Don't fret. This bond market blow-back is overwhelmingly good news.
Stocks and bonds have worked together to collapse the equity risk premium.</p>
Bernanke's homage to deflation-fighting will provide only short-term comfort to battered bond bulls.
The growth case is compelling, but the markets are pausing to consider the risks.
The financial markets appear poised for a significant growth rebound, but interest rate futures are lagging behind.
The resurgence of restructuring activity is the precursor of economic expansion.
Ending option grants could be the prelude to paying out Microsoft's $46 billion hoard.
Japanese government bonds take a tumble, but without monetary reflation, they may not have much further to go.
Unworried about inflation, the Fed's trying to gun the economy.
Valuation, monetary policy and tax policy are all in bull-mode. But there's a fourth factor.