In this week's essential reading guide Kohler foresees a sobering recovery, Bartholomeusz warns of bleeding bank stocks, Koukoulas ponders a housing reaction and Irvine calls for a building boom.

My name is Mr Market, and I'm a QE-aholic
Alan Kohler
This year's market correction foreshadows an eventual, painful withdrawal from quantitative easing as the US economy sobers up. Like American currency appreciation, it shows stimulus has been working

Australia's banks are bleeding hot money
Stephen Bartholomeusz
If just the Fed's hint at a potential quantitative easing wind-back was enough to slug Australian bank stocks, be wary of broader market effects when QE actually ends.


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