Today's Reads: Morgenson, Roubini, Muenchau

Morgenson cautions us on hopes for recovery in the banking sector

Roubini wonders if whether the recession will be "W-shaped" or "U-shaped".

Muenchau writes about a recent study on the role of securitization in the crisis.  This has been studied a lot, but I think Munchau's conclusion, that "we should be worrying a lot more about global economics right now than about global finance" is spot-on.