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Payrolls Probably Rose for Seventh Month: U.S. Economy Preview BL Five U.S. bank failures bring 2011 total to 39 MW FDIC Imagining a world without the dollar Eichengreen How to Profit From the Shrinking Dollar WSJ The Endgame Headwinds Mauldin Henry Simons was Right Noland Headwinds Rising Swenlin Riled Rosenberg Still Thinks Economy Is Terrible CNBC Inflation: Loaded For Bear? BMO The Keynesian Growth Discount WSJ Imagine if President Obama had introduced his original stimulus in February 2009 with the vow that, 26 months later, GDP would be growing by 1.8% and the jobless rate would be 8.8%. Does anyone think it would have passed? A Reversal for Real Estate After Some Mild Gains NYT (Norris) A top businessman and banker explains our political and economic challenges FM Dr. HB Contrarian Take Databank, updates plus thoughts on the Euro USD Cross Pollaro Buffett: Sokol's actions 'inexcusable' WSJ “I obviously made a big mistake not saying, 'Well, when did you buy it?” 'Ruthless' Buffett fails to show in Omaha Barr U.S. Banks Are Less Attractive as Profits Decline, Buffett Says BL The Party’s Over for Buffett Nocera Buffett Disciples Want Oracle to Come Clean Schroeder U.S. Prosecutors Probe High-Frequency, Algorithmic Trades BL Parallels to the 1970s Suggest Parabolic Move in Gold Ahead Puplava GLDX Gold Explorers ETF ZEAL What Is the Purpose Of A Gold Standard? Forbes Will BOK raise gold holdings? Korea Times Parties Seeking to Blame Each Other’s Policies for Gas Prices NYT Battle Pits Cocoa Speculators against Chocolate Makers Spiegel
China’s Manufacturing Grows at Slower Pace, Survey Shows BL Saudi Shares Rise for Seventh Day as Oil Climbs, Greenback Drops BL Report says Calgary housing market a “bust” Calgary Herald Spain jobless rate hits euro zone record AP Yuan breaks through 6.5 dollar mark Shanghai Daily God's bankers: How evangelical Christianity is taking a hold of the City of London’s financial institutions Inde Banks face probe into credit-default swap trade Telegraph
Weekly Focus: Recovery losing pace Danske Global Views - Global Equity
Personal Spending in U.S. Increases 0.6%; Incomes Up 0.5% BL Silver and gold near lifetime highs Reuters Most Americans say U.S. in recession despite data: poll Reuters How Asia Copes with America’s Zombie Consumers Roach Capital Markets: Special Update - Will Markets Wilt Post-QE2? Scotia The End of QEII: It’s Time to Make the Donuts PIMCO The Fed’s purchases have the sweet aroma of freshly baked jelly donuts and many a Treasury bond investor has been drawn to their savory, sugary, scrumptious taste Cheap Dollar Fuels One-Way Bets in Everything Else Reuters What's wrong with America's economy? Economist Jean Valjean and Black Swans Bedlam U.S. GDP data starts to spell stagflation Hutchinson For the Fed, faith may not follow transparency Saft Ben Bernanke, are $5 Wheaties a fluke? Bonner Why the power of the mighty Fed is finally on the wane Warner The Next Wave Armstrong Can you protect your portfolio against a U.S. debt default? USAT U.S. debt: riskier than Bulgaria's? Barr Think the debate about U.S. creditworthiness can't get any sillier? Guess again If Bill Gross Sees U.S. as Shaky, Check Japan Pesek The Intimidated Fed Krugman Monetary Policy's Effects on Unemployment FRBSF Historical data do not suggest that increases in the monetary base have reliable and significant positive effects on aggregate output and employment....
Earnings aren't as good as they seem Jubak Drill down in the numbers and you find those companies benefiting from temporary tax breaks and facing climbing costs Buffett may not feel much love at his "Woodstock" Reuters Wal-Mart: Our shoppers are 'running out of money' CNN The Shrinking U.S. Banking Sector: On Balance, Who Benefits? Wharton Silver mania may abruptly end - Silver fever is about to break, and break badly CFTC Files Anti-Fraud Case Against California-Based Precious Metals Company Kitco Big oil: Massive profits, big problems G&M Coffee May Rise 40% on Frost After Kraft, Smucker Raised Prices BL
Yuan Breaks Through 6.5 Per Dollar for First Time Since 1993 BL Fact Book UK: Rain on your wedding day Danske Chile, Colombia, Mexico, Peru in economic alliance AP Advanced Economies: Minutes to Midnight? Part I YALE First offshore renminbi IPO tumbles on debut FT
United States gets sovereign rating of 'C’ MW Fight of the Century: Keynes vs. Hayek Round Two YouTube Pending Sales of Existing Homes in U.S. Increased 5.1% in March BL Economy in U.S. Grew 1.8% in First Qarter, Less Than Forecast BL Jobless Claims in U.S. Unexpectedly Rise to Three-Month High BL A Dearth of Bulls BeSpoke Investors in Dangerous Position TheStreet Holding stocks at the top of a secular bear market rally is the single most dangerous position an investor can find. Unfortunately, that's exactly the situation investors could face shortly. Investors, it's time to run and hide MSN 2008 crash deja vu: We’ll relive it, and soon Farrell “It’s as if 2008 never happened. Once again the worlds investors are pumping up bubbles that will probably explode in their faces.” Debt Saturation & Money Illusion Gordon Long US Banks Warn Obama on Soaring Debt FT Unloved greenback might now be a ‘buy’ G&M “The U.S. dollar is the opposite of an asset that is priced to perfection; it is priced to oblivion.” The Dog That Didn’t Bark NYSun Not a word about gold at the press conference. Fed Wants Even Higher Inflation Merk Bernanke Must Have Lost My List of Questions Baum Bernanke's Press Conference, August 1, 2012 Smith Reich - Credit Slips
Mapping Change In The U.S. Housing Bubble: 2000-2010 HP U.S. gold hits record, silver jumps on weak dollar Reuters How The Comex Lost 20% Of Its "Registered" Silver In One Week ZHedge For those looking for a smoking gun, this is probably as close as you will get to one, short of JPM actually declaring "force majeure." Sound Advice worries about gold Brimelow Sokol Misled Buffett, Violated Trading Rules, Board Audit Finds BL SEC probing The report, released three days before Berkshire’s annual meeting, is “something of a reprimand” to Buffett for not fully vetting Sokol’s trades and statements Big Money Managers' Top 10 Favorite Stocks to Beat Inflation Fool
Bank of Japan holds steady, details quake loans MW Central bank rejects proposal for further easing China Property Slowdown Poses Growth Risks, World Bank Says BL China Real Estate ETF and the Housing Bubble ETF Trends China’s Population Flocks to Cities, Grows Older BL Markets shun debt of rescued nations Telegraph Europe's bailed-out economies saw their borrowing costs hit fresh records on rising concerns they will not be able to pay their debts. Britain 'on the edge of a double dip recession' Telegraph Nokia to cut 4,000 jobs worldwide AP Panasonic to cut 40,000 workers on cost-cutting drive: source Reuters Why Germany's Offshore Wind Parks Have Stalled Spiegel
Bull market milestones: S&P 500 doubles from 2009 low; Nasdaq at highest since 2000 LAT Fed Says Recovery is ‘Moderate’; Bond Buying to End in June BL Orders for U.S. Durable Goods Increase for Third Straight Month BL As Inflation Surges, Central Banks Run Amok Xie Super heroes for the world economy they're not, as the Federal Reserve's inflation-stoking policies prove Bernanke's Code: Guide to the Fed Q&A WSJ 20 Questions ZH Economists, Readers Offer Questions for Bernanke WSJ What's a Central Bank to Do? Bob Eisenbeis Will the Fed Kill the Greenback at Today’s FOMC Meeting? Money Morning When analysts are studying the death of the U.S. dollar they'll look back and see that the greenback's demise began on a specific day... Fed Policy Boosts Wall Street, Not Main Street CNBC For A Few Dollars More - Part I JimQ Sociapitalism: How the Government Became the Next Bubble Kaspar Dollar Falls to 16-Month Low Against Euro Amid Fed Speculation BL Hegelian energy outcomes Bear’s Lair Paul Tempted To Walk Away From Race, But Fears U.S. Is In ‘A Slow Motion Default’ NYS Watch Earnings Reports? Then See This Chart EW Summary of First Quarter EPS for S&P 500 Stocks by Sectors BL Wall Street Scion Lost in China Agritech as Shorts Cry “Scam” BL Shiller vs Siegel via Mankiw Smith - Mish - Panzner Wealthy Leaving Las Vegas Mansions as Foreclosures Spreading BL
Gold Glitters Amid Economic Woes Reuters Report (via Sribd) Warning: Are commodities about to crash? MW Jim Rogers Concerned by Silver's 'Parabolic' Rise CNBC Gold And Silver Bubble? ZH Gold’s increasing currency in China G&M “It boils down to one thing: Chinese always look to gold as a means of preservation of wealth.” Get gold -- unless you've already got it Cramer How can you love gold? Let us count the ways G&M Why the Silver Market Has Gone Nuts Smart Money Scotiabank Commodity Price Index Scotia Saudi Oil Production Doesn’t Add Up WSJ Oil gets “evil speculator” buy signal Saft
S&P cuts Japanese outlook to negative Dow Jones “If the government's debt trajectory remains on its current course or begins to erode the nation's external position, the long- and short-term ratings could be lowered.” Britain: next in line to go bust, or a model of fiscal rectitude? Prosser Euroland: Debt figures slightly worse than expected Danske Hot money' will keep pressure on economy China Daily Reducing government intervention in the capital account is a must if China wants to float the yuan... Can China really dump the dollar? MW EM Inflation - Rising and Surprising Morgan Stanley Australian Consumer Prices Jump Most Since 2006 BL Probe Seeks N.Korean Hand in Bank Server Breakdown Chosun Rebuilding Japan after the tsunami - one soy sauce business at a time CSM
Consumer Confidence in U.S. Rose More Than Forecast in April BL Geithner Says U.S. Won’t Pursue Strategy to Weaken Dollar BL Why Ron Paul's campaign threatens the GOP establishment - and Obama TTicker Home Prices Fall for 8th Straight Month: Case-Shiller Reuters S&P Time to Wake Up: Days of Abundant Resources and Falling Prices Are Over Grantham Rude Crude Saut 2008 crash deja vu: We’ll relive it and soon Farrell Monetary Watch April 2011, the Austrian take Pollaro Downgrade, Default, and the Messy Economic Situation Stelzer Americans depend more on federal aid than ever USAT State pension gap continues to grow Stateline A Financial Atom Bomb Weiss Into The Economic Abyss Alt-Market Waking Up to Economic Realities Paul This demonstrates absolutely that no one in power right now has any real intention of addressing our spending problems or paying down the debt. They simply expect to continue to borrow and run up more debt forever, without limit. Yet they always imagine our dollar will have value no matter how many we print... Ron Paul Launches Presidential Campaign NJ Give Me Life, Liberty and a Tank of Cheap Gas Baum Baker - Smith - Econbrowser - Panzner - Gasparino - Ritholtz Fed Sweating the Details of First News Conference WSJ The small details "matter because we don't really know what to expect” One Question for Bernanke, Three Possible Answers CNBC An “All-In” Bet By Fed Chairman Ben Bernanke Forbes Who Owns the Fed? Freeman The biggest loser from Fed’s easing Kellner The world tries to protect itself from U.S. monetary policy WSJ Sarah Palin for the Fed? NYSun Is Buffett's Teflon Wearing Off? Reuters Inside The Mind of Madoff: NYT's Diana Henriques Discusses New Book 'Wizard Of Lies' HP
How Gold Compares to Past Bubbles Kedrosky Silver: Is it different this time? G&M "The rally has been great as traders are buying silver like mad” Shanghai Daily Should gold bugs fear dollar’s revenge? Hulbert Buy Gold Weidner Turk Gold Bugs Beware Of Fed Extermination Forbes Barrick's rival bid a test of China's mining ambitions G&M China drops out of bidding Saudi Uneasy With High Oil Price, Worried About Economy Reuters G20 investigates agencies over oil price transparency Telegraph Shortages in East, Midwest, raise new red flags on rising gas prices SacBee Drivers, beware: Catalytic converter thefts on the rise USAT
'New funds considered' to protect reserves China Daily Move aims to reduce threat of exposure to US debt and inflation China Said to Raise Capital Adequacy Ratios for 5 Biggest Banks BL Greece's 2010 Government Deficit Significantly Larger Than Predicted AP Merkel Aide Says Debt Must Be Restructured BL Spain seeks to reassure as borrowing costs rise Reuters Asia Faces “Serious Setback” on Rising Food Costs, ADB Says BL For many, the real recession is just about to start Warner Easter tips for bubble watchers: Ten signs of an impending bust Inde
U.S. New-Home Sales Rose 11.1% in March BL Monetary Policy in 3-D Hussman US policymakers' failure to act has merely justified the S&P downgrade King America appears to be sleepwalking towards disaster Telegraph IMF bombshell: Age of America nears end MW China Says It Must Watch for US Treasury Yield Rise Reuters China should cap forex reserves at 1.3 trillion U.S. dollars: China banker Xinhus That $4 Trillion Isn't Enough to Save World Pesek Bill Gross Battles Bond Dealers on Outlook as Treasuries Gain BL The Bipartisan March to Fiscal Madness NYT Pearlstein - Krugman Anatomy of a Crisis: 2011 Smith Is It 1994 Again? Sheehan Silver Surges to All-Time High on Inflation Hedge, Industry Use BL Russell endorses gold manipulation thesis Brimelow Five “Below Book” Stocks Look Ready to Rebound Dorfman Market structures and systemic risks of exchange-traded funds BIS Bill Gates largest shareholder in CN G&M Buffett on the Spot Newsweek
Inflation worry sends market sliding Shanghai Daily Inflation to reach 5.1% high Hong Kong awaits Fed MW When commodities boom ends, will Canada be going Dutch? G&M
Number of the Week: Americans Buy More Stuff They Don’t Need WSJ
Week Ahead: New Transparency at the Fed and a Gusher of Earnings CNBC The “Miracle” of Compound Inflation Mauldin S&P Commences the Process Noland US economy just a notch above Greece The Times US government’s fiscal plight, the numbers say it all Pollaro Fed QE and SPX ZEAL As the easy money ends, an uncharted road lies ahead G&M “I think the main thing to do is end QE2 and not ever try such a harebrained scheme again.” Investors In For a Shock If Rising Rates Sink Bonds, Envision's Cohen Says BL “The baby boomers, who really have been all-in to all kinds of bonds and bond funds since the end of the credit crisis, they’ve never lived through a bear market with skin in the game. It’ll freak people out.” How Much Debt Is Too Much Debt? Wells Fargo Too Many Similarities To A Year Ago! Smith MyBudget - Jesse - ZHedge - FSNewshour The Dollar and Gold: A 20-Year Perspective dshort The “Real” Mega-Bears Look Out Below Abelson There's still plenty of room on the downside for home prices. Sizing up Donald Trump Builders of New Homes Seeing No Sign of Recovery NYT Big banks still aren't lending Barr It's clear the banks are not lending quite as freely as their press release claims would have you believe. A Crack in Wall Street’s Defenses NYT (Morgenson) World Is Bitten by the Gold Bug WSJ As the metal barrels higher, investors of all stripes are jumping in. And buyers are increasingly taking possession of gold, instead of trading futures contracts. Silver Still Soaring Swenlin Silver's Rally Spurs Betting by Doubters WSJ (Complete via Google) FP: “Looking back over the last decade, experts pointed out that gold has never had the kind of massive break-out that silver is experiencing now.” Triumph of gold, the anti-investment Saft TD: “In sharp contrast to gold, many investors see silver as still being significantly below its all time highs, in both nominal and real terms” Saudi Arabia Sees Need to Pump More Oil Reuters Sleepwalking into the Imperial Dark Engelhardt Throw Out the Money Changers TruthDig Higher education - Is it really the next bubble? Economist New nuclear plants 'set to be approved' China Daily McDonald's warns on commodity costs Dow Jones Trader fined $US30m for manipulation WSJ It is the largest civil penalty levied by FERC since Congress broadened the regulator's powers in 2005. After Years of Red Flags, a Conviction NYT Trump: I'm worth whatever I feel CNN
China Yuan Forwards Predict Fastest Appreciation in Five Months BL No let-up in monetary policy tightening China Daily Test of 50% house price drop Shanghai Daily Euro Benefits Germany More Than Others in Zone NYT (Norris) Euro restructuring could overshadow Lehman - ECB's Stark Reuters Greek PM: Ratings agencies running our lives AP London trader's email 'damaged Greek economy' Independent
Greece not a threat to banks, Goldman says Independent Credit cards may be next trap Korea Times Boiler rooms: 'I lost £400,000 in a share scam' Telegraph
Global Views Scotia Global Equity
Gold settles at record above $1,500 MW Silver ends at $46.06 an ounce, gaining 3.6% Philly Fed: “Firms See Slower Pace of Growth in Business Activity” Leading Indicators Increased 0.4 percent in March CB Home Prices Slid 5.7% in February From Year Earlier BL FHFA Initial Jobless Claims in U.S. Fell 13,000 Last Week to 403,000 BL Bearish Sentiment Up for the Second Week in a Row BeSpoke Follow the Money Sprott Does Unreal GDP Drive Out Policy Choices? Fundamental Index Newsletter Bernanke to Open Up as Fed Embarks on Era of Glasnost WSJ “There's always the chance you'll say something you regret” Bernanke’s QEX Box Gordon Long Putin: U.S. Monetary Policy Is “Hooliganism” WSJ 'The US Shouldn't Play with Its Credibility' Spiegel Obama, at Facebook, Says U.S. Finances Are “Unsustainable” BL US debt outlook clouds Chinese dollar assets Xinhua Debt at 200% of GDP Dares S&P Amid Succession Pesek Mirhaydari The Credit Rating Hoax The Nation Baker - Baseline - Credit Suisse Grasping budget's billions and trillions Philly Incomprehensibly huge numbers mask real burdens. Fiscal Conservatives Dodge $10 Trillion Debt BL Geithner Downgrades His Own Credibility to Junk Weil 5 reasons why S&P just guaranteed U.S. debt will lose rating Pethokoukis Kass - Dr. HB - Salmon - Smith - Martenson - Implode-O-Meter - Chapman - Norcini - Russell Featured Article: Understanding the Fed EW A new IMF reserve currency VOX
GE Posts Fourth Straight Profit Rise as Industrial Orders Gain BL Foreign Firms Aren’t Hiring in U.S. WSJ Liquor Stores satisfies thirst for yield, but beware of hiccups G&M Evidence against Rajaratnam “devastating” prosecutors G&M Rajaratnam had tried to "conquer the stock market at the expense of the law". Retirees lose everything in Ponzi scheme CNN Toyota to cut output by 70 percent in North America Asahi Royal wedding bets: Happily ever after for Prince William and Kate? CNN Gold Is the Canary in Coal Mine – GFMS CEO Kitco Analysts Polish Crystal Balls, See $1,520 Gold Soon, Even Higher Later Kitco Gold as an each-way bet is fantasy Reuters Gold's glittering history Guardian Special Report: China set to unearth shale power Reuters American farmland - Sowing bubbles Economist Shiller on farmland: “my favourite dark-horse bubble candidate for the next decade or so”. $6 Gas? Could Happen if Dollar Keeps Getting Weaker CNBC Will the decline in world oil supply be fast or slow? OilDrum Solar on the Water NYT
Australia Won’t “Manipulate” Currency Now at Record, Rudd Says BL “We don’t intend to drift back to anything which seeks to manipulate our exchange rate and those countries that do I think ultimately pay a price.” Yuan at 17-year high to reduce inflation Shanghai Times China-US ties have global impacts - official Xinhua September yuan pool launch China Daily China and the End of the Deng Dynasty Stratfor For Many Chinese Men, No Deed Means No Dates NYT Amid a real estate boom, men are finding themselves lovelorn as women hold out for a mate with property. Emerging Stocks Face Risk of Earnings Downgrades, Citi Says BL OECD sounds warning on lost generation Independent Where will the money come from? Yomiuri North Americans Bought Most Japan Stocks Since 2005 After Quake, Tsunami BL
Gold breaks $1,500 as investors seek security Reuters Dollar weakens against most major currencies AP Delay in raising U.S. debt cap would cause broad damage: JPMorgan G&M U.S. Existing Home Sales Rise, Fail to Recover Ground Lost BL Debt debacle Bear’s Lair S&P U.S. warning — late and welcome Saft The U.S. and its supposedly risk-free Treasuries are at the heart of all global finance, and a system in which people will have to find alternatives, both as investments and yardsticks, is difficult to imagine. S&P Tells Biggest Debtor Don’t Blow Final Act Baum USA: Downgrade could serve as a wake up call Danske Would the real muni default rate stand up? Reuters Austerity Chills Ardor for Muni Debt WSJ Wieseman - Schiff
Funds accuse banks of manipulation FT (Complete via Google jump) The complaint argues that the banks had two motives for suppressing Libor... ”Grossly Undervalued” Diamonds Outpacing Gold BL$1,500 Gold Gas Prices Nearing Point Where Americans Cut Back CSM Farmers Get Rich as Wheat Drives Deere Profits: Freight Markets BL South Koreans eye Arctic LNG shipments G&M GE puts new conditions on CEO's 2010 stock options AP Meredith Whitney to Goldman: What's the Endgame? CNBC Sarbit renews his love affair with U.S. stocks G&M Want a mortgage? Tough CNN
Greece made to pay for debt loan Inde China’s “Shift in Rhetoric” May Signal Faster Yuan Gains BL Hong Kong’s Chan Sees More Regular Yuan IPOs, China Bond Sales BL Hot Money Flows Again in Asia Asia Sentinel Wynn Macau Jumps to Record After First-Quarter Profit Surges 66% BL Honda announces production of electric cars in China Asahi Lamborghini’s China Sales May Surpass U.S. on $364,000 Aventador BL Wealthy Chinese falling in love with luxury - Driving force for luxury cars “China will overtake Japan as the largest luxury market in the world in 2015” MPs hit out at 'alarming' lack of transparency from banks Scotsman Consumption tax hike may fund recovery / 3 years at 8% would cover bulk of costs Yomiuri As Fidel Castro steps down, a political shakeup in Cuba? CSM
Gold Tops $1,500 on Outlook for Escalating U.S. Debt, Dollar BL Goldman Sachs Shares Fall on Earnings Concern BL Featured Article: Does Deflation Remain a Threat? EW Geithner: U.S. Will Not Lose 'AAA' Credit Rating FOX Business China Urges US to Protect Creditors After S&P Warning Reuters “We hope the U.S. government will take responsible policies and measures to safeguard investors' interests” Gartman: Beware S&P's Hidden Ripples CNBC Goldman's shrinking bonus pool Barr Buffett buyout hits Goldman profits Housing Starts in U.S. Increased 7.2% in March to 549,000 Pace BL 10 Doomsday trends America can’t survive Farrell The great Bernanke-ite burn-out Brendan Brown In the near 100-year history of the Federal Reserve, the central bank has shown one perpetual blind spot. When Will the Fed Take the Punch Bowl Away? WFargo Worrying about QE2 Bernanke May Sustain Stimulus to Avoid ‘Cold Turkey’ End to Aid BL How Risky is the Global Economy? El-Erian Have Profit Margins Already Peaked? NB Financial Gangs of New York Saut Inside Information Schwab Market Perspective Shock Report Says PIMCO Is Already Buying Treasuries Again After Going Short BInsider Japan ministers confident in Treasuries Reuters Economists React El-Erian: “This is a timely reminder of the seriousness of America’s fiscal issues, for the country and for the rest of the world” Could The U.S. Default on its debt? USAT Spending Madness SSI ...Furthermore, the U.S. repays all its debts in dollars. At a 3% annual inflation rate, the value of U.S. debt falls more than 25% in 10 years. U.S. sole triple-A country with negative outlook MW S&P’s Negative Call Stems From Crisis That Some Say It Caused CNBC Baffling bonds defy expectations Hulbert IMM positioning - GBP longs scaled back as downbeat UK data is factored in Danske Holding Congress Accountable Mish Ritholtz - Trump - Greenspan - Salmon Nassim Taleb on Living with Black Swans Wharton Representative Ryan Puts the Republicans on the Record Baker A century of inflation forecasts VOX Americans Shun Cheapest Homes in 40 Years as Owning Loses Appeal BL
Big U.S. Firms Shift Hiring Abroad WSJ (Complete via Google) The growth of their overseas work forces is a sensitive point for U.S. companies. Many of them don't disclose how many of their workers are abroad. Letting the Banks Off the Hook Nocera Goldman Spins Away From Success Sorkin Throw Out the Money Changers TruthDig Commodities Quarterly - Rising energy costs support metals and grains alike Danske Gold and currencies: an historical perspective Mineweb Japan, China and lessons from nuclear leaks Caixin 3D Technology Could Brighten Solar-Industry Output Solar Global
Greece Default Drive Risks Reviving Contagion as Bonds Plunge BL Greece’s economy teeters on brink of default G&M Greece’s ability to pay its debt seems to diminish by the day. Delaying doomsday in Athens may help to stave off economic apocalypse Independent Europe - Regional Economic Outlook Scotia China to let yuan rise faster to ease prices - paper Reuters Chinese Facebook sets price range for US IPO Finance Asia Bankers or bubbles: What caused the financial crisis? Finance Asia China Housing Bubble: The Next Big Crash IBTimes Vancouver China’s Foreign-Policy Balancing Act - Part II YALE Global US economists fear spillover from Japan AFP No need to rush into Japanese equities G&M
Libya Oil in Legal Limbo, Virtually Untouchable Reuters Syria
Stocks Sink on U.S. Credit Outlook BL S&P move good for gold, ominous for Treasurys MW Only surprise is that anybody is surprised by U.S. credit outlook S&P Places Debt on Negative Outlook WSJ Reuters Approaching the Eraser Hussman Years of The Modern JimQ Be Your Own Central Bank; Own Gold, Silver: Marc Faber CNBC “The value of the U.S. dollar will be precisely its intrinsic value — namely zero, precisely zero” Zoellick: "one shock away from a full-blown crisis". Don't belittle risks of short selling Fleck Waking up in a cold debt Price Memo to Fed: Ignoring a problem doesn’t make it go away! Larson If this isn't the Great Depression, it is the Great Humbling Newsweek Busch: The Debt Ceiling Train Wreck CNBC America’s Banker May Tell Geithner to Go Away Pesek The real question is whether Beijing is willing to double down on a nation whose balance sheet makes Italy look good. Super Rich See Federal Taxes Drop Dramatically AP Cost Of Tax Cuts For America's Rich Exceeds Value Of Budget Cuts HP Economic deja vu from the 1937-38 recession Dr. HB Ciovacco - Smith - Taibbi - Krugman A century of inflation forecasts VOX
Citigroup Posts $3 Billion First-Quarter Net on Reserve Release BL Bonding With ETFs WSJ Four Unlikely Companies Signal Insider Buying Dorfman Ferrari Should Be Valued at $7.3 Billion in IPO, Marchionne Says BL Philadelphia Orchestra, With $116 Million, Files for Bankruptcy BL: Shortage Threat Drives Texas Schools Hoarding Bullion at HSBC BL Open interest in gold futures and options traded on the Comex typically exceeds supplies held in its warehouses. If the holders of just 5 percent of those contracts opted to take delivery of the metal, there wouldn’t be enough to cover the demand Lassonde: “This is another turning point in the gold market. It’s the first large institutional holding of gold and they are quite public about it.” Gold Climbs to Record on Concern Global Inflation Accelerating BL Newsletter goes nuclear Brimelow Saudi Arabia says oil market is oversupplied Independent Some gas stations are starting to charge $5-a-gallon USAT
Finnish Election Result Clouds Euro Zone Bailouts Reuters Greek debt default would be painful WSJ To many private-sector economists, the idea that Greece eventually will have to default on its towering debts is almost a foregone conclusion. But the path has plenty of pitfalls. It's the (German) Banks, Stupid! MRZine Moody's Downgrades Irish Banks; All Rated 'Junk' Reuters Zhou Pledges More Tightening as China Raises Reserve Ratios BL Hong Kong Builds a Bubble Asia Sentinel It's not only the mainland helping to raise property prices Policies tame home price rises China Daily Property comparisons with 1997 high put to the sword Standard China Reshapes U.S. Pecan Business WSJ China's traders cash in on royal wedding AFP Technology firms struggle to cover interest payments Korea Times 1 in 3 firms on the Kosdaq failed to earn sufficient money to cover interest payments in 2010. Morgan Stanley fund fails to repay debt on Tokyo property Reuters This is the largest repayment failure of debt packaged in CMBS in Japan... Japan's food crisis goes beyond recent panic buying Japan Times
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