Today’s Breakfast with Dave is a long one, easily packing three days of work in a 19 page PDF as Rosenberg will not be writing the next two days. Here is a snip from Rosenberg called What’s On The Worry List?. Last week’s bond auctions did not go well. It seems that Japan and China did not show much interest. The lack of bids was no better underscored than in the 7-year Treasury note auction where the median yield was 3.29% versus 3.05% a month earlier. April is a cruel month for the U.S. …

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What’s On The Worry List?