Bonddad Thursday Linkfest

A week from today (Thursday, March 31) at 3PM CST, 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.

• Commodity rebound outruns fundamentals (FT)
• But see commodities rally gathers pace (FT)
• Fed President Lockhart sees a rate hike soon (FT)
• More on Canada's fiscal stimulus (Alphaville)
• New home sales increased 2% (Census)
• Crude oil inventories surge (BeSpoke)
• Richmond Fed Spikes (BeSpoke)
• See also NY Fed Spikes (Bespoke)
• See also Philly Fed Spikes (Bespoke)
• Mission still not accomplished (EPI)
• Kerry says Brussels attacks renew urgency for ME initiative (NYT)
• UK retail sales up 3.8% Y/Y. .4% M/M (ONS)
• Bullard sees a possibility for an April rate hike (BB)
• Three consequences of negative interest rates (BB)
• Japanese bond market close to breaking point (BB)
• Earnings season cools mood (FT)
• Inflation stirs as the Fed stands still (FT)

The Earnings Environment Isn't Promising