Noted for morning rumination or procrastination – take your pick.

1. Bracing for Stagnation
2. A New Ceiling for Oil Prices
3. Quantitative easing in the Eurozone: It’s possible without fiscal transfers
4. Battling Global Unemployment: Too Soon to Declare Victory
5. Inflation Doesn’t Hurt So Much, Does It?
6. Fed’s Kocherlakota: Fed Taking Risk On Credibility of 2% Inflation Target
7. What does “structural” mean?
8. Francs, Fear and Folly
9. The risks of deflation in China
10. Falling Oil Prices Have Made The Fed More Determined To Raise Interest Rates
11. Intel’s Mobile Group Lost More Than $4 Billion Last Year