash of the Titans

(1) Zeus vs Thetis. (2) T-Fed vs Bond Vigilantes. (3) Pushing back by pushing up bond yields. (4) What will beneficiaries of $1,400 checks do with the money? (5) Fed and commercial banks still loading up on Treasuries and MBS. (6) Still plenty of fiscal and monetary stimulus piled up as stash of M2 cash. (7) More stimulus coming soon. (8) No Operation Twist or yield-curve target? (9) ECB is stepping up bond purchases. (10) Is there any evidence showing Treasury relief checks have been used to buy stocks? (11) Foreign investors have been big buyers of US stocks. (12) Movie review: “Minari” (+).