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Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

There’s a growing disconnect between the prices of stocks and bonds.

Bonds have begun to reflect the reality of a “post-QE world” while stocks have yet to do so.

Moreover, the growing “liquidity hole” suggests bonds may not yet be done pricing it in.

Meanwhile, the message being sent by the yield curve is not, by any means, bullish for the broad stock market.

And the forward guidance out of the corporate sector apparently confirms this view.

Thanks for reading and have a great weekend!