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Obama Pushing Extension of Middle-Class Tax Cuts AP What if the Fed Throws a QE3 and Nobody Comes? Hussman When we look around the globe, we find that the impact of quantitative easing is rarely much greater than the market decline that preceded it Fed members mistreating inflation target: Evans MW Roubini: My 'Perfect Storm' Is Unfolding Now CNBC It's back to the waiting game Fleck Economist Economic Report Card - Fail JimQ Why U.S. Economic Policy Is Paralyzed Samuelson Is the US turning Japanese? MSN Libor pains Price Reich - Bears surprisingly unrampant Brimelow The Economics of Planned Global Failure Sultan Knish Mr. Smith Goes to Leaves Wall Street Das Sheehan - Keen - Mish - MyBudget The curse of advanced economies in resolving banking crises VOX
New Jolt Looms for Investors: Earnings WSJ Bank of England's Paul Tucker 'aware of move to fix Libor' Telegraph The Biggest Financial Scandal In History? Economic Collapse Banks’ Living Wills Don’t Defuse Systemic Risk BL Wall Street’s Captive Arbitrators Strike Again Cohan We're powerless to get truth about bankers, says key MP Independent Benjamin Graham - Figuring it out Economist Seth Klarman - The Oracle of Boston Anxious investors day trading with retirement account LAT The 11 Ways That Consumers Are Hopeless at Math Atlantic Commodity Prices Are Headed Lower WSJ
Analysis: Euro zone fragmenting faster than EU can act Reuters Vital Signs: Spanish Bond Yields Rising WSJ However many bailouts, eurozone will soon be the twilight zone Bootle Euro Touches 2-Year Low Before Finance Ministers Meet BL “The risk around the finance ministers’ meeting is that we see more cracks appearing in European unity and perhaps a delay in implementation of the measures agreed on at the summit” Hong Kong, Vietnam Signal Slowing Growth BL China Inflation Eased to 29-Month Low in June BL Global policy easing shows pressure for Asia rate cuts Shanghai Daily Popping Housing Bubble A Long Term Strategy, China's Wen Says Forbes Norway Banks Under Pressure as Asset-Bubble Risks Swell BL Investors poised to flick the switch from safety to risk Brisban Times Japan Plan to Buy Islands Draws China Ire BL
Earnings and Europe's Impact Are Next Big Test... CNBC Economy hits another big bump Trying to Stay Focused on the Big Picture Noland Into the Matrix Mauldin Roubini Says 2013 `Storm' May Surpass 2008 Crisis BL Sentiment Climax Swenlin Markets, Economies, Central Banks - All Out of Power! Harding SPX and 2012 Elections 2 ZEAL Capital & Crisis - How To Get A Seat In 'Gabelli's Kitchen' Gabelli Reducing the U.S. Deficit by Recycling Capital Inflows FRBSL Research US: Fed QE3 is moving closer Danske Global Forecast Update Scotia Global Views Scotia Business Cycle Monitor: PMIs continue to weaken as the global economy slows Danske
The British, at Least, Are Getting Tough Morgenson Nocera Banks’ Ability to Rig Rates Shows Need for Change Norris Best Buy to Cut 2,400 Store and Geek Squad Jobs BL Why Gordon Brown Sold England's Gold On the Cheap To Bail Out the Banks Jesse
BRICs Priced for Economic Meltdown as Value-to-GDP Gap Grows BL Rate rigging probe escalates in UK and Germany Reuters Exclusive: Barclays insider lifts lid on bank's toxic culture Inde Bank of England warns UK banks exposed if euro crisis escalates Telegraph In Greece, a Bold Plan to Solve the Debt Crisis NYT Pensions’ equity holdings fall FT (via Google) UK pension funds have less invested in equities than at any time since 1974 Seven Reasons to Celebrate Canada Day BMO Latin America Regional Outlook Scotia Higgs Didn’t Expect Particle in His Lifetime BL
Equities Punished by Poor Jobs Report Schwab Goldman, JPM Shut Money Market Funds as ECB Rates Hit Zero BL U.S. Payrolls Rise Less Than Expected; Jobless at 8.2% BL Too Few Jobs Added Morici Looking for Bubbles Absolute Return Letter Monthly Economic Monitor NB Financial Central Banks May Have 'Zero Chance' of Avoiding Slowdown CNBC Debt buries American dream USAT Market Snapshot: Risks Abound....For Now Sonders Embry Investors continue to flee stocks CNN ETF Flows Is the Apartment Rental Market Overheating? CNBC
The Libor Conspiracy: were the Bank of England and Whitehall in on it? Inde Wall Street Bank Investors in Dark on Liability of Libor BL Countrywide issued hundreds of VIP loans to buy influence, report says CNN The 5 myths of the great financial meltdown: Round 2 Sloan $100 oil out of reach despite Iran saber-rattling MW Jim Rogers: Why I'm Still Bullish on Oil CNBC
Spain Re-Enters Danger Zone, Germany Borrows for Free Reuters Is Italy Living on Borrowed Time and Money? CNBC ECB Interest Rate Cut Inspires Little Hope Spiegel Greece Admits Veering From Bailout Obligations Reuters "The troika people told me jokingly that I'm not going to have a good time at the Eurogroup on Monday. I told them I'm aware of that." Banks at risk from growth in NPLs China Daily China heads for a hard landing Warner China -- again the villain in US election AFP Cautious buyers send Toronto condo sales plunging G&M Radioactive river mud threatens lakes, Tokyo Bay Asahi
When to Move Back to Stocks? Hahn Central Banks Deliver 45-Minute Salvo as Growth Weakens BL Spanish and Italian debt costs hit danger levels after Draghi speech Telegraph U.S. Service Industries Grew Less Than Forecast BL Retail sales generally weak Fewer Americans Than Forecast File Unemployment Claims BL China Cuts Interest Rates for Second Time This Year Reuters IMF Cuts U.S. Growth Forecast - France slashes growth outlook - German DIW institute cuts 2013 GDP f'cast - Brazil's GDP growth forecast lowered - Growth Concern in Poland John B. Taylor: Monetary Policy and the Next Crisis WSJ Low interest rates and international capital flows, not a 'saving glut,' were to blame for the 2008 crash. Concluding Statement of the 2012 Article IV Mission to The United States of America IMF Soft Patch #3, QE3, Not Home Free BMO 14 secrets of happy investors at World End Farrell Emperor Ben Has No Clothes Forbes Risks of deflation rising again Saft Veteran ignores recession rumblings Brimelow It's time to buy everything Mirhaydari Dr. HB How States Are Exacerbating the Foreclosure Crisis BL U.S. Monetary Policy: A View from Macro Theory FRBSL
Barclays Releases Damning Email, Implicates British Government Taibbi We have officially disappeared now down the rabbit-hole of the international financial oligarchy. Diamond's evidence to MPs branded implausible Guardian There were 14 bad people at Barclays, but I wasn't one of them, says Bob Diamond Inde Bob Diamond hints he is ready to fight for £22m Barclays payoff Guardian Moody's: Barclays standalone rating now negative MW Wine Versus Stocks During the 2000s CXO
Italian and German Leaders Emphasize Unity in Crisis NYT Italy and Spain: Economic Facts Hard to Ignore NTrust Derivatives appetite wanes amid global gloom Standard Room for Optimism Europe Will Recover: Mark Mobius CNBC Devaluing the Pound Isn’t a Solution, It’s Default BL Japan plans stiffer penalties for insider trading Reuters China vows to safeguard islands' sovereignty China Daily
After Fourth of July, It's All About the Jobs Report CNBC Spotlight on Payrolls Shines Even Brighter Than Usual This Week WSJ The Smartest Man is a Firedancer Blackstone (Wien) Eisenstadt worried - but bullish Hulbert Curbing My Enthusiasm Kass Panzner - Mish - Taibbi Who Will Pick Up Ron Paul’s Role of Chief Fed Critic? WSJ
Libor scandal: Bank of England told us to rig rates, claims Barclays Telegraph BBC: There have been suggestions the BoE's deputy governor and senior Whitehall officials knew rates were manipulated... Darling: “What Bob Diamond or Barclays appear to be saying is that the Bank (of England) told them to do this. I would find it absolutely astonishing...” Inside Bob Diamond's fall CNN Barclays' Diamond faces grilling in parliament Reuetrs Diamond Would Be Catch for Private Equity, Investment Fund: Recruiters BL Analysis: Investors may shun big Libor lawsuit and go it alone Reuters JPMorgan Manipulation Scandal Raises Specter Of Enron HP Why Warren Buffett avoids technology Fool Gold near 2-wk peak on hopes for monetary easing Reuters Could Gold Hit $6000? Analyst Thinks So BL Video
The heart of euro crisis still untouched G&M 'Fear and Uncertainty' The Euro Endangers German Economy Spiegel France Adds Billions in Taxes on Rich Citizens, Big Firms Reuters Spaniards Eat Into Savings as Banking Crisis Hits Homes BL Consumer debt 'doubles' in May Telegraph Yuan will buck fall in value: experts China Daily Investor optimism hits 3-year low Shanghai Daily Scientists find new particle, probably the Higgs Reuters It is the last undiscovered piece of the Standard Model that describes the fundamental make-up of the universe.
Oil prices surge on Iran tensions, Norway strike Reuters Orders to U.S. Factories Rise, First Time in 3 Mos. BL "The Virtue of Necessity" Saut Merkel is Summit Winner! Merk 10 explosive bubbles that will kill capitalism Farrell A Diamond In The Rough Contrary Investor The real national security threat: America's debt LAT Job Insecurity: It’s the Disease of the 21st Century -- And It’s Killing Us Alertnet Too many jumping on bullish bandwagon Hulbert Panzner - EB - Smith - Keen - Saville - MyBudget The (other) deleveraging: What economists need to know about the modern money creation process VOX
There’s Something Rotten in Banking BL Diamond’s parting gift Saft Lock bankers up - it's the only way of dealing with abuse like this Warner Insight: As banks deepen commodity deals, Volcker test likely Reuters JPMorgan probed over possible power market manipulation Reuters Microsoft Writes Down $6B on AQuantive BL Living Wills: Are Banks 'Planning Their Own Demise'? CNBC Boone Pickens: Gas $3.75, Oil $115 by Year End BL Brent climbs above $98 on Iran tensions, Norway strike Reuters
German Dominance in Doubt after Summit Defeat Spiegel Will Europe Be Willing but Disabled? El-Erian What Europe's Crisis Means for Asia Eichengreen Eurozone unemployment hits record high FT “It is clear that the economy does need significantly more stimulus” Spain May Need More Aid Despite EU Summit Steps Reuters Why the EU summit decisions may destabilise government bond markets VOX Home prices up for first time in 10 months SD Shanghai rallies - Land sales weak China: Get ready for a hard landing Barron’s China's inland areas set to expand for another 5-10 years as spending rolls on SD Japan land prices sag for 4th year but at slower pace -govt Reuters Giant Japan pension fund to dip toe in emerging markets Reuters
ISM Index of U.S. Manufacturing Declines in June BL Recession now much more likely Anatomy of a Bear Hussman At present, conditions remain aligned with those that have preceded some of the most negative consequences in market history. It's the printing press or the euro Fleck Global terror update Price North America: Living in the political wake of the US housing bubble Pollock Market's Euphoria to Fade Fast: Economist CNBC Investors brace for rocky second half CNN A Summer to Celebrate? Santoli Independent thinkers are buying banks Hulbert Golden Rule for Prosperity Forbes Krugman - Smith - Reich - Price United States of Investment Properties Dr. HB The (other) deleveraging: What economists need to know about the modern money creation process VOX
Analysis: U.S. companies blame Europe for earnings warnings Reuters JPMorgan Tightens Bond Grip as Whale Loss Weighs BL How Wall Street Scams Counties Into Bankruptcy BL We are told repeatedly that when Wall Street’s deeply flawed incentive system leads to one bad outcome after another, year after year, it will never happen again. Yet it does. Financial Giants Are Moving Jobs Off Wall Street NYT Math, History and Psychology Smead The Money-Empathy Gap NYMag New research suggests that more money makes people act less human Are Individual Investors Fleeing Stocks? Nope WSJ Apple settles China iPad trademark dispute for $60 mln Reuters Split personality feeds silver’s steep drop MW Switzerland Grows into Global Commodities Hub Spiegel
Japan Tankan Improves, Yen Gain Limits Exports BL Japan economy faces same risks as Europe: PM AFP Europe’s bad debts 'will bite in 2013” Telegraph E&Y “Non-performing loans” in the eurozone will peak at 6.5pc of all outstanding loans next year One more summit: The crisis rolls on VOX 'For a Donation of 3,000 Euros, Every Greek Can Buy Freedom' Spiegel “We plan to amass as many bonds as possible and then cancel the debt all at once.” Gloomy data deepens recession fears Inde Barclays chairman quits in bid to stop the bleeding Inde Libor rigging 'was institutionalised at bank' Telegraph China 'Won't Tolerate More N.Korean Provocations' Chosun Iran threatens Israel; new EU sanctions take force Reuters |