Friday Afternoon Links

[Bloomberg] Financial Shares Lead Rally in U.S. Stocks, Halting 5-Day Drop

[Bloomberg] BOJ Talking With Global Peers Amid Latest Turmoil in Markets

[Reuters] ECB in talks with Italy over buying bundles of bad loans - Treasury

[Bloomberg] Vicious Currency Cycle Ensnares Central Banks Hooked on Easing

[Bloomberg] Credit-Default Swaps Are Back as Investors Look for Panic Button

[CNBC] $12.3 trillion of QE has added up to...this?

[Bloomberg] Brazil's Real Posts Worst Week in Two Months on Fiscal Concern

[FT] Market turmoil: trail of broken trades forces a rethink