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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 BEA ~ JClaims 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 High B Monthly 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
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