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No Bubble? Noland Secular stagnation: causes and cures Northern Trust A Second Quarter GDP Bounce-Back May Not Be Bullish Harding Record Gold-Stock Summer? ZEAL If Gold Rises a Little, Gold Stocks Could Go Up a Lot Sprott Halftime Schwab Global Views Scotia Global Forecast Update - Global Equity BMO Weekly Focus: The Riksbank takes centre stage Danske Waiting for U.S. Growth Leadership BMO July business cycle update Fidelity Corinthian Colleges Faltering as Flow of Federal Money Slows Norris Inequality Is Not Inevitable Stiglitz
Were broke, North Adams mayor says Boston Globe SEC judge suspends two KPMG auditors over bank case Reuters BlackRock Advisors gets Wells notice from SEC Reuters Investors Who Bought Foreclosed Homes in Bulk Look to Sell Dealbook O'Reilly faces prospect of forced asset sale FT Dark Days for the Man Who Would Save Barclays, as Equities Franchise 'Tainted' BL Dark pools in crosshairs after Barclays charges CNBC Research Commodities - Insurgence puts great Iraqi potential at risk Danske
Ukraine signs historic EU pact, snubbing Russia AP US judge warns Argentina over 'illegal' payments AFP China Builds Its Own Manhattan -- Except It's a Ghost Town BL Ruling Risks New Argentine Default as Monday Deadline Approaches BL Top accounting firms warn Hong Kong on democracy FT
The Fed's New GDP Forecast Is Already Badly Out of Date Comstock Strategy: Where is the inflation? In asset prices Danske Middle class is drowning in debt, hobbling the economy Nutting Negative Quarters Are Rare, but... Alhambra A New Recession & a New World Devoid of Washingtons Arrogance? Roberts Inside Look: Check out this Unprecedented Bear Market Formation Since 2000 EW How to Stop the Epidemic of Student Debt Defaults Fiscal Times The risks Pimco runs with its big volatility bet FT Where Have All the Traders Gone? Ritholtz A Better Buffett Equis
Market Structure Nightmare Comes True in Barclays Dark Pools Action BL Why silver is outdoing gold and isnt done yet MW Bitcoin to Get More Attention From U.S. Consumer Bureau BL Mish Newspapers That Aren't Dying Atlantic Chinese mogul throws crazy charity event CNN Report calls for building inland nuclear power stations CD How the Clintons went from dead broke to rich: Bill earned $104.9 million for speeches WP
Japan Prices Rise Most in 32 Years on Sales Tax, Utility Charges BL China's yuan has bright future as global currency China Daily 3 IPOs rise by first-day trading limit of 44% Shanghai Daily London house prices jump 18.5pc in a year in a two-speed Britain Tele Prime London properties lure investors China Daily Euro-Area Economic Confidence Unexpectedly Fell in June BL Grand Central: Carney Takes A Test Drive Fighting Bubbles WSJ Scientists Say Water Shortages Threaten Chinas Agriculture BW EU leaders won't hit Russia with new sanctions AP Ukraine, EU sign historic trade and economic pact AP
Likelihood and risk are not the same Saft Here Is The Reason For The Total Collapse In Q1 GDP ZH GDP Data Suggest the Patient Is Still Recovering El-Erian Has the beginning of the end of the bull market begun? Hulbert "It looks like a peak": Robert Shiller's CAPE is waving the caution flag Ticker The data point that screams sell Fortune Ultra-Low Rates Could Last Another Decade Sheridan The Four Horsemen of the Geopolitical Apocalypse Outside The Box For most families, wealth has vanished Ticker Smith The 'Black Swan Index' is on a scary flight higher CNBC
Barclays accused of 'dark pool' fraud BBC China pulling plug on IBM, Oracle MW Banks Can Still Have Fun Prop Trading in Rates BL Bling for Minister Mastermind Greased Secret Turkey-Iran Gold Trade BL China Finds $15B of Loans Backed by Falsified Gold Trades BL As much as 1,000 tons of gold may be tied up in financing deals in China The Case for Gold TheStreet Truly Inane Bloomberg Analysis On Gold Mish Warning for GM and Ford - Car Loans Becoming the Next Bubble 24/7 LeBron: How much he can make, and where he may go CNBC
Carney Takes Action to Cool U.K. Housing as Debt Risks Mount BL Self-fulfilling Eurozone debt crises and the âDraghi putâ VIX China to set yuan clearing bank in Sydney: Australia AFP Singapore corporates go on record M&A spree CNBC It's Asian bonds, not equities, that are too rich Reuters Rising debt payments pressure Argentina to solve crisis Reuters Greek Bonds Beat Lottery as Funds Surge on Smashed Glass BL Dubai property a big draw for Chinese investors China Daily Albanian private bank CEO shot dead outside office AFP The Return of the Sleepwalkers Project-Syndicate ...one could reasonably say that the entire world has come to resemble Europe in 1914.
The New Face of Terror:ISIS' Rise Pushes Iraq to Brink Spiegel Iraq insurgents seize oilfields, hit air base Reuters Research Commodities - Insurgence puts great Iraqi potential at risk Danske
U.S. Economy Shrank in First Quarter by Most in Five Years BL Just Because the Fed Is Doing the Right Thing Now Is No Guarantee It Will Continue to Do So Yellen may be poised to rewrite Fed's rule book on wages, inflation Reuters Fed's Dudley sees mid-2015 rate hike as 'reasonable' Reuters Rising Interest Rate Risk at US Banks FRBC Stock Buybacks Charge Up the Bull Yardeni Horan Bubble Bubble Toil & Trouble Market Anthropology Short-lived correction threatens overbought market MW Low interest rates, secular stagnation, and debt VOX U.S. Shouldn't Weaponize the Mighty Dollar BL 401(k)s face 'crisis,' says Nobelist Merton MW How the Pope and Bill Gates can save the world Farrell U.S. to allow shipments of crude overseas MW Singapore to launch gold contract as Asia eyes price alternatives Reuters In Gold We Trust - 2014 Incrementum AG Gold Euphoria Wonât Last With Yellenâs Rally Fading BL Debut Bond Sales Swell in Europe as Risks Mount BL Three Years Plus $4,750 Is Price of Debt-Free Life After Ireland's Real Estate Crash BL Earnings Expectations Plummeting In Europe Yardeni Nation frets as middle class heads overseas China Daily ECB Stimulus: A Bold Move or Baby Step? Wharton Bitcoin alive and kicking (kind of) in China Finance Asia Why Is Dubaiâs Stock Market Crashing? BW Spanish princess charged in corruption case Reuters As Conflict Grows in Middle East, US-Saudi Gulf Widens YALE
Officials: Sanctions on Russia could be delayed AP
US Consumer Confidence At Highest In 6.5 Years Scotia The Slip ânâ Fail Mutts Things That Make You Go Hmmm... "Truth or Consequences?" Saut Fed doomed to repeat past mistakes? MW Bond Market Has $900 Billion Mom-and-Pop Problem When Rates Rise BL Big Investors Missed Stock Rally Zuckerman Mysterious Buying - US Treasuries & Equities Long & Rubino Bull's Achilles Heal: Weak Consumer Stocks Barronâs Global banks and liquidity risk transmission VOX Climate Policy as Wealth Creation, Part 3 Triple Crisis Embry - RB BNP Nears Massive Settlement Reuters Lance Armstrong Faces $120 Million Fraud Suit BW Energy Sector Goes Wild BeSpoke German Gold Stays in New York in Rebuff to Euro Doubters BW âThe Americans are taking good care of our goldâ Argentina's government hits back at vulture funds after US ruling Guardian âA decision of the US judiciary favourable to 1.6% of the bondholders, who are specialised in litigation, jeopardises a debt restructuring voluntarily accepted by 92.4% of the creditorsâ Japan's Abe fires 'Third Arrow' of reforms Reuters China property price index slips in May AFP Chinese consumers move from cash to credit to buy cars China Daily Don't expect Europe's renminbi progress to be fast Finance Asia Moment of truth for watchdog charged with deflating dangerous bubbles Guardian Dubai Stocks Enter Bear Market, Ending Best Rally Since 2005 BW The Threat of Dams Grows on the Mekong River Asia Sentinel Queen's Quandary:Chancellor Merkel's Power Erodes in Europe Spiegel World Cup euphoria masks Brazil's economic woes MW Exclusive: Iran seeks to resolve HSBC freeze on some trade financing - sources Reuters Bad Debts Continue to Weigh on Vietnamâs Growth WSJ
US Home Sales Rebounding Scotia This Time is Different, Yet with the Same Ending Hussman Sovereign debt the 'ultimate bubble': Wilbur Ross CNBC Italy: When Hope Is a Strategy Mauldin The Next Bear Market: How To Protect Your Assets Ciovacco Can Yellen Float Above Politics? BL Fitch Report: Fedâs Reverse Repos Are Reshaping the Securities-Borrowing Market WSJ The Generational Short Part 2: Who Will Boomers Sell Their Stocks To? Smith Krugman IMM positioning: Carney speech reflected in speculative GBP positioning Danske Student Debt Takes a Toll on Some Home Buyers WSJ 4 stocks Warren Buffett just won't part with USAT Legends Of Investing: Carl Icahn Forbes Finally! Big Investors Declare War on Big Banks Fiscal Times Gold Drops From Two-Month High as Rally Erodes Interest BL Oil prices firm on Iraq tensions AFP Should We Fear China's Push To Sell Nuclear Technology? Forbes Chuck Hull: father of 3D printing who shaped technology Guardian China Manufacturing Gauge Climbs in Sign of Pickup BL JPMorgan Buys Larger Chinese Developers as Bubble Deflates BL China's rich now 4th globally China Daily Chinese Speculators Burned by Bitcoin Turn to IPO Market BL After port fraud, China's vast warehouse sector under scrutiny Reuters Chinaâs Real-Estate Wrongs Project Syndicate Draghi Says Unlimited Cash Through 2016 Is Rate Signal BL Why Europeâs austerity experiment is doomed to fail Smith Interest rates need to go up, says Bank 'doveâ David Miles Telegraph Dubai Stocks Enter Bear Market, Ending Best Rally Since 2005 BL
Kerry lands in Baghdad as insurgency spreads Reuters
The Global Week Ahead Scotia Threats Ahead for The Fed: Taper, Rate Hikes and a Familiar Foe J. Puplava Gold Benefiting from Behind-the-Curve Fed R. Puplava Is Stage Set for Markets to Again Be Smarter Than the Fed? Harding Two-Thirds of U.S. States Still Havenât Recovered the Jobs Lost in the Recession WSJ Stocks are âdangerously overvaluedâ M&A deals suggest Hulbert Global Views Scotia Global Equity BMO Weekly Focus: Dovish Fed despite higher US inflation Danske Strategy: More punch in the bowl Danske Itâs Official: The Boomerang Kids Wonât Leave NYT
New Silver Benchmark Seen Heralding Gold Fix Revamp BL Held Captive by Flawed Credit Reports Morgenson GM Was Told About Safety Defects More Than 11 Years Before The Recall HP American Apparel finds CEO misused funds Reuters
Inflation: Careful What You Wish For BMO Iraq Pressed by U.S. to Quickly Solve Political Crisis BL Putin orders forces in the Urals on combat alert AP
What Happens When the Fed Unwinds Their Balance Sheet? Comstock The old guy behind the curtain Economist Grand Central: Did The Fed Misdiagnose The Expansion, And Kill It? WSJ How this bull market resembles the Nasdaq rally after the dot-com crash TheStreet Bulls Head For the Hills BeSpoke Rich investors worry about stock market CNN More Finance, More Growth? More Finance, More Crises? Triple Crisis After 6 Years of Unprecedented Central Planning, the Economy Is More Fragile... Smith Enough Of These Keynesian Fools! The Fedâs GDP Hockey Stick Goes Limp Again Stockman Housing Falters as Forecasters See U.S. Sales Dropping BL The turning of the worm in the housing market Dr. HB Wells Fargoâs famous bear is turning a new leaf CNBC Fiscal Uncertainty and Economic Activity CATO Exclusive: BofA asks Holder to meet with its CEO - sources Reuters Bill Gross blames media for Pimco troubles CNN Monkeys Are Better Stockpickers Than You'd Think Barronâs Here Comes The Student Loan Forgiveness Forbes Icahn threatens proxy war if Family Dollar is not sold CNBC Gold is trendy, and who wants kiss from the queen? MW China to start direct yuan trade with British pound AFP China Property Collapses as Record $33 Billion in Trusts Payments Are Due BL Forex growth continues in first quarter China Daily Nuclear Regulators âOverwhelmedâ as China Races to Launch World's Most Powerful Reactor B Chinese PM visits investment in major Greek port AP China Builds Artificial Islands in South China Sea BW Be ready for interest rate rises, Bank of England insider warns mortgage payers Guardian
Central Banksâ Finance Tomes Have Ways to Make You Richer BL Musical Chairs at the FOMC Outside The Box Countdown to Another Market Peak Has Begun C. Puplava P/Es Expanding in 2014 BeSpoke Fed Dishes Out Continuity El-Erian The International Consequences of Fed Policy Foreign Affairs Janet Yellen is no more confident than all of us MW Recap: Federal Reserve Decision and Yellen Press Conference WSJ The Fed Scenario That Could Catch Investors Off Guard Ciovacco Pikettyâs New American Dream is only for the Super Rich Farrell Does He Pass the Test? Krugman Currency Probe Widens as U.S. Said to Target Markups BL Global super-rich on the march as personal fortunes swell Guardian Wall Street's latest fad is built on sand Reuters Prosecutors subpoena Congress over insider-trading probe MW GM emails show more unheeded warnings about ignition defects Reuters Commodities Update: Oil price stuck around USD110/bl Danske Argentina says next bond payment 'impossible' Reuters Baker Asian corporate debt to overtake US, Europe Finance Asia Japan Inc. Continues to Hoard Cash Despite Recovery WSJ Draghi Hits Savers To Salvage Faux Recovery Browne New house prices slide in 35 cities in May Shanghai Daily Russia to build gas pipeline to China in August China Daily New NSA Revelations:Inside Snowden's Germany File Spiegel Alternatives to Currency Mnipulation: What Switzerland, Singapore, and HKong Can Do PIIE Putin's aide proposes anti-dollar alliance to force US to end Ukraine's civil war VofRussia Saudis give apparent warning to Iran: don't meddle in Iraq Reuters
Fed Says Economy Rebounding as It Trims Bond Purchases BL Statement Argentina Seeks Talks With Bond Holdouts to Avert Default BL Iraqâs main oil refinery on fire after militant attack MW Janet Yellen Is About to Face Her First Big Test at the Fed NRepublic Outlook on the US Dollar, Currencies & Markets: Look Out Below! Merk This stock trading pro sees bearish parallels to 2007 MW Wages vs. Real Wages Over Time: How the Fed Helped Destroy the Middle Class Mish Liquidity Risk and U.S. Bank Lending at Home and Abroad FRBNY The Big Picture: Global economy re-accelerating Danske One Step Closer: Public Sector Taking Deleveraging Baton from Private Sector Sonders Why standard macro models fail in crises VOX The real insider-trading problem is no one cares MW Bubble Thinking In Real Estate - Again Holmes Social Security closes offices as baby boomers age AP Studies Show Link Between Long-Term Joblessness and Depression WSJ 5 brain flaws that make you a lousy investor USAT Chinese putting wind in sails of Greek recovery AFP Banks still free to securitize credit asset: PBOC CD China May Not Be Historyâs Economic Growth Champ After All, Report Says WSJ Why the euro crisis still isnât over, in 1 chart Wonk Does Mark Carney know something we don't? Elliott BoE 'surprised' markets had not priced in rate rise this year Telegraph Forget fees: IPO sponsor boom risks fraud Finance Asia Abe's Belated Third Arrow Pesek IMF Issues Warning on Argentina Debt Defeat WSJ Putin Talks Peace With Ukraine Leader After Gas Pipe fire BL
If Iraqi oil goes off line, $200 oil is next MW Fed Will Raise Rates Faster Than Investors Bet, Survey Shows BL Why the Fed fears Uber MW Don't fear my book, fear reality: Piketty CNBC IMF Cuts U.S. Growth Outlook, Sees More Scope for Zero Rates BL The U.S. Should Heed the IMF's Advice El-Erian Systemic risk is worse now than in 2008 Hutchinson Forth Turning Accelerating JimQ Central banks shift into shares as low rates hit revenues FT (via Google) âA cluster of central banking investors has become major players on world equity marketsâ Home equity loans and HELOCs are available again Bankrate Bond market update Fidelity Yield Forecast Update: Full impact of ECB easing not yet seen Danske Buffett Warning Unheeded as Catastrophe Bond Sales Climb BL Number of insider trading rogues worse than thought NYT Fed looks at exit fees on bond funds FT JPMorgan Accused Of Predatory Tactics In Minority Neighborhoods HP Wealthy Clintons Use Trusts to Limit Estate Tax They Back BL German investor confidence slips 6th month in row AP Monitor: Euro area deflation monitor Danske House prices in London reach pre-crisis highs Telegraph Will China's housing market hit the iceberg? China Daily Pound hits five-year high against euro and dollar Guardian Renewed Investment Flows Let Emerging Markets Defer Hard Choices WSJ Russia's Gazprom reduces gas to Ukraine after deadline passes Reuters
Iraq Gunmen Attack North of Baghdad as Obama Weighs Plan BL Obama to send 275 troops to Iraq MW
Jihadis Recruitment in Riyadh Revives Biggest Saudi Concern BL U.S. to meet with Iran for help in Iraq MW Iraq, oil markets, and the U.S. economy Econbrowswer Oil Topping $116 Seen Possible as Iraq Conflict Widens BL
Formula for Market Extremes Hussman Bondâs Liquidity Threat Is Revealed in Derivatives Explosion BL The worry is that when investors try to exit their positions, âthere may be some kind of squeezeâ It is time to take some chips off the table El-Erian Five gauges that could signal a stock correction MW Blast From the Past: Could Stocks Melt Up? WSJ The Fed-Induced Demise Of The American Dream (In 1 Simple Chart) ZH Fed faces conflicting signs MW Market Crash?: Why I Would Love One SA Medtronic to buy Covidien for $42.9 billion, rebase in Ireland Reuters A Bazillionaire's Guide to Stress Relief Lewis Income gap widens as US factories shut down AP US surpasses Russia as world's top oil and natural gas producer Guardian Gold Finally Bombed Out Aden Greenpeace loses $5 million in bad currency bet CNBC BOJâs Bond Paralysis Seen Spreading Across Markets BL Draghi Unites Euro Bulls With Bears Watching $1.35 BL Draghi and his fellow policy makers at the ECB are counting on a weaker currency to prevent deflation and help exporters. Into the shadows: risky business, global threat FT (via Google) The first of an FT series investigates Chinaâs precarious shadow banking system China Surpasses U.S. as Largest Corporate Debt Issuer NYT S.&P. estimated that one-quarter to one-third of Chinaâs corporate debt is sourced from the countryâs shadow banking sector, a murky world of nonbank lending that caters to borrowers who would otherwise struggle to secure financing. Why China is blamed for wacky market moves MW China used more cement in the last three years than the United States used in the entire 20th Century via HP China's fine-tuning adds up to stimulus by stealth Reuters China Stock Hedging Costs Plunge to Record Low as Bears Retreat BL China introduces ratings on local govt bonds China Daily At some point there will be a reckoning on house prices Bootle The biggest housing bubble in the world is in...Canada? Wonkblog Emirates Scraps Entire Order for A350 Aircrafts BL Video
Russia to cut gas supply to Ukraine AP Iraq slows rebel advance, regains some territory Reuters Iraq conflict brings defense stocks in focus Reuters
The Global Week Ahead Scotia How the Fed could shock markets this week CNBC The Age of Transformation Mauldin Sound or Unsound? Noland The Mandarins of Monetary Finance - The Consequences of Zero Bound C. Puplava Evidence Continues to Mount That a Short-Term Top Is In Puplava Stealthy, Silent - Sustainable? Schwab GE Rally: An Omen for Stock Market Crash? Zacks Stock-Bull Topping 2 ZEAL Debt is No Salvation Schiff Worry About the Second Quarter, Q1 Is History Harding Analyzing the AAII Sentiment Survey Without Hindsight AAII Global Views Scotia Global Equity BMO Weekly Focus: The Fed takes centre stages - tapering continues Danske Fedspeak Cheatsheet: What Are Fed Policymakers Saying? WSJ
Pension Funds, Dancing a Two-Step With Ratings Firms Morgenson How the China bubble could puncture U.S. banks Fortune 'The Secret Club that Runs the World' FT Gold Finally Bombed Out Aden Chris Powell On LME... Sprott Official: Recapitalizing Fannie Mae, Freddie Mac Would Take 20 Years WSJ How a drug cartel hid millions behind a horse farm CNBC
Japan readies to unshackle huge pension fund AFP A move that could see cash flood global markets FX Forecast Update - June: Negative rates and liquidity tools to weaken the euro Danske The Housing Markeâs Echo Boom BMO Pope Francis Warns The Global Economy Is Near Collapse HP
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