Fed to Keep Trimming Stimulus as Economy Shakes Off Stall BL FOMC Statement
U.S. Economic Growth Stalls as Business Investment, Exports Drop BL
Achoo! Gross
Has the Dollar Lost its Safe Haven Status? Merk
Fed fueling century's “greatest bubble”: Stockman CNBC
Marc Faber: We haven't had the big correction...yet CNBC
Are We All Post Keynesians Now?! TCRisis  Alhambra
Grand Central: Fed History Lesson Worth Recalling WSJ
Watch out: Inflation is headed this way MSN
How to address inequality VOX  Smith
U.S. Close To Bringing Criminal Charges Against Big Banks HP Bill Black
Rigging CEO Pay Lowenstein
What's Up With Charlie Munger's Other Company? Weil
Rogue trader who lost $1 billion: I'm not a criminal CNBC
Yes, rogue trading is a crime FA
Commodities Forecast Update: Battling extreme weather and geopolitics Danske
Scotiabank Commodity Price Index Scotia
China to overtake US economy; India trumps Japan CNBC
The Future of State Capitalism in China Brookings
Null points for EU’s stress-test comedy Pritchard
Will the European Central Bank Print One Trillion Euros? Schwab
Monetary easing 'no answer' to loan woes China Daily
Duke of Westminster heads south of the river over London housing bubble fears Guardian
Japan Output and New Orders Decline at Fastest Pace Since 2012; Abenomics in Review Mish
BOJ Beat: Mr. Kuroda Faces Skeptical Colleagues WSJ
Waving the Bloody Shirt in China and Japan Asia Sentinel

US Consumers Less Confident In The Moment, Still Upbeat About The Future Scotia
U.S. mortgage market index hits lowest since December 2000: MBA Reuters
Yellen’s Efforts for Greater Clarity on Fed Rates Create Confusion BL
Gyver & Guffin Things That Make You Go Hmmm...
“Throw Deep?!” Saut
'Almost every asset is overvalued': Apollo pro CNBC
Stocks may get rude awakening: Mohamed El-Erian CNBC
Don't Look Now But The Wealth Effect Is Over Pento
Is U.S. Hyperinflation Imminent? (Faber) Forbes Rickards
Bull market won’t die until a recession hits: RBC MW
One Sentiment Gauge in Europe Reaches Epic Proportion EW
Containing Competitive Monetary Easing Rajan
What Did the Great Recession Teach Central Bankers? Brookings
The Era of Financialization, Part 4 TCrisis
Discounting political numbers Hutchinson
Debating "Sell in May" and Berkshire Hathaway Barron’s
JPMorgan Says Lender Curbs Daily Risk in Tri-Party Repo Markets BL
Internet Group Crashes BeSpoke
Who's to Blame for the Tech Bubble? Silicon Valley Insiders NR
Detroit Homeowners Gun Down Burglars as Police Await Cars BL
How The Government Killed The Middle Class, In 1 Chart HP
White-collar robots roll into schools, hospitals and offices FT
Commodities Forecast Update: Battling extreme weather and geopolitics Danske
Yellen Talks Down Stocks (In “Mad” Magazine) WSJ
Asian dollar bond spree ends with a flourish FA
Toughest quarter in years for steel sector China Daily
Panel predicts 6-fold rise in Japan's debt by 2060 NHK
That would put Japan's ratio of debt to GDP at nearly 400 percent
Pound slides after GDP grows at a slower-than-expected 0.8pc Telegraph
Bank of England prepares stress tests to ensure banks can survive housing crash Guardian
Venezuela’s Oil Heads East BW

U.S. hits Russia with new sanctions MW
Putin Is About To Unleash Terror On The West Embry
Foreign Minister Steinmeier - 'Russia is Playing a Dangerous Game' Spiegel

The Future is Now Hussman
Money and Credit and the Current Backdrop Noland
As contrarian investments go Price
Treasuries Irresistible to America’s Banks Awash in Record Cash BL
The Dollar Under Siege Casey  Schiff sees Fed pushing gold to $5,000 MW
ECO 348, The Great Recession: Secular Stagnation Krugman  PragCap - Keen - RB
Are we under-saving for retirement? Samuelson
Dreams of a Central Planner Forbes
Mortgage-Loan Limits Hit Buyers In High-Cost Housing Markets WSJ
86 Years of Total Stock Market Returns Equis
US prosecutors take forex probe to London FT
Default Risk for US Financials Continues to Fall BeSpoke
French warn GE as Siemens plans Alstom hijack CNBC
Biotech’s Hard Bargain Surowiecki
Oil and gasoline prices: many still missing the big picture EB
Killer virus spreads unchecked as pork hits record Reuters
Bitcoin price slips as China steps up regulation CNBC
IMF raises China growth outlook AP
In wealthy Chinese city, debt guarantees spark default contagion Reuters
Another sign of how private firms are bearing the brunt of an economic slowdown.
Real estate weakness drives China rebalancing Saft
Tapping growing renminbi worldwide Finance Asia
Booming Britain running smoothly? Don't believe the hype just yet Elliott
EU Stress Test Features Bond Rout, Eastern Europe Shock BL
IMF preferred creditor status and the Eurozone crisis VOX
Why foreign investors are flocking to, not fleeing from, the Great White North Rosenberg

Why you need to watch for a Ukraine 'flashpoint' CNBC
Russian Billions Scattered Abroad Leave Trail to Putin Circle BL
Pro-Russia rebels parade hostages in Ukraine MW

The Global Week Ahead Scotia
The Cost of Code Red Mauldin
Warning signs of a credit market that could go pop soon Pearlstein
Doug Kass: Preparing for the Bear's Return Barron’s (Via Google)
Why Markets Are Caught In a Tug-of-War El-Erian El-Erain fears 'global recession' CNN
Global Views Scotia
Weekly Focus: Goodbye to negative rates in Denmark Danske
Rhyme or Reason? Schwab
Felix Zulauf - The World Monetary System Is Going To Collapse King Baker
The World's Resources Aren't Running Out WSJ
From Outside or Inside, the Deck Looks Stacked Morgenson
Buffett Punts on Pay Nocera
Gold-Futures Selloff Wanes ZEAL
Crude Oil Price Outlook BMO
Sunken Gold Untouched for 157 Years Off U.S. Lures Hunter BL
One Startup’s Struggle to Survive the Silicon Valley Gold Rush Wired
John Paul II canonization sponsored by banks, oil giant CNBC
G-7 Agree to New Russia Sanctions as Monitors Held in Ukraine BL
China's president warns against growing threats to national security Reuters
China’s Central Bank Looks for Better Monetary-Measuring Tools WSJ

Key Market Movers Turning Negative Comstock
Why David Einhorn is right about tech stocks Tuchman
SNB Sees Continued Demand for Safe Haven in an Uncertain World WSJ
Yellen Concerned Fed Model Fails to Predict Price Moves BL
Bullish Sentiment Sees Biggest Jump in Two Months BeSpoke  Smith - Schiff
Americans Are Still Idiots When It Comes to Investing Fiscal Times
Court decides to launch bankruptcy proceedings for Mt. Gox Kyodo
BofA in DOJ settlement talks for $10B+: Sources CNBC
GM Is Being Probed By The DOJ, SEC HP
California Bill Would Punish Companies For 'Out Of Whack' CEO Salaries HP
FCA Said to Observe Banks’ London Gold-Fixing Calls BL
Shale Boom Sends U.S. Crude Supply to Highest Since 1930s BL
Is China exporting deflation worldwide by driving down yuan? Pritchard
China opens up infrastructure to private capital Finance Asia
Asia dollar bonds hit $27bn monthly record FA
Expert on debt default trail Standard
Land Sales: The Ever-More Lucrative Habit China’s Officials Just Can’t Kick WSJ
Shanghai’s new home sales shrink SD
Japan’s Tepid Victory Over Deflation WSJ

Russian Central Bank raises key rate to 7.5% amid Ukraine crisis MW
Kerry steps up warning to Russia over Ukraine MW
Russia's Lavrov: West plotting to seize Ukraine AP
Russia cut by S&P to just above junk MW
Ukrainian Forces Attack City Held by Pro-Russian Militants BW
Soviet Yearnings:Hopes Rise in Transnistria of a Russian Annexation Spiegel

US Initial Jobless Claims Rise But Trend Remains The Best Since 2007 Scotia
New home sales dive to eight-month low in March Reuters
Review and Outlook, First Quarter 2014 Hoisington
What Will December 31, 2014 Financial Headlines Look Like? EW
What’s that fishy smell? The Fed’s corrupt policies MW
Money Doesn't Talk, It Swears Kass
The Economic Monster Called Deflation Shilling
100% of economists think yields will rise within six months MW
10 warnings: Big Oil stocks crash 50% by 2020 Farrell
The American Middle Class Is No Longer the World’s Richest NYT
The Long Goodbye Xie
French Telecom Does Biggest Junk Bond Sale Ever; Bidding Wars for Junk Mish Williams
The One Chart That Explains Our Grim Economic Future HP
El-Erian: This is better than bitcoin CNBC Why Mohamed El-Erian Left PIMCO
Warren Buffett: Stocks aren't 'too frothy' now CNBC
Buffett Can't Find Bear for Berkshire Annual Meeting WSJ
GE Can Use Its $57 Billion Overseas Stash to Buy Alstom BL
Accepting Little Bubbles Hedgeye
If a Bubble Bursts in Palo Alto, Does It Make a Sound? NYT
Only a hardcore contrarian would buy these ETFs Hulbert
Tokyo Court orders bankruptcy trustee to begin Mt. Gox liquidation Reuters
E-trading pulls gold into forex units as commodity desks shrink Reuters
The Chinese Housing Ponzi Exposed ZH
China again largest retail building site globally Shanghai Daily
Fears Overblown in China’s Residential Property Market Asia Sentinel
Asia dollar bonds hit $27bn monthly record Finance Asia
Weaker inflation could prompt broad ECB asset-buying: Draghi Reuters
Weapon of Last Resort: ECB Considers Possible Deflation Measures Spiegel
Research Denmark: Myths and realities about large household debt Danske
Samaras Met Dimon for Greek Bonds on Way to a 400% Return BL

Ukraine Said to Receive IMF Staff Support for $17 Billion Loan BL
Russia warns Ukraine not to act MW
Russia Bond Sales Fail as Ruble to Micex Drop on Ukraine Tension BL


New home sales dive to eight-month low in March Reuters
Fraud runs rampant in Census Bureau Crudele
“I can tell you that waste, falsification and fraud are rampant”
The Government Debt Iceberg IEA
A Dim View of U.S. Houses, China Real Estate Barrons
The Era of Financialization, Part 3 TCrisis  Smith - Keen - Baker
The Unearned Age of Certainty Alhambra
The Democratic Disruption of Finance El-Erian
Why investors keep buying expensive bonds CNBC
Bernanke Says Fed Actions Could Have Been Better Communicated to Public WSJ
Einhorn Shorting Tech as ‘Cool Kid’ Stocks Show Bubble BL
“There is a clear consensus that we are witnessing our second tech bubble in 15 years”€ť
Beware Of The Walking Dead In Your Portfolio Forbes
If Capital Grows This Fast, How Come Fortunes Disappear? BL
Goldman Sachs Stands Firm as Banks Exit Commodity Trading BL
Canadian gold mining's bidding war shows appeal of buy over build Reuters
Defying Gravity Coffee Surges to 26-Month High on Brazil BL
Citigroup “a very high-risk company€ť: Dick Bove CNBC
The Horrible New Way Some Student Loan Borrowers Default HP
China Manufacturing Gauge Signals Economic Weakness BL
Slower growth poses challenges: AmCham China Daily
Good News and Bad in China’s First Quarter Growth Data Brookings
Kuroda Says Bank of Japan Won’t Take on Debt-Servicing Role BL
Euro Factory Surveys Rise as Price Weakness Persists BL
ECB's Hansson: Must keep an eye on euro exchange rate Reuters
Vince Cable tells top UK firms: crack down on bonuses or face new laws Guardian
The Canadian Housing Boom’s Economic Impact BMO

"Poker Mentality?!" Saut
3 reasons stocks are facing a decade of lousy returns Blodget
Where's the link to inflation broken? Hutchinson
U.S. labor force dropouts want back in Saft
What Do Janet Yellen & Yuri Geller Have in Common? Bonner
A Bankrupt World, $26,000 Gold & The Destruction Of Wealth King
ECO 348, The Great Recession: Long-Run Fiscal Prospects Krugman
Persistent noise trading and market meltdowns VOX
IMM positioning: Investors bought JPY and CHF ahead of Easter Danske
Next batch of companies hope to raise $3.6 billion through China IPOs Reuters
For My $300 Million Jet, Who Do I Make This Check Out To? BW
CEO Pay is Perverse and Must be Fixed to Avoid Recurrent Crises Black
Subprime auto lenders exercising caution: Moody's CNBC
On Tour With Rock-Star Economist Thomas Piketty New Yorker
'China's Warren Buffett' Selling Off His China Assets Forbes
Why Commodities May Be On The Verge Of A New Bull Market Forbes
Barclays to wind down commodities trading FT
China allows gold imports via Beijing, sources say, amid reserves buying talk Reuters
33 Uncomfortably True Charts About Everyday Life via ZH
Swedish lessons show even deflation cannot cure the house price bubble Warner
New home sales remain below weekly average Shanghai Daily
Tesla begins sales in China, plans to assemble cars at Chinese factory in future Tech in Asia
How China's Commodity-Financing Bubble Becomes Globally Contagious ZH
Scotland could sink the pound MW
Greek austerity caused more than 500 male suicides, say researchers Guardian
China Court Impounds Japanese Ship in Unprecedented Seizure BL
Russia Hints at Ushering in a New Gold Backed Ruble Sprott

The Federal Reserve's Two-Legged Stool Hussman
Wall Street Bond Dealers Whipsawed on Bearish Treasuries Bet BL
Are We Headed for a Credit Market Crash? House of Debt
The Slumps That Shaped Modern Finance Economist
Fed's balance sheet, explained in 7 charts MW
An Even Greater Challenge For The Long-Term Unemployed HP
Sweden Turns Japanese Krugman  Keen - Smith - DShort
Hedge Funds Cut Gold Bets in Longest Slide of 2014 BL
US justices hear arguments in Argentina debt case AP
U.S. insider trading cases face test at appeals court Reuters
Stocks: It's report card time on Wall Street CNN  Investing Caffeine
Bitcoin boss Karpeles easily led, not dishonest: mother Reuters
Gillette's New Razor Could Overturn Its 100-Year-Old Business Model BW
Chinese developers on shaky foundations Finance Asia
Shadow Banking in China - From the Shadows to Center Stage, to the Background Again TC
Japan’s Trade Deficit Widens More Than Forecast as Exports Slow BL
We’ve enjoyed a pleasant break - prepare for more economic storms ahead Telegraph
Protectionism Grows in China Asia Sentinel
'Reformist' China holding back private equity FA
Number of fines imposed by City regulator drops by 40% Guardian
Japan warns over China ship seizure AFP

Why Putin Isn’t Scared by $115 Billion of Debt: Russia Credit BL
Ukraine Says Russia Preparing Grounds for Invasion BL

The Global Week Ahead Scotia
Automatic Stabilizer? Noland
The Case Against Stocks Barron’s
Payrolls Rose in Most U.S. States in March, Led by Florida BL
Accounting for Discouraged Workers in the Unemployment Rate FRBSL
Most G-7 Nations Still Trying to Recoup Lost Jobs Norris
There Is More To Economic Slowdown Than Just The Weather Harding
In a currency war, everyone loses NT
Former White House Official - Western Default, China & Gold King
1,000% Returns - Hitting the Stock Market Lottery Millenium Invest
Global Views Scotia

Banks Cling to Bundles Holding Risk Morgenson
Piketty isn’t just a brilliant economist; he’s a fantastic storyteller NRepublic
IPO market is casualty of stock market pullback USAT

Japan investment in Southeast Asia surges amid China slump Reuters
The Canadian Housing Boom’s Economic Impact BMO
America Is Checkmated In the Middle East War After U-Turn on Syria Black

U.S. Said to Warn Money Managers of More Russia Sanctions BL
Ukraine Accord Doubts Grow as Protesters Refuse to Disarm BL

Out of Ammo?The Eroding Power of Central Banks Spiegel
China’s Ticking Debt Bomb Wharton
Dare to Be Great II Outside The Box
Utilities flashing red Saft Should you sell in April and go away? Hulbert Cumberland
The American Dream turns into a Global Nightmare Farrell
Are we facing another housing bubble? Yahoo Finance
Speech by Chair Yellen on monetary policy and the economic recovery FED
Is the Federal Reserve a Philosopher King? Pollock
The problems of HFT, Joe Stiglitz edition Salmon
Why We’re in a New Gilded Age Krugman
Flash Boys author Michael Lewis: 'Wall Street has gone insane' Guardian
High-Frequency Fightback Starts in Foreign Exchange BL
Argentina's fight with bondholders reaches U.S. top court Reuters
Citi received mixed signals from the Fed on 'stress test': WSJ Reuters
IBM's quarterly revenue sinks to 5-year low as hardware sales fall Reuters
Weibo IPO below expectations, raises $285.6 mn AFP
Commodities Update - Nickel rally not over yet Danske
China factories face new challenge as growth slows AP
China's FDI inflow down 1.47% in March China Daily
US urged to 'understand' yuan issue CD
China’s “shadowy” credit bill coming due MW
Surging Loans to China Could Pose a Risk to Hong Kong’s Economy WSJ
Japan Consumer Confidence Drops to Lowest Since 2011 BL
RBI raises $3.3 billion in biggest-ever bond auction Reuters
Derivatives and the Eurozone crisis VOX

US financial showdown with Russia is more dangerous than it looks Pritchard
Practice for a Russian InvasionUkrainian Civilians Take Up Arms Spiegel
Ukraine Clash Kills Three as Powers Meet for Crisis Talks BL
Putin risks upstaging talks on defusing Ukraine crisis Reuters

Fed should beef up low-rate vows, two officials say Reuters
Asness: Stocks & Bonds Are Expensive BL Video
US Treasury declines to name China as currency manipulator Xinhua
Correction is long overdue, but no bear market coming Rosenberg
Tech downdraft may spread Saft
Junk Buyout Loans Eclipse ‘07 Record in Dealmaking Frenzy Reuters
The planets are aligning against the Fed FT (via Google)
Roberts Warns U.S. Now Close To Total Collapse King
A Spectrum of Possibilities (Probabilities) M. Faber RB
Rebuttal for Rajan: Bernanke Defends U.S. Policy in Visit to Mumbai WSJ
Lehman Freeze Evoked as Russian Bond Sale Scrapped Again BL
Defunct bitcoin exchange Mt. Gox files for liquidation: WSJ Reuters
Raising Big Banks’ Leverage Ratio Good, But Not Nearly Enough Epstein
Gold Futures Halted Again On Latest Furious Slamdown ZH
China’s gold demand tipped to jump 20% SD WGC
France is the new cauldron of Eurosceptic revolution Pritchard
Chinese Police Confront Trust Investors Demanding Repayment BL
China's Economic Growth Slows to Six-Quarter Low After Credit Reined In BL
China First-Quarter Home Sales Post Decline on Tight Credit BL
Fears grow over China property flameout CNN
Seven Million Grads Transform China's Workforce in High-Tech Threat to U.S. BL
BOJ's Kuroda maintains positive view on economy Reuters
The Bank might try other means to curb property boom than raising rates Guardian
'We Will Shoot Back':All Eyes on Russia as Ukraine Begins Offensive in East Spiegel

Homebuilder Sentiment Declines BeSpoke
What’s the Frequency Zenith? Things That Make You Go Hmmm...
“The Wile E. Coyote Stock Market?" Saut
Are stocks looking at another ‘Seven Year Glitch’ in 2014? MW
The promise of deflation Hutchinson
The Era of Financialization, Part 2 TCrisis  Krugman - Alhambra - Ritholtz - Williams - BeSpoke
The End Game Will Be Disastrous For The U.S. & The West Embry
Baltic Freight, Shipping Credit & China G. Long
Long-term unemployment: What the U.S. can learn from Sweden Fortune
Yield Forecast Update: Low inflation continues to keep rates down Danske
How long can dinosaur industries stave off the inevitable? Stelzer
Collapse of the Cupcake Fad Sends Crumbs Into Supermarkets BW
Mt. Gox founder  won't face U.S. bitcoin judge MW
Bitcoin promoter indicted for money laundering Reuters
Chasing Returns Has a High Cost for Investors via BP
In Denial About Your Debts? WSJ
Can gold confound the markets and hit $1,400? CNBC
Why Europe needs the City’s financial weapons of mass destruction Warner
China New Credit Declines as Money-Supply Growth Decelerates BL
The Spark That Could Set Fire to China’s Growth Plans WSJ
Singapore's property market in a standoff CNBC
Chinese funds in realty overseas set to double SD
Chinese sneaker factory workers go on strike ap
Massive BOJ-Buying Silences JGB Market WSJ

Ukraine crisis: this does not feel like a doomsday scenario - yet Elliott
Ukraine Says Operation in East Begins WSJ
Ukraine Hikes Discount Rate, Overnight Rate to Halt Crash of Hryvnia Mish

U.S. Deficit Cut by Almost One-Third to $492 Billion: CBO BL
“If current laws do not change, the period of shrinking deficits will soon come to an end”
Retail Sales in U.S. Increased in March by Most Since 2012 BL
Margins, Multiples, and the Iron Law of Valuation Hussman
Madness Price
Trillion-Dollar Firms Dominating Bonds Prompting Probes in U.S. BL
Banks fiddled while Rome burned: how to predict the next global crisis Elliott
Why Stocks Won't Crash (For Now) Forbes
5 burning questions investors have about markets right now NP
Amid Warnings of Low Inflation, J.P. Morgan says Prices Set to Rise WSJ
The Art of the Insult Ritholtz RB - Ciovacco - Baker
Are Speculative Bubbles Good? Cassidy
Tech insiders dumped shares ahead of slide FT
10%-15% correction is coming this autumn: B. of A. Merrill Lynch MW
Gross Loses to Goldman in Hot Bond Strategy as Pimco Lags BL
How Warren Buffett lost $1 billion USAT
The Super Rich Are Richer Than We Thought, Hiding Huge Sums, New Reports Find HP
High-Frequency Traders Get Curbs as EU Reins In Flash Boys BL
Gold Bears Bet Wrong Again as Fed Talk Favors Bulls BL
Stimulus ruled out China Daily
China Tightens Oversight of Trusts as Default Risk Increases BL
Draghi Euro Warning Looms as ECB Debates Policy Measures BL
“The strengthening of the exchange rate requires further monetary stimulus”
ECB  eyeing asset buys? MW
Homeowners raising average asking price in London by 7% a month Guardian
Carney’s Powers Seen Primed to Take Heat Out of Housing BL
Markets wrong to think euro crisis over: UBS chair CNBC
Abe Woos Inflation-Fearing Grandmas With Floaters: Japan Credit BL

Oil prices up as Russia-Ukraine tensions escalate AFP
UN Security Council meets over Ukraine before deadline Reuters

The Global Week Ahead Scotia
Financial Stability Noland
Every Central Bank For Itself Mauldin
A bigger 10%-15% correction is coming this autumn: Bank of America Merrill Lynch MW
What to Do When Stock Market Starts to Crack? Barron’s
The Bear Case in 10 Easy Lessons Cramer
Tensions over money flows bode poorly for global economy Reuters
Sonders: No `Mass Exodus' Out of Bonds to Stocks BL Video
Global Views Scotia
Weekly Focus: Risk markets nervous going into the earnings season Danske
FX Forecast - April: Vacuum after ECB and Fed maintain near-term EUR/USD upside Danske
Bond Traders From JPMorgan to RBS Placed on Leave BL
Losing Interest Eichengreen

Criminal probe launched in Herbalife; shares drop CNBC
Staples  looks to bring 3-D printing to the masses MW
Regulator: Fracking causes earthquakes AP
G20 gives US ultimatum over IMF reform FT
Toil and trouble as Britain faces another housing bubble TheNation
China: Big Issues, Bigger Economy BMO
Puerto Rico bond crisis leaves boxing champ Trinidad ruined Reuters

S&P 500 Has Worst Week Since January on Valuation Concern BL


Stocks suffer big weekly loss; Nasdaq loses grip of 4,000 MW
The Collapse Of Momentum Stocks Is An Ominous Change Comstock
2014 crash will be worse than 1987's: Marc Faber CNBC
Don't Be Surprised If This Is The Start Of A Stock-Market Crash... Blodget
Banker showdown: Bernanke tells off India's Rajan CNBC
--
Competitive Monetary Easing:  Is it Yesterday Once More? Rajan
Words, charts, numbers all fail Fed Saft
U.S. as Global Growth Engine Putt-Putts Instead of Purring BL
85% of Pension Funds to Fail in Three Decades Mish
Dare To Be Great II Oaktree
Pimco's Bill Gross Picks Up the Pieces BW
Detroit’s $85 Million Swaps Fight Hints at Tough Battle BL
Yes, the SEC was colluding with banks on CDO prosecutions Reuters
High-Frequency Trades Are ‘Intense Focus’ of SEC, White Says BL
Exclusive: SEC eyes test that may lead to shift away from 'dark pools' Reuters
5 Reasons Gold Volatility has Dramatically Declined CEO
Natural Gas Loses Decades-Old Tie to Oil in Landmark Deal BL
Merkel visits Greece after bond success AP
Top economists warn Germany that EMU crisis as dangerous as ever Pritchard
The world economy may well be stuck in neutral for years Warner
Japan’s Still-Clogged Economic Plumbing WSJ
China's inflation up 2.4% in March CD
Government won't resort to short-term stimulus, Li says CD
China Fake Data to Skew More Export Numbers BL
Cross-border stock trading bodes well for China reform path Schroders
Turkey’s Hot-Money Problem Triple Crisis
Lehman lessons weigh on Cyprus talks but 1920s slump must not be ignored Guardian
Australia’s Housing Bubble Will Pop Trumpet

Putin warns Europe about Ukraine gas debt AP
Russia's VTB criticises Bank of England's demands Guardian
The West’s Financial Arsenal Project Syndicate

Nasdaq Just Plummeted And Everyone's Asking The Same Question HP
Jobless claims near seven-year low; import prices above forecasts Reuters
Risk On, Regardless Outside The Box
Noted bear foresees S&P hitting 1,950 next month MW
Global solar dominance in sight as science trumps fossil fuels Pritchard
Global Business Cycle Monitor: Indicators point to temporary slowdown Danske
Fed minutes indicate easy-money policy may persist LAT  FED
No One Will Ring The Bell At The Top via ZH Rickards - Signs of Crash
Every Reason You Should Be Worried About a Destructive Tech Bubble TIME
Understanding contagious bank runs VOX
Capital requirements for bank exposures to central counterparties - final standard BIS
Deutsche Bank employee was suspended over Singapore central bank communication Reuters
RBC Joins Goldman in Suing Clients After Singapore Crash BL
Bank Of America To Pay Up Over Sketchy Credit Card Allegations HP
Industry Trends: Technology Scotia
US banks push back against 'too big to fail' funding assumptions FT
Iron-Ore Bear Market Deepens as Aussie Mines Expand BW
China 'has more gold than official figures show' Telegraph
US to become major LPG supplier to China Reuters
Greece: strong demand for 1st bond in 4 years AP
China Exports Unexpectedly Fell in March BL
China rules out short-term stimulus despite weak trade figures FT
China to permit cross-border stock trading with HK AFP
Record Europe Dividends Keep $3 Trillion From Factories BL
Won Soars to 6-Year High Chosun
University students will be repaying loans into their 50s, say researchers Guardian
'US Operating Without any Kind of Boundaries' Spiegel
China's Military Chiefs Lecture the Visiting U.S. Defense Secretary BW

Ukraine’s Rust Belt Faces Ruin as Putin Threatens Imports BL
Russia’s New York Stocks in Peril as Kremlin Makes Plea BL

Gold jumps 1% after ‘dovish’ Fed minutes MW
5 warning signs of a stock market bubble Hulbert
Enquiring Minds Want to Know: Is David Malpass Correct about Fed Tapering? Kasriel
The Coming Currency Clash in Asia Prasad
“Flash Boys” forever: Rigging stocks is the American way Farrell
The Era of Financialization, Part 1 Triple Crisis
Fed To The Sharks, Part 2 Smith  Mish - Crudele
ECO 348, The Great Recession:Quantitative Easing Krugman (PDF)
Could bitcoin  ever overtake the U.S. dollar? MW
Manipulate Me: The Booming Business in Behavioral Finance BL
World Economic Outlook IMF
IMM positioning: AUD-positioning now broadly square Danske
U.S. Corporations Have Over $2 Trillion Stashed Overseas HP
Why investors should fear the return of the buyback Fortune
JPMorgan's Dimon says U.S. banks healthy, Europe lagging Reuters
Funds too lame rather than too big to fail Saft
Goldman Sachs looks at shutting dark pool MW
SEC Lawyer: Agency Was Too 'Fearful' To Punish Wall Street Crooks After 2008 Crisis HP
Taibbi: U.S. Should Be Ashamed It Treats Pot Smokers Worse Than Wall St. Criminals HP
Replacing Fannie Mae and Freddie Mac: Look Toward Denmark? Wharton
China Commodity Demand Not Peaking, Says IMF WSJ
Draghi’s Hunt for QE Assets Leaves ECB Scouring Barren Market BL
Cementing Europe’s Recovery El-Erian
A Surplus of Controversy Rogoff
Greek Yields in Bond Return Seen Reminder of Snags BL
Greece Prepares as Much as $688 Million of Real Estate for Sale BL
The Athens Stock Exchange (ASE) General Index has jumped 175 percent since reaching a 22-year low in June 2012
iKang prices Nasdaq IPO at top end Finance Asia
Sovereign Debts in a Fossil-Fueled World YALE

Is the stock market sell-off just getting started? MSN
On Small-Caps, Tech and Buffett's Foibles Barron’s
That screeching sound is the market losing momentum MW
'Scared' Dennis Gartman: Get out of stocks CNBC
Housing pain could halt stocks’ gain MW
“The Russians Are Coming” Saut
Central banks are incubating a crisis the IMF is disinclined to see Warner
10 reasons Americans ignore climate disasters Farrell
Fed To The Sharks, Part 1 Smith  Keen
High Frequency Selling Alhambra
The Father Of High Speed Trading Speaks: "The Market We Created Is A Casino; A Complete Mess; A Rigged Game" via ZH
Forget the ”Flash Boys”, this new threat could cost investors far more... Reuters
Barclays settles Libor-linked court case Guardian
Settlement means bank's former boss Bob Diamond will not have to testify over interest rate swaps worth Ł70m
Citigroup to pay $1.3 billion to settle mortgage-securities claims MW
U.S. jury orders Takeda to pay $6 billion over Actos claims Reuters
James River Coal files for Chapter 11 MW
Progress report on implementation of the Basel regulatory framework BIS
Gold Is Least Preferred Metal as Morgan Stanley Predicts Decline BL
Liechtenstein Banker Shot Dead in Reported Investment Feud BL
Ex-ABN Banker Schmittmann Killed Wife, Daughter, Himself BL
US warns China over currency depreciation Reuters  Mish
Top Yuan Forecasters See Rebound in Asia’s Worst Currency BL
Don’t Bet Against the Greenback Yet Asia Sentinel
Foreign Investors Selling out of Japanese Debt WSJ
UK companies succumb to tech bubble fears Telegraph

The Other Side of the Mountain Hussman
Five signs that the global economic recovery may be an illusion Elliott
Everything we are told about deflation is a lie Price
Welcome To Terminus Burning Platform
The ultimate in foolish leverage Hutchinson
What world must do to kickstart growth Summers
Lies, Damed Lies, and GDP McTeer
Framework for Understanding Market Tops and Bottoms Mish
America’s Fiscal Health Affirmed as Treasuries Demand Rises BL
Pimco's problems grow as pension funds take fright FT
Will Buffett have a GE lightbulb moment? FT
Buffett’s value bet on Canadian energy stocks CNBC
Watchdog To Go After Hedge Funds HP
Fortress to Tudor Lose in First Quarter as Macro Misfires BL
Hedge Funds Get Gold Timing Wrong on Rebound BL
Dark markets may be more harmful than high-frequency trading Reuters
Interactive Graphic: The NSA Spying Machine BW
World Bank trims China, East Asia 2014 growth forecasts Reuters
Risks in China stimulus Stephen
China’s central bank no longer holds all the cards
BRICs and Beyond: Do Acronyms Help in Emerging-Market Investing? WSJ
Deadbeat Chinese shipyards stick banks with default bill Reuters
That means Chinese banks may be on the hook to pay large sums to buyers if the yards can't come through per contract, with little hope of recouping the cash from the yards
Rapid growth of 'shadow financing' triggers concerns Korea Times
Nigeria: Economy $510 billion, biggest in Africa AP

The Global Week Ahead Scotia
HFT, Rigged Markets and The Man Noland
The Lions in the Grass, Revisited Mauldin
Dow hits record as 1987 crash comparisons continue Breakout
Roubini: Beware of U.S. Market Correction This Year BL
Fed Policy, Muni Insurance and Corporate Bond Review Schwab
Global Views Scotia Global Equity BMO
Weekly Focus: Low inflation supports lower Swedish rates this summer Danske
Rationales & Targets Cross Currents
Warning Signs in Leveraged Credit? PIMCO
Confused about bonds? You’re not alone MW
More economists see rate hike in first half of '15 Reuters
IMF’s Lagarde Says U.S. Job Numbers “Not at Potential” BL
The Wolf Hunters of Wall Street NYT
The Wallet as Ethics Enforcer Morgenson
Boom times for the barbarians Fortune
The Richest Rich Are in a Class by Themselves BL
HFT Extracting "Billions" of Dollars from Investors, Says Expert FS
Are Virtual “Currencies” Likely to Succeed? FRBSL
Don’t Count Out Commodities Yet BMO
Inside Kurt Cobain's $450m empire CNBC
'Gods' Make Comeback at Toyota as Humans Steal Jobs From Robots BL

BOJ Seen Doubling ETF Purchases in Next Round of Japan Easing BL
Turkey’s Hot-Money Problem Project Syndicate
Fears of Russia-Ukraine energy war FT

Nasdaq drop worst in 2 months MW
Payrolls in U.S. Rose 192,000 in March, Unemployment 6.7% BL
Bob PIMCO (Gross)
The Stock Market' Shaky Foundation Comstock
Leaving buyers club could be Fed's next tricky task Reuters
Credit bubble fears put central bankers on edge FT (via Google)
While many members of the Federal Reserve Board argue that the central bank  should not risk derailing longer-term economic growth in order to  respond to potential market excesses, some have argued the reverse.
Inequality an Equal Concern for China, U.S. Stiglitz
Monthly Economic Monitor NB Financial
April - TRIGGER$ G. Long
Fed's Fisher: forward guidance should not be binding Reuters
Stein to step down from depleted Fed board Reuters
The Overhang of Structures before and since the Great Recession FRBC
The Perpetual Bubble Economy NYT  Smith - Pension Partners - Mish - RB
Completely Surreal Photos Of America's Abandoned Malls BuzzFeed
BLS jobs data will be heavy on the BS Crudele
HFT: Fragility, Bubbles & Mayhem Ritholtz
Lenovo-IBM Deal Probed by U.S. Over Servers at Pentagon BL
BlackRock Liquidity Concern Dogs Asia Currency Electronic Trade BL
After Fukushima, Uranium Prices Continue to Lag BW
China To Cause Massive Collapse Of Second London Gold Pool Barron
No ECB easing despite fear of stagnation Danske
Spain's Five-Year Yield Drops Below America's BL
Home sales revenue slumps China Daily
Does China have a housing bubble? Here's why nobody knows for sure Quartz
China tells banks to manage bad loans, stress tests planned: paper Reuters
Services mitigate manufacturing malaise CD
Japan's economy - Out of the zone Economist
BOJ Battle: The Empire Strikes Back WSJ
A New Japan First: Negative Rates WSJ
In other words, debt has gotten so scarce for non-BOJ buyers that some investors are willing to pay for the privilege of holding government  bonds.
Taiwan's Protests Point to a Deeper Crisis BW
World Population Trends Signal Dangers Ahead YALE

No, Russia Isn't Going Broke Any Time Soon BL
McDonald's closes Crimea restaurants BBC

ISM Services Weaker Than Expected - Jobless Claims Worse Than Expected BeSpoke
Irrational Nonexuberance for Stocks Ritholtz
Now there's a 1987 chart to get worried about MW
Robert Shiller warns investors to be 'realistic'   MW
Market Distortions: Buybacks and Dividends G. Long
Hollow Men, Hollow Markets, Hollow World Outside The Box
Foolish Investment Ideas Merk
A Revolution in Money Sorkin
Big Data Cumberland Triple Crisis - Smith - RB
Bill Gross's fund suffers outflow of $52 billion in 11 months MW
Lewis Explains The Casino: "Why Are You Even Arguing" That This Is Not Rigged? via ZH
High-Frequency Trading and Proof That the SEC Approach to Insider Trading Is Completely Wrong Cuban
The Marriage of Governments and Banks—For Better or for Worse Pollock
Are the goldbugs finally crying uncle? Hulbert
Formula From 1945 Casts Doubt on Accuracy of U.S. Shale Reserve Estimates BL
ECBs deflation paralysis drives Italy, France and Spain into debt traps Pritchard
Presentation - DKK: Nationalbanken Preview Danske
At last, China goes for (mini) stimulus MW
Real land reform requires more than words China Daily
Reforming China's State-Market Balance   Stiglitz
Mark Carney won't rule out pre-election interest rate rise Guardian
Abe Loan Push Impeded by Companies Hoarding Cash BL
Pesek on Asia: Malaysia's China Problem BL
Brazil Raises Key Rate for Ninth Straight Meeting to 11% BL

Miley Cyrus caught up in Russia sanctions row Guardian
JP Morgan to process payment for Russian embassy, easing tension Reuters

S&P 500 Back At All Time Highs BeSpoke
US ADP Beats On Upward Revision Scotia
Dow Theory Suspense Builds as Stocks Near 1880s Crucible BL
Yellen's Real-Life Examples of Unemployed Omit Criminal Records BL
What Happens After the Low-Hanging Fruit Has Been Picked? Smith
Four states hitting record highs for home prices MW
The Housing Bubble Is Still Raging In These 20 "Buy-To-Rent" Cities ZH
Epic debate on high-speed trading  with Michael Lewis MW
Virtu delays IPO amid high-speed trading scrutiny FT
Did Someone Front Run Michael Lewis? Barron's
Why the US can't escape Minsky Keen Ciovacco - Crudele
The Fiscal Cliff and the Dynamics of Income FRBC
Polar Vortex Chilled U.S. Profits in First Quarter BL
GE's Sneaky Little Tax Trick Could Cost Government $62.5 Billion HP
SEC chair discusses probes into high-speed trading Reuters
GM avoided defective switch redesign in 2005 to save a dollar each   Reuters
Pressure rises on Gross as investors pull $3.1 billion from Pimco's flagship fund Reuters
End of Goldman era on the NYSE floor FT
Why crude could gush over $150 Breakout
Japan may only be able to restart one-third of its nuclear reactors Reuters
Debt troubles within the Great Wall Wolf
Must Chinas borrowing binge, like most others, end in tears?
Growth of China's shadow banking sector casts light on fault in system Das
Beijing's attempts to rein in runaway credit expansion has also perversely encouraged growth in the sector
China's Overnight Rate in Longest Rising Streak Since October BL
Chinese Investors Change Face of Dubai WSJ
Japanese companies cast doubt on BoJ inflation target FT
Mongolian Mining faces looming debt challenge Finance Asia
Home price growth at 18-year high Guardian
Investors 'too relaxed' about rising interest rates, Bank of England warns Guardian
In Australia, Central Bank Gambles on the Housing Market WSJ

Russia hikes gas price for Ukraine AP
JPMorgan Assailed by Russian Ministry for Blocking Payment BL

S&P 500 hits an all-time high as manufacturing data lift U.S. stocks MW
The Mirage of the 'New Economy' Xie
The Changing Face of Global Risk Roubini
Being There Saut
Is S&P 500 setting up a trap door? MW
Buy me anything but America RB
Yellen takes case for Fed's easy money policies to the public Reuters  Speech
If Yellen can convince college students that her sometimes perplexing  institution serves the public's interest, the Fed has a better shot at  beating back efforts in Washington...
Bank lending surge very good or really bad Saft
Ending Bernankeism will reduce inequality Hutchinson
A New Machine: Is a Capital Spending Cycle Imminent? Sonders
Investors Sue 12 Banks, Allege Conspiracy to Rig Forex Markets WSJ
Are Bank Stocks Sending an SOS Signal? EW
Too-Big-To-Fail Advantage Remains Intact For Big Banks Epstein
Company earnings warnings near record levels as Q1 reports loom MW
Banks probed for alleged forex rigging: report AFP
Deutsche Bank FX Saleswoman Said to Be Placed on Leave BL
Fault Runs Deep in Ultrafast Trading Sorkin
Michael Lewis: Iconic U.S. Stock Market Is Rigged 60 Minutes
FBI Investigating High-Frequency Traders: WSJ HP
Citigroup uncovered rogue trading in Mexico, fired two bond traders Reuters
Facebook CEO reaps $3.3B gain from stock options AP
Mt Gox staff asked CEO over use of money in 2012 SD
Second Japan nuclear operator to get government bailout -Nikkei Reuters
China Manufacturing Index Little Changed in March BL
China Burns Speculators as $5.5 Billion Lost on Yuan Bets BL
Euro Manufacturing Stays Near 3-Year High as Recovery Persists BL
BOE Sees Looser Loan Standards in Commercial Real Estate WSJ
ECB Preview: The balance is set to tilt to more easing Danske
Abenomics Watch: Japanese Stocks Falter BW
Turkey Bank Hazards Revealed in CEO Shoe Boxes With Cash BL
China's slowdown could trip up NZ economy CD
Research Denmark: Consequences of large household debt Danske

Shifting Policy at the Fed: Good for Long-Term Growth, Bad for Cyclical Bubbles Hussman
Lured by plausible nonsense Price
High-Frequency Traders Ripping Off Investors, Michael Lewis Says BL
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Flash Boys: A Wall Street Revolt Amazon
US equity investors ignore warning signs FT
Biggest ETF Exodus From Treasuries Since ‘10 Signals Higher Rate BL
Pope, Obama ally in war on global inequality Farrell
Shut up! It’s not 1929 Jaffe
This could be signaling a pause for the S&P 500 CNBC
“The decline in the volume of buybacks is a cautionary sign, as buyback volume and the S&P 500 have a high positive correlation”
A permanent economic slowdown? Samuelson
Putting China’s dramatic transformation into perspective Keen  RB - Interfluidity
Chou 2013 Annual Report PDF File
Swiss Antitrust Regulator Probes Eight Banks Over FX-Rigging BL
SocGen facing bribery lawsuit over Libyan deals Reuters
As Cash Use Drops, Do Crime Rates Follow? BW
Raiders-Turned-Activists Prove Boon for Stocks Beating S&P 500 BL
Hey, Marc, listen up to the ol’ guys NYP
Disney's 'Frozen' becomes top-grossing animated film Reuters
Global banks issue alerts on China carry trade as Fed tightens, yuan falls Pritchard
'Lehman moment' in China? Not quite, says BlackRock CNBC
Property market shows signs of cooling down Xinhua
Tracking China’s Hot Money Flows Through Commodities Diplomat
China seizes $14.5 billion assets from ex-leader Reuters
More than 300 of Zhou's relatives, political allies, proteges and staff have also been taken into custody or questioned
Japan factory output contracts, dims growth outlook as tax hike looms Reuters
Yen weakens in Asia on BoJ easing speculation AFP
Japan Is Doomed Unless It Learns to Love Inflation Atlantic
Current account deficit crisis creeping up on UK can't be ignored Elliott
Housing market: fears of bubble as demand far outstrips supply Guardian

Ten ways the Ukraine crisis may change the world Reuters
North and South Korea Exchange Fire Over Western Sea Border BL

The Global Week Ahead Scotia
QE, Uncertainty and CPI Noland
When Inequality Isn’t Mauldin
Jim Bianco: China May Be in Hard-Landing Phase Right Now, But Don’t Expect ‘08 Crash FS
The Coming Financial Crisis WSJ
It isn't easy flapping my wings like Chicken Little while the stock  market races to new highs and economists drone on about a recovery, but  history is on my side.
5 things that should keep investors awake at night FP
U.S. stock market is rigged, Michael Lewis says MW
Fed of 1970s Shows Capacity May Mislead BL
Treasuries Post Monthly Loss as Fed Flattens Yield Curve BL
In Some Ways, It’s Looking Like 1999 in the Stock Market NYT
Nasdaq’s weekly loss is worst since October 2012 MW
The Real Price of Gold: Ritholtz Chart BL
Consumer Confidence Rebounds, but Uncertainty Lingers Norris Baker
Global Views Scotia Global Equity BMO
Weekly Focus: We expect the ECB to deliver Danske
Love it or hate it... the dollar's here to stay Prasad Rickards
Dollar reserve role secure but set to shrink: BIS Reuters

Why Mutual Funds Managers Cannot Protect Investors In Bear Markets Harding
Why you may want to avoid ETFs Hulbert
A Lone Ranger of the 401(k)’s Morgenson
Goldman Sachs President Says Markets “Ignoring” Risks BL
U.S. judge rules banks must face lawsuit over alleged rate rigging Reuters
PwC is sued for $1 billion over MF Global collapse Reuters
Hedge fund vultures feast on Lehman corpse CNBC

Russia Says No Plan to Invade Ukraine After Putin Calls Obama BL


Consumer Spending in U.S. Increases by Most in Three Months BL
Market Facing An Array Of Bearish Indicators Comstock
Duration Risk: Why "Tapering" Is a Mirage and the Fed May Be Loosening Instead Sheridan
Why the yield curve matters Hulbert  Mish
Global Growth at Risk as Ukraine Adds to Known Unknowns BL
Credit Markets, Limited Commitment, and Government Debt FRBSL
Dear Keynesians... Smith Bulls Retreat - Contra Corner
Fed should start rate hikes in first quarter 2015, Bullard says Reuters
How the Fed is hurting seniors MW
Shiller: On Bubbles & Busts Video via Ritholtz
$1 trillion student loan debt widens US wealth gap AP
A string of mega deals drives global M&A recovery in first quarter Reuters
State regulators hire outside lawyer for dispute with SEC Reuters
Feds Investigate GM For Bankruptcy Fraud, Ignore Own Behavior On Fannie And Freddie MW
Nasdaq Candy Crushed Sends Hedges to Highest Since 2008: Options BL
U.S. Retailers Spent the Past Year Rushing Into Russia. Now What? BW
The 67 People As Wealthy As The World's Poorest 3.5 Billion Forbes
Euro zone not preparing third Greek bailout so far: official Reuters
China’s Stubborn Short Sellers Take on World’s Best Rally BL
Short interest hit a record 29 percent of shares outstanding on March 24...
The End of Chinese Central Planning Roach
Appetite for yuan weakens China Daily
China Vows to Tackle Overcapacity as Industries Suffer BW
Americans Must Adjust to a World Dominated by China - Fed’s Bullard WSJ
Investor Treaties in Trouble Triple Crisis
All Roads Lead to Beijing Asia Sentinel
Will Japan survive Tuesday’s tax cliff?   MW
Global Real Estate Trends Scotia
Rotation In To Emerging Markets BeSpoke

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