Bonddad Wednesday Linkfest

Thursday I'll be doing a free webinar that will review the last month or so of US economic data along with an overview of the major markets (equities and bonds).  It's free! It'll last at most 30 minutes (probably shorter).  You can sign up here.

• Consumer confidence rebounds (Bespoke)
• Ranking US industries by EBITDA and tax rate (Alphaville)
• Yellen's Speech (FRB)
• Case-Shiller up 5.4% (CR)
• Oil and the 200 day EMA (Crossing Wall Street)
• BOJ Governor Nakaso's speech (BIS)
• Newest insured are sicker than thought (NYT)
• How ISIS built their network (NYT)
• EU sentiment drops for third consecutive month (EU Commission)
• EU Business climate largely stable 
• Japanese IP down 6.2% M/M and 1.5% Y/Y  (METI)
• Fed President Willliams Speech (SFFed)

Japanese Industrial Production: Not Good