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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 Barronâ€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 isnâ€t just a brilliant economist; heâ€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 Boomâ€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:Â 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 -- 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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