Weekend Edition (29-30)
The Week Ahead: A Pregnant Pause CIBC PDF
To Pause, or Not To Pause Mauldin  Betting on a pause CNN
Time to pause? Noland
Dollar starts the big slide against major currencies Times Online
Dollar Posts Biggest Monthly Drop Since 2003 on Federal Reserve Comments BL
Treasury 10-Year Yield Reaches Highest Since May 2002 on Data BL
Economy's growth is strong, but workers wouldn't know it EPI
If No One Whispered 'Housing Bubble,' There'd Be No Worry NYT
Don't Settle For 0% Return WSJ
Gold: Much More to Go Aden
Copper hits all-time high Asia Times
Are we doomed for inflation-adjusted 1980s prices? CBSM
Under pressure, how will Big Oil spend its billions? CBSM
Trading Frenzy Adding to Rise in Price of Oil NYT
Topic: Tough Times Ahead for Energy Financial Sense (Simmons interview)
Iraq no help on oil Globe & Mail
Restoring production to 1990 levels would require years and a $30-billion investment
As Gas Prices Go Up, Impact Trickles Down IHT (NYT)
Natural Gas Economy Is Losing Steam AP
When the Dollar Zigs, These Mutual Funds May Zag NYT
Wal-Mart's April U.S. Same-Store Sales Rise 6.8 Percent, Exceed Forecast BL
Tokyo rolls through Detroit Australian
Aloha Says Goodbye to Pensions CFO
An Insider-Trading Case With a B-Movie Plot NYT
Nortel completes $1.5 bln revenue restatement Reuters
After 35 Years, Amtrak's Future Uncertain AP
Stock Options at Wholesale NYT
Financial Firms Prep for Another 9/11 CFO
Pink Sheets CEO to ‘Out’ non-disclosures NYP
May IPOs off to quiet start CNN
John Kenneth Galbraith, 97, dies IHT (NYT)
Indian Markets End Up in Special Session AP
Stocks crash to 13-month lows Khaleej Times
Auto Sales Boom Drives Fuel Demand in Asia AP
Japanese raid RBS offices in crackdown on banks Times Online
Loonie hits highest level since 1978 Globe & Mail
Focus: Beware the bear Times Online
Many are asking how far our new friends in Moscow can be trusted
Rosneft cuts back size of London float Times Online
Colombia Central Bank Unexpectedly Raises Overnight Rate to 6.25 Percent BL
Iran to allow snap inspections -- on one condition CNN

Friday April 28    Nuclear Agency Says Iran Defying U.N. AP
Microsoft Shares Drop Most Since 2000 on Higher Spending to Fight Google BL
Gold futures rise more than $20 amid more tensions on Iran AP
Gold up over $18 on day, up almost 12% for April CBSM
Silver ETF begins trading CBSM
Drivers fume as gasoline soars, pumps run short Reuters
Bush rejects tax on oil companies' windfall profits CNN
Stock futures weighed by Microsoft outlook CBSM
U.S. Economy Expanded at 4.8% Annual Rate, Fastest in Two Years BL BEA
Rebalancing Legitimized! Roach
Macro Tightening, Property Bubble and Systemic Financial Risk Xie
A host of problems Economist
Would a second Plaza agreement make sense?
More Evidence of a Top Cross Currents
End to rate hikes could end rally CNN
Dollar continues slide after Bernanke testimony FT
Dollar Poised for Biggest Decline in 18 Months on Rate Gap BL
Gentle Ben handed the dollar bears plenty of ammunition BS PDF
Bernanke's Cloudy Crystal Ball Comstock
Bernanke Bets His Reputation Bloomberg
Heavy-Metal Markets Cool as Bond Conundrum Fades Gilbert
Bernanke Delivers `There May Come a Time' Speech Baum
We Hardly Knew Ye, Conundrum; Now You're Gone Baum
Foreign cenbanks huge sellers of Treasuries in week Reuters
Many investors take on more risk; how far is too far? WSJ
Hoisington 1Q06 Review & Outlook Hoisington PDF
Northern Trust Daily Commentaries NT PDF
Believe what you want, folks, but the shaky foundation of the housing industry is showing severe cracks.
For now, housing appears to be safe Brimelow
Two Views of the Real Estate Boom Business Week
Lenders push home-equity deals WSJ
50-year mortgage debuts in California Bankrate
New-home sales figures fell significantly in March Arizona Republic
National real-estate expert says 2006 will be tough for PBC Palm Beach Post
Gold Heads for a Second Monthly Gain, Buoyed by Fund Interest BL
UBS ups price forecasts for base and precious metals Reuters
Oil sinks towards $70 Reuters
Who's Afraid of $100 a Barrel? Only Politicians BL
Profits, Prices Spur Oil Outrage WP
Energy prices could drain energy out of the economy USAT
Trucking industry once again slows down AP
Rising Costs Throw Wrench Into Counties' Building Plans WP
Japan Pension Funds May Join Commodity Rush With 500 Bln Yen BL
Commodities hold key to economic power Reuters
Copper recovers from losses, eyes new peaks Reuters
Copper Heads for Biggest Monthly Gain Since 1987 on Disruption BL
Fed eyes Fannie/Freddie debt, next regulator named Reuters
Microsoft Shares Tumble After Profit Forecast Misses Analysts' Estimates BL
Is Microsoft Preparing Big Attack? NYT
Intel eyes cost cuts amid tough market Reuters  Gateway Loss Widens
Chrysler incentives put drag on profits Det FP
Detroit automakers expect losses in sales LSJ
Chevron Reports First Quarter Net Income of $4 Billion PRN
Prosecutor: Lay's son was selling Enron stock short; Lay sold shares in 01 USA
Kenneth Lay Is Looking Less Like Good Old Granddad BL
Vitesse Restates, Names Acting CFO CFO
Judge Won't Dismiss SEC Charges v. Ex-Citigroup Execs AP
Ex-Bronco accused of bilking investors Rocky MN
Where Wall Street Meets to Eat, the Last Lunch NYT
What do they make? Boston Globe
A market bubble is still a bubble no matter how mean its pop Fort Worth
Paperboys are old news AP
China PBOC advisor warns forex reserves face US dollar risks - report AFX
China’s change of tack surprises economists FT
China May Take Further Steps to Cool Economy After Raising Interest Rates BL
China rate hike hits Asian stocks Reuters
Yen Weakens as Japan's Abe and Takenaka Say Deflation Persists BL
Japan's Consumer Prices Rise for 5th Straight Month BL IP Rises
Japan's household spending down 2.1% in March Kyodo  Jobless Rate 4.1%
Reaganomics Hits Snag in Japan Amid Recovery Pesek
European Executive, Consumer Confidence Climbed to Five-Year High in April BL
BoE should consider preemptive rate hike next week - NIESR AFX
Trade unions have won a victory, but their strength is still declining Economist
300 retirement funds in danger of collapse, warns watchdog Guardian
David Dodge sounds inflation alarm Globe & Mail
Putin Steps Up Gazprom Defense Moscow Times
Japan to inject public funds into Howa Bank -paper Reuters
It would be the first injection of public funds after the government imposed a cap on deposit insurance last April
SEBI cracks the whip on biggies for IPO scam Times of India
India probe sparks shares slump BBC
Volkswagen Profit Misses Estimates on Costs to Eliminate Jobs BL
FSA slaps SMBC with suspension order Asahi
Canada, U.S. reach deal on softwood lumber issue Globe & Mail
Russian chicken ban catches U.S. off guard AP
U.S. Tries to Calm Fears In Europe on Using Bases WP

Thursday April 27
Microsoft Profit Rises 16 Percent; Revenue Trails Analysts' Estimates BL
Silver bullet cocked and ready CBSM
Mortgage rates hit nearly 4-year-high for 3rd week Reuters
Bernanke: Fed May Pause Even If Risks Not Balanced BL Text $ Weakens
U.S. Stock-Index Futures Fall on Concern China's Growth Will Slow BL
Gold dips after China hikes interest rates CBSM
U.S. initial jobless claims up 11,000 to 315,000 CBSM
As GM Goes, So Goes the Nation PIMCO (Gross)
Inflation May Accelerate Just as Fed Seeks to End Interest Rate Increases BL
Economists: Fed will raise rates more than expected USAT
The 'Get Bernanke' Music Video North  WMV
Market Calm Belies Fiscal-Policy Dangers WSJ ($)
Waiting to act until financial markets lose faith in just-in-time politics is somewhere between foolish and irresponsible
Preparing for the Economic Typhoon OpEd
Recession Scenarios North  PDF File
Emerging debt-Risk hits record low for 3rd session Reuters
Lex live: Emerging market equities FT
The importance of manufacturing in balancing the U.S. trade deficit EPI
Will stock markets collapse as baby boomers start liquidating assets? BW
M3b, Repos & Fed Watching Bart
Yen gains after China surprises with rate hike
Dollar on defensive, matches 7-month low vs euro Reuters
$C jumps to 14-year high ~ $A strengthened by ailing USD
Dwindling dollar: World may sneeze on US cold TofI E20/20
Globalization used to drive down prices. Not anymore Slate
The Message of the Fed Cleveland Median CPI To
A Stunning Display of Pricing Power by Guess Who? BL
Fed inflation soars Washington Times
Think your home is a nest egg? Think again Reuters
Many homeowners expect to retire ‘on the house,’ researchers say
Number of unsold homes S-Florida balloons Sun-Sentinel FAR vs. NAR Mish
Homes in Foreclosure Could Strain Colorado Housing Market KRT
Mortgage rates expected to continue climbing PPG
Foreclosures and Financial Ruin: How Bad Will It Get? Blog
Gold slides sharply as China raises interest rates Reuters
What the Price of Gold Is Telling Us Paul
Banks hoard gold on hopes of higher retail sales India Times
Indians Purchasing More Gold Than Disclosed by the Numbers RI
With oil at $70 a barrel, firms try coal, shale, even turkeys CS Monitor
Second Thoughts in Congress on Oil Tax Breaks NYT
Oil Prices And Cyclical Stocks BCA Research
US lawmakers demand oil companies' tax records FT
China, construction help copper shine USAT
Copper prices attract U.S. dollars Miami Herald
Time for King Coal to return Cincinnati Post
Exxon profit surges from a year ago CNN
But oil behemoth misses analyst projections and cannot sustain record pace
Bush to Meet Big 3 for Talks on Fuel Issues and Pensions NYT
Accounting Skullduggery (Part 99) Schaeffers
Yet Another Reason to Avoid the Usual Suspect Mega-Cap Tech Stocks
Dow Chemical 1st-period net off 10%, revenue up 3% CBSM
Dow Chemical Lagging Behind Peers TheStreet
Have we already seen the peak of the cycle? That's what most chemical investors -- and an increasing contingent of sell-side analysts -- seem to be saying.
Moody's Tumbles as Revenue Misses TheStreet
Lay, prosecutor clash at trial CNN
Lay describes hardships as jurors get antsy Crudele
Arrest Warrant Sought for Hyundai Chairman AP
T. Boone Pickens: Still Courting Controversy Business Week
SEC Rolls Up Accounting Fraud CFO
NYSE looking at broker, hedge fund CBSM
Simplifying Accounting Is No Simple Task CFO
Wall Street, Don't Let Customers Read This Book BL Wall St. Versus America
China Raises Benchmark Interest Rate to Cool Economic Growth BL
European Stocks Head for Biggest Drop in 2-Weeks After China Raises Rate BL
Asian Stocks Climb to 16-Year Highs on Earnings BL
BOJ expected to let rates rise soon Asahi
Japan's recovery raises the rents IHT
Why the world's markets shrug off fears over global trade imbalances Inde
The IMF may call for an orderly decline in the dollar but financial markets are not good at doing orderly.
Derivatives trading in Thailand finally set to take off Standard
Gazprom now world's fourth-biggest company AFP
Gazprom's acquisition of Centrica is a bad idea Independent
Soros is right to be scared of Russian monopolies Guardian
Putin threatens to divert oil to Far East Times Online
Inflation figures put rate rise heat on home owners SMH
Colombia's Uribe Doesn't Want Bank to Increase Rates BL
FSA hits megabank over loan coercion Asahi
LSE chief warns Putin over banning of Russia's top fund manager AFP
Iran, US in tug of war over Middle East Asia Times
Iran oil bourse next week Iranian.ws
A defiant Iran banks on a split at UN CS Monitor
China urges cool heads over Iran Reuters

Wednesday April 26
Gold Closes at Highest in 25 Years on Comex as Dollar Declines BL
Stocks Climb, With Dow Average Reaching Six-Year High on Earnings BL
Fed sees steady growth, cooling housing market CBSM Beige Book
U.S. March new home sales up 13.8% to 1.21 million CBSM PDF File
Futures flatten out as data lifts bond yields CBSM
U.S. March durable goods orders up 6.1% on aircraft BL Census ~  Ts Fall
Oil Falls a Third Day as Bush Moves to End Gasoline Disruption BL
Asian currencies fall again on intervention FT
Fund buying hits record in March CBSM
“Including March's record total, about $94 billion of new cash cascaded into funds in the first quarter of the year -- a figure topped only by the first quarter of 2000”
Global shake-out of private equity coming -Merrill Reuters
Sowing the Seeds of the Next Crisis   Mises
From My Perch... Schaeffers Mogambo
China: Embrace the Competition Merk
We are afraid protectionism may reign at the end of the day as the standard of living in the West is under pressure.
Understanding the Chinese Consumer Globalist (Roach)
The Predator State Mother Jones
Enron, Tyco, WorldCom... and the U.S. government?
Piece of Florida's Disappearing Past Saved by Munis BL
Foreclosure Numbers at New Highs: Are Toxic Loans To Blame? Realty Times
US home purchase demand at lowest since Nov. '03 Reuters
For Sale: Record Number of Homes Voice of SD
Gold and silver steady Reuters  Oil dips ahead of supply data CBSM
Barclays' silver ETF could be OKed in days -source Reuters
Top Ten Signs of a Precious Metals Bubble Schiff
The 1980s gold re-run Daily Reckoning  A Long Time Coming Butler
Gold, Silver, Oil Bull Markets Now Look Frayed BL
More investors take a shine to base metals USAT
Hedge Fund Profit-Taking cause for Stall of Metals Rally? Hedgeco
Copper rockets past $7,000 a tonne mark FT
The oil party is finally over Japan Times
BP boss blames spiralling oil price on action of speculators Times Online
Oil companies cruise toward record earnings CBSM
3 largest U.S. oil companies combine for $16 bil profits AP
Record oil prices and profits turn up heat in D.C. AP
Does Expensive Gas Make Vacations Too Pricey? ABC
Gas prices may hit $4 before falling back CNBC
How to Ease the Pain at the Pump Business Week
Stock picker Miller throws cold water on commodities Reuters
Babcock & Brown Infrastructure Agrees to Buy NorthWestern for $2.2 Billion BL
Boeing Profit Rises 29% on Biggest Gain in Deliveries in 5-Years BL PEP
Amazon.com 1Q Earnings Slide 35 Percent AP
Strapped insurers flee coastal areas USAT
EU warns Microsoft will stifle innovation AP
Refco creditors sue BAWAG, judge freezes assets Reuters
Lay: No Recall of ''Dire Straits'' CFO
Citigroup Is Test Case for Australia's Insider-Trading Rules BL
Hedge fund advisers face tough examination by SEC FT
Portus faces new charges Globe & Mail
One Last Local Enron Rip-off Seattle Weekly
U.K. Economy Grew 0.6 Percent in Quarter, Matching Fastest Pace in a Year BL
China's central bank warns of risks in housing finance Xinhua
Tanigaki calls for 'orderly' moves in forex markets Japan Times
Japan firms eyeing bubble-level job offers for 2007 graduates TMCNet
Euphoria for Korean Shares Continues in 2006 Korea Times
Emerging debt-Yield spreads narrow to tightest ever Reuters
Is The Clock Ticking For Emerging Markets Stocks? Capital Spectator
Mini Boom As 'Hot Money' Set Kenya's Sleepy Bonds Market On Fire All Africa
The Age of Economic Bubbles Has Not Come to an End Dar Al Hayat
Market rally sees bank loans landing in stocks Times of India
The lure of quick bucks is pushing many people to avail of credit to pump into the booming markets... Sensex melts 268 in metal fire
Retail presence in derivatives on rise ~ NSE hikes margins
Bull Run? Beware of being scammed! Rediff
Bank of Canada: Not Done Yet ... But is this Overkill? CIBC PDF
Russia's red-hot IPO boom could end in tears Moscow Times
Don't rule out a gas cartel; it makes sense to Russia Times Online
The Coming Natural Gas Cartel Foreign Policy
Few people talk about the looming U.S. dependency on imported natural gas, but it could be painful.
'Gazprom Is Good for the World' Moscow Times
Gazprom deputy CEO Alexander Medvedev turned to the Bible on Tuesday to defend the gas giant's policy toward Europe
U.S. to Investigate Gazprom’s RosUkrEnergo SPTimes
India looks to Burma to slake growing thirst for gas CS Monitor
Report: Turkmenbashi maintains slush fund ISN
EBX, Expelled From Bolivia, to Move Pig-Iron Mill Across Border to Brazil BL
Ireland's Housing Market Probably in a Bubble, Institute Says BL
Experts: Global warming behind 2005 hurricanes Reuters
Chernobyl: 20 years on, no end in sight to the suffering Guardian
Iran 'will harm U.S. interests if attacked' Reuters

Tuesday April 25
Bush threatens to veto bloated war-funds bill Reuters
Silver leads broad gains among metals futures CBSM
Bush takes aim at rising gasoline prices CNN
Treasuries extend losses on poor 5-yr TIPS auction Reuters
Stocks Struggle -- 'Treasurys are getting killed' CBSM Chart: 10-year Yield
Lay Says He Was Eager to Talk With WSJ AP
Treasuries Fall as Consumer Confidence, Home Sales Increase BL
U.S. April consumer confidence rises to 109.6, a 4-yr high Conference Board
Home Sales Unexpectedly Rise O.3%; More Houses on Market BL Realtor
The "Commodity Super Cycle" goes into Extra Innings 321
Bank of Canada raises rates Globe Investor
Crude gains as Iran comes back into play CBSM
Iran to shun UN watchdog if hit by sanctions Reuters
Stock Futures Steady Ahead of Bell AP
US investors pour $68bn into global mutual funds FT
Or more than twice the amount allocated to US funds.
Globalization's new underclass Roach
The US-China trade 'disconnect' KWR
Dollar decline won't hit stocks -- yet CBSM
A brief look at why prices seem to fall faster than they rise Black Swan PDF
U.S. consumer is key in global economy DiMartino
Credit quality hit by LBOs FT
Pension funds boost FX trading volumes Investor Global  Greenwich
Venture Capital Investments Up 12 Percent AP
Convertible bond issues lift hedge funds WSJ
Investor Actions Speak Louder Than Experts' Words Currier
Uncle Sam Seeks Accounting Break CFO
Emergency Spending Bill Grows by Some $15B AP War getting more expensive
Housing Slump? Horton, Toll, Pulte Bonds' Rally Shows It May Be Ending BL
There are enough new homes on the market to satisfy demand for more than six months, the largest backlog in more than a decade.
UBS tempers view on home builders CBSM
Home foreclosures increase 72% BL
The Housing - Inflation Connection Blog
NY Precious Metals Pre-Open:Gold $6 Higher; Silver Up 60c Dow Jones
Marc Faber Says Gold May Rise 10-Fold If Dow Triples BL
Gold's Real Fundamentals Dow Jones  Gold's Message Saville
Gold price hot but output cold Business Day
ETF Securities Plans Silver, Gold Funds to Tap Demand BL
Coming soon: Funds for trading in gold Mumbai Mirror
The Soft Underbelly of Mining Stocks Texas Hedge
OPEC concedes it can't rein in oil prices Reuters  How High is Too High? AP
Don't blame the Chinese for this nation's oil woes Seattle Times
The pain ... and the gain USAT
High gas prices propel a new 'moped madness' CS Monitor
Scooters and mopeds see a rise in sales...
As gas prices climb, wind power wins over new fans Knight Ridder
Weary buyers look for fuel-sipping cars Detroit News
Bush Orders Probe Into Gas Price Cheating AP
In deregulation of electric markets, a consumer pinch CS Monitor
Record commodity prices fail to stoke sea freight Reuters  BDI versus CRB
Commodity Price Rally Very Extended, But... BCAR
Material Sector Shakeout Ahead? BCAR
Copper: The Beginning of the End? CSFB PDF
Risk appetite rose sharply last week and made a new 20-year high
Copper Climbs to $7,000 a Ton for the First Time, Leading Rally in Metals BL
Reynolds American to Buy Conwood for $3.5 Billion, Enter Smokeless Market BL
DuPont 1st-qtr profit falls, raises forecast Reuters
BP's 1st-Quarter Net Profit Falls 15%. AP New AT&T boosts earnings by 63%
Think Twice Before Purchasing These Seven Stocks Dorfman
Kumar Pleads Guilty in $2.2 Billion Computer Associates Accounting Fraud BL
Web Tycoon Turns The Tables on Touts NYP
Once-admired Lay must persuade jury NYT  It Wasn’t Me Crudele
Words Could Hurt Lay on Stand Houston Chronicle
LSE denies receiving bid offer from NYSE AFP
Ford stock declines to a 3-year low Det FP
Sun Chief McNealy to Step Down as Losses Mount at Company He Founded BL
Gates buys into ethanol CNN
Lament of the Profiteer Slate
Why Halliburton wants the Iraq war to end
U.S. Shell-Company Probes Hindered by States' Rules, Watchdog Says BL
Raytheon CEO admits not crediting 1944 rule book Reuters
Women still making less money than men WP
Hedge funds make big bets on China boom CNN
China: Losing Control? Xie
G-7 Appeals to IMF to Pressure China on Yuan BL
Qatar buys euro for reserves AME
German Business Confidence Unexpectedly Climbs to 15-Year High, Ifo Says BL
BOJ’s 2007 CPI Forecast May Signal Early Rate Hike A Bernstein  PDF
South Korean Economy Grew 1.3% in First Quarter as Exports Climbed BL
Arab Banks Vulnerable to Shocks in Real Estate and Equity Markets Arab News
Bond Market Will 'Double in 3 Years' Moscow Times
Fears over fraud as VAT receipts slump Guardian
Telecom liability a tough number to call Times Online
A cure for China's primary share phobia Asia Times
Superior units drop 25% Financial Post
Venezuela's Chavez Escalates Fight With Exxon, Oil Producers Over Control BL
BP's Browne Says Venezuela Risks Oil Investment With Greater Demands BL
As Zimbawe's economy collapses, a tiny few make huge profits Guardian
Zimbabwe has the fastest shrinking economy outside a war zone, with unemployment pushing 80% and inflation a rampant 913%. But amid the meltdown a small minority - some legitimate investors, others crooks - is thriving
Rumsfeld say Iraq, Afghan missions key to containing Iran AFP

Monday April 24
Stocks end lower; weak dollar in view CBSM
Barclays deposits silver to back iShares trust Reuters
Lay: Enron's Fall Caused 'Enduring Pain' AP
Lay repaid more than $70 million in company loans with Enron stock throughout 2001...He didn't tell employees of those sales, however, as he encouraged them to buy more stock in September 2001.
Time for a New Global Architecture Roach  Bad Advice Berner
American Express Net Income Declines in 1Q AP
Hostile Trends Hussman
It's performance and risk management over the complete market cycle that matters. Everything else is entertainment.
Things aren't always as they might appear St. Louis Today
Yen surges to three-month high vs. dollar CBSM FX Trading BSwan  PDF
Dollar Decline May Accelerate as Fed Rate Expectations Ease, Survey Says BL
Warning flags flutter on economy CS Monitor
The shrinking real estate bubble and the US trade deficit are early indicators of recession. CSI: Trade Deficit Krugman ($)
Sooner or later current account deficits have the final word NB Financial PDF
Just when, and by how much, will the US dollar depreciate? DeLong
The US and China have a lot to learn from Arsène Wenger King
Treed bears' snouts scorched Brimelow Where's The Liquidity? Yu
What's a saver to do now? SF Chronicle
Interest rates kindle worry USAT
Even in small increments, interest rate increases are weighing on auto executives' minds.
Series I Bonds at 2%: What Happened? WSJ
Things about manufacturing and free trade that you have not been told Jackson
As millions retire, their skills and knowledge will be gone, too Union Tribune
Congress Struggles With Pension Bill AP
A bite to the budget: Credit card rates are rising Mcall
The cost of borrowing is rising faster than overall interest levies
A warning for backers of protection IHT (BL)
America's borrower-industrial complex CBSM
“Never before have political leaders urged such large-scale indebtedness on the American consumer to rally the economy."
'American Theocracy' author sees country on edge of precipice RMN
American Theocracy : The Peril and Politics of Radical Religion, Oil, and Borrowed Money in the 21stCentury Amazon
The housing bubble has popped Fleck
Reports of falling sales and investors stuck with properties they can't sell are just the beginning...
Doors Close for Real Estate Speculators WP
After Pushing Up Prices, Investors Are Left Holding Too Many Homes
Condo developers find tough time in Vegas Knight Ridder
They had a plan, then reality intruded LA Times
As home sales market tightens, realty agents look for an edge AP
A decline in housing ads? Newspapers not listening Advertising Age
Major U.S. publishers all recorded real-estate sales growth in excess of 20% during the first quarter, buoying otherwise disappointing results.
Rent increases accelerating in many markets across the West AP
Mortgage option goes from unknown to uncommonly popular News Tribune
Desperate Realtors a big hit in Utah Salt Lake Tribune
The Federal Reserve and Housing: A Cluster of Errors? Englund
NY Pre-Open:Gold Down $4; Silver Down 20c DJ Oil eases below $75 R
ETFs add 125 tonnes of gold in early 2006 Mineweb
UAE shoppers world's top gold buyers Trade Arabia
Bullion 'likely to continue being hot to handle' Times Online
Oil Producers, Consumers Say Prices Show No Sign of Retreating BL
Forecasters say oil price will reach $90 Times Online
Gas Up 24 Cents to $2.91 Over 2 Weeks  AP
Specter Says Gas Prices May Lead to Tax on Oil Profits BL
Bush promotes hydrogen-powered cars  Reuters

Inflation worries driving commodity demand Reuters
Copper price nears $7,000 a tonne  BBC
Once Marginal, but Now Kings of the Oil World NYT
In a world where every single barrel counts, the actions of Chad's president could threaten global energy security.
Investors betting on higher oil prices London Free Press
Caterpillar Net Rises 45% on Construction, Mining Equipment Demand BL XRX
Washington Mutual to buy Commercial Capital Reuters
Investors vs. Pfizer: Guess Who Has the Guns? NYT
UnitedHealth panel may face scrutiny AP
If GM Fails, Then What? LA Times
Microsoft goes into battle over EU's record fine Guardian
In Utility Stocks, Dividends Aren't the Only Draw NYT
Hyundai Chairman Appears for Questioning AP
Refco collection of photos to go under the hammer Telegraph
Refco’s Ruins NYP
Kenneth Lay to Take Stand in Enron Trial AP
‘Pipes’ Cleaning Byron
Silica could become a bigger compensation headache, than asbestos BRW
Japanese Stock Market Tumbles 2.8 Percent AP
Downward spiral 7Days  Saudi Stock Index Dips 7.93 Percent Arab News
The DFM index has now fallen more than 50% from its highs of late 2005, with many asking at what point it should be admitted that the markets have crashed.
Asian Currencies May Extend Rally as Group of Seven Calls for Yuan Gain BL
Watch the dollar, not the yuan, Zhou says CBSM
Chinese central banker defends right to choose currency regime
China president looks to establish Saudi-fed oil reserve AFP
Chancellor's golden rule claim set to be thrown out by MPs Times Online
The Birth of a Bubble? Moscow Times
In less than 12 months, the Russian equity market has grown in value from $325 billion to $857 billion. The creation of $532 billion in value in less than a year has made Russia the best-performing large market in the world.
India Inc numbers lose to sensex Telegraph Calcutta
In 05-06 the sensex rose 73% while the earnings of the sensex companies rose by around 21%.  Some Top broking firms turn bearish IndiaT
Home loan party may not be over yet Financial Express (India)
Caste, 3,000-Year-Old Curse, Still Haunts India Bloomberg
Troubled times - even recession - ahead Western Mail
Japan fears criminal response to loan change Times Online
Japan: A Delicate Balance Newsweek
With the price of oil skyrocketing, Tokyo may have to make friends with some of Washington's enemies.
Iran says Japan remains good customer for its oil Reuters
Gazprom talks spark fears of gas cartel Times Online
Gas Firm Under U.S. Scrutiny Moscow Times
Alberta's boom is too hot for some Globe & Mail
Many financial ads 'misleading' BBC
Chinese investors hungry for governance reforms Globe & Mail
Dealing with Iran encourages its nuclear plan -U.S. Reuters

IMF gains new mandate as world economic watchdog Guardian Transcript
In its biggest structural change since the break-up of the Bretton Woods system of fixed exchange rates in the early 1970s, the fund was given a mandate to conduct multilateral surveillance of the global economy and to suggest steps that the leading nations should take in concert to ensure better balanced growth.
IMF, Seeking New Role, Sets Mediation Effort That May Tread on G-7 Turf BL

Weekend Edition (April 22-23)
Fed Pause Good For Stocks? Birinyi
Islands of Stability Mauldin
Bubble, schmubble - foil or trouble? IHT
"6-years ago we said profits don't matter. Now we're invited to say deficits don't."
Imbalances grow as leaders point fingers CBSM
Avoiding economic crisis over trade won't be easy
So, You Think You’ve About Wrapped Things Up? Noland
A Penny for Your Thoughts, and 1.4 Cents for the Penny NYT  Coinflation.com
The government will lose nearly half a cent on each new one it mints...
Not Your Father's Housing Market Schiff
It's time for risk to matter in housing DiMartino
Home seizures' ripple effect Denver Post
Rates Rise, Foreclosures Follow NYP
Hot commodities keep rising Globe & Mail
The more oil rises, the bigger the fall Times Online
Trading the Oil Bull 4 Zeal
Iran Prez Plays World NYP
BGI pledges silver fund go-ahead despite rout in the metals markets TOnline
The spokeswoman declined to say when the vehicle will be launched, citing confidential talks with regulators in the US...
The Yanks are coming ... and U.K. business is wary CBSM
Rich Americans Sending Their $ To Japan, India NYP
Nothing Yet Invented Beats a Little Stash of Cash Currier
Goldman Sachs - New York rules Times Online
US's Snow urges end to lend-and-forgive cycle Reuters
China's Zhou Says Pace of Country's Economic `Reform' Can Be Accelerated BL
Why are Gulf stock prices falling when oil prices are hitting record highs? AME
Federal debt is paid off Border Mail
The Week Ahead: One Mo' Time ... or Two? CIBC PDF
Oil tops agenda as China president visits Saudi AFP
American way of life China Daily
Dollar too unstable to be reliable - Russian minister RIA N
The One Certainty About Iraq: Spiraling Costs for Americans ABC
Russia Warns Against Threatening Iran AP Iran nuclear work 'irreversible' BBC

Friday April 21
Dow ends at six-year high; oil climbs to record high above $75 CBSM
Gold Has Biggest Weekly Gain Since 2002 on Investment Demand BL
Gold resumes bull run; copper ends above $3 CBSM
US East Coast fuel crunch worsens, Va. seeks waiver Reuters
Oil Reaches New High of $75 a Barrel AP
Bad Advice Roach  The Stir-fried World Xie
Stocks feeling lucky again CNN  Dell sinks after analyst cuts rating
Riksbank changes currency allocation Riksbank Diversification fears haunt $
Bonds can’t meet pension demand FT
Fed Locked in by Prior Policy Errors Comstock
This is the fourth or fifth time since October that the market has rallied based on the last Fed rate hike being near.  End of Cycle: Collision Course Barbera
Why interest rates will march higher Jubak
All bets are on Fed increase SFG  Fed Getting Ready To Pause BCAR
Forget Goldilocks, U.S. economy feels more like Jekyll and Hyde Knight Ridder
Oil and stocks can't both go up forever Hulbert
Trade: Clash of the Titans Newsweek
The Uneasy U.S.-Chinese Trade Relationship Council on FR
No Nixon Moment on China's Currency for Bush Pesek
Yuan Falls After Hu Offers No Stronger Currency Measures B
A devalued yuan would heat inflation DiMartino
U.S. Companies Were More Successful Raising Prices BL NABE Highlights
Wall Street firms push investors toward margin loans WSJ
Brokerage firms say investors are increasingly using securities-based loans as a quicker and cheaper way to pay for a variety of purchases, not just more stocks and bonds.
The Next Big Bailout? AEI
Addressing the Insolvency of the Pension Benefit Guaranty Corporation
Real Estate: Boom or Doom? ClubEW (Free Reg)
Housing prices put Americans on the move CNN
Amid concerns, developers love condos Arizona Republic
Foreclosures piling up Denver Post
USA Capital bankruptcy filing leaves investors stunned AP
Gold resumes bull run; copper above $3 ~  Oil Touches New Record Above $73
Metals hit as price of silver goes into freefall Times Online
“It all started in silver, but it was commodity-wide by the end of the day.”
A Last Desperate Act? Steer
I heard from a very reliable source yesterday (April 19th) that the COMEX was meeting in emergency session.
Lassonde: $850 Gold Price May Be Challenged Mineweb
Gold will go to $3000/oz - Bill Murphy, GATA Mining Mx
Investors' gold dilemma: Buy on a dip, or wait CNN
Commodity sell-off may support dollar -hedge funds Reuters
Crude May Climb to Record on Supply Disruption Concern, Survey Shows BL
Average gas price tops $3 a gallon statewide Sac Bee $4.049
Gas stations run out of fuel as gas prices soar NBC10
Delaware Gas Stations May Run Out AP
Drivers curb use as gas goes up USAT
The peak vacation driving season is still ahead CNN
Copper user group complains about soaring prices Reuters
Leap in copper prices flooding Arizona's economy Arizona Republic
Chile moves to stem fallout from copper windfall Reuters
Oil wealth and corruption at play in Chad's rebellion CS Monitor
Iran's leader hails rising oil prices as ‘very good’ Reuters
Chavez: Oil Will Be Destroyed if Attacked AP
How real are results from hedge funds? IHT (Norris)
Hedged Bets Morgan Stanley PDF
Kohlberg Kravis and Bain Seek $1 Billion of Loans for Asian Acquisitions BL
US crackdown on companies that employ illegals FT
McDonald's earnings not so tasty Reuters
City National Shares Fall AP
Ford Reports Loss of $1.2 Billion on Costs to Eliminate Jobs, Close Plants BL
JPMorgan Agrees to Pay $425 Million in Settlement of IPO Fraud Lawsuits BL
Freddie to Pay $410 Million TheStreet
Class-Action Status Sought in Teflon Suit AP
Skilling Wraps Up Enron Trial Testimony AP
MFRI To Restate RTT  Nortel To Restate G&M
Comverse Tech receives Nasdaq delisting notice Reuters
Six Companies in Calpers Cross-hairs CFO
Reversals are raising questions about NASD's bite as watchdog IHT (NYT)
Seismic shift looming in trading FT
Fears for growth as China puts brakes on Telegraph
The last time China clamped down on the banks - in April 2004 - copper tumbled 17pc over the following month and the broader CRB commodities index slipped 9pc. Prices were far less over-stretched then than they are now.
Breakneck Sensex streaks past 12,000 barrier Indian Express
After 15-day jump of 1,000 pts analysts urge caution, predict volatility, correction
IMF chief: west must cede power to emerging nations Guardian
How the consumer slowdown could squeeze Brown where it hurts Independent
REIT market following resurgence in land prices Kyodo
Gazprom threatens Europe's gas supply Guardian
Gazprom Warning Has EU Worried Moscow Times
Given that Iran has the world's second largest gas reserves after Russia, "what alternatives does Europe have?"
Europe: Resisting Assimilation Statfor
Saudi Bourse Fluctuations Hit Traders Arab News
Margin calls trigger panic selling on DFM Khaleej Times
Mideast Money Pinch WSJ
U.S. Service-Sector Firms Feel Loss of Arab Spending
Indonesia vulnerable to hot money reversal Reuters
TSE to reinstate normal trading hours Monday Japan Times
Canadian Stocks lure foreigners Financial Post
Acquisitions of $9.5B for the first 2-months have already surpassed all of 2005
Alberta Labour crisis may spread G&M
Hyundai offers $1 bn as apology India TImes
Palestinians warn of severe credit crunch FT
7.7 magnitude earthquake hits Russian Far East CBSM
U.S. attack on Iran would have severe impact, Saudi envoy says Chicago T
Russia says no Iran sanctions without proof: report Reuters

Thursday April 20
Google Net Jumps 60%, Tops Estimates After Taking MSN, Yahoo Share BL
Earnings lift Dow to a six-year high CBSM
Leading index decreased 0.1 percent Conference Board
Philadelphia-Area Factory Index Rose to 13.2 in April in Fed Survey BL PFed
Freddie Mac: 30-yr mortgage averages 6.53% vs 6.49% CBSM
Gold prices fall from a 25-year high as silver sinks up to 16% CBSM
Oil hits new high above $74 on supply fears Reuters
Dow rallies to a 5 1/2 year high CBSM
Any steam left in rally? CNN  Stocks: Hitting the top again and again
U.S. jobless claims fall to 303,000 CBSM
IMF steps up pressure for dollar depreciation FT World Economic Outlook IMF
U.S. dollar bears growling Globe & Mail 
Weak dollar, rising global interest rates pose threat Economic Times
Can the New Fed Keep Eyes Off Rear-View Mirror? Baum
Margin Loans Make a Comeback WSJ ($)
Financial War Games Mish
Mismeasurement Matters: China is Bigger Than You Think
Hu: U.S. partly to blame for trade deficit CNN
Dobbs: Hu's visit shows who's in charge CNN
Economic equivalent of M.A.D. may end with a bang iTulip
China's military rise weighs on US FT
The 'Emergency' Loophole AEI
How did these spending abuses get so bad?
Stay away from the mall, say Hallelujah! Money
Why Housing Looks Rickety Business Week
Homebuilder Pessimism Intensifies: Beware Of H-Improvement Retailers BCAR
Sales Decline Twelve Straight Months In Bay Area Blog
Rise in Bay Area home prices slows SF Chronicle
Home sellers seeking new ways to woo buyers AP
Mortgage Application Volume Drops Slightly in Latest Survey MBA
Gold, silver at new peaks on dollar, Iran Reuters
Crude-oil price touches new highs CBSM
Iranian gold rush highlights escalating tensions FT
Another day, another ten dollars for the gold price Mineweb
It’s a new kind of gold rush in booming India Gulf News
How Much More "Vertical" Will Silver Prices Get? EW
This time, oil may push up inflation DiMartino
Faith-based frenzy that unites Iran with the oil speculators FT
Oil Trades Near a Record as Stockpiles Fall 1st Time in 4 Weeks BL
The Coming Oil Crisis C.Puplava
GM says oil price rise ripples through supply chain Reuters
Japan's appetite for uranium is growing Asia Times
Wanted: Big wheels for mining industry IHT (NYT)  June 17, 2005
"Right now the entire mining industry is going berserk, and we're feeding into it"
It's time to be wary of high-flying commodities boom Montreal Gazette
Complex story of commodities boom and supply and demand TheAge
GM Posts Loss, Its Sixth Consecutive BL BAC - MRK - NOK
Nissan cutting U.S. production AP GM says global sales up 4.4 percent
Is Wal-Mart boxed in? Fortune
Former Exxon CEO defends $150M pay package Reuters
Skilling Defends $200 Million Asset Move CFO
Alternative investments pay off for the very rich FT
Rights group says Yahoo gave China information used to jail Chinese user AP
Bill Gates makes cryptic remark on Internet rights to Hu AFP
Japan’s trade surplus narrows in March Reuters
China's GDP in first quarter grows 10.2% Xinhua May Prompt Curbs
China Investment Jump a `Problem,' Government Says BL
Rising Yuan Pushes China Upmarket China Daily (NYT)
Indian Central Bank Must Let Housing Bubble Be BL
An oil slick on the road for Asian consumption Reuters
Australia to become 'debt free' tomorrow ABC
Brazil Reduces Benchmark Lending Rate to Five-Year Low of 15.75 Percent BL
Currency Strategists: Brazil's Efforts to Weaken Real Unlikely to Succeed   BL
Pension deficit sinks 329 year old firm Times Online
Jailed Yukos Founder to Get Own Cell, TV Moscow Times
Regulator increases heat on advisers TheAge
Bird flu 'threatens economic shock' Times Online
Saudis mull electric fence on Iraqi border CS Monitor

Wednesday April 19
Intel Faces Falling Demand TheStreet  Ford to take $2.4B restructuring charge
EBay Income Declines on Stock-Options Costs; Shares Slide on Forecast BL
IMF urges forex adjustments to fix imbalances Reuters
Rate hikes near end only if data cooperate: Yellen CBSM
Tax cuts don't wholly pay for themselves-Bernanke Reuters
“The possibility of a future disruptive correction of the U.S. trade deficit cannot be ruled out”
Gold futures up almost $13, end at highest level since 1980 CBSM
Veteran trader sees 10 pct chance of $850 gold Reuters
Treasury critical of China as Hu visit nears CBSM
Oil futures tap a record as U.S. supplies fall CBSM Gold, Silver Extend Rise
Iran President Says Oil Below Real Value AP
Treasuries Fall as Faster Inflation May Spur Two Rate Increases BL
Stocks to rise on earnings, rates hopes CBSM
Consumer Prices Rise 0.4 Percent; Core Index Increases 0.3 Percent BL BLS
Largest increase in core prices since last March.
Oil Trades Near Record BL Dollar Trades at Seven-Month Low BL
FX Trading – A combo sandwich of cyclical and structural Black Swan PDF
What to do after you sell in May Hulbert  Mogambo
Earnings growth has to slow sometime DiMartino
Federal Reserve Says End to Rate Cycle Is Near, Won't Say When BL
America meets the new superpower Independent
How to Weather The 'Red Storm' WP
Hu visit unlikely to resolve currency woes CBSM
China's Rising Need for Oil Is High on U.S. Agenda NYT
Why Gates May Matter More to China Than Bush Pesek
How Big Is Bush's Big Government? Mises
Issuers Ought to Ask Why Their Bonds Are `Flipped' BL
Real estate insiders go bearish in blogs CNN
Seven in 10 Consumers Expect Housing Bubble to Burst Gallup
Wealthy Escape Home Market Voice of San Diego
When to Sell an Investment Property In a Cooling Market for Real Estate WSJ
Selling one's home is difficult business Beauford Gazette
New housing nosedives DetNews
Million-Dollar Homes in Foreclosure? RealtyTrac
Home Mortgage Giant to Pay $3.8 Million in Fines to F.E.C. NYT
Exchange to Change Margins for Silver and Copper Futures Contracts NYMEX
Gold, silver find appeal on Middle East worries Reuters
Jim Rogers Says Gold Will Reach $1,000 as Commodity Prices Soar BL
A Cornered Rat? Butler
It's a gold rush as savers sock the bars away Globe & Mail
It's not just exchange-traded funds or mining company shares that are popular. Canadians — and investors around the world — want the real, physical stuff.
Forget women, men chase gold Financial Express  More Mainstream Support
'Gold is a bitch' Telegraph
Bullion is nudging the $600 barrier and even pension funds are buying. But as the bulls stampede, is their optimism justified?
A Deep Knowledge of Gold Business Week
Why so high? Oil markets riding new currents CS Monitor
Oil prices could put consumers over a barrel Reuters  Oil: the party is over Dyer
Everybody's Into Commodities -- You'd Better Duck BL
Oil, gold ramp bourse to record Aust Commodities rally sends TSX to record
Commodities frenzy drives JSE to new record Business Standard
Copper, Zinc Soar to Record in London; Aluminum at 17-year High BL
Brazilian Sugar Exports May Climb 13% as Prices Soar, U.S. Says BL
Rising jet fuel costs may push airline tickets up USAT
JPMorgan Profit Rises to Record $3.08B BL KO - PFE - UTX
CBOT profit up 69 pct on heavy futures volume Reuters
Hedge funds in view as Fed ponders systemic risk Reuters
Banks hiking fees, newspaper says CNN
Stock-option requirements hit Yahoo results FT
CFOs Cash In on Stock-based Awards CFO
Panel to Propose Exceptions to Governance Rules NYT
The most controversial recommendation would exempt four out of five public companies from the provision that requires companies to review their financial reporting procedures and fix any problems that could lead to mistakes or fraud
Brewer gets court's OK to dump pension PPG
Hot-Fund Performance Chase Never Runs Out of Fuel BL
Temper, Temper Crudele  Lay Gives Skilling Good Reviews at Trial AP
Skilling loses his cool in cross-examination
Ponzi Promoter NYP
Senator rips ex Exxon CEO's retirement package Reuters
Ex-HomeGold chairman free on $100,000 bail TheState
San Diego Case Gets Ugly Bond Buyer
States Sue Tobacco Firms Over Payments AP
Who Do You Trust? Time
Is there an online video bubble? CNN
Japan Bonds Gain; Government Says Concerned About Rising Yields BL
Will China's next big export be inflation? Times Online
China's forex reserves may exceed US$1 trln China News
Chinese manufacturing hub may raise wages FT
China's loosening of forex controls to boost derivatives market AFX
The new frontier for derivatives FT
Inflationary expectations are rising Inde German inflation fears increase BBC
Bank voted 7-1 to hold UK rates BBC
Rising job losses push up homes for sale FT
RBI tightens screws to avoid asset bubble Financial Express
Marynberg Buys Venezuelan Stocks as Chavez Slams Capitalism BL
Chavez views '90s oil deals as criminal Reuters
Business Lobby Warns of Stagnation Moscow Times
Bill to Clamp Down on Non-Ruble Prices Moscow Times
Yukos lawyer convicted of fraud BBC
SESC cites 6 companies' failure to issue proper financial reports Asahi
Japan prepares survey near disputed island; Seoul denounces plan as 'provocation' Asahi
Investors Globally Want Better Corporate Governance Smart Pros (USAT)
Decision on Iran must wait till end-April - Russia Reuters

Tuesday April 18
IBM Earnings Climb 22 Percent on Job Cuts; Results Miss Highest Estimates BL
U.S. Stocks Rise by Most in 11 Months After Fed Minutes; Oil Shares Gain BL
Fed Members Saw End of Rate Increases Likely `Near' in March BL Minutes
Gold hits fresh 25-year high, silver peaks too Reuters
Yellen Sounds Dovish Notes TheStreet  Speech
Oil and Bonds ~ Risks for the Consumer ~ China: Riskier Landing MStanley
Bush won't rule out nuclear strike R  Report: Blair will not back Iran strike CSM
US auto industry faces profound issues-Chicago Fed Reuters
Saudi shares crash by 6.7% AME
Stocks aren't scared CNN
Housing Starts in U.S. Drop 7.8% to 12-Month Low; Permits Decline BL PDF
Gas Prices Push Up Wholesale Inflation AP BLS
Interest Rates Saville
FX Trading – Gold, oil, toil and $ trouble? Black Swan PDF
Fed Comments and Data Point to One More Increase Berry
Fed's faltering connection with economic realities King
Mr. Hu Comes To Washington Forbes
U.S.-China Summit Promises Pomp But Few Results WP
China's Hu to Visit With Microsoft, Boeing AP
The US-China imbalance is unsustainable Times Online
China yuan reforms "agonizingly slow": Zoellick Reuters
Do stocks have any zip left? WSJ
Getting technical with the markets Hulbert
Strong spending still defies economic gravity CS Monitor
New motto: 'Work Forever' Farrell
Some days I get the feeling Wall Street, Washington and Corporate America all think we're hopeless idiots.
High costs of child care can lead to lifestyle changes, adjustments USAT
Slow learners but worth the wait Peebles
Dangers of the housing market delusion FT
Do higher house prices make a country richer? The answer is simply “no”.
In the home-buying frenzy, renters could reap bargains CS Monitor
Cashing in on housing boom Philly Inquirer
Toll Bros. thrived in a red-hot market. But orders are off, and so is its stock
“Acoustic Home Loans is no longer in business” Acoustic Home
Great Quake Looms, Many Households Unprepared Realty Times
Gold Rises in Asia as Investors Hedge Against Rising Oil Prices BL
For Gold, Everything's Coming Up Roses TheStreet
Commodities Boom Pushes Goldman Index to Record High BL
Oil above $70 on Iran worry Reuters  $72! Heading towards $100l: Traders
OPEC says oil markets well supplied despite record prices AFX
Gasoline price jumps 10 cents in 1 week: government Reuters
By next week: $3 gas! Detroit News
This week's prices are 57 cents higher than a year ago.
Uncle Sam's hand in high gas prices? CNN
Spring Fever at the Pump Business Week
Increased demand has sent ethanol prices through the roof  Chart
“Right now making ethanol is like having a money machine” NWA
Ethanol Stocks: Harvesting Risk Wired  Meijer to sell ethanol
Ethanol demand spurs plant-building frenzy PP
Changed U.S. economy more tolerant of oil prices PPG
Chemical Companies Look to Coal as an Oil Substitute NYT
UK coal producer pushes for price increases of 40% Times Online
Copper soars to another high on fund buying Reuters
Carbon Prices Reach Records on Concern About European Shortages BL
The Ships Keep Coming In For Canadian Rail Company IBD
"Railroads are coming out and hitting something on the order of 15% to 20% (price) increases, sometimes every six months”
Why metals stocks haven't peaked Jubak
Strike ends at Latin America's biggest gold mine Reuters
Price-gain trifecta: oil, gold and silver HChron
“There are all sorts of theories out there about how these markets move in tandem, but the link really is fear”
Merrill Revenue Jumps to Record $8 Billion BL WFC ~ USB ~ JNJ
 PUC believes CenterPoint made too much in 2004 HChron
CenterPoint Energy Issues Rolling Blackouts In Houston Click2Houston
Calpine Plans $7 Billion in Charges TheStreet
Utility-bill notice jumps gun on rate hike before rate is approved Arizona Republic
Buffett Buying Sweatshirt Shop TheStreet
GM beats the market! Fortune
General Motors' pension fund, that is.
Wendy's CEO retiring in surprise move Reuters
Skilling tells court he forgot attempt to sell shares Times Online
Tyco Will Pay $50 Million to Settle Case With S.E.C. NYT
Financial abuse grows as elderly become targets AP
Study: Health insurers are near-monopolies AP
Tech Firms Tighten Up on Options TheStreet
Why big search engines are in trouble CBSM
Iceland's Fizzy Economy Faces a Test NYT
Critics argue that Iceland faces a financial disruption that could have repercussions far beyond its 40,000 square miles
Iceland's Bond Costs May Increase as Hedge Funds Flee BL
Bulls Are Running to India, Raising Fears of a Bubble NYT
India Central Bank Leaves Key Interest Rate Unchanged BL
“The fears of asset price inflation turning into a bubble cannot be ruled out”China-India trade grows amid friction
China-India trade grows amid friction Asia Times
China bans ships in part of East China Sea Daily Times
Japan's giant sucking sound Asia Times
Japan gov't bond yield rises to 2.0% for 1st time in nearly 7 years Kyodo
Japan's Tanigaki: Long-term rate rises a bit rapid Reuters
Japanese ready to go on global shopping spree Times Online
Japanese companies have watched from the sidelines during the past 15 years
New moneyed class spends big at luxury retailers Japan Times
Morgan Stanley to Sell $2.9 Bln Japan Property Debt BL
Japan's Household Confidence Slips From 15-Year High BL
Correction looms on horizon Sydney Morning Herald
Many in UK 'have £10,000 debts' BBC
City Housing Prices Grow 7.5% a Month Moscow Times
Moscow's residential real estate market continued to soar in March, as price increases hit an all-time high.
Russia's Gref: Govt still plans to make Rosneft IPO in Jul-Sep Prim-Tass
$20B Deal, Despite Storm Over Yukos...Testament to Short Memories  WSJ
World Bank: Russia Called Too Reliant on Petroleum NYT
Gullible investors being fleeced / Salespeople fail to warn of risks Yomiuri
World Bank considers return to Iraq FT
Ruined Treasures in Babylon Await an Iraq Without Fighting NYT
U.S. to urge world powers to act against Iran Reuters
Russia Seeks Diplomatic Solution on Iran AP
Iran Leader Says Enemies Will Be Met With `Latest Technology' BL
Sanctions against Iran Paul
Israel to consider military action after bombing AP

Monday April 17
Commodities climb takes a toll on stocks CBSM
Is market risk about to spread? DiMartino
Home builders index falls to 50 CBSM
U.S. February capital inflows rise to $86.9 bln Reuters  TIC
New York Manufacturing Expands at Slower Pace as Fed Index Slips to 15.8 BL
Gold hits new 25-yr high over $604, silver surges Reuters
Iran tension sends oil past $70 Reuters
Market Action and Information Hussman
'We are in a bear market rally' India Times
Now, there is no incremental return for taking on higher risk.
My advice remains to be extremely defensive Faber
Most asset markets including stocks and commodities are extremely overbought, and there is far too much speculation in all investment markets
Fed not convinced on need for June rate rise: WSJ Reuters
Does the Fed really 'know' what’s going on? MSN (Fleck)
Should Bernanke ignore market bluster? Times Online Charts
The Fed is convinced that commodity prices are now in a Nasdaq-type bubble
What U.S. Government Won't Reveal About Inflation BL
Inflationary fears stalk investors Allianz
Suspicious snorting from superbull Brimelow
Earnings Growth Slowing, Interest Rates Rising Agile Investor
Dollar Weakens on Speculation Foreigners' Purchases of U.S. Assets Slowed BL
FX Trading – If…Then…for the yen? Black Swan PDF
Group of 7, Reflecting `World That Was,' Risks Irrelevance Without China BL
Financial State of Americans: Too Much Debt TVWeek
Bush May Not Get Yuan Help He Needs from Hu to Fend Off Anti-China Laws B
Is There Stealth Outsourcing in Your Future? North
Gold hits fresh 25-year high CBSM
Gold May Rise as Investors Seek Inflation Hedge, Survey Says BL
Crude Rises to 7-Month High on Gasoline Gain, Iran's Nuclear Standoff BL
Geologists are hot commodity as energy giants scramble to fill ranks HChron
To keep the world's oil taps turned on, energy companies are in a race to find more fossil fuels.
Bush fuel plan is vintage Carter, but who cares? Byron
All Eyes on Housing Numbers NYT
Banks Have No Exposure to Mortgages? Think Again Baum
It's on the house SP Times Customers For Life Mish
Builders are having more trouble selling homes, so they're starting to put together package deals. You want a plasma TV with that?
Payback looms on adjustable-rate mortgage spree Baltimore Sun
The negative equity epidemic MSN
All those ARMs and teaser rates are coming home to roost. 1 in 10 homeowners has no equity or is even 'upside down.'
Lots of interest in regulating exotic loans Boston Herald
Some people unknowingly sign away ownership Det FP
Citigroup profit rises 4% CBSM
Technology Stocks May Fall After Analysts' Earnings Optimism Peaks BL
Blame Ford's Woes on Detroit, Not Japan Inc. Pesek
NYSE chief in secret telephone 'overture' to LSE boss Times Online
Gates, Hosla, David Shaw Bet on Clean Energy, Ethanol as Oil Price Surges BL
Lex: Hedge funds FT
Nobel to invest in hedge funds for first time FT
Is it just art, or is it investment? TO 'Contemporary art under $20K is wallpaper'
With memories of the stock market collapse at the beginning of the decade in mind, investors have been turning to works of art.
Collateralized Borrowing and Life-Cycle Portfolio Choice Boston FED
Book Review: A caustic dismantling of mutual funds Boston Globe
What both mutual funds and hedge funds are real perfectionists at, maintains Weiss, is extracting fees.
Wall Street Versus America : The Rampant Greed and Dishonesty That Imperil Your Investments Amazon
BR: Sam Insull helped turn on America’s lights... State  Merchant of Power
...until the Depression switched off his power
Japan's gain could be world's loss as central bank ends easy money policy AP
“At some point this whole carry trade situation will end.”
Japan's Bonds May Gain; Highest Yield Since 2000 to Lure Buyers BL
Japan consumer confidence highest since 1991 Reuters
China Faces Yuan Pressure as Economy Accelerates BL
China's feverish growth may demand cooling IHT (NYT)
China's Regulator Plans to Allow Margin Trading, Short Selling of Shares BL
Struggle against illegal land acquisitions Xinhua
In India, 'next great' industrial story IHT  India's Lust for Luxe Time Asia
"Made in China" may be getting a new rival.
Haircuts aren’t a snip, even with low inflation Times Online
There is a degree of scepticism out there about whether the official inflation numbers are telling the true story, and my sense is that such scepticism has been increasing.
A new market in bricks and mortar Telegraph
Property derivatives are already gaining ground and are set to take off
China blamed for Asian foreign exchange distortions Guardian
To boost its ruble, Russia may bar mention of dollar Baltimore Sun
Mindray for $2.3b Nasdaq offering TheStandard  Dalian on cash wave
Financial golden age unlikely to last FT
Middle East hit by Saudi crackdown Telegraph
U.S. Court Freezes Yukos Foreign Asset Sales Moscow Times
Canadian mad cow should not shake US market: trade Globe & Mail
Shortages hit Nepal capital AP
Chavez Fires, Blacklists Venezuelans Who Oppose Him, Intimidating Votors BL
Russia, US slipping into familiar 'chill'? CS Monitor

Weekend Edition (April 14-16)
Tehran Threatens West With Homicide Attacks Sunday Times
Soaring bond yields signal trouble ahead Telegraph
Bond yields worldwide reached 12-month highs last week
History says 6% interestrate could spell trouble NYP
Bond Yield Jump May Signal Test for Stocks LAT May see 5.5 percent
How rising rates affect your pocketbook CNN
Richard Russell's Wisdom Mauldin
A Look at the Recent Horrors at the Longer End of the Treasury Curve Gillespie
What One Low Number Doesn't Show NYT (Norris)
The Holy Grail Noland
Investment strategies for a secular bear market Ledger Dispatch
Choose Your Own Crisis Scenario Business Week
Guns, butter and the Fed CBSM
Dollar Gains for Fourth Week in Row on Speculation of More Rate Increases BL
U.S. Industrial Production Increases; Factories Are Busiest in Five Years BL
Treasury Rate Signals Burdens for Borrowers NYT
Market Showing Signs of Deterioration Comstock
Peter Schiff Interviews Jimmy Rogers Schiff
Americans still out to lunch when it comes to retirement savings CBSM
If you thought the deficit was big, brace yourself NYP
If Washington was a company and was forced to use Generally Accepted Accounting Principles, the 2005 deficit would have been $3.5 trillion.
Gold prices climb on world spot market CBSM
Supply bottlenecks help make metals precious SMH
Gold edges up on oil, Iran Reuters
Glittering gold enhances natural resource funds FT
Rise in Gold Prices Not Likely to Last NPR (audio)
Futures prices point to more gains in roaring bull market FT
Few observers are brave enough to call this latest rally the top of the market
Copper Stock Valuations Zeal
As China, U.S. vie for oil, diplomatic friction may follow WP
Petrodollars heighten risk from global imbalances: IMF report MW
Oil prices likely to surge to new record highs Reuters
Hot commodities are the markets' way of telling us to slow down or get burnt Ind
Central Coast area sees $3 gas LA BJ
Gasoline demand shows signs of weakness as prices rise AP
An attractive field but don't bet the farm Telegraph
Energy Advance Not Supported by Cash Flow Swenlin
Seeking Cover if the Prices of Homes Fall NYT
Realtors avoiding reality Boston Herald
Pop Goes the Housing Bubble LA Times
More homes in foreclosure Dallas Morning News
Mortgage options explode SF Chronicle
Bubble builds in trade property Times Online
Small investors are piling into shops and offices — but is there a crash coming?
House price rises confound experts Scotsman
Are Shares of Exchanges Entering Bubble Territory? NYT
NYSE `Engaged in Discussions' for Possible Acquisition, Filing Indicates BL
The most absurd corporate tax giveaway of 2005 Slate
Analysts anticipate that American companies will have repatriated around $350 billion in 2005 as a result of the AJCA
GM, Ford to lose chunk of US market share-analyst Reuters
If Detroit Calls, U.S. May Not Replay the Bailout Role NYT
Nasdaq deeper into debt for LSE bid FT
CSK Auto Delays Annual Financial Report AP
Earnings fall at three US newspaper publishers Reuters
FASB Pension Rule Could Spur Loan Woes CFO
For Leading Exxon to Its Riches, $144,573 a Day NYT
While generous, the other major oil companies have been much more restrained with their top executives
Seamstress clue unravelled $9m Wall Street fraud SMH
SEC Charges 80s Iranian Arms Figure NYP
Happy Returns NYP
How your mutual funds are raising your IRS bill Blodget  Bush's Secret Tax Hike
When the Tax Man cometh, they don't answer the bell CS Monitor
Bushes Pay $187,768 in Taxes for 2005 AP
One Borrowed Share, but One Very Real Vote NYT
Jackson surrenders control of Beatles songs to beat bankruptcy Times Online
A little funny business at the Fed? BL
Is Poker Losing Its First Flush? NYT
Pokerstars reveals hand with plans for £1bn float Times Online
China's Economy Expanded 10.2% in the First Quarter, Hu Jintao Says B
Iceland cools, raising worry of wider chill IHT
If nothing else, the analysts say, Iceland's own economy could be in for a rough patch, serving as a cautionary tale for other emerging markets.
Sterling at risk if hot money cools Telegraph
Seoul hits record; Asia gains broadly CBSM
Tanigaki: Long-term rates rise warrant close watch Reuters
India Must Open Rupee Debt to Global Investors BL
As Hu heads to U.S., China eases currency rules IHT
Chinese growth 'only' 8.5% this year Times Online
China end-March forex reserves at 875.1 bln usd vs 853.7 bln end-Feb AFX
Money supply grows to 31.1 trillion yuan China Daily
China vows stable policy despite M2, lending surge Reuters
China frees up overseas investment by banks, funds Reuters
China poised to rule the waves but fears are raised about quality of vessels Guar
Luxury yachts almost sold out, bought by Chinese millionaires Beijing Times
Allianz, With $1.5 Trillion, Makes Japan Stocks Its Biggest Bet BL
Japan regulator to punish loan firm Aiful-paper Reuters
Livedoor stockholders to sue for compensation Japan Times
Whisper it softly... Germany is coming back Times Online
Politicians Told to Talk in Rubles, Not Dollars Moscow Times
Russia asks US court to stop YUKOS asset sale Reuters
Chile Raises Benchmark Rate to Four-Year High of 5% BL
Canada rides wave of prosperity Globe & Mail
City probe into Regal Petroleum Times Online
Happy Easter, This Is a Stickup: Brazil's Cod Is Hijack Target BL
N.Korea sends a warning to U.S. Asahi
Britain took part in mock Iran invasion Guardian
Iran Leader: Israel Will Be Annihilated AP
US plots ‘new liberation of Baghdad’ Times Online

Thursday April 13
GM may take up to $3 billion 1Q charge for healthcare plan CBSM
Kohn says Fed risks overshooting on rate hikes Reuters
Peak Oil Update HPeak  PDF
Ford to close Virginia, Minnesota plants: union Reuters
Consumer sentiment improves in April CBSM
Futures supported by benign data CBSM
Retail Sales iRise More Than Forecast BL U.S. jobless claims rise to 313,000
U.S. 10-Year Note Yield Rises to 5 Percent for First Time Since June 2002 BL
U.S. March Import Prices Fall 0.4%; Fall 0.3% Excluding Oil BL
`Revolutionary' Fed Study Prompts Economists to Rethink Forecasts BL
An Anatomy of Bear Markets Faber
The Hidden Danger of Trade Deficits Mises
Government spending hit record high in March AP
What Recovery? Tom Paine
E-Economic Newsletter Mogambo
Stocks enter historical abyss AJC
Treasury curve may signal US to avoid recession Reuters  Daily Curve
5% yield on Treasury note 'welcome'? USAT
Issuers Haven't Come to Grips With Bond Flipping BL
Increasing health costs can't explain earnings dip for low-wage workers EPI
In Markets Like the Florida, Formerly Hot Houses Grow Cold WSJ
State's housing market retreats Contra Costa Times
Click here to see your home depreciate Forbes
Bubbling Property Taxes Blog
Listings rise, house prices fall MLive (Michigan)
Exchange to Change Margins for Silver and Copper Futures Contracts NYMEX
Gold inches down from $600, scrap sales subside Reuters  $1000 an ounce
Gold rush? You bet your bottom dollar - and euro Telegraph
Gold run doesn't rattle geezers Brimelow
Gold surges. Copper soars. Oil spikes. But no panic CS Monitor Oil Slips
Don't Blame Big Oil Puplava
Crude Oil in New York Falls After Surge in U.S. Inventories
Will America Face an Oil Crisis Soon? CBN
Russia to supply less oil than expected FT
Meet some pumped-up gasoline prices PPG
Americans will buy SUVs even if gas hits four dollars a gallon: Ford AFP
U.S. pensions still struggle to recover AR (BL)
The firm's annual review of 100 companies with large pension funds found they earned an average of 4.8% on their assets since the end of 1999, about half of what they projected
GE profit meets forecast; outlook affirmed CBSM Intel Cut
Google May Buy Chinese Companies to Expand in Second-Largest Market BL
GM's Lutz says bankruptcy "out of the question" Reuters
Nissan CEO: Industry Should Stop Discounts AP
Morgan Super Traders Worry Hedge Funds NYP
Hedge fund sues LifePoint, claims mergers flawed Reuters
Skilling tells his Enron story CS Monitor
Art funds picture healthy profits but risks loom Reuters
Sensex crashes 307 pts as Bears return - Rupee too Crashes Indian Express
Saudi Stocks Recover After 2-Day Plunge Arab News
Yuan Has Biggest Two-Day Drop Against Dollar Since Revaluation BL
Japan's Bonds Decline on Concern BOJ to Raise Rates This Year BL
Japan's March wholesale prices up 2.7% on year Kyodo
Warning of faltering economy as unemployment figures rise icWales
Playboy Has Different Message in Indonesian Pesek
Rising house prices fuel "dangerous" debt levels Reuters
One in 10 first-time buyers now use a bank loan or credit card to fund a deposit
Shell and Petronas stall in Indonesia IHT
Liquidators of BCCI under fire over 'farce’ Times Online
The market for English education in China is huge. The profits are not Economist

Wednesday April 12
Iran Could Produce Nuclear Bomb in 16 Days, U.S. Says BL
Treasuries Drop as Traders Increase Bets Fed Will Raise Rates Twice More BL
Gasoline at 7-month high as supply drops CBSM
Trade Deficit Shrinks to $65.7B as Gap With China Narrows BL $ Up
Commodities fears weigh on futures CBSM
Something's gotta give (for stocks) CNN
Market Worries Dog Retail TheStreet
"Iran has joined the club of nuclear countries” AP
Iran General Says West Can't Stop Nuclear Program BL
Russia, EU criticize Iran Reuters U.S. slams Iran's nuclear move
Iran cloud has golden lining Australian Oil Near 7-Month High
U.S., China OK Deals to Narrow Trade Gap AP
Further rise of yuan not a panacea for trade CBSM
Greenspan calls for stronger Asian currencies FT
Global economy faces asset price fall-Greenspan Reuters
Greenspan Book Mark NYP
Households ignorant of the risks of markets' dark side Times Online
IMF warns over credit derivative liquidity R  Global Financial Stability Report
Beware of the effects of global liquidity MoneyWeek
The Real Plan to Pay Off the Debt Trumpet
This may be the time to get defensive DiMartino
Gold breaks through $600 barrier. Now what? Reuters
Gold to surpass $800: survey Globe & Mail GFMS Release PDF
Weak buck could push gold past $850 CBSM
Contrarians say gold more attractive than bonds Hulbert
Experts advise no hurry to sell family silver Reuters
Why gold prices are so high Gross
...Floating on Money Russell
Galloping Ahead With Gold ETFs Forbes
From 1933 to 1975, it was a crime to invest in gold. In 2006 to 2010, it may be a crime not to.
Behind 25-Year High for Gold: Changes From Ground to Market WSJ
Gold rush: Demand shifting from realty, shares India Times
Official: France sold 161 tonnes of gold in 2005 MenaFN
Ready for $262 a barrel oil? Fortune
Two of the world's most successful investors say oil will be in short supply in the coming months
Oil Prices Steady Ahead of Gas Stock Data AP The crude crunch SP Times
Summer is approaching -- and gas prices are already climbing AP
Economic Presentation: Stormy Weather CIBC PDF
Copper: Too Hot To Handle? BCA Research
London Brent hits record high near 70 dollars on Iran concerns AFP
U.S. MBA's Mortgage Applications Index Fell 5.5% Last Week BL
Housing Bubble vs. Housing Market Slowdown Mortgage News Daily
Easy Mortgage Money Gets Even Easier Realty Times
Speculators Start To Eye Stocks As Home Sales, Price Gains Slow IBD
Realtors: Home Sales, Prices to Cool AP NAR
Lenders predict real estate slide CPO
Investor's next stop: San Diego Union Tribune
Investor, or pauper or merely a front man? St. Petersburg Times
A high school dropout with no job history who got by on food stamps, Moon morphed into a real estate investor.
Boom set to burst? Toronto Sun  New home prices on a tear National Post
This long-running housing upturn is tougher to time than a roulette wheel
Housebuilders suffer as end of rally is called Guardian
BOJ to keep sharp eye on real-estate loans of financial bodies Kyodo Bar raised for the LSE as Nasdaq snaps up 15% stake Inde Takeover Talk
GE Predicts Overseas Sales to Match Revenue in U.S. by 2008 BL
Ford extends buyouts at more plants Det News
Strike-wary GM piles up Delphi parts Det FP
Google sees big potential in China Reuters
Visible Erosion in Covenant Use: Fitch CFO
Skilling Denies Conspiracy ~ Not a greedy man? ~ Nothing Like Ebbers?
Hedge fund's victims quarrel AJC
Kirk Wright has been AWOL for nearly two months...
'Business Week' Probe Yields New Charges TheStreet
Tax day looms, as does financial illiteracy CS Monitor
EU Cuts Forecast for Economic Growth in Euro Area as Oil, Rates Increase BL
Fears for sterling as surge in imports raises trade deficit Guardian
China's swelling trade surplus sparks US concern FT
President Jintao's Visit: The Economic Challenges and Opportunities Brookings
Yen Falls as Fukui Suggests Japan Will Be Slow to Raise Rates BL
Japan's Consumers Happy to Be Back WP
Why IPOs do not mix well with falling stock markets AME
Panic Selling Sends Saudi Index Diving 1,457 Points Arab News
Prodi Needs to Start Italian Economic Revolution BL
Russia's Gazprom eyes giant Iranian gas field AFP
Alberta's oil riches bubble to the surface Globe & Mail
Eyecare company shares plunge on fungus fear Times Online

Tuesday April 11
Dow, S&P 500 at one-month low CBSM
Merrill, Goldman Employees to Be Charged With Insider Trading, U.S. Says BL
Jury Awards Vioxx Plaintiff $9M in Damages AP
Gas Costs Expected to Be High This Summer AP
Rush of Investors To Commodities Fuels Gold Rally WSJ
Oil Rises to Record on Iran BL Commodities set to be focus CBSM
The Great Rate Debate Schaeffers 5 1/4% in the bag? Black Swan PDF
Monetary Policy and Financial Markets Swiss National Bank  PDF
Storm clouds seen over markets: IMF CBSM
Will U.S. fiscal frivolity break the world's piggybank? Daily Star
Can the U.S.A. have a "Peso Problem"? iTulip
Earnings growth in historical perspective Hulbert
Cough Up Paul
Bad times good for pawn shops Det News
Doom and Demography AEI
The housing sector is reacting to the Fed’s monetary tightening NBF  PDF
The House Price Bubble: Won't Get Fooled Again Century Foundation
Bubble? What Bubble? Inman
Rising Payments on $2 T-T-Trillion in Mortgage Debt? EW
Trump establishes mortgage company Det FP (BL)
Building boom goes bust Times Herald Record
In wait-and-see market, buyers, sellers tentative Newsday
US vs. Japan Land Prices Pictorial Update Mish
The Nastiest Wife on Television - An odd new ad from Century 21 Slate
US mortgage rates unchanged on Monday - BestInfo Reuters
Gold, Silver, Copper Rise in Asia as Funds Increase Investment BL
Gold Knows What No One Knows! 321
Gold scales new peak of Rs 8,705 in city India Times
ETF opens fund door to small investors Telegraph
An estimated $80bn has poured into commodity index funds
Will Rising Commodity Prices Be Passed Through? NT PDF
Industry braces itself for profits squeeze as cost of oil/raw materials soars Guard
Boom or bubble? Merger deals getting bigger Economist
Hedge Fund Report: Private Equity's Pressing TheStreet
GM unleashes a time bomb Jubak
GM cuts more white-collar workers Det FP No reason to leave GM
The great-great grandmother, who is the second-oldest woman working at GM, made $74,000 last year cleaning floors and emptying wastebaskets.
Bank of America to cut 1,900 jobs Reuters
Apple Should Succumb to IPod Porn Temptations Gilbert
SEC Investigating Zale TheStreet
Smith & Wesson Is Fighting Its Way Back NYT
When it comes to analysts' reports, the investor still should beware AP
Deloitte Fired by 98-year Client Navistar CFO
Report: Malaysian man hit with $218 trillion phone bill AP
Wall Street Gets Own Museum as Money Gains Status With Art, Sex BL
China's Trade Surplus Widens to $11.2 Billion, Second-Highest on Record BL
China: The Balance Sheet (Book) IIE  Summary & Overview
What the World Needs to Know Now about the Emerging Superpower
A World Where Even the Stones Bow to China Pesek
Japan Central Bank Ends Easy Money Policy AP
Singapore Dollar Falls After Central Bank Leaves Currency Policy Unchanged B
Stock market: Boom, bubble or bust? India Times
Once cool-off property market gaining steam again People’s Daily
South Korean real estate prices soaring UPI
UK house price growth slows down BBC
March blows cold wind through the high street Guardian
Interview with the President of the ECB, Jean-Claude Trichet ECB
German ZEW Investor Optimism Unexpectedly Dropped for 3rd Month in April BL
CB Raises Deposit Rates by Half-Point Moscow Times
Gulf money managers face cooler prospects FT
Investigation prompts Saudi stocks sell-off FT
Economic headaches await Italian leader IHT
Time for Japan to shut up and drill: energy expert Japan Times
Tokyo exchange to take on NYSE SMH
Iraq Sunnis Reaffirm Opposition to PM AP

Monday April 10
Alcoa Profit More Than Doubles to Record $608 Million as Metal Prices Jump BL
Skilling Claims Innocence, Decries `Witch Hunt' During Enron Fraud Trial   BL
Silver settles at 23-year high, gold climbs CNN
Crude Climbs, Reaching Record in London and 2-Month High in New York BL
Bush: Talk of military strikes is 'wild speculation' CBSM
The Global Price Rule Roach  Sino-Japan Relationship on a Slippery Path Xie
Gold rallies on talk of attack on Iran CBSM
Stock futures wait for earnings season CBSM
Rich Valuations and Rising Yields are a Dangerous Combination Hussman
The bears are growling louder IHT (BL)
Global Markets May Be Ready for Reverse After Three-Year Rally BL
The return of Robert Shiller’s Irrational Exuberance Jackson
Crumbling Under Debt AlertNet
A journey to the dark side of the US trade deficit Independent
China Facing Pressures Over U.S. Trade Gap AP
U.S. Economy Springs Ahead. Will It Fall Back? Baum
Beware companies that attack short-sellers MSN (Fleck)
Blue Chip Blues Business Week
Dollar to Gain Against Euro on Forecast for Rate Increases, Survey Finds BL
U.S. May Pay Most Since 2003 to Sell TIPS as Fed Keeps Inflation in Check NL
US immigrants mobilizing for major 'action' CS Monitor
Housing bubble arrives at its Dow 36,000 moment Capuchinomics
U.S. homebuyers feel pinch of rising mortgage rates Reuters
Brace yourself for loan squeeze Sac Bee
Rising inventory of unsold homes points to a cooling of the market SF Chron
Market slows for resales IBLV Betting Against The House Pessimist  Mish
Coastal housing markets way overvalued CNN Charting Unaffordability Blog
Home is where the fraud is CBSM
Mortgage scams cost lenders billions; borrowers hit, too Gold up; silver at 22-year peak Reuters  Oil Up ~ Iran ~ Gasoline prices surge
Gold May Gain on Commodities Rally, Dollar Concern, Survey Says BL
Copper, Zinc Climb to Records on Supply Concern; Nickel Is at 17-Year High BL
Unprecedented amounts of UK pension fund $ are flowing into commodities FT
Commodity prices set to spiral even higher FT
Gold price shines, but could it melt? Observer
Gold at $600: Many see a buy but some see a bubble Reuters
Some would-be gold bugs need to be aware of past volatility Union Tribune
Commodities mutual funds and derivatives have issues WSJ
Easy money? Banks get lenient on loans WSJ
When promises exceed assets Newsday
Zion estimated that pension obligations overall grew by 2 percent last year, while assets fell by 2 percent.
GM, Carry Trades and Derivatives Chapman
General Motors' Wagoner Says Bankruptcy or Bailout Is Wrong for Carmaker BL
More GE Woes Schaeffers
Boeing agrees to $15 million arms control fine Reuters
Dell sees growth in printers, eyes India, China Reuters
Wal-Mart Banking Plan Draws Objectors AP
When fund performance lags, look for signs of 'asset bloat' CS Monitor
Off to the Races Again, Leaving Many Behind NYT
CEO pay soars in 2005 as a select group break the $100 million mark USAT
Median CEO pay soars 25%; typical worker's pay up 3%
Addicted To $$ Byron
Monthly Mutual Fund Report Boston Fed ICI
Europe Enters Danger Zone With a Stronger Euro BL
EU, Asia want 'flexible' China currency BW
Europe simulates financial meltdown FT
EU body warns of risks from hedge funds Reuters
Singapore's Economy Expanded at Annual 1.2 Percent Pace in First Quarter BL
Pension crisis squeezes pay Telegraph
Iceland's Oddsson Says Rates May Rise to 16% to Slow Inflation BL
Mahindra & Mahindra issues $200 million CB Finance Asia
The convertible bond was well received in the market, but also showed signs of both the issuer and the banks taking a less aggressive approach to pricing
Asian Consumers, Giving Up Frugal Ways, Fuel Growth, Investment BL
Japan's Five-Year Notes Fall; Yields Rise to Highest Since 2000 BL
China and Japan: Bad politics, good economics Star Tribune
Toyota poised to become the world's largest automaker WP
China keen to learn from Japan to become biggest shipbuilder NewsAsia
Peru Markets May Fall as Election Indicates Humala to Triumph BL
Fidelity sells London Stock Exchange stake Reuters
Scotland tops fraud league Scotsman
Worried investors seeking advice on unlisted stocks Yomiuri
Citigroup action by ASIC 'no crusade' Australian
Court Backs Aleksanyan's Arrest Moscow Times
Modern art scene grabbing investors Asia Times
Another way Iraq hurts the U.S. economy Slate

Weekend Edition (April 8-9)
Rates to hamper stocks as earnings roll AP
Fingers of Instability Mauldin
Global: China and the Global Labor Arbitrage Roach
Banking and the Business Cycle Noland
Are we in a secular bear stock market? Ledger Dispatch
Gold Stock Valuations 2 Zeal Recent Gold Action Shvartsman
The Egg Man Schiff
NYMEX Sets Monthly Volume Records on Gold, Silver trading NYMEX
There are good reasons to own gold, but don't get caught up in speculation AP
Jewelry retailers struggle to absorb soaring price of gold CBSM
World 'cannot meet oil demand' Times Online
“Numbers like 120 million barrels per day will never be reached, never”
Cannibals, Cassandra and Oil Costing $200: Is a Crisis Brewing? BL
First U.S. oil ETF on tap for Monday CBSM
JPMorgan Chase, Bank of New York to Exchange Retail Banking, Trust Units BL
Off to the Races Again, Leaving Many Behind NYT
Balance sheet: Auditing on the brink IHT
Hybrid Bomb$ NYP
Hog Heaven Comes to China AP
Be prepared for a crisis, EU regulators are told Times Online
Ministers and central bankers, meeting in Vienna, were told that the collapse of a hedge fund could now destabilise European financial systems as well as the financial markets.
Asia/Pacific: Another Growth Spurt Xie
China needs policy changes to trim reserves: paper Reuters
Brown lambasts Europe over protectionism Guardian
Protests go on as political exit from French youth jobs row sought AFP
Court ruling could make Japan a money-laundering haven Yomiuri
Daiwa Securities eyes within 3 yrs larger profit than in bubble era Kyodo
Bush 'is planning nuclear strikes on Iran's secret sites' Telegraph
U.S. Seeks to Dampen Talk of Iran Strike AP

Friday April 7
Fed's Poole says inflation spike is hard to reverse Reuters
Rate fears wipe out week's gains ~ 30-year above 5% ~ Year's Broadest Decline
Treasuries Drop on Jobs Report, Pushing 10-Year Yield to Three-Year High BL
Employers Add 211,000 Workers; Unemployment Rate Drops to 4.7%  BL  BLS
Gold Rises to 25-Year High on Fund Demand, Metals Advance BL
Lessons Ignored Comstock
Intermediate-term Outlook for the US Stock Market Saville
Fearing a Fed Fallout WSJ ($)
Greenback vulnerable to reshuffle of Gulf state coffers Business Times
Some central banks believed to be eyeing switch from dollar to euro
Mom and pop investors feel fire in the belly again FT
Yuan Compromise? AEI
China on U.S. spending spree LA Times China Daily
Bridging the Tax Gap EPI
Addressing the Crisis in Federal Tax Administration
Snow’s Job Slate
Why no Wall Street CEO wants to be the new Treasury secretary.
Snow Is Loyal, but It May Not Be Enough WP
How Myths and Mysteries Create Fan Clubs EW
Is a strong economy bad for your health? Reuters
How Many Bubbles Before the Fatal One? PBear
The Menace of an Unchecked Housing Bubble Baker
As Market Cools, Fewer Investors May Purchase Investment Homes WSJ
Glut of unsold homes Rocky MN
Metro supply swells to near-record level as foreclosures rise
A Path of Devastation Mish
Housing bubble, zoning boards Casssel
With Downtown Condos Come Doubts TBO
Foreclosures up: Rise occurs in ‘affordable’ Hub neightborhoods Boston Herald
Regulators To Issue Mortgage Warning WP
Bank Chief Seeks to Rein In Risky Deals
What’s at stake Indian Express
Demand pushes up prices across Canada CP
Camps split on gold surge AP
Silver boom no sure prospect London FP
Investors seek safe haven of gold Thisismoney
$600 gold: Want in? Think twice CNN
Rising Commodities Worry Investors AP
So Many Ways to Ride the Great Commodities Wave Currier
IMF warns high prices risk global crisis FT
Inflation-proofing your portfolio Hulbert
Copper Heads for Biggest Weekly Gain in 6 Years on Supply Curbs BL
Not summer yet, but gasoline prices are high and rising CS Monitor
OPEC could avoid quota cut this year at current prices: president AFP
Vulnerable Mega-Caps Schaeffers Blue Chip Blues Business Week
Last tango in Detroit? Economist
Ford Motor Pays Highest Yield Since 1992 to Retain Access to Bond Market BL
Buffett backs Coke's board pay scheme FT
Foes ready to blast Wal-Mart banking plans Chicago Tribune
Burger King CEO Resigning Ahead of IPO AP
Steel Partners gains shareholder support against Angelica St.Louis BJ
Argentina-based Copernico downsizes hedge fund Reuters
SeraCare says SEC is seeking accounting files UT
Skilling Grilling Big Test For Disgraced Bigwig Crudele
Judge wants Grasso, Spitzer to settle suit NYP
NASD Charges Firm, Employees in Late Trading, Market-Timing Case PRN
UC wins $13.25 million WorldCom settlement InsideBA
New SEC chairman walks a fine line AP
Canada's March Unemployment Rate Falls to 6.3%, Lowest Since 1974 BL
Nikkei ends above 17,500, 1st time since July 2000 Reuters
Bank of Japan May Raise Rates as Early as July, Survey Shows BL
BOJ eyes stability with untried move Asahi
Japan's foreign reserves hit fresh record high in March Kyodo
Shanghai: Land of the rising trapezoid Asia Times
The wave of building construction that has swept China at an ever-increasing pace since the 1980s has become possibly the biggest building spree in history
China's Economy to Slow, Growth Redistribution Ahead, IMF Report Suggests B
Yuan rate against dollar hit record high Xinhua
New globalization battle threatens Asia Asia Times
India Trade Minister Says Global Economy Set For Big Shift In Jobs AFP
Trichet Leaves ECB's Monetary Moves in Doubt Berry
Euro Breakout? BCA Research
Vietnam Can't Stay in China's Shadow Forever Pesek
In Russia, a Warning of 'Irrational Exuberance' NYT
Thailand's interest rates on upward trend MCOT
Banks threaten end to era of free current accounts Guardian
Rise in personal bankruptcy helps hit Co-op for £100m Telegraph
UBS Pays Sumitomo $85 Mln to Settle `Mr. Copper' Case BL
Yukos Vice President Charged Moscow Times
Which? warns over loans scam Thisismoney
Radioactive steam escapes from nuclear plan AP

Thursday April 6
Foreign central banks turn sellers of US debt -Fed Reuters
Traders set long-term view on $1,000+ an ounce on investment shift CBSM
Stocks in U.S. Decline on Commodities Rally, Disappointing Retail Sales BL
Heavy on metal, funds return with gusto Reuters
Gold got the "gold medal!" Get it? Mogambo
Trichet: Market Forecasts Don't Match ECB's Stance ~  Euro Falls BL
Demand For Silver Will Give A Bigger Bang For Your Buck Emry PDF
Gold Rises Above $600 for First Time Since 1981 BL
Jobless Claims in U.S. Drop; Number of People on Benefits Hits 5-Year Low BL
Seven Trends Spell A U.S. Financial Crisis InvestmentU
Is the Dollar’s Back to the Mat? The Trumpet
Now vs. 1994/1995 – Part I NTrust PDF
Chart: NYSE Program Trading Cross Currents
Long-Rate Folderol Is Reaching Inflection Point BL
Obscure Economic Indicator: Presidential Approval Ratings Slate
"Insourcing" is not creating jobs in the U.S. economy EPI
Real-estate brokers step up rebates as market cools WSJ
Is the US housing bubble close to collapse? MoneyWeek
Investors helped to fuel housing boom BL
A Random Walk Down Maple Lane? Levy PDF
A Critique of Neoclassical Consumption Theory with Reference to Housing Wealth
Risk of falling U.S. home prices climbs-report Reuters  PDF File
Post-Bubble Blues: Derailing the Property Tax Gravy Train Blog
Debunking the Dismal Duo Blog
O.C. near top of housing risk list OC Register
Builders see cost problems HChron
Housing prices downturn predicted Mecury News
Today's Central Florida Housing Market - Buyer's Dream, Seller's Nightmare EM
Google, Craigslist Expand Into Real Estate WSJ
1 Million Dollars For a Crackhouse Blog
Gold powers to 25-yr high on dollar, silver soars Reuters
Credit Suisse Ups Metals Price Forecast AP
Gold revival a lesson in investing CBSM
Cramer's 'Mad Money' Recap: Fields of Gold TheStreet
Time for Gulf economies to increase gold reserves MenaFN
Are Commodities Futures Too Risky for Your Portfolio? Hogwash! Wharton
Rumble in the Jungle Over Oil LA Times
Goldman's Focus on Bottom Line Is a Capital Idea Gilbert
Bankruptcy Not an Option for Ford, Chief Says NYT
Merck Told to Pay $4.5 Million to One Man, Nothing to Other in Vioxx Trial BL
Coca-Cola Eliminates Flat Fees for Directors, Will Link Pay to Performance BL
Nation's retailers report disappointing sales in March AP
Wal-Mart's U.S. Same-Store Sales Rise 1.4%, Smallest Gain in a Year   BL
Poll: CFOs Welcome FASB Pension Proposal CFO
Witness: Enron Law Firm Probed Complaints AP Enron’s Pig$ Crudele
ECB Keeps Rate at 2.5%, May Signal Readiness to Act BL
Europe Is Threatened by Politicians Berry
Australian Jobless Rate Declines to 29-Year-Low as Retailers Hire Workers BL
Pop! Britain's Bubble Economy Confounds Experts OhMyNews
Why investors are deaf to the Latin American march of the populists FT
Once, the first whiff of political instability in Latin America would have had investors crowding the exits. Now, hungry for returns, they are disregarding the risks posed by a wave of radical populism that is sweeping the region.
Big Oil seen trimming Venezuela risks CBSM
Fed's Fisher urges emerging market care as G3 tightens Reuters
Why India Is Crazy About Single-Stock Futures BL
Central Bank Vows to Cap Ruble's Rise Moscow Times
The day the banks were called bandits Guardian
Seizures of imported fakes hit record Asahi

Wednesday April 5
Service index at 60.5 for the month, up from 60.1 ISM
Stocks set to open flat, caution on profits Reuters
Treasury prices lifted by hint of end to tightening cycle CBSM
Emerging-Market Bonds Riskier Than Yields Show BL
The average difference in yield between emerging market bonds denominated in U.S. dollars and U.S. Treasuries fell to 1.86 percentage points on March 2, the narrowest on record
Dollar falls on Chinese diversification fears FT
Partying Like it's 1999 Safe Haven The Savings Glut Mogambo
Don’t trash cash as an investment choice KC Star
Fed Forecaster Warned of `Deluge' in 2000, Texts Show BL 2000 Minutes
Fed transcript: 2000 economy stumped Greenspan AP
U.S.-China Trade Lacks "Balance in Opportunity," Official Says Washington File
Snow, Presiding Over Best Economy in Years, Finds His Future in Doubt BL
Treasury Secretary Is Said to Be Thinking of Quitting NYT
Two-Thirds of Lenders Nationwide Say U.S. in Midst of Real Estate Bubble BW
Second homes 40% of market USAT
Booms, Busts, and Where Opportunities Occur Kiyosaki
10 Signs of a Real Estate Apocolypse Forbes
Is Reliance on Real Estate a Crack in the Foundation? WP
Housing market due for shake-up KC Star
Will Corus be a condo casualty? CBSM
Home loan demand up as rates near 4-year high Reuters
Housing Bubble Facts and Figures Blog
Analysts sold on more golden highs BL
Doctor's advice: go for gold TheAge
Faber says that the current bull run in commodities may last for another 20 years
Hype Machine Ignores Gold and Silver Texas Hedge
Gold nanoparticles to trap toxins BBC
Gold price hits record high in Beijing People’s Daily
DGCX to launch gold, silver options Sify
Woman sues police for return of gold coins G&M
Hard Rock Developer, Jostens Lead Record Sales of Riskiest Debt BL
U.S. companies one step away from default are selling a record amount of bonds
Don't Say I Didn't Warren You Schaeffers
Will Corporate Profits Continue to Outperform? To
Monsanto Profit Rises 18 Percent on Increased Planting of Engineered Corn BL
BP first-quarter output on the decline CBSM
Netflix sues Blockbuster to stop its online service Reuters
Back from surgery, Corel plans new IPO Globe & Mail
Going To Farley   Byron
Icelandic investment firm bales out of easyJet, selling 17% stake Times Online
Yuan hits new post-revaluation high Reuters
China not pursuing forex reserve rise: official People’s Daily
Summer seen as goal for interest rate rise Asahi
How to respond to policy change by the Bank of Japan PIMCO
New 10-yr gov't bond coupon rises to 1.8%, highest since Aug. 2004 Kyodo
Asian Stocks Rise as Japan's Topix Climbs to 14-Year High; Thailand Jumps BL
Thai Baht Rises to Highest in a Year After Thaksin Quits; Shares May Gain BL
Thaksin's Exit Good for Thailand. Asia, Too Pesek
European Services Growth Stays at Highest in 5 Years BL
Profitability of firms at lowest since 2003 Times Online
Whatever happened to the economy? In Italy, nobody's asking TT
French protests reflect fear of U.S.-style job insecurity USAT
Venezuela's Seizure Ups the Ante Business Week
Latin America investment climate uncertain AP
Housing bubble warning for hot Vancouver market CBC
FSA prints wrong version of revised Banking Law Yomiuri

Tuesday April 4
Gold, silver fall from multiyear highs CBSM
Silver ETF could trigger correction CBSM
Euro Rises to Two-Month High Against Dollar on ECB Rate-Increase Outlook BL
International Paper to Raise $6.1 Billion in Biggest U.S. Timberland Sale BL
Computer Sciences Cutting 5,000 Jobs AP
Credit cycle may have turned FT
Interest Rates Will Whack The Markets Friday Crudele
Is Bernanke Really An Expert On The Great Depression? Kasriel  PDF
Is the US following Japan's Path? Saville
FX Trading Black Swan PDF
Growth in federal spending unchecked USAT
The Third Industrial Revolution Sennholz
Jumping on bullish bandwagon Hulbert
America's pensions in peril — or gone Seattle Times
Workers Have Retirement 'Overconfidence' AP
Chain store sales flat on the week: ICSC/UBS Reuters
Existential Equity Extraction and Six Months to Housing Hell Benson
Manhattan housing market shows weakness CNN
Construction lending at troubling levels, FDIC says AJC
Nearly three out of four of Atlanta-based banks are heavily weighted in construction and development loans and could face trouble if the housing market continues to cool.
Another Chart for Predicting the Bottom in Housing Smith
Real estate - a new religion? Blog
Million Dollar Maybe? Business New Haven
House 'flippers' work with no net LA Times
How can a mortgage balance increase instead of decline? Tribune
The Yellow Book Fortis PDF
Are Silver, Gold Tied To Debt? Dow Jones
Painting a 'perfect picture' for gold? Brimelow
Now everyone wants to be a bullionaire Guardian
High gold price hits jewellery demand FT
Forget gold and silver; buy uranium CBSM
The hottest metal isn't gold or silver -- it's uranium
Saudis worry that oil demand could outstrip vast resources AP
$2.65? Gas is a bargain for now Det FP
Copper seen destined for $6,000 Reuters
Weather a hot commodity these days Reuters
“The current global market for weather products is estimated at over $16 billion”
An Analysis of the Systemic Risks Posed by Fannie and Freddie Atlanta Fed
GM auto sales fall sharply Det FP
Caught in a hedge fund fraud? What next? CNN
Stock-Based Awards Fuel CFO Earnings CFO
Enron trial will test salesmanship at top IHT (NYT)
Court: Royal Ahold Scandal Was CFO's Fault CFO
Ex-Westar CEO Wittig sentenced to 18 years AP
Calpine to sell 20 plants, cut 775 jobs Reuters  AES restates 2003 and 2004
Merrill to Take $1.2 Billion Charge TheStreet  Pain Spreads for Lucent
Lafarge raises bid for US unit to $3.3bn FT
Icahn unlikely to seek Blockbuster control WSJ
FASB: Put Pension Status on the Balance Sheet CFO
How I Work: Bill Gates Fortune
Russians Lured Back to Investment Game Moscow Times
Russians -- whose savings were eroded by hyperinflation, swallowed by pyramid schemes or lost in the banking crises of the 1990s -- are being lured back to the investment game by a booming stock market.
Senior China official urges cut in US debt holding Reuters
EU warns against a rapid rise in the yuan IHT (BL)
Will India free the Rupee? Rediff (BW)
TOPIX reaches 14-year high in intraday trading Asahi
IMF May Raise World, Asian Economic Growth Forecasts BL
Eurozone yields rise ahead of ECB meeting FT
Home equity withdrawal highest in a year Reuters.uk
Real estate market crash will affect banks, say experts Khaleej Times
Islamic banks are also involved in real estate trading, unlike most conventional banks, adding more risks to their balance sheets.
Kenya: Loans for shares? KenGen evokes memories of 1929 TheNation (Free R)
Mitsubishi Motors to cut 1,000 jobs in the Netherlands Kyodo
China Surpasses U.S. In Internet Use Forbes

Monday April 3
Gold, silver at highest in over 20 years CBSM
Ford U.S. Sales Fall 4.6 Percent; DaimlerChrysler Posts 2.9 Percent Gain BL
Copper at fresh peaks as buying resumes Reuters
Investment Quarterly: Yields are rising, but bonds are not shining DiMartino
U.S. Treasuries Fall; Report Shows Rise in Manufacturing Prices BL
Manufacturing expanded in March but at a slower rate ISM
Construction Spending Hits Record in Feb. AP
Garbage Stocks Hussman
The Great Global Growth Debate Roach  Will Labor Markets Tighten Further? B
Wall Street Facing an Economic Conundrum AP
Dollar May Decline as ECB, BOJ Increase Rates BL $ Up
The Fed and the ECB might set rates, but they don't have any power Inde
The falling dollar: why commentators are getting it wrong Brookesnews
Treasuries Mired in Worst Slump Since 1999 as Fed Keeps Increasing Rates BL
Monthly Muni Issuance Continues to Decline Bond Buyer
The perfect seasonal storm? Hulbert
Some homeowners struggle to keep up with adjustable rates USAT
Betting Big on Adjustables LA Times
Resist taking out second mortgage now VC Star
REITs Rally Again, Defying Predictions WSJ
Gold leads broad metals rally CBSM
Gold Bounces Off Lows as Yen Draws Japanese Speculators to Buy B
Gold set to become even scarcer FT
Gold may rush higher as buyers switch from bonds IHT (BL)
Why silver is shining brighter MSN (Fleck)
What Happens to Gold in a U.S. vs. China Trade War? Resource Investor
And a bit of history (including my history) Russell
Oil tops $67 on doubts over Iran Reuters
$70 barrel of oil could mean $3 gallon of gasoline AP
OPEC president rules out oil output cut Reuters
Chávez seeks to peg oil at $50 a barrel Guardian
Base metal prices retreat from peaks? Telegraph
Buffett Makes $14 Billion Bet That Global Stocks Won't Plunge BL
Alcatel to Acquire Lucent in $13.4 Billion Share Swap, Fire 8,800 Workers BL
General Motors Sells GMAC Stake to Cerberus-Led Investors for $7.4 Billion BL
Constellation Agrees to Buy Vincor for $1.09 Billion After Raising Offer BL
SEC’s Big Chill Byron
Gates is top CN holder Globe & Mail
The pitfalls of executive purple prose Globe & Mail CEO-Speak
Things to watch as BOJ restores interest rates Japan Times
Japan eyes 50-yr JGB but issuance not imminent Reuters
Japan's Business Confidence Drops; Companies Plan to Increase Investment BL
Yen Drops After Worse-Than-Expected Business Confidence Report BL
Checkered moves of land prices Japan Times
Anderson Forecast shifts focus to China Daily Bruin
Labor Shortage in China May Lead to Trade Shift NYT
When Japan Tilts, Iceland Quakes in Intertwined Global Markets BL
Iceland feels the heat after the boom years FT
Manufacturing in Europe Expanded at Fastest Pace in Five Years in March BL
As more countries compete for resources, someone's 'rights' are going to take a beating King
Europe's Single Market Is Going Backward Fast BL
Minimum wage ‘would destroy many service jobs’ FT
Greek bank set to trump Citigroup in deal for Turkish bank AP
Last resort loans Macleans
Hot money leaving a cold climate could signal the big freeze Guardian

Weekend Edition (April 1-2)
The Advant "Hedge" Of Small Caps? Contrary Investor
The Week Ahead: Fear of Funds CIBC PDF
Wage growth could fuel the bond bears CBSM
Ben in Tokyo: What He Said There Remains There PIMCO (McCulley)
When Will the Fed Stop? Mauldin
A Notable Quarter of Global Asset Inflation Noland
Fed has a different take on bubbles DiMartino
Baker: Government Should Preemptively Burst the Housing Bubble EV
Some New Math on Homes NYT
Housing Bubble Trouble TheStandard
Have we been living beyond our means?
Flipping homes is not for faint of heart Bank Rate
Manipulation Wood Gold Understands the Fed's Profligacy McHugh
Wal-Mart sees March same-store sales up 1.3% CBSM
The dirt that jurors won't hear Houston Chronicle
China Output Not a Threat, Official Says NYT
Japan's Pension Fund to Quadruple Market Investments BL
Japan banks sitting on $72 bln latent stock gains Reuters
Japanese banks to increase housing loan rates Kyodo
American leaders vow to keep competitive edge over Asian economy Kyodo
Rally unsettles analysts Globe & Mail
Loads-of-cash Singapore seeks ports AFP
Scandal-tainted Livedoor looks to move headquarters Mainichi