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Extremists Advance in Iraq Leads Obama to Weigh Strikes BL Baghdad prepares for the worst as Islamist militants vow to capture the capital Inde Iraq girds to defend Baghdad, with help from Iran WSJ Short-Term Breakout for Oil BeSpoke
Bullish Sentiment Spikes to Highest Level of 2014 BeSpoke The Reason for Interest Rate Declines Comstock Just Give Me a Framework McCulleyDeflation: history lessons FT (via Google) U.S. Economy and Price of Copper: A Surprising Connection EW Turn, Turn, Turn Kass French say 60% of National Debt is Illegal - Default Anyone? Armstrong Were all saps in the stock markets shell game MW How Housing Debt and Student Loan Debt Create a Double Drag on the Economy Chicago Mag Some scary practices return to US property market, but the bubbles are overseas Globalpost Peter Schiff says to leave the U.S. to “make a fortune” MW Greenspan in China: Not the Opera (Yet) Sheehan Dark Pools Take Larger Share of Trades Amid SEC Scrutiny BL Shares changing hands in private venues such as dark pools accounted for 40.4 percent of total share volume on June 10... Understanding Financial “Risk” in Legal Contexts Black US to auction 30,000 bitcoins from 'Silk Road' CNBC Banks are crying out for the Uber treatment Warner CEO Pay Has Increased By 937 Percent Since 1978 HP Analyst declares RadioShack stock worthless, saying a turnaround is ‘nearly impossible MW China housing slump sparks fears for economy AP Chinas No-Money-Down Housing Echoes U.S. Subprime Lending Risks BL New yuan loans gather momentum in May CD Economists React: Chinas Bank Loans Surge, Total Credit Growth Doesnt WSJ Why New ECB Stimulus is Unlikely to Revive European Economy Schwab Bank of England gets new powers to curb mortgages to prevent asset bubble Guardian
US oil skyrockets on Iraq, ends at 2014 high CNBC Key facts about the group wreaking havoc in Iraq CNN Islamists Advance Toward Baghdad as U.S. Asked for Air Strikes BL Iraq oil shock could kill world economic recovery, experts warn Telegraph Iraq's Baiji oil refinery under government control - oil minister Reuters For OPEC, the price of oil is just right - for now AP
Retail Sales Rise Less Than Forecast as Americans Take Respite BL It's a Low Rate World Ritholtz Is it possible that there isn't enough sovereign debt to go around? Bond Shortfall of $460 Billion Seen Boosting Debt Markets BL The imbalance helps explain why most forecasters have gotten it wrong this year when predicting bond prices and yields Even without the Fed, we are awash in cash Slate IMF sounds global housing alarm FT Networks and Hierarchies Ferguson Leaners of Last Resort Eichengreen The jobs mystery Samuelson CRisk Most economists say the Fed is wrong about growth CNBC Rising Household Debt: Increasing Demand or Increasing Supply? Liberty Street Global Business Cycle Monitor: Leading indicators confirm global re-acceleration Danske Currency market rigging could become criminal offence Guardian Wall Street Just Lost A Bestest Buddy In Eric Cantor HP Trillion-Dollar M&A Quarter Makes a Return for Better or Worse BL The vanished grandeur of accounting Boston Globe BOJ Said to Mull Keeping Big Balance Sheet After Target BL The possibility of permanently large balance sheets -- in Japans case, now amounting to more than half the size of the economy -- may become a global legacy of unprecedented stimulus measures. Japan to keep printing money for years to come, so learn to enjoy it Pritchard Japan's 'Abenomics' faces critical test AFP China's startups hope for boom after Alibaba IPO AP Vacant homes hit 22.4% in urban China: report China Daily New Zealand Central Bank Surprises Market with Guidance WSJ
Fed Prepares to Keep Super-Sized Balance Sheet for Years to Come BL What If the Fed Has Created a Bubble? El-Erian Fed needs to raise rates: top forecaster MW “The Fed is behind the proverbial curve. The Fed should be raising rates.” Research: Focus on first Fed hike to intensify Danske Janet Yellen's Dashboard Brookings Leverage Channels Alhambra World Bank cuts 2014 global growth forecast MW WB -- World Bank: 'Prepare for next crisis now' CNBC U.S. job openings return to prerecession levels MW 3 reasons the Dow doesnt deserve to be at 17,000 Weidner Larry Summers Should Keep His Mouth Shut Baseline The Bubble is Back Rubino Roubini says theres schizophrenia between what the stock and bond market tell you MW Why Is Calling a Market Top So Hard? Ritholtz What if the caution of the 'super rich' ebbs? Reuters Global private wealth rises to $152tn BBC Whats Behind - and Beyond - the Default Rate on Student Loans? FRBSL Gilead Sciences: Who Pays Billions for a Drug That Will Be Dead in Three Years? Barrons Whether GM or banks, some companies are still too big to jail Reuters Big ‘dark pools under SEC microscope MW Fight rages over definition of Tennessee whiskey AP Coke with fewer calories and less sugar to tackle obesity Guardian Gold price benchmark open to manipulation: London Metal Exchange CEO Reuters Qingdao Port Probe Said to Focus on Loans to Decheng BL U.K. Unemployment Falls; Payrolls Surge to Record High BL There is life after Europe, but let us stop the triumphalism Pritchard The ECB Wants a Free Toaster First Trust Europe in Denial Lachman China slowdown worries still uppermost FA 4 Reasons for Caution on Emerging Market Stocks Schwab Al-Qaeda Offshoot Threatens Iraq Energy Sites After Taking Mosul BL China Building Dubai-Style Fake Islands in South China Sea BL
The Great Insanity In Context (200 Years Of European Bonds) ZH Spanish 10-year yield drops below that of U.S. MW "Everybody's Unhappy?!" Saut Conscious Uncouplings Things That Make You Go Hmmm... Europes Bond Yields Aren't Making Sense BL Mutual Fund Flows Slow to a Trickle in May WSJ A stock market forecast with a 14-year winning streak Arrends The Two Most Powerful Forces Pushing the Stock Market Higher FS (Dorsch) Massive Financial Earthquake & Destruction Of The U.S. Dollar Turk/Embry Bad Times breed bad ideas Hutchinson More Signs Of Bullish Excess STA IMM positioning: Positioning in EUR/USD looks increasingly stretched Danske Seattles Minimum Wage Is Now $15 an Hour: Is That a Good Idea? Brookings European Commission: broker ICAP may have broken EU antitrust rules Reuters GoDaddy files for $100 million IPO CNN Latest sign the tech bubble's really here: Uber valued at $17 billion LAT Clinton says pair 'dead broke' after White House AP Donald Sterling: LA Clippers are not for sale CNBC Vale Proves Too Rich for Barclays on Irons 30% Plummet BW Lawyers Are Now The Driving Force Behind Mortgage Scams HP China Commodity Financing Seen Unwinding by Goldman Sachs BL The 1 big reason GOP will lose the presidency in 2016 Farrell ECB creating “dangerous” bubbles: ZEW think tank CNBC Why troubled euro zone bonds are outperforming Treasurys CNBC Floats receive US momentum China Daily Economists React: Chinas ‘Targeted Bank Reserve Cut WSJ Japan's banks are back FA Ukraine crisis and housing bubble fears pose threats to financial stability, warns BOE TI Money IMF warns NZ about housing bubble Stuff China's Fast-Growing Answer to FedEx Is Researching Drone Deliveries BW
World stocks inch towards all-time high Reuters We Learn From History That We Do Not Learn From History Hussman Little by little, we went insane Price NABE: Majority of U.S. Business Economists Expect Debt Crisis in China WSJ Russian companies prepare to pay for trade in renminbi FT VIX sits at 2007 low - it's like sensory deprivation for stocks MW Are Americans filling up on too much debt? USAT Auto loans are becoming more supercharged than ever as financing terms reach record highs. Not even a bull market can interest people in stocks Gold Are Treasury yields headed for Japanese levels? CNBC Five years later, do we face a market 'melt-up'? CNBC A primer on “global liquidity” VOX The Source of Soaring Corporate Profits? Stagnant Wages Smith Investing Caffeine Fear of Equities Drives More Investors to Cash NYT Uber Worth $18 Billion Because Sure, Why Not? HP US pensions 'cash negative' by 2016 FT Worsening risk/reward fundamentals in US corporate credit Sober Look No shortage of info in Detroit bankruptcy AP Amazon expands middleman role in latest online payments push Reuters The high-tech world of old-world watches Economist China Regulator Pledges to Expand Credit as Economy Slows BL Tremors under China property Finance Asia Chinas land sales plunge 45% as Beijing curbs hit MW Germanys fear of QE is whats stopping us from cracking open the Cava Bootle Lagarde Says IMF “Got It Wrong” on Rallying U.K. Economy BL -- “Do I have to go on my knees?” Telegraph Flotation fever grips Britain Guardian Is Australia's government debt really as bad as Tony Abbott claims? Guardian Japan raises growth estimate for Jan-Mar quarter AP Japan's Incredible Shrinking Empire BW Koreas Income to Overtake Japan, France, Moodys Says WSJ US probes Chinese dry containers China Daily China's unsustainable water management ASI
The Global Week Ahead Scotia Credit Allocation Noland Can Central Planners Revive Chinas Economic Miracle? Mauldin Global Views Scotia Global Equity BMO Financial Repression Accelerating Globally G. Long About Those Forecasts of Eternally Rising Corporate Profits... Smith Recession Reshaped the Economy, in 255 Charts NYT U.S. Economy: How Far From Full Employment? BMO The Truth About the Jobs Report and the Economy Harding Bullish Record PM Shorting ZEAL
A Vow to End Hollow Nods and Salutes Morgenson SEC Caught Dark Pool and High Speed Traders Doing Bad Stuff BL No High-Frequency Crackdown in SEC Blueprint for Tighter Control BL A Risk-Takers Game: Insider Trading NYT Singapore man wins Buffett lunch with $2.17M bid CNBC From broke to billionaire CNN
China's May exports gain steam but imports fall unexpectedly Reuters ECB's Coeure - rates to diverge from UK, U.S. for years Reuters Mexico Unexpectedly Cuts Rate in Bid to Overcome Mediocre Growth BL
Inflation Vs. Deflation Comstock Tracking the Peak in Corporate Profits Sheridan The Worst Bear Market Is Yet To Come SAlpha Why is a calm market so scary? MSN The last time investors were this blase about a record-breaking stock market, things were about to get very ugly. A stock-market prediction that’s “kind of scary†Hulbert Featured Article: The Government's Disastrous Reign over U.S. Money EW What Happens When the Economy Baffles Economists? BL The World is Overbought BeSpoke SSOL - Mish Bank of America could pay at least $12 billion to settle probes: report Reuters Exclusive: As bank fines soar, U.S. threatened $16 billion BNP penalty Reuters U.S. authorities extend deadline for Swiss banks in tax case Reuters High-Speed Trading Rules Outlined by SEC in Strongest Move to Deter Abuse BL A Simple Solution To America's Woes: Huge Raises HP Warren Buffett's charity lunch auction bid tops $1M Reuters Warren Buffett on Sex Fool BOJ's Sato warns euro area of Japan-style deflation risk Reuters ECB's actions are no panacea for Europe's economy AP "It's not going to make the slightest difference" in the long run ECB research : Implications of the ECB easing measures Danske IMF, World Bank urge China to reduce finance risk AP Shanghai’s land market extends weakness SD Japan’s Population Problem in Five Charts WSJ Dotcom darlings must confront the grim reality of how to make a profit Telegraph Special Report: Rising Energy Prices Squeeze Household Budgets Scotia Venezuela Sacrifices Drinking Water to Pay Bondholders BL
Consumer Comfort in U.S. Improves for First Time in Five Weeks BL U.S. jobless claims data still points to labor market strength Reuters Time (and Money) in a Cellphone PIMCO (Gross) The nagging fear that QE itself may be causing deflation Pritchard It's Looking a Lot Like 1994 WSJ Stock prices are giving investors a case of the jitters KC Star Strategy: Bond yields bottoming Danske Real Wage Growth Around the World TCrisis Capital controls in the 21st century Eichengreen The Purchase of Our Republic Falkson The Way to Stop Corporate Lawbreaking Is to Prosecute the People Who Break the Law Reich 'Walmart moms' walk off the job in protest at pay and conditions Guardian GM: incompetence, negligence led to delayed recall AP Toyota's hydrogen fuel cell powered car ready for sale this December RN Dimon’s Raise Haunts BNP Paribas as U.S. Weighs $10 Billion Fine BL UK anti-fraud agency 'examining data' in currency fixing probe Reuters China commodities probe rattles banks, traders MSN Draghi Takes ECB Deposit Rate Negative in Historic Move BL Text DCM dollar floodgates open wide - Ozner turns on the IPO tap FA US ranks 3rd for paying in yuan globally SD China “strongly dissatisfied†with US tariffs on solar panel imports SD
Fed Saw Modest to Moderate Growth as Labor Market Improved BL BBook Federal Reserve officials growing wary of market complacency MW Breakfast with Dave Outside The Box 4 ways to to spot an equities bear market in the wild MW Stock market flashing red MyBudget 7 ways to ‘Happy Days’ in a doomsday century CNBC Half of Americans can’t afford their house MW Monthly Economic Monitor NB Financial "Buying Time" Doesn't Fix Financial Crises, It Makes the Next One Worse Smith Mish - RB Seattle approves $15/hour, will other cities follow? CSM Fed may shun global risk rules banks spent billions to meet Reuters The Fed's decision to emphasize a different process for evaluating risk is maddening to banks... Inside Buffett’s Brain TIME World’s Biggest Wealth Fund Escapes Flash Boys in IEX Dark Pool BL Tesco suffers worst sales for decades Guardian China state media calls for 'severe punishment' for Google, Apple, U.S. tech firms Reuters Walmart's 'Made in USA' push exposes strains of manufacturing rebirth  Reuters China’s Rare Earth Toxic Time Bomb to Spur Mining Boom BL Trading to influence gold price fix was ‘routine’ FT (via Google) The identity of the Barclays client has not been revealed... A review of the yellow metal’s lustre Embry Volatility Even Collapsing in the Baltic Dry Index BeSpoke Bitcoin is back: Price quietly jumps 80% CNBC Service PMI posts best record in 6 months SD Hunt for yield continues across Asia Finance Asia Chinese tech firms poised for world domination Guardian Dubai tops global house price index CNBC RBS clamps down on large mortgages over bubble fears Guardian Euro zone business growth eases in May despite firms cutting prices: PMI Reuters China says 'punitive' duties fray Sino-US ties China Daily Ukraine Bond Repayment Belies Economy Gutted by Conflict BL
G-7 meets without Russia in snub over Ukraine CNBC
The next four days could rock uneasy U.S. markets MW Global watchdogs rattled by lack of fear in the markets Pritchard "Surprised" Saut We all lost Price The coming bond market meltdown Hutchinson Are Bonds Signaling a Recession, or Warning of a Market Crash? 24/7 Labor Dept.’s P.E.E. distorts jobs numbers Crudele Fearful When Others Are Greedy Pension Partners Can the low volatility bargain hold? Saft Zuckerman A Reflection on Capital in the 21st Century Triple Crisis Slow Ride: Housing’s Recovery Taking a Breather Sonders The 35 economic charts from May you really should see Quartz The Last Time Fatcats Tanked the Economy, the Backlash Was Huge. Why Didn't That Happen This Time? New Republic Gold hits four-month low, longest losing streak in seven months Reuters ’Death cross’ is haunting gold, say analysts MW NJ faces another credit rating slash: S&P Reuters Dark pools shed light on their operations MW Pimco's Gross stares at record outflows Reuters Wells Fargo Will Stop Offering Most ‘Interest-Only’ Home-Equity Loans WSJ Mish Michael Lewis on a Rigged Stock Market and the Heroes of Wall Street Wharton Panera swears off artificial ingredients AP Analyzing Earnings As Of Q1 2014 STA China manufacturing improves in May: HSBC AFP This year's highest level House prices see 1st fall in 2 years SD Europe needs a 'Big Bazooka', but the ECB is preparing a peashooter Warner IMM positioning: Growing expectations of ECB easing reflected in data Danske Osborne to target foreign exchange manipulation in City clean-up BBC Ecuador Sends Gold Bricks to Goldman Sachs in Liquidity Hunt BL
Now Joined to Russia, Crimea’s Economy Is Sliding Downhill BW
Manufacturing Pickup Shows U.S. Emerging From Slump BL Market Peaks are a Process Hussman Unstoppable $100 Trillion Bond Market Renders Models Useless BL Why bond trading has shrunk forever MW With Stocks at Record Highs, What Could Go Wrong? WSJ Tranquil markets are enjoying too much of a good thing Tett Phantom household formation... Dr. HB Yves Lehman Lesson Lost as Bank Lobby Gains Clout, Reinfeldt Says BL Auto buyers set new records, load up longer loans CNBC France criticizes US over BNP Paribas probe Reuters William D Cohan on Wall Street whistleblowers FT Professional athletes need to learn to keep their finances in good shape Ritholtz Why I launched OUNZ, the deliverable Gold ETF Merk KKR Liquidates Hedge Fund Led by Ex-Goldman’s Bob Howard BL China explores bond buying in first hint of quantitative easing Telegraph China's higher factory activity raises hopes of stronger growth Reuters Europe Manufacturing Cools More Than Estimated as France Shrinks BL Europe's banks brace for expected interest rate cuts Guardian Britain's economy is dangerously imbalanced - just look at the London property bubble Guardian Watchdog sure of bad-loan figures China Daily Australia's soft landing could be bumpier than first expected Guardian Almost all Spanish stock market firms use tax havens, report finds Guardian Spain's King Juan Carlos abdicates Reuters Russia Gives Ukraine Extra Week to Pay for Gas BL |
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