Just a few late morning links:

  • Strategists more bearish on equities since 1985. As an aside, we look forward to hearing Barry’s commentary on Bill Gross, which will appear later this week (TBP
  • For the first time in more than two years, commodities, equities, bonds and the dollar posted a monthly gain (Bloomberg)
  • Bank official admits economists were to blame for the recession (Telegraph)
  • FOMC Day:  Say Anything, Ben! (TRB)