Eoin Treacy's view

Fed: “The Recent Boom in House Prices: Why Is This Time Different?”

http://research.stlouisfed.org/publications/es/13/ES_32_2013-11-22.pdf

Fed: “Business Investor Activity in the Single-Family-Housing Market”

http://www.federalreserve.gov/econresdata/notes/feds-notes/2013/business-investor-activity-in-the-single-family-housing-market-20131205.html

OECD: “The impact of government bond yield increases on banks”

http://www.oecd.org/eco/outlook/theimpactofgovernmentbondyieldincreasesonbanks.htm

Fed: “Who’s Borrowing in the Fed Funds Market?”

http://libertystreeteconomics.newyorkfed.org/2013/12/whos-borrowing-in-the-fed-funds-market.html

“How to Identify and Forecast Bull and Bear Markets?” 
http://repub.eur.nl/pub/41558 

Fed: “The Response of the Nikkei to the Yen”

http://libertystreeteconomics.newyorkfed.org/2013/11/yen-and-yang-the-response-of-the-nikkei-to-the-yen.html

IMF: “The Curious Case of the Yen as a Safe Haven Currency”

http://www.imf.org/external/pubs/ft/wp/2013/wp13228.pdf