Belisarius is overwhelmed with the work in his new company + he has traveled to Vienna yesterday, so he’s a little bit sidelined concerning the market action.
I will post only a few interesting articles in last couple days.
- Trichet Says ECB Will Withdraw Liquidity Gradually, Bloomberg
- Fed Makes Monitoring Bank Capital Foremost Concern, Bloomberg
- Fears of China property bubble, FT
- Wells Fargo Needs TARP Money More Than It Admits: Jonathan Weil, Bloomberg. Brilliant.
- BofA Merrill cuts ’10 global semiconductor growth view, Reuters
