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Monday February 28 New Home Sales Fall to Lowest Level in a Year BL PDF File U.S. Growth to Accelerate This Quarter, NABE Survey Shows BL NABE Stocks poised for modest early gains CBSM Why Yield Inversion Foretells Recession? Safe Haven If there's no inflation, why do we fight it? MSN (Fleck) U.S. Treasury Bond Investors Become Most Bullish Since 2003 BL As Interest rates rise, it’s time to pay the piper NYP A penny earned is a penny spent CS Monitor Credit used to be only for durable items - homes and cars. Now credit supports American lifestyles... Risk and high-yield junk bonds Delaware Online Back in October 2002, high-yield bonds yielded 7.7% points more than comparable Treasury securities. The difference has fallen to 2.48% points. Fed Finds Overseas That Even Steady Home Prices May Hurt Growth BL Higher home prices discourage buyers Arizona Republic Bad news for homeowners trying to sell: It's likely only going to get tougher. Entire US Real Estate Market Falling - Should you buy or should you rent? Axis Gold drops on profit-taking, soft oil prices Reuters Gold May Approach 25-Year High as Investors Seek Better Returns BL Who wants to be a bullion-aire? SMH West's gold vanishing in China once again IHT (NYT) Oil Falls as Iran, Russia Reach Agreement, Concern Over Saudi Attack Eases B Copper May Fall This Week as Indonesia Plant Blockade Is Lifted BL Baring upbeat on commodities Reuters Wall Street's Fixed-Income Profit Engine Shows Signs of Slowing BL DJ Orthopedics to buy Aircast for $290 million Reuters S.Korea's KT&G rejects Icahn group takeover bid Reuters SEC probes 'hatchet job' claims FT SEC Stone-Cops Byron Hedge fund's money is AWOL: Report CNN Enron's former accounting officer set to testify AP Report says Ken Lay is going broke CNN Cash and Controversy Attract Rich Cervone TheStreet Cooling ad spending could create headaches at Google TheStreet Blame the Fund Manager, or the Face in the Mirror? NYT Microsoft mystery device is like iPod, and then some Seattle PI Lawsuit claims Micron fixed memory prices Register Halliburton said to get disputed Iraq costs Reuters Asia: Stocks testing highs of '80s IHT (BL) US yuan push can only backfire: Chinese researcher Reuters The Dark Side of China’s Rise Foreign Policy CBRC: China still faces bad-loan China Daily Japan's Debt Straitjacket Is Out of Style Pesek Koizumi Denies Japan Has Beaten Deflation AP Public pension liability's record rise Times Online High priests at the ECB need not fear straying from monetarism King Venezuela Prepared to Stop U.S. Exports AP Arab investors largely avoid U.S. IHT (NYT) So where will Saudi hot money go next: gold or cash deposits? AME America can't afford to alienate its Arab friends Independent Speed up sell off process or face market crash Khaleej Times What's Wrong with Keynesian Economics? Scoop Vodafone Reduces Forecast, Writes Down Value of German Unit by $49B BL Suez, Gaz de France to Merge, Creating the World's Second-Largest Utility BL National Grid to Buy KeySpan for $7.3 Billion, Doubling Its U.S. Customers BL 'Underperforming' C&W to cut 1,000 jobs after warning of 'further hell' Telegraph Debt collector delivers late response TheAge
Weekend Edition (Feb 25-26) The Week Ahead: Lies Damn Lies and Balance of Payments Statistics CIBC Reassessing Hard Landing Risks Merrill PDF Shadowing Reality Weeden PDF Economist Keeps Tabs On Government’s “Creative” Hot-house data to dominate headlines CBSM Consolidation and lay-offs hit mortgage industry Reuters Probabilities of Recession Mauldin Too Big to Burst Schiff Just the Facts Noland U.S. Earnings Expectations: More Downgrades Ahead? BCA Research Bernanke, Like Greenspan, Won't Get in Way of Asset Price Rises BL Bernanke rejects former views AP Why Do Stocks Pay So Much More Than Bonds? NYT Surprise! Bankruptcy filers really are broke Boston Globe Get with the program Russell Neutral HUI Technicals Zeal Freeport Protesters Leave World's Biggest Gold Mine BL Cotton farmers sue Monsanto, others, for crop loss Reuters Is the Federal Reserve Preparing for Iran? Beware the Ides of March Safe Haven Iceland fallout spreads to emerging currencies FT Foreign financial giants to enter Beijing Xinhua US delegation to issue fresh warning to China on trade AFP Fund managers warn of infrastructure bubble Australian First-time buyers beware Guardian Lenders inflate the buy-to-let balloon What the credit card adverts missed out Times Online Nikkei employee grilled in insider trading case Yomiuri Iraq government warns of "endless civil war" Reuters
Friday February 24 Judge doesn't stop BlackBerry -- yet CBSM Gold futures rise as much as $10 CBSM Nasdaq 100 Fundamentals Suggest Stock Market Bubble Still Exists Goldberg Durable Orders Drop 10.2% on Aircraft; Ex-Transportation Gains BL Census Official reports blast at Saudi refinery AP Crude surge pulls stock futures down Public's Rush to Buy Stocks Not a Good Sign Comstock Saving Backlash Roach Global credit ocean dries up Telegraph The cash machine that sustained a world boom is about to close, and it's going to get ugly U.S. to Pay Big Employers Billions Not to End Their Retiree Health Plans NYT Bush gets breathing room in ports dispute R A Ship Already Sailed NYT More homes for sale as speculators withdraw, Toll Bros. says Philly Inquirer Increasingly, the Home Is Paying for Retirement NYT Rocking the House to Sell Condos NYT (Free R) Gold rebounds above $550 on oil, dollar Reuters The Hedge Book Mitsui PDF Glamis Gold to acquire Western Silver for $1B CBSM Oil Climbs After Attack at Saudi Arabian Oil Complex, Violence in Nigeria BL Fuel: The Catalyst Saxena Natural Gas: A Forecast "Stood on Its Head" EW Tweaks to gasoline complicate futures CBSM About my subpoena CBSM Commentary: When the SEC comes after reporters' notes Nestle sees less drag from commodity prices this year CBSM Icahn, Lichtenstein Make Hostile Bid Valuing Korea's KT&G at $10 Billion BL Citadel Bond Draws Big Hedge Fund Bid TheStreet Fannie Mae fraud blamed on culture FT When familiarity fails to find fraud Norris Berkshire Neglect of Analysts May End Amid Concern Over Successor BL H&R Block gets its taxes wrong CBSM SEC investigating insider trading of NBTY shares Reuters The Guidant Battle -- a Classic Case of Bid 'Em Up BL Lenovo To Begin Selling $349 PCs Under Its Own Brand Name Outside China B Stock grants taking place of options Arizona Republic Japan: Picking itself up Economist Japan's consumers are spending again Age Yen Climbs on Prospect Bank of Japan Will Shift Policy in March BL Chinese Yuan Hits High Against U.S. Dollar AP China, India Might Buy Rockefeller Center Next Pesek China mulls oil sands bid: report Globe & Mail Twin set of data cast gloom on Britain's economy Times Online Graphic Germany ‘cannot save its way out of deficit’ FT Brazil Plans to Buy Back All $6.6 Billion of Its Brady Bond Debt by April BL Brazil's Economy Grows Slower-Than-Expected 1.4 Percent in Fourth Quarter BL EU decision on shoe tax is biased, China says BL Debt trap TheAge Profitable Lloyds sounds credit warning Thisismoney Shell told to pay Nigeria $1.5bn BBC Business daily punishes officials over suspected insider trading Asahi Philippines declares state of emergency FT Recessionary effects of a bird flu epidemic TheAge Iraq Implements Curfew to Stem Violence AP
Thursday February 23 Debt, lower wages clip net worth growth CNN NORC Most mortgages take small dip after four up weeks CBSM Jobless claims drop 20,000 to 278,000 CBSM Emerging market currencies slide on contagion fear FT Lure of carry trades fades as investors turn cautious Reuters Ferguson resigns as Fed vice chairman CBSM Ferguson's Exit May Ease Bernanke's Path to Fed Inflation Goal BL U.S. Notes May Rise on Speculation Yields to Lure Investors at Auction BL Bush, Congress Make a Farce of the Debt Ceiling Berry S&P: Pension Costs Put Squeeze on States Bond Buyer Economic Psycho Babble Bugos Noland: Justifications & Questions Willie A Swift-Kick Reminder to SPEND!! EW Finally, two bulls! Brimelow What risk? Blue skies in blue chips BL New-housing market will test builders' shares WSJ Payback is rich: Leave your kids a big fat mortgage Crudele Property values go up, so may your taxes Wichita Eagle America's Largest Homebuilder Buckingham (Al Frank) Developers throw in extras to seal condo deals Boston Globe Earnings premium for skilled workers down sharply in recent years EPI Students suffocate under tens of thousands in loans USAT To combat hunger, more in US turn to soup kitchens CS Monitor Attorneys say new bankruptcy law ineffective CNN Ninety-seven percent of consumers seeking to file for bankruptcy so far this year cannot afford to pay back their debts... Gold seeks to establish trend Reuters Gold pulls back after sharp gain Up and Down, Hot and Cold Wharton Experts Dissect the Real Estate and Energy Industries What the Price of Gold Might be Telling Us Global Research Gather up your Gold, your Guns & Get Gas Mogambo The Silver Versus Gold Debate Saville Gold sales hit record as India piles up the jewellery Times Online China produces 224 tonnes of gold in 2005 NK Commodities trump stocks as long-term bet Reuters Refining Stocks Have Rebound Room BCA Research Iron Ore Prices May Rise 20% on Chinese Demand, Citigroup Says BL Chile's Copper Production to Expand 26 Percent by 2012, Cochilco Says BL Claiming Stock Manipulation, Biovail Sues Hedge Fund NYT Hedge Fund Report: Another Way to Play Verizon TheStreet Fannie Mae Report Reveals No Additional Mistakes in Accounting BL Fannie to air dirty laundry Reuters Toll Brothers earnings rise 49 pct, orders drop Reuters BofA Restates Due to Hedge Accounting CFO Yahoo! CEO Sets Sale TheStreet Toyota, GM Partnership Nears End AP Lay Unknowingly Predicted Own Enron Exit AP Judge gives early nod to $6.7B Enron settlement Reuters Civil suit by shareholders holds three banks accountable for hiding company's financial misdeeds Hooked up to the Greed Detector CBSM AIG's Sullivan Faces Post-Spitzer Test: Match Greenberg Profits BL Secrets your company doesn't want you to know CNN Day of reckoning beckons for addictive BlackBerry AFP HealthSouth settles class-action case for $445 mln Reuters Accountants Settle Charges Over Xerox Earnings and KPMG WP Mutual Fund Tax Bills Rise Sharply: How You Can Avoid Them Morningstar Confident investors cling to their mistakes SacBee Trump, Stewart in prime-time battle CNN “You made this firing up just as you made up your sell order of ImClone” The Asian Effects of a U.S. Downturn Business Week Japan Gingerly Exits Deflation Makin BOJ's Fukui Gives Positive Signals on Policy Shift BL Dollar loses 1 yen on Fukui Kyodo Japan's Bonds Drop BL Monthly FX CIBC Japan posts biggest trade deficit for 23 years, first in five AFP U.S. investment firm Scion Funds takes 5.52% stake in Livedoor Kyodo Merger season for China city banks Standard Natural gas shortage may force plant closure China Daily German Ifo Business Confidence Index Rises to Highest Since October 1991 BL Swedish central bank hikes leading rate by 0.25 points AFP Dubai Rules Out Selling New York, U.S. Port Terminals to Stem Opposition BL Dubai backlash 'will deter foreign investors' FT Fear of property boom kept interest rate on hold Guardian Is the Bank of England right to be so bullish? Independent Beware the storm clouds on the horizon Thai PM's son violated disclosure laws: SEC AFP State of Emergency Declared in Ecuadoran Province amid Protest Xinhua Avian Flu: What to Expect and How Companies Can Prepare for It Wharton Destruction of holiest Shia shrine brings Iraq to the brink of civil war Inde Attack deepens Iraq's divide CS Monitor War in the Information Age Rumsfeld
Wednesday February 22 Gold demand falls in Q4 on high prices, volatility Reuters PDF File Consumer Prices Rise Most in 4 Months; Core in Line With Forecast BL BLS Fed's Minutes Reinforce Traders' Bets for Two More Rate Increases by June BL Two ways of looking at interest rates paint different pictures Kellner Ben Bernanke takes the stage: Encore! CBSM The Dollar: Less Foreign Capital Than Meets The Eye Business Week 1 in 5 US Dollars to Be Spent on Health Care: Study Reuters CMS U.S. Housing Slowdown Continues BCA Research For Minorities, Signs of Trouble in Foreclosures NYT Home-Builder Shares Face Test WSJ 40-year loan has no money down SacBee Homes hit the market in record numbers Sun-Sentinel Tucson's housing sizzle now fizzling AZStar Silicon Valley's 'Buyers Are Leaving' Market Realty Times Two for the Money LA Times Hundreds wrote checks after hearing get-rich-from-real-estate pitches by Mile High Capital. Now there's little to show for the millions they invested. Homeowners allege fraud in Dominion suit BFirst Women arrested in alleged mortgage fraud scheme Atlanta BC Goldman sees gold at $575 Guardian Butler World's Largest Gold Mine Halts Production Guardian Cramer's 'Mad Money' Recap: Mining for Profit TheStreet streetTRACKS(R) Gold Trust Surpasses $6 Billion in Assets BW The Psychology of the Canadian Petro-dollar Financial Sense Shanghai Copper Rises to 1-Week High on Metals Demand Outlook BL How The IPO Market Got Its Buzz Back Business Week GM, Ford Pay for Ignoring Beverly Hills, Scarsdale BL OfficeMax Has $43.1 Million Loss on Restructuring and Store-Closing Costs BL Taser's 4Q Earnings Plunge 98 Percent AP US Airways loses $261 mil AR Time Warner Bondholders Fret That Icahn Is Just Getting Started BL Pirate Capital sues GenCorp, starts proxy fight Sac BJ Witness: Skilling ordered earnings changes AP Merrill to Settle 23 Research Suits CFO More to sue hedge fund RockyMN Norshield funds may never be found Globe & Mail US Judge: Google infringed copyright by posting thumbnail porn photos AFP Microsoft blunder leaks information about Vista Reuters 20 most admired companies Fortune China's January Inflation Accelerated to 1.9 Percent on Higher Food Costs BL Central bank says yuan to remain stable in 2006 People’s Daily Chinese yuan to surge vs. dollar before April: report Yonhap China: Tales from the Middle Kingdom Xie Foreigners, individuals shun TSE Asahi Japan's Boom May Explode Yen-Carry Trade Pesek French Business Confidence Rose to Highest in More Than a Year in Feb BL Water bills to rise by more than twice the rate of inflation Guardian Protecting the Euro Zone's Bubble Business Week Growing hedges Times Online Proof that the hedge fund bubble is about to burst? A company is running free seminars on “How To Start A Hedge Fund”... Shatalov Warns on Inflation Moscow Times Saudi Stock Index Crosses 20,000 Mark Arab News Livedoor's representative director Kumagai to be arrested Kyodo OFT drops telecoms inquiry despite vow to get tough Times Online Barclaycard sets aside Ł1bn for bad debts Guardian NatWest bankers lose extradition appeal Guardian Air cargo shaken by price-fixing probe Asia Times Protests hit Ecuador oil exports BBC Pressure on Iran as hopes fade of deal with Russia Reuters
Tuesday February 21 Heinz may face pressure for shakeup CBSM Heinz calls busy after report Billionaire activist investor seeking big stake, report says Leading Economic Indicators Rise in Jan. AP Conference Board US Treasuries stay lower after Fed minutes Reuters Minutes Senate's Frist Says U.S. Ports Sale to Dubai Should Be Delayed for Review BL Moody's Further Cuts GM's Debt Rating APNatural gas adds nearly 8% at close Hong Kong aims to build gold warehouse for China Reuters The Silver Fund Battle Continues AIR Peak Silver? Oil Jumps in New York as Nigerian Rebels Threaten More Attacks Bloomberg Open Macro Roach Stocks don't always rise after Fed stops raising rates Hulbert Getting to the truth on spending DiMartino Up, Up, and Away Stelzer Bending the Yield Curve to Fit Current Fashion Baum Shades Of The South Sea Bubble Hook War costs irk Congress CS Monitor US threatens to cut Iraq aid over Tehran links Times Online Who's spending big now? The 'party of small government' USAT Bush: U.S. on Verge of Energy Breakthrough AP "This single tax subsidy [on SUVs] dwarfs anything being done for hybrid batteries" States Curbing Right to Seize Private Homes NYT Oversize homes wear out welcome USAT Home builder reducing prices by $60,000 Herald Tribune Could history repeat itself in Valley's '06 housing market? Dnews Feud over real estate rights heats up CBSM Home Depot's Earnings Increase 23%, the Biggest Gain in Two Years BL Wal-Mart Net Rises 13%; Annual Forecast Is Below Analyst Estimates BL Google has no license for China service: newspaper Reuters Hedge Funds Find Returns in Making Small Loans NYT Growth of fund of hedge fund assets slows-survey Reuters M&A spurs US bond borrowing to $100bn FT Toyota's 'Simple Slim' Cuts Costs of Engines in Half, Hurting GM and Ford BL RadioShack Chief Resigns After Admitting to Lies on His Resume BL As GM withers, so do towns that once depended on auto industry IHT (NYT) GM finds rough road in Russia, too IHT Novo Nordisk Gets SEC Subpoena TheStreet McDonald's faces lawsuits after french fry revelations AP Strident U.S. Rhetoric Regarding Chinese Renminbi Wachovia PDF China c.bank says yuan mid-point at 8.0485/dlr Reuters Chinese Stocks May Have Ended Bear Market Amid Overseas Demand BL Japan's Govt Must Respect BOJ's Position, Yosano Says BL Asia/Pacific: The Hot and Cold End Xie BoE chief urges radical shake-up of IMF FT China Orders Firms to Reject Further Iron Ore Price Hikes Asia Pulse 'Trade with US at your own risk' Telegraph If house price rises were made of straw, would spending fall through the floor? In Kinder Morgan expects to get 'fair share' of oilsands pipeline opportunities CP Billionaire Itoyama Will Sell 4 Percent Japan Air Stake Unless CEO Resigns BL Heros Files for Bankruptcy Amid Probe AP Starving the watchdog is no way to prevent corporate crime Australian Horie used his shares as collateral Asahi China Aviation Ex-Finance Chief Sentenced to Two Years in Prison BL Deteriorating ties between the US and Venezuela FT
Virus mutating to infect humans at rate never seen before TO Bird flu likely to burst out again and again: study Reuters Indian shares up after bird flu blip Daily Times India Slaughters Chickens ~ Egypt orders cull ~ EU Ministers Discus Bird flu confirmed in Kuala Lumpur, chickens culled DPA
Monday February 20 ~ US Markets closed for President's Day This Week: All Eyes on Consumer Price Index WSJ Dollar Set to Gain as Bernanke Signals Higher Interest Rates, Survney Says BL Frenzy & Churn! Cross Currents One 'bold bull' cautious for now Brimelow Expert views on global economic threats Post.ie Debt and denial Krugman What if the Cassandras are right? Guardian A trillion here, a trillion there Scripps US $25 mln from debt ceiling-Treasury Bernanke is no inflation fighter MSN (Fleck) GDP’s gross misconceptions about the Australian and US economies Jackson Long Bonds Carry Risk WSJ Short-Term Overbought Swenlin A Bubble With a Fuse TheTrumpet Real estate market flooded with sellers Naples Daily News Financing to build condos withers Palm Beach Post 43% of first-time home buyers put no money down USAT What's your boss's house worth? Zillow can tell you USAT Nigeria attacks raise oil prices BBC Gold extends gains on firm oil, drop in dollar Reuters Gold May Rise for 2nd Week on Inflation Concern, Survey Shows BL Face-off: Has the commodity cycle peaked? India Times Hard winter for the oil sector Jubak Gas prices fall faster for stations than drivers AP Watch Out for Painful Pension Math WSJ Fannie, Freddie Keep Up Lobbying WP IPO’s Poison Kiss Byron Martha: A year out of jail, she's still crafting her comeback Newsweek Trump to Stewart: 'Take Responsibility' AP Asian Stocks Erase 2006 Gains BL US faces limited options in China trade fight AFP China faces uphill task on job creation China Daily Europe Buries Head in an Ashtray as Crises Loom BL Euro May Gain on Speculation ECB's Trichet to Signal Higher Interest Rates BL Spain has more reason to quit the euro than Italy FT Workers 'turning to second jobs' BBC One in four workers in the UK has a second job to help pay off debts... Australia: Bankruptcies warning Sunday Mail Mortgage time bombs Have Hope to Sell? Mumbai Is Buying BL Average home 'now costs Ł200,000' Thisismoney Firms may use pay rise to get round pension compulsion Times Online Livedoor investigators look abroad Times Online Waitress's tip on a new wage-price relationship King Berezovsky Sells All Russia Assets Moscow Times Reports: China, Iran near huge oil field deal AP Hugo Chavez to Condi Rice: 'Don't mess with me, girl' AFP
Weekend Edition (Feb 18-19) The Conundrum of Risk Mauldin Bernanke Fallacy Merk Bernanke & Co. - Put Your High Beams On! Kasriel Bernanke and Yield Curve Analysis Noland A dangerous empire of US debt Standard Seasonally Mal-Adjusted Roach The Economy Just Keeps on Truckin' Chapman Trade deficit pressures our economy DiMartino A Look At The Markets Robeco PDF Should we go around the bend over the shape of the yield curve? St. LD Real Silver Highs Zeal The man and the bubble (Shiller) FT Inequality widens as real value of minimum wage falls EPI Asset-Backed Issuance Tops $1 Trillion Bond Markets Homeownership rate falls WSJ Time Warner and Icahn Reach a Settlement NYT Wondering if the Oracle has lost his touch NYP Daytona 500 stock curse still running strong CNN In Japan, Day-Trading Like It's 1999 NYT Asia: Behind the Curve Xie Livedoor scandal still hammering start-ups Asahi Balancing stock market risk after the splits fiasco Telegraph Retirement age 'will rise to 85' BBC Nigerian militants kidnap oil workers, hit exports Reuters Nigeria Militants Report Taking 9 Foreign Hostages BL
Friday February 17 Gold gets safe-haven boost CBSM Merrill to Pay $164 Million to Settle Suits Over Internet Company Research BL KeySpan Confirms It's in Talks on Purchase AP Consumer confidence posts surprise February drop Reuters U.S. Producer Prices Rise; Core Rate Increases 0.4%, Most in a Year BL BLS The End of Dollar Hegemony Paul Much ado about Bernanke Schiff Exposing Bernanke’s Lies During the Testimonies Fiendbear Big Ben and the Blowhards NRO Bernanke Breaks With Greenspan, Sympathizes With China Critics BL China's `Arms Race' Puts Pimco's Gross to Shame Pesek China calls for talks over trade conflict China Daily U.S. Consumption: Will It Ever Slow? BCA Research The Transition is Smooth--The Problems Remain Comstock Extremely Weak Dollar Efficiency Cross Currents Bush Administration's War Spending Nears Half Trillion Dollars ABC Bush's Tax and Budget Policies Fail to Promote Economic Growth EPI PDF Dishonesty in Everyday Life and its Policy Implications Boston Fed Farewell, Condo Cash-Outs NYT Real estate speculators are putting dozens of condo units on the market at the same time... A warning for condo speculators Chicago Sun Times Coming Home to Roost Barron’s America's most dangerous 'housing bubble' Providence Journal Home sales falter, hinting at slowdown SF Chronicle Bay area home sales dip again Inside Bay Area How To Ride A Housing Bubble Business Week Gold struggles to sustain gains, Tokyo rebounds Reuters The Great Debate Continues: Silver vs. Gold North Gold: Phase II is Here Texas Hedge Implats expects global platinum shortages Business Report Manager keen on hard assets despite commodity downturn Globe & Mail Big rally for oil CNN Oil Crunch 2006 (Links) OPEC, Crack Spreads and Oil Prices Wachovia Time of Sands CIBC PDFs Gasoline falls below $2 in some spots USAT Satisfying China's demand for energy BBC Britons face Ł3bn jump in gas bills Guardian For Net stocks, wild rides aren't over yet CS Monitor Banks Plan to Settle Default Swaps in Cash, Avoiding `Squeeze' BL Los Angeles Displaces Boston as Mutual-Fund Hub Currier RadioShack Profit Falls 62%; Company to Close as Many as 700 Stores BL Companies With Poor Governance Lag S&P 500 SmartPros RadioShack CEO admits 'misstatements' Star Telegram Witness: Skilling Directed Me to Mislead AP Nike says it's filing suit against Adidas Reuters Twilight of the Blogs Slate Japan And China: Two Trade Deficit Culprits Forbes Japan Economy Grows Five Times Faster Than U.S. BL Argentina's Economy Expanded 9.1% in 2005, Fastest Pace in 13 Years BL Russia regulator urges reform to stop stocks bubble Reuters High-risk lending hits home buyers SMH Nightmare on High St Telegraph High street stores have suffered their worst start to the year since records were first kept in 1945...Less than 24 hours before the figures were issued, Mervyn King, the governor of the Bank of England, forecast a steady if unspectacular year for retailers. Housing market not on brink of renewed boom Reuters Weaker housing market hits B&Q sales Guardian Gilts sale highlights pressure on rates FT Big Trouble In Big China AIR (From BCA) In China's Frontier, a Fortune Is Made Washington Post State eyes selling prime property Japan Times EU threatens energy giants with inquiry Times Online Aussie bourse a world-beater Australian
Thursday February 16 Dell Profit Climbs 52 Percent on Record Shipments of PCs During Holidays BL Gold recoups much of latest pullback CBSM 30-year mortgage rate hits 2006 high CNN Homebuilders' selling point: Optimism DiMartino NYSE-Grasso Trial to Start Oct. 30, Overlap With Spitzer Bid for Governor BL Bernanke Predicts Economic Rebound, Presses China on Yuan BL Treasurys flat following Bernanke CBSM U.S. Philadelphia Area Manufacturing Accelerates BL PFed Jan. Housing Starts Rise 15% to 2.276 Mln, Most Since 1973 BL U.S. jobless claims rise to 297,000 CBSM U.S. Jan. import price index up 1.3% CBSM Paul Questions Bernanke on M3, Inflation Paul The Chairman Speaks WSJ Bernanke, Following Greenspan on Rates, Refuses Budget Role BL Bernanke boost? Newsletters cautious Brimelow Smooth road for Fed chair so far, uncertainties ahead CS Monitor A Little Advice for the new Fed Chief Crudele New Fed Chief Meets Same Old Congress Baum Hunt for Yield Blind US to Risk AEI Financial spreads seen staying tight Reuters Debt steady after Bernanke Causes & Implications of Low Interest Rates and Yield Curve Conundrum Pimco Forget The Yield Curve: The Crack Spread Is Negative! Wachovia PDF Employment in Current Expansion Remains at the Bottom of the Class NT PDF Shelter Glut Could Prove to Be Bubble's Demise TheStreet Builders sling deals as market cools off Orlando Sentinel H-P profit up on PC, printer sales CBSM AMAT Beats Washington Mutual Cutting Jobs TheStreet DaimlerChrysler Says Profit This Year to Be Hurt by Interest Rates, Oil BL Ford Analyst Sees Market Share Dropping AP Enron witness: 'This is BS' CNN Newmont settles civil Indonesian pollution case in 30 mln dlr deal AFP Tech execs get grilled over China business Fortune Medtronic Continued Selling Defibrillators Two Years After Finding Defects BL Japan May Have to Cut Spending, Yosano Says BL Stark Financial Choice FT China has no need to adjust exchange rate People’s Daily China Needs to Get Rich Before It Gets Too Old BL More Mu Musings BCA Research Singapore Raises Its 2006 Economic Growth Forecast to as Much as 6% BL Mexico Fourth-Quarter GDP Growth Slowed More Than Expected to 2.7% BL We can handle a slide: Treasury Australian Top Bank official calls for action on gilts FT Willem Buiter wrote last month that government’s reticence in issuing long-dated index-linked gilts when yields had fallen to 0.38 per cent “is the equivalent of going on a tiger hunt armed with nothing but a smile and a pea-shooter” German govt drops Buba gold sale plan - sources AFX Russia Sells 30-Year Ruble Bond 8 Years After Default BL Japanese researchers detect patterns of stock fluctuations Kyodo Directors in cartels safe from jail for at least 2 years Times Online Japan Air chief rejects calls he resign AP Answers to the questions swirling around Livedoor Japan Times Bird flu 'could take 142m lives' CNN Worst case economic cost is $4.4 trillion Yale Dumping Oil Investments Tied to Sudan AP Cheney, "A Beer or Two" and a Gun Nation Timeline of Cheney's mishap NYT
Wednesday February 15 Crude Falls Below $59 a Barrel After U.S. Reports Surge in Inventories BL Bernanke Tells Congress Fed May Need to Raise Rates BL Testimony Treasuries Are Little Changed as Bernanke Testimony Matches Predictions BL U.S. capital flows fall in December CBSM TIC Industrial Production Dips in January AP FED Factory activity steady in New York CBSM NY Fed Bernanke May Resist What's Popular in Congress BL Bernanke to show his hawkish side Reuters 3 questions Bernanke should answer CSBM Is this thing on? Bernanke steps to the mike It will take some time for Bernanke to crawl out from under the shadow of his larger-than-life predecessor. The Wizard of Bubbleland Asia Times PART 4: The global money and currency markets China May Be Branded a Manipulator as Treasury Assesses Markets BL China defends trade record as US ups ante with new task force AFP The Strength of the Dollar Sennholz The Most Misleading Words Saville Analysts put dents in hyper-bullish forecasts Pioneer Press By late 2009, Dent sees the Nasdaq peaking at about 13,000, roughly six times its current level. Both good and bad news Hulbert Caution grips fund managers AFR Kentucky Ruling Targets How States Tax Muni Bonds BL Americans Underpay Taxes by $345 Bln, IRS Says BL Toxic Loans Threaten Home Values Realty Times Hot Niche in the Rental Market: Housing for the Elderly NYT SD new-house prices took sharpest month-to-month dive ever recorded UT 240 Days of Housing Inventory Stats in Sacramento Blog U.S. mortgage applications decrease last week MBA Pop Goes the Bubble Fool A One-House, $400 Million Bubble Goes Pop NYT All that Glitters is Gold... and Silver, Platinum, Copper, etc. Aden Gold mobile phone China Daily Oil Prices Inch Up Ahead of New Fuel Data AP OPEC lowers '06 outlook on oil demand Reuters Why oil will hit $100 a barrel BBC Cost of E85 fuel is higher than gasoline USAT Investors Are Tilting Toward Windmills NYT Outlook for North American Business Finances RBC PDF "Not since the Golden Era of the 1950s and early 1960s have companies experienced such cash surpluses" Merrill to Swap Fund Management Unit for 49.8 Percent Stake in BlackRock BL GM Management Gets Lion's Share of Blame, Not UAW BL Withdrawals dog Putnam in '05 Boston Globe A hedge fund's ups and downs Miami Herald Barton Biggs Talks Hedge Fund Mythology TheStreet Hedgehogging Microsoft hopes giveaway attracts new search users WP Warren Buffett pulls back -- a little Reuters Ex-Skilling Ally Testifies in Enron Trial AP NASD is sued over failing grades NYP SEC case hinges on flipping Knight trader NYP Nikkei sinks below 16,000 line again in thin trading Kyodo Meet the Man Who Is Bringing Asia Together Pesek China's appetite for African oil grows Fortune Unemployment jumps as factories suffer Times Online Are Emerging Market Equities At A Riot Point? BCA Research T. Rowe Buys Iraqi Bonds as Rally in Emerging Market Debt Slows BL London Leads Hong Kong, Tokyo as Costliest Place to Do Business BL London house prices leap by up to 6% Times Online Tough times for Sydney spell trouble for Australia Reuters Mittal profits plunge after 'challenging' year Times Online Credit Suisse Net Income Increases 15%, Missing Analysts' Estimates BL Air cartel probe expands to Asia BBC Watchdog defends probe of Livedoor Asahi Russia-Iran nuclear talks back on FT
Tuesday February 14 Oil falls under $60 on ample supplies CBSM Stocks rally; Dow shoots past 11,000 CBSM Gold pulls out of steep decline CBSM SUA Letter To SEC PDF Bush Toughens Stance on China Trade AP Battle over Bush-Backed Tax Cuts The Ever-Growing Federal Budget Paul Creative Accounting to the Rescue? The bond yield conundrum – taking stock one year on Commerzbank PDF Retail Sales Jump 2.3% in Biggest Increase Since May 04 BL Census Treasuries Drop as Retail Sales Rise Twice as Fast as Consensus Forecast BL US on track to hit debt ceiling mid-Feb--official Reuters Bernanke needs to set course to avoid inflation's iceberg Times Provided he doesn’t do anything silly, like decide to go hunting with Dick Cheney, Ben Bernanke will slip from the shadows to the global marketplace this week when he gives his inaugural speech as the World’s Most Powerful Man. Bernanke Sets Record Straight Before Big Debut Baum Bernanke's Congressional Debut Won't Rock Markets Berry Bernanke's Fed Will Stress `Solid' Analysis Over Personality BL Dollar sits tight before Bernanke testimony Reuters 2006 Federal Reserve Token BnotB Gif Fed Rate Increases? Money-Fund Investors Love 'Em Currier Twenty Thousand Leagues Under an Ocean of Debt FSU Oil? America's addicted to everything! Farrell Continued Caution May Stymie Hopes For Cap Spending Boom IBD Businesses will wait to spend DiMartino Indian Steel and Egyptian Cell Phones Slate Do these products sound scary or great? Your answer says a lot about you. Be Wary of Bonds' Popularity Sloan Bond, Treasury Bond Daily Standard From fruit to IT, deflation is the issue FT A new inflation kicker Reuters Growth's perilous seduction Financial Post Clouds Over Condos: Are Stormy Times Ahead? Real Estate Journal Softer home market nets freebies for buyers USAT Home Supply Outpacing Demand, Skyline Report Says Morning News Home Prices Do Fall NNKBubble Greenback is still golden CBSM NY Precious Metals Pre-Open:Gold $3 Higher; Silver Up 12c Dow Jones Is this the last great buying opportunity for gold? AME Tokyo Liquidation Deepens Gold Correction Dow Jones Why gold stocks should go higher Jubak Gold's big run is almost over U.S. Royalty Plan to Give Windfall to Oil Companies NYT The federal government is on the verge of one of the biggest giveaways of oil and gas in American history... Google cursed by too much cash? Hulbert GOOG: In The Drink Telegraph Google investors search for stability FT KB Home Latest to Warn TheStreet KBH Insider Sales Mish Car dealers face troubled future, squeezed profit SPTimes Moody's cuts Boston Scientific ratings Reuters Vulture Funds Get Little to Pick as Too Many Buyers Chase Yield BL For investors in distressed debt, the party is over. Why hedge funds remain risky CBSM Hedge concern calls it quits as strategy falters Triangle BJ Schroders' Clarke Sells One-Third of His Fund BL Coca-Cola Says Warren Buffett to Leave Board of Directors After 17 Years BL Enron's defense could be brilliant... or crazy CNN Lay Reveals Losses Before Enron Implosion AP Harry's at Hanover Square, Beloved Wall Street Saloon, Returns BL Money really doesn't buy happiness, study finds AFP Yen Strengthens After Report Signals Japan Investors Bringing Money Home BL Foreigners buy up record 14 trillion yen in stock Japan Times Bank of Japan's Mizuno warns of risk of asset bubble - report AFX Midterm JGB yields to fare worst as BOJ move looms Reuters Chinese tiger runs towards the trap Telergraph Yuan hits new high against US dollar China Daily German Economy Fails to Grow as Consumers Spend Less BL Hedge Funds Bring Capital, Anxiety to India BL Rich at heart Macleans They're young, they're hip, and they're living the good life -- on $35,000 a year. Meet the Debt Generation. Christmas sales worse than expected NZ Herald Gambling outpaces retail growth AAP Confusion over house price rise Thisismoney Ministers will fight demands for pensions compensation Times Online Charge against founder is 'tip of the iceberg' IHT Kumagai tied to book-cooking TSE seen poised to delist Livedoor Yomiuri The dotcom firm that fell to earth and then miraculously rose again Guardian U.S. and Israelis Are Said to Talk of Hamas Ouster NYT Iran Postpones Talks With Russia and Resumes Uranium Enrichment NYT Poll: Americans nervous about Iran CNN
Monday February 13 Gold futures close at a five-week low CBSM Commodity-stock warning BL WTO Rules U.S. Failed to Remove Tax Break for Exporters; EU to Retaliate B Syria switches to euro amid confrontation with US Reuters Economists see first-half rebound -Fed survey Reuters PFed Trade Deficits and Asset Bubbles Roach Berner ~ Xie U.S. Stock-Index Futures Fall BL Uncertainty Likely to Continue AP The Information is in the Divergences Hussman Bernanke Will Resist Calls for Fed Pause in Congressional Debut BL Dollar May Extend Rally for 6th Week, Longest Gain Since 2000 BL Barclays, Morgan Stanley, 2005 Dollar Optimists, Now See Currency Falling BL Mood on Wall Street turns bearish, top analysts say Orlando Sentinel Think the Deficit Is Bad Now? Just Wait. WSJ Trade gap aside, a lot still 'made in USA' CS Monitor Notes from a housing bubble's bust MSN (Fleck) Once-torrid housing market cools Palm Beach Tokyo Gold Fall by Daily Limit in Morning Jiji Gold dims as demand wanes B Investors pin hopes on sustained China gold rush FT Sanguine Schultz sees $2,000 gold Brimelow Maund on Gold and Silver G-E Now is (not) the time to buy gold Shepherd Gold May Rebound on Renewed Demand From Investors, Survey Shows BL Markets sink as funds cut positions Reuters Oil Rises From 6-Week Low as Storm Dumps Snow in U.S. Northeast BL Cancel That Apocalypse -- The Oil Crisis Is Over BL Google shares may fall another 50 pct-Barron's Reuters GE Pushes LBO Loans as Light Bulb Profit Dims BL Huge oil profits skew earnings picture USAT Chrysler Offers Dealers Cash to Take Cars AP Home Depot may take stake in Chinese firm: report Reuters Merrill may buy $8B stake in BlackRock Reuters Pension plans turn to hedge funds CS Monitor US Congress set to grill Internet companies over China clampdown AFP Fannie Interim CFO Earned Nearly $9 Million CFO Dalmia Nabbed Byron Decades don't douse Milton Friedman's fire SF Chronicle US group implants electronic tags in workers FT Baseball crashed when stock market did The Citizen Japan's disgraced Internet guru Horie to be charged BL Why the Bank of Japan Should Just Shut Up Pesek China Trade Surplus Narrows Less Than Forecast BL China is set to overtake America as biggest economy within 30 years King Overpriced and over here: Housing affordability Online Opinion Australian houses are now the most overpriced houses in the world Castles left in the air as fantasy prices fall Scotsman ‘Microsoft Millionaires’ property firm collapses Post.ie Japan's disgraced Internet guru Horie to be charged AFP Main lenders won't provide fresh financing to Japan's Livedoor - report AFX Fake goods explosion may reach $2,000bn Times Online
Weekend Edition (Feb 11-12) The Week Ahead: Tough Talk CIBC PDF Bank and Ben prepare contradictory messages Inde Bernanke jitters to overshadow stocks CBSM New chairman may hint at more rate hikes next week Spotlight shines on Ben Bernanke FT Greed by Four Lengths Mauldin The Return of the Long Bond Schiff Unwinding the US trade deficit is the policy challenge of our time... Inde Blow-off Analysis Noland Wider Deficits, Deeper Inversion TheStreet Gold ETF Impact Zeal Dr. Jekyll and Mr. Government LR Avoiding Hedge Fund Fraud TheStreet Real Estate Update Harding Do Not Be Fooled by U.S. Housing Numbers in January Global Insight US car component makers to shut plants FT Executive Loses Case on Trading NYT New Front: Protecting America's Investors NYT Global Bonds: Consolidation or Trend Reversal? BCA Research Could China's red-hot economy collapse? Asahi Bears make big bets in Japan rate derivatives Reuters Energy prices 'threaten growth' BBC G8 Moscow talks focus on energy BBC Japan's SESC Files Criminal Complaints Against Horie BL Livedoor exec's e-mail reveals nerves over deal Yomiuri Will Alan be offering key advice? Observer US prepares military blitz against Iran's nuclear sites Telegraph
Friday February 10 Yield curve inverts after strong auction CBSM Gold closes sharply lower Anything over US$633 is PURE Honey! Bugos Trade Gap Widens, Ending Year With Record $726B Deficit BL Census The Knack for When and the Gift for How Pimco (McCulley) Summary of 2005 results and forecasts for 2006 Chicago Fed PDF Rebalancing Made in Japan? Roach Making Sense Of The U.S. Wage Picture BCA Research A Market in Transition Business Week Bad vibes from America BRW Long bond welcomed back by financial markets AFP About 65% of the bids came from indirect bidders, which include central banks as well as pension funds Don't buy into the 30-year bond hype DiMartino U.S. companies may sell more 30-year debt Reuters Goldman Says Dollar Has Reached `Peak' BL Life after Fed proves tricky for Greenspan FT Bush's Nomination of Warsh to Fed Draws Criticism BL Greenspan quickly shows he's not the retiring type IHT (BL) Poor Ben Bernanke Bonner The Role of Central Banks in Banking Crises Global Politician Inverted yield curve threatens US mortgage bonds Reuters Real estate analysts sees 'moderating' prices NC Times Federal directive targets risky mortgage practices WT Gold drops nearly 2 percent as funds sell Reuters Why Gold Won't Fold Metals recover, bruised not beaten by sell-off Reuters Brokers differ on gold outlook Globe & Mail Metal Matters ScotiaMocatta PDF Hedge Book 4Q 2005 Mitsui Citigroup unpacks metal truths Money Web Silver fundamentals very bullish CBSM China and Gold Saville Reply To Gary North on Silver Watson Pasta-maker will miss another filing deadline KC Business Journal Oracle to Cut 2,000 Jobs; Guidance Is In Line TheStreet MBIA's shares weaken on earnings CBSM GM Unit May Retain Junk Rating, CreditSights Says BL Automakers fast-track ethanol use USAT Department Stores as a Technically Key Sector Financial Sense Hedge Funds' Huge January TheStreet Hedge fund numbers may confuse instead of clarify Reuters Fund Investors Hear Some Noisy Echoes of the '90s BL Oil Giants Fell Behind on Fees NYT Tesco takes plunge into tough US market Guardian Chicago Merc to Trade Snowfall Futures AP Asia/Pacific: Liquidity Rotation Xie The cooling property bubble may have triggered liquidity rotating from property into commodity and emerging markets... Yen Jumps as Japan Machinery Orders Grow 4-Times Faster Than Forecast BL Japan's Jan. Producer Prices Rise Fastest in 16 Years BL Banker calls on BoJ to raise rates FT Japan still in mild deflation-govt spokesman Abe Reuters Japanese Consumers, Splurging on $436 Jeans, Spend BL Bears make big bets in Japan rate derivatives Reuters US senators launch bill to repeal China's trading status AFP UK plunges into the red on annual crude trade Times Online ECB sees tentative signs of overvaluation in euro zone housing market AFX First-time buyer activity 'at 25-year low' Guardian ÂŁ1,000 to arrange a mortgage Thisismoney Germany: Waiting for a Wunder Economist French Economic Growth Slowed in Fourth Quarter BL 10,000 Reasons India Is a Good Investor Bet Pesek The Indian property challenge Business Standard Chile's Central Bank Raises Benchmark Lending Rate to Highest Since 2002 BL Brazil Buying Back International Bonds, Levy Says BL Canada’s Wild West is Experiencing an Oil Boom Independent The isolationist temptation Economist A growing number of Americans would like fewer entanglements with foreigners Selling Un-Free Trade Agreements CEPR (Baker) EU directive opens door for shorting FT Steel price in China to drop this year Xinhua Russia: Utilities Rates to Worsen Inflation Moscow Times Angry shareholders take Australia's Telstra to court AFP Volkswagen will cut up to 20,000 jobs AP
Thursday February 9 Treasuries Surge After $14 Billion Sale of 30-Year Bonds, First Since 2001 BL Gold futures climb as much as $9 CBSM The Virtuous Circle Schaeffers Hi-Ho Silver! Gov't Announces $1.6B Settlement With AIG AP A bonding agent for stocks CNN Jobless claims average of new claims lowest in nearly 6 years CBSM The US Economy and Markets may be heading for a Bernanke 'Trap' PBear Mogambo Guru - Hoye - Russell Monetary and Fiscal Fallacies Feed Unsustainable Outcomes Forex FX `Greatest Central Banker Ever' Comes Down a Peg Baum “If there is a silver lining in all of this, it's that the more he opens his mouth, the sooner he will be discredited.” Lehman Picks Up $250K Greenspan Dinner Check NYP â€Generation Debt' is going deep into the red MSNBC Big deficit looms behind revival of 30-yr bond Reuters Report ranks risks facing global markets Globe & Mail Terrorism and oil woes top list of biggest financial worries Home inventories rise sharply in many major markets WSJ Lawyer seeks to re-create MLS system ContraCosta Papers allege realty fraud Pioneer Press Gold regains some ofits lustre after big slide FT Correction Underway, But When Will it End? Grandich Bank of America to begin trading metals in summer Reuters Merrill Lynch raises long-term gold price view Reuters Donâ€t Lose Your Faith In Resources, GSJBW Says AIR JP Morgan Switches To Underweight Resources AIR China Plans CNY500 Mln-CNY1 Bln Gold Invest Fund This Yr Dow Jones Copper Rises for a Second Straight Day in London on Fund Buying BL Ethanol, Boon to Farms, Won't Cure Oil Addiction Berry Benefits Go the Way of Pensions NYT ABB discloses possible bribery to U.S. IHT GSK facing $12bn tax bill in US as row widens Times Online AIG Set to Announce $1.6 Bln Settlement, People Say BL Carl Icahn's Take on Time Warner and Corporate America Wharton If Buffett says he's okay, perhaps we oughta hire him BL Who Watches Accounting's Watchdog? Business Week Stock Sales Ripped NYP Bank of Japan keeps rate policy unchanged AP South Korean Central Bank Raises Benchmark Rate to 4% BL Bank leaves rates on hold again BBC Global Bond Yields Are Headed Lower BCA Research If China's Government Spends, So Will People BL Japan's Real Estate Bubble NBR New Zealand Sheds Jobs for First Time in Three Years BL Factory output at worst for a decade  Telegraph U.K. December Trade Gap Widens to 6.1 Billion Pounds BL For fast-growing India, a period of adjustment Reuters 'Made in China' labels don't tell whole story IHT Collectibles: Chinese scale models cheaper -- and it shows PPG
Wednesday February 8 Fed: Loan demand slackens across board Reuters FED - Announcement Mortgage demand cools since October CBSM Greenspan speech affects dollar, rate futures Reuters Comex Gold, Silver Bouncing On 'Reloading Dow Jones The Bell Tolls For Toll Bros. Kasriel Consumer borrowing rising more slowly than at any time since 1992 BBC FED Itâ€s Different This Time Northern Turst PDF Correction Time is Here! Faber The Budget Crisis: Is It All DĂ©jĂ Vu? Brookings Remedial Math for the President AEI Who will feel budget's impact? CS Monitor American dream putting homeowners in deep debt Washington Times Foreclosures Rise / More Defaults Expected Mish More builders entice home buyers with upgrades, TVs USAT Upscale homes become harder to sell, some are taking big financial hits PP Housing bubble watch Reuters Even in paradise, the housing market is cooling off SF Chronicle Terror threat responsible for high gold price - Greenspan Times Online The 79-year-old is believed to have earned $120,000 (ÂŁ69,000) from his one-hour speaking engagement. Buy Silver or Gold? North Gold: Biggest one-day decline in 13 years Reuters “Biggest down day for the April contract on record” CBSM Dubai gold imports rose to 522 tons in 2005 - UAE WAM Base metals savaged as funds sell commodities Reuters Will Iran dispute push oil to $130? CNN Saudi official says soaring oil prices can't last AP Commodities bull market has long way to go: expert Business Times Cisco Shares Rise as Chambers Surprises With Optimistic Forecast BL Parsons under fire as Icahn launches Time machine FT Freddie Mac's Bitsberger Says Asia Funding Important BL Investors in the region have bought up to 60% of Freddie Mac's recent sales. First Enron, Then WorldCom; Now Japan's Livedoor Pesek Hedge fund firms face more growth and scrutiny Reuters The Hedge Fund Report: Another One for the Masses TheStreet CFTC chair warns hedge funds over more regulations Reuters Investors look ahead to credit market correction Reuters AT&T Cutting Consumer Jobs ~ Liz Claiborne to Cut 500 Dell tools up with Google ~ IBM kicks Power6 to 6GHz Register McDonald's reveals high trans fats levels in fries FT Oil Companies, SEC Differ on Metrics CFO Ego Unleashed, or Everyman of the Market? NYT The bull market in James J. Cramer has no end in sight? Dissatisfied Customer Drives Through Dealership, Sets It On Fire AHN Asian Stocks Have Biggest Drop in 10 Months BL Japan's loan balance marks 1st rise since 2001 Kyodo Japan's Bonds May Fall on Concern BOJ to Signal Shift in Policy BL China faces risk of house oversupply Peopleâ€s Daily House price growth in 2005 slows to weakest for decade Times Online House price boom traps young buyers Norwich Evening News Europe's Iron Curtain Reappears in Economic Split BL Canada Stocks Lop Off Over 200 Points Dow Jones Our great task: weathering a Chinese storm Asutralian Straitened industries prepare for a lean year Sydney Morning Herald BP: ÂŁ11bn profit falls short of City expectations Guardian Bluescope Steel shares plunge on profit warning AFP Washington to cancel Afghanistan debt of 108 million dollars AFP
Tuesday February 7 Gold Tumbles by Most Since 2004 BL Oil under $64 CBSM Sweden Aims to End Oil Dependency by 2020 AP Exxon: America will always rely on foreign oil Reuters Stocks Decline As Commodity Prices Drop AP “What you're seeing right now is gold, silver, oil, aluminum, copper -- anything you can drop on your foot and it hurts, is retreating” Home Sales in 2006 to be Slower but Sustainable NAR Toll Faces Growing Pains TheStreet Homebuilders' Stocks Fall Building Materials profit disappoints, shares fall Reuters Homebuilder quotes and news Yahoo Fear of the Fed Resurfaces TheStreet Futures down as Toll Brothers warns CBSM Wall St.'s tech worries CNN Psychology of a Falling Dollar Merk Rising economic star warns of risks ahead Chicago Tribune Grantham chairman plans for extended bear market G&M (from Barron’s) Dodge warns of global imbalances Globe & Mail Bank of Canada governor strengthens message: problems could lead to ‘periods of outright recession' Ben Bernanke: An unworldly professor Telegraph Chasing Returns Schaeffers Bellwethers Nix Hope of a Bull Market TheStreet If the chase for returns comes to a halt then all the various liquidity plays will come tumbling down together. Small Caps Are a "Sell" To Profits Or Household Spending - Which Has Bigger Effect On Capex? Kasriel Debt Markets Demystified Financial Sense Politics & Budgets: Louder & Uglier EW Bush budget a tough row CS Monitor Bush's "ownership society" goes bust Slate Bush Administration policies and the deficit EPI Behind The Jobs Letdown Crudele If home prices fall, rents may fuel inflation DiMartino Desperate house sellers turning to religion StarTribune Default notices are on the rise Sac Bee Jobs slipping as home sales slow Miners hedging to lock in record prices - Barclays Reuters Still Going Heavy on the Metal FT Advisor Gold Bugs Eye $600, $850 and Far Beyond TheStreet Gold will outperform market: Marc Faber Business Standard Toll Home Orders Decline for First Time in Three Years; Sales Forecast Cut BL General Motors cuts dividend by 50%; lowers exec pay CBSM No Happy Ending for GM in Tale of Two Automakers Gilbert Kerkorian makes GM board move FT Coca-Cola Net Falls 28% on Tax Costs, Slump in European Soda Sales BL Era of easy oil is over, Chevron says Denver Post Hedge fund managers fear arbitrary SEC probes Reuters Steelmaker Sued to Protect Pensions CFO Waste Management Exec Found Guilty CFO Former Enron exec sobs on witness stand Reuters Japan's Warlords Meddling in the Nikkei-225, Yen, and JGB markets SH BOJ May Maintain Policy as It Gathers Proof Deflation Is Beaten BL Land of the rising sums Guardian Chinese currency hits post-revaluation high AP Negative equity rise `no threat to banks’? Standard Bangalore Squeezes India's Low-Skill Hinterland BL Australia: Gloom grows over economy AAP Slump hits home SMH German Industrial Output Declined for Second Month in December FT Survey fuels fears of UK consumer slowdown FT Canada: The Mortgage Market - The Long And Short Of It CIBC PDF Brazil's Congress to Pass Bill Aimed at Weakening Currency, Lawmaker Says BL Buyouts bring huge riches for firms' chief executives Times Online Sensex breaks through 10,000 mark again FT
Venezuela's Chavez Threatens U.S. on Oil AP Iran, Defying Atomic Agency, Says It Will Resume Nuclear Work NYT Use of force against Iran is on agenda, warns bullish Rumsfeld Scotsman
Monday February 6 Treasuries slip ahead of U.S. borrowing bonanza Reuters 2-yr above 30-yr Japan investors happy to buy U.S. bonds - for now Reuters A Real Washington Scandal Paul Remarks by Chairman Ben S. Bernanke FED Bush proposes $2.77 trillion budget CBSM Dow deflator WSJ A record for the Dow Average seems close until you adjust for inflation Flying Wallendas Hussman Treasury Market Shows Inflation Concern Rising at Fastest Pace Since 2004 BL Rate increases may run into summer USAT Does the trade deficit threaten the US economy? Brookesnews Boomers: Living Hand to Mouth -- and Barely Getting By Yahoo The End Game Saville Sobering thoughts on global bash Financial Post It could be that in the next U.S. slowdown, we will find out just how important the U.S. economy still is and just how much of a miracle the Chinese economy actually is. The Battleground of Globalization Roach Budget Machinations US News All those budget-obsessed bond traders from the go-go '90s now seem disinterested when they should be in a panic. Caveats, footnotes and disasters Palm Beach Post Let's see: Annual deficit, $337 billion. Average annual spending cut, $8 billion. Yeah, that ought to do it. Major deficit-reduction deal this year has hurdles USAT Bonds: U.S. long bond is back - with low yield IHT (BL) Bush's Low-Cost Borrowing `Comes Home to Roost' as Rates Rise Bush to make rare presidential visit to the Fed's HQ AP Gold Prices May Rally From 25-Year High on Iran, Survey Says BL Gold: About Central Banks, And Liquidity AIR As good as gold Globeinvestor China Gold Association to set up first domestic gold investment fund Interfax Silver ETF Could Spur Demand Dow Jones Commodities ETF breaks new ground IBD Crude Oil Climbs as Iran Defies United Nations to Pursue Nuclear Research BL Citigroup ups oil price forecasts through 2009 CBSM Tracking all that oil money SF Chronicle Shipping prices predicted to slide by 10% Times Online 50 years ago, container ships altered the world SF Chronicle DaimlerChrysler, Norilsk Nickel sign contract on palladium supplies Itar-Tass All that glitters is not gold in Delhi CNN-IBN GM May Cut Dividend for First Time in 13 Years; Kerkorian Demands Savings BL Google has peaked, but the rally may go on MSN (Fleck) Is something wrong with GE? Brimelow Morgan Is Overtaken by Goldman in Asset Management Revenue BL Murdoch to launch CNBC rival by year end Reuters TrumpNation and the Art of Offending the Donald Lewis Icahn: Rerun to miss NYP So Long Footnoted Liabilities CFO Pensions and other retiree benefits are graduating to the balance sheet A bid to tie Enron duo to deceit CS Monitor New breed of investor buys, sells paintings instead of stocks, bonds BL Sensex breaches the historic 10,000-mark Rediff The journey: 1,000 to 10,000! Not all CBs understand that conventional wisdom on inflation is redundant King Europe Is a House Divided Newsweek The Oracle speaks: 'Gordon… you've messed up' Telegraph An ailing U.S. could make Canada sick Reuters Occasional Report #56: The Time of Sands CIBC PDF U.S. eyeing Alberta oilsands National Post Chinese workers may be solution to oilsands labour shortage E Sun Nigeria of the North EMagazine Oil Sands Frenzy Threatens Alberta Environment The Oil Sands Story Oil Sands Retail not far off recession Courier-Mail The big chill now afflicting Australia's retailers is part of the longest downturn in the sector since the recession of the early 1990s. Final-salary pension rules 'risk cash crisis at one on five firms' Independent Anger over '25% gas price hike' The Mail Fiscal devolution alone will not save Scottish economy The Herald House repossession actions hit record levels in Q4 ABC.uk Dubai property prices 'set to decline' Gulf News Lack of debt hides financial trouble SMH Companies scramble to exploit 'hybrid' finance FT ($)
Weekend Edition (Feb 4-5) Correction Phase Beginning Swenlin Ignore the Ups and Downs at Your Peril NYT Being Street Smart Harding Ahead of the Yield Curve Mauldin The Essence of the Greenspan Era Noland Beware the Alchemists Mises Gold & Silver: 25 and 18 Year Highs, and more... Aden A bullion-dollar bank account Business 2.0 Good as Gold Luskin The Disappearing Savings? Chapman Oil one of many U.S. addictions CBSM Economists see record trade deficits in '05 and beyond Massive oil profits may not last Fortune Have Commodities Become the New Tech Stocks? NYT Resources boom hinges on China and US Herald Sun U.S. Moves to Seize Bankrupt Steel Maker's Pension Plan NYT Carl’s Backup NYP Auto crash PTribune Moody's reviewing Dow Jones ratings for possible downgrade CBSM Krispy Kreme Unit Files for Bankruptcy AP Corporate accounting is getting exciting Arizona Republic Home buyers in a squeeze AR Market shifts in home buyers' favor Bankrate The Love Song of the U.S. Home Owner SH Pentagon sees China as greatest potential rival FT Chinese shares left out in cold Times Online Dubai property prices 'set for decline' Reuters Thai premier's $1.85bn headache Asia Times Private partnerships under scrutiny Asahi WPP Italy chairman is dragged into probe Telegraph Massive options bet prompts Rolls-Royce surge Independent 70% of firms want stricter regulations following Livedoor scandal Yomiuri Botton line on bad news bears Herald Sun Mexico to sell debt on U.S. market The Herald Venezuela's Chavez Threatens to Shut Citgo Refineries, Jail U.S. Diplomats BL Chavez says Bush worse than Hitler Reuters Syrians Torch Embassies Over Caricatures AP Iraq war is costing $100,000 per minute LA Times IAEA to report Iran to Security Council CBSM Referral stokes Iranian defiance
Friday February 3 Hot home markets to cool down...how will your home fare? CNN Consumers turned blue in January Reuters Nation's Service Sector Expands in Jan. AP ISM Economy Adds 193,000 Jobs; Unemployment Rate Drops to a 4-year BL BLS US overstates job levels, says study Standard CEPR Report Treasuries Fall as U.S. Average Hourly Earnings Gain More Than Forecast BL Futures Traders Increase Bets on Fed Raising Rate to 4.75 Percent in March BL US Treasuries barely budge in pre-payrolls vigil Reuters Passing Ships in the Night Roach IMF pushed as 'super cop' for currencies CBSM The squeeze on American pocketbooks CS Monitor Graphic ~ Saving Rates The Myth of the over-extended Consumer? National City PDF Too Much Gold in Goldilocks CSFB PDF When a whole cluster of markets go into vertical mode at the same time, it’s better to let the pictures do the talking. Welcome To The World Of Confusion Dundee PDF Contesting the Accepted View of Bernanke Prechter U.S Government debt out of control as Bernanke takes helm Decerates Greenspan's Retirement Hoye Goodbye, Mr. Bubbles ~ Schiff America for Sale CFO Foreign firms are buying U.S. companies at the fastest clip in five years, creating concerns on Capitol Hill. U.S. Health-Care Wounds Won't Heal With Tax Breaks BL Housing's slide will have ripple effect DiMartino Real Estate Tremors Forbes Mortgage Rates Leap Gold Bulls See Further Sharp Gains On USD Weakness Dow Jones $665 Gold rally not a bubble Reuters Schmidt ~ Baltin Like a gorilla with a gun, gold can go anywhere it wants German government, Bundesbank at odds over gold sales AFP Oil Prices Fall As Supply Fears Abate AP Oil Analysts Are Less Optimistic "The $65-a-barrel mark is a very, very important level for support" Feeding the Oil Addiction Washington Post US must stop gas guzzling to beat Gulf oil addiction Reuters For oil addicts, switch-grass gas and more CSM ‘Bush didn't mean it literally’ Every president since Nixon has promised a new energy future ASPO launches free weekly Peak Oil review ASPO Subscribe Booming China helps commodity prices boom USAT Copper Soars to More Than $5,000l BL Platinum hits record high Sugar futures close at 1981 levels CBSM Middle East hedge buyback talk boosts aluminium prices Reuters “We hear a (Middle Eastern) producer was very short of options and futures (for the second half of 2006) and had to pay enormous margin calls.” Rio Tinto Studies $9 Billion Mining Expansion in Iron, Coal and Diamonds BL Enron jury hears tape of Skilling cursing investor Reuters Why Is This Legal? EW Why did regulators suggest a "crackdown" and then fail to crack down? MetLife, Prudential expected to feel yield-curve pressure CBSM Bank of America drops loan trading fees - LPC Reuters Maytag Posts Wider Fourth-Quarter Loss AP How long before Buffett is tripped up? CBSM Hedge funds and private equity Economist With more investors hunting on the same ground, returns might be trampled. Futures contracts on Super Bowl seats NYT China: What Next? Xie China's oil consumption decreased in 2005 China Daily ECB signals higher rate could come next month IHT (NYT) Investments in Saudi property market soar to SR1 trillion Khaleej Times Beijing new housing prices up 19.2% in 2005 China Daily Australia: Huge rise in repossession SMH Beware foreign property deals Thisismoney Heavy sell-off as 5000 looms Australian Michelin plant latest Ontario casualty Globe & Mail We're not running out of oil says record-breaking Shell Telegraph Livedoor stock keeps falling, hits 85 yen Japan Times Hong Kong Disneyland Sells Out For 8 Straight Days L6 Lawmakers React Angry Parents Toss Kids Over Sold-Out Disney Park Fences World's biggest miner BHP drawn into Iraq oil-for-food inquiry AFP
Thursday February 2 Amazon.com 4Q Earnings Decline to $199M AP Gold futures climb, end near $577 CBSM U.S. planned layoffs top 100,000 G&M Hancock Fabrics Posts Higher January Sales AP NASD Steps Up Hedge Fund Sales Probe, Seeks Data on Individual Investors BL Fourth-Qtr U.S. Productivity Fell at 0.6% Rate; Costs Rose 3.5% BL BLS Jobless claims sink to 5-1/2 year low CBSM Retailers: Strong January, slower February CNN Curveball Pimco (Gross) Chart: Average Trading Volume Cross Currents Silencing factory whistles will muffle economy, report warns JSOnline NAM “I find it difficult to believe that we can just shuffle paper back and forth and make everybody have a good wage” Global competition 'a wake-up call' for US FT Dollar Rises to Seven-Week High Against Yen Before Jobs Report BL Japan: Growing Cautious On The Yen BCA Research No one wants to burst Greenspan's bubble Financial Post House passes, sends Bush $39B spending cuts Reuters Commercial real estate loans scrutinized AP U.S. December Pending Sales of Existing Homes Fell 3% BL Foreclosures Hit 12-Year High in Massachusetts Boston Globe Will Investors Seek Greener -- and Less Risky -- Pastures as Housing Market Cools? WPCarey Remonetisation of gold: Start hoarding Cheuvreux PDF Japan investors pile up gold futures Reuters Opec issues warning on Bush oil pledge FT Copper hits new record high as funds pile in Reuters Common Cents Crudele If the price of zinc keeps Climbing, Franklin's motto will soon have to be changed to "a penny saved is a penny that should be melted down." Base metal prices in 'uncharted territory' National Post Base metals prices are moving up so fast that analysts can't keep up... Company bankruptcies may surge from 8-year low Reuters Hedge fund continues to put heat on Angelica St. Louis PD Google: “Hopes and Dreams" in the STOCK MARKET? EW GM to spend $15 billion on technology CBSM A Day in the Barrick Schaeffers Taco Bell parent becomes Kentucky Derby sponsor AP Hyatt Waikiki owner files Chapter 11 Pacific Business News Azabu Buildings said its debt resulted "from troubled real estate transactions in Japan related to the 'bubble' economy of the early 1990s." Government fears Blackberry shutdown CNN JPMorgan's Dimon, Yelling Less, Vows to Boost Profit 10 Percent BL Are the Enron jurors morons? Slate Enron boss 'tried to stifle critical voices’ Former San Diego pension officials plead not guilty Reuters Former AIG, General Re executives indicted - WSJ AFX Parmalat suit against Bank of America can proceed Reuters SEC Proposes Executive-loan Disclosure CFO Spitzer Still ‘Mad’ at Grasso NYP Prince called Arabian Buffett Globe & Mail The 100-Year-Old on Wall Street NPR Kahn has been working on Wall Street since 1928 Super Bowl not so super for employers G&M Online betting gets even bigger Seeking first-class returns? Try stamps Reuters Doggone troubles The Standard Momentous challenges and grave dangers loom in the Year of the Dog Rising Star AEI What Does China's Economy Mean for U.S. Strategy? South Korean Stock Boom Leaves Consumers Gloomy BL Pension fund trustees must take care to evaluate true added value of swaps FT Investors insist more long-dated gilts be issued FT EU grants U.S. and Japan reprieve on accounting rules IHT Higher debt 'harms returns' on Ł100m deals Times Online Indonesia beset with inflation amid food price rises FT Dubai outdoes itself as it hits new highs NYT IMF Faces Deficit, Doubts on Role as Brazil, Argentina Pay Debt BL 696 yen last week, Livedoor plummets under 100 yen a share Japan Times BCE to cut 4,000 jobs Globe & Mail Muhammad cartoon row intensifies BBC The Danish-Swedish dairy giant Arla Foods says its sales in the Middle East have plummeted to zero as a result of the row Israel halts tax payments to PA BBC Iran’s real crime? Daily Times Nuke Tests In Iran? AP If Iran starts its own euro-denominated oil bourse and it takes off, the US dollar — already an ailing currency due to huge deficits in the US economy — will be marginalised as the global currency.
Wednesday February 1 'Neff Said? Contrary Investor Greenspan to Advise U.K.'s Brown on World Economy BL Bernanke Sworn In 30-Year Treasury Bonds Return Feb. 9 AP Our Worst Nightmare....the Housing Bubble SH Manufacturing Activity Grows at Slower Pace AP ISM Ford's U.S. Sales Rise 2 Percent; DaimlerChrysler's Climbs 4.8 Percent BL Construction Spending Sets Record in 2005 AP Census Bond Market Bubble? AEI (Makin) Wall Street is having a hard time letting Alan Greenspan go AP Bernanke Inherits a Fed Leaning Toward Further Increases in Interest Rates BL How Bernanke Could Outshine Greenspan NYT Adieu Alan, Bonjour Ben, Welcome Transparency Baum Greenspan Goes Out With Final Jab at Inflation Berry Markets can expect more clarity CBSM Hail to the Chiefs Smart Money Myths of the Greenspan Era TheStreet People still confuse a bull market with genius Greenspan: Moneyman New Yorker The Greenspan I knew G&M E-Economic Newsletter Mogambo Lenders try to keep mortgage boom alive WSJ "They have too much time on their hands and too many employees sitting around." Hedge funds have a pile of cash to lend. Should you take it? CFO 2005 record year for corporate downgrades -Moody's Reuters IRS `Concerned' About Bear Stearns, CDR Relationship BL Municipal issuance volume fell nearly 21% in January Bond Buyer Gold to hit $800: JPMorgan G&M Silver: A Two-Decade High, & A Critical Juncture EW A Slam Dunk? Butler Bush: Technology can relieve "addiction" to oil USAT Red ink reins in ambitions Oil Falls After Iran Says Nuclear Dispute Won't Halt Exports BL Lex: Google FT Auction of GMAC enters final stages FT CEOs for $1 a year -- plus millions more MSN Lawyer: Enron Never Infested With Fraud AP Wal-Mart chief faces jail for fiddling expenses Times Online SEC says most hedge funds on track for Feb. 1 rule Reuters SOX Fails to Stop Stock-Option Manipulation By Executives Smart Pros School for Scandal CFO A primer on some of the most notable financial scandals of the past 150 years. Brain Scans of Traders Show Link Between Lust for Sex and Money BL The Integration of Giants into the Global Economy AEI Japan: No. of full-time employees in 2005 rises for 1st time in 8 years Kyodo Italy Chooses Between Tweedledum and Tweedledee BL Venezuelan banks enjoy treasuries windfall FT Colombia May Sell Longer Term Bonds to Help Banks Set Mortgage Rates BL Global Capex Still Has Decent Upside BCA Research China's steel output hits 350 million tons in 2005 People’s Daily China bank officials charged with stealing more than 485 million dollars AFP Overspend trap for pensioners Thisismoney Roman Corp. seeks creditor protection, shares plummet 93% CBC
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