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Weekend Edition (Dec 30-Jan 1). Hussein executed with 'fear in his face' CNN Looking Ahead Wachovia PDF Employment Growth in U.S. Slowed in December, Economists Say in Survey B Can Goldilocks pilot the economic airplane to a soft landing? DMN January Effect May Take a Year Off NYT (R) Real Estate and the Post-Crash Economy Mauldin Wall Street's Spin-Meisters are at it Again Schif Inverted Yield Curve: One Year Later! Wells Fargo PDF High-flying hedge funds, underperformers in 2006 CBSM Turning the tables on shady lenders CBSM Megadeal: Inside a New York Real Estate Coup NYT (R) Uranium prices soar as nuclear power makes gains Kyodo The Private Lives of Hedge Funds NYT Estimates for Pensions to Tighten NYT Wal-Mart's December Same-Store Sales Rise 1.6%, Best Since August BL Goldman, Wall Street Bankers Win in 06; Amaranth Collapse Leads Losers BL U.S. Official Overseeing Oil Program Faces Inquiry NYT Reports: Toyota Didn't Report All Income AP Apple chief could still face SEC investigation Times Online Global house prices are still rising FT China to Maintain `Stable Currency Policy' in 2007, Central Banker Says BL China's stock market soared to an all-time high on the last trading day PD Bumper year for the bourse Australian The share market has continued the biggest rally in its 100-year history New high in number of crashes Telegraph “There's so much cash out there looking for deals that even the walking wounded are being propped up" Russia-Belarus gas deal reached BBC China upholds 'one-Viagra' policy AP
Treasuries Have Best Half-Year Since 2002 on Expectations of Cuts in Rates B Euro Posts Biggest Quarterly Advance Vs. Yen Since 2003 on Higher Rates B
Friday December 29. Stocks end 2006 with best gains in three years CBSM Help-Wanted Advertising Index Remains Unchanged CB NYSE, Nasdaq to Close Jan. 2 for Ford Memorial Service BL Treasuries Head for a Fourth Weekly Decline, Longest Slide in 16 Months BL US '07 economic outlook: slow growth, no recession CS Monitor On the negative side are a small group of economists who still think the economy will sputter into a recession next year. U.S. stock market shrinks by $600 billion CBSM Bullish Mood for '07 Has Some People Feeling Bad Currier Rogoff of Harvard Says Declining Global Volatility Poses Risks Bloom TV Recession 2007 Part IV: The Year Ahead Janszen The Specter of Deflation Nystrom What's in store for 2007? Guardian 2007: will the dam break? U.S. May Finally Warm Up to Toll-Road Sales in 2007 Mysak U.S. Financial Data, December 28 Issue St. Louis Fed Nasdaq to close Tuesday; NYSE too? Reuters Ford's mourning delays Fed meeting minutes Reuters Ford didn't 'Whip Inflation Now,' but helped train Alan Greenspan AP Reverse mortgages turn home equity into income WSJ News Gives Financial Markets Inflation Jitters Realty Times Lereah: Housing Has Bottomed Piggington Florida's overbuilt condo market starts to fizzle Reuters Housing Developments Last Week and This Week Roubini Debating the Flat Earth Society (Part 2) Mish Alliance Bankshares exits mortgage banking WBJ Gold Falls for First Time in Four Days as Euro Rally Against Dollar Stalls BL The New Gold Rush? ARA Gulf Arab states ride the petrodollar boom FT Crude's Four-Year Rally Ends in 2006 as Record-High Prices Slow Demand BL Mega mining deals made 2006 year of Chinese dragon Australian Australian States Should End Uranium Mining Bans BL Nuclear stations to close as costs mount Times Zimbabwe arrests illegal miners Mining Journal Apple Restates Profit to 2002 After Options Probe, Finds No Misconduct BL Suez Shares Jump on Report Pinault May Make $92 Billion Unsolicited Offer BL Analysts: Toyota, Ford unlikely to merge AP U.S. Commercial Trucks Face Some Rough Road in 2007 Global Insight Shell and Sakhalin-2 to absorb extra $3.6bn Times BG boosts capacity in US with $685m deal Times A Closer Look at USG Corporation Seeking Alpha Pay Packages Allow Executives to Jump Ship With Less Risk NYT SEC Charges Trader TheStreet FDA plan would OK cloned meat CS Monitor Australian Dollar Set for Highest Year Close in a Decade on Yield Premium B Euro Heads for Biggest Yearly Gain Against Yen on Interest-Rate Outlook BL Thai currency's wild ride echoes '97 crisis CS Monitor China c.bank eases forex rules for individuals Reuters Financial arm might be set up to manage forex reserves 2 New 100-million-ton-class ports built in China ChinaN Helicopters put on sale in China's shopping malls CN Goldman Sachs recently released a statistic report predicting that by 2015, China will become the world’s biggest market of luxury goods consumption. The Chinese Discover Central Europe Business Week Eurozone money supply data boosts case for rate rise FT A few hurdles to dodge after a smooth start FT German Consumer Confidence Declines for a Second Month BL New rules to compel accurate accounting by firms Japan Times Lenders write off a record £1.4bn of IVA debt Times UBS tops tables in M&A mania The Australian US Rejects Korea’s FTA Trade-Off Deal Korea Times ASE price index falls 33% this year Jordan Times Nikko Cordial delays revised report Assai Probe delays Nikko first-half filing Japan Times Protesters angered by court ruling on Argentina's banks Times Asia back online after quake AP Kim Jong Il looks to London to avoid sanctions Times Hussein May Be Executed by Hanging Within Days, Bush Official Says BL
Thursday December 28. Gold gains for fourth straight session as dollar falls CBSM Gazprom Warns Belarus Not to Siphon Gas AP Brookings Foreign Policy Studies Energy Security Series: China Brookings P ABN Amro Plans to Cut 900 Jobs, or 5% of North American Workforce BL Survey of Tenth District Manufacturing KC Fed Existing Home Sales Rise; Consumer Confidence Jumps BL CB - Realtor Oil Prices Rise As U.S. Supply Shrinks AP Bernanke Recovers From Missteps to Earn Inflation Credibility BL Christmas Is Over. Let the Sales Angst Begin Baum Euro notes cash in to overtake dollar FT By the end of October the $759bn-worth of US dollar notes in circulation was only a fraction ahead of the value of euro notes, Dollar crisis 'will deepen in 2007' Guardian S&P 500: Will We Ever See a Correction? Seeking Alpha U.S. manufacturing expected to take hit Financial Post Debt and Deficits Bartlett Forecasters expect mild rebound, but risk of recession is real MSNBC A Money Manager Sees Storm Clouds Gathering NYSun Investors too complacent on world economy: IMF Reuters PDF File Financial Globalisation BIS Paper PDF File An equilibrum model of "global imbalances" and low interest rates BIS Cast of Thousands Dominates Muni Market, Says IRS Mysak A Fork in the Road for Food EW Real pain from real estate Herald Tribune Housing Bears May Just Have It Right for 2007 BL New home sales: Back from the dead? CNN Housing market continues decline in Massachusetts Telegram Lehman Sub-Prime Mortgage Bonds May Be Downgraded BL Gold stays bullish on weak dollar, Iran tension Reuters Chinese Red-chips Soar into Orbit, is Gold Next? Dorsch China to use foreign reserves to build strategic resource base AP China Statistics Bureau: Hard To Meet '06 Energy Cut Goal Dow Jones World’s top steel producer seals price rise deals with Asia AFP Crude makes minor gains as U.S. stockpiles garner attention MW As coins lose value, rule aims to stop a major meltdown Rocky MN Szabo On Conspiracy Theory Gnazzo Bank Loans Lure KKR, Carlyle With Junk-Bond Returns BL Citigroup may buy into Chinese airline: sources Reuters Goldman infrastructure fund raises $6.5bn FT SEC U-turn over rules on executive bonuses Times Online One burden regulator should not have lifted Times Online Health Care Set for Shake-Ups TheStreet Lessons from Amaranth implosion Financial News The financial system coped with a record loss... this time Apple Shares May Fall on Financial Times Report of Jobs's Options Grant BL US investors oust Spirent execs in boardroom coup Guardian Bill Miller's 15-Year Fund Streak of Beating S&P 500 Index Comes to an End BL Warren Buffett to buy distributor TTI My-ESM How Warren Buffet made his billions MoneyControl Dow's dash leaves IPOs in the dust USAT US says global warming threatens polar bears FT Earthquake knocks Asia back to phone age, and beyond IHT Scramble to repair Asia telecom lines after quake AFP Japan's Industrial Production Gained 0.7 Percent to a Record Last Month BL BOJ Fukui says consumption in rising trend-report Reuters Subscription value of China Life IPO hits new record in Chinese market PDaily More foreign lenders apply to join RMB retail bandwagon People’s Daily China's companies must be more transparent about the info they provide PD Hong Kong stocks reach six-year high People’s Daily Frenzy raises bubble fears TheStandard “It's just like in 1973, 1987, 1997 and 2000 - those were the crazy periods for equity investors and they chased after shares irrationally” China c.bank says likely Fed easing to boost yuan Reuters Miners, banks drive Australian stock market record Australian The Great Escape from UK equities Thisismoney Britain's pensions and fund managers are yanking money out of UK shares at an alarming rate, funneling money into overseas assets and volatile derivative contracts. Flurry in London sets bullish tone FT Double-digit rise in house prices - UK home price rises 'to continue' BBC We must embrace change if we want to keep being successful King Unveiling Britain’s True National Debt Trumpet Economist sees 'significant' slowdown in Canada Globe & Mail Argentine banks to repay savings BBC Belarus Warns It May Block Gas Moscow Times FT More Prison Time for Khodorkovsky? Moscow Times
Tuesday December 27. Moody's Revises Great Plains Outlook AP New Home Sales Jump 3.4%, More Than Forecast, on Incentives BL PDF Stock Markets Honor Late President AP More Land Mines for Builders TheStreet United Arab Emirates to Switch 8 Percent of Reserves to Euros From Dollars B Central Banks Will Give Less of the Same in 2007 Berry Mogambo Of Public Debt and Private Wealth WP Inflation Fizzle Rivals Democrats' Win as Year's Big Surprise BL The New Populism in Congress Spitzer Home loan demand plunges to near 5-month low Reuters Renters Gloat Over Housing Slump WSJ Bubbly flows as bubble deflates Herald Sun Hammered Forbes The housing bust is worse than people expected Housing Bubble and Real Estate Market Tracker Seeking Alpha Gold Rises a Second Day; Dollar's Drop May Spur Investor Demand BL Contrarians betting gold again will outperform equities Hulbert Gold sells hot in Hangzhou at year end China News 2007 energy outlook: costs up CS Monitor No Catastrophe … And That's the News Platts Rising world interest rates the real enemy of the mining boom Australian China to curb metal exports FT China buys oil, minerals with reserves Business Week James Dines, The Original Uranium Bug Taylor S.E.C. Changes Reporting Rule on Bosses’ Pay Norris (NYT) The change is a victory for corporations that had opposed the rule when it was issued in July, and a defeat for institutional investors that had backed the S.E.C.’s original rule. Ford and Toyota hold talks in Japan FT Europe no longer 'leading buy-out market' FT The Biggest Private Equity Firms Are Turning Their Focus to Asia NYT (R) Star Tribune to Be Sold to Private Group AP Dividend payouts grow less richly USAT UnitedHealth Gets Notice of Formal SEC Probe TheStreet SEC Launches Formal Probe of CSK Auto CFO Tyson executives miss bonuses on loss AP Trump mortgage chief inflated resume CNN Security flaw found in Windows Vista AP Going universal LA Times The American healthcare system is, simply put, a mess, but we may finally be ready to fix it. Bad Moon Rising? CFO Why a company's stock price may depend more on the lunar calendar than on its fiscal calendar. Japan's Retail Sales Advance Less-Than-Expected 0.1% BL Yen Drop Confounds Analysts, Lures Investors With `Carry Trade' Strategy BL A Banner Year for China's Stock Markets Business Week Regulations cannot curb soaring housing price China News HK leaps to No 2 on $307b in IPOs Standard Pound Set for Biggest Annual Gain Since 1990 on Rates, Reserves BL Boardroom share-buying falls as bosses' confidence wanes Times Online Directors becoming increasingly pessimistic about their companies’ share prices Taxes are set to keep rising for 50 years Times Online A warning for the Canadian services sector Globe & Mail Gas Cutoff to Belarus Draws Nearer Moscow Times Nigerian Oil-Pipeline Explosion Kills at Least 269 People, Red Cross Says BL A Battle for Global Values Foreign Affairs (Blair) Will EU and US be tougher now on Iran? CS Monitor
Monday December 26. U.S. Stocks Rise on Prospect of Lower Interest Rates; Citigroup Advances BL Gold Driven Up by Iran Jitters TheStreet Treasurys up after Richmond Fed CBSM RFed 2007: A Central Bankers’ Year? Ashmore PDF Holiday Sales Climb 3 Percent, Less Than in 2005, MasterCard Says BL Crude Oil Declines as Mild Weather in U.S. Curbs Demand for Heating Fuel BL Lopsided Sentiment and Unfounded Optimism Hussman Is market reaction warning of a recession? Hulbert Fewer companies plan to increase hiring in 2007 USAT Bernanke, Fukui, Trichet May Fail King's `Boring' Test on Rates BL Year of scandals, lessons in business AP Institutions can't cope with a crisis Australian The world's outmoded financial structures were not designed to meet the needs of globalisation An Economy of Extremes NYT Last-Minute Shopping Falls Short NYT Retailers Slashing Prices Even More AP Excess on Wall Street TheAge A flap over recouping costs of Medicaid CS Monitor The remarkable rise in house prices in Baltimore is over Baltimore Sun As luxury condos rise, demand hard to gauge Arizona Republic Home sale situation a bit less bad Palm Beach Post Gold May Rise for Second Week as Investors Seek Dollar-Asset Alternatives BL China lowers gold trading threshold for small private investors Xinhua DIFC: Mother of all of Dubai's gold mines Khaleej Times. Crude Oil Rises After Iran Vows to Defy UN Sanctions on Nuclear Research BL Iran's nuclear drive linked to looming oil crisis: US study AFP China sets up second petroleum exchange AFP Nuclear traffic doubles since '90s USAT Builders hit hard by rising prices Rapid City Journal Hedge funds could face scrutiny on tax break - WSJ Reuters Bank earnings likely to remain weak AP ConocoPhillips: Value Waiting to Be Noticed WSJ Beware 'pump-and-dump' stock schemes posing as personal e-mail BSun Ex-Trader Tells Story as a Warning NYT Leeson is earning a very good living from a notorious past... Tokyo Stock Prices Hit 7-Month High AP Japan's Inflation Accelerates, Jobless Rate Falls in Boost to Consumption BL Yen Falls as Inflation, Spending Reports Fail to Boost Odds for Rate Rise BL China says to keep its currency stable Xinhua China Government Launches Steps To Curb Auto Indus Investment Dow Jones Peru races to top of world stock market league Times Online In Bolivia’s Affluent East, Anger at Morales Is Growing NYT Gazprom-Belarus: Pay up or cut off AP Thai central bank admits currency control error AFP "The lesson that we have learned is that market panics occur more than we thought, that the herd mentality of investors is strong" Thai Currency Controls May Last 6 Months AP Can Gulf stock markets shake of their gloom in 2007? AME Two top execs at Nikko Cordial to resign over accounting scandal AP US asks to install anti-missile radar in Japan AFP Heads roll over Nikko accounting scandal Kyodo
Weekend Edition (Dec 23-25). American Pie CIBC PDF U.S. Retail Sales Are `Strong' in Final Days of Holiday Shopping Season BL In a Happy Year for Stocks, What Happened to Yield? NYT Forecast 2007 Chapman My Personal Portfolio Mauldin Will the US Become a Banana Republic? Faber The way I see it . . . Russell Vacancy Theory Mish Krugman: Helping the Poor, the British Way Economist’s View A Historically Accurate Indicator for the U.S. May Not Apply Anymore Norris It's the Fed vs. the markets as main event of 2007 Kellner Secrets of the market are there for all to read FT Book: Anatomy of the Bear His homeownership is on borrowed time LA Times Gold Fundamentals Zeal Commodities far from hitting the wall as China caves in on ore price Australian Conspiracy Theories On Oil Prices Are Bunk NYP Founder of Wikipedia plans to rival Google Times Online Siemens chief bullish in spite of bribery scandal FT Wanted: hedge fund seeks gumshoe FT Toyota Raises Automobile Production on Increase in NA Demand B The man who saw the futures Fortune Booming Bible sales good for business Times Online Market value of Chinese stocks hits all-time high People’s Daily China Weighs Tax Hike for Foreign Companies China Economic Review Why are Chinese reluctant to spend? China News China’s cut-price engine of growth Times Online Cheap imported cars will soon flood the UK The Weekly Bottom Line TD BMO Weekly Focus PDF ASX takes aim at insider trades Australian Insider trading up with market S. Korea Has `Unlimited Resources' to Stabilize Won BL Koreans Mad About Stocks in China, India Korea Times Siemens boss ‘knew about bribes three years ago’ Times Online A huge blow to Thailand's financial credibility TheNation Yukos Tax Bill Raised $1.4 Billion, Securing Government Oversight of Sale BL Iraq's Grim Oil Politics Newsweek Iran Vows to Defy U.N. Nuclear Sanctions AP
Friday December 22. Stocks Have Biggest Weekly Decline Since July on Economic Concerns BL Sub-Prime Disaster in the Making Schiff Will Moderating Growth Reduce Inflation? Lansig A Plunging Dollar? How Far and Relative to What? EPI Country P/E Ratios: US, UK, France, Japan, India, Russia, Brazil TS Blog Consumer sentiment up slightly in late December MW CB Durable-goods orders rise 1.9% in November CBSM Personal Spending Rises 0.5 Percent; Incomes Increase 0.3 Percent BL Bernanke on tightrope in 2007 CBSM Special edition: Outlook 2007 NB Financial PDF Global economy faces a dangerous year Asia Times What Everybody Already Knows About 2007 Nystrom FX Trading -- Forecasting success Black Swan ’Cearly, the downturn is even worse than we’ve been thinking’ NYT Has Housing Bottomed? Data and Fifth Grade Math Says NO Jain Goldman Building Market for Home Price Derivatives Reuters The ‘foreclosure factories’ vise Business Week Gold in holiday mode FIN 24 Dreaming of a Gold Christmas? Fool What is Up with Natural Gas? To Uranium a candidate for top spot among commodities in 2007 Globe & Mail M&A bankers enjoy the boom but is the bubble about to burst? Telegraph M&A's record $5 trillion year Australian Toyota Forecasts Record Car Sales, Set to Surpass General Motors in 2007 BL JPMorgan, AIG Probes Widen in `Black Box' Schemes Hurting Poor BL U.S. Executives May Have Timed Stock Options to Reduce Taxes BL IBM distances itself from American scandal Times Online BP Failed Safety Tests After Texas Refinery Blast, Plant Manager Testifies BL Jabre, Fined by U.K. Regulators, to Raise $4.5 Billion for New Hedge Funds BL Fifth Samsung Exec Off to Jail TheStreet Siemens bribery scandal raises further questions FT Fidelity to pay its mutual funds $42 million for accepting gifts from brokers BG The National Christmas Tree... Indicator? EW 'Seinfeld'-inspired Festivus poles flourish this year AP Retailers brace for pushy mob of shoppers this weekend AP Asia joins Europe and the U.S. in private equity buyout boom IHT China to tighten land controls to contain rising prices AP China: Small clouds in blue skies Asia Times Paulson Feeds the Fire on China Business Week Yen Heads for Weekly Loss Against Euro on BOJ's Policy Minutes BL Baht Has Biggest Weekly Loss Since 2002 on New Restrictions BL Stocks fall further as investors ponder Bangkok Post Officials deny talk of 'stupidity price' Thailand: The fun has just begun DBS PDF Canada's economy continues to sit in the doldrums G&M French Business Confidence Falls on Euro's Climb; Consumer Spending RisesB Moscow property market soars, driven by oil wealth IHT Gazprom Takes Control of Sakhalin-2 Moscow Times Private equity 'facing default mayhem' Telegraph Zimbabwe to discuss $2billion loan from China-report Reuters WB ‘ uses doubtful evidence to push policies’ FT Indian businessman pleads guilty to bribing UN diplomat India Enews Livedoor Founder Says He Was Targeted AP George Orwell Was Right: 4.2 Million Cameras Watch Britons' Every Move BL North Korea Nuclear Talks End Without Agreement; U.S. Won't Lift Sanctions BL
Thursday December 21. Weak Data Shake Stocks TheStreet Kimberly-Clark Options Trading Surges 20-Fold on Speculation of Takeover BL Manufacturing in Philadelphia Area Contracts to Weakest Level Since 2003 BL U.S. Leading index increased 0.1 percent Conference Board Forget My Top 10 List. Here are Five Big Gripes Baum Iceland Unexpectedly Raises Main Interest Rate to a Record 14.25 Percent BL U.S. Economy Grew at 2.0%, Slowest of Year BL JClaims Up 9K Painted Into A Corner Cross Currents Made in USA: A Big Slump Roach Copper Price Corroborates Manufacturing Slowdown Kasriel PDF Global Rebalance, Consumer Imbalance PIMCO Bonds, Stocks, Gold Can't All Subsist in Nirvana Gilbert Russell's stingy with holiday cheer Brimelow FX Trading – Another embrace of the carry-trade? Black Swan PDF World Needs Better “Face of American Capitalism” than Private Equity iTulip Top Biz News of '06: Housing's Decline AP US pessimists say house price crash is inevitable Times Online The "Foreclosure Factories" Vise Business Week Liars' Loans Could Make Many Moan Dorfman Home construction hits wall Contra Costa Condos sit unbought along Carolina coast News Observer Gussied-Up Land-Flippers? Blog Avalon customers seek criminal probe Herald Tribune Experts question licenses Exchange-traded funds not ruffling gold, silver prices Chicago Tribune Oil Rig Shortage Slows Chevron's Bid to Tap Deepest Gulf of Mexico Fields BL Uranium to click again for investors Australian Outsize Profits, and Questions, in Effort to Cut Warming Gases NYT Carlyle's $1bn bid for Elkcorp hits resistance FT Raytheon Sells Business-Aircraft Unit to Onex, Goldman for $3.3 Billion BL Dubai To Buy Mandarin New York AHN Goldman CEO's $53.4M Bonus Breaks Record AP Hedge Fund Proposes $4.7B Delphi Plan AP Bristol-Myers cuts 2006 view MW 4 Houston-area plants may face pollution penalties Houston Chron Hooters to open in SKorea, but waitresses will cover up AFP Governor says G7 has failed and calls for IMF to take over Guardian "Failure to reform the international institutions will condemn them to irrelevance and obscurity. We are at this point.” Thailand's battered stocks fall again as foreign investors remain wary AFP Thailand Plans to Lift Investment Curbs When Baht Stabilizes, Tarisa Says BL Emerging markets risk hits record low FT Paulson faces fury over yuan stance Standard Japan's Export Growth Unexpectedly Accelerates, Easing Slowdown Concerns BL Asia Must Pass Buffett's `Naked Swimmer' Test BL Will the Bombay Bourse Soar or Sink? Business Week Mortgage lending in the UK surged to its highest ever level last month Guardian House market 'disaster' warning ThisisMoney Germany: The Boom Continues, But… BCA Research
Wednesday December 20. Wall Street Gives Up Ground TheStreet Bush wants bigger military for 'long struggle' CNN Tired U.S. consumer seen triggering '07 slowdown Globe & Mail Global credit: ‘How Much Longer Can It Last?’ FT Beware the overpriced debt markets in 2007 Economist Is the dollar doomed? Guardian Mogambo Fed committed to curbing inflation: Fed's Fisher Reuters Year-End Remarks Monetary Trends, January Issue St. Louis Fed Manufacturing activity Economist The Highwaymen MotherJones Why you could soon be paying Wall Street investors, Australian bankers, and Spanish builders for the privilege of driving on American roads. Are stock market levels sustainable? MoneyWeek A Fish Story -- The Rubber Ruler of Re-vision EW Mortgage applications decrease last week Reuters Rising Inventories and Price Cuts = Bottom of the Housing Recession? Kasriel 10 housing markets ready for a fall Fortune The Mortgage Bust Goes On Forbes Lies, Danged Lies, and Housing Numbers Fool NAR Concerned Over Rapid Increase in Foreclosure Rates PRN 2.2 Million Borrowers Face Foreclosure on Subprime Home Loans PR Survey finds alternative loans are still popular NC Times US housing slowdown drags on Wimpey Guardian The Year the Bubble Didn’t Burst in Manhattan NY Observer Mortgage fraud brings appraiser two-year sentence KC BJ Gold holds above $620 on softer dollar Reuters Gold and Deflation North Lee HK to start trading mainland gold futures People’s Daily Gold Marketing in Full Swing Korea Times Commodities and linked stocks may not offer same returns Reuters Investors a-glow on prospects for uranium Globe & Mail Fundamentals point to increased demand, but one analyst warns of bubble Chilean Stock Market Gains Set to Slow on Falling Copper Prices BL Gold nugget's glitter tarnished by history AP FedEx Net Rises; Shares Fall as Outlook Misses Estimates BL NYSE Shareholders Back Euronext Tie-Up AP Harrah's Agrees to Apollo, Texas Pacific Buyout Offer BL Delta, Airline Takeover Talks Spurred by Bonds at 20 Cents on the Dollar BL More blood in the biotech street CBSM Moody's downgrades Pfizer debt ratings FT Players Oddly Aligned In New Fannie Mae Case WP Regulator Says Morgan Stanley Withheld E-Mail in Cases Morgenson Morgan's 9/11 Excuse Falls Flat TheStreet Extra Care With GICs Bond Buyer Wall Street bonuses bubble into the billions AP Wall Street accounts for less than 5 percent of all the jobs in the city but more than 20 percent of the wages. Minks, Private-Jet Time Get Gift-Wrapped as New Yorkers Splurge BL Pain for the Richest Guys in the (Living) Room Lewis Perils of riding the takeover roller-coaster TheAge The hottest sectors of 2007 Money & Markets China Stocks Hit 5th Straight Record AP U.S. says China does not manipulate its currency Xinhua Treasury US Senate clearing way for action on China FT Thai official appeals for global action on the dollar IHT Thai Stocks Rebound After Government Scraps Rules BL Damage done despite U-turn TheStandard Thailand Discovers Fury of Investors Scorned BL Yen Trades Near Record Low Against Euro After BOJ Rate Meeting BL Japanese banks redeem investments FT Hong Kong property sets record price at auction FT Australia Asks Japanese: `Where the Hell Are You?' BL ECB's Trichet Warns of Inflation Risks AP Don't rush to join the euro IHT 'Frenzied borrowing' a threat to City Times Online Foreign acquisitions in UK reach record Times Online Shell May Take Cash for Sakhalin-2 Stake Moscow Times FSA broadens inquiry into insider dealing Times Online Angry oil and gas trusts battle with Ottawa over changes FP U.S. Not Winning War in Iraq, Bush Says for 1st Time WP Russian Foreign Min: Differences Remain On UN Iran Plan AP
Tuesday December 19. Dow industrials push higher CBSM Gold futures close with an over $7 gain Circuit City Posts First Loss in Six Quarters on Price Cuts; Shares Slide BL Fund managers expect slower growth in 2007, but not recession CBSM November Housing Starts Rise 6.7 Percent to a 1.588 Million Pace BL PDF Producer Prices Jump 2% in November; Core Rate Rose 1.3% BL BLS Sentiment Sours TD Monthly Webcast (Free Reg) U.S. Core CPI: A Return To Disinflation BCA Research Current Account Deficit - Foreign Investors Making It Up On Volume? Kasriel PDF Fed's Plan Is Clear - And Clearly Wrong Crudele Outlook 2007:Riding the Bull - The Return of Exuberance Wachovia PDF Who are the Buyers of U.S. Corporate Debt? Wachovia PDF Stock bulls' 'low risk' theory actually supports market bears Hulbert Wages of average workers trailing far behind surge in corporate profits LA Times Want To Feel Rich? Bonner Comptroller of the Currency Concerned About Mortgage Market Excesses Roubini 1929 Revisited Mish The foreclosure capital of the U.S. MSN New Mexico homeowners are feeling the home mortgage interest rate pinch NMB Huge Charges Hit Hovnanian TheStreet Housing Bubble and Real Estate Market Tracker Seeking Alpha Gold and silver steady, eyeing dollar Reuters Dollar has fallen, when is gold-Dinar coming Brunei Times Commodities may still be a good bet, the pros say, but only in moderation WSJ 2006 ends on a sour note for commodities CBSM Strike supports copper, market awaits US data Reuters Playing with Fire - The 10 Tcf/year Supply Gap -- Part I Energy Pulse Brazil's investment in ethanol has made sugar growers very rich MCT After the buyout boom: The bust? CNN A string of deals led by private equity firms will push buyouts to record levels this year. But if things turn sour, look out. Morgan Stanley's quarterly revenue jumps 24%; net profit dips CBSM Ford debt panics stockholders WSJ LSE Offers 50% Dividend Raise in Refusing Nasdaq Bid BL Euronext shareholders approve NYSE merger Reuters Feds sue ex-Fannie Mae execs for millions USAT Millionaire sues Citibank after funds go missing FT Toyota to be world's top carmaker in 2007: report AFP EBay to partner with Chinese company AP Sony Screws Up Next Generation Goldman's Blankfein Is Eligible for $87 Million Bonus After Record Profit BL Bloomberg Money and Finance Week close due to 'downturn in the market' PR Give Me Your Tired, Your Poor, Your Big Losers Dorfman Does Alpha-Beta Spell `The End' for Mutual Funds? Currier CalPERS approves stock investments in China, other hot spots SF BT Give me back Clarence, the guardian angel Farrell Thai Stocks Plunge Almost 20% ~ Most in 16-Years BOT Release: The BOT will closely monitor and assess the impact of this measure.” Emerging-Market Stocks Drop on Controls... BL Thailand triggers another Asian contagion Asia Times Some foreign banks not quoting Thai baht offshore-dealers Reuters Insurers soar on China IPO plans Standard Bank of Japan Keeps Key Interest Rate at 0.25 Percent, Awaits More Data BL German Business Confidence Unexpectedly Surges to Highest Level Since 90 BL What China Can Learn from Japan Business Week India's Retail Bonanza Business Week In gold-rush India, hotel rooms are scarce and expensive IHT Companies bracing for carbon trading: study Australian S Korea real estate bubble may burst Asia Property Report Suez and GdF tie-up close to collapse Times Online Nikko facing record fine, revises data Asahi Christie's French Auctions Rise 75% on Sale of Art Collections BL Iranian spokesman: “There will be no reliance on dollars” BBC Russia fails to resolve differences with U.S. and Europe on Iran sanctions AP N Korea Refuses to Discuss Disarmament AFP
Monday December 18. Rally Hits a Speed Bump TheStreet Gold, silver prices end at 7-week low as traders eye dollar moves CBSM Holiday sales growth about half of last year: report Reuters Home builders' confidence falls in December CBSM NAHB Crude Declines as Mild Weather Curbs Heating-Fuel Consumption in U.S. BL Looking to 07: Special Year-End Issue Morgan Stanley U.S. Current-Account Gap Widens to Record $225.6 Bln BL Performance Notes, Ouija Boards, Bollinger Bands, and Valuations Hussman Stock Strategists Raise Alarms With Unanimous Call for Rally BL Strategists at 12 of the biggest Wall Street firms agree that U.S. stocks will rally next year. The last year that happened was for 2001, when the Standard & Poor's 500 Index dropped 13 percent. Dart Tossing Again Reigns on Wall Street Dorfman No more bubbles to bail out the housing bubble MSN (Fleck) The stock market, the real estate market and the economy will get in sync on the downside -- it’s just a matter of when. Will bond bump upset Santa rally's sleigh? Brimelow Venezuela, Oil Producers Buy More Euros as Dollar, Oil Slump BL “The diversification strategy started this year.” Will the US dollar collapse? BrookesNews Are Americans ready for fiscal sanity? CS Monitor Rebalancing the Economy Newsweek Housing: Curb Your Enthusiasm About A Recovery Business Week Home prices still have room to decline, and it may take 15 years or more to reach new inflation-adjusted highs Growing Numbers of Homeowners Falling Behind on Mortgage Payments RTimes Risky business Toronto Star Roof caving in on some owners Newsday It's a buyer's market in Sacramento SF Chronicle At the current pace, it would take 9-months to sell all of the homes on the market 6 strategies to survive the real estate bust Fortune Gold bounces on bargain hunting, softer dollar AFX Modern Day Alchemy Texas Hedge Silver is the top pick for 2007 but trade carefully AME Bear Market in Metals, Led by Copper, Evoked by Supply, Hedge Fund Sales BL Gas prices rise 2 cents CNN Nickel a goldmine but lustre will fade Australian Australian Commodities PDF Farm exports to be hit by 100-year drought Australian Liquid coal: A cheaper, cleaner 21st century fuel? AP Express Scripts Offers $26 Billion for Caremark to Trump CVS Takeover Plan BL Corporate profits are at their highest level since 1929 Fortune Dirty Wall Street Secret: Hedge Funds of Funds Pay T-Bill Rates BLAfter Bankruptcy Filing, Recriminations Fly at Air America NYT Apollo in $9bn Realogy buy-out FT Nest egg to goose egg in no time LA Times Hong Kong overtakes LSE in value of flotations Times Online China bull run shows no sign of slowing Australian "Seldom, if ever, have we seen such a big rally based on such poor fundamentals and such overwhelming liquidity." The impossible mission of changing China Stelzer Hank Paulson On China And The Year Ahead Bartiromo Q&A Currency traders overlook Japan's recovery FT Booms, Busts and Bombs That Colored Asia's 2006 Pesek Trichet defends ECB against attacks by French politicians Forbes Beware false dawns in Europe King Germany's renaissance has boosted Europe, but a US slowdown could hurt Leveraged buyouts start to run into trouble Independent Is it time to worry of property bubble? Thewest.com.au Revamping US Foreign Policy, Part II - The misnomer of multipolarity Asia Times India's 40 million shopkeepers brace for Wal-Mart effect CS Monitor The Australian economy, falling productivity and recession Jackson
Weekend Edition (Dec 16-17). Week Ahead: All Is Calm Wachovia WFargo PDF Paulson, Bernanke Strike Out Mish In a Merger Wave, a Dangerous Undertow for Stocks Hulbert Party Like It's 1999 Mauldin Financial Sphere Profits Noland The Next Rogue Wave Puplava Inflation lull may be sign of trouble ahead Chicago Tribune Pundits: Where To Go For Growth in '07 Business Week Five pros with different perspectives and decades of experience handicap stocks Festivus Flow-of-Funds Stocking Stuffers Kasriel PDF The Downfall of the Dollar Sprott PDF U.S. Financial Data, December 15 Issue St. Louis Fed ? China to dump one Trillion in U.S. Reserves!!! ? Hal Turner How Near Housing Nadir? BMO Focus PDF Builders Taking "Big Bath" AP Hot spots, cold spots Fortune Un-Real Estate EW Many U.S. Homeowners Living On Borrowed Time TheDay HUI Leverage to Gold 3 Zeal Silver, Gold Get Hammered Hard As Strong Dollar Sparks Liquidation IBD The rise of bullion funds Gulf Daily Copper hits six-month trough on growth angst Reuters China urges oil consumers unite Reuters Yearender: Oil prices expected to be high in 2007 Xinhua China expected to import 140 million tons of crude oil in 2006 Xinhua US BioEnergy Corp. up more than a dollar in Wall Street debut AP Dividend stocks' allure seen up on economy concerns Reuters Say This About the Rich -- They Love Tax-Free Bonds Mysak Bonuses: are they necessary, evil or both Times Online Seasonal payouts on Wall St set to break records Times Corks popping LAT NYSE-Euronext deal could usher in new era AP China to allow Nasdaq, NYSE to open offices AP DaimlerChrysler hit with $800M verdict Reuters Judge says he will OK Refco's plan for leaving bankruptcy Chicago Tribune Stock Scam Losses May Exceed $100M NYP Strikers Picket 150 Goodyear Stores AP A Time to Hunt for Bargains NYT Don't Screw Up Your Life This Christmas Fool Emerging markets outstrip U.S. in '06, but outsized gains ring warning bells MW China-U.S. Trade: The Real Issues Business Week Bank of Japan to Raise Rates in January, Survey Shows BL No hike next week Ottawa to allow trusts to double in size over next four years Globe & Mail Manufacturing Still a Drag On Canadian Growth BCAR Weekly Bottom Line TD Profit growth cools for Canadian dealers G&M End is nigh for banking bonanza Australian No panic on the high street - yet Guardian Household Debt to Weigh on Economy Korea Times Is the RBI being irrationally exuberant? Business Standard Westinghouse Wins $5.3 Billion China Nuclear Plant Contract, Trumps Areva BL TSE, Mizuho in Legal Face-Off Over 2005 Botched Trading Kyodo Cadbury first big customer to sue Amcor Australian US investors sue JP Morgan over Gwalia Australian
Dollar Posts Its Biggest Weekly Gain in Four Months on Outlook for Growth BL Treasuries Fall a 2nd Straight Week as Federal Reserve Holds Rates Steady BL
Friday December 15. Dow Sets New Benchmark TheStreet Gold Prices Tumble General Electric Shares Surge, Posting Biggest Gain in Almost Three Years BL Dell gets Nasdaq non-compliance letter on delayed filing CBSM Ben and Hank's Not So Excellent Adventure Schiff Dollar Climbs as Foreign Investors Buy More US Securities BL TIC How to avert a Russian catastrophe Jubak Bernanke backs off from 'subsidy' accusation FT U.S. November industrial output rises 0.2% on autos CBSM FED Consumer prices flat in November CBSM BLS - Ts Soar Bernanke gently prods China to free more markets MW Speech Trust Me, Ben, If Mervyn Can Do It, So Can You Baum My 2007 portfolio: cash, farm land and precious metals Faber Signs point to short but nasty bear market in new year Toronto Star Crash alert Bonner Contrarian sentiment hints bull market isn't done yet Hulbert Garzarelli: ‘Wrong Time To Be a Wimp' Dorfman Actual rate is much higher than CPI, U.S. economist says FP From Globalization to Localization Roach The Ripple Effect of Housing and Autos Comstock The Resilient Economy Barron’s (Barnes Q&A) How Dangerous is the $ Drop? Spiegel $ will continue to depreciate PD Can the Second Coming of Paul Volker Save the Dollar? Fekets FX Tibits Pentagon Seeks $99.7 Billion Extra Spending for Iraq, Afghanistan, Terror BL Boomers and retirement: Trouble ahead! CNN Has Nonresidential Construction Peaked? Calculated Risk Sub-Prime Bond Downgrades May Increase, Fitch Says BL Anthony Downs on Real Estate DJC More homes are going, going, gone USAT Home prices, sales continue to fall ContraCosta Times Bay Area housing market keeps sliding SF Gate Auctioneer's Perspective Mish Mortgage fraud is rampant in Florida Miami Herald 488 mobile homes for sale: $1 million each CNN Hot streak in Canadian housing set to come to a halt Globe & Mail Once Again, A Good Year Aden GATA: Secrecy of Gold Lending Condemned in New Study PR PDF File Gold May Rise as Dollar Extends Decline, Agricultural Bank Says BL Canadians go west in black-gold rush CS Monitor Revenue from oil patch rights a real gusher G&M Shell Oil Complex Attacked in Nigeria AP Seven banks adopt SuperDerivatives' commodities and energy platform BankingT Copper in Shanghai Gains After Codelco Says Supplies Disrupted BL Indonesia Sees 13% Rise In Oil Investment In 2006 Dow Jones Uranium red-hot on skyrocketing demand Mail & Guardian Clayton, KKR May Bid for Ahold's $6 Billion Foodservice Unit, People Say BL Dell delays quarterly filing due to accounting probe Reuters Apple Delays Black & Decker sees fourth-quarter profit below consensus CBSM Fannie Mae, Freddie Mac Yields Decline as Lawmakers Plan New Regulation BL Why the Chipmakers Are Down for '07 Business Week Barring the Hedge Fund Doors to Mere Millionaires Ledger (NYT) Morgan Stanley's Mack Gets $40 Million Bonus, Record for Wall Street Head B Criminal Inquiries Look at U.S. Oil-Gas Unit NYT Former hedge fund exec guilty Journal News Municipal Bond Probe May Spur Damage Claims, Legal Experts Say BL Will silver cars tarnish stock market? Denver Post Dodge & Cox Fund Stands Back From Bond Stampede Currier And now for some investments you shouldn't make USAT Japan Business Confidence Rises to 2-Year High, Easing Slowdown Concern BL Nikkei vaults to 7-month high Reuters Yen Heads for Biggest Weekly Loss in Three Months After Tankan BL Asian Central Banks May Spook Investors in 2007 BL Bullish stock market hits historic high China Daily Paulson: US, China Agree on Steps to Reduce Imbalances BL Talks End With Few Signs of Progress on Currency Issue NYT U.S.-China talks end, no results AP China currency hits record high China Daily How and Why Chinese Firms Excel in 'The Art of Price War' Wharton New ways to recycle fat profits in China Economist The Balance Sheet Approach to Financial Crises in Emerging Markets Levy Another Blow to Belarus as Russia Slaps Duties on Oil Exports Global Insight Downing St forces closure of fraud inquiry into BAE deal Times Online Savers receive 'poor rate deal' BBC Tanla Solutions IPO subscribed more than 33 times Moneycontrol Indian Companies Are on an Acquisition Spree: Their Target? US Firms Wharton South Korea faces economic uncertainty Asia Times Current Geostrategy in the South Caucasus PINR Japan 'most communist country in the world': Horie AFP Is merger mania over? ThisisMoney Gallaher accepts £9.7bn takeover Guardian Could Iran help the US stabilize Iraq? CS Monitor Iranians vote in electoral test for Ahmadinejad Reuters
Thursday December 14. Bulls Spring Into Action TheStreet Manufacturing Growth in NY Slows Less Than Estimated BL NY Fed China pushes back against Paulson Fortune Rolling the dice on China's banks Roach of Morgan Stanley Expects Slower Global Growth in 2007 Bloom TV Oil Rises as OPEC Agrees to Cut 500,000 Barrels as of Feb. 1 BL Bear Stearns, Lehman Brothers Profits Beat Estimates, Led by Debt Trading BL U.S. November import prices rise 0.2% CBSM A Dubious Optimism About the US Economy Richebacher Fitch: Uncertainty over U.S. economy poses risks for emerging markets AsianB S&P sounds warning on rising debt defaults Telegraph The current takeover spree by hedge funds and private investors armed with debt may end in tears as the credit cycle peaks Housing slows, consumers go shopping CSFB PDF Jobs recovery at five reveals uniquely weak expansion EPI Parts of America's mortgage market are in turmoil Economist Bankers Report More Mortgages Being Paid Late or Not at All NYT High-Cost Mortgages Putting Many Homeowners at Risk WP 2006: Year of market correction Inman Housing prices hit by biggest drop on record Union Tribune Real estate fraud rises in US CS Monitor Colo. drops to No. 2 for foreclosures Denver Post Testing the new year's metal Brimelow Misunderstanding Gold North Base metals may dip in 2007; Gold could reach $750: GS Metals Place Commodity Prices Are Overextended BCA Research Commodities boom seen as 20-year boost G&M BofC Release Saudi Oil Min: Oil Market Isn't Fully Balanced Yet Dow Jones OPEC May Postpone Cut in Production as Crude Oil Holds Above $61 a Barrel BL Minerals super-cycle going strong Australian Top of the range pricing for China Coal's $1.7 billion IPO Finance Asia Indonesia, Malaysia push a biofuels cartel Asia Sentinel Justice Department eases grip on legal tools used to fight corporate scandals AP Whistle-blowers called the changes a setback for shareholders and employees who risk losing billions in pensions and savings if scandal-tainted corporations aren't fully investigated. S.E.C. Eases Regulations on Business NYT Did Sarbox Make Companies Cleaner? CFO A new report credits 404 with lowering the number of errors finding their way into financial statements. SEC Aims to Fix "Hotel California" Image CFO Fannie Mae sues former auditor for $2 billion AP KPMG Plans Counter Suit New Fed Case in Muni Market Looks Like the Old Case BL Chrysler Will Extend Shutdowns to Reduce Inventories, Person Familiar Says BL Mark Hurd is not done cutting at Hewlett-Packard. Not by a long shot BW Home Depot moves into China Times Online Sun-Times suspends its dividend AP HP CEO asked to explain stock sale FT The Lonely, Lonely Life of a Wealthy UBS Client Gilbert Which Sectors Have the Best Prospects Over the Next 12 Months? Global Insight Chinese Stocks Close at Record High ~ Currency Climbs to a New High AP Paulson Calls for More Flexible Yuan as Summit Opens BL Part II - Paulson, China and the turmoil beneath Asia Times Part I - Washington's mysterious China policy Asia Times Paulson's China Obsession Misses the Big Picture Pesek Americans prepare to play good cop, bad cop with China TimesO Banks face difficult year Shanghai Daily Recession risks to unleash `the curse of 7’? Standard Some economists predict another financial crisis will occur in 2007 - linking it with the 1987 stock market crash and the 1997 Asian financial crisis, the so-called "curse of 7" which has cast a spell on Hong Kong over the past two decades. Japan: Trouble in Toyland Business Week China, India Will Be IT Superpowers in 07 ZDNet Asia (IDC) U.K. Retail Sales Unexpectedly Rise for Second Month, Gaining 0.3 Percent BL S&P too finds stocks overvalued India Times Strike shuts down Indian states BBC Gloomy scenario for equity markets Australian Canada: Chasm widens between rich and poor G&M Stora Enso Denies Price Fixing in U.S. AP
Wednesday December 13. Goldilocks Bloodies Bonds TheStreet Fed Is More Focused on Inflation Than Growth Berry Treasury's Budget: Positive Now But Problem Ahead? Wachovia PDF Ex-Enron CEO Skilling Reports to Prison AP Ritchie Capital To Shut Fund on `Unforeseen Circumstances' BL Soros Appeals French Conviction in European Court BL Insider Trading of Derivatives Won't Be `Tolerated' BL State of U.S. Households' Balance Sheets - 3Q06 Update To Mogambo More borrowers opt out of riskier mortgages for fixed-rate safety CBSM Treasuries Drop as Sales Report Suggests Consumers Sustaining Economy BL Retail Sales Increase 1.0 Percent, More Than Economists Estimated BL Census On The Economy, The Fed & Where To Invest Now Halbert US banks predict sterling set to crash Telegraph FX Trading – Validation of the inkling? Black Swan PDF Rumors of the dollar's death may be greatly exaggerated! AME Dollar's decline widely expected AJC American Debt and the Future of the U.S. Dollar Sennholz Money is too Important to Trust with Central Bankers! Dorsch Twelve Days of Christmas Bust 2007 iTulip 25 Surprises for 2007 TheStreet Eaton Vance manager: Markets poised for upset Reuters Big-Stock Slump Is Turning Into a Long-Term Thing Currier Global slowdown under way, says World Bank R Global Economic Prospects Mortgage Applications Jump 11.4 Percent as Lower Rates Spur Demand BL But economists note 'substantial' cooling in market for U.S. housing AP Maui home prices fall 18 percent Honolulu Advertiser Explosive Increase in Massachusetts Foreclosures as Holidays Approach BW Teardown trend crumbling AP Rent increases trump workers' income growth CNN PDF File Housing burden grows: Costs crush Mass. poor Boston Herald Gold Falls in London as Decline in Oil Prices Spurs Selling BL Mining leader: Gold boom probably only half way through AP Gold index takes global turn, but Canadian names dominate G&M Rogers: Commodities Bull Run To Last Until 2014-2022 Dow Jones US$50 bn commodities boost till 2008 - Barclays Mining Journal ETF Securities launches 25 exchange traded commodities on Euronext AFX Oil Is Little Changed on IEA Forecast, Doubt of OPEC Supply Cut BL Iran Oil Min: Any Oil Price Below $60 Isn't Very Good Dow Jones Copper Futures in Shanghai Fall on Demand Concerns, Stockpiles BL The Cost of an Overheated Planet NYT GE downbeat on earnings growth FT Money mania Dallas Morning News U.S. firms could raise $225 billion in private-equity funds this year, soaring over 2000's $177.8 billion... Hedge-like mutual funds bring risk to the masses Gannett SEC may raise standard for hedge fund investors AP Turning Hedge Fund Dollars Into Works of Art NYT Hedge Funds Pace London Rents as Managers Cut Commute BL Europe set to seize US banking crown Times Online FT Backdated stock options face stiff tax bills WSJ Be Wary Of Bid-Rigging, Players Warn Bond Buyer An Ugly Picture for LCD Display Makers Business Week Google set to free up stock options trade FT Workers Whose Stock Options Left Them in Debt to Get a Break BL I Like Half of the New Bunny's Picks Dorfman A Look At Pfizer And Other Value Ideas Seeking Alpha Skilling Ordered to Prison Immediately AP Spitzer sues UBS for fraud Times Online Reagan Official Is Investigated For Possible Fraud AP Foreigners more likely to lose in US courts FT Greed and the markets MSN Special Exposing bloated CEO salaries and compromised corporate ethics China's Industrial Production Accelerates as Exports and Spending Increase BL Avoiding fireworks in China CS Monitor 2/3 of FDI in China comes from overseas Chinese? China News Yuan Advance to Spur Asian Currency Rally in 2007, Societe Generale Says BL India to Overtake China's Growth, Credit Suisse Says BL Yen Slides as Japanese Official Signals Cut in Growth Forecast BL Numbers don't add up in Japan's guesstimates of economic data Australian Yen May Weaken as Morgan Stanley, Barclays Cut Growth Forecasts BL U.K. Unemployment Unexpectedly Fell by the Most in 2-Years in November BL Rate rise threat grows as inflation surges to 10-year high Times Online Russia: Growth slows a little Danske PDF IMF Identity Crisis FPIF Guangshen plans 10.4b yuan IPO TheStandard Scandal-plagued Duskin goes public Asahi Short-Term Foreign Debt Rises Above Pre-Crisis Level Korea Times Canadian dollar drops to eight-month low Globe & Mail Free trade vs. economic pain in Ecuador CS Monitor Free apartments in Mumbai, but not everyone is happy IHT Antitrust raid on German power groups FT Police raid Airbus parent's office AP Will lending law revision put brakes on debt-driven suicide? Japan Times Let's Send Kim Jong Il Spam, Faux Fur Pesek Wolfowitz Clashes With World Bank Staff and Mideast Chief Exits BL Half of the bank's 29 highest-level executives have departed since Wolfowitz took office in June 2005.
Tuesday December 12. Odds of rate cut in early-2007 remain unchanged post-Fed CBSM Fed Keeps Interest Rate at 5.25%, Stresses Risk of Inflation BL FOMC Text Budget deficit falls to $75.6 billion in November CBSM FMS JPM Hires Former SEC Enforcement Chief Cutler as Top Legal Officer BL Best Buy Misses; Shares Drop BL Goldman Profit Nearly Doubles Trade Deficit in October Narrows More Than Estimated to $58.9B BL Census U.S. employers' hiring intentions inch slightly lower CBSM PIMCO's Gross: Rate cuts coming Reuters Fed May Signal Inflation Is Still Greater Threat Than Slowdown BL Federal Reserve may have hit speed limit FT The challenges of 2007 FAsia US Economy: The Weak Spots for '07 BW Citigroup explains why there could be problems ahead. That Soft Landing May Actually Be Hard Dorfman Global Transitions Roach Transatlantic Economics Stelzer Globalisation of Finance Saville It’s a “Growth Recession,” Not a Lasting Downturn Berner Interview with Paul Kasriel Mish Recessions Are Great Opportunities North Dollar's Two-Day Gain Halts as Paulson to Press China on Yuan BL USD shorts near record highs Danske PDF Real Estate Expected to Flounder in 2007 AP How Bad Will the 2007 Property Market Be? Business Week Subprime Credit Crunch, the Cult of Greed, and “Liquidity” Winter Blog Home lenders brace for bad news, legislation Reuters Risky mortgages imperil market WT Subprime Meltdown PR 'Short sales' called an emerging trend Union Tribune A loan that'll get ugly fast LA Times Gold steadies ahead of Fed meeting but vulnerable Reuters Dollar's decline revives prospects for gold in '07 IHT (BL) Merrill Lynch raises gold, silver, uranium price forecasts CBSM Long-time bull Jim Rogers pushes commodities for kids, adults MoneyWeb Global commodity markets to deliver below-average returns in 2007 NewRatings Rain in Florida improves outlook for orange juice IHT (BL) China officials see 'disaster' if grain diverted to biofuels - report AFX Russia: A commodity giant wakes up India Times SEC to take fresh look at hedge fund rules FT Before undoing 'S-Ox,' consider law's purpose Airzona Republic Texas Instruments Cuts Fourth-Quarter Forecast on Lower Chip Revenue BL Toyota looks to top GM in '07 AP More bank mergers expected in 2007 AFX UPS Seeks More Cuts, Offers Severance AP China OKs Goldman Purchas of Meat Giant AP Weak Dollar Plays Wachovia PDF Exporters are not the only way to play the weakening dollar... Bill Miller's streak nears an end CNN Berkshire's vice chairman sells $16 mln in shares Reuters AIG unit to buy Dubai company's U.S. ports Reuters Senate puts block on Bush's CFTC nominee FT Exchange-Traded Credit Derivatives Threaten Morgan Stanley, Bank Monopoly BL Ex-Enron CEO Skilling Gets Prison Delay AP Black's Prosecutors Lay Out Case Against Him in 81-Page Filing BL Bank stocks deal body blow to Sensex party Financial Express IPO fever reigns TheStandard “Even in 1997 during the red-chip fever, so many IPOs were never offered at the same time” China outflow risk warning TheStandard China's economy will face a recession more devastating than the 1997 Asian financial crisis if capital flows out of the mainland Japan's Producer Price Gains Slow as Oil Costs Ease BL BOJ may buck pressure and raise rates Kyodo Bank of Japan's Headwinds Complicate Recovery Pesek China wealthy to exceed Japan's within next decade - report Forbes U.S.-China Talks: Don't Expect the World Business Week Asian art boom mirrored elsewhere as global rich get richer FT For an Asian Bretton woods India Times Property prices set to slow down next year, says bank Times Online Experts challenge Brown over growth outlook Times Online ECB Financial Stability Review - December ECB PDF Putin signals end to overseas ownership of Russian energy Times Online Echoes of Stalin mean that Russia is still a gamble Times Online Banks Face Higher Loan Loss Reserves Korea Times Shanghai: Port with the biggest cargo-handling capacity in the world China News Nobel Winner Warns of Dangers of Globalization NYT Time to Face Facts About Surging Iraq War Costs Hassett
Monday December 11. Stocks Climb on Takeover Speculation; Sabre, Biomet Shares Advance BL Dollar Falls After Greenspan Says He Expects Weaker Currency BL Gold Up Phase Three: The Speculative Blowoff Hussman Adens doubt U.S. dollar bullish on bonds Brimelow FX Trading – Hodgpodge BS Five Profit Bonanzas from a Dollar Decline Weiss Go and catch a falling dollar, Chairman Bernanke St. Louis Today Bernanke Wins Fed Inflation Credibility by Deflating His Office BL Fed enters tricky territory USAT Why a US recession seems more and more likely MoneyWeek Most Important Economic News Stories of 2006 Baker US economy chugs ahead despite auto and housing slumps CS Monitor Money flows on faith in the Fed LA Times Franklin Templeton, U.S. Bancorp Buy Fewer Treasuries as Dollar Declines BL Wall Street Earnings May Peak After Three Years of Record Gains BL You can succeed despite your stumbles MSN (Fleck) At session's end, Congress cuts taxes - Last nod to oil drilling CS Monitor With the housing boom over, its dark side is coming to light, including fraud OCR Many Rueful Buyers Try to Escape Builders' Ironclad Contracts WP Bubble and squeak Financial Express While America’s housing market cools, property elsewhere is still hot Home Equity Down, While Household Net Worth Is Up WSJ Gold Rises From Three-Week Low Amid Buying From Middle East BL Gold Is Cheap, Yamada, Banks Assert as Sales Pared BL Merrill Lynch questions the strength of metal prices Financial Post Brokers Look To Easing Metal Prices FN Arena Precious-metals bull run revitalizes Silver Standard Vancouver Sun Mining boom to peak within two years ABC Victoria Oil producers shun dollar FT Corus accepts $14.2bn bid from Tata Steel AFP Energy, commodity projects under Kremlin pressure Reuters DuPont ups outlook, to cut jobs CBSM Goldman Hires Amaranth Traders as Hedge Fund Stumbles BL Hedging ’06: Year to Read the Caveats NYT U.S., UK back Berlin's G8 hedge fund initiative: paper Reuters An arbitration nightmare for a former Morgan Stanley investor Morgenson S.E.C. to Ease Auditing Standards for Small Publicly Held Companies NYT FASB Proposes Improved Disclosures for Derivatives and Hedging Activities VC rises to dotcom bubble levels FT Mighty Microsoft struggles to keep up with Google's prosperous game IHT Sandisk May Experience an Aggressive Decline This Week Seeking Alpha Home Depot set to announce China deal Reuters Buffett sees $14 bln boost to Berkshire net worth-Barron's Reuters Computers that digest the news to change trading Times Online Bankers Set To Rake In $$ NYP Nasdaq's stalling tactics set to end this week with formal £2.9bn offer for LSE TO Thousands of ‘Enrons’? India Times Surprise at union's reaction to pension issue Philly Inquirer Q: How do you reduce a pile of debt? USAT Bloody Monday: Sensex closes 400 pts down India Times “Bank shares witnessed panic-selling” China's Inflation Rate Accelerated to 1.9% B Chinese Stocks Head for Records China's banks are the Achilles heel of the global boom Telegraph A Broad Dialogue With China Paulson Crisis in China Could Devastate the U.S. Moscow Times China risk to world economy, says Schwab FT US trade chief says China puts world economy at risk FT US tries to tame the Chinese tiger CS Monitor “China has faithfully implemented WTO obligations” ChinaD China's CB to issue daily benchmark interest rate Xinhua The `Skyscraper Curse' Is Worth Watching in 2007 Pesek Pimco, Fukoku Buy Riskiest Japanese Bonds as Economy Expands BL Fed and OPEC Could Relieve Market Jitters Moscow Times Central London house prices up 26% this year, agent says Times Online 'No more boom and bust' - an epitaph for Chancellor Brown King 'Iron Chancellor' drowns us in debt Telegraph Is falling unemployment bad news for the Australian economy? BrookesNews Households taking on increasing debt Korea Herald Financial firms warned over lack of transparency Gulf News Coming up, a bear-trap or a bull-massacre DNA India The sordid history behind Africa's conflict diamonds CSMonitor Siemens scandal rocks Nokia link Australian Zimbabwe Nov inflation accelerates to 1,098.8 pct Reuters Black-Market Weapon Prices Surge in Iraq Chaos NYT
Wekend Edition (Dec 9-10). Week Ahead: The Economy, the Labor Market and Bernanke: Part II Wachovia P The Fed's fateful meeting WT Which Economy Will Guide the Fed? NYT Mixed signals are dividing the experts Times Online Where is the US$ Headed? Mish Global Lessons Roach Q3 2006 Flow of Funds Noland What's Really Going on With Bonds? Schiff Hook Treasury Volatility Nears Year High as Fed Speculation Climbs BL PayPal guru is betting on deflation Australian Few money managers are prepared for the turbulence ahead... Red alert! Greenback in danger . Women and children first! G&M Americans' Pocketbooks Pinched by Euro, Pound WP O Christmas Tree, How Costly Are Your Branches WSJ The Mystery of Falling State Corporate Income Taxes FRBSF Overview of Market Fundamentals Decision Point When Will the Housing Market Bottom? Mauldin False Dawn for Housing Demand? Berner Home Borrowers Falling Behind WSJ The Dangers of Frankenstein Financing! Money & Markets Housing outlook in 2007? Weaker Oregonian Similarities Between Toll Brothers and the Nasdaq 5-Years Ago S Sacramento Area Flippers in Trouble Blog Gold and Dollar Decoupling Zeal OPEC set to cut output amid carping over quotas AFP Congress approves offshore drilling bill Reuters Democrats Plan Oil Royalties Inquiry NYT OPEC likely to refrain from further output cut: report Xinhua Expect 20 hedge funds to collapse each year, warns FSA Times Online Goldman's Flagshit Hedge Fund off 12% for year FT American economy under threat from notes on a scandal Times Online Since March, the number of American companies that have disclosed internal or government probes into their stock- option practices has soared to more than 160. Fannie Takes a Load Off, But it's not free yet CFO Weaker Dollar? Bet on Bigger Firms WSJ BoA eager to offer £60bn for Barclays, say Merrill analysts Times Online Heavy Day of Trading in 2 Banks NYT RIM to miss filing, risks incurring wrath of OSC G&M Airbus wants Russia to build more of A350 after costs rise BL S&P Sees Credit Quality Slide in 2007 CFO Bank Regulator Fines Grant Thornton $300K CFO Sony joins DVD war as new Blu-ray machine hits stores AFP Buffett goes broke in 45 minutes ... in charity poker game AP I was confused. I thought the low score won.” Paulson Says U.S. Must Fight Protectionism to Protect Growth BL The Dragon's metamorphosis Asia Times Chinese central bank warns on risks in real estate sector Xinhua Strongest debut since '97 as CCS soars 85pc Standard China, Japan Fence Mending May Help Asia Reap Trade Benefits BL China Automakers see tough road to global market Reuters China's WTO membership a turning point for the world: analysts AFP Spotlight: Italian politician navigates the country's massive debt IHT Sell Canada? BMO The Week Ahead: Left Out in the Cold CIBC PDFs Canadian Trust sector could wither to less than 50 firms G&M Funds Dive Into Vietnam, Maybe Without Looking Korea Times Poland: Expect more turmoil Dankse PDF Five years of the euro: expensive coffee or economic boon? AFP Britons Fume as U.K. Utilities Raise Rates After Drop in Wholesale Prices BL Hybrids not profitable, Nissan exec says Japan Times EU opens in-depth probe into Universal/BMG deal Reuters Scania chief apologises after calling MAN's bid a 'blitzkrieg' Times Online Ex-Miyazaki gov. arrested/ Ando becomes 3rd gov. held over bid-rigging Yomiuri
The Weekly Bottom Line TD PDF Treasuries Post Biggest Weekly Drop Since June as Economy Adds Jobs BL
Friday December 8. Treasuries Fall as Prospect of Interest-Rate Cut Dims BL $ Up - Gold Down OPEC output falls in Nov., but above cartel's target: Platts CBSM What? Me Worry? Comstock As Emerging Markets Hit New Highs, Risk Rises Too Currier ‘Irrational Exuberance' Baffles 10 Years Later Berry U.S. Adds More Jobs Than Estimated; Unemployment Rate Rises to 4.5% BL RBC Cash: Consumers Less Cheery as Holidays Near AP The U.S. Bond Rally: Late Stages? BCA Research Debt bubble to burst in 2008 Reuters Corporate-buyout fever spreads, and now investors catch the bug Star-Ledger Neptune says M&A boom still in early stages Reuters Saga of falling dollar not over by far FT Asian Development Bank urges unity on dollar's fall IHT Lehman Sees Euro Falling 12% Against Yen 2007, 4% Versus Dollar BL FX Trading - Crossover? Black Swan The plan to destroy America – via the dollar WND Long a Laggard, Wages Start to Outpace Prices NYT (R) U.S. Financial Data, December 7 Issue St. Louis Fed Aging Bull: Investors have pinned their hopes on the stockmarket Economist Dow 16,000 in '07 TheStreet Risk, Manipulation and Liquidity Smith Blog Oil Advances for Second Day After Militants in Nigeria Kidnap Four Workers B Bet The House Forbes - Grant (R) US subprime loans face trouble FT Don't believe talk that the worst of the real estate downturn is over. Too many funky loans are out there. Housing dominoes continue to fall Salon Are US New House Prices Really Falling? Loomis-Sayles PDF Lenders feeling pain as more homeowners default in U.S. FP Mortgage Industry Cratering Under Fraud Revelations OpEd Cash-Strapped Homeowners Can't Make Payments ABC Housing Bubble and Real Estate Market Tracker Seeking Alpha Foreclosure Day in Atlanta EW ‘Flipping’ properties is speculating, not investing, and carries big risks Citizen-T The Slowdown in Global Housing Markets IMF NYC skyscraper sale sets new record CNN Culturally, Hedge Funds Go Public NYT (R) Investors add a bit of hedge fund to portfolio mix USAT Marshall Wace breaks hedge fund record Times Online Citadel sells $500 mln in hedge fund first Reuters Amaranth's $6.6 Billion Slide Began With Trader's Bid to Quit BL Ford's global chief is latest exec to bail Dow Jones Sony PlayStation 3 Misses U.S. Sales Target by Half, Trails Nintendo's Wii BL Glut Fears Crack Corning TheStreet Xilinx Cuts Monsanto, Pioneer Fight for Seed Market AP HP to pay $14.5M to settle lawsuit over snooping on directors, journalists AP Secret Material OK'd in Nacchio Trial AP Ex Fannie Mae executives to be sued for 'misconduct' AFP NYbot's Members Get Ice Bonus: $500M NYP Fat Cat Parade New study challenges conventional wisdom on income trusts G&M (R) 10 top stock picks for 2007 Jubak Proven strategy to take advantage of the January Effect Hulbert Global liquidity posing 'exceptional problems' for China - Merrill AFX Paulson pressed for progress on renminbi FT NYT Bush to start laying out trade complaints against China AP China's export growth to slow down next year, report Xinhua China's banking sector: Ripe for next stage? Deutsche PDF China's Harvest Fund raises 40 bln yuan from one-day offer - report AFX China Milk issues convertible nine months after its IPO Finance Asia The conversion premium is the highest by a Singapore issuer this year... Japan's Machinery Orders Miss, Economy Grows Less Than Expected BL Limits Are Seen to a Decade of Expansion as Japan’s Growth Is Revised Downward NYT (R) Confident Japanese generation has no fear of overseas investment Times Online While many companies are still haunted by the string of failed mega- mergers during the bubble era in the 80s, others are starting to dip their toes into the water. India, Brazil Search for the Global Spotlight Pesek Banks brace for slew of defaults FT House prices continue rising sharply Times Rate rise sees lenders cash in Housing recovery stalls with financing fall SMH Canadian Chartbook Wachovia PDF Canadians get wealthier, but debt piles up G&M Minister Warns of Housing Bubble Korea Times Global warming: a few skeptics still ask why it's happening CS Monitor Consumption Has Finally Caught Up With Us Alertnet
Thursday December 7. Buyers in Short Supply TheStreet Consumer credit drops at fastest pace in 14 years FED AP Orange Juice Prices Rise to Record as Outlook for Florida Citrus Crop Dims BL U.S. mortgage rates drop for 4th straight week Reuters Subprime lender Ownit Mortgage shuts down CBSM ECB's Trichet Says Interest Rates Still `Low' After Sixth Increase in Year BL Monster jobs index at record in November CBSM Initial Unemployment Claims in the U.S. Fell 34,000 to 324,000 Last Week DOL Rate cuts seen as U.S. economy weakens -study Reuters What's the Fed up to when Yield Curves "De-Invert"? Kasriel PDF China CB sees risk of US dollar slide on asset sell-off AFX Asian Currencies Advance After China Says Dollar May Decline BL Minyan Mailbag: Liquidity and the Falling Dollar Minyanville Tracing dollar trouble back to Bretton Woods MoneyWeek Global Investing bearish on dollar, too Brimelow FX Trading Black Swan Korean won sets new 9-year high against U.S. dollar Yonhap The Earthling insanity 'end-game' Mogambo Best Quotes of November Supply, Demand, and Shamanism Corrigan Zero Visibility Wakefield Asset Allocation for the Upcoming Year To Junk-bond managers maintain high hopes CBSM The missing pay hikes CNN Homeowners optimistic about market, poll show Dow Jones An Economic Pillar on the Verge of Collapse WP Home-building slump cuts into sawmills' income as lumber prices fall USAT Mortgage bank abruptly closes Denver Post Suddenly, the NW Ark. real estate market isn't so hot Arkansas Times After The Correction, Gold At US$700/oz FN Arena 'Alleged lunatic fringe' sees $1,000 gold Globe & Mail Return To The Gold Standard? Seeking Alpha Rising biofuel use may push crude below $40: Expert India Times Citigroup launches Commodity Murabaha Investment products Asian Banker Commodities: Palm oil rallies on concerns about reduced output IHT (BL) U.S. Criminal Probe Rattles $2 Trillion Municipal Bond Market BL Fannie Mae faces work after restatement AFX History of Fannie Mae Scandal Ford could borrow up to $23B Det News Hershey Lowers Profit Forecast, Blaming a Recall NYT Wal-Mart's Indian Connection Business Week Barclays suffers fresh setback in Enron case Times Online Former investigator has exposed SEC's fear of the powerful CBSM Two Ex-Homestore Finance Execs Sentenced CFO NY court rules against class action status for IPO suits AP ECB Raises Benchmark Interest Rate to 3.5 Percent, Sixth Increase in Year BL Japan's Bonds Fall on Concern BOJ to Boost Rates This Month BL Japan's Population Fall a Case for Freakonomics? Pesek R&D firms worried about '2007 problem' Yomiuri A massive number of baby boomers are planning to retire in 2007 Analyzing how Japan has paid for its economy Boston Globe Slower growth expected for East Asia AP ADB Release Euro Zone Monetary Conditions: Getting Restrictive? BCA Research An outperforming Eurozone Economy... CIBC PDF Bonuses for European Investment Bankers May Be Diminished by $ Tumble BL Bank of Korea Raises Foreign Currency Deposit Reserve Ratio as Won Surges BL Russia-China-India pipeline being discussed China Daily Russian Retailers Say They'll Ban Panasonic Goods BL Macquarie Bank could be sued on Allstate Explorations TheAge Lone Star Gets Bank Too Cheaply, Prosecutors Say BL
Wednesday December 6. Fannie Mae Erases $6.3 Billion in Profit AP Release U.S. stocks close lower as rally takes a break CBSM Home Depot Says Internal Investigation Found Backdated Options From 1981 BL Shares of Homebuilders Gain as Mortgage Rates Decline to 10-Month Low BL Green Grass and High Tides: Dollar Woes and China Schwab Oil Prices Steady As U.S. Supply Shrinks AP Private-sector jobs rise 158,000, ADP says CBSM Ts Extend Losses Roach warns U.S. slowing to 'stall speed' Australian Gates, Schmidt Lead Insider Stock Sales to Highest Since 1987 BL - Thomson Insider TearSheet Thomson Memories of 1929 - Part III - "Confidence!" Nystrom ’Irrational Exuberance' May Now Be More Rational BL Siegel: Irrational Exuberance, Reconsidered WSJ ($) The sliding dollar: both boon and bane CS Monitor Why the Buck Is on the Edge Newsweek FX Trading – Say what? Black Swan PDF A Fed Cut Trifecta? BMO PDF Floors, Ceilings, Camels, Straw Mish Economic Statistics Break Both Ways WP Housing market, Fed policy, deficit spur debate over economy in ’07 The Hill National Economic Trends, December Issue St.Louis Fed Consumers `procrastinate' on holiday shopping BL Mortgage applications rise as rates fall CBSM Mr. Toll: “Right now is a great time to buy a new luxury home.” Toll PR The Hidden Truth About Home Prices NYT How To Doctor Statistics - A Re/Max Educational Series Blog Subprime Loans Going From Boon to Housing Bane NYT In sheer numbers, roughly 350,000 subprime loans were seriously delinquent at the end of June, over six times the number at the end of 2000. Housing Hollowed Out EW Georgia foreclosures jump 99%; rate is nation's 3rd highes AJC US housing market: Speculation hangover Daily Reckoning Gold shaky as dollar steadies, platinum at 5-week low Reuters Chinese Jewelers Welcome Exchange Moves to Launch Derivatives BL Energy Speculators Catch Chill From Mild Winter Crudele Biofuel May Prompt Oil Slump as Investors Buy Grains, Mitsui's Emori Says BL Uranium prices reawaken a sleeping giant Rocky MN Credit derivatives: Toxic or magic? Reuters From almost nothing in the mid-1990s, credit derivatives are now worth some $27 trillion. But while their popularity is confirmed, there is a nagging concern the investments are untested in an serious downturn, and could pose a threat to financial stability. Event risk takes shine off credit default swaps Reuters SEC eyes new rule to make market exit easier FT Motorboats Versus Sailboats -- Did We Miss The Boat? Wachovia PDF Lehman Gives Chief Executive Fuld $186 Million in Extra Stock for 10 Years BL Valuation Matters – Nortel Networks Then and Now Guru Focus 4 SEC Officials Deny Claims of Political Interference in Insider-Trading Probe AP Most hedge funds still watched by regulators-survey Reuters The Real Stakes in the Hedge Fund Hearings Business Week RJ O'Brien acquires assets of Refco Commodity Management Hedgeweek SEC tackles ‘classic pyramid scheme' targeting B.C. Globe & Mail How the IRS failed to stop $200M in bogus refunds USAT MSRB Head Troubled by Two Probes Bond Buyer A $100,000 Bet Clinton, McCain Will Fail in 2008 Dorfman Shock Stock: Sirius Drop Costs Howard Big NYP Yahoo Promotes Decker to Lead Advertising; 2 Executives Leave in Shakeup BL Barbie vs. Bratz: Which Doll Will Win? Newsweek What Everyday Americans Think (and Elites Don't Get) About the Economy EPI Richest 2% hold half the world’s assets FT Euro Area Economic Growth: Peaking BCA Research U.K. Manufacturing Unexpectedly Declined in October BL European Monthly Outlook - December 2006 CIBC PDF Revealed: the real rate of inflation Telegraph Retailers struggle on the high street Times Online Banking giant cautious on 2006 prospects Guardian Australian Economy Grows at Slowest Pace in 3 Years BL Asia's Economic Future Up in the Air, Literally Pesek China sets 2007 economic growth target of eight percent AFP China to approve bankruptcy of over 500 SOEs by the end of 06 Xin Bringing China to heel Asia Times China unveils homegrown DVD technology China Daily Shanghai Real Estate prices offer at 4% discount Finance Asia Sensex surges past 14,000 mark India Times $1.9tr projects under way in the Middle East Khaleej Times The Great Arabian Bubble Morgan Stanley Ecuador offers first test of CDSs FT There are not many countries in the world which would surpass Iraq in terms of market risk. But Ecuador, which has already defaulted nine times in two centuries, can lay claim to that grim honour. Iran to replace dollar with euro in foreign trade: Finance Minister ISNA Russia's Rosneft to become world leader in five years: CEO AFP In Pictures: The spy who took down WestJet Globe & Mail 1 in 7 Mexican workers employed in the U.S.: report Reuters Bush: Study group gives 'tough assessment' of Iraq war CNN
Tuesday December 5. S&P ends at 6-year high CNN Emerging-Market Stocks Rise to Record on Growth, Commodities Boom BL Dancing days here again for housing market? CBSM Service-Industry Growth in U.S. Unexpectedly Accelerates BL ISM Sales at U.S. Retailers Climbed 3.1% Last Week, Shopping Group Says BL Productivity in U.S. Rises 0.2 Percent; Labor Costs Up Less Than Forecast BL Layoff plans rise 11%, showing Ford worker buyouts CBSM Fed needs to prepare for the unexpected Times Online Fed has lost control over interest rates Jubak Bernanke finds out the risks of inflation 'targets' Kellner Index-Fund Pioneer Bogle Sees Trouble in Paradise Currier The Stock Market: Warning Shots and Spin Saville Global Expansion Threatened by Vehicle, Phone Glut BL U.S. slowdown casts shadow over global growth, says UBS Xinhua Junk Bond Bears, Bulls Switch Sides After Returns Reach Highest Since 2003 BL Fisher’s Theory of Interest Rates and the Notion of “Real”: A Critique Levy Soft Landing Limits Potential For Bond Yields To Decline Wachovia PDF Understanding Consumer Ponzi Finance Winter Eric Janszen on ROB YouTube A private-equity/hedge-fund/mega-merger/buyout smorgasbord! Farrell Toll Brothers Profit Falls 44 Percent on Drop in Orders, Land Writedowns BL Lessons of a real-estate fund's fast fall WSJ Denver-area foreclosures set record Rocky MN Number tops 1988's oil industry bust - 17,782 and counting Median Home Prices Are Bogus AZCental Blog US House, Treasury reach GSE portfolio compromise Reuters Gold Falls Most in Two Weeks as Dollar Climbs Against Euro BL Gold consumption continues to surge in China: expert Xinhua Closing the 'Collapse Gap': USSR better prepared for peak oil than the US EB China moves to secure energy sources Herald The numbers behind ethanol, cellulosic ethanol, and biodiesel in the U.S. Grist Resources dominate IPO rage for 2006 Australian Australia Leaves Wheat Forecast Little Changed at 12-Year Low on Drought BL Taco Bell parent says E.coli no longer in outlets Reuters HSBC's Revenue Growth Slows as Bad Loans in U.S. Rise BL Hefty Corporate Bankruptcy Jump Seen CFO U.S. corporate bankruptcies will rise by 17 percent in 2007 after falling an estimated 20 percent in 2006 Intel Capital Blows Past $1 Billion Red Herring 2nd Official Dissented Over Pequot Inquiry NYT SEC disputes 'whistle-blower' as hearing to focus on ex-investigator USAT Jefferies settles with SEC over lavish gifts Reuters Dell's Warranty Accounting Questioned CFO European Services Growth Accelerates, Boosting Speculation Rates to Rise BL Trichet, Set to Raise Rates, Ignores Calls to Stem Euro's Gains BL New Zealand Dollar Trades Above 69 U.S. Cents for First Time in 10 Months BL Some Economic Lessons as an Asian Star Burns Out Pesek 'Future is dark' for Japanese despite recovery Telegraph China’s hot money problem Finance Asia Hedge fund to petition for access to China IHT Barclays builds on syndicated loan team Finance Asia Household Credit Analysis CIBC PDF Unlike the sharp slowing in the pace of household borrowing south of the border, household credit in Canada is still rising fast Official line on inflation receives a reality check Telegraph MPs: Why does the CPI stand at just 2.4pc when household bills are soaring? Household energy bills to rise again to finance upgrade Times Online Saudi fury at slush fund claim threatens thousands of UK jobs Times Online Saudi Share Prices Tumble to New Low Arab News Russia's RTS index hits all-time high Reuters Trump Jr. dismisses talk of Dubai realty bubble Gulf News AWB Stripped of Wheat Export Monopoly on Iraq Inquiry BL Japanese telecom firm accused of massive fraud AFP Korea Prosecutors To Post KEB Probe Prelim Results Thursday Dow Jones Manager arrested for garbage in lard Business Week Shell CEO berates America for spurning Kyoto G&M
Monday December 4. U.S. stocks power higher on merger flurry CBSM Crude Declines on Forecast for Warmer U.S. Weather BL Gold Holds Monetary Inflation is the Problem Paul Changing the Fed Call Berner Roach Pending Home Sales Index Points to Declines in Sales of Homes NT PDF Wobbling, not collapsing Economist What Happens at $100 Silver? Butler Gold futures retreat as the dollar strengthens CBSM Weekly Set-Up Wells Fargo Large jump in USD shorts Danke PDF Goldilocks' Wake-Up Call Hussman Speculation gets even loonier! MSN (Fleck) Xie: World may be hit by recession in 08 St Krugman's Recession Kudlow US might be heading for a crash Guardian The Age Of Financial Ruin Has Begun In Earnest Prospering Bear Putnam, Pimco Forecast $ Falling to Record Low Vs. Euro BL Dessauer doubts dollar Brimelow Droke - Swanson Dollar traders on edge as they suspect Fed is wrong FT Persistent dollar doldrums could weigh heavily on Europe King Demise of the dollar is greatly exaggerated Times Online The waning dollar and a not-so-brave new world FT FX Trading – Aussie: Correction time? Black Swan PDF The Federal Reserve’s inflation error Jackson Treasury Investors Ignore Fed as Bonds Rally Most in Four Years BL Saving is a challenge as twentysomething deals with student debt USAT The party's over at Kirkland mortgage company Seattle Times Last few to buy got incredible bargains from builder PBP Home sale incentives might cost you plenty Union Tribune Gold May Rise for Third Week as Dollar Drop Boosts Demand for Alternative BL Pedal To The Metals BMO PDF Dow-to-Gold Ratio Tells a Bearish Picture Seeking Alpha Commodities offer defense against dollar slide? CBSM OPEC May Seek Higher Oil Price Because of Weaker Dollar, President Says BL Oil market is still oversupplied - OPEC president Reuters Greener, cleaner ... and competitive? WSJ Rubber Rebound Due, Says Goldman; Goodyear Threatened BL Nation's farmers face growing crime wave USAT Bank of New York to Buy Mellon, Create Biggest Custodian for Institutions B Pilgrim's Pride to acquire Gold Kist for $21 a share CBSM Cerberus May Buy 12 Delphi Auto-Parts Plants in U.S., People Say BL Premier Foods to Buy RHM for $2.4B to Add Hovis Bread, Bisto Gravy BL Lafarge Sells Its Roofing Unit to PAI Partners for $2.6 Billion in Cash BL Pfizer down 11pc as drug scrapped Reuters Could the world's largest oil company go bust? MoneyWeek Probe into ETP's energy swaps trades FT Goldman launches hedge fund tool Reuters Deutsche Bank launches Event Loss Swaps PR UBS, Goldman Threaten NYSE, Nasdaq With Rival Stock Markets BL How the Pros Tell If a Stock Is a Bargain WSJ Invest like the masters: Warren Buffett MoneySense Data quality a global problem Financial Standard 'Little Book' delves into value investing USAT Amazon Investors see the green in art Miami Herald Banks face investigation of collateral FT London's largest investment banks are to face a wide-ranging probe into their measurement and management of collateral amid concerns that some may not be properly prepared for a sudden market downturn. China surpasses Japan in research spending CBSM China Set for Longest Expansion Since 1978, Goldman Sachs Says BL Yuan Reaches Highest Since End of Dollar Link as U.S. May Press for Gains BL Japan's monetary base logs record fall of 22.3% on year in Nov. Kyodo Poll: Top Japanese companies less upbeat on economy Asahi Three Hong Kong IPOs raise a combined $1.4 billion Finance Asia Hedge funds wait for India to open Rediff Residential building approvals fall 7.4pc Australian Growing Housing Loans Pose Greater Threat to Economy Korea Times Schoolchildren deliver lessons to BoE's Monetary Policy Committee TOnline Chavez Calls Re-Election in Venezuela Defeat for Bush; Vows to Fight U.S. BL
Weekend Edition (Dec 2-3). Investor concern: recession CBSM Attack Of The Fifty Foot Woman Contrary Investor The Recession of 2007 Mauldin Housing and American Recessions Makin The Big Wildcard Noland San Francisco Hard Assets '06 FS Newshour Volatile Dollar May Not Be Scary to Washington NYT Plunging dollar will set world markets reeling Observer Beware the falling dollar Fortune $’s dive boosts London TO Europe Calmly Looks at Sliding $ London is already the biggest market for foreign exchange, foreign equities, international insurance and bank lending. Snap! BMO The US$ could only defy gravity for so long. Growth potential and monetary policy: some considerations NBF PDF The Fed Talks to the Street, but the Street Doesn’t Listen Panagora How central bankers communicate, clearly and not so clearly, with the outside world Economist Chronicles of a Deflation Unforetold Chicago Fed PDF Economic Inequality in the United States FRBSF PDF Saudi Oil Minister Says Crude Inventories Too High, Indicating Supply Cut BL The "Carry" Trade in U.S. Housing Looks to be Over Kasriel PDF Mortgage Bonds Hurt by Delinquencies, Housing Slump BL Goldman Ousts Bridgewater, Shaw to Become Largest Hedge Fund Manager BL Citadel trading costs hit $5.5bn FT One Threat Averted but More Await G.M. NYT Beleaguered Ford sees U.S. sales plunge G&M Home Depot quashes buy-out rumours FT A Catastrophe For Pfizer Forbes Pfizer's Shares May Plunge After Deaths Halt Trial on New Cholesterol Drug BL Profit and loss: Nasdaq chief lacks skills in economics Times Online Nasdaq Bio: “Greifeld holds a Masters in Business from New York University, Stern School of Business” Federal Prosecutors Now Allege Ex-KeyBank Executive Embezzled $40.6M AP Spitzer Vows: Keep SarBox NYP Enron - the musical Guardian A good year for stocks, a good time to examine holdings LA Times Reckson Says Mack-Cali Has Withdrawn From Icahn Bid for Real-Estate Trust BL The Yen Carry Trade: At Risk Of Unwinding? BCAR Chinese expert suggests increasing high-yield assets in reserves Xinhua Canadian long bond yield hits 48-year low Globe & Mail The Week Ahead: Money Talks CIBC PDF Won/Dollar Insurance Protects Exporters Korea Herald Derivatives Defusing the bomb Financial Express Ex-Livedoor Exec Denies Breaking the Law AP China uncovers largest money laundering case Xinhua World's most expensive Hello Kitty figure to go on sale in Tokyo Mainichi
Friday December 1. U.S. stocks fall as manufacturing sector contracts CBSM Gold falls for the day, but scores a weekly gain CBSM Unprepared in Beijing Roach Will the Real Consumer Income Please Stand Up? Berner Fed's Moskow: More rate hikes may be needed Reuters $ Falls to Lowest vs. Euro Since March 05 BL Something is changing... Russell Manufacturing Unexpectedly Contracts for First Time in Three Years BL ISM U.S. Construction Spending Declines 1 Percent, Led by Drop in Homebuilding B Reality Check Gross Gross Says Corporate Bond Rally May Be Over BL "I have a strong sense that the ability to lever any or all asset returns via increasing leverage is reaching a climax..." Ross predicts rise in defaults Reuters Corporate Bond Investors: Complacent? BCA Research Paulson Believes a Financial Crisis is Overdue Comstock Bernanke's Box Mish $ Trades Near 20-M Low, Heads for Second Weekly Drop BL Americans Will Shop Till their Dollars Drop Schiff US currency is 'toast' say dealers Times Online FX forecast update: Pop! Goes the weasel Danske FX Trading BSwan PDFs Sterling in sight of $2 by year-end CBSM "Steel Trapping" the Dollar? EW It's A Weak Greenback, Not A Strong Aussie AIR IMF cools on talks on global imbalances FT Texas Congressman Ron Paul Warns of Stagflation Resource Investor Expecting a Correction on Wall Street Dorfman Stocks may be boring, but average utility just hit new high Hulbert Costly Bonds, Real Estate Make Stocks Look Good Currier Stalled subdivisions leave homeowners on barren blocks home alone DetNews H&R Block's Mortgage Business Leads to Biggest Quarterly Loss in 17 Years BL US housing downturn triggers Hardie job cuts Australian Sellers Stuck When Prices Go Upside Down Herald Tribune Gold Falls in London on Concern Recent Gains Exaggerated BL Harry Schultz sees $1,500 for yellow metal Brimelow ECB says has sold 23 tons of gold AFX Angola's intention to join Opec poses threat for investors Times Online Mercury rises on natural gas prices USAT Gazprom tries to reassure customers'there's enough for everyone' Guardian China needs 20bln cubic meters of natural gas in 4 years China News Nickel price soars on BHP's warning Australian Commodity boom is a curse for Africa's poor Business Report For the first time in 25 years, motorists' average mileage went down CERA Some Hedge Funds Decide That Relying on Banks Is Just Too Risky NTR (R) Kerkorian Sells Last of His General Motors Holdings, Person Familiar Says BL Carmakers face grim outlook for 2007 FT Ford Family Jewels Pledged to Louie the Liquidator BL US buyout firms weigh up $100bn Home Depot deal Times Online PetroChina Passes Shell as Second-Biggest Oil Company; Shares Hit Record B Regulators want veto for NYSE/Euronext FT Concerns grow over exchange rules FT Montreal Exchange going public NP Senator Has Questions for NASD Morgenson Profit and Questions on Prostate Cancer Therapy NYT U.S. warns of possible Qaeda financial cyber attack Reuters Boom at risk from rapid end to cheap money, Bank warns Times Online U.K. Consumer Bankruptcies Soar as Loans, Card Debt Top $6,800 a Person BL European Manufacturing Expands for 17th Month BL Japan's Inflation Unexpectedly Slows to 0.1 Percent as Oil Prices Decline BL Is Japan really doing that well? Conjoncture PDF Golf courses in Japan are a hot commodity once again Asahi 30% drop in work force seen by 2050 Asahi Speculators Start Sniffing the Yuan Business Week Why Paulson Will Face Disappointment in China Pesek Get ready for part two of the great income trust selloff Globe & Mail India's real estate boom FT Statement could undo tycoon Yomiuri Ripples Keep Spreading in a Chinese Bribery Case NYT (R) China's Forbes-listed tycoon sentenced to life for fraud AFP China's poor getting poorer and more dispersed: World Bank AFP Venezuela's Chávez nears a victory fed by free stew CS Monitor Iraq spending bill to test Democrats AP Iraq Panel to Urge Pullout Of Combat Troops by '08 WP
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