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The Economy Was Sluggish Prior To The Abnormal Weather Comstock The Dollar and the Damage Done Eichengreen QE Is A Mistake - A Big One Meltzer No Honeymoon for Janet Yellen Merk Skeptics struggle to time next correction MW Caution ahead: Market bounce is breeding overconfidence Breakout Wanted: A Sound Money Congress to Discipline an Inflationary Fed Pollock Stock Market Stories Lead Us Astray Ritholtz A winter's tale of a policy error Saft Ask the Expert - Gerald Celente Sprott Keen - Krugman - Price Goldilocks And The Dog That Didn't Bark CNBC FX Forecast Update - February: Sterling to shine in 2014 Danske IMF paper slams Reinhart-Rogoff CNBC
Wells Fargo edges back into subprime home loans Reuters Is Buffett laughing at you? MW Time for Defense? Schwab Perkins: The rich should get more votes CNN Natural-gas price swings are off the charts MW Futures moved more than 5% in either direction in 9 out of 30 sessions Gold Extends Climb Above $1,300 as Investors Boost SPDR Holdings BL
Is China using gold to internationalize the yuan? CNBC China's inflation up 2.5% in January China Daily Bad debts offer good opportunity China Daily Six China shadow banks threatened with default over coal firm exposure: paper Reuters Germany Beats Growth Estimates With France Amid Recovery BL ...and Italy resumed expansion in a sign the fragile euro-area recovery is gaining traction. The eurozone crisis is just getting started Warner European Banks Avoiding Risky-Loan Disclosure Face Review BL U.K. Home Prices Hit Record High Amid London Boom, Acadata says BL Army sent in to Venezuelan cities as unrest prompts coup warning Telegraph
Jobless Claims in U.S. Increased to 339,000 Last Week BL Bears Go Back Into Hibernation BeSpoke U.S. Congress approves debt limit increase after Senate drama Reuters World asleep as China tightens deflationary vice Pritchard Felix Zulauf: Expect 20% Correction This Year FS The Vampire Squid Strikes Again: The Mega Banks' Most Devious Scam Yet Taibbi How to Play -- or Not to Play -- the 1929 Crash Analog Harrison Ciovacco The global debt reckoning My Budget Smith - RB Global Dollar-Based Financial Fragility in the 2000s, Part 3 Triple Crisis Stockman - This Financial Collapse Will Be Catastrophic King Does Janet Yellen believe in deflation? Arrends Secret to Wealth Found in Deep Space Ritholtz Homebuyers Get Break as Loan Rates Defy Fed Tapering BL Is U.S. Housing Unaffordable? It Depends on How You Chart It WSJ How Persistent are Monetary Policy Effects at the Zero Lower Bound? FRBSL
Stocks: Cable merger tops the bill CNN IPO surge is on path to rival 2000 dot-com boom USAT Contrarian Value Investing in a Liquidity-Driven Environment Tocqueville A Few Good Yield Ideas Barrons Billionaire: 'The 1 Percent Is Being Picked On' HP Cyber attack on bitcoin a big warning to currency's users Reuters Bitcoin entrepreneurs bullish despite tech trouble AP Fractional reserve bullion banking and gold bank runs: the role of central banks Gold Chat 'Gold bars' ground Indian airliner in Malaysia AFP Commodities Update - OPEC keeps the balance Danske
Greek jobless rate hits fresh record high of 28.0% Guardian Anatomy of China's credit bubble Livemint China Trust Assets Surge to $1.8 Trillion Amid Default Risks BL Emerging Markets Might Not Submerge Yardeni ECB Seriously Considering Negative Interest Rates; New Central Bank Mottos Mish Australian Unemployment Jumps to 10-Year High; Aussie Drops BL In Australia, Job Losses Spread Unevenly as Mining Boom Wanes WSJ Loonie's Worst Seen Behind as Bulls Embrace Surplus BL Sino-US accountancy at crucial level China Daily Venezuelan Protests Turn Violent as Two People Killed BL
Scary 1929 market chart gains traction Hulbert Kass That Viral Chart Predicting Another 1929 Stock Market Crash? It's Absurd Atlantic Stocks rally on Yellen; best four days for S&P 500 in more than a year CNBC U.S. House approves 'clean' debt limit after Republicans drop demands Reuters CBO Director: 'Large and Growing Federal Debt' Could Produce 'Fiscal Crisis' CNSNews The broken limb & burst pipe fallacies JimQ FOREX FreeWeek is now on EW Why Capitalist Gene is pushing us to destruction Farrell Fed's Fisher blames Congress for economy MW Speech The best investment of the year is oats! Quartz VIX The Rise and Fall of the Failed-State Paradigm Foreign Affairs
Big banks face fines of $16 billion MW Which Internet Stock Is the Most Overvalued? Cassidy The next step: 3D printing the human body Telegraph Foxconn Might Build Your Next Smartphone With Robots BL The Glitch That Will Help Kill Bitcoin BL Gold Futures Post Longest Rally Since 2012 on Yellen Remarks BL Gold Seen Rising to $1,400 on 100-Day Average by Citi Futures BL China's 500-tonne gold gap fuels talk of stockpiling FT (via Google) China stamps new golden records SD Bundesbank Changes Gold Repatriation Schedule IGWT Gold Price: Chinese Economy May Send It Higher Barrons China Resource Imports Hit New Highs WSJ
Record tumble in Japan machinery orders casts doubt on Abenomics Reuters China Trade Growth Defies Signs of Slowdown BL Skittish investors highlight China credit fears Finance Asia Goldman Sachs: China faces tough balancing act FA Emerging-Market Sharks Circle Reserves in Rapid Dive BL Want a scary view of where the economy is heading? Well here it is Warner Carney to move goalposts on rates Telegraph Barclays condemned over £2.4bn bonuses Guardian Hidden Numbers India warns U.S. about dumping investigation in solar trade spat Reuters
Yellen stays the course, says Fed to keep trimming stimulus Reuters Testimony The End Of The Innocence Things That Make You Go Hmmm... Rich Man, Poor Man! Saut Yellen, new Fed chair, takes hot seat at Capitol Reuters The Fed's waning magic in the age of Yellen FT (via Google) All central banks do is talk, talk Saft Will Yellen Back Bitcoins? NYS Treasury’s Little Buddy IE The Federal Reserve’s World War II-style monetary regime is both not working and producing extraordinary inequality. When Will the Fed End Its Zero Rate Policy? FRBSL Why is the Fed Pushing Interest Rates Higher? Epstein Market Volatility, Muni Credit Quality, Treasury Floaters, Corporate Bonds Schwab North American Outlook BMO Is rationality returning? Hutchinson Are We Turning Japanese? Alhambra Embry - Smith - Birinyi Top Anecdotal Signs of a Market Bubble Enterprising Investor Truth And Consequences for Krugman, And Keynes, And Obama Ferrara Even When Carl Icahn Loses, He Still Wins WSJ Danske Bank Faces Broader Probe of Bond Price Fixing in 2009 Danske Cash is king as global miners get set to boost payouts Reuters Commodities Update: WASDE - World corn and wheat demand revised up Danske
5 ways China's slowdown will ripple across globe AP Perils Mount As Debt Costs Swell in China WSJ Dangers Include Slower Growth, Weaker Profits and Potential Defaults China bond market languishes under no-defaults policy Reuters "The government is still too afraid of instability to allow real (bond) default." The impact of reform on growth Pettis Could China's Yuan Be Overvalued? WSJ A Leading Chinese Economist Warns of a Difficult Year and 'Dead' Companies NYT Meet China's Biggest Shadow Bank PIIE Shanghai posts sluggish buying sentiment for new houses Shanghai Daily China's imported iron ore stockpiles decline China Daily China is now cheaper than Turkey CNBC Chinese Coal Companies' Debt Concerns Sink the Shares BL Leaked Records Reveal Offshore Holdings of China's Elite ICIJ One Line from SNL Explains the Turmoil in Emerging Markets Quartz JPMorgan Says Buy Chinese Stocks for 20% Advance Within Weeks BL Japan's current account woes throw spotlight on economic risks Reuters Europe or Democracy? What German Court Ruling Means for the Euro Spiegel The ruling's message? Either the European Court of Justice has to stop bond purchases or German justices will. Courts, voters and the threat of another euro crisis FT The intellectual groundwork has been laid for a 'stab-in-the-back' theory... Two Charts That Explain the 2014 Eurozone Crisis Fiscal Times Banking standards boss gives industry three years to put house in order Gurdian Amid Cries of 'Hitler' and 'Lord Voldemort': Keeping Track of Asia's Many Feuds BW
Double Trouble Hussman ...we estimate that stock prices are about double the level that would generate historically adequate long-term returns Animal spirits deflating Price How to beat a falling market Hulbert Interview with Jim Rickards: Gold Set for Massive Rally Epoch "Be Worried & Be Careful...The Emerging Market Crisis Is Not Over Yet" Rogers CBO deficit projections EB Keen - Mish - Yardeni - Smith - Baker - RB Traders Crying Over Losses Missing HSBC's Bargains BL IMM positioning: Investors add net EUR shorts Danske
Barclays grapples with theft of customer data MW Chinese official made job plea to JPMorgan's Dimon CNBC UBS suspends two over hiring of Chinese banker: IFR Reuters Alwaleed's Kingdom Beats Buffett on Hidden Treasures BL E-Cigarettes: A $1.5 Billion Industry Braces for FDA Regulation BW An offer you can't refuse: Al Capone's mansion for sale Reuters Coffee to Soybean Wagers Climb on Brazilian Drought BL Russia says Bitcoin illegal currency SD
Junk Yield Premiums Soar on China's Looming First Default BL 'China's bond market will definitely see its first default this year' PBOC Signals Money-Market Volatility as China Seeks to Tame Debt BL The near-default of a shadow banking product last month and two cash crunches last year highlight the challenge for policy makers... Will emerging markets become a euro zone-style risk? CNBC Troubled Times:Developing Economies Hit a BRICS Wall Spiegel Italy rejects 'bad bank' plan over credit rating fears FT Italy Banks May Face Up to $20 Billion Capital Gap, ABI Says BL Greece Is Still Bankrupt Acting Man Argentines Drain Reserves to Stash Dollars Under Mattresses BL The Perilous Job of Auditing China Asia Sentinel Decline in Japan Sentiment a Warning Flag for Abenomics WSJ More worrisome, an index measuring the economy's expected direction in coming months slid 5.7 points to 49.0 - its first time below 50 in 14 months JPMorgan, GE Sell Least Samurai as Tight Spreads Deter Investors BL Japan, Land of the Falling Wage BW Sowing Fear - World War I and the Seeds of Hyperinflation Spiegel US blames China for rising tensions in South China Sea FT
The Global Week Ahead Scotia A Most Dangerous Era Mauldin EM, Hedge Funds and Corporate Debt Noland Will U.S. stock buyers beat back the bear? Reuters Lew Says U.S. Borrowing Power May Not Last Past Feb. 27 BL U.S. Factory Report May Not Be as Dire as It Looks Norris The Jobless Rate and the Fed’s Dilemma BMO How to (properly) interpret the jobs report El-Erian The Spectacular Myth of Obama's Part-Time America in 5 Graphs Atlantic The Economic Outlook Is About More Than Just Jobs Harding Global Views Scotia Global Equity BMO Weekly Focus: Data and ECB disappoint Danske Market Manipulations Become More Extreme, More Desperate Roberts The Greater the Turmoil, the Stronger the Dollar. Again Sommer
Toyota close to $1 billion deal to settle U.S. probe: WSJ Reuters Short-seller Chanos falls double digits in '13 CNBC "...the risks have increased in the U.S. market rather dramatically in the past year" High-Speed Trading Isn't About Efficiency - It's About Cheating Atlantic Monsanto Is Going Organic in a Quest for the Perfect Veggie Wired Art Flippers Chase Fresh Stars as Murillo's Doodles Soar BL
German court parks tank on ECB lawn, kills OMT bond rescue Pritchard Greek official 'bribed more times than he can remember' NYT Moody's cuts Puerto Rico to junk Reuters Poland's Eurozone Tests Project Syndicate
Consumer Credit in U.S. Rose More Than Forecast in December BL U.S. Payrolls Rise Less Than Forecast; Jobless Rate Falls BL BLS Fed Is Misled by Wealth Effect Ritholtz Featured Article: Many Are Betting on a Calm Market. We're Not. EW Fischer Worth Up to $56.3 Million Will Sell Assets to Join Fed BL Investors Shift Record Amounts From U.S. Stocks to Bonds BL Global Asset Allocation: High Yield Versus Equities BCAR If History Is Our Guide, the S&P Will Hit Highs Again in Two Months Minyanville The worldwide wobble Economist Stagnation by Design Stiglitz Behind the wave of market anxiety Kaletsky The 'Fat Pitch' Myth PragCap Albert Edwards - Yardeni - RB The Bulls Have Left the Building BeSpoke
Repaying Home Equity Loans NYT Helocs, as they're known, were aggressively marketed from 2004 to 2007, and now the bills are coming due SAC guilty verdict: What it means for Steven Cohen Fortune Madoff Ex-Aide 'Corporate Psychopath' Defense Challenged BL Lehman Brothers Maybe Sold Warren Buffett a Rainbow BL Hedge funds bet on US gas shortage as cold boosts demand FT Hedge funds are now betting the country will face a critical shortage before spring Gold bugs, be patient: Your time is coming CNBC Germany repatriating its US gold reserves in mini-shipments Europe Online Bank of America Has Been Calling the Mets' Shots BL
Germany refers ECB bond-buying programme to European Court Telegraph Euro Falls Rise of Eurosceptics in Netherlands Prompts Serious Discussion of "Nexit" Mish ECB to gain far-reaching powers as euro zone banks' supervisor Reuters How Fragile are Emerging Markets? Rogoff Home prices in China rise for 20th straight month amid slower pace Shanghai Daily 5 Things to Watch in China'€s Housing Market in the Year of the Horse WSJ Ukraine Imposes Capital Controls as President Meets Putin BL Russians Rue Economy as Most Expensive Olympics Begin at Sochi BL Japan, Land of the Falling Wage BW Are we entering Phase 3 of the Great Financial Crisis? Pritchard
SAC Capital ex-trader convicted of insider trading AP Jobless Claims in U.S. Decreased 20,000 Last Week BL Most 'Medieval' Gross Small-Cap Bears at Highest Since 2012 on Selloff BL January's jobs number not looking any better Crudele This number could make or break the market MSN Warren Buffett widens lead in $1 million bet CNN TRIGGER$ G. Long Free Issue of Robert Prechter's Theorist is Back EW How crony capitalism is harming the economic prosperity of young Americans MyBudget How Much Further Could Stocks Drop? Ciovacco DeMark Hedge Funds Rework Currency Positions in Market Drop BL Currency Market Unsettled by Trader Exits on Lawsky Probe BL Labor Market Upheaval, Default Regulations, and Consumer Debt FRBSL
Hedge Funds Preparing for $1 Trillion Property Bill BL About $350 billion in commercial-real estate debt comes due every year through 2017 after a borrowing binge last decade The Coming Mortgage Delinquency Disaster Dshort California's Drought in Two Terrifying Charts BW New York regulator demands bank documents as investigation widens Guardian Sony Said in Talks to Sell Japan PC Unit to Investor Group BL Porsche faces 1.8bn euros lawsuit BBC
ECB is playing a game of chicken with deflationary world forces Pritchard European Central Bank faces triple-threat CNN Analysis: Emerging markets selloff bruises big-name funds Reuters Puerto Rico downgrade took 'cojones': Bond pro CNBC Dutch Bankers Swear to God as Trust in Lenders Slumps BL Iran pokes US with 'Rouhanicare' The Hill
U.S. private-sector job growth slowed in January: ADP Reuters Challenging the Consensus Absolute Emerging markets more vulnerable than ever to Fed tightening, warns BIS Pritchard -- The global long-term interest rate, financial risks and policy choices in EMEs BIS Interest on debt to nearly quadruple CNN -- The Budget and Economic Outlook: 2014 to 2024 CBO The Retail Commercial Real Estate Domino G. Long Volatility index raises caution flag for bears MW The Federal Reserve's Nuclear Option: A One-Way Street to Oblivion Smith The housing market is addicted to the easy financing juice of Wall Street Dr. HB Featured Article: "Harvard Economist Is Pulling His Money From Bank Of America" EW Rock-Star Pope at war with GOP's Ayn Rand Capitalism Farrell With Volume Comes Volatility RB Mish Global Dollar-Based Financial Fragility in the 2000s, Part 2 via Triple Crisis Surprising Fed Jobs Report Is Extremely Misleading HP
Morgan Stanley to pay $1.25 billion to resolve mortgage lawsuit Reuters RadioShack to close about 500 stores Reuters Coming to a Post Office Near You: Loans You Can Trust? Warren Is Inequality Approaching a Tipping Point? BL The Middle Class Is Steadily Eroding. Just Ask the Business World NYT Bill Gates is back to take a bite out of Apple, Amazon and Google Telegraph McDonald's Wants You to Watch How McNuggets Are Made BL
Pimco's Bill Gross Says He Avoids China 'Mystery Meat' BL China Savers' Penchant for Property Magnifies Bust Danger BL China's policy makers have attempted to rein in the unprecedented credit boom they unleashed in 2008-2009 amid the global financial crisis... Luxury market sees slow growth China Daily Eurozone retail sales in unexpectedly big slide AP Euro Bears Seeking Redemption in Inflation Slowdown: Currencies BL Periphery business cycle monitor Danske S&P cuts Puerto Rico's debt rating to junk Reuters Japan Real Wages Fall to Global Recession Low in Abe Risk BL Why Singapore's Bear Market May Have Just Begun Forbes Digital Independence:NSA Scandal Boosts German Tech Industry Spiegel
Goldman to Fidelity Call for Calm After Global Stock Wipeout BL Global shares plunge as U.S. slowdown adds to emerging markets woes Reuters The central bank cavalry isn't coming Saft So Cruel: Pullback Could Become Correction Sonders Market volatility will continue, here's why Faber America's First Female Fed Chair Takes Control Of Global Economy HP Cause for Fed to halt taper? CNBC 2nd Worst Start to February Ever BeSpoke Central banks only offer sticking plasters, yet their power grows by the day Warner Tinker to Evers to Chance Saut Dow still headed for 18,000 so get into stocks now Farrell What happens when the robots take over? Hutchinson Stocks Have Experienced A Major Technical Breakdown Forbes Technicians see more selling RB - Gartman - Embry - Goldchat - Keen Federal Reserve Chairman Ben Bernanke to Join Economic Studies at Brookings Brookings In the Billionaire Chase, Mark Zuckerberg Closes in on Page, Brin, and Bezos BL Treasury's Lew warns US default could happen quickly Reuters
Emerging markets risk repeating eurozone blunder on tightening Pritchard Nikkei down 4.2% in Asia market selloff MW Emerging Markets: Deja vu all over again Triple Crisis European banks have $3 trillion of exposure to emerging markets Reuters Onshore liquidity crunch to undermine China credit Finance Asia ECB Preview: Another refi rate cut Danske Portuguese Debt About to Implode? What About Spain? Mish Art for money's sake: Portugal aims to recoup debt AP Brazil Has Worst Trade Gap Since at Least 1991 on Export Plunge BL Will Chinas Cash Squeeze Pinch the Real Economy? WSJ Kexim leads push into alternative currencies Finance Asia The global long-term interest rate, financial risks and policy choices in EMEs BIS
U.S. stocks slammed; Dow sinks more than 300 points, S&P 5% below peak CNBC U.S. ISM Factory Index Declines More Than Forecast BL U.S. car sales fell to three-month low in January MW Pushing Luck Hussman Quantitative easing has distorted not only financial markets, but financial memory. The awakening is not likely to be gentle. Value, in four charts Price Record Momentum Unwinding in S&P 500 as China Quashes Euphoria BL Almost 160 companies in the benchmark gauge for American equities traded below their average level over the past 200 days last week, more than any time last year... Bonds Outperform Stocks in Best Start to a Year Since 2008 BL Don't let January losses turn you against stocks Hulbert January's market decline points to a down 2014 Crudele Carney Seen Raising Rates Before Yellen, Draghi BL Who's to blame for the emerging-market crisis? Salmon A central banker's 'license to lie' Kaletsky Short Side of Long - Ritholtz - Keen - EB - Mish IMM positioning - Speculators added net long EUR positions Danske
Hedge Funds Raising Gold Wagers Dump Copper: Commodities BL JPMorgan Owns Over 60% Notional Of All Gold Derivatives ZH DOJ probes finance firms' dealings with Libya: WSJ Reuters Wall Street adviser: Actual unemployment is 37.2%, 'misery index' worst in 40 years WS Examiner With Fortune Falling, a 1 Percent Divorce NYT Food Stamp Cuts So Devastating Even Walmart Is Too Expensive HP US Mint's gold coin sales sink on weak interest MSN
China Manufacturing Gauge Falls to Six-Month Low BL China's non-manufacturing PMI drops China Daily Chinese bank crisis 'could trigger global meltdown' Telegraph Onshore liquidity crunch to undermine China credit Finance Asia Germany preparing third financial rescue for Greece Guardian Economic forecasters call for measures to cool down London's property market Guardian London Housing Market Shows Rising Bubble Risk as Asians Buy BL Gone With the Wind:Weak Returns Cripple German Renewables Spiegel China says Japan's 'hype' on air defense zone spreads tension Reuters
The Global Week Ahead Scotia Central Banker Throwdown Mauldin Rationales & Targets Cross Currents End of an Era Noland Bonds Are Defying Dire Forecasts Harding Baker The New Watchword - Deflation? Schwab Market Perspective Global Views Scotia Global Equity BMO Weekly Commentary Wells Fargo Weekly Focus: Case for further easing by ECB Danske Desperate BIS & Fed Wage War On Gold As China Buys Maguire Schiff Wonders Why 'The Daily Show' Hates The, How You Say, 'Retarded' HP Mish
Commodities Update: OPEC output declines despite Libyan production restart Danske Detroit Bankruptcy Exit Plan Threatens Munis as Pensions Favored BL Wall Street Pays $70 Million Tab for Super Bowl in Its Backyard BL Number of the Week: How Much Is Super Bowl Really Worth? WSJ Silver-Junior Struggles ZEAL
Canadian Dollar: Back to Reality BMO China's shadow banking products are coming under the spotlight Northern Trust Investors pull $12 billion from emerging markets FT The Force of Japanese Exports Is Weakening Norris
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