U.K. Loses Top Rating From Moody’s as Growth Outlook Weakens BL
Investors face another Washington deadline Reuters
The Fed, Chinese Tightening and Distribution Noland
The Keynesian Depression Mauldin
In the Developed World, Growth Contracts Norris
How Long Can Economy's Sweet Spot Last This Time? Harding
Will the sell-off continue? Mirhaydari
Fed officials: Don't worry if we lose money CNN
The Currency Cold War Is Just Heating Up: Saut Breakout
Global Views Scotia Global Equity BMO
Weekly Focus: Gap between France and Germany at record high Danske
Gold Capitulation ZEAL Maguire - Schiff
New Zealand Toppling Japan PM's Yen-Weakening Plans WSJ
The comments were the latest from a global central banker or government head aimed at directly changing the value of a country's currency.
Too Much Inequality Causes Economic Downturns Ritholtz
Dell’s Intentions Get a Hard Look Morgenson
Mindful of Bubbles in a Boom for Deals NYT
Major Banks Aid in Payday Loans Banned by States NYT
The Apple Technical Picture Swenlin
Citigroup’s Man Goes to the Treasury Department Weil
Can Tim Hortons fight off McDonald's attack? G&M
Former Swiss Billionaire in Crisis to Sell Aston Martin BL
The Extraordinary Science of Addictive Junk Food NYT
Six Nuclear Waste Tanks Leaking at Washington State Site BL
Commodities Update - Perfect storm spurs broad-based sell-off Danske
UK downgrade pressures reluctant Osborne to change course Reuters
Another warning signal for European capitals El-Erian
Bank of England closes in on China currency deal Telegraph
For how much longer will Europeans put up with this nonsense? Warner
Spain Hit by New Corruption Scandal Involving Royals CNBC
Criminals, Massive Debt: Italy Goes Down to the Wire CNBC
Weak credit growth also reaches Germany in Q4 2012 DB Research
Canadian Housing Affordability:Location Matters BMO
North Korea warns U.S. forces of "destruction" ahead of war drills Reuters

Real Estate Mania Makes a Comeback EW
Roubini: Short-Term Bullish, Long-Term Catastrophic DTicker
Bernanke Said to Minimize Asset-Bubble Concern at Meeting
The Fed chairman brushed off the risks of asset bubbles in response to a presentation...
Fed's Bullard: Fed Policy to Stay 'Easy' for 'Long Time' CNBC
Fed's Williams: Risk of Losing Money Shouldn't Deter Fed CNBC
Gross: Fed Is Not Vigilant Enough CNBC
Sometimes you CAN "Fight the Fed" Comstock
Marc Faber Warns: “Market Has Peaked Out” CNBC
Gold’s Death Cross is a buy signal for China Pritchard
Goldman Sachs has cut its long-term forecast to $1,200. Credit Suisse and UBS are bearish.
The Fed will opt for the lesser of two evils FT
The 5 biggest lies on Wall Street Arrends
A brief history of the Chinese growth model Pettis Duy - Mish - Smith
Bullish Sentiment Drops for Fourth Straight Week BeSpoke
S&P Probe by Massachusetts Said to Extend to Post-Crisis Ratings BL
Diminishing Quality of Fiscal Institutions in the United States and EU CATO
Killing the Economic Engine: Is Policy Uncertainty Stalling Economic Growth? Fraser
Exclusive: Credit Suisse faces DOJ probe into mortgage products Reuters
Hedge fund manager Einhorn blasts Dell's buyout plan Reuters
Corzine Avoids Huge Punishment HP
Gun shortage at Wal-Mart CNN
That's not cod: One-third of seafood tested fraudulent, study finds G&M
China Wants Nuclear Reactors, and Lots of Them BW
Memories of Peak Oil American
EU Says Euro Zone to Shrink in 2013 as Unemployment Rises BL
Spain’s Deficit Widened to 10.2% on Bank-Rescue Cost: EU BL
Panic-driven austerity in the Eurozone and its implications VOX
Currency expands its global reach China Daily
The Chinese mainland is turning to more partners to launch the next phase of yuan internationalization,
Analysis: Japan's mission impossible: to spend $100 billion in 15 months Reuters
What do you buy the nation that already seems to have everything?
South Korea’s Central Bank Chief as Policy Rebel Pesek
QE may need to be raised by £175bn, says BoE's David Miles Telegraph
Japan’s Popular Prime Minister Heads to Washington BW
China’s IPO approval officers bestowed unbridled power Finance Asia

Stocks Drop With Commodities on Economy, Fed; Euro Slides BL
Hedge Funds Boost Stock Bets to ‘07 High, Goldman Says BL
Manufacturing in the Philadelphia Region Unexpectedly Shrinks BL
Leading economic indicators edge up in January CB
Previously Owned U.S. Home Sales Climb to 4.92 Million BL
Consumers in U.S. Hold Negative Economic Outlook as Fuel Climbs BL
U.S. Jobless Claims Rise for First Time in Three Weeks BL
House Committee Demands QE Analysis, Documents FOX
Morning Read: Gold Fund’s Outflows Hit 18-Month High Barron’s
Return to health and reform vital to euro zone Wolf
Where I Stand Kass
5 dangers set to trip a 100-year bear market Farrell
Lessons of dot-com bubble, which burst 13 years ago Hulbert
Is a 1994-Style Crash Coming for Bonds? CNBC
Is the World on the Brink of a Currency War? TIME
Fighting the Last Currency War WSJ
Japan, US' frenzied banknote printing brings disasters to China People’s Daily
Currency Wars Will Lead to a World War: Celente DTicker
Portraits of a nation in decline Fabius Maximus MyBudget
Zombie foreclosures: Debts won't die CNN
World Faces All-Out Retirement Crisis HP
The Real Problem with the Big Banks Surowiecki
The deals are all about consolidation, not innovation Forsyth
DOJ Investigates Biggest U.S. Bank HP
Buffett Track Record Boosts Brooks With Sneakers Surging BL
Bargain Hunter Howard Marks Outlook
How to stop companies and people dodging tax, in Delaware as well as Grand Cayman Econ
Japan Atomic Power Sell Some Uranium Jiji
Waiting for a Crisis Xie
The government has two choices: cut spending and fixed-asset investment or wake up to a messy economic reckoning
PBOC Switch to Drain Cash Turns Citigroup Bearish BL
Property price controls to stay China Daily
China may tighten credit policy in H2: UBS CD
China Orders More Cities to Restrict Housing Purchases BL
Bulgaria succumbs to euro deflation curse Pritchard
Markets spooked as pound slides to a 30-month low against the dollar Inde
Insight: Rome will burn, regardless of Italian election result Reuters
Losing our AAA rating could mean bank collapse and deflation Telegraph

Japan Eyes Cruise Missiles to Attack N.Korea Chosun

'Death cross' talk in air as gold closes below $1,600 MW
Fed plans  March debate on the future of 'QE': minutes MW Minutes
U.S. Single-Family Home Starts Rise to Four-Year High BL
China loves the US dollar again Pritchard
Easy money won't save Corporate America MW
How to know when it’s time to leave the party Hulbert
The U.S. in 22 years could be in worse shape than Greece is today Epstein
A history of the national debt WT
U.S. to "Win" Currency Wars? Merk
Foreign Investors Buy Up Third World Farmland Spiegel
America’s Farmland Bubble Iacono Shiller
Bullard: concerned U.S. farmland may suffer a bubble in price Reuters
Farmland ‘supercycle’ or bubble? Agriculture
U.S. Banks Bigger Than GDP as Accounting Rift Masks Risk BL
The Rise of the Robots Skidelsky  A Cheerful Welcome To The Robots... Brookings
Mortgage companies freaking out the Fed CNN
REITs that focus on home loans have gone from zero to $400 billion in just a few years. Now they could be headed for trouble.
Another way to look at the national debt. More comforting, less scary Fabius Maximus
Muddy Waters Secret China Weapon Is on SEC Website BL
“The CorpFin accountants do a good job of spotting issues in the companies’ filings”
FBI investigating potential insider trading in Heinz Reuters
Herbalife raises 2013 forecast, reveals SEC staff inquiry Reuters
Market Forces Took Horsemeat from Farm to Fork Spiegel
Japan monthly trade deficit hits record as imports jump Reuters
China’s Foreign Direct Investment Declines for 8th Month BL
Tightening seen as PBOC mops up cash Standard
The mainland central bank has drained funds from the domestic money market for the first time in eight months in a clear sign of monetary tightening.
China Daily: Meanwhile, the PBOC also suspended the offering of reverse repurchase (repo) agreements for the first time in the past eight months.
Chinese bond rush kicks off the year Finance Asia
Chinese property developers have descended on the dollar bond market like panhandlers in a gold rush. How long will investors accept structures that might come back to haunt them?
China Housing Slaves Helping Property Rebound BL
Sheng is part of a generation of middle class that Chinese media has dubbed “fang nu,” or housing slaves, a reference to the lifetime of work needed to pay off their debts.
Beijing's Steady Progress Toward Rebalancing Brookings
Iceland Foreshadows Death of Currencies Lost in Crisis BL
Dying Alone Becomes New Normal as Japan Spurns Confucius BL
Japan, with the world’s highest proportion of retirees, can’t build nursing homes fast enough. By 2025, one in three citizens will be 65 years or older

China Army May Be Behind Web Attacks, Security Firm Says BL
China refutes accusations of cyberattacks on US China Daily

S&P 500 Rises to Highest in Five Years on Merger Optimism BL
Get Ready for Some Major Disinformation about America's Gold EPJ
Is there a global currency war? “Indeed” says David Rosenberg G&M
Saxo Bank CEO Says Euro Is Doomed as Currency Woes Resurface BL
U.S. home-builder sentiment slips but holds near seven-year peak Reuters
With Stock Prices Soaring, Investors Fear Another Crash WSJ
Beware the Great Rotation Hulbert
"Jesse Livermore" Saut
The Fed's D-Rate: 4.5% At Dec 31, 2013... And Dropping Fast ZH Dr. HB
When Gold Turns It Will Trade Violently To The Upside Fleck
Gold at N.Y. Fed is intact, some purer than thought, audit finds LAT
Time to move into gold, says Sprott Adviser.ca
First rule of currency war: Don’t say currency war MW
The Weak Dollar Is Getting Caught In a Currency War Pincer Forbes
Ketchup on the trading floor Spengler
Langone: Obama's Debt Fix Is “Generational Theft” CNBC
The Coolidge Lesson on Taxes and Spending Shlaes
Goldman Sachs eases fears of 2013 double-dip recession MW
”New Morality” at Barclays Is Same Old Wall Street Cohan
SAC’s Cohen May Face SEC Suit as Deposition Hurts Case BL
Paulson Leads Funds to Bermuda Tax Dodge BL
Einhorn Digs in vs. Apple as Hearing Looms Reuters
Martin Zweig Dies; Called Black Monday Crash CNBC
China Growing Its Service Sector Key... BL Buying of new homes tumbles 79%
Aso Says Japanese Government Not Planning Foreign Bond Buys BL
Japan Delays Naming New Leader for Central Bank Reuters
Until after Abe returned from a trip to the United States that runs from Thursday to Sunday.
Yuan dips on global currency war fears Shanghai Daily
Pound takes another hit on German resurgence Inde
Greece Imported Only One New Ferrari In 2012 BI
Ford Leads Drop as European Auto Sales Decline to Record BL
Robbers pull off huge diamond heist at Brussels airport Reuters

U.S. Equity markets closed for Washington's Birthday
Draghi says euro exchange rate important... Reuters  Lagarde Sees Worries, Not 'War'
Shanghai Gold Exchange Benchmark Contract Volume Jumps to Record BL
The Siren's Song of the Half-Cycle Hussman
Value investing Price
Hyperinfations, Hysteria, and False Memories Montier
Currency war likely between Germany, France MW
American Dream died with Dow 49,200 forecast Farrell
Why Wall Street is wrong about the move into stocks G&M
Why 8% Unemployment, Or More, Could Lie Ahead CNBC
Raise That Wage Krugman  Jeremy Grantham Q&A BBC
BlackRock Sounds Covered Bond Collateral Alarm: Credit Markets BL
Brace for Big Drop If Gold Breaches This Level CNBC
Exclusive: Turkey to Iran gold trade wiped out by new U.S. sanction Reuters
Maker's Mark won't water down whiskey, after all CNN
Reader’s Digest Files for Bankruptcy as Iconic Magazine Falters BJ
Banks on the Counter-Attack in the Food and Finance Debate Triple Crisis
Japan PM to nominate BOJ chief soon, Muto seen lead candidate Reuters
Abe: “I'm not in a position to comment on an appropriate currency level. Basically, our policies are not aimed at weakening the yen”
Pound Shorts Escalate - Second Only to Yen Selling FT
Italy Elections Could Derail Economy Further CNBC
Debt Bubble Born of Easy Cash Prompts Swedish Rule Review BL
“Swedish households today are among the most indebted in Europe and we cannot have household lending that spirals out of control”
Bleak start to 2013 as poorest UK households feel the squeeze Inde
1st nuclear power plant in northeast China operating Shanghai Daily
China's 3D Printing: Not a Revolution - Yet Caixin

G-20 Signals Support for Japan Easing Without Yen Talk BL
US 'must act to ease peninsula tension' China Daily
Exclusive: North Korea tells China of preparations for fresh nuclear test - source Reuters

6 forex worries to ruin your weekend MW
Hedge Funds Gone Wild Noland
Investing in a Low-Growth World Mauldin
The third stage of economic grief Fleck
The global economy is suffering from a third massive misallocation of capital
In World Trade Data, Signs of a Slowdown NYT
Rickards: Currency War 3 Has Just Begun Financial Sense
Gold Approaching Critical Support Swenlin
Gold's Young Upleg ZEAL
Gold’s Correction Is Not Over Harding
How gold benefits in a currency war MW
Dent: Stocks Will Sink More Than 60% By The End Of 2014 Investing Channel
Rich world heads into recession Mirhaydari
Interest rate predictions make long-term Treasurys look bad Sloan
The Long-Term Care Financing Crisis Heritage
Obama sees the limits of government Reuters
Dollar Sibor May Be Discontinued Amid Global Rate-Rigging Probe BL
Global Dynamics at the Zero Lower Bound FRBSL
Global Views Scotia Global Equity BMO
Weekly Focus: Who will head Bank of Japan? Danske
Don’t Blink, or You’ll Miss Another Bailout Morgenson
Wal-Mart Executives Sweat Slow February Start in E-Mails BL
SEC alleges 'highly suspicious trading' before Heinz deal G&M
Hedge Fund Manager Loeb Trims Position in Herbalife CNBC
Jesse Jackson Jr. Accused of $750,000 Campaign Fund Fraud BL
Ex-Partners Ask Judge to Reject Dewey’s Bankruptcy Plan Dealbook
NFL Commissioner Goodell’s 2011 Pay Jumped to $29.5 Million BL
Facebook Gets a Multibillion-Dollar Tax Break BW
Even though Facebook reported $1.1 billion in pre-tax profits from U.S.  operations in 2012, it will probably pay zero federal and state taxes—and even receive a federal tax refund of about $429 million...

Fat-Cat Pay Makes Swiss So Mad Wages Face National Vote BL
Voters will decide at a March 3 referendum whether top executives should have their compensation set by shareholders.
In China, Betting It All on a Child in College NYT

G20 defuses talk of "currency war", no accord on debt Reuters


New York Manufacturing Posts Unexpected Surge Reuters
Generational Theft Needs to Be Arrested WSJ
A Democrat, an independent and a Republican agree: Government spending levels are unsustainable.
J.P. Morgan Cuts GDP Forecast on Increased Likelihood of Sequester WSJ
Bullish Sentiment Drops For Third Straight Week BeSpoke  Going with the flow Economist
Currency Wars Will Only Get Worse Comstock EB
No End in Sight for Global 'Currency Wars' Dorsch
Currency Wars Come to Moscow as G-20 Meets Reuters
Russia: Don't Compete Through Currencies CNBC
Currency wars may lift forex trade MW
Is the Dollar Dying? Why US Currency Is in Danger CNBC
Zulauf: World Headed Toward 1987 Style Market Collapse KWN
The Fed's Bailout Of Europe Continues ZH
Bankrupt Alabama county OK's debt deal with European bank Reuters
Housing Industry Hopes Obama Line Will Soften Mortgage Rule BL
Gangster Bankers: Too Big to Jail Taibbi
How HSBC hooked up with drug traffickers and terrorists. And got away with it
Sen. Warren: Too-big-to-fail is too-big-for-trial MW
BW2000: “Boom Prosperity Reshaping America” Ritholtz
Hedge funds peddle pricey risk Saft
Rubio and the Zombies Krugman  DeLong - Smith - Palast
Reconstructing the Great Recession FRBSL
Yield Forecast Update - Global recovery to push long-end rates higher Danske
S.E.C. Is Said to Be Investigating Trading Before Heinz Deal DealBook
Buffett Cash Makes General Mills to Grainger Targets BL
Billionaires Soros, Bacon Cut Gold Holdings on Decline BL
Illinois: 20-Year Prison Sentence for Bookkeeper Who Embezzled DB
Lehman seeks to question JPMorgan's "London Whale" Reuters
Icahn buys 14 million shares in Herbalife, eyes options for company Reuters
After weeks of speculation over exactly what the famed corporate raider might be doing, Icahn spoke up and put himself on a collision course with William Ackman...
Ackman: Herbalife Short Unaffected by Icahn Stake CNBC
JPMorgan Said to Fire Traders, Realign Pay Amid Slump BL
Blackstone Keeps Most of Its Money With SAC DB
'Frustrated' Madoff Now Second Guessing Guilty Plea CNBC
Gold heads for biggest weekly drop since December Reuters
The Hidden Global Trade in Water YALE
ECB Won’t Cut Interest Rates to Weaken Euro: Weidmann BL
Greek Inflation Evaporates as Downturn Weighs Reuters
Singapore’s Population Bubble Pesek
China, Iran Boost Cyber Attacks on U.S., Lawmaker Says BL
Banks urged not to quit Libor panel Inde
The FSA is concerned that if banks pull out the stability of the market could be challenged.
Berlusconi defends need for bribery FT
Housing-crash prophets should check their numbers again G&M
Meteorite Hits Russia, Causing Panic WSJ Daily Mail

Central banks bought most gold since '64   MW  Gold.org
Eurozone Recession Deepens as Germany Falters AP
Eurozone Recession Deepens as Germany Falters AP
Consumer Comfort in U.S. Climbs to Highest Level in a Month BL
Jobless Claims in U.S. Fell More Than Forecast Last Week BL
Soros Makes $1B Since November on Yen Bet BL
With Amazon minting currency, Fed at risk Lynn
Commentary: In future, good money could drive out the bad
How Not to Run a Pension Mauldin
Beware investor complacency Abelson  10 big worries about this market MSN
Real Risk-Takers Are the Folks at Federal Reserve Baum
Root causes of currency wars VOX
Mortgage Mess Still Mires Housing Recovery CNBC
The world economy: Cliffs avoided, mountains ahead VOX
Ben Bernanke Is Actually A Hawk BI Credit Slips - Smith - BeSpoke
Club EWI's first-ever free online video conference is here EW
Berkshire, 3G to Buy Heinz for $28 Billion  CNBC
“I'm ready for another elephant. Please, if you see any walking by, just call me."
Buffett
Heinz CEO Johnson May Reap $100 Million From Buyout BL
Wall Street Setting Itself Up For Next Crisis HP
Dell Plans Shareholder Meetings to Assess Demands for LBO BL
Gun Sales in America Still Booming CNBC
Richest Man Slim Loses $4 Billion as America Movil Drops BL
Ackman Fears Regulators Would Miss Herbalife Reuters
“If the FTC misses Herbalife, it would be like the SEC missing the (fraud perpetuated by) Bernard Madoff”
Is Gold a Good Investment Vs. Platinum, Palladium? BL
OPEC Survival Uncertain Amid U.S. Oil Output Growth BL
Japan GDP Decline Strengthens Abe’s Case for Stimulus BL
BOJ Rejects Keeping Virtually Zero Rates Until Price Goal Near BL
Hedge Funds Made Billions Betting Against Yen FT
Ex-BOJ Iwata says yen overvalued from trade perspective - LDP official Reuters
Sakakibara: Japan Punishing Neighbors as Yen Heads to 98 BL
Britain is one of the worst offenders in the race to devalue Warner
Sir Mervyn King blames Chancellor for inflation Inde
Swiss Property Bubble Concern Seen Prompting Tightening BL
China Shifts Ever So Slightly on Debate Over Islands BL


Retail Sales in U.S. Increase at Slower Pace as Taxes Take Bite BL
Why Rogers’ hates Ben Bernanke Fortune
Securlar Unwind To Continue Cross Currents
Dow 17,000? Lambs led to the slaughter Farrell
Congress Lacks Plan to Halt U.S. Spending Cuts as Deadline Nears BL Mish
The case for helicopter money Wolf
Another canary in the coalmine saying near-term stock outlook is shaky MW
Stocks 'need to be corrected' CNN
Bridgewater Bets on Stocks as Cash Moves Into Market BL
“You want to be borrowing cash and hold almost anything against it”
This May Be Threshold of Bull Market: Blankfein CNBC
Are stock investors coming back in at another debt induced peak? MyBudget
An overlooked bear-market strategy Hulbert
Japan confuses appearance and reality Saft
How Overpriced Were Stocks in 1929? Crossing Wall Street Sheehan - Smith
Q4 Earnings Outpacing Estimates BeSpoke
Kansas City Fed’s George Warns About Current Policy WSJ
The influence of the Taylor rule on US monetary policy VOX
TARP: The bailout success story that wasn’t Weidner
Worldwide mobile phone sales fell in 2012: Gartner Reuters
Hedge Fund Investors Are Sure Losers in Herbalife Fight BL
Six Held in Probe of New News Corp. Phone-Hacking Conspiracy BL
Evil Wall Street tricks can be used for good USAT
Gold is at a critical juncture MW
Gold at $5,000 and beyond: Peter Schiff sticks to his call MW
Why gold sends our hearts (and portfolios) aflutter MSN
Venezuelans race to spend before devaluation AFP
Europe's stealth integration will exact a heavy toll on Germany Das
How Real is China's Renewed Boom? Asia Sentinel
The numbers smell cooked, says a respected economist
Personal income tax revenue slows Xinhua
Bank of England still open to stimulus but no panacea for growth Reuters
Don't expect a normal recovery, warns Bank governor Inde
Arrest exposes debt crisis facing county Standard
Chinese investors lose millions in US visa scheme Shanghai Daily
Struggling Caribbean islands selling citizenship MSN

G7 StatementBrace for G-7 Currency Confusion: El-Erian

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