(source: http://www.federalreserve.gov/boarddocs/snloansurvey/201302/fullreport.pdf)

??

Currency wars are not just about dollars and yens: Rand and Real are also

?????????????????? http://blogs.ft.com/beyond-brics/2013/02/04/chart-of-the-week-em-currencies-winners-and-losers/

??

And yet another view on the great rotation inflow in equities: it is (special) dividends being invested???

?????????????????? http://www.businessinsider.com/special-dividends-drive-january-flows-2013-2

…while the real test of a great rotation is coming up: investment grade bonds have weakened, so what will stocks do?

??

???? ?? ?? ?? ??http://www.businessinsider.com/the-street-warns-of-messy-credit-selloff-2013-2??

Here is one answer: "Brace for a stock market accident"(FT, probably paywall)

???? ?? ?? ?? ??http://www.ft.com/intl/cms/s/0/54344ad0-695a-11e2-b254-00144feab49a.html??

Chart showing the seasonal pattern of the US housing market, as well as the strength of the recovery so far

??

???? ?? ?? ?? ??http://www.forbes.com/sites/modeledbehavior/2013/02/04/will-housing-inventory-bottom-in-2013-so-far-no-signs-of-it/??

Stock market returns from of ??developing countries???

?????????????????? http://www.economist.com/blogs/graphicdetail/2013/02/daily-chart-0

??

Looking for a job in the financial sector? The ECB is hiring!

?????????????????? http://www.ft.com/intl/cms/s/0/8c178adc-6ed4-11e2-8189-00144feab49a.html

??

Ok, so which US sectors have outperformed so far?

??

?????????????????? http://www.ritholtz.com/blog/2013/02/u-s-equity-sector-etf-weekly-performance/

??

As January goes??? Almost as certain as the swallows returning from the South are the articles on the January effect???

?????????????????? http://online.wsj.com/article/SB10001424127887323701904578277850013835308.html

??

Expected inflation: we haven???t seen that one for some time???

?????????????????? http://www.businessinsider.com/yardeni-sp-500-could-hit-1665-mid-year-2013-2

??

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