The List

US jobless claims came in surprisingly positive, helping to buoy risk appetite today ...

So let’s keep it simple and look at a list of items that might mark an end to the current trend of risk-taking we’ve been witnessing.

1. QE2 Let-Down: expectations on its size, and certainly its effectiveness, have been blown severely out of proportion. Signs point to any additional QE as being largely ineffective at achieving the stated goal of stimulating growth and job creation.