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Gold surges to 5-month high on Fed stimulus hopes Reuters Jackson Hole paper calls for more potent tool than QE3 Fortune Bernanke lifts Wall Street, keeps stimulus in play Reuters Bernanke Is Signaling 'More Activism': Pimco's CEO CNBC Bernanke: Wouldnt Rule Out More Bond Buying B ‘QE3 is necessary, Bernanke suggests Speech by Chairman Bernanke on monetary policy since the onset of the crisis FED Rates May Stay Low Through 2015: Fed's Williams CNBC Consumer Sentiment in U.S. Rises to Three-Month High BL What to expect from Bernanke at Jackson Hole El-Erian What to Expect From Bernankes Jackson Hole Speech WSJ Jackson Hole, the crisis and policy responses: A new orthodoxy VOX QE3 and the looming currency war MW QE 3? Fiscal Cliff Could Paralyze Fed Action Fiscal Times Will Bernanke Give the Market What It Wants? CNBC Jackson Hole summit: Who's in and who's out Telegraph Fed's Bullard not ready to support more QE MW Ben Bernanke and his Merry Band of Thieves Smith Bullish Sentiment: That Didn't Last Long! BeSpoke U.S. Consumers Remain Unconvinced BCAR Still Shaky Panzner Sober Look Be dubious of opaque muniland data Reuters San Bernardino May Fire 100, Still Be Short $16 Million BL Study: Majority of New Jobs Pay Low Wages NYT Foreign Exchange Outlook Scotia
Warren Buffett Turns 82 And Gives More Gifts To Charities Value Walk 82 Reasons We Love Warren Buffett Fool SEC Study Proves That Stock-Picking Should Probably Be Left to the Professionals NYM JPMorgan faces sea of trouble resolving 'Whale' probe Reuters Investors cast doubts on Sharp's future, ability to pay debts Reuters German Shipyards See Future in Wind Power Spiegel Nuclear Power Plants: To Build or Not to Build Caixin China threatens to burst Australia's iron ore bubble Guardian Commodities Holdings Advance Most Since March as Soy, Oil Rally BL Commodities Forecast Update: On track for a decent H2 - but still waiting for China Danske
Deflation Deepens as Japan Contraction Risk Intensifies BL “The downside risks on the economy are increasing, and could push the BOJ to further expand its asset- purchase program next month” Japan eyes suspending state spending as money runs out Reuters "The government running out of money is not a story made up. It's a real threat” Japan Manufacturing PMI Hits 16 Month Low, New Orders Plunge Mish Brussels Pushes For Wide ECB Powers FT Can Tapping Gold Reserves Solve Europe's Crisis? FT Euro-Area Unemployment at Record 11.3%, Inflation Quickens BL Financial crisis: the printing press has reached its limits Warner Fresh glimmers of hope for the eurozone (technical) Pritchard Spain Considers Bankia Re-Capitalization Without EU Money BL Euro Charm Offensive - Merkel Acts to Polish Poor Image Abroad Spiegel Hollande's Business Policies Slammed by French CEOs BL ‘Drink Less, Work More, Aussie Billionaire Tells Non-Rich CNBC Chinas Growing Economic Crisis Pesek Everything You Think You Know About China Is Wrong FP More European SMEs to invoice in RMB Finance Asia Chinese investment grows in Western firms China Daily Shipping companies founder as woes rise Standard China's Plans for Its Own Car Brands Stall BW ECB Said to Use Greek Myth for Security on New Euro Banknotes BL Serious Fraud Office investigating Barclays payments to Qatar Guardian
Bank Property Lending Retreat a Lehman Legacy: Mortgages BL Distressed Home Prices Jump With Inventory Shrinking BL Jobless Claims in U.S. Unchanged Last Week at One-Month High BL Consumer Comfort James Grant Says Fed Needs to Get Out of Business of Central Planning BL Video (via SH) PIMCO's Gross Expects QE3 'Relatively Soon' BL Video (Via SH) The monetary Maginot of the Gold Standard Pritchard Gartman At pivotal moment, Bernanke low on economic ammo WP Is Inflation Returning? Feldstein Calm before the storm for stocks? Brimelow Live Long and Prosper? Not If You Are Counting on a Healthy Pension Plan Wharton What Is It About a Stable Dollar That Paul Krugman Doesn't Understand? Forbes Fiscal Cliff Doesnt Look So Bad After the Fall Baum Mirhaydari: Countdown to fiscal cliff MSN What Have We Learned From The Lehman Brothers Failure? Forbes Relative Strength of Indexes as a Future Return Indicator CXO Gold extends losses; importers watch Fed Reuters Should Big Banks Be Broken Up? Yes -- or Maybe Wharton
Draghi: 'Exceptional measures' may be needed Heated Debate Breaks Out at the ECB Over Bond Buying FT The boards decision to remain in Frankfurt indicates much remains to be done before next Thursdays meeting of the governing council... German Unemployment Rises for a Fifth Month Amid Crisis BL Euro-Area Confidence Drops Beyond Forecast to 3-Year Low BL September Offers 15 Days to Cement Europe Crisis Solutions BL China willing to buy-up more eurozone debt Telegraph Moody's warns on Chinese banks' asset quality China Daily China to Lead US Into Bear Market: Traders CNBC 'Economy stabilizing but faces pressure' China Daily Chinese cities boost land sales for income Shanghai Daily Dark clouds gather over China's solar industry Telegraph China is Okay Roach Beware, Asia: ‘Lost Decade of trade coming MW Japans Graduates Face Tough Job Market WSJ 'Emergency' Tax on the Rich Roils Britain CNBC Hollandes 100-Day Popularity Is Lowest for a French President Telegraph Brazil Cuts Interest Rates - Again - to a Record Low CNBC
Fed Says in Survey Economy Grew 'Gradually' on Housing Gain BL Pending Sales of Existing Homes in U.S. Rebounded in July BL U.S. Grew Faster Than First Estimated in Second Quarter BL The US economy and the future of growth: well this is depressing Global Post A new paper by Northwestern University economist Robert Gordon warns that the US economy is in for a very rough ride. For decades. GOPs gold standard idea isnt likely to shine Das Even talk of a gold standard would boost the price MW The First Gold Commission Scared the Dickens Out of the Fed Forbes China Not Wall Street Caused 2008 Crisis: Study CNBC -- Changing Fortunes - How Chinas Boom Caused the Financial Crisis Mees Trickle-down quantitative easing Saft Rosenberg: The markets are totally addicted to QE, but I think it is not only about the Fed, but what sort of bazooka the ECB is about to unload... Even GOP Convention Is Buzzing About the Fed CNBC FDIC: There's only so far that can take you...The rate environment is putting a constraint on the bank revenue growth." The tangled trouble behind all that money-printing Breakingviews Low volume? Forgetaboutit! Hulbert The Rot Runs Deep 3 Smith Sober Look - EB Is the U.S. Headed for a Double-Dip Recession? TIME U.S. states' debt tops $4 trillion-report Reuters
Warren Buffett's municipal weapons of mass destruction Reuters Occupy Sets Wall Street Tie-Up as Protesters Face Burnout BL Paulson Faces Scrutiny From BofA, Other Investors CNBC Reformed Broker SEC alleges insider trading ring in deal for IcyHot maker Reuters Pimcos Ivascyn Beats Grosss Flagship: Riskless Return BL
Draghi to Germans: ECB Action Needed for Stability Reuters Germany at risk of bond yield 'own goal', warns Monti Telegraph Italian Bond Rally Weakens Montis Hand With Merkel BL Can Spain Avoid Greeces Vicious Circle? CNBC French Business Confidence Remains Close to Two-Year Low BL China Retail Losing Steam Undermines Wen Consumer Push BL Credit crisis in Chinas richest province Zhejiang Telegraph 'Zombie Firms' a Growing Risk for China: Economist CNBC Chinese bank profit growth may fall to single digits in 2013 Finance Asia China to continue home price controls China Daily Property sales slump 15% in July Shanghai Daily What shoddily made bridges say about China GP Why do the Chinese save so much? VOX What Lunatics Are Investing in Japan? Investor Place Harpers chief of staff faces scrutiny over Barrick Gold link G&M In-depth series: Gold Rush to Myanmar GP Poor in India Starve as Politicians Steal $14.5 Billion of Food BL "Galley slave" Putin savors yachts, planes, palaces, critics say Reuters
Levee Overtopped in Louisiana as Isaac Crashes Ashore CNBC
Home Values Rise in U.S. for First Time Since 2010 - Consumer Confidence Declines FDIC: Bank profits decrease in second quarter MW FDIC Brain-dead politics assures chaos till 2016 Farrell Bullishness rising faster than gold Hulbert Why Paul McCulley Would Be Shorting The Economy With Both Hands Right Now via ZH Janitors Job Saut Bad advice more popular than ever Price The Truth About Bonds Empiritrage A Critique of Pure Gold National Interest (Eichengreen) The failing case for gold WP The Top Ten Reasons That You Should Support the "Gold Commission Forbes Monthly Economic Monitor NB Financial Ultra Easy Monetary Policy and the Law of Unintended Consequences FRBD Bernanke: To Print or Not to Print? Merk Mixed endorsements of more Fed easing Reuters Into the Monetary Vortex Bears Lair The Fed & the Cliff Yardeni Zero effective policy and stalling QE3 MyBudget Fed's Fisher commissions paper to bolster easy money opposition R Bernanke called traitor and dictator at Ron Paul rally in Tampa LAT Champions of Dishonesty Fry The Flatline Economy Panzner The Silent Depression Long (via YouTube) Smith - Mish Japanification PIMCO The same dark forces that Japan has been battling could continue to infect the world. U.S. worse than Europe Mintz Social Securitys Woes Are Worse Than You Think BL IMM positioning: USD longs liquidated but still room for EUR re-pricing Danske Australia: Running Out of Luck Down Under Outside The Box
Apples miracle of a device ruling Weidner Libor Investigators Must Answer Trillion-Dollar Question BL Inside Warren Buffett's Private Poker Game Forbes Contec Holdings, Bain-Owned Firm, Could File For Bankruptcy As Early As This Week HP OSC settles for $8.8-million but Portus co-founder can't pay G&M Gasoline Spikes Amid Signs of Life Among Consumers CNBC Gold Drops on Speculation Bernanke Will Refrain From Stimulus BL Food prices on the rise again, no major crisis in sight yet DB Research The energy-water nexus, 2012 edition Smart Planet
Japan Cuts Economy Outlook as Global Slowdown Bites Reuters Spaniards Pull Money Out of Banks as Crisis Hits Home Reuters Spanish Recession Deepens as Austerity Undermines Outlook BL The Bundesbank against the World Spiegel ECB Urges Weaker Basel Liquidity Rule on Crisis Concerns BL Philosopher Glucksmann - A Dark Vision of the Future of Europe Spiegel Judgment Day for the Eurozone Project Syndicate Europe and the world are eagerly awaiting the decision of Germanys Court on September 12 regarding the ESM... Slowdown takes toll on industrial profits China Daily Gloomy Chart Chinese bank profit growth may fall to single digits in 2013 Finance Asia Weak spot in China's economy Jubak China's Lost Decade BeSpoke Bear Market? Chinas bad-debt nightmare FTA BYD sees earnings in 1st half sink 94% Shnaghai Daily Italy Miners Barricade Themselves With Explosives Reuters
Ron Paul feted in raucous six-hour farewell rally Reuters Santelli's Rant on More Quantitative Easing CNBC Gold Set for Best Year Since 2010 on Stimulus Bets BL Sprott The Trend is Your Fickle Friend Hussman Worst Month for Treasuries Since 2010 Lures Buyers BL Hard assets bull dumps new South Africa Brimelow Dancing on the Grave of the Keynesian System North Professor Bernankes Blindness on the Great Depression Rozeff Fed's Evans: Buy Bonds Until US Jobless Rate Falls Reuters U.S. monetary policy since the financial crisis EB Smith - BeSpoke China enters unfamiliar economic territory with rising inventory MyBudget Dr. HB Despite housing bust, prices still too high for many South Florida families Sun Sentinel I Made the Robot Do It Friedman Irrational economic behavior CSBJ The world around us makes no sense, and no rational economic models of rational consumers can provide a clear road map in this turbulent market... College Becoming the New Caste System Ferguson Why Henry Blodget is dead wrong MW
Hertz to buy car hire rival Dollar Thrifty for about $2.3 billion Reuters The Danger in Dividend Stocks Barrons Thiel shows dislike for Facebook NYP The Ethical Investor: 20 Ways Wall Street Is Ripping You Off Talbott Surge in gold and silver just starting Mirhaydari Peak cheap oil is an incontrovertible fact Pritchard Why is Sugar Down By Over a Third This Year? BL Video Drought may benefit wine producers in Midwest AP
China industrial profit slide puts stimulus in focus Reuters Chinas Stocks Drop to 2009 Low as Slowdown Spurs Profit Concern BL The situation in China has gone beyond a soft landing already, and the next stage is that things will continue to get worse Slowdown hits China's key export hub China Daily An increasing number of companies in Wenzhou have gone out of business, amid difficulties that are even "more serious" than the 2008 financial crisis. China announces £800bn stimulus to boost confidence Telegraph Yuan tipped to replace U.S. dollar, Euro in southeast Asia Xinhua Spain Deficit Pain Bites Consumers in Prelude to Rajoy Austerity BL Merkel tries to calm storms over Greece, ECB policy Reuters German Fin. Ministry Mulls Temporary Greece EMU Exit: Sources MNI Bundesbank chief says ECB bond buying "like a drug" Reuters Internal discord leaves ECBs threats toothless MW Dutch Premier Says No to More Greek Aid BL Argentine leader's image falls as inflation soars Reuters Annual inflation, clocked by private analysts at over 20 percent, was another worry voiced in the survey. The government fines economists who publish their inflation estimates, which tend to double or triple the official figures. Nomura to cut equities, investment banking in strategic reset Reuters Japan Contraction Risk Rises as China Fails to Rebound BL Are we about face deflation? Korea Times Julius Baer suffers deja vu moment with theft of data Shanghai Daily Angry Murdoch used Harry photos to defy Leveson Inde
Heat Is on Bernanke - but Will He Say Anything? CNBC Clouds unlikely to clear soon Boomers Are Breaking the Deal Mauldin It Isn't Easy to Decide Whether to Ease Stelzer Do Whatever it Takes! Noland Europe readies the printing press Fleck Should the Federal Reserve use simple rules to set policy? Tannenbaum Currency Wars: The Guns of August BMO U.S. Stock Market Leads Most Others in Recovery Norris Market's Bill of Health Puplava With the CBO projecting a recession and the Fed poised to act, equities could be at risk M America's True Crisis Xie Health care spending in the United States is out of control, limiting the country's competitiveness and leading it into a mess Gold On The Move Again Swenlin Contrary Gold Futures ZEAL Driving to Recession and Recovery FRBSL Global Views Scotia Weekly Focus: Fragile - handle with care...please Danske
Buffett and the rest of us Saft The secrets of See's Candies Fortune When a 401(k) Is Locked in the Freezer Morgenson Jury: Samsung owes Apple $1B over patents USAT Cash Moves by HSBC in Inquiry NYT The man who saw gold in Alberta's oil sands G&M Mike Tyson (yes that Mike Tyson): Financial adviser Reuters
In Euro Crisis, Fingers Can Point in All Directions NYT French Leader Hails Greeks for Painful Efforts in Crisis NYT No Honeymoon for France's Hollande BW Government debt: Better at home or abroad? DB Research China Seeks a Way out of Its Property Spiral Asia Sentinel Key index falls to lowest in over 3 years Shanghai Daily China's securities reforms put spotlight on B-share dilemma Finance Asia Investors left with nothing as Mouchel goes into administration Telegraph Russia Plays Game of Arctic Roulette in Oil Exploration Spiegel Blast at Venezuela's Largest Oil Refinery Kills 19 Reuters
Bernanke Sees More Scope for Easing to Spur U.S. Economy BL U.S. Economy: The Financial Tectonic Plates Are Shifting Once Again EW Why Dennis Gartman Is Getting Out of the Stock Market CNBC Obama asks eurozone to keep Greece in until after election day Inde U.S. Capital Goods Orders Decline Most Since November BL Jim Rogers: I Wont Argue With Human Stupidity CNBC NIRP: The Financial Systems Death Knell? Sprott Obama's Budget to Add $4.4 Trillion to Debt in Next Four Years WStandard CBO Outlook How Did Federal Surpluses Become Huge Deficits? E21 Romney Reiterates He Would Replace Bernanke WSJ Getting Beyond Bernanke NY Sun Setting Up for Jackson Hole NT Republicans Eye Return to Gold Standard FT The move shows how five years of easy monetary policy and the efforts of congressman Ron Paul have made the once-fringe idea of returning to gold-as-money a legitimate part of Republican debate. Gold Bulls Strongest in Nine Months as Hoard Builds BL 'A Lot of Reason' for More Easing, Says Fed's Evans CNBC Fed's Bullard plays down odds of imminent easing Reuters Bernanke needs to save QE3 for 'Armageddon' MW Oil near $100. Thanks a lot, Fed! La Monica Galt, Gold and God Krugman High Yield Bond Bubble? Not so Fast Says Bespokes Hickey Breakout Maybe It's a Language Problem? Panzner Mitt Romney: What I Learned at Bain Capital WSJ
HSBC in Settlement Talks With U.S. Over Money Laundering BL Citi to yank $410 million from Paulson's funds: sources Reuters JPMorgan "London Whale" hires lawyer in France - sources Reuters The bigger they are, the harder they fall Hulbert Portman: The Regulatory Cliff Is Nearly as Steep as the Fiscal One WSJ
Merkel tells Germans to remember the euro dream ahead of crisis summits Telegraph Merkel offers Greek PM no extra time on bailout Reuters German finance ministry studying "Grexit" costs: paper Reuters What Europe Needs to Do to Keep Markets Calm: El-Erian CNBC Iceland's debt-relief lessons for eurozone Guardian China Confronts Mounting Piles of Unsold Goods Bradsher The severity of Chinas inventory overhang has been carefully masked by the blocking or adjusting of economic data by the Chinese government... Chinas Stocks Fall, Head for Weekly Loss, on Property, Earnings Concerns BL The Slowdown in China Hitting Hong Kong's Economy BL China should prepare for economic uncertainty: paper Reuters China's investment in US grows fast China Daily Bank's stimulus plan 'has lined pockets of the rich' Inde Report shows wealthy do 240 times better out of QE than the poor Japan says no decision on buying Korean debt, island row festers Reuters
Wall Street falls as Fed doubts knock equities Reuters Odds of Global Recession Are 100%: Marc Faber CNBC Fed Easing Is a Done Deal: Bill Gross CNBC New-Home Sales Surged 3.6% In July, Though Prices Dropped Reuters Jobless Claims Rise as Labor Market Heals Slowly Reuters Consumer Comfort in U.S. Slumps to Lowest Level Since January BL Yuan Trades Near Seven-Week High on China, U.S. Stimulus Bets BL 2013 Recession Likely If U.S. Congress Doesn't Break Impasse BL Why the "Fiscal Cliff" Is Much Steeper Than You Think HP Hedge funds are betting on disaster CNN Investor sentiment looks fragile for stocks MW Individual Investor Bullish Sentiment at Four Month High BeSpoke Is gold heading to $4,500? Brimelow 6 Reasons Another Big Banking Crisis Is Coming Our Way Alternet All praise to the new subprime Dr. HB Schoon - EB - Smith - Samuelson The middle class falls further behind CNN 50% of mortgage holders under 40 are underwater CNN Lost Decade More Easing Not Needed If Growth Holds: Fed's Bullard CNBC QE3 Consensus Is Wrong: Gartman CNBC Economists Risk Labeling as Political Hacks Kotlikoff
Changes to Money Market Funds Stall NYT In Apple vs Samsung, alchemy of damages takes the stage Reuters Ex-RBS dealer claims 'anyone' at bank could change rate Guardian Chesapeake Favored CEO Over Leaseholders, Suit Claims BL Munibonds: A rare occasion to ignore Buffett Breakingviews We'll make a killing out of food crisis, trading boss boasts Inde Corn Production Forecast Cut to 838 Million Tons by IGC BL
Merkel, Hollande Unite on Tough Message to Greece Reuters Time for Germanys Bundesbank to Put Up or Shut Up BL Greek hopes for leniency over austerity set back Guardian Will Greece Quit or Will It Be Thrown Out of Euro? CNBC Spiegel: ...studies show that, measured in relative terms, Athens has carried out the most brutal austerity program in the EU's history China c.bank injects massive cash dose to support economy Reuters PBOC governor hints at further monetary steps Shanghai Daily China Leading Economic Index Rises 0.7%: Conference Board BL Chinas Manufacturing May Contract at Faster Pace in August BL Hong Kong sets start date for renminbi futures market Finance Asia Citi issues first foreign credit card in China FA In Vietnam, Growing Fears of an Economic Meltdown NYT Canadian resource firms to be affected by SEC rules targeting payments abroad G&M Foxconn to cut workers' OT Shnaghai Daily
Minutes of the Federal Open Market Committee, July 31-August 1, 2012 FED Home Sales Rose 2.3% in July AP Confidence Returning Globally as Revealed in Country Risk BL A Nightmare Scenario Roach As the U.S. and China enter difficult periods, the risk of a calamitous trade war increases Rogers: US Dollar Will Be Disaster, But CNBC May-June correction was a failure Hulbert It's do-or-die time for the market Gold: Escape from Slavery Merk Top Romney Advisor: Maybe Keep Bernanke Reuters How Volcker Created a Gold Standard Without Gold BL Fed Minutes Could Fuel More Investor Confusion CNBC The Bubble Economy Town Hall Freedom Manifesto: Why Markets Are Moral And Big Government Isn't S. Forbes A Chilling Economic Indicator: Fewer Strollers On U.S. Streets Forbes
Expect more insider sales of Facebook stock USAT RBS under investigation by US authorities Telegraph Moonshine goes legit, still has whiff of danger MW The Cost of Hunger - Drought Only One Factor Behind High Food Prices Spiegel Iron Weights Caixin Commodities traders with stockpiles of iron ore are under pressure as steelmaker demand falls and prices plunge US corn, soy prices hit records as drought lingers AFP
Spain Deficit Goals at Risk as Cuts Consensus Fades BL The Greek Dilemma - Three Thorny Paths to Saving the Euro Spiegel Ask Greek Citizens About Soft (Drachma) Money, And If They Like It Forbes Moody's warns on weaker nations Guardian Japan Swings to Trade Deficit as Exports Sink on Europe BL China bubble in 'danger zone' warns Bank of Japan Pritchard China risks a repeat of Japans boom-bust disaster 20 years ago as exorbitant property prices combine with a demographic tipping point, a top Japanese official has warned. Slowing China Economy May See Buildup of Commodities BL China now is facing a situation where everything from coal to steel inventories are piling up. Canada: Will The BoC Part Ways With The Fed? BCAR Mogul Arrest Sparks Vietnam Stock Plunge as Tensions Surface BL The sword of Damocles thats been hanging over Vietnam is the banking sector, and everyone knows that someday theyre going to have to deal with it A Chilling Economic Indicator: Fewer Strollers On U.S. Streets RIA
S&P 500 Tops Highest Closing Level in 4 Years on Europe BL Young Americans: The Death of Equities May be Exaggerated Sonders Ayn Rand: Patron saint or soulless capitalist? Farrell How Will the Euro Break Up? Bears Lair Investors hope this time its different Kellner August is usually a down month for stocks, but this year the market is heading in a different direction A Flock of Black Swans Frankel Throughout history, major political and economic shocks have often occurred in August Fed Studies Show Damage to Labor Market Is Reversible BL The Magic of Compound Interest Saut Panzner - Baker - Mish Economic Indicators Review NB Financial
Meredith Whitneys Muni Prediction Gets No Boost From Fed BL Buffett cancelled municipal debt bet 5 years early: WSJ Reuters Sharp to cut 8,000 jobs through plant sales - paper Reuters George Soros takes 7.85pc stake in Manchester United Telegraph Is it finally time to buy Facebook? Hulbert Bear Market in Tin Shuts 70% of Indonesian Capacity: Commodities BL Foreign firms dig deep for Mongolia's commodity riches Guardian California Farmers Leaving Crops Unpicked Amid Labor Shortage HP
Markets to European Central Bank: Get Germany on Board CNBC Germany backs Draghi bond plan against Bundesbank Pritchard A currency can only be stable if its future existence is not in doubt ECB Plans to Set Yield Targets for Bond Purchases Spiegel Crisis Prompts Portuguese to Return to Former Colony GlobalPost New weekly home sales below average Shanghai Daily China asks for removal of US programs Shnaghai Daily Understanding China's mysterious CPI basket Finance Asia Insider dealer pair told to pay a record 1.5m to City watchdog Inde Canadas housing market frothy, but not a bubble MW Carney moves to stamp out fire over 'Asian' $100 bill G&M Lessons from Japan: Not all companies sink in hard times G&M Why China Can't Afford a Confrontation With Japan BW
Apple Reaches Record U.S. Market Value on IPhone Optimism BL Investor Thiel Unloads Most of His Facebook Shares CNBC S&P 500 Beats Forecasts, Though Best May Be Over BL Featured Article: "The Commodity Markets Take No Prisoners" EW Confidence and Enthusiasm Hussman The present confidence and enthusiasm of investors about the ability of monetary policy to avoid all negative outcomes mirrors the confidence and enthusiasm that investors had in 2000... Hang em high Price Now on Sale: Peace of Mind Santoli Investors Not Buying In BeSpoke Panzner Where has the retail investor gone? Ritholtz Investors Are Still in Hiding CNBC There's a floor under this market. If any bad news flow comes out, the central banks can jawbone this thing into submission." ? Fiscal brinkmanship is the real US threat FT (Tett) ...as fiscal issues move to centre stage in the 2012 election, America potentially faces three nasty shocks Bernanke's Dual Mandate Trap Nasdaq QE3 Obama doesnt like cozying up to billionaires NYorker Krugman on Ryan - Ferguson: Obama The reality of trying to shrink government Summers Inevitable slow recoveries? Grumpy Economist A silver opportunity in a beaten miner? Fleck Banks Use $1.77 Trillion to Double Treasury Purchases BL Debt bubble amnesia MyBudget The Slowing De-leveraging. via PragCap Duy Dundee 2011 Annual Report Dundee Time after time, financial economies, when in distress, cause the smartest of the political and financial administrators to forget about the long term consequences... Apocalypse Not: Heres Why You Shouldnt Worry About End Times Wired
Facebook Investors Brace for More Shares Coming to Market BL Another 1.44 billion shares are freed up through November. History's Saddest Bubble Deflates: Seven And A Half Things To Know HP Standard Chartered and Why We Must Change the Way We Police Banks TIME Calpers Defends Pension Benefits While Risking Losses BL Why Apple's lofty valuation scares me MSN The Single Most Important Object in the Global Economy (The Pallet) Slate Speculators Hold Wagers at 11-Month High Amid Rally: Commodities BL Are we about to see a Chinese gold rush? Telegraph Silver Market Manipulation FAQ Silver Circle Exclusive: White House studying potential oil reserve release Reuters Get ready for another food crisis MW
Russian Bear stops Finland leaving euro Pritchard Once Finns break the taboo, it would be easier for Germany to extricate itself from an escalating national disaster without inviting opprobrium from across Europe, or so goes the argument. Why Bankers Might Leave This Country Reuters Tension Over Aid to Greece Could Unsettle Markets NYT Merkel looks both ways on Greece MW Merkel the merciless or Merkel the magnanimous? Analysis: Merkel's Italian ally at the ECB AFP Italian PM sees end of crisis getting closer Reuters Eurozone ignoring parallels with 1980s Latin American crisis Guardian Earnings prospects in Europe scaled back FT Quantitative easing: What effect on yields? VOX China Stocks Drop to Lowest Since 2009 on Monetary Policy Concern BL Chinas softening yuan could block rate cuts MW China might not be able to cut interest rates if the yuan weakens further... Big Four banks boost new yuan loans: report China Daily Speculative housing demand curbed Xinhua China's rural migrants key to consumption - government report Reuters Hong Kong Fear Index 41% Above VIX on Slowdown BL Japanese Land on Disputed Islands as Protests Fuel China Tension BL How Spains Housing Bubble Destroyed The Nation Economy Watch A Housing Bubble Upon Bubble Upon Bubble Money Morning
Wall St Week Ahead: Waiting for technical signals Reuters How Change Happens Mauldin The Winding Down of Fannie and Freddie? Noland When Will the ECRI Have a John Maynard Keynes Moment? Puplava Russell Where to put money as you whistle past Wall Street MW Ghost of Crisis Past haunts investors five years after credit crunch trigger Calm Before a Storm? Harding Gold in Stock Bears ZEAL Global Views Scotia Global Equity BMO Weekly Focus: Bouncing at the bottom Danske Stocks Above 200-EMA Index Shows Eroding Support Swenlin Recovery in U.S., Though Lackluster, Trumps Europes Norris Cash not king for the risk averse Wasik 6 U.S. Cities on the Edge of a Fiscal Cliff AP
Goldman, Still Playing in Bayous Mud Morgenson Analysis: U.S. corporate earnings point to further gloom Reuters Naming Corzine's hedge fund Fortune Deutsche Banks Business With Sanctioned Nations Under Scrutiny NYT SEC shuts down alleged $600 million Ponzi scheme CNN Judge rejects Facebook settlement over ad feature Reuters Skilled Work, Without the Worker NYT Fannie and Freddie: The Walking Dead BL Oracle pays $2m in SEC settlement BBC Gold Bulls Expand as Billionaire Paulson Buys Metal BL Cows eating candy during the drought WPRI
Small states squabble over euro zone's future Reuters Greece Close to Slashing Billions in Costs: Official Reuters China July New-Home Prices Rise in More Cities After Rate Cuts BL Shining a Light on Too Big to Fail in China Caixin China moves to root out hidden risks in bid to soothe investors Shanghai Daily Dark Side of the Loon(ie): The Remix BMO Chocolate Losing to Cocaine on Colombia Cocoa Slump BL Kremlin Sows Hate with Harsh Pussy Riot Verdict Spiegel Iran Response Huge If Targeted by Israel: Hezbollah BL
Facebook Second-Worst IPO Performer After Share Lock-Up BL Consumer Sentiment Hits Three-Month High in August Reuters More Reasons Why Cash is King Waldock The Market Is Not Discounting The Bad News Comstock America has lost the battle over government Sachs (Complete via Google) Fed hawks attack 'QE3' MW Is there anyone not borrowing today or purchasing a house because interest rates arent low enough? Jim Rogers on the Coming Fiscal Catastrophe Fiscal Times Four Charts Bears Do Not Want To See Ciovacco Panzner - RB - MacroB Individual Investor Optimism Rises For Fourth Straight Week BeSpoke Gross: Heres What Will Beat Stocks & Bonds CNBC Google: Central Banks' New Economic Indicator BW The Obama Bankruptcy Stelzer
Crazy Corzine's Latest Insanity HP Goldman Non-Prosecution: AG Eric Holder Has No Balls Taibbi Germany relaunches privacy probe against Facebook AFP US Treasury Takes Steps to Wind Down Fannie, Freddie Reuters Gold Demand Fell 7.1% in Second Quarter BL WGC Gold Poised to Advance for Third Day on Stimulus Speculation BL Ethanol in Gas Tanks Makes Food on Your Table Cost More BL Despite Lingering Threats, US More Dependent on Saudi Oil NYT New battery could be solar power's BFF CNN Maine Lobster Tastes Best With Dash of Supply Side Shlaes
Why Merkel's Comments Had a QE Effect on Markets CNBC Finland is preparing for a break-up of the eurozone Telegraph The issue of euro break-up may come to a head in October as EU-IMF Troika inspectors report back on Greek bail-out compliance. European banks retreating from the US DB Research India Needs One Good Man And $1 Trillion Pesek London Firings Seen Surging as Financial Firms Add New York Jobs BL Korea Denies Threat to Currency Swap with Japan Chosun
No Criminal Case Is Likely in Loss at MF Global DealBook 'Cliff' Hanger: US Companies Putting Everything on Hold CNBC Philly Fed: August gauge worse than forecast MW Housing Starts Drop, Permits Jump; Jobless Claims Rise Reuters Marc Faber: S&P to Drop 10%, Sparking QE3 CNBC Treasury bubble: What's the next move? MW Why It is No Longer a Good Idea to Be in The Investment Industry Taleb More Easing Wont Help Economy Much: Feds Fisher CNBC China: The Only Way Out Xie Trading volume drop cant just be blamed on summer MW The months volume is on track for the lowest August since 2006 N.Y. Fed says municipal bond defaults higher than ratings agency counts WP Stupid Stuff (Japan) Krasting Why the Deflationists Are Wrong North President Obamas Ticking Greek Time Bomb Lachman Ryan: Boon or Bane for U.S. Dollar? Merk
Risk Builds as Junk Bonds Boom NYT Seven Banks Subpoenaed in Libor Investigation AP Standard Chartered Seen Paying $1 Billion to End Probes BL Morgan Stanley Unit Fined Over Traders $1.3 Billion Bet BL General Motors Is Headed For Bankruptcy -- Again Forbes BHP warns of job cuts as coal markets slow Reuters Chart: Cost of College Soars 12-Fold BL 270 million Facebook shares about to be set free CNN The Home Foreclosure Woes Of America's Rich And Famous Forbes Buffett vs Soros: Two Billionaires, Two Strategies BL Video
Greece Before the Abyss -- Only Bankruptcy Can Help Now Spiegel Resistance in Berlin -- The Return of the Iron Chancellor Spiegel Shanghai Home Market Leaves Singles Out, Disrupts Traditions BL China's bear market lures foreign bids as locals pull out BL Foreign investment in China declines in July AFP The bubble that will not burst Saipan Tribune Online retailers declare cut-throat price war China Daily Appliances price war China issues 30b yuan in T-bonds Xinhua BOJ's ballooning bond holdings cause for concern Asahi The Bank of Japan's holdings of Japanese government bonds have exceeded the balance of banknotes in circulation in the nation for the first time due to a special asset purchase program, according to the bank's data. Will Japan Ever Become Greece? Atlantic Canadian home prices drop 2% in July, sales steady: CREA Toronto Star Got milk? Canadian shoppers get it at U.S. Costco MW Israeli minister warns of 30-day war with Iran Telegraph
Home-builder confidence at 5-year high MW Consumer prices unchanged Industrial Production in U.S. Rises 0.6% on Autos, Utilities BL US Mortgage Applications Dropped Last Week Reuters Paulson: 44 percent of its U.S. traded equities tied to bullion Dreaded Triple Top Approaching? Kass A star-spangled debt wish Hutchinson An Update On The U.S. Deleveraging Cycle BCAR Paulson, Soros Add Gold as Price Declines Most Since 2008 BL Global Scenarios: Stuck in the mud Danske Japan's catch-22 Sober Look Reformed Broker - Baker - Panzner - Mish Yield Forecast Update: Slow growth and monetary easing to keep long rates low Danske Below Zero: International Bond Investing Gets Harder Schwab
Too Big To Fail Has Become a Permanent Bailout Program Forbes Buffett's Berkshire Cuts Stake in Kraft and P&G WSJ JPMorgan's "whale" problem lures hedge-fund sharks Reuters Obama's $25 Billion Government Motors Lemon IBD Why Hedge Funds May Not Be Right for You Arends Standard Chartered's $340m fine is not the last dish on the menu Telegraph Standard Chartered Faces Fed Probes After N.Y. Deal on Iran BL For Stabilitys Sake, Reform Money Funds BL Burglar hit Apple co-founder Steve Jobs' house - prosecutor Reuters Almost half of the world's fish are now grown via aquaculture, FAO says Inde Commodity Index Rebounded in July BMO
When will the euro collapse? Its already dead Lynn Commentary: Its just the shell of a real currency AIG latest to make capital flight from eurozone Telegraph A Second Wave of Capital Flight Reaches Eurozone Core PIMCO ECB Right to Ask For More Eurozone Action Rubin Europe is not fixed. Not by a long shot La Monica Spain Has Open Mind on Sovereign-Aid Effort, Rehn Says BL Greece Seeks 2-Year Austerity Extension - Euro Exit Next Month? Troubled Times - Wave of Suicides Shocks Greece Spiegel Bank of England minutes leave door open to more QE stimulus AFP China's Wen says economy still under pressure Reuters New home sales down 1.6% in first 7 months Shanghai Daily New China Beige Book Sees Growth Rebounding WSJ Unlivable Cities FP China's megalopolises may seem impressive on paper, but they are awful places to live. Hedge fund titan goes big on Brazil ETF Nasdaq Israel Plans for Iran Strike, Citizens Fear Worst BL
Chinese Companies Are Pulling Out of US Stock Markets AP Retail Sales in U.S. Increased More Than Forecast in July BL Longleaf Partners June 2012 Semi-Annual Report via Scribd Great Expectations Price The discrediting of reason Bears Lair World shipping crisis threatens Germany as Greeks win long game Pritchard Over 100 German ship funds have already shut down as the long-simmering crisis in global container shipping finally comes to a head. Chinas neo-capitalism beats U.S. free markets Farrell Stagflation is back, ready or not Kellner Bond Market Observations Standish Stunning crimes... Ritholtz Sheehan - P-Fi - Panzner - Smith - Glassman - Chomsky - EB Random Europe Outside The Box Private Debt Is Crippling the Economy Reason Ron Pauls victory over Bernanke WT Legalize Competing Currencies Paul The One Housing Solution Left Stiglitz Foreclosures on the rise - Fewer affordable homes It's the Accounting, Stupid NYT Official calculations of gross domestic product ignore unpaid work, count spending on education as a form of consumption rather than investment and pretend... IMF Says Currency Flows Reversing as Trade Slows BL Economic Indicators Review NB Financial Negative rates and pension pain Saft The victims of low-interest locusts Reuters
Hedge Funds Have $74 Billion as Europe Fire Sale Delayed BL Why US Postal Service deserves to go broke Crudele Auto Bailout Will Cost $3.4 Billion More Than Expected Reuters Knight $440 Million Loss Sealed by New Rules on Canceling Trades BL Carl Icahn Hands Son Brett $3 Billion to Prove His Mettle BL Paul Ryans plan and the next new normal El-Erian Ryans Fairy-Tale Budget Plan NYT Shlaes Ryans scariest Idea Is About the Federal Reserve Atlantic Ryan sold shares on same day as private briefing of banking crisis Guardian Everything Wall St. Should Know About Ryan Sorkin Bill Gross: Paul Ryan not good for bond market CNN 'I'm sick to my stomach': anger grows in Illinois at Bain's latest outsourcing plan Guardian On Wall Street, the Rising Cost of Faster Trades NYT Gartner likely to cut outlook for 2012 mobile phone sales Reuters Silver Hoard Near Record as Hedge-Fund Bulls Recoil: Commodities BL Embry Gold Miners Starting to Pan Out Barrons (complete via Google jump) Gas prices surge, topping $4 in California USAT Fracking Hazards Obscured in Failure to Disclose Wells BL Power Hour: Will 2014 be the Year of the Bear? AGWeb
Euro-Area Economy Contracted in Second Quarter on Spain BL Investors Prepare for Euro Collapse Spiegel Cross-border bank lending is falling, asset managers are shunning Europe and money is flowing into German real estate and bonds. Finnish PM: 'There Are No Simple Tricks to Resolve the Crisis' Spiegel Hollande's Honeymoon is Over Mish ECB: No free lunch VOX How Bad Is Greece? Worse Than You Think, Ross Says CNBC Greece likely to receive further rescue - Germany ready to block Greek aid U.K. Home-Price Index Falls to Lowest in a Year as Sales Decline BL A Tax Revolt in Japan, and a Bond Bubble Too BW Japans Fiscal Crisis Comes of Age Project Syndicate New home purchases hit lowest Shanghai Daily Further property curbs expected China Daily Weapons of Mass Urban Destruction FP China's cities are making the same mistake America made on the path to superpower status.
Five years on, the Great Recession is turning into a life sentence Pritchard Begging for Trouble Hussman Investors remain so addicted to the temporary high of monetary intervention that they are practically begging to be shot, mauled by dogs, and diced by a Veg-O-Matic... The Solutionis the Problem, Part II Sprott We are now at a point where additional government stimulus measures will have negligible, if not detrimental effects on the economy and long-term growth Fed's inflation 'solution' Fleck If you think you haven't been paying high enough prices, you're in luck. Some Federal Reserve officials agree with you Republican VP pick Ryan a critic of Fed policy Reuters Yellen Must Show How 12 Fed Opinions Become One Policy BW Fight The Fiat American Spectator Papering over debts and trade imbalances will take more bills than we can print. Chinas Economy Falters Acting Man The resurgence of the low down payment market Dr. HB Budget fight dims economists' outlook USAT The failure of supply-side tax cuts Nutting
Special: Banking in the Shadows BL John Bogle: Worst Time for Investors He's Ever Seen NYT -- The Clash of the Cultures: Investment vs. Speculation Amazon City fears that Wall Street has the Square Mile in its sights Guardian Behind shock accusations against Standard Chartered bank may lie a wider American financial agenda Libor Case Energizes a Wall Street Watchdog Dealbook Soros Plans Marriage to Consultant Tamiko Bolton at Age 82 BL G20 plans response as food prices climb - report Reuters
Merkel Returns to Crisis as Leaders Squabble Over Bond Purchases BL Finland PM says still against ECB bond buys -magazine Reuters El-Erian: 'Stunned' at Capital Leaving Eurozone BL Video Italians use imagination to smuggle 32m cash Scotsman One of the most bizarre was a man who had concealed €200,000 in €500 notes inside a carton of cigarettes by inserting a note into each cigarette Japans Economy Grows Less Than Forecast as Exports Slump BL Two Prisms for Looking at Chinas Problems NYT The Austrian perspective introduces some scarier considerations Rebound in China's home prices will not continue, analysts predict Shanghai Daily China consumers counter economy gloom with travel boom Reuters Banks can expect more pain, warns City's top enforcer Tracey McDermott Inde Asian oil buyers help Iran stave off the worst, for now Reuters
Wall Street Week Ahead: Bulls, bears and wallflowers Reuters And Then There Is Disaster C Mauldin The Dog That's Not Barking Noland Dog Days Schwab Market Perspective Is the Stock Market Setting Up for a Crash? Harrison Stock Bear Looming? ZEAL Reports of the Death of Equities Have Been Greatly Exaggerated GMO Five years of financial crisis through the eyes of Ambrose Evans-Pritchard Telegraph Tensions in European Credit Markets Ease, But... Puplava Will Speculators Rescue the Housing Market? Harding Bailout: Hanging Washington's dirty laundry USAT Down With Shareholder Value Nocera Breaking a Buck, Maybe, but Not Taxpayers Backs Morgenson A Hopeful Sign: Job Openings Rise Norris Leaning Into the Headwinds Global Equity Global Views Weekly Focus: Markets supported by Draghi's vision Danske Bankstas in the Age of Money Vanity Fair Thoughts on Volatility and Risk Bill Nygren Baker Romney Picks Ryan as Running Mate to Press Fiscal Policy BL
Washington 'paralysis' threatens businesses CNN Letting Companies Settle While Denying Guilt Reconsidered by F.T.C. NYT Standard Chartered Case Casts a Chill Over Banks NYT Exclusive: Former Barclays trader "has cooperated" with Libor probe Reuters Be Glad Benjamin Lawsky Can Keep a Secret Weil RIM Looks to Sell NewBay, Other Assets: Source Reuters Sub-prime auto ABS starts to make its move Reuters Need a Nuke-Proof Bunker? Shop eBay CNBC Commodity Futures Index Trading and Spot Oil Prices FRBSL U.S. Sees Corn Yields Hitting 17-Year Low, Raising Prices NYT
Ex-German Finance Minister favours joint euro zone debt Reuters More Power to Brussels? - Germany Considers Holding EU Referendum Spiegel Berlusconi: euro exit would be a 'disaster' for Italy Telegraph ECB buying Spanish and Italian debt 'makes no sense' says Belgian bank governor Telegraph Data shows slump in lending in July China Daily Flight to Canada BMO Iraq's oil production surpasses Iran's CNN Israel wants to attack Iran before U.S. vote: Israeli report Reuters
S&P 500 Has Longest Weekly Gain Since March on Stimulus Optimism BL Import Prices in U.S. Unexpectedly Fell Again in July BL Investors Should Be Careful What They Wish For Comstock The 3-Year Rally: It Doesn't Have to End This Way - Or Does It? EW Five Years On, Central Banks Not Yet Out of Options Reuters QE Forever and Ever? Acting Man El-Erian Says Be Wary of Steepening Yield Curve BL The Zero Lower Bound and the Dual Mandate FRBSL Nouriel Roubini's Perfect Storm: A Highlight Reel BL Video Meaning of weakness in Dow transports Hulbert Schwab Sector Views: Cautiously Cautious Sorenson Goldman Sachs Leads Split With Obama, as GE Jilts Him Too BL 5 Graphs That Show How Crazy It Is to Compare California to Greece Atlantic Black - Mish - Ritholtz - EB - Embry - Smith 5-part IQ test to make you a better investor Farrell
U.S. banks told to make plans for preventing collapse Reuters JPMorgan's Mystery Number in Derivatives NYT Whats Fed to Do as 15 of 18 Banks Fixing Libor Arent U.S. BL High-frequency trading - Wait a second Economist U.S. Will Not Prosecute Goldman Sachs, Employees for Abacus Deal Reuters Worlds Oldest Shipping Company Closes in Industry Slide BL Chart: Energy, Gold vs Commodities BL Time to Get Out of Gold? FT
China's July Trade Data Come in Far Below Forecast Reuters The government might not want to pile on debt and revert to grand state-led stimulus, but it increasingly appears that there are few other choices China Easing May Now Come in Days, Instead of Weeks CNBC China's Brewing Pension Crisis BW The central government says it has enough money to cover its pension liabilities for now, but theres a debate about how long that will last. Asian banks prepare for British exit from the EU Pritchard The Merkel memorandum Economist Economists Slash Outlook for Beaten Euro Zone Nations Reuters 'Trust No One Over 30!' Euro Crisis Morphs into Generational Conflict Spiegel Libor could be scrapped after being branded 'not fit for purpose' Inde Manchester United Raises $233.3 Million, Pricing IPO Below Range BL Special Report: Canadas Housing Outlook Scotia Financial crisis, five years on: animation Guardian
Home Prices Increase in Most U.S. Metropolitan Areas BL U.S. Jobless Claims Unexpectedly Fall as Labor Market Mends BL How Long for Low Rates? Rogoff False Breakdown in Treasury Yields? Flying With Milton Friedman Is a Trip Itself Baum Bernankes Nightmare Audit Pushed for Romneys Platform BL Dont get suckered by the Draghi put Lynn They may well go down as the six most infamous words in the short history of the euro. Believe me, it will be enough Blink! U.S. Debt Just Grew by $11 Trillion BL The 12 Most Infamous Economic Conspiracy Theories Nisen (via BI) Stock stall, higher rates ahead? Brimelow Sober Look - Sheehan - Salmon EWave Trading Q&A: Instruction AND Application from Senior Analyst Jeffrey Kennedy EW The US Housing Market's Long Road to Recovery Reuters Over 100 Million Now Receiving Federal Welfare Weekly Strandard
Financial crisis: 25 people at the heart of the meltdown - where are they now? Guardian Whitney Is Re-Writing History via BI Standard Chartered CEO Says No Grounds to Revoke License BL Rogue Bank or Regulator in Standard Chartered Case BL Morgan Stanley considers shutting offices, cutting staff: sources Reuters Paulson Said to Buy 875 Acres of Land at Vegas-Area Project BL Refinery fire will boost gas prices USAT High commodity prices are the new normal Finance Asia China's solar industry is close to the edge of bankruptcy China Daily
Printing Money - The European Central Bank's Discreet Help for Greece Spiegel Euro founder admits some nations may be forced to leave Telegraph Bank of England cuts UK growth forecasts Guardian Mervyn King urges patience China Consumer Inflation Eases for 4th Straight Month BL China now top export destination for most of US China Daily Chinas Slowdown Is So Bad, the Market Is Cheering CNBC Fixed-asset investment to soar amid new stimulus Shanghai Daily Korea holds rates steady but may cut soon MW
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