What I'm reading this morning:
- Yellen speaks today - here are five questions the markets want her to answer (MarketWatch)
- Widening credit spreads across all market sectors (Indexology)
- The ‘Monetary Madness’ That’s Pushing Japanese Bonds Negative (MoneyBeat)
- "You know what negative interest rates are? They are the final stripping away of the illusion that central bankers somehow exist above and separately from domestic politics" (ValueWalk)
- Kocherlakota: Blame failed fiscal policy for negative interest rates (Google)
- Europe's 'doom-loop' returns as credit markets seize up (Telegraph)
- CoCo bonds: a primer (Bloomberg)
- The new buzzword: Repricing Risk (Bloomberg)
- A look at the forever bull market in the long bond (Dragonfly Capital)
- Tech Stocks Have Fallen Faster and Further Than Broader Market (New York Times)
- The hedge funds that went all-in on FANG stocks - are they still long? (ValueWalk)
- New Yorkers will finally take notice of the burgeoning debt crisis - Fairway Markets is in trouble (DNA Info)
