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Tuesday January 31 Bernanke Gets OK to Lead Federal Reserve AP Google profit misses Street target, shares drop Reuters US dollar rallies on Fed rate announcement FT Fed Raises Rates, Drops View for `Measured' Increases BL Text The Conference Board Consumer Confidence Index Rises Again CB Gold tops $575 as silver stakes gains CBSM Lay, Skilling `Told Lie After Lie' About Enron's Finances, Prosecutors Say BL Labor Costs in U.S. Increase 0.8 Percent in Quarter, Less Than Forecast BL The Worst News Wasn't Even in the GDP Report Baum Meltdown '06? You see it coming Farrell As profits rise, companies keep raises in check WSJ Real wages are having trouble keeping up with prices CNN Time and tide wait for no nude spendthrift The Herald Greenspan tees up last rate rise BBC What Wall St. Should Do With Greenspan Crudele Solid foundations or dangerous house of cards? Guardian America awaits Greenspan's legacy Greenspan's record not so rosy USAT It Is Unwise To Say "No" to Chairman Al Slate Was Greenspan a consensus builder? Or a totalitarian dictator? Greenspan's legacy not unblemished Toronto Star Greenspan and rise of the central banker CS Monitor Bernanke silently slips under almost all radar NYT Fed change said to lift volatility CBSM Hedge funds see other sources of market gyrations too 25 basis points then what? Currency Currents Housing Boom is Over, Analysts Say Knight Ridder Our Worst Nightmare....the Housing Bubble SH Baby boomers fuel trend in retirement housing Arizona Republic Double whammy: Heating, holiday bills land USAT Gold and silver upbeat, hit new highs Reuters Gold Hits 25-Year High On Geopolitics, Inflation Dow Jones The Fourth Major Currency Russell What glitters sure isn’t dollars Boston Herald OPEC Keeps Output Unchanged at 28M Barrels AP Iran’s plan for oil cuts is snubbed by Opec FT West at risk of losing oil money IHT Natural Gas Futures Gain Amid Forecasts for Cold Weather in Eastern U.S. BL The “Commodity Super Cycle” - How Long Can It Last? FSU Copper at $5,000 per tonne? Who would have thought it? Metals Insider The bubble keeps getting bigger but who's got the pin to burst it? Steel shares smoking amid global takeover speculation The Age Google: Value, Share Price, Trouble in Bunches EW Kraft Foods to eliminate 8,000 jobs AP Political row erupts as ExxonMobil posts record profit AFP Oil execs refuse to testify at U.S. Senate hearing Reuters Dell's Expanding Indian Footprint Business Week Biondi teams up with Icahn in Time Warner fight Reuters GM, Ford US sales slide continues in January Reuters Is the IPO market too hot? Hulbert The Hedge Fund Report: Mission Mostly Accomplished TheStreet Banker to Receive $135 Million Parachute NYT Panel: Teflon Chemical a Likely Carcinogen AP Japan's Jobs on Offer Rise to 13-Year High, Household Spending Increases BL Business, Consumer Confidence in Europe Rose to Five-Year High in January BL Brazil Pares Bond Sale Because of Lack of Demand From Investors BL France Should Scent Defeat in Battle With Mittal Gilbert Miyauchi: Livedoor ran a con Yomiuri Row over the £2.6bn of gold coins lost at sea The Herald After victory, Hamas faces money crunch CS Monitor Iran nuclear file 'will go to UN' BBC
Monday January 30 Vanishing "dark matter" to widen US current account Reuters U.S. Treasury sees $188 bln borrowing in Jan-March Reuters Chicago Fed Midwest factory activity steady in Dec Reuters Chicago Fed The Handover Fallacy ~ Greenspan's Legacies; Bernanke's Challenges MS Fed chief's mercy may have costs DiMartino Personal Spending Rises 0.9% as Incomes Increase 0.4% BL BEA Savings Rate at Lowest Level Since 1933 AP Contrarian Bandwagons Hussman America beware - dollar could be its downfall King Greenspan record’s not stuff of legend Boston Herald Greenspan leaves nation steeped in debt WP Another Monument in Washington, Prepares to Leave NYT Greenspan Critics Are Off Base on His Legacy Berry The world after Greenspan Guardian Greenspan's Real Legacy Newsweek The standard story of his Fed tenure is deficient because it ignores the major transforming event, which is disinflation. US economy: the inverted yield curve and recession Brookesnews Quotes: Bernanke on Economic Issues AP Quotes from the Greenspan era Markets Foresee Uncertain Patch After Fed Handoff WSJ Alan and Ben's Excellent Rate Adventure WSJ Bernanke May Have His Work Cut Out For Him Business Week Wall Street Economists, Investors Clash on Fed Rate Outlook BL A dull affair in Davos Guardian But signs abound of something big and nasty lurking in the midst of complacency Dissent rules at Davos forum on every big issue FT Harvard president warns on global imbalances FT Housing: Will Surging Supply Pop The Bubble? Business Week The Power of Words NYT High-rise speculators likely in for a fall Sun-Sentinel What Could We Possibly Lose? Cartoon Gold underpinned by political worry CBSM Bells ringing for silver ETF CBSM Gold in Kazakh reserves grows to 14% in 2005 TMC Gold Still Heading For US$600, Citigroup Says AIR $1,000/oz Commodities boom has years to run Reuters OPEC readies to meet amid growing concerns AP Iran, a founding member of OPEC and its second-largest oil producer, could use the meeting to withhold all or part of its 2.4 million barrels a day of exports as a response to criticism over its nuclear ambitions. OPEC Must Consider Cutting Output, Venezuela Says BL World's oil suppliers threatened by anarchy Australian Gunmen seize $285,000 from oil compound AP Squeezing The Last Drop of Oil Business Week Technology is allowing adventurous outfits to get at what was once inaccessible Sugar-powered car sends markets into frenzy thisismoney Exxon Net Soars to $10.7 Billion; 2005 Profit Biggest Ever for U.S. Firm BL Deutsche Bank Top Private Equity Adviser in $246 Billion Year BL Kodak narrows 4Q loss; sees loss for FY06 CBSM Barbie Sales Fall 11% Detroit's endless winter Fortune Executives' Pensions Are the Deal of a Lifetime LA Times Ken Lay's Audacious Ignorance Business Week Lay 'optimistic' ahead of trial SEC to Supervise Hedge Fund Industry AP But some big hedge funds are using a loophole to get around the new oversight, and the new regulation itself is being challenged in the courts. Out-Scourge Byron Asian Stocks Rise to Near Decade High BL Japan Industrial Production Posts Longest Expansion Since 1999 on Demand BL In India-China Race My Money Is on India Pesek ‘Jumping on the Asia Train': How Sustainable Is China's Rapid Growth? Wharton China trade unbalances shipping: Vessels sailing to Asia empty IHT Bank of England fears over soaring debt thisismoney Reported fraud 'at 10-year high' BBC Weight of costs hanging heavy on profit margins FT Unions fear Royal Mail could lose 40,000 jobs to cut costs Times Online Livedoor may face criminal charges Yomiuri Georgia: Russia waging energy blockade AP North Korean Counterfeiting Complicates Nuclear Crisis NYT Before Nuclear Regulators' Meeting, Iran Allows Inspectors Access to 1 Site NYT Rice: No aid to Hamas government AP
Dollar May Gain as Fed Prepares to Raise Rates, Survey Shows BL
Weekend Edition (Jan 28-29) The Week Ahead: Over to You Ben CIBC PDF Ahead of the Curve Frontline Global Imbalances Watch Noland The Greenspan Legacy Zeal Greenspan’s Charmed Run Will be Tough Act to Follow NYP Inflation-buster leaves new man with bubble to deflate Times Online The Butch Cassidy Of Banking Bonner Silver ETF Packs Punch Texas Hedge Gold's Rise is no Conundrum Schiff Ready for $262/barrel oil? Fortune Two of the world's most successful investors say oil will be in short supply in the coming months Iran crisis 'could drive oil over $90' Guardian Soaring commodity prices... But will the bubble burst? Independent More Heat On Hedge Funds Business Week Bye-Bye, Pension! Slate It's just a matter of time till your company drops its defined-benefit retirement plan Unlike Death and Taxes, Pensions Are No Longer Guaranteed Wharton The Case for Investing in Water Industry Stocks Financial Sense Housing bubble seems set to deflate Montreal Gazette NYSE to Let Fannie Mae Stock Keep Trading AP Citigroup among bidders for GMAC: sources AP Who Will Steal the Enron Show? NYT Microsoft's chairman defends Google in China censorship row Times Online 101 Dumbest Moments in Business Business 2.0 Bargain-hunters circling Livedoor group in search of value Japan Times 'Vanished' housing bubble may be a dangerous illusion Scotsman Chavez taunts Bush, but Venezuela-US trade grows AFP 57% Americans support military action in Iran FT
Friday January 27 GDP data misleading, or wrong: economists say CBSM Gold Eases As Dollar Rises DJ he Hollow Ring of Davos Roach New Home Sales in U.S. Unexpectedly Increase, Capping Fifth Record Year BL Economy Expands at 1.1% Annual Rate, Half the Pace Forecast BL BEA Stock futures hit air pocket CBSM Seeing a Stumble Ahead for Stocks Fortune Technical analysts find gloomy portents in the market's gyrations--and fret about Wall Street's bullish mood. Even the bears are divided between two camps FT What Growth? Economy Is Getting Worse Under Bush, Americans Say BL Greenspan's Warning Words Resonate in Bond Funds Currier Sluggish private job growth indicates failure of tax cuts EPI Pension worry piles pressure on American consumers Reuters The big squeeze SMH Generous health care for workers is being blamed for a health scare for US corporates Economist Magazine Warns 'Danger Time' for U.S. Newsmax N.J. turns to hedge funds for pensions BL Picasso Lures Hedge-Fund-Type Investors to Art Market BL Housing Market Is Certainly Cooling Down Northern Trust PDF McCains having trouble selling mansion UPI Californians May Be First To Feel Home Loan Pinch Realty Times SLO County median home price drops Tribune Foreclosure rate 'disaster' sparks action Charlotte The housing bubble is deflating -- but gently Jubak The SEC and NYSE Bend Rules For Fannie Mae NAlert If It Isn't Red, You Can't Read It on Google Pesek Microsoft Profit Climbs on Product Launch AP P&G Profit Up on Gillette, Raises Outlook AP GM widens on results, no GMAC news Reuters Mittal Bids $22.7 Billion for Arcelor in Steel Industry's Biggest Takeover BL Companies ‘shortsighted when hedging’ FT Key Enron trial nears, but climate has changed CS Monitor Enron woes reverberate through lives USAT Stolen financial data leads to $10 million fine for ChoicePoint PPG Moody's: An Obligation Is a Debt CFO Central Bank Gold Sales Seen Falling Short of Quota -HSBC Dow Jones Funds Push Silver To 19-Year High Dow Jones Gold's up but so's the gloom factor SMH Copper at new high but sell-off concerns grow Reuters Oil Prices: The New Reality Business Week Futures traders are already assuming sky-high prices are here to stay Monthly FX Outlook CIBC PDF Japan's Consumer Prices Rise for Second Month in Sign Deflation May End BL Japan's 2005 retail sales post 1st rise in 9 years Kyodo Too Fast in China? Washington Post Crude steel output up 25% in 2005 Stunning Growth May Have a Built-In Problem: Overcapacity Goldman, Allianz Lead $3.8 Billion Investment in China's Largest Lender BL Good times ending for New Zealand economy AFP Repsol to Write Down Reserves by 25%; Shares Tumble BL Gazprom accuses Ukraine of stealing gas in transit AFP Scandal may spark corporate exodus Yomiuri Boycott of Danish Goods Over Blasphemous Cartoons Arab News
Thursday January 26 Extreme home selling CNN Rates on 30-year mortgages turn slightly higher AP CBO Projects $337 Billion Deficit in 2006 AP Forbes Crude Oil Gains as Iran Nuclear Standoff Stokes Supply Concern BL Bankers see volatile markets as Bernanke joins Fed Reuters Durable Goods Orders Rise More Than Forecast BL Census - JClaims Up U.S. Mortgage Lending: The Last Shoe To Drop? BCA Research For the first time in the history of the data, the short-term growth rate of revolving consumer credit, revolving home equity, and personal bank loans has turned negative... Pension Bombs Go Boom in Bonds; Treasuries Next? Gilbert Pension liabilities Yield curve not good for guessing future - K.C. Fed Reuters -- Longer-Term Perspectives on the Yield Curve and Monetary Policy PDF The Perils of Forecasting WSJ A Decadent Empire Bonner Puplava - Mogambo - Hook Greenspan to launch consulting firm CBSM Uncle Miltie’s Ugly Fed Lesson TCSDaily Bracing For Ben Bernanke NBR Greenspan Leaves a Legacy of Rising Prosperity Burdened by Debt BL US banks seek more mortgage proposal comment time Reuters Trouble on the Home Front TheStreet Vegas Condos Go Cold Time Local housing market continues to cool Palm Beach Post Leading Economist Predicts Recession In Colorado CBS4 NY Precious Metals Pre-Open: Gold Dn $4.40; Silver Flat Dow Jones The "Flim-Flam" Act Russell Gold traders having a ball Mining Mx Fortis Metals Monthly Fortis ETF’s have become the “Peoples’ Central Bank” Andisa Oil markets balanced, no need for more: Saudi oilmin Reuters GM Reports $4.78 Billion Loss BL HON - CAT - DOW Nokia's Profit Unexpectedly Falls; $8 Billion Buyback Is Planned in 2006 BL Kerkorian Boosts GM Stake to 9.9% as He Pressures Wagoner for Cuts BL Bush plays down bailout for automakers: report Reuters Greenspan urges industrial bank exemption review Reuters EPA tries to curb use of Teflon chemical USAT Japan's Trade Surplus Shrank in December as Imports Increased 27.3% BL China to ease foreign exchange accumulation FT Shanghai property bubble burst: UBS Shenzhen Daily Bubble Trouble In Shanghai? Forbes Asia/Pacific: Three Horsemen and the Ghostbusters Xie Prudential warns of tough year for pensions market Times Online Hungry giant is on the horizon: a $100bn private equity fund Times Online Are even the world's biggest companies set to become takeover targets? Cheap Livedoor could attract raiders Asahi Bullish investors chase new Iraqi bonds FT Bush accused of stretching armed forces to the limit FT Washington warns Delhi over UN vote on Iran FT Hamas wins upset victory in Palestinian election Reuters
Wednesday January 25 Economists predict sliding dollar BBC Blasts halt Iraqi oil exports to Turkey-official Reuters Treasuries Drop as $22 Billion Auction Draws Weakest Demand Since April BL Stocks Barely Mixed As Yield Curve Inverts AP Home Resales in U.S. Fall 5.7%, More Than Forecast, as Market Cools BL NAR U.S. Stock Success in 2006 May Depend on January-Effect Rise BL A battle for the soul of January Hulbert The inflated Greenspan Projo Ego Inflation Mother Jones ($) Money war's new general Courier-M Eat, Drink, and Buy Merrily American Conservative Celebrated Fed Chairman Alan Greenspan’s true legacy is one of debt and fiscal deceit. His successor aims to follow. Fed's Greenspan becomes a true work of art in NY Reuters That Old Malaise: Inflation, the Middle East, and High Crimes in the House BnB Robert Rubin's Two-Edged Sword TomPaine 'We Must Change Policy Direction' Rubin (WSJ$) The buck drops here Kellner Plenty of reasons to cheer a falling dollar "Groundbreaking" Over Some VERY Old Ground EW Americans: world's worst savers CNN Economy Up, Wage Down EPI As Manhattan Booms, Inflation Squeezes Rest of New York NYT Indiana Sells Road for Billions; Prepare for Deluge BL London reaffirms FX dominance over NY FT Desperate House Cries Voice of San Diego Californians plan exit strategies PE Some take the money and run; some just can't afford to stay Condo investments - how to lose a lot of money very quickly Blog Buying a home on a half-century plan LA Times Is there such a thing as a 50-year mortgage? It's one way to lower your monthly payments, so expect to see it offered. Mortgage borrowers know that they don't know much Bankrate U.S. mortgage applications increase last week-MBA Reuters Silver jumps to new highs, platinum hits record Reuters Shine On – Part II: SEC Proposes Rules for Silver ETF Trading WSE No tossup regarding legality of Liberty coins Buffalo News “We use Liberty silver dollars because they are backed by silver, and I believe the American monetary system is going to collapse." Citigroup ups metals outlook but warns of bubble Reuters Rogers: Investing in a Material World BW Q&A Yale Study: Not Enough Metals in Earth to Meet Global Demand Yale Investors add companies' revenue to list of worries USAT Freddie Mac poses no special systemic risk: CEO Reuters No Tibet or Tiananmen on Google's new Chinese site Times Online Google is simply the latest internet company to conclude that the world’s most populous country is too important a market to ignore. Computer Associates forecast disappoints Reuters Delta to close hangar, cut up to 1,000 jobs BL Rubbermaid to close northeast Ohio plant AP Old Thinking Won't Save Ford WP Ex-CSFB Analyst Reingold Remains in Denial in His `Confessions' Gilbert Hedge funds expect more defaults FT Manager of $11.2 billion Janus Fund replaced Rocky MN Tax Shelter Inquiry Expands NYT When Hot Women Pick Hot Stocks Slate Reports: Sex.com appeals, sells for $12M Reuters For $176,000, it better be Super USAT China's Economy Grows to World's Fifth Largest After Expanding 9.9 Percent BL China regulates real estate mortgage evaluation Xinhua South Korean Economy Grows More Than Expected BL German Business Confidence Advances to the Highest in More Than 5-Years BL India Makes Bernanke's Job at Fed Look Easy Pesek Will Horie's impact last? JT Echoes of Enron ~ Advertisers flee Stock Exchange limits trading hours for Livedoor due to flooding sell orders AP Manufacturers cut 25,000 jobs in three months Guardian Yields on 50-year gilts hit auction low FT Banks relax Europe hedge fund credit rules Reuters New issues are like a lottery - a long shot Telegraph There's something about flotations that persuades people to suspend their critical faculties, a belief that new issues are a sure-fire way to make money. Brazil's Lula Raises Minimum Wage 17%, Ministry Says BL Venezuela threatens to take over mines AP Inflation to peak at 800 percent in Zimbabwe Xinhua ASIC slams Westpoint scandal Courier-Mail Dapeng Securities declared bankrupt China Knowledge Wanted: toothless novices to keep watchdogs at bay Times Online
Tuesday January 24 Disney to Acquire Pixar for $7.4 Billion in Stock; Steve Jobs Joins Board BL Canada Raises Main Rate, Sees `Modest' Further Action BL Slow Economy Causes Recent Market Bubble To Leak Crudele Fed Will Raise Rates With Bernanke in the Wings Berry US current account deficit ‘unsustainable’ – NY Fed chief FT U.S. Housing Is Slowing, Consumption Is Next BCA Research U.S. Credit Perspectives PIMCO Hit, Stay, or Walk Away Post-Game Stock Analysis? EW Analysts weigh end of Greenspeak era The Herald Greenspan Mania Different takes from Dow Theory pair Brimelow Prospect of housing downturn casts pall over US economy FT It's Time to Face Up to the U.S. Medicare Crisis AEI Gold: Is De Secret In De Hedge? AIR China: Gold rush set to continue Shanghai Daily Whenever gold bullions hit the counter, they are sold out very quickly... Gold rush grips Chinese consumers Globe & Mail What Will Happen to Gold Shares in a Crashing Stock Market? Casey Australia Sold Saddam's Gold To Cover Wheat Sales -Report DJ Oil eases on weather, Saudi comments CBSM Kuwait: Oil reserves 'report is not accurate' Gulf News Countdown to 100$ oil Book Highlight: A Civilization in Trouble - Beyond the Oil Peak PDF Amazon Asian institutions still find commodities risky Reuters China SRB Bans Its Units From Futures Trading Dow Jones DuPont sees 1Q, FY06 earns below Wall St. consensus CBSM MMM - MCD J&J posts unexpected sales dip, shares fall Reuters Lexmark profit drops 47%, plans job cuts CBSM Banks feeling the squeeze Boston Globe Exposure to corporate bonds is reduced FT DaimlerChrysler to Cut 6,000 Management Jobs to Save $1.8 Billion a Year BL Sprint Freeze On Pensions NYP Pixar Board Will Meet to Consider Offer From Disney, Person Familiar Says BL Lender accused of bait-and-switch tactics to pay $325 million PPG Ayres' last chapter begins IndyStar Patent lawsuit may lead to BlackBerry shutdown SFC AMD to offer $500M in common stock ABJ FASB on Recalculating Leveraged Leases CFO Bank group wary of United States retailer credit card suit Reuters Trump Sues Author and Publisher for Defamation Business Wire Book: The Global Class War EPI Amazon India's Central Bank Unexpectedly Raises Interest Rate to Curb Inflation BL China, Saudi Arabia Sign Energy Cooperation Deal Xinhua Asia/Pacific: Do Imbalances Matter? Xie All of Japan's Regions Expand for the First Time Since 1997 BL Analysts: Japan Needs Securities Agency AP Japan Inc. Arrives Naked at Livedoor Ball Pesek Livedoor echoes scandals of Enron and WorldCom NYT Livedoor executive says Horie knew about shady deals Asahi Tokyo accused of 'accounting fraud' over pensions move FT Weak dollar would hit Dutch hard IHT (BL) Bosses 'are deluded' over success of deals Times Online Pensions lifeboat to the rescue of only 13 Times Online Slovakia's Pension Reforms CATO Dubai's property market set for major correction Khaleej Times Official trading starts in Iraq paper FT Did Russia blow up its own gas pipelines to punish West-leaning Georgia? BW Gazprom: Ukraine Is Using Too Much Gas Moscow Times Marshals Target Yukos Prisoners for $600M Moscow Times Quebecker hit in laundering investigation Globe & Mail Venezuelan VP to McCain: 'Go to hell' AP Harper wins Tory minority government, pledges to work with parties CBC
Monday January 23 Texas Instruments Net Income Gains 34%; Revenue May Miss Estimates BL Iran Threatens Full Uranium Enrichment AP Home prices get even more overvalued CNN Ford to Cut Up to 30,000 Jobs to Stem North American Losses BL F J.P. Morgan sees gold near $600/oz by year-end Reuters Natural gas drops near eight-month low CBSM Leading Economic Indicators Point to Slower Growth BL CB Between the Lines Roach Key drivers of dollar weakness this morning BSwan PDF $ Losses Build This Week: Investors Have Earnings Trepidation WSJ More bad news coming? Thrill of Dow 11,000 already gone USAT Fed's Poole Says Inflation `Stable,' Suggests Rate Increases May End Soon BL As Economy Thrived Under Greenspan, So Did Debt WP Imbalances Make Federal Reserve Chairman's Legacy Unclear Greenspan's exit from the Fed will be low-key USAT Federated fund manager sees dark days for economy PPG Mr. Lehman's eternally dreary outlook has earned him the nickname "Permabear." Buffett, Gates, Soros Losses May Aim Davos Spotlight on Dollar BL Contrarian Bandwagons Hussman Treasuries Lose Appeal With Foreign Central Banks as US Debt Sales Rise BL Tension over pensions: Can they be saved? CS Monitor Triumph of the Redistributionist Left CS Monitor Uncle Sam cracks the whip on students MSN Not only have rates soared, but the debt can haunt you all the way to the grave The Fed and the real estate boom NBF PDF Just because the Fed’s interest rate hikes are coming to and end and long-bond rates have barely budged, does not mean that the U.S. housing market is out of the woods... Mortgage default rate shooting up MJS Local home builders say that slump has arrived Herald Tribune Why it's time to take a fresh look at Keynes King
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