Random Thoughts: Stimulus, Confidence, T-Notes, Dollar (yen)

It’s Thursday, the currencies are retracing again so we figured what better time than now to throw together some random thoughts on the markets, news and whatever else. Enjoy!

Stimulus in the Headlines
Bloomberg.com is guiltiest here, as they seem to have a strict model used in formulating their headlines and stories. Anyway, it’s starting to get annoying when everything “positive” coming out of China is credited to the government’s “stimulus”. Sure, some items have been directly or indirectly influenced by the stimulus, but to the extreme degree with which it is painted by reporters?