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Further reading

Elsewhere on Thursday,

- The Chinese-hedging-gone-awry theory of Treasuries.

- Hard days ahead for hedge funds.

- The economic narrative.

- Why America isn’t working.

- The odd couple.

- “We didn’t understand the recession“.

- What’s driving gold.

- Noise, economic indicators and human action.

- Foreclosure roulette.

- Bond market instability in a liquidity trap.

- The domino theory of economic regionalism.

- Geneva: okay for some but not for all.

- 10 investments making the stock market look foolish right now.

- Further, further reading.

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