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