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Friday March 31
Treasuries Post Biggest Quarterly Decline Since June 04 on Rate Concerns BL
Solid quarter goes out on a whimper CBSM
Delphi Seeks to Void Contracts, Close Plants, Fire 8,500 BL GM Swoons
The Slippery Slope Roach  Corporate Profits -- Deceleration Ahead Berner
An Update on Regulatory Issues Susan Schmidt Bies Ferguson
Stock futures gets data-inspired lift CBSM
Personal Spending in U.S. Rises 0.1%; Incomes Increase 0.3% BL
It's "One More and Done" All Over Again Comstock
Fed kills a key inflation gauge Jubak
I'm not generally a believer in Federal Reserve conspiracy theories. But in this instance, the conspiracy theorists make an intriguing point.
The Wages of Neo-Liberism Asia Times
Part 2: The US-China trade imbalance
Biting the Hand that Feeds You Schiff
Stocks Enter Scariest Stretch of a Dangerous Year Currier
Bolten wants Snow replaced at US Treasury-NY Times Reuters
Shocks Seen in New Math for Pensions NYT
FASB issues proposal to change pension accounting Reuters
For some companies, analysts expect that the new requirements could greatly increase a company's recorded liabilities or wipe out shareholder equity
Higher interest rates spark interest again in CDs PPG
Bubble, Bubble, Where’s the Housing Bubble? Brookings  PDF
Long-Term Perspectives on the Current Boom in Home Prices Shiller  Excerpts
Real Estate Brokers Are Racing For Shelter Business Week
LV land prices drop 47 percent in fourth quarter LVRJ
Foreclosure shock: Denver market sees 31.5% increase from 1Q05 Rocky MN
Author discusses ‘coming housing crisis’ LJ World Amazon
Because Real Estate Market Isn't on Easy Street WP
Supply fears drive gold to highest in 25 years Telegraph  Gold aims for $600
Heads Up For Silver Bugos
Hike Interest Rates, Lower the Gold Price? NRO
UBS Flags More Gold, Silver Upside Dow Jones
Uncertainty fuels commodities market CBSM
Industrial Commodity Prices: A Warning Sign Or Not? BCA Research
No End in Sight to Commodities Bull Cycle Resource Investor
Rough journey for 'commodity bloc' CBSM
Many energy trusts could be in trouble if lower natural gas prices persist G&M
Freddie sees lower 2005 income Reuters
Soros Japan Hotel Unit Buys Okinawa Resorts From General Motors BL
GM May Announce Agreement on GMAC Stake Next Week, People Say BL
GM plans to sell holdings in Isuzu Asahi
For Hedge Funds, Life Just Got a Bit More Complicated NYT
Citigroup Accused in Australia of Insider Trading on Toll Bid for Patrick BL
Capitol Hill Tackles Complexity CFO
Executive pity Norris
Apple's lawyers call suit ridiculous AP
IMF paper gives grim assessment of China banks NYT (FT)
Investors Are Ignoring Emerging-Market Risks, Bank Group Says BL
Japan jobless rate falls to seven-year low FT
Japanese Stocks Close Higher; Dollar Up AP
European Executive, Consumer Confidence Increases to Highest in 5-Years BL
Buoyed in a bubble Australian
Yesterday's market record heralded the longest share boom in Australia's history
Booms go bust when you least expect them to Australian
IMF should quit lending: Dodge G&M
Eastern property bubble at risk ThisisMoney
Net profit of PetroChina ranked 5th in the world China News
Abramov, Vekselberg Named in U.S. Suit Moscow Times
Court Freezes Yukos Asset Sales Moscow TImes
China 'pushed diplomat to reveal secrets' Yomiuri
Suicide notes support claim of honey trap

Thursday March 30
UAW: Delphi Will Seek to Cancel Contracts AP
Gold, silver at multi-decade highs CBSM
Canada's Dollar Jumps Most in Two Months as Gold Price Rises BL
Stocks mixed on jump in long-term rates CBSM
Fourth-quarter GDP revised up to 1.7% CBSM BEAJClaims Down
Spot Gold, Silver Hit Multidecade Highs Dow Jones
Observers concerned that history could be repeating itself FT
The squeeze is back on the silver market
Dollar Falls on Speculation U.S. Yield Advantage Will Narrow This Year BL
Treasuries Decline; 10-Year Yields Reach 21-Month High on Inflation Gauge BL
*@?#»! Bond Trading PIMCO (Gross)
and the Tyranny of Indexation
Fifteen In A Row For FOMC, Market Increases Bet On Sweet Sixteen Kasriel
Poor Ben Bernanke Bonner
BOC sees instability unless imbalances tackled Globe & Mail
The world could face a prolonged spell of financial chaos unless more is done to tackle growing current account imbalances...
A rustling in the bushes Mogambo  Willie
Blasé Debtors Snub the Bank PBear
Wall Street warns of protectionism Telegraph
Congress wary of trade deficit with China CS Monitor
US Treasury warns can't pressure China on forex Reuters
China-US trade tensions to remain high despite tariff vote delay AFP
A Froth-Finding Mission HSBC PDF
Detecting US housing bubbles
Housing Bubble Correction Update ITulip
Home sellers face unexpected tax hit WSJ
Economists Predict State Slowdown LA Times
Housing market slowdown forecasted Contra Costa
Canadian Housing less affordable G&M
Copper, Gold, Platinum Reach Records on Fund Buying BL
Gold: There's No Free Lunch Ing
Time to boost gold reserves Bahrain Tribune
Iran concerns push oil prices higher CBSM
Poll: Americans at 'tipping point' about energy Reuters
Commodities boom raises fears FT
Ethanol shortage could up gas prices USAT
GM Downgraded by Moody's After Restatements Prompt Liquidity Concerns BL
GM Seeks to Sell Stake in Isuzu to Mitsubishi Corp., Itochu to Raise Cash BL
Unions brace for Delphi filing on Friday Reuters
Too Many GM Cars Sold Under the Blandmobile Brand BL
Banks' obsession with China may be overblown CNN
Banks in search of riches may find little more than fool's gold in China
At Goldman Sachs, Lunch Is Still Only for Wimps Gilbert
Google to Sell 5.3 Million Shares to Satisfy Demand as Company Joins S&P BL
U.S. Finance Chiefs Top Pay List CFO
NYMEX Traders Threaten To Walk Over IPO Shares NYP
Nasdaq Abandons $4.2B Offer for London Stock Exchange; Shares Slump BL
The foolish plan to sell American toll roads to foreign companies Slate
KPMG to pay undisclosed amount to settle lawsuit Reuters
Hooters Air calls it quits Sun News
Iceland Raises Benchmark Interest Rate to 11.5 Percent to Slow Inflation BL
Nikkei breaks above 17,000; Asia rises CBSM
Japan's Industrial Production Unexpectedly Declines; Growth Set to Resume BL
US targets Chinese piracy of US goods CS Monitor
Honda, Heinz Fight India Bottlenecks With Generators, Rickshaws BL
The Cost of Invading Iraq: Imponderables Meet Uncertainties NYT
Beleaguered Premier Warns U.S. to Stop Interfering in Iraq's Politics NYT

Wednesday March 29
Bond Brief: Yields Hit Multiyear Highs TheStreet
Fed has Wall Street in waiting game DiMartino  Will the Fed go too far? CNN
Silver Prices Exceed $11 an Ounce for First Time Since 1983; Gold Climbs BL
Bernanke's Yield Curve Confusions Mises
What Is Tight Money? Makin
Fed Likely to Pause After Another Rate Increase Berry
Understanding Fed Statement Is Like Child's Play Baum
Bernanke Adopts Greenspan's Language on Interest Rates, Surprising Markets B
“Big Ben" Bernanke spoke - and the markets quaked NYP
FX Trading – Beware: Stream of consciousness today Black Swan PDF
Is our low savings rate a good thing? Hulbert
One Chinese currency bill delayed, another introduced USAT
A Market Slowdown Still Looms To
Problems With Price Indices Saville
Mortgage Applications Rise for First Time in 3 Weeks Reuters
Banks have put huge bets on housing DiMartino
Expert says development boom can't last MySA
Rentals Boom Amid Housing Gloom NY Sun
Risk of crash as lenders turn to speculative loans Times Online
Bloom or bust? Telegraph
Riches elusive in China property gold rush Reuters
Foreclosure Fraud Finds a Home LA Times
Gold down after Fed move, weak Tokyo futures weigh Reuters
Gold falls in continued response to Fed CBSM
Barclays Tempers Gold Enthusiasm Caused By Chinese Interview AIR
Ben Bernanke And The "Barbarous Relic" Post Chronicle
Riding High on a Tide of Oil NYT
G.A.O. Sees Loss in Oil Royalties of at Least $20 Billion NYT
Methanol: The New Hydrogen Technology Review
The Peak Oil Meme Has Been Let Loose PRWeb
Shipping Experts See Heavy Cargo Season AP
King warns of risk to inflation from surging gas prices Independent
Water bills reach 17-year high ThisisMoney
Uranium bubble looks like trouble Australian
GM warns that crises put borrowing power at risk FT
GM, GMAC Bonds, Shares Fall in Europe on SEC Filing BL
Carmakers craft big, creative buyout offers to shed workers USAT
Delphi Labor Proposal Rejected by United Auto Workers BL
GLG hedge fund manager leaves Times Online
Manager who ran a flagship credit fund was battered by the downgrades of Ford and General Motors debt last May
Lear to borrow $800M, suspend dividend AP
The Hedge Fund Report: Crowd Gets Bigger at Lexar TheStreet
Derivatives Woes for AIG Unit CFO
Lay, Skilling Face Conviction as Prosecution Ends, Defense Begins April 3 BL
New report claims overcharges by Halliburton Houston Chronicle
SEC targets investment scams aimed at seniors USAT
Sotheby's Bets on a Windfall for Today's Chinese Art NYT
Corpse Thieves Thrive as `Body Brokers'; $900 for Severed Head Gilbert
Wall Street's attention falters if you're not worth $2.5 mln CBSM
Book Review: The Disposable American TheStreet  Amazon
Asian Exporters Up on Stronger $; Nikkei at 5-Year HighMonthly FX Outlook
Japan Bonds Fall, Driving 10-Year Yields to Highest Since 2004 BL
Japan – U.S. Balance Sheet Comparison BCA Research
Hybrid debt gets fresh look in Japan issue boom Reuters
Suddenly, It's Not Easy Being Rich in Asia Pesek
Chinese foreign reserves to exceed $1 trillion Times Online
US should rethink its trade policy: Bo Xilai China Daily
Sensex touches all-time high of 11,157.75 points New Kerla
Reserve warns of market risks SMH
Taiwan's increasingly dangerous credit-card problem Finance Asia
State pension failing elderly ThisisLondon
China Aviation, Rebuilt After $550 Mln Scandal, Resumes Trade BL
Dubai's airline won't retaliate over loss of port deal in U.S. IHT (NYT)
Iran's plan to weaken the dollar will fail CS Monitor
Olmert Claims Victory in Israeli Election AP
World Treated to Rare Total Eclipse of Sun AP

Tuesday March 28
GM to restate GMAC financial results; shares halted CBSM
Treasuries Drop as Traders See Rising Chance of 5.25 Percent Fed Target BL
Stocks Fall the Most in 3 Weeks BL $ Rallies
FOMC hikes rates by quarter point to 4.75%, keeps wording FED
Philip Morris, Reynolds Win Arbiter's Tobacco Ruling BL
States have become dependent on the money and have used it for health-care programs, antismoking campaigns and to balance their budgets.
Consumer Confidence Rises to 107.2, Highest in Almost Four Years BL CB
The "danger years" for homeowners CNN
Bernanke's debut draws many eyes Knight Ridder
Bernanke to keep cards close his vest CBSM
The markets are vulnerable to any hawkish surprises BW
Don't Fight the Inverted Yield Curve SirChartsAlot
Why The Fed Might Want To Take A Breather After Today’s Hike Kasriel  PDF
Bernanke's Push for Inflation Goal, Lacking Fed Consensus, May Take Years BL
U.S., China Stage an Economic Balancing Act WSJ
US bill may prompt tough action on renminbi FT
US Treasury-can't say when currency report coming Reuters
US needs to get its own economic house in order China Daily
China c.bank says yuan role to gradually weaken Reuters
Economic prognosticator sees 'minefield of risks' ahead USAT
U.S. economy to slow in second quarter Kellner
Vital Signs: Are Consumers Less Confident? Business Week
Is six years the long term? Hulbert
Friday was the sixth anniversary of the top of the overall stock market
Wages Fail to Keep Pace With Productivity Increases... WSJ
Historical Per-Person Share of the National Debt LR
US debt clock running out of time, space AFP
The New Rules Of Real Estate WSJ
'Perfect storm' brewing in home defaults LV Business Press
Bankers, lenders remain bullish, but rate hikes may collapse house of cards
Japan's own baby boom generation is in the market for second homes StarB
EU: Housing bubble may hurt euro-zone AP
London prices blow housing bubble bigger Platinax
The beginning of the end for Spain's real estate bubble? ElPais
Gold, silver flat ahead of Fed decision CBSM
Moguls Are Sitting On Piles of $ilver NYP
As silver soared yesterday to new highs, some investors wondered whether Bill Gates and Warren Buffett - America's two richest men - could face a silver-bullet fate like that of the Hunt brothers.
Big rally in silver McCall
A 55% jump in past year is biggest rise since Hunt brothers' hoarding in 1979
Spot Silver May Fall, ETF Shares Unlikely Absorbed-SocGen Dow Jones
Australia gold stocks jump after price breaks A$800/oz Reuters
Largest gold deposit in China discovered People’s Daily
China's thirst for energy TheAge
Gas prices rising out of sight again SF Chronicle
Why Don't Banks Fail Anymore? Gross
GM Sees More Market Share Losses TheStreet
GM to Lay Off Several Hundred Employees AP
Credit investors ponder GM-sized hole in universe Reuters
Delphi Offers Workers $50,000 Bonuses in Exchange for Pay Cut, GM's Help BL
CoCo Bonds Revived by Merrill, Citigroup After FASB Crackdown BL
Google Joins the Lobbying Herd NYT
Steve Ballmer, CEO of Microsoft is ready to take the offensive. Fortune
Summers Wants IMF to Run $500 Bln Hedge Fund BL
Arrest warrant issued for Refco's Bennett AP
Lay Faces a Second Trial, Alone WP
Former KPMG Partner Takes Tax Plea CFO
Raytheon Ex-Exec to Settle with SEC CFO
Hedge fund star to fight FSA fine Telegraph
Zurich Financial to Pay $153M to Settle Probes With 3-States BL
No End to Finite-risk Troubles CFO
Three Signs Of A Poker Bubble Fool.uk
China's foreign reserves world's biggest, Japan topped: paper Kyodo
EU may take China to WTO over car parts FT
Euro Gains; German Business Confidence Unexpectedly Increases BL Households on 'money knife-edge' BBC
Gov't faces dilemma over whether to declare end of deflation Kyodo
Study reveals financial crisis of the 18-40s   Guardian
France hit by wave of strikes over labour law FT
Brazil Currency, Bonds May Fall as Finance Minister Changed on Corruption BL
Brazil finmin: no new currency, inflation policy Reuters
Oil sands shift economic power in Canada IHT (NYT)
Citigroup Said Bidding for Turkish Bank AP
UAE women play the market Middle East Times
Yukos Bankruptcy Case to Kick Off Moscow Times
Jailed HIH high-flyer shamed by bankruptcy TheAge
Delays turn to stalemate over Iran's nuclear ambitions CS Monitor
Israeli voters deciding future of West Bank occupation AP

Monday March 27
Stocks set to tread water in early trade CBSM
The Big Chair Hussman
Systemic Risk is on the Bubble DiMartino (Free R)
The Coming Rebalancing of the Chinese Economy Roach
Bernanke's Rehearsal Is Over TheStreet
Get Ready for No. 15 in a Series at the Fed NYT
Duff hand means a tough call for Bernanke Guardian
Fed's Rate to Exceed 10-Y Yields, May Herald Slowdown BL
Bond dealers point out that the central bank lifted its target above the 10-year note's yield six times since 1971. A recession followed five of the occurrences.
Globalization May Aid Bernanke as Productivity Did Greenspan B
Be careful what you wish for, it may come true Black Swan PDF
Is there a risk that North American central banks will over-tighten? NBF  PDF
The Perils of Economic Ignorance Paul
Keynesian nostrums still plague the US economy Brookesnews
The Evidence Points To a Major Top at Hand Cross Currents PDF
Yes, Stocks Are Up, but Don't Go Crazy WSJ
Stocks May Post Biggest First-Quarter Gain in Seven Years BL
Maybe market pause doesn't matter Brimelow
Holding cash is not such a bad idea! Faber
Yield on 5-year CDs highest since 2002 AP
Savings bonds not flashy, just safe AP
Baby boomers eye nest eggs Arizona Republic
Whalers Get Better Tax Breaks Than College Payers BL
More lenders now offer 40-year mortgages AP
Are we finally seeing a housing bubble burst? Mecury News
House prices plummet Mail Tribune
FTC to Mortgage Insurers: Alert homebuyers of Credit File Problems Realty T
Aussies see feeding frenzy in U.S. real estate LA Times
Fun now means hassle later ThisisMoney
Nationwide warns that house prices have hit 'turning point' Observer
Beijing house prices up 17.3% China Daily
Silver hits new 22-year peak, gold extends gains Reuters
Hard To Be Bearish On Gold AIR
China should tap FX reserves to buy gold - banker Reuters
Commodity bourse to begin silver futures trading today Gulf News
Reg Howe's BIS Gold Shocker - and what it means to You SH
Oil prices remain above $64 per barrel AP
China raises retail oil prices China Daily
Gas Prices Jump Nearly 15 Cents Per Gallon AP
Prices soaring at the pump yet again Naples News
Copper Rises to a Record in London After Inventory Declines BL
The oil in your oatmeal SF Chronicle
An offer some startups can't refuse WSJ
Venture capitalists are offering 'pre-emptive financing' in deals harkening back to boom years.
Morgan Stanley's Falling Merger Fees Ranking Isn't a Trend, Mack Says BL
Wal-Mart takes its China lessons to India Reuters
More bankruptcies expected among US auto suppliers: analysts AFP
Vague Law and Hard Lobbying Add Up to Billions for Big Oil NYT
Google may find the S&P effect to be temporary FT
Windows Is So Slow, but Why? NYT
Enron Workers Confront Lay, Skilling at Trial on Betrayal, Loss BL
Biovail witnesses point finger at hedge fund Globe & Mail
IKEA billionaire founder proud to be frugal at 80 Reuters
Yen surges as Japanese investors bring money home Reuters
Japan's business confidence dips BBC
French Business Confidence Index Fell in March From Highest in 16 Months BL
China's growth 'to slow slightly' BBC
Bickering delays Asian currency unit launch FT
Australian Market high on merger mania AAP
Difficult outlook for Arab stock markets AME
Clouds form over India and Turkey IHT (BL)
From their recent lows in 2003, Indian stocks have risen 280 percent, while Turkish equities rallied an eye-popping 536 percent. The emerging markets index is up 187 percent in the same period.
Turkish govt seeks to calm markets amid turmoil over central bank chief GulfT
Hungary May Pay Highest Yield in 10 Months on Deficit Concerns BL
Canadian Pension plans in a pickle: Reports CP
Trade suffers a bumpy ride to a level playing field King
Bolivia’s Challenges CEPR PDF
Fujichiku chairman gets 8 yrs for cheating beef subsidies Kyodo
Ex-Kanebo execs get suspended terms for window dressing Kyodo
SBU Chief Denies Probe of Gas Trader Moscow Times
Venezuela hits BP with tax bill BBC
Australian hedge fund millionaire made £2.5m secret loan to Tories Telegraph
Ireland takes hedge fund action FT
Why Iran oil cutoff could be suicidal CS Monitor
Wave of Violence Kills at Least 81 Iraqis AP
The climate is crashing, and global warming is to blame TIME

Let the Good Times Roll? Business Week
We all share a sense, from the factory floor to executive suites, that something new is going on in the global economy. And that something new is optimism. For the first time in history, almost everyone in the world economy has a chance for a better life -- or at least their children do. Let the long boom begin.
Buying a home can make you rich? USAT

Weekend Edition (March 25-26)
The Week Ahead: Bernanke's Poker Face CIBC PDF  National Bubble Week
Another Chorus From the Fed. Then What? NYT
Economic uncertainties may not end with Fed's rate decision AP
The Flow of Finance Noland 
The Bottomless Well Mauldin
Double Jeopardy Revisited Chapman
Bulls Shouldn’t Count Their Chickens Just Yet NYP
Personal bankruptcies soar to all-time high CNN  US Courts
Deficits that are here to stay IHT (NYT)
Robert Shiller, the Prophet of House Prices ABC News
Professor Predicted Dot-Com Bust; Sees Another on the Horizon
S&P plans to launch home-price indexes MarketWatch
Luxury condos sitting for sale Boston Herald
USC Teacher Charged in Real Estate Investment Scam LAT (R)
China's gold reserves double in value Times Online
China has put Gordon Brown’s investment philosophy to shame...
Tactical Oil-Stock Trends Zeal
On the Ethanol Bandwagon, Big Names and Big Risks NYT
More Downgrades Coming CFO
Global corporate credit quality is starting to show signs of cracking
S.E.C. Overturns Investment Banker's Lifetime Ban From the Industry NYT
"Even though I thought our case was right, it is pretty unusual for the S.E.C. to overturn the NASD."
More companies withhold financial targets -- at their peril CBSM
Buyouts reflect high price of Detroit's welfare mentality Det News
Delphi creditors committee demands GM documents Reuters
Sea Containers to Restate, Delay Filing CFO
Merck Scientist Testifies She Felt `Sick' After Seeing Vioxx Study Results BL
Google Finance: A Portal Play? NYT
True or False: A Hedge Fund Plotted to Hurt a Drug Maker? NYT
Hedge Fiend Had Lavish Lifestyle NYP
US-China trade war looms Observer
US senators say yuan move in China's interests Reuters
Japanese, China finance ministers meet in Beijing AFP
Rising land prices Asahi  Interest rate worry hits real estate Asahi
Icelandic banks refused extensions on loans Times Online
Unbalanced and in debt Toronto Sun
Venezuela slaps British oil giant BP with back-tax bill AFP
Saddam planned to deploy 'camels of mass destruction' Telegraph

Friday March 24
Tim Hortons IPO jumps more than 30% CBSM
Treasuries Rise on Speculation Weaker Housing Market Will Damp Growth BL
U.S. Feb. new home sales down 10.5% to 1.08 mln units PDF File
Stocks set for a mixed open CBSM
U.S. Durables Orders Rise; Excluding Transport, Bookings Unexpectedly Fall BL
Factory figures are losing relevance DiMartino
What Really Happens When the Fed Stops Tightening Comstock
From Beijing to Dubai Roach
Good news: Bond timers are bearish Hulbert
Don't be confused by 'talking heads' Jaffe
US living on borrowed time - and money Asia Times
Investors can take 'bubble' bath Arizona Business Gazette
If it's 'too good to be true,' overpriced deal probably is
No mercy now, no bail-out later Telegraph
Those who expected Mr Bernanke to prove an "easy money" bet may be in for a shock.  
All eyes on the new guy CNN
Bernanke, Avoiding Ambiguity, Delivers on Vow... BL
Bernanke ponders his course Economist
Fed Obsession Set to Climax TheStreet
Analysts hoping for end to tight-money policy KR
Dollar investors alert to Fed statement surprise Reuters
Still Anticipating a Cyclical Downturn in the Dollar Jen
Are Structural Drags Holding Down Real Yields? Berner
New Economic Miracle! Painless Credit-Tightening Currier
US pension bill allows big cut in contributions FT PDF File
Pension agency head departs as Congress nears bill Reuters
Tell Congress to Leave the Muni Bond Market Alone BL
Loans to minorities rise, but at a price CS Monitor
Mortgage frenzy is easing, group told JS Online
The Gulf Coast, After the Deluge Business Week
Gulf coast property losses seen soaring Reuters
Silver at 22-year highs on fund buying, gold lags Reuters
What about gold here? Russell  Maund
Gold is Not another Currency Schiff
Indulge Your Inner Gold Bug Forbes
S&P Downgrades Stillwater Mining Mineweb
Post-Peak - The Change Starts with Us Energy Bulletin
FMC plans mutual funds in commodity markets Sify
More companies go for stock buybacks USAT
In the fourth quarter alone, companies bought $104 billion of stock, blowing away the old record of $82 billion
GM Plans to Fire Hundreds of Salaried Workers Through April, People Say BL
GM buyouts: Cash now, lose benefits later LSJ
Alcatel, Lucent Plan Merger to Create Company With $25 Billion of Sales BL