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Wednesday August 31 Dow Ends Up 69 on Philadelphia Fed Plan AP Unleaded nears $3; natgas tops $12 CBSM Chicago PMI shows contraction in August CBSM Oil Falls as U.S. Will Use Emergency Reserves BL New Orleans Is Inundated as Two Levees Fail NYT Katrina's ultimate aftermath could be recession CBSM Damage to Economy Is Deep and Wide NYT The Katrina factor and energy prices CS Monitor Hurricane 'will force consumers to reduce fuel use' TO Valero Statement Valero Gas shortages hit some Valley stations Arizona Republic Local Gas Shortages Add To Pain At Pumps Detroit Atlanta Carriers Are Stricken by Cancellations and Lack of Fuel NYT Katrina blows up storm in a coffee cup for US TO Nonrecurring Events Becoming a Nonevent? Schaeffers Hurricane Katrina Had No Silver Lining! Kasriel Economy Expands at a 3.3% Rate in Second Quarter BL BEA Mortgage applications fall despite rates MBA Pyrrhic Victory McCulley Five nightmarish scenarios that could shatter the stock market Macleans Does the maestro sign off in credit? Guardian The Greenspan Legacy Kirby New Rules Could Allow Power Plants to Pollute More WP The language could undercut dozens of pending state and federal lawsuits aimed at forcing coal-fired plants to cut back emissions of harmful pollutants... Ford to lay off 400 white-collar workers CBSM GM to close more north American plants FT Is Dell Dying? Slate Boeing Union Advises Machinists to Strike AP Waste Management Settles for $26.8M CFO Author Exposes Financial 'Wizards of Oz' and Dire Economic Future PR Book Are Fund Companies Chasing Trends Again? Morningstar Gold Gets Gridlocked Schaeffers Japan's Industrial Production Fell 1.1 Percent in July, More Than Expected BL Oil surge poses hazard for economy Asahi China in delicate trade game with U.S. and EU IHT Mandelson set for rough ride on plan to release Chinese clothes to shops FT China to buy US goods to reduce surplus China Daily China orders 7,000 of its coal mines to suspend production AFP Risks fail to deter demand for warrants Standard Plaza Accord's legacy still echoes across globe Yomiuri Fuel costs constrain Australian retail sales BL Germany AG Quietly Passes Into Hedge Fund Hands BL Dubai's Oil-Fueled Real Estate Boom Raises Fear of a Bubble BL Mandiri's 1st-Half Profit Falls 80% on Bad-Loan Costs BL
Tuesday August 30 Oil industry assesses Katrina damage CBSM Information still sketchy as aircraft survey rigs More than 95 percent of Gulf oil production lost AP MMS Daily Report Looting Takes Place in View of La. Police AP How Katrina may hurt hedge funds CNN Wal-Mart says 123 stores closed due to Katrina Reuters Treasuries Surge on Oil BL Retailers Slide As Oil Prices Jump MSN FOMC sees inflation risks rising CBSM Aug 9, 05 Minutes 1.1 million more Americans in poverty Reuters Census Money Separates the ECB From the Fed Baum Hey, Big Spender Paul More pain at the gasoline pump CBSM Many markets will see prices 'north of $3 a gallon' Gold futures drop to a one-month low CBSM Consumer Confidence Index Rebounds in August Conference Board U.S. factory orders down 1.9% in July CBSM Census Katrina Spares Insurers the Worst~Cursing Katrina~$10B+ Oil Prices Up, Traders Await Katrina Data AP Economic slump looms after storm AR Storm worsens gas problems USAT Gov. Bush Warns Residents Of Gas Shortages Local6 Another Storm Casualty: Oil Prices NYT Gold shrugs off Katrina CBSM Katrina disrupts air travel Katrina Spells Profit for Oil Goons Crudele Katrina slams U.S. Gulf Coast, oil rigs adrift Reuters BP says US Gulf oil rigs intact AFX Chain store sales down for fourth week Reuters Bubbles All Around Us Morgan Stanley (Xie) As Bear Funds Show, a Short Seller's Life Is Hard Currier Bond bears looming Brimelow Put Liquidation on the Spiders Schaeffers It is Time to be Careful To Housing Market – An Overview of Volume and Price Adjustments NT PDF Homebuilder insiders on selling spree CBSM Stick With The Short Consumer Discretionary Trade BCAR Auto analysts predict Aug. sales slowing AP GM, Ford Sold Cars at a Loss in First Half LAT(R) GM tops per-vehicle loss Det GM, Hit by $3 Billion Loss, Leans on Daewoo's Engineering Skill BL SEC May Fine Morgan Stanley for Email - WSJ NYT KPMG Pays $456M Fine in Tax Shelter Probe AP How KPMG was given a lesson in humility Norris Cramer: GOOG to $500 TheStreet How low can PC prices go? CNN Workers say they're falling behind-survey Reuters Did Fees at Bayou Overwhelm Diligence? NYT NYSE member arrested over threats BBC Understanding the Greenspan Standard KC Fed PDF Oil price bubble about to burst, says business guru Forbes AFX Gold Nears 2-Week Low in London on Concern Speculators May Sell BL China set to snatch the golden crown from India Fibre CPM Silver Survey predicts 43.4M oz '05 deficit Mineweb Gold mining with plants? S&T China, US struggle to solve textile dispute ahead of Hu meeting AFP China's yuan makes slow gains on the market China Daily Oil-triggered slump in U.S. is the worry in Japan Japan Times Indonesia Raises Interest Rate to Stem Rupiah Plunge BL CB Steps In to Buy More Euros Moscow Times 1.85 bln people in Asia-Pacific live on less than 2 USD a day AFP UK borrowing slowdown continues BBC Retail slump to deepen after dismal summer Times Online Lending rate slows to 3yr low Times Online
Monday August 29 Energy taps records across the board ~ Katrina slashes oil production by 92% Oil Soars to Record Above $70 BL Opec fears over storm fallout Gu Allstate, Insurers May Face Record $30 Billion Katrina Claims, Eqecat Says BL Globalization’s First Oil Shock, Part II Roach The 40-Year Forecast for the S&P 500 Index Hussman Dumping of US dollar could trigger 'economic September 11' Australian Yield curve on US Treasuries close to inverting FT Is the market heading for a nasty fall? CBSM On Tap for the Next Fed Chief: Trouble BW It's RIP for the housing boom MSN (Fleck) Greenspan and the Bubble Krugman Housing bubble evidence abundant Burns Housing-Bubble Talk Doesn't Scare Foreigners WSJ What's Eating Home-Builder Stocks WSJ Homes, by luck of the draw CBSM Oil prices ‘posing a global economic risk' Globe & Mail Soaring Fuel Prices Finally Prompt U.S. Consumers to Cut Back BL Record Gas Prices Could Keep Climbing AP Tracking Gasoline Prices WSJ States tackle gas cost CS Monitor Lawmakers consider proposals to ease the pinch of high gas prices Gas prices squeeze some small firms USAT Fuel prices pinch truckers AR Measuring the Economy May Not Be as Simple as 1, 2, 3 WP US economy, commodities and China Brookesnews Treasury Bond Volatility May Rise as Greenspan Nears Retirement BL At Defunct Fund, Close Ties to Auditor Morgenson How much cash on sidelines is really there to pump up stocks? AP Squeezing More Yield From Your Cash Farrell Beware lure of indexed annuities Chicago Tribune At KPMG, an end to defiance NYT Connecticut regulators investigating hedge fund USAT The Bayou situation is a cautionary tale for investors rushing to participate in the hedge fund boom of recent years. NYT Suicide note deepens Bayou probe CNN Foreman Cookoff Byron Capital flow must change course FT Japanese Stocks Drop After Crude Surges; Toyota Leads Declines BL Asia under pressure to curb oil usage, but citizens resistant AFP China economists call for action to avoid looming slowdown AFP The dragon's growing thirst Taipei Times Russia, China Consider Giving up Dollar in Bilateral Trade Mosnews Inflation may run out of control King Rate cut fails to put spark into housing market Times Online Is Australia's Economy as Good as It Gets? Pesek Global tides pull at stocks NZHerald Ex-Yukos CEO Ends 7-Day Hunger Strike Moscow Times Another METI slush fund reported Asahi Venezuela Offers Heating Oil to U.S. Poor as Winter Approaches BL China Jewelry Consumption Soars PD More costly than 'the war to end all wars' CS Monitor
Weekend Edition (Aug 27-28) Oil, Gas May Soar as Katrina Shuts Down Production Along U.S. Gulf Coast BL Hurricane Katrina May Be Most Costly Storm to Ever Hit U.S., Modeler Says BL America's Resilient Consumers Makin The Fed Targets Your Home Mauldin The Greenspan Era: Lessons to be Learned Noland Greenspan's tenure: From bust to bust? USNews Rubin to Greenspan successor: Watch out! Reuters U.S. drowning in debt, some experts believe AP You owe $145,000. And the bill is rising every day. That’s how much it would cost every American man, woman and child to pay the tab for the long-term promises the government has made to creditors, retirees, veterans and the poor. Equity Is Altering Spending Habits and View of Debt LA Times Oh frabjous day! Mogambo Stocks and Inflation Zeal Euphoria! Sudden Loss of Liquidity? Hoye No. 1 housing market, but is it stable? CBSM Wal-Mart August Sales Rise About 3.3%, Curbed by Surge in Gasoline bl U.S. and China Take Different Paths on Discouraging Gas Guzzling NYT Memo to U.S.: Pay Attention to Canada NYT
Friday August 26 Greenspan Says Fed Is Paying More Attention to Asset Prices BL Reflections U.S. Consumer Confidence Falls for First Month in Three in Michigan Survey BL Dollar shaken as China denies yuan rumor AP Oil Declines BL Bets are on for $100 a barrel oil Reuters Globalization's First Oil Shock Roach INXS Kasriel Summer of Our Discontent Krugman The real key to a housing bubble Norris US housing bubble to burst in spring 2006-Krugman Reuters Home Equity is Not Savings Schiff Bubble Fears Take Toll TheStreet Mortgage bankers' report dismisses bubble talk PPG Foreign cenbanks turn net sellers of US debt - Fed Reuters Greenspan's 18-Year Tenure Assessed at Jackson Hole BL If 'Bubble' Bursts, Legacy of Greenspan May Deflate LA Times The Fed's Dilemma Continues Comstock The Greenspan Conundrum The Doctrine Was Not to Have One NYT Don't Put Too Much Stock in Bond Maturity Payoffs Currier Counting the cost Economist Can the world economy continue to shrug off high oil prices? Energy Prices Hit Americans on All Fronts NYT Finding solace in $3-a-gallon gas CS Monitor Hawaii caps gas prices AP Rising coal demand stretches supply network, energy prices USAT Some big names go nowhere fast USAT US banks' margins fall to 15-year low, FDIC says Reuters Federal Home Loan banks withdraw filings PPG Most of the banks delaying registration also said they will need to restate several years of earnings due to accounting problems. Morgan Wields Axe in Retail Unit OWS Wal-Mart's biggest threat - rising costs Reuters Former HealthSouth CFO Beam Sentenced AP SEC probe Pixar over Incredibles DVD -WSJ Reuters 9 area Blockbuster stores say yes to late fees PPG Bogus-policy issuer busted Miami Herald Bear-Market Brides On Wall Street Business Cycle Likely To Resume Downward Trend Xie China Hurts Japan Deflation Fight Pesek China's new commodity diplomacy CBSM Foreign markets leave U.S. in the dust USAT Alternatives to U.S. Stocks WSJ Mexico's Central Bank Rejects Banks' Loan Bids, Signalling No Cut BL Gas prices too high? Try Europe CS Monitor IEA Stats (Excel) Are House Prices Setting a Trap? NZCity `Dr Doom' eyes Asian real estate Taipei Times China's Baidu.com's bubble already deflating AP Regulator 'killing stakeholder sales' Times Online Sony Pays Higher Yield Than Lower-Rated Hitachi to Sell Bond Sale BL GM's Australia operation slashes jobs at assembly plant AFP Iraqis Miss Third Constitution Deadline AP
Thursday August 25 Crude futures touch $68, ease back CBSM U.S. jobless claims dip to 315,000 CBSM Bankruptcies in U.S. surge to record high AP U.S. Courts Caveat Venditor Cross Currents Fed Summons 14 Banks to Discuss Credit-Derivatives Controls BL The Fed invited 14 of the ``major participants'' in the credit- derivatives market to a meeting next month amid concern the $8.4 trillion industry is rife with unconfirmed trades. News of Fed meeting unsettles financials CBSM Connecticut Investigates Hedge Fund for Solvency NYT So you want to run a hedge fund MSN The area between 48th and 57th streets on Park Avenue is now called "Hedge Fund Alley" Rocky Mountain High Finance WP Bond traders roll with the punches FT Boomers cashing out could crash stock market Bankrate Market forecasts off, so far AJC Asset Bubbles or Bust -- What's the Fed to Do? BL Thirty Years of Reasons to Fear Housing Market Gilbert Rents Head Up as Home Prices Put Off Buyers NYT Behind rosy home data, signs of worry CS Monitor Czech Banks, American Mania Lending? EW Commodity companies 'are the new dotcoms' Telegraph Of all gas consumers, Bush may be biggest AP GM, Ford Motor Debt Ratings Cut to Junk by Moody's BL GM to Extend Employee Discount for Customers Until Sept. 30, Add Trucks BL Kodak Trims Some Operations, 900 Jobs Cut AP SEC charges hedge fund with fraud Reuters Ex-KPMG Partners Face Criminal Charges, Lawyer Says BL Gold's Missing Monetary Premium Saville Different this time? Economist Foreigners are again pouring cash into emerging markets. What will happen when they stop? IMF: Asia's Growth at Risk From Oil Prices AP German Business Confidence Declines for First Month in Three on Oil Prices BL High street slowdown fuels fears for stricken industry Times Online Economic growth will slow to 13-year low, says CBI Guardian Mandelson sticks by his textile quotas despite 'glitch' TO EU quota ‘frustrates’ British textile sector AFP 'Bra wars' may push up price of clothes Telegraph Venezuela's Chavez Squeezes Oil Companies With Taxes BL Chávez seeks influence with oil diplomacy CS Monitor Robertson apologizes for Chavez remark Fox Parmalat files damage 2-billion-euro claim against Deutsche Bank, UBS AFP CIBC Posts Biggest Loss in 138-Year History on Enron BL Floods cause havoc across Europe BBC
Wednesday August 24 Fed's Moskow says higher rates "appropriate" Reuters Oil Surges to Record $67.40, Gas Rises as Storm Threatens Gulf Production BL New-Home Sales Hit Record High in July AP PDF Durable Goods See Biggest Fall in 18 Months AP Census Mortgage applications fall Reuters MBA Oil Rises on Concern Gulf of Mexico Supply May Be Disrupted for Fifth Time BL Dollar’s Fate Tied to Housing and Oil Daily FX Junk bond hangover on the horizon Reuters Low rates led companies to borrow heavily, defaults, layoffs expected Inflation and the economy Marco Island Next Fed chief faces uncharted waters ~ Bernanke, Hubbard, Feldstein or ? CBS Ready for the Greenspan Hosannas? Here's Mine Baum Experts say rising gas prices spur thefts, violence AP Gov't Proposes New SUV Fuel Standards AP “At a time when Americans are paying record prices for gas, the Bush administration has sided with its cronies in the auto industry and rejected real solutions" Gas gripes: readers speak up CNN Retailers' Denim Glut, Gas Prices May Hurt Back-to-School Sales BL Real-Estate Bubble Is Also Buoying Newspapers – For Now WSJ Land values buffer housing bubble SunNews Short View: House party finally over? FT GE plans big lending expansion BL Pier 1 Warns of 2Q Loss on Falling Sales AP Google to Launch Messaging, Voice Service AP Lex: Google FT Relax, Bill Gates; It's Google's Turn as the Villain NYT Google's Stock Sale Mystery Is Simply Solved WSJ Univision Potboiler Bubbles Over TheStreet Investors take chances with Delta stock BG Spitzer's eyes remain on banks CNN The 5 most outrageously overpaid CEOs MSN Pension Plan Cost Volatility Worries Employers SmartPros Pensions turning to edgier investing Baltimore Sun Copper Traders: Get Ready For A Wild Ride BCAR Yen Has Biggest Drop in a Month ~ Dollar Gains Against Euro BL Slow Boat to China or Junk Tales to Debunk? - The Sequel Kirby Chinese Regulator Extends Program to Make State-Held Stock Public BL China's Baosteel slashes steel prices by 10% AFP Steel Profits Melting Down Uncertain Saudi supplies hold key to China's growing thirst for oil AP Is natural gas China's next oil? Globe & Mail Japan Says Sayonara to Bond Market Stability Pesek Indonesia raises interest rates as rupiah plunges further BT DRAM prices force down share price of chipmakers Taipei Times Retaliation hinted in lumber dispute AP Hedge funds build stake in Commerzbank-FT Reuters Shoemaker Jourdan files for bankruptcy AFP Khodorkovsky begins hunger strike BBC
Tuesday August 23 Existing home sales dip to 7.16 million CBSM NAR Former Kmart Chief Finance Head McDonald Accused of Fraud by SEC BL Dating the Next Recession Moore’s Lore U.S. Equities: More Signs Of Froth BCA Research Headed for a crash? Heavy debt threatens American economy MSN Borrowing, Spending, Counterfeiting Paul Bubble-Metrics: Economists Handicap Housing Markets WSJ Bubble fever Bartlett The United States of Real Estate Blumen Winter forecast for heating homes: costly CS Monitor Stretching mortgage to 40 years can be risky Reuters Bad Loans, Bad Blood WSJ Saving less for a rainy day is becoming a popular earnings-enhancement strategy at U.S. banks increasingly stretched for profit growth. A “Firm Expansion” vs. a “Vulnerable Economy” NT PDF 'Don't sell a dull market short' Hulbert Ex-Halliburton worker pleads guilty to bribes Reuters SEC sues two former Bristol-Myers executives Reuters Delta Air Lines Stock Continues Slide AP Yahoo!'s Insiders Unload Shares TheStreet KPMG, prosecutors near settlement Reuters SEC investigating Amkor AR Late Filings Remain High: Glass, Lewis CFO Chip makers cautious with their capex Register NYSE Short Interest Sets Record CFO Gold losing its luster -- for now Adamo The bloodletting times are behind us Schultz Winning Dollar Forecaster Gains Insights Drinking Dutch Beer BL German Investor Optimism Increases to Highest Level in 17 Months BL Playing Ball in the People's Republic TheStreet Chinese beat India for Kazakh oil fields IHT (NYT) Japan's Spending Habit Roils Plan to Sell Big Bank NYT Property market slowed in July Guardian 'Secretive and sloppy' Euro Bank attacked Telegraph Bank fires 20 staff who monitor risks in the financial world Telegraph Banks Lose Accounts on U.S. Clampdown Moscow Times Textile quotas leave stores facing crisis Guardian IPOs fuel stock market boom and fears of bubble Khaleej Times 9/11 factors boost Gulf economies AP Pat Robertson calls for assassination of Hugo Chavez AP
Monday August 22 Gold Rises in New York for 1st Session in Four as Dollar Falls BL Oil above $65 on supply jitters ~ Power Cut Shuts Down Iraq Oil Exports AP Gas Prices Rise 6 Cents to $2.61 a Gallon AP Thomson Market Week Rebalancing Broadens Out Roach Omitted Variables Hussman How China Delays a Plunge in U.S. Treasuries Pesek Why a booming economy feels flat CS Monitor The US economy in the ‘90s was never what it seemed. . . Jackson Dell can't boot up demand MSN (Fleck) What good is being the PC champ in a don't-gotta-have-it world? The Breaking Point NYT There is a limit to how much you can ask of the earth, and it is fast approaching U.S. bankruptcies surge IHT (NYT) Rushing to beat an October deadline, when the biggest overhaul of U.S. bankruptcy law in a quarter century takes effect, rising numbers of Americans seeking to have their debts erased have filed for protection. Homes Data To Fuel Bubble Debate WSJ Crossroads of Earnings & Oil High-priced homes not immune to flipping Palm Beach New Perils at the Pump Newsweek Google sell-off looms as tax penalty falls away Times Online Real Test for Northwest Comes This Week AP In globalization twist, unions target Wal-Mart worldwide AFP Wal-Mart Executive Begins Jail Sentence AP And They Call This Advice? NYT How curious: only one advisory firm supports Providian Financial Corporation's merger with Washington Mutual Pretty Payout NYP Once a Booming Market, Educational Software Takes a Nose Dive NYT Economist looks to buy titles in America Times Online Top 10 dot-com flops MSN Hot Commodities Need a Cool Head Farrell China gold rush hides different strategies FT No rest for the gold stalwarts Brimelow Gold Bugs Flying High TheStreet Does the maestro sign off in credit? Observer China: The New Silk Road Xie Chinese imports cause logjam Dallas MN King’s hawkish stance may be risky Guardian Fueling an 'oil crisis' Standard Shortages at pumps may have been manipulated for political reasons China's widening income gap threatening social stability: government AFP China's Growth May Extend Commodity Boom, Helping BHP, Rio BL Bankruptcy numbers signal fears over consumer debt icWales World Bank president says Bangladesh corruption imperils funding AFP Questions remain as 'Copperfingers' is released from jail Times Online
Dollar to Rally Against Euro on Rising U.S. Rates, Survey Says BL
Weekend Edition (Aug 20-21) What Will Cause the Next Recession? Mauldin Be Warned: Mr. Bubble's Worried Again NYT This Bear Is Running (To the Bank) NYT Is oil getting too slippery? IHT (NYT) IMF report to warn of oil price threat to global economy Guardian Politicians Have Little to Offer To Ease Anguish of Gas Prices WP Gold/Oil Ratio Extremes 3 Zeal Heavy Clouds, No Rain Wakefield Updating the Mortgage Finance Bubble Noland Housing hasn't stumbled yet CBSM You know the market is frothy when even the real-estate agents are worried What if housing bubble bursts? SFChron The three myths of condo investing CNN Falling Costs of Big-Screen TV's to Keep Falling NYT Report: Delta warns of low cash levels CBSM Northwest Airlines Mechanics Union Calls Strike After Contract Talks Fail BL Wal-Mart maintains August sales forecast AP Ex-worker at Halliburton unit guilty of fraud AP Merck: Punitive damages have $2 mln ceiling in Texas CBSM The company faces thousands of other lawsuits. Housing wealth declines for first time in a decade FT Trade wars can lead to shooting wars Asia Times China’s rise threatens to divide Asia, not unite it FT Global imbalances—a tale of two deficits Financial Express Emerging economies face an investment crunch as a counterpart of the US current account deficit World economies stand in front of the largest ever depression India Daily Executive faces £24bn pensions crisis Scotsman FSA to look at Shire trading Guardian Disney probes alleged labor abuses in China AP The Week Ahead: Happy Second Birthday CIBC PDF Mo denies report of aid from jailed banker Standard Zimbabwe dollar hits record low Reuters Gold fever The Standard Iraq at the gates of hell Asia Times
Friday August 19 Crude Prices Soar on Supply Worries TheStreet Lower for the week CBSM Merck Is Found Liable for Texas Man's Death in First Vioxx Painkiller Suit BL Oil on the rise amid Ecuador unrest CBSM A Global Inventory Pop? Roach Hands-on investor: America faces a big chill FT Presidential Cycle Adds to the Risk Comstock Slaughter of the Housing Speculators Safe Haven "Your House is an ATM" Are U.S. House Prices Out Of Reach For First-Time Buyers? BCA Research Debate heats up as real estate cools Reuters Die, die, monster home! Die! CNN Preparing For A Housing Bubble Burst Komo Land in 1920s Florida was so hot, people sold underwater lots Planet Realtor AA: Gasoline prices top $2.60 CNN Pump prices: 'Let's all scream together' USAT ChartofDay Pain at the pump can be lessened USAT Ring pumped by greed, police say HChron Gasoline drives up prices for other goods, services Arizona R Goldman Sees Oil Over $60 for decade NYP Fed May Not Stop Inflation Merk Boom and bust at sea Economist How long can the good times last for the shipping industry? Exotic debt may pose risk for investment banks Reuters Crossing new frontiers in issuance FT Such investments are fraught with pitfalls and the potential for huge losses. Bank Index Breaking Down Further To Ignore Insider Selling? Not Me Schaeffers Gap 'still facing challenges,' cuts view CBSM Delta Plunges on Bankruptcy Concerns, Boosting `Short Sellers' BL Pimco Sued by Investor Alleging Manipulation of Bond Futures BL Hollinger Officials, Black's Holding Company Charged in $32 Million Fraud BL SEC charges 8 more in Reebok trading case AP State warns of fake securities regulators SJBJ HP Brings Home Money, but Not Jobs CFO Wall St. Agrees G.M. Is Troubled but Not Bound for Bankruptcy Soon NYT Money market mania returns CBSM The Metals are Looking Good! Aden Gold –Where To From Here? AIR Gold tarnished by strong dlr, hits 1-week low Reuters Steel Industry Slogs Through Soft Period AP Traffic lights on the blink? Economist Capital markets are hindering, not helping, global economic adjustment Is China Japan all over again? CS Monitor India, China: Comrades in oil Asia Times Energy Alliance & US Isolation Willie Chinese Gasoline Traders Urge Govt to Ease Price Caps BL Overseas buying of Japan stocks sets high for year Japan Times Rate cut fails to entice housebuyers Guardian Monthly FX Outlook CIBC Argentina's Kirchner Fires Central Bank Official Branda, Names Corsiglia BL Ecuador halts oil exports because of protests AFP Ex-treasurer says Lula campaign used illegal funds Reuters Foreigners sell Canadian holdings Globe & Mail RBS buys into Bank of China Guardian Debt-ridden broker to shut down China Daily Qantas prepares to wield the axe SMH Global warming: Will you listen now, America? Independent
Thursday August 18 Indicators Suggest Sluggish Growth AP CB Jobless claims up 6,000 to 316,000 CBSM Bears in store CNN Oil. Gold. Silver. Ommmm Mogambo Guru Oil prices steady near $63 Reuters Long rise in oil prices finally takes toll in U.S. IHT (NYT) Inflation trumps wage gains again in July EPI Hitting the gas: prices set another mark CNN How to tell cheap gas is gone for good CBSM 5 bucks a gallon for gas? Expert sees it in 2006 Chicago ST Costly Gasoline: Inflation Foe? LA Times Goldman Lifts Oil Forecast to $68, Sees $60 for Years BL Getting to the "Core" of Inflation Propaganda Schiff Auto dealers mixed on gas prices Det FP The Energy in Real Estate Makin The notion that world growth is sustainable given oil at $65 a barrel because the U.S. can shrug off the implied energy drag depends almost entirely on a continued U.S. housing boom. Bidders win unseen lands, discover they bought trouble Seattle Times 0% of recent home buyers spend half of pay on mortgages Union Tribune Impending housing bubble inspires many to sell M101 Impact of Raising Federal Funds Interest Rate Difficult to Predict Bartlett How Many Consultants Does It Take to Clean Up A Mess So Gargantuan... EW US brokerages regulator eyes hedge fund sales Reuters Hedge fund is now a meaningless term FT Restatement Likely for Service Corp. CFO Google to Sell $4.2 Bln of Shares a Year After IPO BL Labor group to organize Wal-Mart workers Reuters Mercedes Boss to Leave DaimlerChrysler AP Look out for Icahn’s Con Crudele Lawyer: Merck hid Vioxx risk for years Reuters Wall Street Mixed on Buyback Mania CFO U.S. Veterans Say War, Funding Gap Worsen Health-Care Shortage BL Money Men Stay Bullish Despite Gold's Steep Drop Wood China may hold sway over futures FT A Slow Boat to China or Hollywood Hubris? Kirby China to swoop on Iran oil field if Tokyo pulls support: firms Japan Times China joins global race for fastest computers IHT (NYT) World Bank: China's Economy Slowing Forbes Growth Is Re-Accelerating BCA Bank of England's Rate Schism Is Poised to Widen Gilbert Bank Governor was against rate cut Times Online British Airways probes 'outrageous' Heathrow airport strike AFP Regulators to scrutinise Rover accounts Guardian China chews up supplies of Wrigley's Standard Mexico Puts $20.9 Mln of Duties on Products Imported From U.S. BL Russian Markets Keep Breaking New Records Moscow Times Investors hear warnings as stocks hit peaks Reuters Gas 2cents a litre in Iraq AP
Wednesday August 17 Gasoline, crude end at one-week lows CBSM Gold Down Producer Prices Rise 1%; Core Rate Is Highest Since Jan BL BLS T’s Fall Yearly gain in core PPI highest in nearly 10 years Bear Market Rally Forbes Something's gotta give in the current American economy Toledo Blade US mortgage refinancing rises as interest rates dip Reuters The Housing Bubble Revisited Howe Home buyers pay less down, increase risk CNN Waiting for the bubble to burst Seattle PI Downtown homes could set record ChicagoT Home on the Strip US corporate bond supply may rise as rally stalls Reuters Sentiment reflects summer doldrums Brimelow Debating Job-Market 'Slack' WSJ Excluding everything, there is no inflation at all Reuters En route to $75 oil KWR How Serious is Peak Oil? AC The Great Oil Mystery Gas pains will slow the economy Kellner Oil Prices Seen Damping U.S. Manufacturing In 2005 And 2006 IW Why major airlines aren't bouncing back CS Monitor Orders Slump Hurts Applied Materials Dow Jones HP Beats Testimony ends in first Vioxx trial Reuters Delta scrambles, faces 'very high risk' of bankruptcy AFP Google insiders cash in with big sales CBSM NASD Questions Citigroup, Merrill Lynch Over Hedge-Fund Sales Practices BL NYSE may take smaller Grasso giveback Reuters Copper Falls in London as Stockpiles Advance to Nine-Month High BL Panic ensues in rush for cheap laptops AP First forex forwards point to yuan strength China Daily The Chinese: All dressed up, but where to go? Asia Times Chinese spending on coal and oil rises IHT (BL) Pricking a Housing Bubble, Australian Style Pesek China and India continue battle for energy assets Times Online No stagflation yet, but there's plenty to worry about Independent Mandelson to hold crisis talks on Chinese clothing Times Online Venezuela threatens anew to turn off oil spigot to US AFP Oil Worries Challenge Indonesia's Economic Stability NYT Investors furious after Yeh retakes post Taipei Times IMF warning over Iraq's recovery BBC Worm strikes down Windows 2000 systems CNN
Tuesday August 16 Dow Gets Drubbed TheStreet Copper futures reach record high, gold tops $450 CBSM "Mr Housing Bubble" shirts strike chord, draw ire Reuters Our Position on the U.S. Dollar and an Update on Energy Prices To Breaking Point Mess that G Made July Industrial Output Rises 0.1% as Auto Production Falls BL Fed Consumer Prices in U.S. Rise 0.5%; Core Rate Increases 0.1% BL BLS Housing Starts in U.S. Slip; Building Permits Highest in 32 Years BL PDF US chain store sales slip in the latest week-ICSC Reuters The not-so-incredible shrinking deficit Economist Federal Budget Making Is ‘Let's Pretend' Farce Berry The danger of deficits USAT Psychiatrists have clinical terms to describe how most elected officials are responding to the deficit — denial, repression, magical thinking. Bush makes history - 5-year streak without saying 'no' CSM Beware the Slippery Slope Kiplinger’s (Seigel) Each of the eight recessions since 1950 has been preceded by a flat or inverted yield curve. Yield Curves and Intelligent Investing Leithner Home Builders / Fed’s Senior Loan Officer Survey NTrust FED Home prices post record gains CNN NAR Single-home price growth over the 12 months ending June 30 was the strongest in history. Median price hits record $496K, but sales decrease Union Tribune There is No Housing Bubble!! Wanniski A hero for speculators: Davy Crockett Jubak A Sentiment Conundrum Schaeffers Fed adrift at sea with faulty rudder Economist Candidates To Fill Greenspan’s Shoes (None too soon) Crudele Wal-Mart's Net Income Rises 5.8% on Sales of Hot-Weather Clothing BL HD Gateway cuts 2005 sales forecast BBC GTW Cut Delta to sell unit, bankruptcy possible Reuters Icahn Wants Time Warner to Shed Cable Unit AP Berkshire discloses stake in Tyco Reuters Reliant owes $460 million in Western energy crisis HC J.P. Morgan agrees $350 million Enron settlement CBSM ‘A perfect storm' of factors clouds pension plan's future Rocky MN Stock Option Studies and Options Expensing Accounting Web SEC Weighs More Time for More Companies CFO Meat In Test Tube IBS Pee-powered battery Register Beijing hints at higher yuan Standard Chinese property faces heavy risks: report Xinhua Still overheated How China controls U.S. bonds DiMartino China holdings of GSE debt drives US policy - Report Reuters China Struggling to Meet Fuel Shortages AP U.S. Seek Limits on China Textile Exports AP U.K. Inflation Rate Rises to 2.3 Percent, Highest in at Least Eight Years BL London retail sales plunged in aftermath of bombings Independent London House Prices Fall, Prompting Economic Slowdown BL CDO deals this year may top $800bn FT Soaring Household Loans Korea Times Gate Gourmet faces financial crisis over creditors' demands Inde Australia Police Lay Charges Over Alleged A$150 Million Fraud Dow Jones Crisis looming as bean-counters go Advertiser
Monday August 15 Former Brokers at Citigroup, Lehman, Merrill Charged in Day-Trading Case BL American investors move away from US assets FT Asian diversification hits Treasuries FT $ Up Against Euro as Report Shows Stronger Demand for U.S. Assets BL TIC Empire State index falls slightly to 23.0 CBSM NYF Beneath the Surface MS (Roach) Beware The Fall -- And Mark My Words Crudele Japanese showdown might cost you big MSN (Fleck) Inside Report: Greenspan's Concerns Novak Greenspan's legacy: plenty to praise, less to lambaste CS Monitor Why rising interest rates haven't sunk the U.S. real estate market - yet CP Option ARMs: A Cautionary Tale WSJ Condos springing up Arizona Republic But if they're built, who will buy them? Paradise lost (along with more than $200 million) in Florida IHT (NYT) Investigators now say they believe that more than $200 million of investors' money has vanished, possibly making this one of the largest hedge fund frauds ever. Hedge funds' returns falling WP Goldman May Have Last Laugh on Oil WSJ It's Not the End Of the Oil Age WP Gas prices surge to all-time high CNN Engineers modify hybrid cars to get 250 mpg AP It's Wrong Time for REITs WSJ What Yield Curve Is Saying WSJ Social Security Lessons Krugman Minimum payments on credit cards going up AP Delta exploring bankruptcy financing Reuters Agilent Will Cut 1,300 Jobs, Sell Semiconductor Business for $2.66 Billion BL Dell's slowing may signal market weakness Reuters Sometimes Investors Should Just Say No Morgenson Google suspends program to build digital library IHT (NYT) Funds that charge upfront commissions fare worse than no-loads Farrell Fantasy Money Russell Currency Crashes and Bond Yields in Industrial Countries Fed PDF Despite removal of dollar peg, yuan still a currency under control JapanT China's Internet Boom Looks Very Familiar Pesek China says plans interest rate derivatives Reuters Crouching Tigers, Hidden Dragons Business Week A New World Economy BW Will the balance of power shift to the East as China and India evolve? Fear of a new red menace Macleans Our paranoia about China is getting ridiculous. Our low-inflation world still needs the art of nimble economic policy making King July bombs deal heavy blow to confidence Times Online How high can oil go? And when will it start to hit us where it hurts? Guardian Fazio Should Be Forced Out of the Bank of Italy BL Commerzbank inquiry widens IHT South Korea: The Unraveling of an Economy MRZine Venezuelan 'anti-imperialist court' issues guilty verdict against Bush AP Iran face-off WT
U.S. Treasury Investors Trim Bets That Yield Curve Will Flatten BL Currency Traders Are Most Optimistic on Yen Since November, Survey Finds BL
Weekend Edition (Aug 13-14) The Week Ahead: Over A Barrel CIBC PDF Worst two months on tap? CNN The Greenspan Uncertainty Principle Mauldin Rumors and News: Credit Derivatives Trigger Near System Meltdown FPF The Global Inflationary Boom Thesis Noland Highly Questionable US Employment Gains! Faber US Dollar Bear 3 Zeal Dr. Robert McHugh, Banker, Chartist, Gold Bull Taylor Watching the bubble SF Chron Flipping houses bound to flop. Homes won't serve as ATMs forever How China can burst U.S. housing bubble SFC Every bubble has to burst Edmonton Sun You and Your Dumb Money Slate Experience, Success, and Failure: Which is the Best Teacher? EW Poll: Many Fear Gas Prices' Financial Hit AP China’s Basket of Currencies Impacts Trading Partners Merk Gloom spreads across eurozone Guardian Cabinet approves 15% retaliatory levy on U.S. steel Japan Times Bank frauds total Rs 11 cr Financial Express Brazil president apologizes for bribe scandal Rueters Venezuela-Shell tax row heats up BBC Strike could dent BA profits by over £40m Guardian Bush raises option of using force against Iran Reuters Someone Tell the President the War Is Over NYT
Friday August 12 Oil Touches Record $67 a Barrel CBSM U.S. Consumers Lose Confidence in Aug. on Fuel Prices BL June Trade Gap Swells to $58.8 Billion on Record Imports BL Census Oil Rises to Record for Fifth Day BL Futures Down Piggy Bank -- Or House Of Cards? BW The Potential Crisis at Fannie Mae Comstock Fannie 40-year loan feeds into borrower desperation Reuters Safe as Houses Krugman Don Hays sees more caution signs Brimelow Data Manipulators Work in Daylight, Not in Dark Baum Lobbying against America Dobbs Hedge funds see oil price surge inevitable Reuters When 'bad' means 'really bad' Norris Dell's Sales, Forecast Fall Short of Analysts' Estimates; Shares Decline BL Cisco's cash strategy bears no fruit CBSM After Unocal, a risk of revenge? IHT (NYT Airlines raise fares as oil's cost rises AP Ex-WorldCom CFO gets five years in prison AP Japan's Economy Grows at 1.1% , Led by Consumer Spending BL Stocks soar to 4-year high Asahi N.Z. Is Test Case for China Trade Pesek BA grounds flights until Friday BBC Russians Turning Down Euro for Strengthening U.S. Dollar Moscow Times This six-month saga, which is gripping Italy, is now near its end Economist Investors show new interest in North Korea IHT China Banker Gets Suspended Death Sentence AP Boys from Brazil left in the shade Telegraph Audit: Fraud drained $1 billion from Iraq's defense efforts KR UN presses Iran on nuclear activity AP
Thursday August 11 Gold futures end above 450 usd, a 5-month high AFX Hedge Book - 2Q05 Oil Touches Record $66 as IEA Cuts Supply Estimate.. BL U.S. Initial Jobless Claims Fell 6,000 to 308,000 Last Week BL U.S. inventories tightest ever in June CBSM Mortgage rates keep climbing AP Ex-WorldCom CFO Gets 5 Years in Prison AP $ Drops on Retail Sales Report BL Gold futures climb as much as $5 CBSM July Retail Sales Rise 1.8%; Ex-Autos Increase 0.3% BL Census Goldilocks Is Overbought BCS Research Why does this bull market lack powerful punch? USAT A Peak In Optimism Cross Currents At least the Japanese robot is not going to kill us Mogambo Guru Bubble anxieties cloud bond market Dallas News Time to bail on bonds? CNN 4.25% by year-end? Hudson Oil surges above $65 for first time on record Reuters IEA Cuts Oil Estimates for Russia, Increasing Strain on OPEC BL Airlines face running low on fuel supply Arizona Republic Pump isn't only spot high gas prices to hit Seattle Times Oil prices soar, Valley gas at record $2.47 a gallon AP Housing unaffordable, gas is heading that way SG Gate Diesel Prices Pinch Independent Truckers AEB Bush's Energy Disaster LA Weekly Don’t Fall For Oil/Gas Hype Crudele Asia's oil demand growth story loses the plot Reuters As Hedge Funds Go Mainstream, Risk Is Magnified WP In 1990, there were about 600 hedge funds with $38 billion in assets. Today, there are about 8,000 with more than $1 trillion in assets. Estimates suggest that hedge fund trading can account for as much as half the daily volume on the NYSE Make my investment riskier, please CNN Capacity fears emerge in Edhec's hedge fund survey Reuters Growing Indian economy spurs hedge funds Reuters Currency hedge fund is liquidated FT With few banks failing, FDIC sheds jobs PI (R) Asarco files for Chapter 11 AR Krispy Kreme blames former executives Guardian SEC asks Pfizer for Bextra, Celebrex data AP Former WorldCom Controller Sentenced CFO Gateway again delays quarterly report over accounting issues AP Berkshire: A Bargain or a Bomb? BW Personal computers break another price barrier WSJ The incredible shrinking Spitzer CBSM Greenspan, Her Art-Throb WP Several visitors to the gallery bought paintings, telling stories of how they adored the Fed chairman, how he had saved the world and made them millions. But things really exploded on Tuesday after CNBC aired a couple of brief segments on the paintings.... Can CAFTA save textile and apparel producers? EPI China's Trade Surplus Widened to $10.4 Bln in July BL CPI up 1.8% China launches yuan forwards trading on interbank market AFP Bank foils City hopes for more rate cuts Times Online Bank chief widens rift with Brown Guardian German Domestic Demand Rises for First Time in Almost a Year BL Shake-up for German finances? IHT Italy wonders if it is time to cut and run TO Out of the Red CBSM Growth outlook could falter on high oil prices Asahi Koizumi: Crazy like a fox Asia Times Yahoo Will Pay $1 Billion in Cash for 40 Percent Stake in China's Alibaba BL Mittal urges more steel mergers to avert collapse in prices Independent Investors lose £1.25bn in Standard Life switch to bonds Times Online Thai Airways boss suspended amid reports of huge losses AFP Are Failed Infrastructure Projects Linked to the Presence of the IMF or World Bank? Read on ... Wharton Malaysia imposes haze emergency IHT China chided after starting to drill for gas Japan Times China's brides are a diamond miner's new best friend Guardian Eastern wealth has revived De Beers and sparked a mining boom that is being compared to the gold rush
Wednesday August 10 July budget deficit narrows to $52.79 billion Reuters Treas Crude prices touch a record at $65 CBSM Fed Is Content With Size, Pace of Rate Increases Berry Fed 'has miles to go,' economists say CBSM Watching the Economy Crumble CounterPunch Stocks & Currencies: Bearish & Bullish Opposites? EW US small-business optimism matches 18-mo. low--survey Reuters Snow Concedes Economic Surge Is Not Benefiting People Equally WP M.B.A. Students Bypassing Wall Street for a Summer in India NYT What's Wrong With Economic Growth? Mises Mortgage applications fall again Reuters Realtors group sees U.S. home sales near peak Reuters NAR Has Housing Bubble Sprung A Leak? NBCS Greenspan Delivers Housing Bust Newsmax Website Takes on the HBubble With a Smile PR T-ShirtHumor.com Many workers priced out of home ownership TimesDispatch Interest Rates and Your Real Estate Options Time Mittal Profit Falls 15 Percent as Steel Prices Slump; Production May Drop BL Fannie Restatement Nowhere Near Done Fannie NY List at Risk “While we do not believe the restatement will be completed until sometime during the second half of 2006, our goal is to get our restatement right and to complete it as efficiently and expeditiously as possible.” Delta Air Lines Discloses Additional Financial Problems NYT Unocal Shareholders to OK Chevron Takeover AP Cisco's Net Income Climbs 12%; Shares Decline on Revenue Forecast BL Kodak Facing SEC Probe CFO WorldCom's Yates Gets a Year and a Day CFO Spammer to pay Microsoft millions in court settlement AFP Monetary Policy and Asset Price Bubble SF Fed PDF Demand for gold in China to lift prices BL China Shows Currency Composition AP Governor Xiaochuan Blue chips use pensions to lift profits Times Online VAT fraud big enough to skew trade figures Guardian Power earnings plunge TheStandard China looking for U.S. brands WT French union to challenge labour market reforms in court FT Lifetime mortgage sales fall as equity release rules hit home Times Online Retailers sweat as China quotas cause shortage of jumpers Independent Daewoo founder admits to accounting fraud charges People’s Daily Fears of £1 a litre for petrol as world prices reach high Guardian Berlusconi denies role in bid for media group AFP Greedy owners blamed for coal mine disaster Standard Iran and EU in nuclear impasse Guardian IAEA to resume Iran crisis talks BBC
Tuesday August 9 Fed Raises Target Interest Rate to 3.5%, Maintains `Measured' BL Statement Oil prices slip G&M Crude reaches new high, $64.27 CBSM Productivity Rises at Slowest Pace in 9 Months; Labor Costs Climb BL BLS U.S. chain store sales fall 0.8% in latest week CBSM Economists agree on quarter-point hike CBSM 91% Fed May Be More Wary of Inflation, Wage Gains BL FOMC will raise rates to 5% next year: GSachs CBSM A Look at the COT Report for Bonds Ahead of the Fed Meeting Schaeffers U.S. debt explosion! WorldnetDaily Moody's warns of risk in CMBS FT Housing: Too Expensive For The Average American? BCAR Is the Housing Bubble Popping? LR Will China Burst the Bubble? American Prospect Home Prices Jump 20.9 Percent LABJ 'Baby boomer's playground' AP Banking on illegal immigrants CNN Banks are seeing an untapped resource in providing home loans to undocumented U.S. residents The cold, unemotional boxes Russell Don't trust us with Social Security accounts Jubak Prosperity, where are you? Boston Globe NY Out-of-control spending needs to be checked Newsday REITs slump on interest-rate, bubble worries CBSM Yahoo Said to Be in Talks With China E-Commerce Company NYT Google sued over claims of excess advertising fees Reuters Ford reportedly eyes more job cuts CNN SEC asks for Pfizer documents BL Ex-Citi Execs Accused of Cheating Investors ~ Martha Mayhem NYP Viagra, Unocal, Greed, and The Weather Crudele Enron Investors Press Merrill Lynch CFO Naked Shorts' Long Shelf Life TheStreet What if they passed a law and no one followed it? Croatian woman denies insider trading in Adidas-Reebok deal AP Today's Insider Trading Suspect May Wear a Lab Coat NYT Government to examine payola, vows action AP World's top gold producer paralysed by massive strike AFP S Africa Gold Majors Say They Can Withstand Strike DJ 'China to fuel gold to $725' Financial Express Gold and Terrorism Saville Fool's Gold Corrigan SSU Summer Lesson #9: Unfinished Revolution Wanniski Daylight-Saving Switch May Cause Tech Woes AP Asian economies 'to see slowdown' BBC US dollar plays 'leading role' in Chinese currency basket AFP Is China the big bubble? Cincinnati Post Koizumi commits political suicide AT Failure dismays business leaders Japan Machinery Orders Jump More-Than-Expected 11.1% BL Indonesian Central Bank Raises Policy Rate to 8.75% Retailers call for more rate cuts as sales hit low Times Online £1.5bn cost of pensions lifeboat 'could sink businesses' TO Oil price rise puts squeeze on industry Independent Scandals Shake German Corporate Culture AP World Bank Must Keep Lending to China, Not Cut BL Electrical Inefficiency A Dark Spot for China WP GM splits with creator of its success in China IHT (NYT) 4 Chinese airlines sign deals for Boeing 787s NYT/AP Korea mounts Intel antitrust probe Register Marconi faces backlash over Huawei talks Guardian Small Investors Lose Out in Stock Market Boom Chosun Oil-Food Official Pleads Guilty WP Iran resumes nuclear work; the West scrambles CS Monitor Pentagon Expects to Send More Iraq Troops WP
Monday August 8 U.S. house prices soar 16.5% in Q2 CBSM Oil Jumps to Record $64 on Saudi Supply Concerns After Embassy Threat BL Oil Hits New High on Supply Fears AP Oil prices peak on Saudi threat BBC 'Mean Market' sniper Brimelow Job Creation Isn't What It Used to Be Baum Thomson Market Week PDF Fed Will Raise Rates and Stay With Measured Pace Berry Fed Rate Rises `Not Gaining Traction' in Lifting Borrowing Cost BL Profit Margins, Labor Costs, and Earnings Growth Hussman Was Someone Squeezing Treasuries? Morgenson Call this the anxiety rally Fleck Productivity Is the Issue of the Hour for the Fed NYT That Hissing Sound Krugman Bursting the housing bubble Coloradoan Napa real estate cooling Napa All Eyes on Home Market in San Diego LA Times Greed distorts dreams in this hot housing market Miami Herald Flipping for Miami condos St. Petersburg Times Steering Clear Of Bubble Trouble BW Life beyond the Bay Area's real estate bubble SF Gate Is the Hedge-Fund Party Over? Business Week Hedge Funds: Fees Down? Close Shop BW How much new US oil? Not a lot. CS Monitor Big Oil set to pounce in Alberta: expert Globe & Mail U.S. economy running on fumes? CP “Even the Energizer bunny runs out of batteries eventually. The consumer has been on a non-stop spending spree for 54 quarters in a row, which is unprecedented." Economic derailment looming Telegraph Following London Bombings, Affluent Americans' Top Concerns Shift PRN Obscure Economic Indicator: Behold the Colliers Parking Survey Slate Is the world suffering from a glut of global savings? Brookesnews The financial war within us Farrell GE breakdown stalls S&P 500 rally CBSM Stock Options: So Who's Counting? NYT If companies push analysts to stress some kind of "pro forma" earnings that do not include options expenses, that's what the world will pay attention to...First Call, shamefully, accepts what analysts give them. Some analysts bend rules on earnings estimates AP Thompson believes such behavior on Wall Street is being driven by demands from large investors on the buy side of the market, including mutual funds and pension funds, which rely on analyst research to help make their investment decisions. A lower per-share figure that comes from option expensing could potentially lower stock valuations. Delphi to Consider Filing for Bankruptcy AP Parmalat Sues JPMorgan Chase, Unicredito AP Nokia gains on report Cisco mulling bid CBSM E-Trade buying Harrisdirect A Money Scandal That's Rocking Hip-Hop NYT Book charts AT&T's long, slippery slope USAT Gold Investing May Come To Seven-Eleven Stores In Japan Dow Jones Yen Falls; Koizumi Calls Election as Lawmakers Reject Sale of Post Office Bloomberg Japan Goes Postal. Should Investors Care? Pesek Koizumi Gives Lawmakers Ultimatum: Pass Bill or Face Election BL Yuan Move Rekindles Excitement About Asia WSJ Why interest rates could plunge as low as 3.5 per cent King Hold on, this could get bumpy Guardian Are consumers living on borrowed time? Observer Subdued market hits house prices BBC Business confidence 'is falling' BBC Australian Housing Mkt Expected To Cool Further Dow Jones Japanese investors storm into India funds Reuters Gold strike loss 'R130m a day' SAPA Indian stock market on a roll, floods no worry: analysts AFP Investors hit pay dirt on China's 'Google' site NYT Saudis to retrieve $360 billion abroad UPI Britain's Marconi mum on reports of Chinese takeover AFP 30,000 postal jobs at risk, says study Guardian FTC probes SMBC over suspicious loan deals Yomiuri Netanyahu quits as Israel approves Gaza pullout, markets fall Reuters
Euro Heads for Longest Winning Streak in Eight Months, Survey Shows BL U.S. 10-Year Yield to Rise to 4.63% This Year, Bond Dealers Say BL
Weekend Edition (Aug 6-7) The Week Ahead: Apres Alan Le Deluge? CIBC Gearing up for Greenspan CNN Simmons Interview Financial Sense The World Is Flat Mauldin The Downside to Transparent Baby Steps Noland Long Valuation Waves 2 Zeal Mortgage Rates Won’t Stay This Low For Long Crudele Housing Closer to a Bubble MS OPEC Pumps Up Output in Bid to Curb Prices AP Alaska Oil Prices Set Mark at $60 a Barrel AP Wal-Mart Says August Sales Rising Within Its Forecast, Led by Groceries BL Buffett's Berkshire Says Insurance Probe Has Expanded to Its Bookkeeping BL Hedge funds: A $25 million loophole CNN A Rising Yuan Won't Lift All Boats NYT China’s Bell Tolls Louder -- Are You Listening? Schiff Consumer debt crisis deepens as bankruptcies hit 40-year record Times Online 13,000 jobs could go in Rover fallout BL North Korea talks suspended for three weeks AP
Friday August 5 Payrolls Rise by 207K; Unemployment Rate Holds at 5% BL BLS ~ Ts Decline Fed Likely to Continue Raising Rates AP If Selling Begets Selling TheStreet Rose-Coloured Myopia CIBC PDF It won’t be long before a credit-fatigued and energy-price-pinched US consumer eases off... An Asset Allocator's Nightmare Wakefield Teenage Investing PDF The Invisible Hand (of the U.S. Government) in Financial Markets FS Low Bond Rates Mean Ever Higher Funds Rate Comstock Wall Street's Fate Caught Up With Housing Stack The housing 'bubble' may be bursting SacBee America's riskiest real estate CNN Retirees take housing gains to less costly states Reuters Priciest Pad$ NYP The Baltic Dry Index – Troubled Waters Ahead? Kitco BDI Without defense-related spending, private sector would still be in a jobs hole EPI US workers struggle to cope in new economic reality Reuters Do options breed fraud at the top? Norris Car buyers get $5.3 bln in July discounts Reuters Full used car lots could lead to deals USAT DaimlerChrysler executives cash in on share price rise Xinhua Watchdog probes Some say bet on GMAC, hedge with GM Reuters P&G to Borrow $24 Billion for Buyback CFO Lucent subpoenaed in antitrust probe AP Four More Insurance Execs Plead Guilty CFO Ex-chairman challenges AIG's restatement AP Mirant Creditors Sue Andersen CFO Newmont Exec Goes on Trial in Indonesia AP Greenspan's $500/Oz. Legacy Texas Hedge GM Offers "Heaps of Gold" to Entice Car Buyers Mish Experts agree China will revalue yuan again G&M Some speculate another revaluation may come as early as this weekend. China: Willingness for More Currency Policy Flexibility BL Yuan basket theory fuels Asia demand Standard Japan urges China to further adjust yuan AAP Yuan revaluation to boost property prices Shenzhen Daily Exporters unfazed by Chinese yuan revaluation JoongAng U.S. Long Bond Returns to Haunt Japan's Debt Pesek China condemns US political intransigence after failed CNOOC bid... AFP ...China Plays Down Bid's Failure NYT The Coming Trade War, Part 5 Asia Times Intellectual property rights: Bad TRIPS World Bank Loans to China Draw Criticism From U.S. Congressmen BL Postal reform worries weigh on Tokyo shares FT Yen falls Reuters Bank of England Rate Peak May Teach Fed a Lesson Gilbert Britain: The canary in the mine Economist Think tanks see economic slowdown in April-June Asahi Uneasy passage for Turkish economy IHT (NYT) Brazil Lawmakers Ask CBank to Tighten Money Laundering Enforcement BL Corruption scandal threatening Brazilian economy AP KSE crash: corrective SECP steps urged Dawn China IPO draws interest, but some urge caution USAT Raises $109 Mln Drop in bad debt swells LG Card profit IHT (BL) GKN to shed 2,500 jobs in switch to low-cost countries Independent Bush dismisses al-Qaeda warning BBC
Thursday August 4 Bears Romp on Wall Street TheStreet Jobless Claims Unexpectedly Drop in Second Decline in Three Weeks BL Mortgage rates continue upward climb AP Dumb Data Sets Rates Crudele U.S. Treasury Curve: Headed for Inversion? BCAR Maybe It Ain't Deja vu All Over Again, Yogi Pesek Hedge fund assets decline worldwide... IHT (BL) "Urk!" Mogambo Guru Waiting for a tsunami Asia Times Is a Mortgage Bubble A Cause for Concern? WSJ Earnings Surprises Mask Negative Growth CFO Volatility Woes Schaeffers Lindsey as Greenspan successor? CNN Incentives threaten auto stocks MSN Wal-Mart, U.S. Retailers' July Sales Increase With Job Growth, Record Heat BL U.S. Seeks Settlement Over KPMG's Tax-Shelter Sales, People Familiar Say BL Stewart's home confinement extended Reuters Time Warner Sets Aside $3B for Settlements AP New York stockbroker pleads guilty in scam AP Cox sworn in as SEC chairman Reuters US executive pay goes off the scale Guardian Natural Gas Keeps on Rising Schaeffers OPEC output rises to highest since 1979 Reuters Welcome back, gold bull? Brimelow UK. rates cut to 4.5% CBSM Yuan not likely to be hedge fund bonanza Reuters IMF gives uninspiring prognosis for eurozone AFP Bank of England Likely to Ease Today - But Don’t Expect Further Cuts NT No time for banks to let rip on lending Times Online Fifth debt-clearing agency to be set up this month Standard Cendant boss jailed and told to pay $3bn over fraud Times Online CIBC stock dives on massive Enron payout Reuters World turning its back on Brand America FT
Wednesday August 3 Europe gold hits fresh 4-week high as euro gains Reuters ISM Non-Manufacturing Index Fell to 60.5 in July From 62.2 BL ISM U.S. planned job cuts stay high Globeinvestor Treasury brings back 30-year bond CBSM Refunding next week to raise $44 billion Stocks tap lower open on fresh oil spike CBSM Mortgage applications fall as rates climb Reuters Greenspan’s Watershed by Kathryn Welling McCulley Drowning in Debt? USNews Americans' love affair with plastic may have a messy ending if interest rates rise The return of the 30-year bond Kellner Factories Hum; We All Work for GM Now Baum The zero-savings problem CNN The government's calculation may even overstate how much of a typical paycheck is going into savings. You have every right to be confused about our national savings rate Hulbert Cash-out refis soar CNN Freddie Ignore Fed’s Rhetoric: Buy US Banks? Cross Asset PDF Americans dream of ever-grander homes CS Monitor Are We Experiencing a Housing “Bubble”? FM (May 15) Drilling for Broke? Experts Debate 'Peak Oil' WSJ Delta Stock Falls to 43-Year Low WP Nortel postpones earnings Globe & Mail Canadian bank pays 2.4 billion dollars in Enron settlement AFP Analysts say ATM systems highly vulnerable to fraud AP Momentous Gold Move Embry PDF All that glitters is gold Business Times China's Gold, Jewellery Consumption Set To Maintain Fast Growth XIC U.S. to seek curbs on Chinese clothing exports NYT China protests China eyes Europe after Unocal rebuff Times Online Failed Unocal bid unlikely to halt China's plans NYT New evidence of slowdown Standard UK High Street sales remain weak BBC Bank must 'get off the fence' and cut rates, says CBI Independent Brown's burden of debt could grow by £60bn Telegraph Banks sell loans to vulnerable BBC South Africa gold strike could start as early as Sunday NZherald Ryanair braced for hard winter as it hedges fuel costs Times Online Bad debts and rising costs cloud outlook for Alliance & Leicester Independent Abu in Financial Crisis, Pays Only 85% Salaries AllAfrica Yukos Creditors File U.S. Lawsuit Moscow Times Toronto crash is first for Airbus' A340 AP Iraq Investigates Widespread Corruption AP
Tuesday August 2 Treasuries continue to decline FT Price cuts boost U.S. auto sales CBSM U.S. factory orders rise 1.0% in June CBSM The Day After Tomorrow Puplava Part 3: The Great Unraveling Layoffs Will Slam Marts Crudele Friday’s employment report could be too disappointing to explain away. June Personal Spending Rises 0.8%; Incomes Rise 0.5% BL BEA “Real" Nervous Indigestion Contrary Investor Housing-Market Bubbles Don't Deflate, They Burst Gilbert Protecting yourself from a housing bubble Bankrate Range of job cuts hits home DiMartino Alan, We Have a Problem Duffy New Fed chairman must tread an uncertain path FT Oil... The life blood... "The Prize" Russell Stating The Obvious Cross Currents Is the Rally Losing Steam? Business Week Hedge Funds: Wall Street's New Raiders TheStreet GM drops discount plan, Ford to cut back AP General Motors, in Reversal, Extends Employee-Discount Plan, People Say BL Cnooc Drops $18.5 Billion Bid for Unocal, Citing Opposition From the U.S. BL Spitzer Slapped Moody's with Subpoenas CFO H&R Block Fumbles its Financials CFO Polaroid cuts R&D, digital plans Boston Globe Macrovision cuts outlook as profit falls CBSM Deluded Behavior Deserves a Deluded Description? EW Is Baseball Bad for Your Credit? Fool Platinum scores fresh 15-month high, gold flat Reuters Yuan Revaluation May Add Sheen To Gold Market Dow Jones When will India kick its $200 billion gold habit? BL Q2 05 dehedging: pace picks up BD Tokyo sees first surge in land prices in 13 years Japan Times China: The Slowdown Has Begun Xie China manufacturing surveys point to slowdown Reuters China sees 2005 crude oil demand up 6 pct Reuters Experts: Economy may fall into deflation Xinhua China's textile trade shrugs off quotas IHT Why so much ruckus over the yuan? Indiatimes Australia's June Retail Sales Increase 1.3 Percent, Faster Than Expected BL A Corruption-Free Recipe for Asia Pesek Bribes, corrupt chiefs and paid-for sex ... corporate Germany is in crisis Guardian U.S. warns Iran against resuming nuclear work Reuters
Monday August 1 Oil Jumps to Record After Saudi King Fahd Dies BL Manufacturing Expands at Fastest Pace of the Year BL ISM ~ T’s Drop Tensions remain among Saudi royals BBC Oil Prices Pass $61 on Saudi King's Death AP Thomson Market Week PDF Late-Stage Bull Markets - Overvaluation, Divergence and Speculation Hussman Easy loans now mean a hard landing later MSN (Fleck) Do you cheat at mortgage game? You're not alone SF Chronicle Greenspan Housing View Seen Hazardous by Wall Street Economists BL Don't be too sure that stocks are a long-term winner NZ Herald A cautionary tale and a 'classic script' Brimelow Study says costs in 13 of top 20 fund families have increased Farrell Atkins Nutritionals Files for Bankruptcy as Competition Cuts Into Sales BL Why Bill Gates Wants 3,000 New Patents NYT How Wall Street Wrecked United's Pension NYT Yuan move fails to halt US pressure Standard Fears for dollar persist despite China's move IHT (NYT) China, US discuss their relationship Asia Times Don't Worry About China. Learn From It NYT China's rapid rise spurs Americans to learn Chinese AFP Has Asia learned to tame speculative capital? Pesek Governor pads up for crucial interest rate test Times Online US and Britain: united by debt but divided by economic performance - so far King Big banks feel heat from consumer slowdown Inde Japan Imposes 15 Pct. Levies on U.S. Steel AP U.S.'s Snow Is Walking Into a Political Storm With Visit to Brazil's Lula BL Future of Italy's central bank governor hangs in the balance Times Online European Central Bank's first chief found dead in France Times Online Can China establish advanced-credit rating technologies? China Daily US oil company returns to Libya BBC Venezuela's Chavez Calls CAFTA 'Perverse' AP Brazilian politicians admit taking publicist's cash FT Mizuho rebounds, but forecast grim Reuters Diageo Faces Lawsuit Over Smirnoff Moscow Times
Dollar Declines Versus Euro After IMF Says Exchange Rates Too High BL Crude Oil Rises After Iran Threatens to Resume Uranium Processing Program BL Gold May Rise on Growing Demand From China, India, Survey Shows BL U.S. Treasuries May Extend Slide as Economy Expands BL
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