Friday, November 5, 2010

Links November 5: QE II launch

FOMC statement in plain English. NPR
Bernanke put. Gavyn Davies, Felix Salmon
BOJ QE pumped stocks, temporarily. PragCap
And the markets love it. FT
Multilateral trade scenarios.Michael Pettis
Budget catches Dutch Disease. SMH
DOW rocket. Bloomberg
Commodity rocket: Copper up, ore up, coal up, gold up, all grains up.
$US smashed. Bloomberg
Flies in the ointment: B of A screwed; PIGS monstered I, II, III; trade tensions rise.

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