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Weekend Edition (July 30-July 31) The Week Ahead: A Long Hot Summer CIBC The Fallacy of International Comparisons Roach A Chinese/Asian Currency Zone? Wanniski India - The Next Big Player Mauldin Just the Facts II Noland Madness on main street Observer Booming real estate prices cloud the view from the top FT (NYT) At arm's length, nine signs of a bubble AXcess Yellen ponders real estate slump CBSM The luxury home market is booming CNN IMF warns high oil prices could hurt US economy AFP PDF Senate Panel OKs Fannie, Freddie Bill CFO A Consuming Folly Mises The Social Security Sting! One of the Great Scams! Howe Counterparty Risks under the Lens CFO The war of the wires Economist Wal-Mart sees July same-store sales up Reuters Home Depot Gets Subpoena TheStreet Altera CFO Apologizes to Equity Analyst CFO Wendy's Int'l to Spin Off Tim Hortons AP Ballmer talks up Microsoft stock IHT (NYT) SEC Investigates Indiana Brokerage AP A Golden Solution To The China Syndrome? Forbes With Interest: 'China model' is tough to copy IHT No more China on the cheap Jubak Asia Pacific: How Long Can the Liquidity Rally Last? Xie Consumer borrowing grows at slowest rate for four years Times Online Foreign banks under fire in Parmalat case IHT
Friday July 29 Economic Expansion Surpasses 3% for the Ninth Straight Quarter BL BEA Treasuries in U.S. Decline After Report That Economy Expanded 3.4 Percent BL Crude Oil, Gasoline Prices Jump After Explosion at BP's Biggest Refinery BL A High-Risk Market Comstock Bear Market Rally Shilling Treasuries rally, yield curve flattest in 4-1/2 yrs Reuters Signs of Distress in the Effervescent Housing Market? NT Getting a Mortgage Becomes Ever Easier WSJ Broker Offers Tips on Speculating in Real Estate ABC In-Home ATM Provides Fast Cash Wall St. Examiner Card costs: Are you getting slammed? CNN Senate Panel Passes Bill On Fannie, Freddie WP Silicon Valley's Risky Complacency Business Week Silicon Insider: Faking It, CEO Style ABC Morgan Stanley Will Eliminate About 1,000 Jobs From Retail Brokerage Unit BL Slow Summer for La-Z-Boy TheStreet Interpol-Sought financier finds quiet life in Jersey NYP Senate Banking Committee Endorses Cox CFO Regulation-- A lesson for chief-to-be Norris The great Chinese currency shift that wasn't Berry Senators urge China to further boost yuan AFP WTO chief warns trading nations to bridge differences by October AFP China, India Get Mired in Verbal Quicksand BL German Retail Sales Unexpectedly Drop on Higher Oil Costs, Unemployment BL Berlusconi: Euro 'screwed everyone' Independent Currencies: Berlusconi jibe fails to dampen the euro IHT (BL) Guessing game starts in Italy over banker IHT House price growth at new low Guardian Real estate 'bubble warning' for Vancouver, Victoria CBC Shell's woes mount as it admits cost overruns and delays Times Online CNOOC Nixes Report of Dumping Unocal Bid AP
S&P, Nasdaq Climb to Four-Year Highs AP
Thursday July 28 Oil tops $60 market digests data CBSM Greenspan Sticks to Safe Investments AP Jobless claims up, but below estimates Reuters "They’re" Winning Pimco (Gross) Job cuts signalling economic peak? Globe & Mail “We may have reached the tipping point for this period of lacklustre economic expansion” ~ John Challenger U.S. Equities: Insiders Are Unloading BCA Research It's a scary new world Mogambo Guru Can Americans Compete? Fortune The core rate of frustration KC Star No matter what the government says, de facto inflation is gnawing at consumers Mortgage Lenders Loosen Standards WSJ Mortgage lenders are continuing to loosen their standards, despite growing fears that relaxed lending practices could increase risks for borrowers and lenders in overheated housing markets. Trapped in the Bubble NYT Fears of US property bust revive on record new-home sales AFP Survey: Growing risk in South Bay housing market Mecury News Doomsday: The Final Months of the ‘Housing Bubble’ DV The Allure of Cold-Hard Cash Schaeffers Jim Rogers: Hot on Commodities Investmest U After Greenspan, who's next for the most difficult job in the world? Guardian Bush Plan to Curb Tech Exports to China Threatens Intel, Boeing BL Central American Free Trade Agreement Approved by House by Two Votes BL Can we starve the beast? Bartlett Gateway delays earnings report CBSM GM finance arm warns it could cut lending FT Car lenders' heyday ending DFP Sony Slashes Forecast as TV Prices Drop, PlayStation Costs Climb BL Hitachi Reports $214 Million 1Q Loss AP Countrywide Profit Drops as It Retains More Loans LAT Delta memo fans bankruptcy fears BBC Wal-Mart Sues Former Top Executive AP Sunoco to Pay $3.6 Million Over 2000 Spill AP Microsoft Releases 'Vista' Beta TheStreet What's Wrong With Payola? Slate Heavy metal Economist Copper hit an all-time high this week, after China announced plans to revalue the yuan. Why? Searing heat strains U.S. power grid Reuters Money: The last Laffer World Magazine Ron Paul`s Great Question Wanniski Don't Start a Trade War With China Paul Senate sets SEC vote, Cox foes seek delay Reuters The Coming Trade War -- Part 4 Asia Times Scarcity economics and overcapacity Central bank said cooling yuan down Reuters A yuan yawn LA Times Will "Hot Money" Chase the Yuan? BWeek Whats Ahead ~ Traders decrease yuan bets Standard Gov't to bail out poor financial institutions China Daily De-Pegging Ringgit May Uncork Malaysian Boom Pesek Mexico, Brazil Cut 05 Growth Forecasts Amid Higher Rates, U.S. Slowdown BL BOJ keeps ultra-loose money policy Japan Times Increase in repossessed homes hits 13-year high Times Online Hawk warns on slowdown as repossessions hit 13-year high Inde Hedge fund launches soar to record Times Online 'Payout culture'a myth, says TUC report FT Chinese Firms: Taking a Gamble on Finding Customers Abroad Wharton China launches campaign to counter critics in US FT Central government calls for redressing financial malfeasance People’s Daily 10.6 bln yuan misused in Guangdong Shenzhen Daily Japan to impose first-ever retaliatory sanctions against US AFP Unions in fury over Time's collapse Independent Employees vent anger at O2 annual meeting Guardian Former Telstra director fined, banned for insider trading AFP Italian bankers caught on tape Guardian In a statement, the Bank of Italy said it had "acted correctly". Germany ponders extent of corruption as heads roll FT Court cancels debt that grew from £6,000 to £380,000 Guardian
Wednesday July 27 U.S. economy gaining strength CBSM FED Oil Nears $59 a Barrel on Supply Report AP EIA Another new home sale record in June CBSM U.S. June Durable Goods Orders Unexpectedly Increase 1.4% BL Census Mortgage applications down Reuters A Snowball in the Making: China's Basket of Currencies Merk Greenspan Not Easily Led by Leading Indicators Baum Greenspan Hints at Risk-Free Trade in Treasuries Gilbert What FOMC Immunity? Bugos Financial Insiders: Abandon Ship, Abandon Ship! BCA Research Merrill cuts Citigroup, Bank of America to neutral CBSM Speed bump Kellner A funny thing happened on the way to solid economic growth over the next few quarters: a sudden spurt in layoffs. Dollar May Gain as Gap in Bond Yields Approaches Five-Year High BL “The markets overreacted to the Chinese revaluation” Gossipy Guide to `Mass Hysteria' Over Manhattan Real Estate BL As home prices rise, so does buyer risk USAT Should you cash out while you can? Money Magazine As home prices soar, you're nuts not to ask. Power companies warm up to summer heat Reuters Cost of electricity rising like summer heat CS Monitor Beach Balls Schaeffers Bumper year for leveraged loans FT Bankruptcy filings rise as change in laws nears USAT Next generation learning our bad spending habits HChron California Fashion Includes Refinancing, Bankruptcy BL California Leavin' Forbes Amazon.com 2Q Net Profit Falls AP Boeing Profit Dips, 2005 Outlook Raised AP MSO - K GMAC will sell up to $55 billion in auto loans AP Airlines Face Bleak Horizon TheStreet U.S. to give a 2nd look to Cnooc's bid BL Lexmark Cutting 275 Jobs TheStreet An Analyst Receives a Time Out From Altera NYT Toyota, Moving Northward Krugman Krispy Kreme must supply all stores, even troubled ones AP GM to end its employee-discount program MSNBC Former Qwest Exec Settles SEC Allegations AP SEC Sues Two on Merix Trading TheStreet FBI investigates death threat in battle to block NYSE merger Times Online Cox Pledges Support for Options Rule CFO How To Invest Like a Supreme Court Justice Slate White House To Withhold Nominee's Tax Returns AP Is There an Extra Ingredient in Nonstick Pans? NYT An Empirical Evaluation of Structural Credit Risk Models BIS How Scary Is the Deficit? Setser Our Money, Our Debt, Our Problem Never mind the price, gold still dazzles Asia Reuters China: What Can 2% Do? Xie BOJ Keeps Reserve Target, Holds Rates at Almost Zero Hangzhou property market 'cooling down' China Daily Rates must fall, insists CBI despite upturn at factories Independent Trade deal in Congress troubled by globalization doubts CS Monitor UK's top computer firm lays off staff and closes stores Guardian Brazil's Lula Shuns Tainted Friends to Bolster Election Hopes BL Monthly FX Outlook CIBC PDF Malaysian Peg Change to Boost Economy, Moody's Says BL Thai Baht Falls After Trade Deficit Widens to the Highest in Nine Years BL Strong Dollar Drives More Cash Overseas Moscow Times Asia Central Banks Start Bond Funds to Lure Investors BL Great black north is an oil power Ottawa Citizen China, unlike the U.S., grasps Canada's growing influence as an oil-exporting nation Credit card default penalties too harsh, says watchdog Guardian Loan shark who charged 8,000% is sent to jail Guardian All insurers told to probe payouts Japan Times Honda workers in India in violent clash with police Japan Times Poll: Most believe U.S. won't win war USAT
Tuesday July 26 Auto Sales Expected to Hit Four-Year High AP Consumer Confidence Dips on Job Worries AP Conference Board If there is ever a run on the dollar, blame Greenspan - not Beijing Brookes Greenspan Has Spoken, China Is Revaluing And I'm Reevaluating Kasriel Can the Fed Achieve a Goldilocks Tightening? Makin Greenspan Era's Few Downturns Fuel Spending Spree BL Mr.Greenspan, care to reconsider? Inside Wall St. Homeowners afraid housing bubble will burst News-Sentinel Home Builder 'Babies' / San Diego / Yuan Russell Bubble's fallout? Two views DiMartino Keeping an eye on the bubble St. Petersburg Times Are bubbles only seen in retrospect? Hulbert US urged to issue 30-year paper FT BMA Moody's finds link between high pay and credit risk Dow Jones Fidelity Says SEC Staff May Recommend Civil Action in Gift Investigation BL Wells Notices for RenaissanceRe Execs CFO Sony agrees to $10M 'payola' settlement AP The Bush Family Connection To CNOOC’s Bid For Unocal Crudele (R) Hedge Fund Probe Ensnares SEC Big NYP 2 Connected to Reinsurer May Face U.S. Action NYT TI net rises 42%; sales flat - IP Profit Falls - DD Wal-Mart's China Card Business Week The Golden Constant Saville China CB Says Yuan Rate Won't Be Changed in `Foreseeable Future' BL Mainland property cools as curbs bite Standard U.S. firms join China mall surge IHT (NYT) Is the Euro Forever? Mises The Economic Framework for Flourishing Pensions Smithers Pensions savers to pour £10bn into house markets Times Online Hubble bubble trouble over in Iran IranMania Conspiracy theories swirl around Danone's phantom takeover threat AFP Ex-Shell chief seeks to clear his name Guardian Commerzbank linked to Russia money-laundering inquiry IHT Depositor Seeks Lost Savings in Strasbourg Moscow Times
Monday July 25 China's Rebalancing Tactic Roach HBoom Shows No Sign of Peak - Home Resales, Prices Hit Record BL NAR Roadblocks May Stall Wall Street Rally AP Earnings Season Continues WSJ China Revalues Hussman Countdown to a Meltdown Atlantic Monthly Running On Empty? Yeald U.S. Borrowing Costs May Increase to Highest in Four-Year at Debt Auction BL Buy the VIX index for renewed volatility! Faber Happy 81st birthday, Richard Russell! Brimelow Will China's float sink the housing bubble? MSN (Fleck) First-time buyers' wild ride CBSM Homebuilders Are About to BARF Safe Haven Untangling pensions CS Monitor Waging war on payday lenders Det FP Maytag Hesitant to Open Books to Whirlpool AP Shareholder Presses Unocal Board on Bid AP Next version of Windows named 'Vista' AP Gas Prices Drop Slightly After Record High AP China: Hedge Funds May Delay Yuan's Full Convertibility BL China won't make its currency fully convertible for at least five years because it worries hedge funds may force the yuan to plunge With Yuan Move, China Shows It's Got Game Pesek Who's Afraid of China Inc.? NYT How China Influences U.S. Rates WSJ Beijing's currency gesture fails to defuse threat of US protectionism King China: Fooling the world? Fosters China tightens grip on the global purse strings Guardian Soaring forex reserve a challenge Xinhuanet Bank of England Rate Split to Dominate 100th Vote Gilbert Economic slowdown 'could lead to £18 billion shortfall' Times Online Workers 'do not believe pensions warnings' Times Online Not for sale in housing bubble Australian Tax scam probe widens to 500 Australian Olive oil prices set to soar as drought hits crops Times Online
Treasuries May Fall as China Fuels Inflation Concern BL
Weekend Edition (July 23-24) Those Clever Chinese Mauldin Just the Facts Noland Trading Gold Volatility Zeal The Pension Crisis is Upon Us Chapman The Week Ahead: China and Treasuries CIBC PDF China's freer yuan brings risk of speculators NYT Stronger yuan won't cure US trade gap Reuters Beijing's 'Thursday surprise' Asia Times Unpegged yuan to impact firms Japan Times Surfing the Tsunami Safe Haven Silver Is Money : Behold A Pale Horse - Part Four - A Gnazzo Whirlpool lifts Maytag bid Reuters EU Wins Renewed Attack on US Tax Breaks for Companies at WTO BL Industry sinks back into recession Guardian Pressure on Bank of England with growth rate worst in 12 years China's oldest carmaker buys MG Rover for £60 million TO UBS case: SAT chief quits Sify Egyptian resort town blasts kill scores CNN
Revaluation could be the pin that finally pricks America's bubble economy AJC
Friday July 22 High expectations weighs on Google; $400 target slapped CBSM No Bottlenecks without a Bottle Roach The Rise to Ruin Faber Whither the Yuan? WSJ The beginning of the end for Bretton Woods 2? Beijing policy a dollar short NYT A double-edged sword for China FT How far will it go? Econ Making sense of China's choice FT Chinese Revaluation - A Long March CIBC PDF Who Says No One Rings a Bell? EP China to the rescue? Kellner History of RMB Wikipedia Stop Partying John Snow -- GDP Forced China Pesek China Revalues; Trade Gap Still a Basket Case Baum China's Currency Change May Ultimately Mean Little WP Tony Fratto, a U.S. Treasury spokesman, said the department's understanding of the new system was that the yuan would be allowed to rise by the maximum amount day after day... Greenspan's Real Concerns Comstock Greenspan Points to Dangers of a Volatility Trap Currier Risk-taking for workers-- A new day Norris The Alan Greenspan era, which is drawing to an end, deserves to be remembered as the era in which many millions of Americans were forced to become gamblers. Fed looked to still more rate increases, June minutes show AP Minutes Interest rates are headed higher in the long term Kitco The Prick That Bursts The Housing Bubble Forbes Assessing the Demand for Residential Real Estate PBear U.S. home market is hot, but Europe's sizzles USAT Closing-cost maze spawns document-review services CBSM Workers today near retirement more vulnerable and with lower pensions EPI Insuring America's Workers in a New Era of Offshoring Brookings Thoughts on Volatility Schaeffers Funds take in $1.5 billion in week CBSM Fitch adds voice to concerns over hedge fund risk IHT Warren Buffett goes RV'ing as Berkshire buys Forest River AP Ford may cut 30% of North Amer. salaried jobs: WSJ CBSM Kimberly-Clark to Eliminate as Many as 6,000 Jobs, 10 Percent of Workforce BL ACE Restates over Finite-Risk Accounting CFO Vioxx lawsuits snowballed in 2Q CNN Scrushy asks court to throw out SEC suit AP Two indicted in alleged mortgage fraud Rocky MN As prices climb, more drivers flee pumps without paying CS Monitor FAS 123R Reining in Tech Options CFO Asian Currencies Surge, Led by Taiwan Dollar, Won BL Yen Falls on Speculation Japan to Sell Currency BL China's Yuan Decision Is `Just Beginning,' Tanigaki Says BL Malaysian Ringgit Rises on Peg Removal, First Gain in 7 Years Malaysia currency stands ground after peg scrapped Reuters The Yuan: A Baby -- but Key -- Step BW What Happens Next? Sens Schumer, Graham Suspend Vote On China Tariff Bill DJ Chinese initiative unlikely to satisfy US protectionists Inde China's move may offer small relief for US's deficit blues TO Oil Rises on Speculation Yuan Revaluation to Boost Demand BL China's Demand for Oil, Copper May Rise as Yuan Gains BL Revaluation planned far in advance Times Online China Inc. reels, rejoices, recoils over yuan move Reuters China: Booming Inner Mongolia Xie Surprise retail sales rise gives Bank rates dilemma Times Online US Congress to consider blocking CNOOC bid for Unocal AFP The French are in a tizzy over rumours of an American bid for Danone Economist US jury orders French firm to pay 700 mln dlrs, but decision in doubt AFP Zim defiant over loan conditions Mail & Guardian Iraqi refugees spur housing boom CS Monitor Money 'keeps unhappy couples together' Guardian
Thursday July 21 GOOG net rises more than fourfold, shares slump ~ MSFT’s outlook lags What Greenspan didn't know CNN Greenspan says yuan step a 'good start' Reuters Philli Fed Reports Modest Increase in Activity PFed The U.S. Leading Index Increases Sharply Conference Board China Allows Yuan to Strengthen Against Dollar BL Yen Soars After China Lets Currency Fluctuate BL Treasuries Drop After China Allows Currency to Strengthen Against Dollar BL Dollar decline against yen translates into drop vs. Europe CBSM London rocked by apparent attacks CBSM Initial Jobless Claims Fell 34,000 to 303,000 Last Week BL Choice of Poisons Mogambo Guru Another tech-stocks bubble? Buttonwood Internet firms are all the rage again. Another triumph of hope over experience? There's no bubble; it's a dream economy Burns Direct investing in oil and gas, real estate back in limelight CBSM Limited partnerships are back, with some of the same warnings from the '80s Deflation is NOT a Pure Monetary Phenomenon M2 Greenspan points to “significant uncertainties” in US economy WSWS Mortgage Salesman Pitches Fast Loans WSJ Area rental prices ignore housing bubble SF Chronicle Top title insurers settle with California regulator MarketWatch Ohio moving to block land seizures AP Two airlines back in the black AP Continental's profit could be fleeting HChron Citigroup files $300M shelf Reuters Weill proves you can take it with you CBSM Honeywell to cut 2,000 jobs in aerospace division AP Nokia plunges on outlook Reuters Ericsson Profit Rises 18% ~ Microsoft Will Swallow RSS PC Magazine Photo companies struggle to keep up with digital revolution Seattle PI School Spending To Cool NYP Grasso - Fighting Words NYP Scrushy forced to turn over $17 million NYP Berkowitz to Head Enron Task Force CFO Enron jurors acquit on some charges, deadlock on others AP Real estate broker accused of equity skimming Arizona Republic SEC Probes Fidelity Ties To Front Running NYP Brokers: Employers encouraged lavish parties to woo Fidelity's business BG Gold: The Long And Short Of It Forbes End of the US-China honeymoon Asia Times Chinese set back in efforts to buy into U.S. IHT (NYT) Chinese Oil Firm to Stick With Unocal Bid AP Cnooc May Drop Unocal, Seek Marathon, Amerada, Murphyl BL Joined at the Hip Friedman Start Expecting Less From China AIR China's GDP Report to Boost Yuan Speculation BL Is A Renminbi Revaluation Imminent? BCA Research IMF says China technically ready for yuan move Reuters China to Allow Stock Options as Employee Incentives BL Mills fight iron ore prices Standard Demand Slows, but the Mills Keep Churning A new bubble for Asia, but less cause for alarm Reuters City banks on interest rate cut after close MPC vote Times Online 'Golden rule' is saved by sleight of calendar Times Online Corruption 'skyrockets' in Russia BBC Contemporary Indian art gains stature on a global canvas CS Monitor Many pieces go for $50,000 to $70,000, and are thought to be a reliable investment. WTO probes EU-US air trade battle BBC US, Canada end lumber talks without resolution AFP Singapore Min: Government To Step In If Property Rises Excessively DJ Shell failed to disclose spiralling costs in merger prospectus Times Online Mugabe to beg China for rescue Inde (Zim) Just what are credit derivatives? Rediff
Wednesday July 20 Greenspan sees good times ahead CBSM Testimony Stock futures fall further on GM loss AP Mortgage applications rise MBA Is The Fed Bent On Inducing A 2006 Recession? Kasriel Greenspan May Remain Chairman a Little Longer Berry US housing bubble expected to spread FT Funds expect US rates to reach 4% FT Who Suffers From Inflation? Gross It's not you. It's rich people The Inflation/Deflation Debate Continues Taylor Debt, Delusion, Deception Daily Reckoning Chevron Raises Unocal Offer to $17.1 Billion in Contest With China's Cnooc BL Unocal backs sweetened $17 bln Chevron bid WP Maytag Says China's Haier Drops Out of Bidding Contest, Leaving Whirlpool BL JPMorgan Chase Profit Is Smallest in Four Quarters Amid a Drop in Trading BL GM Reports $286 Million Loss as Surging Costs Erase Benefit of Sales Gain BL Kodak Posts Second-Quarter Loss, to Cut an Additional 7,500 to 10,000 Jobs BL PNC to cut 3,000 jobs, save $300 million PPG DuPont sued for $5bn over Teflon cancer claims Times Online Microsoft sues Google over search expert's defection Guardian Sun Communities Receives Wells Notice CFO CIBC to settle mutual-fund trading charges-WSJ Globe & Mail Money Doesn't Buy Happiness -- But Nothing Does BL Deja Vu Voodoo Economics...or Supply Side Voodoo Black Magic... NRBlog Can Rich Countries Afford to Grow Old? Brookings PDF A Move To the Right, An Eye to Confirmation WP China’s Accelerates to 9.5% on Exports BL Ratings Raised by S&P China Calls US's Bluff Mish Bank Risks Boosted by Beggar-Thy-Neighbor Loans Gilbert Brown staves off tax rises with tweak to golden rule Guardian EMU’s rude awakening Guardian Stricken pensioners face more delay Telegraph Brazil Congress Probes $8M of Withdrawals From Ad Company's Account BL Brazil's political corruption scandal gathers pace with admission of fraud FT Judge lashes out at HSBC Standard Lender accused of 'devil's work' for putting pressure on client to sell property to bank associate Emerging debt-Spreads widen on supply, Brazil woes Reuters U.S.: China looking beyond Taiwan AP China blasts U.S. concerns on its military rise Reuters
Tuesday July 19 Intel's Profit Rises 16% BL YHOO Greenspan Opens in New Haven to Negative Reviews Baum HStarts Unchanged BL PDF First Sign Of A Cooling Housing Market? AP Inflation Convergence Roach A look at the secular forces keeping inflation and long term interest down II Monthly Economic Outlook Wachovia PDF Washing Each Other's Underwear Financial Sense Feds are just like Bernie Crudele Dollar firms ahead of Greenspan CBSM Daily Forex Commentary Dollar Insanity CDaily U.S. Dollar Rises, Gold Falls in Europe AP Dollar rises on upbeat Greenspan comments AFX Greenspan PDF J.P. Morgan cautious on emerging-market debt CBSM Hefty Emerging Market Debt Supply Meets Big Demand Dow Jones Inverted Thinking? Schaeffers Inflation Expectations Saville Material-Weakness Reports Skyrocket CFO What to do About the Housing Bubble? To Agents winning big Homeowners place faith in 'exotic' mortgages MSNBC Gambling Craze, Real Estate Mania... Droke ‘Get Rich Slow’ When the Bubble Bursts, Will Bush Practice Mugabenomics? LR Housing Goes Frothy to Flat in Denver Area NYT Chain stores sales up in latest week Reuters Investors turn on hedge funds CNN Credit markets provide a lift for hedge funds Hedge Funds transform investment landscape Cayman News Cnooc's Fu Defies Congress, Investors With Unocal Bid BL Labor snags hobble Northwest USAT H-P to cut 14,500 employees CBSM WB - MER - LU - RSH - F - BSX IBM: A Work in Progress BW Intel Could Face Oversupply In Late 2005 Forbes Danone Shares Soar on PepsiCo Bid Rumors AP Yahoo options are high in demand before earnings Reuters Icahn Confirms Tender of Mylan Shares TheStreet Nymex May Get Second Bid as General Atlantic Reviews Exchange BL Capital Alliance Income Trust Ltd. Omits Preferred Dividend PR Spitzer and Federal Officials Pursuing Insurance Probe Separately WP Guidant Warns on 28,000 Pacemakers AP KPMG Sanctioned for Discovery Abuse CFO Bernanke: I won't advise on Fed pick Reuters Comment supports popular viewpoint that White House economist is on Bush's short list of candidates. $850 gold forecast out of Australia Mineweb Gold trading loses shine, on first day China Daily Govt to ease gold import rules Reuters Indian’s simply love gold India Times China's Currency May Float a Little WP China's second-quarter economic growth to show signs of slowdown AFP China's Shrunken Thirst for Oil BW Can India, U.S. Get Over Enron, Talk Wal-Mart? BL The New Power Brokers NYT Eager To Shepherd Asia's New Money BW Wildcat drillers in China are battling Beijing after their oil wells were seized Time Debt-ridden China Securities to be taken over China Daily The U.K. Pound Is Oversold BCAR U.K. House Prices Declined for an 11th Month in June, RICS Says BL Lessons of Spain and Portugal IHT Luxembourg central bank chief sees no need for ECB rate change AFP Cost of money will rise, count on it! Canada East German banks lose state backing IHT Weak computer chip sales curb Singapore's exports BL Japan's Property Loans Reviving Reuters This is no flashback to the doomed 1980s asset bubble: It's happening now. The Leak In Japan's Titanic Forbes Saudi oil boom to last for years Jang The lessons of India and Argentina Manila Times Iron ore prices set for fresh records Standard Where does the money go? LA Times Iraq has massive oil reserves in western governorates -- official KUNA Million at risk in Italy heatwave Reuters
Monday July 18 IBM net up 5% to $1.83 bln CBSM Treasury International Capital Data Treas Capital Flows Barely Cover for Deficit Thomson Market Week PDF Citigroup miss weighs on futures CBSM Skews and Smiles Hussman When the Bills Come Due, Then What? WSJ The portion of Americans' disposable income devoted to paying off debt hit a record high recently... Stocks rebound, but pensions haven't USAT Of the 369 S&P 500 companies that offer pensions, 311 do not have enough money in their pensions to cover their obligations. Sign of trouble: A BlackBerry with your pizza MSN (Fleck) The Dropout Puzzle Krugman A Few Thoughts On The Inflation / Deflation Conundrum Hook Dow stuck in neutral Journal News Surviving the Big, Scary 'Mega-Bubble' Farrell Interest-Only Home Loans Pose Perils, Possibilities BL Don't let your own financial bubble burst Chicago Sun Times National commercial real estate bubble feared NYT Increased tax revenue is blurring future costs HChron Why the healthcare crisis won't go away CS Monitor Social Security Insolvency Accelerating, Study Says Heartland Home builders are cheap? Hulbert Citigroup's 2Q Profit Misses Estimates AP Bank of America's 2Q Beats AP Whirlpool Offers $1.35 Billion for Maytag, Beating Haier, Ripplewood Bids BL Unocal deal tests US stance toward China CS Monitor Philips profit disappoints Reuters Dude, You're Getting a Loan Morgenson US dotcom share prices are soaring again Observer After the Glamour, A Modest Return WP 10 years after birth of e-commerce, fear may curb growth AFP Most Overpriced Places In The U.S. 2005 Forbes U.S. fisheries outsource processing to China IHT (BL) Members of NYSE seek full access to merger documents Times Online Helter Shell-ters Byron Chicago Nears End Of Era in Stockyards WP Harry Potter count: 6.9M in 24 hours CBSM The China Temptation IE PDF China urged to refrain from measures to further cool the economy AFP China's Policies May Do More Harm Than Good Pesek China's complex U.S. connections SF Gate Familiar Trade Fears, but Bigger Risks LA Times Economic ills did not begin with inflation King Chancellor seeing red in struggle to meet Golden Rule Times Online Gloom takes hold as City cuts forecast for growth Times Online Central bank caught in a dilemma over its loose money policy Asahi 'Summer sale' of houses as sellers cut prices Guardian Housing-Bubble Trouble? CP Tassie housing bubble may have burst AAP Basra oil workers out on strike BBC Weekend of slaughter propels Iraq towards all-out civil war Times Online Casuality of War: The U.S. Economy SF Gate UK halts publication of Iraq book Observer U.S. Notes May Fall on View Greenspan to Signal Higher Rates BL
Weekend Edition (July 16-17) The Week Ahead: Greenspan and the Three Bears CIBC PDF Market braces for earnings, Greenspan CBSM Greenspan, at end of era, to signal more rate rises Reuters Mid-Year Forecast - More See-Saw Fed Mauldin Greenspan's Fraud Taylor Q&A (Batra) Asset-backed Securities Noland Trading the HUI/Gold Ratio 2 Zeal Good-Bye, Ruby Tuesday Bonner US hears the pop of our housing bubble Weekend Australian New 'Dutch disease' has lessons for U.S. housing Reuters Real estate investment clubs are thriving MSNBC Risk, Innovation, and Reality in the Housing Market EW Holes in city housing bubble? Newsday Wal-Mart sees July sales within range CBSM Next for GM -- Buy One, Get One Free? BL How Ebbers Lucked Out With a 25-Year Sentence BL Future SEC Chairman Cox ‘went into gold and stocks in a big way’ CFO U.S. jobless rate understated, study says CBSM PDF File Are you prepared for the Big Collapse? SF Gate Peak Oil? Rural life? Can you pickle meat and eat bark? Martha-mania: The deluge looms CNN Prince sees dollar peg as key to a Gulf 'euro' Times Online A slippery European energy outlook IHT US Senator proposes to outlaw China plan to buy Unocal AFP Maytag asks shareholder OK of buyout; China's Haier informed AFP Anger as 2,000 jobs go at British Gas Guardian KPMG Fined $100 Million by Oslo Court CFO China Force shares slump as soybean oil price plunges Standard Iran's oil diplomacy frustrates U.S. policy Daily Star China, firm on Taiwan, says general's words his own Reuters
Friday July 15 China: the dragon that isn’t Jubak Dell Holders Endorse Options Expensing AP Enron settles Western energy deals CBSM Industrial Production Jumps 0.9 Percent, Twice as Much as Forecast BL FED June U.S. producer prices flat CBSM BLS New York State Manufacturing Unexpectedly Rises BL NYFED $ Gains When The Correction Comes Bartlett Inflation Phobia Roach Marc Faber And The Crisis Of Confidence AIR U.S. Equities: Too Many Bulls To Keep Pushing Higher? BCA Research Big Stocks Burdened by Problem That Won't Go Away Currier House not home: Foreigners buy up American real estate CSM 'For sale' signs are increasing Sac Bee Inventory of resale homes in capital area shoots up. A Hands-Off Policy on Mortgage Loans NYT Housing is hot, but types of loans seen cooling Reuters Two months in house-hunting hell MSNBC Stocks or Swampland? Fool The housing bubble PWW US Comptroller General puts recent deficit figures into perspective CS Monitor Oil Supertanker Bookings Reached Highest for Year in July, Doubling Rates BL The Shipping Bubble Slate Got a canoe? You should do an IPO Pricing power beyond reach of many companies Reuters GE's Profit Rises 24% BL MCD - SNE - Earnings Scorecard Job cuts coming at HP: analysts Reuters Google Options Point to Jump in Shares AP Wal-Mart Didn't Act on Internal Sex-Discrimination Alert, Documents Show BL Keeping investors in the dark Norris Consumption Strikes Back?: Measuring Long-Run Risk NBER PDF PICC risks 599m yuan loss in wake of broker collapse Standard US expects Chinese currency revaluation FT ECB's Answer to Rate-Cut Prayers Is a Loud ‘No' Gilbert One forecaster thinks rates may fall to as low as 2% Inde Monetary policy in the euro area has been looser than critics think Economist Canada central bank predicts 2.7% growth in 2005, 3.3% in 2006 AFP Hot Canadian housing market breaks record Globe & Mail Cuba's crumbling infrastructure taxes residents' patience FT Brazil Readies $3 Billion in U.S. Sanctions Over Cotton Subsidies at WTO BL Samsung's Profit Drops for a Third Quarter as Chip, Flat-Panel Prices Fall BL Dark days for Volkswagen Economist Shell forced to admit Russian costs have doubled Times Online Shell faces Venezuelan tax demand BBC EC spurns calls for curbs on hedge funds Guardian Byers admits he lied to MPs over Railtrack's prospects Independent Pension fund group sues key Seibu trio Japan Times Eyewear firm faces probe on share moves Standard Remember George Soros? EW China casts long shadow of US-Australian ties CS Monitor Top Chinese general warns US over attack FT
Thursday July 14 Crude Oil Declines as U.S. Output Recovers, Hurricane Emily May Miss Rigs BL Chief Executives’ Confidence Declines Conference Board Retail Sales Rise 1.7% - Census BL Consumer Prices Unchanged - BLS Jobless claims rise on auto layoffs CBSM Oil prices fall to $60 a barrel amid supply, storm worries AP Does Alan Greenspan have some explaining to do? Cunning Realist The puzzle of long-term yields Econbrowser Peak Credit? Hoye Is Commercial Property Still a Good Investment? Wharton Real estate talk through the roof USAT Agent Burnout WSJ Home Prices Put Squeeze On Families WP Pittsburgh Home Market Hurt By Foreclosures WSJ Fables of the Reconstruction Miami New Times Housing party not over yet SF Gate Google Effect: Driving Up Peninsula Real Estate CBS5 Ding dong! The wicked bear is dead! Hulbert Hedge-fund industry has an extra layer of leverage CBSM SEC eyeing hedge fund leverage, warns of risks Reuters Hedge fund Vega feels the pinch WSJ Hedge Fund Industry should consider code of conduct-AIMA Hedgeco How Long Can Workers Tread Water? NYT AMD Back in Black ~ Apple Delivers Mixed Bag ~ UNH - LUV - RML - PRU - GCI Dividend Recaps Back in Vogue CFO 12,000 Delta Employees Petition Congress on Pension Reform PR Ebbers's fall transformed world's securities markets Norris Google price target raised to $350 at Lehman CBSM Detroit is officially out of ideas MSN Google investor brings Powell into play with strategic role Times Online Gap's Factory Inspections Uncover Abuses AP Judge Orders NYSE to Turn Over Documents AP Defense: Enron case based on twised facts AP FedEx Setting Up China Hub TheStreet Wine Futures Let Buyers Lock in Supply of Promising Vintages BL Top pension provider seeking to raise fees IHT/BL Rove in the spotlight Economist Why benefit cuts will not solve Social Security's financing problem EPI China's Money Supply Surges as Foreign Reserves Swell BL Cnooc May Increase Offer as U.S. Opposition to Takeover Mounts BL Lawmakers rip CNOOC's Unocal bid CBSM Chinese Checkers WT ECB Chief Economist Issing Says Inflation Outlook Has `Clearly Worsened' BL Eurozone rates low enough for growth: ECB AFP ECB´s Gonzalez-Paramo sees risk of disruptive unwinding of US c/a deficit AFX Peru Sells $750 Million of Bonds to Refinance Debt BL Unilever Slips Amid India's Consumption Boom BL Byers accused of 'covering tracks' over Railtrack Independent Robbers Steal $1M and Kill a Guard Moscow Times Commodity Strategists; Sugar May Rise 10% on Brazil BL Global outsourcing to affect 4.1 million jobs by 2008: study AFP Why Iraq oil money hasn't fueled rebuilding CS Monitor
Wednesday July 13 Ebbers Sentenced to 25 Years BL Status of high-profile corporate scandals AP Trade Deficit Narrows to $55.3B as Exports Climb to a Record BL PDF ~ $ Up FILLED with The Fire of Gold! Mogambo Guru Asian Oil Demand Declining Xie The Wave of The future Aden A Golden Opportunity? Schaeffers Speculation Plays Major Role in Higher Oil Prices Berry Whither equities? Buttonwood Stockmarkets have more to fear from a spike in the oil price than from a terrorist attack Greenspan's Mysterious Conundrum Mises Detractors of Adam Smith's Real Bills Doctrine Fekete Mortgage applications decrease last week MBA Doing Deals While Wary of Bubbles NYT The Global Real Estate Obsession Big Picture Bush Said to Be Monitoring Housing Boom AP Enough About the Loans. What About the Lenders? Baum Beware of high closing costs CBSM The House Poor Bonner Home Prices in Baltimore Skyrocket WJZ Builder's orders hit $1 billion in quarter Arizona Republic Road blocks to a second half rally CNN Allure of Hedge Funds Is Waning for Investors NYT Small-Firm Payrolls Show Little Rise in Hiring WSJ Sharp Increase in Tax Revenue Will Pare U.S. Deficit NYT Unocal seen telling Chevron to raise bid Reuters Should U.S. Taxpayers Purchase Unocal? Northern Trust Cnooc's $18.5 Billion Unocal Bid Threat to U.S., Witness to Tell Congress BL Teradyne Cuts Jobs TheStreet Manor Care Warns of Weakness TheStreet SEC Launches Harley-Davidson Inquiry AP UBS, ABN Amro fined by NYSE CBSM Ebbers speaks out ahead of sentencing CNN American Express to settle $7.4M suit Reuters US tycoon Trump sues Hong Kong partners AFP Feds charge pair in cheese-making scam AP In First of Many Vioxx Cases, a Texas Widow Prepares to Take the Stand NYT Curbing the Boom-Bust Cycle: Stabilizing Capital Flows to Emerging Markets IIE The Future of Central Bank Cooperation BIS PDF Japan's Current-Account Surplus Unexpectedly Rose in May BL OECD warns eurozone growth could halve FT Pensions facing £1 trillion shortfall Times Online Big two face new budget deficit flak Guardian Chinese state banks to lend 1.2 billion dollars to bail out brokerages AFP Big Shift in China's Oil Policy WP Scandal? What scandal? Brazil's Lula rises in poll Reuters Chilean Bank Boosts Lending Rate to Three-Year High of 3.5% BL Instability haunts Philippines’ finances FT With money sent from US, Peruvians buy homes CS Monitor How will a UAE stock market correction impact on the real economy? AME No fear of foreign takeover rash spreading Swiss Info Mitsubishi Motors to slash nearly 20 percent of jobs at Dutch unit AFP Exec warned One.Tel Australian IT Unions hit out at 'gross' BBC bonuses amid staff sackings Guardian I always put public interest first, says Byers Independent Across the world, people share angst over rising oil prices AP America is punishing Germany for its Iraq opposition FT
Tuesday July 12 Oil Prices Surge Back Above $60 a Barrel AP EIA Bernanke: Housing Bubble Fears Over-Blown MSNB Car wars: In spite of discounts, prices remain high Kellner Judge Denies New Trial for Bernard Ebbers AP SEC official warns of hedge fund danger Reuters Hedge funds cheering for Cox CNN Chain store sales rise in 1st wk of July Reuters U.S. Stock Futures Drop BL Crude reclaims $59-a-barrel mark CBSM Keeping the Rabbit at Home and the Dog at the Office McCulley Rising U.S. interest rates pose recession risk Reuters Another Recession American Chronicle Greenspan's every silly utterance could cause a recession News-Press Playing the Yield Schaeffers The Bond Story Saville Equal in Price & Time, Equal in Opportunity? EW Feds no longer dismiss talk of housing bubble MSNBC Regulators focus on role of 'exotic' loans in propping up prices Where L.A. riots flared, a housing boom CS Monitor Global warming Sign on SD Will the Internet finally smash the real-estate cartel? Newsweek Update on Value Line market timing advice Hulbert How to Detect a Bubble? Try the Original-Use Test BL The Oil Uproar That Isn't NYT The Saudi Succession Pipeline Texas Hedge The Dollar Strikes Back WSJ Rising Dollar May Trim Repatriations CFO The downside of a rising dollar CNN Bets on dollar, crude oil help hedge funds-report Reuters Racing to file for bankruptcy? CNN DreamWorks warns of 2Q loss, cuts outlook AP EU officials raid Intel offices FT (R) Bear Stearns Builds Reserves TheStreet Fidelity Equity Trading Chief DeSano Reassigned BL Royal Group Faces SEC Probe TheStreet Enron agrees to $356 mln for claims - US Reuters The Rich Boys Business Week An ultra-secretive network rules independent oil trading. Its mentor: Marc Rich SSU Summer Lesson #5 Anti-Growth Politics Wanniski The Wreck of the Free Trade Model Engenders Myths and Falsehoods AEA Gold gains with euro strength, eyes US data Reuters Russell ~ Maund Cranks in the Gold Community Hultberg Let China buy Unocal Jubak Foreign investment no reason for panic PG US textile industry demands more curbs on Chinese imports AFP Wal-Mart, Gap Look to India as China's Yuan May Rise BL Chinese currency trading thrives without yuan IHT Moderate slowdown may last up to two years Standard Banks vie for hedge fund cash Standard China set to allow more foreign cash in its bourses Reuters Japan's Producer Prices Advanced for 16th Month in June, Squeezing Profits BL Soaring factory costs fuel talk of rate cut Independent 'No UK factories' in 25 years Guardian Euroland: Debating the Liquidity Trap Hypothesis Morgan Stanley Bond holdouts gain no ground from Argentina Dow Jones Police detain Brazilian congressman with AP Holier-than-thou no more Disney plans to take Mickey to park in mainland China Times Online VW speaks of 'unbearable' damage as scandal escalates Independent
“If the energy sector is removed from the S&P 500 index, the remaining 9 sectors would have a growth rate of 4.6%.” First Call
Monday July 11 Blue Chip raises U.S. growth, inflation forecast Reuters Weaker oil, M&A give modest lift CBSM Explaining isn't Justifying Hussman Resilience in a Vulnerable World Roach Market Stares Down Second-Half Curse MSN Firms pile up earnings warnings USAT For every S&P 500 company that has told investors to boost expectations for their second-quarter earnings, 2.5 have said their results will disappoint Does Intel win with technology -- or threats? MSN (Fleck) Asset Price Bubbles: Monetary Inflation and Leveraged Speculation Catallaxis Big mortgage portfolios could put banks at risk MSNBC Real estate market may break under interest-rate pressure Inman Real estate: too hot to handle? CS Monitor Posh homes getting posher CNN Condo-mania LR Builders are balancing on the housing bubble Florida Today U.S. Two-Year Notes May Decline Amid Housing `Froth' BL Consumers may feel new credit card squeeze AP Don’t be surprised if the minimum payment on your credit card suddenly goes up. Crude Falls as Hurricane Dennis Misses Rigs BL Gas Prices Surge To Record Un-Spin the Budget NYT (Krugman) You can win 'The Loser's Game' Farrell Google's Price Target Taboo TheStreet Tech world hits 10 Seattle Times I.B.M. and Partner May Offer Broadband From a Wall Plug NYT Fare wars erupt again Crain’s UAL vows to match Southwest cuts even as it heads for Ch. 11 exit PCAOB Probing Deloitte Audit CFO SEC Trading Rule Gives Executives An Out Just Ahead of Bad News WP QSPEs, Derivatives, and FAS 140 CFO Wall Street Erin NYP Hedge fund has-beens CNN Here's what has happened to the guys accused of swindling millions Morgan Stanley Co-President Resigns; Cruz Named Acting President BL Low Bond Yields Linked to Savings Excesses? Taylor Former Wall St. Whiz Kid Says Gold Equals Insurance RI Gold In The Sink MS Gold May Rise as Terror Concern Boosts Appeal of Metal as Haven BL Gold May Not Be the Best Hedge in Terrifying Times BL Values Conundrum WP Will the U.S. and China Play by the Same Rules? U.S. prices would rise if China floats its currency Newsday China's Trade Surplus Swells as Exports Reach Record BL Early signs of a steel glut in China are starting to emerge AFP Pressure grows to clip ICAC powers Standard Singapore returns to rapid growth BBC Terror's long-term cost to the economy Independent (King) Central bankers stand on the front line Times Online Oil prices threaten growth TT Mutual Funds Gain Ground in Kingdom Arab News hilippine Outlook Cut by Fitch on Political Concerns BL The matrix of credit ratings Financial Express Rover rescue plan collapses Guardian FM blames TN govt for co-op. bank crisis Deccan Herald U.K. Memo Cites Plans For Troop Reduction WP
$ May Resume 4-Month Rally Against Euro ~ Currency Currents ~ Overshoot? Consumer, Producer Prices Rose in June: U.S. Economy Preview BL
Weekend Edition (July 9-10) Falling Bond Yields Are A Sign Of Easier Monetary Conditions? Kasriel Experts fear a life after Greenspan WP Are There Too Many Hedge Funds? Mauldin Boom in Jobs, Not Just Houses, as Real Estate Drives Economy NYT CRB Index Revised Zeal The Flow of Finance Noland No Consensus on U.S. Stock Valuation AP Fewer new motor homes rolling off RV sales lots USAT Housing anxiety in Portland AP Mack Turns Down Morgan Stanley's $25M, Will Base Pay on Performance BL Can the Earth Support International Economy PDF The coming boom-bust cycle Banking Sector Crises and Inequality World Bank PDF Current Account Fact and Fiction NYU PDF Empire of Liberty AEI The Historical Underpinnings of the Bush Doctrine Dennis to hit Fla. Panhandle Sunday CBSM China Oil Giants Crave Respectability and Power NYT Internal pressure on China over currency peg eases FT China, US talks fail to find solution on textile quota row AFP Emerging China WP Investors made millions amid bombs chaos Times Online Retailers stand to lose billions as shoppers stay away from capital Inde Total City shutdown was minutes away Observer Investors caught in high-rise collapse Australian
Dollar Caps Third Straight Weekly Gain Vs. Yen on U.S. Economic Growth BL Debt of U.S. consumers declined $3 bil in May BL Consumer Credit Solid job growth in June, but still below expectations EPI
Friday July 8 Back to the Drawing Board Roach Xie The Downside to Auto Industry Discounts AP Report: GM offering '06 model rebates CNN U.S. Adds 146K Jobs; Unemployment Drops to 5% BL BLS Oil rises near $61, London bomb impact seen limited Reuters Cycle of Deflation Revisited Comstock Who Cares About Inflation? Norris The Housing Bubble Fact Sheet Baker PDF In at the Top Forbes Public pensions are rushing into real estate the way they rushed into tech in the late 1990s. Condo crazy at the heart of a boom CS Monitor Bearish look at bubble SF Gate New Jersey Shore Home Prices Surge as Boomers Head to the Beach BL Moody's says may cut GM to junk status Reuters Toyota to hike prices across U.S. market Asahi Toyota hopes to defuse potential trade friction with the United States by sending an explicit message that it is willing to help its struggling Detroit rivals. Chrysler bringing Lee Iacocca back for ad campaign AFP Purcell may receive $44 million CBSM Canada health panel says Vioxx pain drug safe enough Reuters Graco recalls 1.1M strollers Reuters Deloitte's Audit of Navistar Is Target of Investigation by U.S. Regulators BL Bad Data, Bad Bankruptcy Law? CFO The Plaza Accord Nightmare China Must Avoid Pesek China pays for security of dollar Kudlow With Eye to China, Malaysians Ponder Revaluation NYT China, US discussing textile tensions China Daily The Coming Trade War, Part 3 Asia Times Trade in the age of overcapacity Chunghwa files for $2.8 billion U.S. share sale BL Housing bubble grips Korea Asia Times Bank Heads Predict Housing Bubble Burst Korea Times Argentina's Domingo Cavallo Plots Political Comeback After Debt Default BL Russia blasts Canada over WTO negotiations row AFP House prices stand still ThisisMoney Israel not eager to extradite Yukos oil boss to Russia Haaretz Financial crisis improbable -- Russian parliament, banking association RIAN FSA takes aim at shady sales ploys Japan Times
Battered FTSE fights back after 200-point plummet Times Online Dealers wiped more than £44 billion off the value of London shares in intra-day trading as City institutions digested news of the terror attack on the capital. Managers bet against travel, retail CNN Travel insurance calls mount after London bombings Seattle Times Companies face higher terror insurance bills 'within days' Times Online Bank holds steady on rates Guardian Pound Falls to 18-Month Low; Terror Attacks May Add to Rate Cut Pressure BL Business Response to Terrorism WP Terrorism and The World Economy Harvard PDF If It's a Muslim Problem, It Needs a Muslim Solution NYT (Friedman)
Thursday July 7 Energy Dept posts drop in crude stocks DOE U.S. budget deficit improves, congressional analysts say AP CBO PDF Cantor predicts yield curve could invert CNN London Attacks May Hinder U.K.'s Growth, Weigh on Global Demand BL The Short View: Uncertainty rattles markets FT Bank of England Holds Interest Rate After Explosions BL Stocks to plunge on London attacks CBSM Gold Gains ~ Security stocks jump Stocks Worldwide, U.K. Pound Slump After London Terror Attacks BL G7 watching mkt reaction to blasts-Eichel Reuters Oil Drops as Blasts in London Stoke Concern Demand Will Slow BL Record oil prices threaten earnings CBSM Jobless claims increase Reuters Nation's Retailers Post Strong June Sales AP Monetary Incest Mogambo Guru To solve Greenspan's riddle, look beyond China BL TV's not best stock in trade Boston Herald Home sales may have tapped the brakes USAT PDF File Hole in the Housing Bubble NYT NY's Real Estate Stars Reap Millions Amid Record Prices BL So, you want to sell real estate? CNN Soaring numbers of rentals go condo USAT Economist sees Calif. housing defying 'bubble' talk Reuters The Small Wonders Schaeffers Debate raging over oil CNN Treasury Market Works To Offset Rising Energy Bill BCA Research Monthly Indicators: The End of Proration CIBC PDF Oil Scene Arab News Pop Quiz: Which Headline "Explains" the Stock Market? EW Living paycheck to paycheck CBSM Comment: When Pensions Go Bust Progressive (Baker) The DeMint plan to raid the Social Security trust fund EPI IPO Prices Rise, Volume Sags CFO CNOOC Says Oil Firm May Increase Its Offer WP Expensive but strategic AFP Chevron Will Have to Offer More Money, Critics Say WP DaimlerChrysler tops GM, Ford in US price war AFP GM wins pension case against U.S.-WSJ Reuters Airlines hope new fashions make financial statement USAT The fashion renaissance comes as many of the big carriers continue to hemorrhage money US targets Boeing over China technology China Daily Kaplan: Microsoft tried to crush startup AP PBGC Liens Force Plymouth Rubber into Chapter 11 Reorganization PRN Man charged with stealing Wi-Fi signal AP Asia Pacific: Hot Money Leaving? Xie Is China's economy ready for heatwaves Xinhua Mainland halts IPOs to bolster markets Standard Leading indicators of world economic activity Reuters Rate cut clamour mounts as homeowners cut borrowing Independent Forum calls for fiscal pain to avert debt crisis Japan Times Household income continued decline to 5.8 million yen in '03 Japan Times EU accounting rules could spur delistings en masse Asahi Fall of Hong Kong firm is a shock to investors IHT Disgraced Chinese oil executive wants charges against him clarified AFP Scandal shows flaw in VW's boardroom IHT (NYT) Railtrack chief 'expected a rescue' Guardian Former Yukos Security Chief Charged With 5 More Murders MosNews First-mover disadvantage Buttonwood Zimbabwe's Tragedy is Africa's Shame AEI
Wednesday July 6 Oil Climbs Above $61 Amid Gulf Storms; Gasoline, Heating Oil Hit Records BL Chain store sales rise in the latest week Reuters U.S. planned job cuts climb G&M Oil Rises Above $60 as Storms in Gulf of Mexico Disrupt Crude Supplies BL So, We Now Have Duelling Bubbles Black Swan PDF The Destruction of Old and Creation of New Bubbles! Faber PDF Are Easy Liquidity and Razor-Thin Returns Driving Real Estate to Dangerous Highs? Wharton Risky Mortgage Business NYT Housing Speculation is More Rampant Than You Think Schiff Mobile home madness: Prices top $1 million USAT Home Sweet Office Tower NYT Does the Public Know What the News Junkies Know? EW Urban sprawl produces rich pickings for farmland owners FT Good times, risky times for banks in hot market HT Small landlords feel property price pinch Boston Herald Diminishing Property Rights Will Lead to a Higher Defaults LR Property seizure backlash CS Monitor Mortgage applications up last week MBA Dollar's strength makes U.S. stock investors nervous Reuters U.S. Muni Market May Top $400 Billion This Year BL Pensions underfunded in trucking industry Arizona Republic Where have all the long-term investors gone? Hulbert As oil prices rise, shrugs at the gas pump CSM For the first time, it's demand, not supply, that's driving high prices. Gasoline price inches closer to a record high Reuters Ford matches GM discounts-price war heats up Reuters GM Overtakes Volkswagen as Biggest Foreign Automaker in China BL Where 25 Million Is Merely Average NYT Mercury, SEC Eye Option Grants CFO Unreal Estate NYP US judge attacks corporate governance legislation FT A Changing of the Guard at the SEC Wharton Buy Inflation, Not Growth Bugos China 'to allow bank gold sales' Reuters Japan ranks first in world gold and foreign exchange reserves list Itar Panic forces closure of rural credit eight Standard A 2-day run on a rural financial institution by worried depositors spread panic to 7 other credit cooperatives, forcing the central government to shut them all down Shutdown to avert Chinese bank run FT There are strong suspicions the bank funds could have been siphoned by local authorities or business people. Credit cooperative bust reveals financial loopholes Xinhuanet The 8 credit cooperatives' non-performing loan ratios were as high as 96 percent. The Big Tug of War Over Unocal NYT What's Behind BoA's Bold Move into China? Wharton China seeks Canadian uranium to meet future power needs AFP Shanghai on blackouts brink Standard European Retail Sales Decline for Fifth Month in Six on Unemployment, Oil BL UK manufacturing stagnant in May BBC Italy set for zero growth in 2005 AFP Investing in Gaza Friedman (NYT) Supply Increase to Stem Property Bubble Korea Times Wimpey gives homes warning Times Online The housing boom everybody's talking Financial Express New cash crisis is looming icBirmingham Chaotic scheme that left families relying on food parcels Guardian Brazil Workers' Party Officials Step Down Amid Probe BL Railtrack failed 'because of management incompetence' Times Online In gauging living standards, GDP often misses mark Reuters
Tuesday July 5 Factory Orders Climb on Airplane Demand BL CensusTâ€s Drop What Global Saving Glut? Roach Taking Stock Berner Xie Alan Greenspan and the US current account deficit Jackson Crude Advances as Tropical Storm in Gulf of Mexico Threatens Supplies BL Dollar rallies on rate outlook Reuters Why the Bears Are Smiling TheStreet Pictures of a mania? - US Housing Outside the Box Hole in the Housing Bubble NYT CNOOC-UNOCAL deal could blow up housing bubble Crudele Retail investors growing hungry for risk FT Wall of worry Kellner Commentary: The second half promises plenty more Signs of a weakening foundation Hulbert Greenspan's dilemma Boston Globe Mr. Greenspan's dilemma CBSM When will oil run out of gas? Jubak Hedge fund returns seen falling over next 3 years - study AFX Bechtel Prepares for Arbitration on Dabhol Dispute as GE Sells Its Stake BL More join copper strike as sparks fly Arizona R Copper Futures Advance On tobacco suit discount, the smoke hasn't cleared Boston Globe Bankers again thwart Wal-Mart's financial moves East Bay BT Beware Google bubble: Ballmer Inquirer Former adviser to Bush interviewed for Fed post FT Fugative Tracks NYP Gold Set To Extend Losses; L/T Outlook Mixed DJ The Mysterious Gold Order – The Sequel AIR In era of credit, ATMs - some still barter AP China scolds Congress over Unocal vote AFP Chinese CEO Defends Oil Bid as U.S.-Style LA Times Stocks fall in Manila over ruling IHT (BL) Germany's tug of war over a beloved bank IHT No 'hedge-fund summit,' Schröder aide asserts IHT High-tech showdown looms as EU lawmakers vote on patents IHT Japan and China face off over energy Asia Times NZ economy slipping toward recession, experts warn NZ Herald Swiss economic recovery seen slipping Swiss Info Decline in Investment Hits Russian Economy FT With overall growth slowing and double-digit inflation forecast, some economists fear a meltdown Brazil Workers' Party Chief Denies Graft Allegations, Pledges Lula Support BL Tsvangirai warns SA companies in Zimbabwe BL Pollution poisons China's progress USAT FSC to offer cash for details in case of insider trading Taipei Times Toyota to double hybrid-vehicle production Asahi Sanyo Plans to Cut 15% of Global Workforce in 3 Years BL 1,600 jobs at risk at furniture firm Guardian Rumors of Sibneft Sale Fueled by Payout Moscow Times Something's gotta give Guardian
Long Weekend Edition (July 2-4) Traders Increase Bets for $80 Crude BL Oil 'will hit $100 by winter' Observer Dollar Rises to Highest in 13 Months Against Euro on Factory Order Outlook BL Gestalts and Aunt Minnies Hussman Three Billion New Capitalists': Consider the Outsource NYT Book Chart of the Week ~ Fed Tightening Cycles Investech Is the following Chart Inflationary or Deflationary? Taylor Should Greenspan step down as chairman of the Fed? Salt Lake T Mr. G Spoof Macro Confusions Noland Fed Is Only Central Bank Raising Rates Berry Pin Pricks 1/2 M2 Roaring Government Bond Market Chapman Thoughts on the Housing Bubble Mauldin Appraisal inflation ‘ticking time bomb†KC Star (R) Appraisers are willing to go along because they fear losing the business... Cover Story: Bubble Bath of Doom! WP Memories of the media's stunning failure in the late '90s bull market, when Newsweek ran a cover titled "Everyone's Getting Rich but Me," are still painfully fresh. Journalists "are a little more wary the second time around," Homeowners Deal With Rising Property Taxes AP Housing may sting more than dot.com bust Reuter Investors heat up housing markets Baltimore Sun Is it a housing bubble? Wichita Eagle You never know when, but... TD Could a Few Hedge Funds Spoil the Party? NYT New Uranium Bull Zeal Double-Digit Earnings Growth About to End AP Tough Crowd NYP Feds to Continue HealthSouth Probe AP Options: One Rule, Many Results BW When Dividends Are Sweet, Be Choosy WSJ The Dow/Gold Ratio Russell' Awakening Economic Powerhouses Eye G-8 AP China and the US: driving global oil demand to new heights AFP China denies yuan revaluation claim China Daily Controversy grows over Chinese oil bid with US House vote AFP The Chinese Invasion LA Times A new economic landscape revealed FT Nuclear energy expansion stepped up as demand soars Standard Slowing economy may force Bank to cut interest rates Times Online Italy to Raise as Much as $4.9 Billion Selling Enel Shares; to Cut Debt BL Venezuela to Begin Selling off Exploration Blocks in Orinoco Tar Belt AP 0% home loan to ease the pain of parting Guardian Concern as home loans fund consumption Business Day Pensions boss warns we will have to work longer Guardian Westinghouse sale rocked by US opposition to $5bn loan Inde New Siemens CEO warns managers, workers: FT CBSM Baugur will fight 'politically motivated' fraud charges Times Online
Investors Wait on June Jobs Report WSJ The Week Ahead: Two Worth Watching CIBC CSFB
Friday July 1 Gold futures fall $8 an ounce CBSM GM Sales Soar on Employee Discount Offer AP Manufacturing Accelerates; Consumer Confidence Up BL ISM ~ Tâ€s Drop The Optimism of a Pessimist Roach The Ultimate Squeeze Play? Contrary Investor Political Economic Reasons Why The Fed Is On The Cusp Of Pausing Kasriel Bye-bye macro economy Asia Times Breaking the Rules Cornerstone Gold Bulls Rub Hands; Stock Bulls Wonder When It'll End Goldenbar 30-year mortgage at 5.53%, lowest in more than year AP Realty Q&A ~ The dangers of buying in the face of a bubble CBSM Snakes may lurk under the US property ladder FT Manhattan Apartment Prices Rise at Fastest Pace in Five Years BL Haunted by 6 Years of Missed Calls on the Housing Bubble Wood So Powerful in One Market, Too Weak in Another? EW Follow the Leapin' Leprechaun Friedman Mood in Mid-America CS Monitor Look out - Mack the knife is back in charge at Morgan Stanley Times Online Scandal-hit Boeing gets new boss BBC GM Hasn't Made Case for Health-Care Cost Cuts, Union Chief Says BL Ebbers to give up cash, assets before going to prison AFP Amazon Sued for Copyright Infringement ABC Merck: A dividend cut and then ... ? CNN Is History Repeating Itself at Cisco? Schaeffers Buffett's Lunch for Eight Sells for $351,100 in Bidding on EBay BL Steel prices hammer U.S. manufacturers AP Mittal Steel cuts prices, but denies pressure Business Day Sail is the first to slash steel prices MC Scrap metal prices fall 65% in 6 months Metals Place Oil traders suffer contango blues FT Program Trading Averaged 76.3% of NYSE Volume during June 20-24 NYSE Japan's Tankan Rises for First Time in Three Quarters BL CNOOC's Unocal Bid Hits Roadblock, House Seeks Review BL China as World Finance Maverick -- Deal With It Gilbert The dragon tucks in Economist Chinese companies are becoming aggressive buyers of overseas assets. It will take longer for them to become smarter ones China's Subsidized Shopping CS Monitor US senators drop China tariffs bill China Daily Three more companies tumble on trade debuts Standard Too Much Money Business Week A global savings glut is good for growth -- but risks are mounting UK economic growth revised lower BBC Growth slowdown prompts hopes of interest rate cut Times Online UK Headed for Recession Mish Among Germans, foreign buyouts heighten angst WSJ London hedge-fund managers top a survey of financial-industry pay Economist US drops Shell criminal action Guardian ABB to cut 1,300 jobs worldwide AP FSA cracks down on forex margin trading Asahi Cash alone won't solve Africa's ills, IMF warns AFP America Held Hostage NYT (Krugman)
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