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Lunch Wrap

On FT Alphaville Thursday morning,

- This bank-engineered equity rally.

- Banks’ flashy commodity positions.

- The bulk penetration myth.

- Baleful Aiful – a tale of Japan’s consumer lenders.

- The rise and fall of the middle classes.

- Sarah Palin’s CLSA speech in Further reading.

- Those living wills in Pink picks.

- RAW and tear-jerking steak in Markets Live.

On FT.com,

- Pound slides after King backs weaker currency.

- Merkel warns G20 against focusing on imbalances.

- Stimulus worries hit FTSE 100.

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