Morning Reading – January 21, 2011
*** The Big Picture: Bull Market Duration and Strength ***
*** The Big Picture: Will We Have US State Bankruptcies? ***
*** China Financial Markets: The real cost of Chinese NPLs ***
*** The Slope Of Hope: We Get It ***
*** The Slope Of Hope: Dwindling Loan Loss Reserves ***
*** FT BeyondBRICs: Early mover: Indonesia enters correction ***
*** FT Alphaville: FROB! ***
*** FT Alphaville: The food price vulnerability index ***
*** FT Alphaville: From Fed run-offs to super-sized Treasury auctions ***
*** FT Alphaville: Silver backwardation is here ***