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A Warning Regarding Broken Speculative Peaks Hussman U.S. Treasurys slide; 10-year yield above 2.86% MW King Carney Fails To Command The Tides Price Short ETFs: Bears perk up as market alarms sound CNBC California economist says real US debt $70 trillion EB Smith Mobius: Summers would be dovish MW Charts explain a September tape? Analysis - Summers-led Fed might raise rates faster than Yellen Reuters IMM positioning: EUR longs back above historical average Danske The Great Rebalancing: We're all in it together Pettis Keen - Mish - Quartz Why low rates haven’t helped the housing market more Samuelson SEC probes J.P. Morgan over its China hiring MW Gold Seen Rallying by End of Year as Physical Demand Gains BL $1450 an ounce? JPMorgan Is Selling The Building That Houses Its Gold Vault ZH Backwardation Commodities: Egyptian bloodbath threatens crucial routes for oil and gas supplies Telegraph The comeuppance of Carl Icahn (Fortune 1986) Fortune
Japan Imports Surge Most Since 2010 as Trade Deficit Swells BL China Trading Error Reduces Investor Confidence in Stocks BL China corruption draws world attention Stephen China July month-on-month home prices slow for fourth month Reuters China’s Economists Find Local Debt Worrisome WSJ China offshore loans on the rise Finance Asia India Markets Plunge Pressures Singh as Economy Teeters BL The eurozone's struggling countries face a future 'baby recession' Guardian Spanish banks' bad loan ratio rises to record in June Reuters Russian Recession Risk Worsened as Banks Skimp on Loans: Economy BL Philippines Shuts Financial Markets, Offices Amid Floods BL Egypt seen as graveyard of Islamist ambitions for power Reuters
Wall Street Week Ahead: Undervalued euro shares a hurdle for U.S. stocks Reuters Signs of the Top Mauldin Introducing "Government Finance Quasi-Capitalism" Noland The Stock Market Trend Is Turning Down Comstock Fed Chairman's Seat Could Be One of Several Turning Over Schwab Bernanke: Buy 1 Suit, Get 3 Free II Bonds (TLT) Break Important Support Swenlin U.S. asks reversal of ruling Bernanke must testify in AIG lawsuit Reuters Will Aging Shoppers Slow The Economy? BMO It'sTimeTo Buy Gold Again Harding GLD Exodus Reversal ZEAL Acting-Man More signs suggest that gold has reached a turning point Fleck Can ETFs really cause the next stock market crash? CNBC Global Views Scotia Global Equity BMO Weekly Focus: Strong data is good - isn't it? Danske Bond King Bill Gross meditates ... do you? Farrell Why Innovation Is Still Capitalism’s Star Shiller
JPMorgan in $23 million settlement with clients over Lehman Reuters OK, Warren Buffett's stock picks aren't that great lately CNBC Fed Says It Will Collect $440 Million in Fees From Banks NYT Facebook is bad for you - Get a life! Economist Oil’s new Arctic passage to Europe G&M Gold's wild ride in 1 cool chart MW Has the fuel cell car's time finally come? Fortune When the Stock Market Crash Comes Be Sure to Wear a Helmet DSquib
$1 trillion fraud? Skeptics attack China's GDP CNBC Easy Credit Dries Up, Choking Growth in China NYT Millionaire boom slows in China CNN China's economy slows but its global influence continues to rise National Hiring in China By JPMorgan Under Scrutiny NYT Foreign investors bailing out of Canadian bonds G&M Layoffs taboo, Japan workers sent to boredom room NYT Storing cheese in Italian bank vaults CNN
Muslim Brotherhood calls rallies across Egypt after day of bloodshed Reuters Egypt considers outlawing Muslim Brotherhood AP
S&P 500 Extends Worst Week Since June as Bond Yields Jump BL Gold ends higher; silver scores 14% weekly jump MW Fed’s Fisher Says Bond Yields Rising as Investors See QE Waning - Confidence Falls China’s Treasury Holdings Fall Amid Fed Talk on Taper BL Analysis: U.S. retailers say uneven recovery keeps consumers cautious Reuters Fed’s Bullard Says Impact of Easy Money Remains a Concern WSJ Long bull market in Fed faith faces taper Saft Fed tapering: The math investors need to know Arrends Equity Markets Treading Water with Downside Risk Ahead El-Erian Odds on the trigger for next financial collapse Crudele Cramer: 'Giant reset' looming for markets CNBC Don't be a bond Chicken Little La Monica The Great Recession Test Krugman Mish - EB - Smith - DShort Why Small Business Lending Isn’t What It Used to Be FRBC Yield Forecast Update: Central banks to keep rates low with data improving - FX Danske Household Debt Is Still Too Damn High HP
Wal-Mart sales disappoint as shoppers worldwide curb spending Reuters Cohen Said to Refuse SAC Client Push to Return Cash Early BL A Blunder at the Money Factory New Yorker Mayor Takes Stand Against Banks HP Herbalife kept links to Canadian pyramid scheme for a decade G&M China to probe IBM, Oracle, EMC for security concerns: paper Reuters Canadian Pacific rejects order to pay for Lac-Mégantic cleanup G&M Ecuador Plans to Tap Crude From Amazon Reserve BL Are World Rice Prices About to Skyrocket? Asia Sentinel Buffett backs Canadian oil sands boom Inde Q&A: Eric Sprott on gold and why it’s heading to $2,400 in a year G&M With Paulson's exit, is the worst over for gold? CNBC Is silver back in the bull market? CNBC From boom to bust? VOX A new...dataset on real commodity prices over 164 years for 32 commodities
Debt of One Quadrillion Yen? Not a Problem Pesek What is Kuroda’s secret? Ben Bernanke at the Federal Reserve would love to know as he fends off bond vigilantes... Beware a false dawn for European stocks MW Millionaires hold dimmer view: Survey China Daily HK economy gains a little speed, grows 3.3 percent AP China’s Reform Anxiety Project Syndicate Canada's red hot housing market teeters on the brink CNBC MW: Multiple traders and media accounts cited an unintended “fat finger” execution of a 7 billion yuan ($1.13 billion) order at a local brokerage as the cause for the sudden spike in Shanghai stocks.
The Horror of Cairo: Scenes of War Between Two Egypts Spiegel U.S. Treads Lightly as Egypt Crisis Deepens WSJ
U.S. Stocks Drop as Economic Data Fuel Stimulus Concern BL Gold rallies on haven demand; silver soars 5% MW WTI Oil Rises a Fifth Day as Egypt Unrest Boosts Concern BL Treasury yields spike to 2011 highs MW George Soros puts bearish bet on S&P 500 MW Report: Half of All Homes Are Being Purchased With Cash WSJ Jobless Claims in U.S. Decline to Lowest Level Since 2007 - Industrial Output Unchanged BL Stocks as overvalued now as at 2007 high Hulbert 10 Reasons the Market Has Peaked Kass Why you should worry about a 1987-style crash MW Rosenberg: The time has arrived to protect your portfolio against inflation G&M PDF When You Get This Many Hindenburg Omens, The Stock Market Is Supposed To Crash BI Bernanke bashing hedge funders not beneficiaries of taper talk Fortune American cities and states must promise less or face disaster Economist Treasury Ran $98 Billion Deficit in July--But Debt Stayed Exactly $16,699,396,000,000 CSN Why Uncle Sam Became An Antifreedom Monster Forbes Interested In Buying Gold? Why Wait? Mish Reich - Krugman - Baum - RB
JPMorgan Said to Expect Multiple Fines for Whale Loss BL Cisco Cutting 4,000 Jobs; CEO Sees 'Slow' Progress Reuters A bad day for Jamie Dimon just got a lot worse CNBC Bitcoin gets the FBI, Homeland treatment CNBC Demand for physical gold surges in second quarter CNBC Gold falls out of favor with Paulson, Soros: filings MW Commerzbank’s Physical Gold Trading Is Active Amid Bear Market BL Chinese State Press On How The Fed Has Been Manipulating The Price Of Gold For Decades Solar power to trump shale, helped by US military Pritchard
Doubts emerge over Carney's low-rate pledge CNN Carney may have to relaunch QE to keep down interest rates Telegraph Britain is flirting with a new house price bubble – economists Reuters Are emerging markets now submerging? Schroders China could target oil firms, telcos, banks in price probe Reuters Japan’s Net Buying of Foreign Bonds Highest in 3 Years WSJ New Zealand May Clip Central Banker’s Wings WSJ Crackdown in Egypt - A grim omen Economist
QTD and YTD Country Stock Market Performance BeSpoke
U.S. Stocks Drop While Treasuries Remain Little Changed BL S&P 500 Valuation vs VIX Shows Concern Lacking: Chart BL Gold Gains to Three-Week High on Signs of Demand as Dollar Drops BL Fall of Gold Hits Industry, Investors, High Hopes BL Producer Prices in U.S. Little Changed as Car Costs Decline BL Does Highest Ever Margin Debt Create Perfect Storm for a Stock Market Crash? 24/7 Bull! Rallies Without 20% Corrections Ritholtz The New Normal — Some Expensive Consequences Outside The Box America’s new $60 trillion deadliest enemy Farrell By 2024...water shortages and pollution problems will be America’s deadliest enemy When Inflation Doves Cry Meltzer Next fiscal fight: Why Wall Street should worry Politico Americans trying to keep up with the Joneses – and going broke G&M Mind the Regional Output Gap FRBSL The Globalisation Paradox: Our investment conclusions Schroders The real question is can globalisation be sustained or reversed in an orderly manner? 15 Easy Minsky Pieces Keen Mish - Black - Dealbook on Ackman - Dr. HB - Ciovacco Is this currency about to follow rupee’s crash course? CNBC
JPMorgan Trading Charges Said to Be Announced Today BL Softer U.S. Mortgage Rule Said to Be Proposed at End of August BL Don’t Kill Fannie Mae Nocera Ackman Defeat at J.C. Penney Hurting Pershing Square as Performance Trails BL Icahn takes 'large' Apple stake - Ellison: Apple's best days are over Carl Icahn’s effect on Apple: Traders weigh in CNBC The hedge funds that keep on hiring from investment banks EF Three reasons to worry about the “hot” IPO market Hulbert Florida to Sue Georgia in U.S. Supreme Court Over Water BL Four Canadians charged in alleged $140-million penny stock fraud G&M Default Fears Escalate As Run On Physical Gold Intensifies King Three Nails in the Coffin of Peak Oil Oil Drum
Eurozone exits recession Telegraph Euphoria over EU data may be premature Delamaide Mark Carney needs to watch economic warning signs while the going is good Elliott So what if China crashes? Who Cares? Lynn Slowdown in China Isn’t Bad News Pettis China Banks’ Bad Loans Rise for Seventh Quarter as Economy Slows BL Foreign equity investors cautious Shanghai Daily China to launch fresh pharmaceutical bribery probe - Xinhua Reuters Companies not playing along with Abenomics Saft Germany Fights Population Drop NYT Fitch sounds alarm on Canadian banks CNBC Japan Eyes Ice Wall to Halt Radioactive Water Leaks BL
NFIB: Government Remains a Problem BeSpoke Revisiting China’s property bubble Xie "Dog Days!" Saut 13 signs the Big Bank Conspiracy is amoral Farrell Has stock market's larger correction finally begun? MW Rogoff Saying This Time Different Calls for Reflation BL Second Half Recovery Predictions Fail Again Pento Back to the Wing Collar for Fund Management Hutchinson New Bank Investigations: Real Action, or More of the Same? Taibbi 7 Things About Prosecuting Wall Street You Wanted to Know (But Were Too Depressed to Ask) Alternet The New, Improved 1984 Smith Mish - Baker - Krugman Bette Midler says Larry Summers is bad choice for Fed chairman MW Financial Market Diversity and Macroeconomic Stability PERI
London Whale Resurfaces in Potential U.S. JPMorgan Case BL Soros Said to Support J.C. Penney CEO in Ackman Feud BL Is Dan Loeb taunting Bill Ackman? MW Hundreds still feeling the pain of subprime deals NYT Tuition isn't only bill college students see AP Regulator Subpoenas Goldman Sachs As Metals Battle Heats Up HP Trying to Make Sense of the Gold Market BL Video “There is a huge run on physical right now” China to beat India as biggest gold user SD Iron Ore Gluts Seen Through 2017 on Record Supply: Commodities BL
German Investor Confidence Rises as Euro Area Resumes Growth BL So you think Europe's debt crisis is finally over? Think again Warner More trouble in store for UK banks Guardian House prices 'rising at fastest rate since 2006 peak' Guardian BOJ Minutes Raise Debt Concerns WSJ The central bank wants to make sure it isn’t bailing out a spendthrift government. Abe Threatens Ministries With Power Shift BL Abe’s Japan Is Blind to Scary Nuclear Reality Pesek Mexico moves to end 75-year-old oil monopoly AP The Chinese are coming... for Queens in New York NYT
Gold Ends Solidly Higher... Kitco Currency wars driving a new gold rush MW 'Hindenburg Omen' hovers over Wall Street again CNBC U.S. 10-Month Budget Gap Narrows on Higher Revenue BL Extreme Brevity of the Financial Memory Hussman Will Mom and Pop investors blow it again? Arrends The market's second-half ride could be rougher than many think. Barron’s It’s The Fed’s World, Bonds Are Just Living In It Alhambra Bond Hubris Overwhelms Fed in Riskiest Sectors of Credit Markets BL The amount of loans made this year that lack standard protections for lenders exceed the all-time high set in 2007, and only one other time have investors pumped more money into funds that buy lower-rated loans than they did last week Why Bonds are Overpriced Institutional Imperative Four Questions for Fed Chair Candidates HP Summers Gains Ground, but Yellen Still Leads Among Economists WSJ Ron Paul's pick for Fed chair: No one Fortune Milton Friedman and Restraint Rand Paul BW IMM positioning: Investors move into long EUR positions Danske Norcini
Metals warehouse firm subpoenaed as inquiry heats up Reuters How mutual funds are like mousetraps Jaffe Fannie, Freddie and our flawed ‘Ownership Society’ Reuters Atlantic Android's Bitcoin app hit by bug that steals currency Telegraph NY regulator issue subpoenas to firms tied to Bitcoin: WSJ Reuters Guy does to bank what banks usually do to other people MSN Who’s afraid of declining commodity prices? DB Research Gold Climbs to Highest This Month on Dollar, Technical Level BL India Gold Premiums Seen Extending Climb to Record on Curbs BL California to 'bottle sunlight' in energy storage push Reuters
Euro Area’s Recession Seen Over While Champagne Kept on Ice BL Mark Carney sparks 'stampede' for home loans Inde Japan’s Below-Forecast Growth Fuels Sales-Tax Debate BL Japan in Depth / Reform needed to escape debt Yomiuri Japan’s debt looks like this: 1,000,000,000,000,000 yen NYT Australian Central Bank Walks Fine Line WSJ Questioning China's real achievements China Daily Italian police seize houses, hotels in Fondiaria-Sai probe Reuters Indian banks seize assets from mogul Mallya: report AFP
We Can’t Take the Chance Mauldin Too-easy money makes market too risky Fleck The Calm Before the Storm? Schwab The Half Full Economy Schiff Central banking: still a man’s world Gillian Tett Breaking down the Wall St.-Main St. disconnect CNBC One way to prep for a market crash MW U.S. Companies Thrive as Workers Fall Behind Norris The Housing Market Is Still Missing a Backbone Morgenson Global Views Scotia Weekly Focus: Europe moving from recession to slow growth Danske State and Local Government Deficits Soar. Following Detroit's Footsteps? Brookings Food-Stamp Use Rises; Some 15% Get Benefits WSJ Credit Outbids Cash = Resource Wars Smith RB - Dr. HB - Gleanings - Pettis China Slowdown Crippling Asia G. Long Keep an eye out for another housing bubble Boston Globe
U.S. considering arrests in JPMorgan 'whale' case: sources Reuters U.S. Said to Plan to Arrest Pair in Big Bank Loss NYT Madoff was in 'love triangle' with employee Reuters Priceline Stock Tops Tech Bubble High HP Who’s afraid of declining commodity prices? DB Research Former US Treasury Official - Arrest The Gold Manipulators King The Epic Silver Short Squeeze ZEAL The 3D movement CNBC Hidden Billionaire Hauls Fortune In Unmarked Trucks BL
The ECB Grows Up Eichengreen Canadian Housing: Summer’s Surprise Hit BMO China investigates France's Sanofi for alleged bribery: Xinhua Reuters Russia’s Stimulus Plan: Open the Gulag Gates NYT
U.S. Stocks Have Worst Week Since June Amid Fed Concern BL Bond Wars Gross Economic Recovery Suffering From Lack Of Demand Comstock Faber: Look out! A 1987-style crash is coming CNBC Possible Short-Term Top; No Bear Market on the Horizon Puplava 5 signs Wall Street’s zombie apocalypse is at hand Arends The 'Septaper' is coming: Deal! La Monica Blame Fed for the floundering dollar CNBC Why the Shrinking Trade Deficit Will Choke U.S. Corporate Profits Smith Why is the Smart Money Selling? PragCap Against the Consensus: Why conventional theories on the crisis are inadequate VOX
JPMorgan Nears Settlement With SEC on London Whale Loss BL U.S. steps up probe of JPMorgan over Bear mortgage bonds Reuters Borrowers can sue Wells Fargo over mortgage modifications Reuters Iksil to face no U.S. charges in 'Whale' probe: source Reuters Priceline Nears $1,000 and Bubble-Era Record Amid Europe Crisis BL Soros Fund withdrawing all of its money from Pershing: source Reuters Cleveland Fans Sing ‘Detroit’s Bankrupt’ At Tigers Game CBS US shale oil threatens to derail OPEC's future: IEA CNBC Rare earths on shaky ground China Daily Casualty of War:WWII Explosives Scuttle Windfarm Opening Spiegel ’Breaking Bad’ bad for dealers MW
Japan's national debt: one quadrillion yen...and counting AFP Defend Europe, if you still dare Pritchard Is President Obama right about Greece? CNBC France is biggest concern in Europe: Fed’s Fisher CNBC German Regulators Said to Review Off-Balance-Sheet Loans BL China to let banks sell off loans in prelude to possible bailout Reuters In a move that could pave the way for a government bailout of lenders or distressed asset sales to private investors. Decoding Li-konomics ASentinel Mark Carney: banks need to reconnect with society CNBC French farmers in egg-smashing rampage in Brittany AP
U.S. Stocks Rise on China Trade Data Amid Jobless Claims BL Easy Money Policy Will Lead to World’s Greatest Credit Collapse: Hochberg Breakout Consumers in U.S. Gain Confidence as Firings Recede: Economy BL Home Prices Climb in 87% of U.S. Cities Amid Recovery BL Mind the (Expectations) Gap: Demographic Trends and GDP Outside The Box Towards a radical new theory of Anglo-American slavery Pritchard I know who the next Fed Chairman will be Fortune 3 Sexist Reasons People Don't Want Yellen To Run The Fed HP Zero Rates Take Investors Down A Dangerous Path Forbes Here’s what Fed officials are saying about QE taper MW Part II Four More Bernankes TheStreet Economic Forecasts Are Bad, Budget Forecasts Delusional Brookings Why it's time to sell Mirhaydari Real Personal Income Points to Recession Smith Mish - Acting-Man - Louise Yamada - Kass A hard landing for the middle class WP Manipulating Bad Financial Data Wash Blog Who’s responsible for Australia’s ‘debt crisis’? Keen Emanuel's Chicago Is On Path To Be The Next Detroit IBD Among the nation's five largest cities, Chicago has put aside the smallest portion of its looming pension obligations... NYC’s Good Times May Sour Like Detroit’s, Bloomberg Warns BL We Are All Going to Pension Hell BL
JPMorgan Faces Criminal and Civil Probes Over Mortgages Reuters BofA Put Toxic Debt in Bond as Staff Resisted, U.S. Says BL Bitcoin liable to securities law: Judge MW Commerzbank says took hit on Detroit exposure Reuters Protectionist clouds darken sunny forecast for solar power VOX The Battle for Water Project Syndicate
Unexpected strength in China trade data eases some gloom Reuters Yuan Why China and Japan should have you worried Fortune Investors flock to Japan for best property deals SCMP Greek unemployment rate rises to 27.6 percent in May, new record Reuters Europe junk debt: Why US sales are soaring CNBC 'Socially useless' UK banks must change, says Mark Carney Telegraph 'Germany Is Critical' - IMF Calls on Berlin to Loosen Pocketbook Spiegel Bank of Mexico Cuts 2013 Economic Growth Outlook WSJ Australia and Canada: Two resource-driven economies on divergent paths G&M Diplomatic Rift With Putin Grows as Obama Cancels WSJ Japan summons China envoy over ships incursion row AFP
The Recent Bond Market Selloff in Historical Perspective FRBNY Get Ready for the Next Round of Bond Pain Pollock Big Banks Conspiracy is destroying America Farrell Imagine 100 Goldman Sachs banks running America and the world. It’s happening... Will August Bring the Revenge of the Bears? Harrison Bernanke’s Moral Hazard NY Sun This fund tracks 36 bubbles—and 33 have completely popped Quartz The “New Economy” Is The No Jobs Economy Roberts Duy - Mish - ZH A blunt Pope Francis targets free market economics CNBC Do wage shares have to fall with globalisation? Business Line Investment Outlook - August 2013 Schroders
Feds Get Around to Suing Bank of America Weil Notably, the SEC didn't accuse Bank of America of committing fraud intentionally... Proof Wall St. Is Not Too Big To Jail HP Did We Waste a Financial Crisis? NYT Another Obama Head Fake On Fannie, Freddie Reform IBD The Facebook indicator says sell Weidner Seismic Shifts in the 3D Printing Industry Design News George Clooney Ought To Leave Finance To Daniel Loeb Forbes The One Question You Must Ask Before You Invest Forbes
Carney: unemployment must fall below 7pc before interest rates rise Telegraph First Mistake The mirage of UK's economic recovery Warner Govt to court private capital China Daily The Greek Austerity Program: An Economic Analysis Levy Greek Myths and Reality Brookings Options for India’s New Central Bank Chief WSJ God's Bankers:Church of England Wages War on Loan Sharks Spiegel China issues record fines on price-fixing conduct Shanghai Daily World lost record amounts of Arctic sea ice last year Global Post As tensions with China grow, Japan unveils largest warship since Second World War Inde
U.S. Stocks Fall as Retailers Slump Amid Stimulus Concern BL Fed's Evans foresees tapering in second half MW "The One Chip Rule" Saut The Tyranny of Forced Correlations Hutchinson Pandemic of pension woes plagues nation CNBC Nine states have now set aside less than 60 percent of what they need. The biggest loser in the Fed debate El-Erian Pesek What’s next for the Dollar and Currencies? Updated Merk Outlook August 2013 Merk State of the Real Estate Market August 2013: Coming to Equilibrium Movoto HW 40% Of Workers Make Less Than What A Full-Time Minimum Wage Worker Made In 1968 EC Line up and prepare for the next bailout in student debt MyBudget Busted Krasting Baker - Noahpinion - SMith - Mish - Sorkin Why the Economy Could... Pop! TIME
Washington Post to be sold to Jeff Bezos, the founder of Amazon WP Graham, Bezos hashed out Washington Post deal in Sun Valley Reuters SEC judge rules Stanford executives are liable for fraud Reuters FERC seeks $29 million from BP over natural gas trading Reuters The legal jujitsu of Goldman Sachs Salmon Why hedge funds run by idiots can do well. For awhile WP IBM Furloughs U.S. Hardware Employees to Reduce Costs BL Russia's Uralkali sees potash industry consolidation: paper Reuters Gold tumbled in milliseconds before ISM report MW
Investors Turn Hong Kong’s Red Taxis Into Latest Bubble Market BL The run-up is sparking warnings of yet another investment bubble in a city that’s no stranger to them... China’s Debt Surge Pressures Xi-Li to Avert Lost Decade BL 2,074-feet China’s credit-to-GDP ratio rose to 187 percent in 2012 from 105 percent in 2000, compared with Japan’s increase to 176 percent in 1990 from 127 percent in 1980... Europe’s Fake Normal El-Erian Despite hopeful blips in an economic indicator here and there, too many countries lack both immediate growth and longer-term growth engines. As a result, debt overhangs will remain problematic. Aussie House Prices Jump by Most in 3 Years on RBA Rate Cuts BL Australian Property Bubble Ahead? 9News
Demand for Business Loans Increasing, Credit Eases WSJ
Fed’s Fisher Says More Contenders Considered for Fed Chief BL HSBC says could take $1.6 billion hit on U.S. lawsuit Reuters U.S. Service Sector Growth Jumps in July as New Orders Surge: ISM Reuters The Minsky Bubble Hussman Still waiting Price The Roller Coaster way to hedge next crash Farrell US equity funds see highest-ever inflows in July CNBC Data Points: What the Nation Got for $800 Billion NYT The Fed had other options. It could have put cash directly into the hands of consumers who needed it... Fed Is Big Loser as Markets Maneuver at Prospect of an End of Easy Money NY Sun Tryijng to stay sane in an insane world - Part 2 Jim Q A New Conundrum For The Fed? Scotia Debt Ceiling Can’t Hold US BMO Budget Bedlam This Fall CG&G Why Are America’s Great Value Managers Hoarding Cash? RBroker Getting Older and Getting Real Schwab Bond Insights Bond Manager Wanted Out Before the Bear Arrives WSJ
Clawbacks in Word, Not Deed Morgenson Goldman Sachs and LME sued over aluminium storage Guardian Spinning SEC Door Smacks Investors Cohen If I Bribe City Hall, Can I Reduce My Mortgage? Weil Hidden Billionaire Cohen Hauls Fortune in Unmarked Trucks BL World’s First $332,000 Lab-Grown Beef Burger To Be Tasted BL Believe It or Not: Gold's 8-Year Cycle Still on Track Aden Sisters Miners return to hedging as gold prices lose shine FT (Via Google) Commodities: The end of the Holy Grail VOX
China Services to Manufacturing Suggest Slowdown Stabilizing BL Coin of Realm in China Graft: Phony Receipts NYT Germans are walking tall in the eurozone, but just how rich are they? Bootle Berlusconi Shockwaves in Italy Pose Threat to Euro-Crisis Lull BL IMF calls for Japan reforms, plan to clear debt AP
Can It Get Any Better Than This? Mauldin The Global Week Ahead Scotia Weekly Focus: Calm summer market for once Danske NBF Rydex Ratio: Investors Not Committing to Rally Swenlin Real Estate Mini-Bubble Deflating May Be Economy's Next Problem Harding Berkshire profit jumps 46% MW
Payrolls Rose 162,000 in July; U.S Jobless Rate Falls to 7.4% BL U.S. June Consumer Spending Rose in Line With Forecast BL Third time unlucky: Recession in 2014? Makin Economic Growth Momentum Is Fading Comstock A misleading model Buttonwood Is there a recession looming in our future? Let’s review the evidence. Fabius Maximus The Detroit Template Sprott Detroit Broke City Schiff Detroit bankruptcy: US court to outline roadmap CNBC The Federal Reserve in a Time for Doves Rogoff A Perspective on Possible Fed Exit Strategies FRBSL The Next Federal Reserve Chairperson Palley Yellen vs. Summers? Depends on Risks of New Financial Crisis WSJ Sex, Money and Gravitas Krugman Kudlow - Klein - Baker Happy markets, struggling workers Buttonwood U.S. shutdown battle begins as Republicans kill spending measure Reuters Why Is Inflation So Low? EB Short - Mish - Krugman Reflections on the Student Debt Crisis NTrust
Swaps Probe Finds Banks Manipulated Rate at Expense of Retirees BL Former Goldman Sachs trader found guilty of mortgage fraud Guardian The Lessons of the Fabrice Tourre Verdict BL DOJ Intends To Go After Mega Bank HP Paging Carl Icahn: Dell in deal with Michael Dell CNBC Why Oil Could Move Higher--Much Higher Smith
Greece should defy the gunboat creditors Pritchard Austerity In Europe: It Will Work If It's Ever Tried Dorfman Property prices rise again China Daily The $7 Trillion Problem That Could Sink Asia Pesek Connally couldn’t have foreseen how right he would be 42 years on as Asia sits on almost $7 trillion in currency reserves, much of it in dollars China and the US Court Africa YALE Chinese banks see bad loan ratio unchanged Shanghai Daily Putin Shows Mojo as U.S. Fumes Over Snowden BL
ISM Manufacturing Spikes to Highest Level Since June 2011 BeSpoke Jobless Claims in U.S. Fall to Lowest Level in Five Years BL How Bad Was It? The Costs and Consequences of the 2007-09 Financial Crisis FRBD P/E ratios to drop 20% in coming years Hulbert The latest GDP revisions underscore how subpar the current recovery is WSJ Fed Chairman Search Expanded by Obama With Candidate Kohn - Who Is Kohn? Central-Bank Gender Embarrassment Raises Pressure to Name Yellen BL Summers Backed Yellen for Fed Before Rivals Now Prove More Alike BL Larry Summers and the End of Political Shame Boston Review Cassidy Bernanke Has a Problem... Banks Have a Problem BL Video Fed’s Tapering Is About Bubble Management Short Takes David Boies v. Citizen Ben S. Bernanke Sheehan Bernanke: A Tenure of Failure Mises Court calls on Bernanke to testify UPI As Poverty Grows in the Suburbs, Businesses & Govt. Confront New Challenges Wahrton Does the American Dream Even Exist in Your ZIP Code? New Republic Economy is standing tall (if it’s next to a runt) Crudele Smith - Krugman - Dr. HB Economic Growth Is the Only Fix For Detroit's Pension Blues Brookings Housing Recovery in Jeopardy Pento Econbrowser recession indicator index up to 30.5% EB No jail for banksters in real world Monopoly Keiser Report U.S. Economy Looking More Japanese WSJ
Merrill: Institutions are Pouring out of Equities PragCap SEC Says Largest U.S. Hedge Funds’ Debt Tops $1 Trillion BL Warren: Why Aren't JPMorgan Execs Being Punished? Reuters Did Goldman Sachs Overstep in Criminally Charging Its Ex-Programmer? VFair (Lewis) Making a Wall St. crime criminal LAT Ex-UBS rogue trader Adoboli tries again for appeal Reuters Big Bank Ups Its Use Of Tax Shelters After Massive Taxpayer Bailout HP American Automobile Glut? Unsold Cars Are Piling Up BW Undercover Report - Apple Faces Fresh Criticism of Factories Spiegel US, FX and Oil Research: Effects of the US shale adventure Danske Battered miners pencil in new gold, copper, silver price estimates G&M Barrick Gold hit by whopping loss of $8.6-billion, slashes dividend G&M The world’s largest gold miner has now written off nearly $13-billion in 2013. Exxon and Chevron Miss Out on U.S. Oil Boom WSJ Copper theft 'like an epidemic' sweeping US CNBC Burger Costs Rising With Beef Supply at 21-Year Low BL Want to invest in diamonds? Good luck with prices CNBC
China Pledges to Keep Growth Within ‘Reasonable Zone' BL Surprise! China's official data show manufacturing expansion CNBC Shadow financing forces the pace of Chinese interest-rate reforms Finance A China’s Housing: Living in a Bubble Diplomat Europe Manufacturing Expands for First Time in Two Years BL Italy Banks Bad Loans Underline Southern Europe Malaise BL Spain's Mariano Rajoy admits he made 'a mistake' Telegraph Lloyds: bank ready for sale of taxpayer stake Telegraph Sensex falls for seventh day; manufacturing slows Reuters BOJ discussed inflation target 10 years ago NHK Snowden Is Given Asylum In Russia WSJ
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