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
”We’re 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The Fed's New GDP Forecast Is Already Badly Out of Date Comstock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 Washington’s 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 isn’t 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 China’s 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 “Draghi put” 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 Won’t Last With Yellen’s 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 Dubai’s 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 ‘n’ 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 Barron’s
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
“The Americans are taking good care of our gold”
Argentina's government hits back at vulture funds after US ruling Guardian
“A 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 creditors”
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 Vietnam’s 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: Fed’s 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
China’s Real-Estate Wrongs Project Syndicate
Draghi Says Unlimited Cash Through 2016 Is Rate Signal BL
Why Europe’s austerity experiment is doomed to fail Smith
Interest rates need to go up, says Bank 'dove’ 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 Haven’t Recovered the Jobs Lost in the Recession WSJ
Stocks are “dangerously overvalued” 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
It’s Official: The Boomerang Kids Won’t 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 Fed’s 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 Fargo’s 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 Barron’s
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 “Overwhelmed” 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 Banks’ 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
Piketty’s 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
Iraq’s 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 History’s Economic Growth Champ After All, Report Says WSJ
Why the euro crisis still isn’t 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)
“A cluster of central banking investors has become major players on world equity markets”
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
Bond’s Liquidity Threat Is Revealed in Derivatives Explosion BL
The worry is that when investors try to exit their positions, “there may be some kind of squeeze”
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
BOJ’s 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 China’s precarious shadow banking system
China Surpasses U.S. as Largest Corporate Debt Issuer NYT
S.&P. estimated that one-quarter to one-third of China’s corporate debt is sourced from the country’s 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 Marke’s Echo Boom BMO
Pope Francis Warns The Global Economy Is Near Collapse HP

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