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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 Statement ~ Brace for G-7 Currency Confusion: El-Erian |
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