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CBO: Obama understates deficits by $2.3 trillion AP CBO Fed Says Some Banks Can Resume Dividends After Stress Tests BL FED "We are bankrupt": U.S. needs to "start from scratch" on healthcare, says Kotlikoff TTicker Libya Declares Immediate Ceasefire After UN No-Fly Resolution BL G-7 Sells Yen in First Joint Intervention in More Than Decade BL Statement Bernanke, Trichet First Among G-7 Bankers Saying Would Help In Yen Intervention DJ Backroom Talks, Secret Protocol Mark G7 Intervention CNBC WSJ: The U.S. bought and sold the dollar in the foreign exchange markets on eight days in 1995, but has done so only twice since August 1995.. What Will Be Sold To Pay For Japanese Reconstruction? Bianco Aftershocks from Japan Roach Japan’s Meltdown and the Global Economy’s Norris Sometimes there is no bright side Saft America, poised for a hyperinflationary event? …the Roadmap Pollaro The World's Next Great Bust: China and Commodities TheAtlantic Higher rates will derail deficit cuts: Fed critics MW Grant: “These are the good old days with respect to interest costs” A Monetary Policy that Encourages Malinvestment Mogambo S&P 500 Decline Will End at 1,232 This Month, Birinyi Says BL How now, Dow? Hulbert Individual Investor Sentiment Drops Again BeSpoke Breaking News: Most Economists, Journalists, Are Muppets Price The Forgotten Millions Krugman EB - Panzner - Macromon Debt ceiling: Danger ahead CNN Just Imagine Big Tokyo Quake, 23 Years Later Lewis
Goldman Cuts 5% of Trading Desk, More Layoffs Likely Reuters FDIC sues former WaMu execs, Killinger lawyer strikes back Housing Wire Gold Bullion "the Only Choice" as Japan's Nuclear Panic Spreads Ash Prospectors are returning to the site of one of the world's great rushes, California. Portfolio Obama Says He’s Ordered Review of U.S. Nuclear Plant Safety BL Soaring food prices send millions into poverty, hunger USAT
Research - Global implications of the Japanese earthquake Danske Mrs Watanabe, not repatriation, driving yen volatility Finance Asia Wealthy Japan has means to recover: IMF AFP U.N. okays military action on Libya Reuters Home prices in China continues to rise in February Shanghai Daily 'Chernobyl Solution' May Be Last Resort for Japan Reuters Gotta Watch: Life after Chernobyl CNN Japan, the Persian Gulf and Energy Startfor
Gold futures settle above $1,400 an ounce MW Silver Trouncing Gold Signals Setback: Chart of the Day BL GM to shut plant amid shortage of Japanese parts CNN Breakout preview: Jim Rogers may buy U.S. dollar as It nears 'tipping point' TTicker Portugal risks political chaos amid austerity feud AP Letters retreating - but not all routed Brimelow Almost Half of U.S., Including New Jersey, Faces Flood Risk BL Index of Leading Economic Indicators in the U.S. Rises 0.8% BL CB Consumer Comfort in U.S. Drops to Lowest Level Since August BL Philadelphia-Area Manufacturing Expands by Most Since 1984 BL Consumer Prices in U.S. Rose 0.5% in February; Core Up 0.2% BL BLS Initial Jobless Claims in U.S. Fell 16,000 Last Week to 385,000 BL Ten stocks to look at in the panic MW Is the Middle East, Euro, and Japanese Crisis Spreading into a Global Contagion? Puplava U.S. bonds face repatriation hurdle G&M During the 1995 Kobe earthquake, the Japanese repatriated $30-billion worth of U.S. government bonds, equivalent to about 13 per cent of its Treasury holdings at the time. Global Economic Impact of the Japanese Earthquake, Tsunami, and Nuclear Disaster GInsight Japan Disaster Looms Over Global Economy El-Erian The Anemic Recovery Continues Zuckerman Who can blame consumers for holding back when 50 million Americans depend on taxpayer-supported programs? The modern-day soup line is a check in the mail. Have We Underestimated the Likelihood and Severity of Zero Lower Bound Events? FRBSF Aftershocks will continue Salmon Hutchinson - Martenson - Pesek - Roach - BeSpoke Bernanke in Testimony Can Show Paul How QE2 Works BL Rortybomb - MyBudget
Is a new tech bubble starting to grow? USAT There may not be sock puppets and Super Bowl commercials, as in the last Internet boom, but signs throughout Silicon Valley are starting to show eerie similarities to the dot-com bust. Derivatives users slow to learn crisis lessons Finance Asia I Have Come to Praise High Gasoline Prices... Stelzer Elizabeth Warren toe-to-toe with House GOP CNN
Embry: Mining shares manipulated too King World Silver: Buy Hold Or Sell? Zihlmann Gold Losing its Safe-Haven Status? CNBC Fiat Money, Fiat Inflation Weekly Standard The Goods: Commodities Jolted by Disaster in Japan BMO Cheap food may be a thing of the past in U.S. LAT US nuclear plants located near geologic faults AP FreeWeek! Get FREE access to EWI’s most popular commodity forecasting service EW
AP: The latest offer of central bank funding didn't prevent stocks from losing ground again. Just 48 hours to avoid 'another Chernobyl' Telegraph Japan Churns Through ‘Heroic’ Workers... BL Tokyo blames yen spike on speculators Reuters Rising yen adds to Japan’s woes G&M Speculators bet that overseas investments will be cashed in to pay for recovery Bonds Rise as Yen Reaches Post-War High... BL Passing its post-World War II peak of 79.75 Staving off a fiscal crisis in Japan Fortune Credit ratings agencies play a significant role in whether or not a company -- or a country -- falls into fiscal catastrophe. For now, they're all leaving Japan alone Rating agencies respond cautiously to Japan's disasters FA Japan crisis spells doom for giant tech companies BDaily Prices of vehicles from Japan likely to climb LAT HK Families Empty Shelves of Japanese Milk After Quake B Japan crisis a threat to companies' supply routes AP Japan disaster hits electronics pricing MW Banking rules are not strong enough, warns FSA's chairman Independent Chart of the Day: Is This the Chinese Housing Bubble? Atlantic Willingness to spend declines to 12-year low Shanghai Daily Emerging Markets Briefer - March 2011 Danske Leaders dither as Gaddafi hails final showdown Reuters U.S. mulls air strikes as battle for Benghazi looms Reuters
US nuclear agency chief says no water in spent fuel pool at Japan plant; Japan denies it AP Alvarez: “This is a situation where people may be called in to sacrifice their lives. ... It's very difficult for me to contemplate that but it's, it may have reached that point.” UN Calls Emergency Meeting as Japan Nuclear Crisis Deepens BL U.S. Stocks Drop, Erasing S&P 500’s 2011 Gain; Bond, Yen Rise BL Foreign Bankers Flee Tokyo as Nuclear Crisis Worsens Reuters China Syndrome Hits Japan Rubin Fed’s Parkinson Says 30% of Banks’ Ratings Unsatisfactory BL U.S. Producer Prices Rise More than Forecast, Led by Food, Oil BL PPI Current account deficit falls in fourth quarter AP BEA U.S. Housing Starts Fell in February to Lowest Since April 2009 BL US Mortgage Applications Fell Last Week: MBA Reuters Aministration Pushing For Banks To Modify Millions Of Mortgages HP Twin threats of Japan and Gulf stalk global recovery Pritchard Earthquakes Don't Add Up to Wealth of Nations Baum A nation isn’t richer when it has to allocate scarce resources to rebuilding. Just think how the money could have been used, in ways only entrepreneurs can envision, rather than rebuild what was destroyed. Japan: A seismic shock hits Wall Street Harrison Undone by our assumptions Saft Heavy Duty James Grant In 1930, Willis Hawley predicted that his tariff bill would bring 'a renewed era of prosperity.' Alan Greenspan: Stimulus hurt recovery CNN Black Swan Earthquake Catches Geithner Naked Pesek Smith - Duy - Kedrosky - EPJ US Dollar, FOMC, and the Japan Crisis: The Dog That Didn't Bark Jesse Yield Forecast Update - More central banks to join the tightening cycle - FX Forecast Update Why worry about real exchange rates? The missing link between Dutch disease/growth VOX
Sell first — and then ask questions Hulbert Commentary: No apparent fundamental reason for gold’s drop Wall Street Conspirators Driving Spike in Silver FOX Video Oil Rises as Bahrain Violence Stokes Middle East Supply Concern BL In search of stocks that Buffett would like G&M Consumers scramble for anti-radioactivity drugs G&M NBC: “The pills are hard to get. eBay prices have skyrocketed” Radiation exposure: Why US is confident West Coast isn't in danger CSM Half of U.S. nuclear reactors over 30 years old CNN RBC may become ensnarled in Libor-setting probe G&M
Moody's downgrades Portugal debt rating Telegraph German Politicians Have Failed to Fix State-Owned Banks Spiegel After the Quake, Japan's Debt Crisis to Come HP Japan has avoided this deficit financing end-game, because the nation has been able to finance 95% of its debt at home... Nikkei 225 rebounds nearly 6% MW Japan abandons stricken nuke plant over radiation AP Fire at nuclear reactor heightens radiation threat R Another fire broke out on Wednesday at an earthquake-crippled Japanese nuclear plant Japan crisis: thousands flee danger zone as fears spread T For Some Japanese Nuclear Crisis Scarier Than Quake or Tsunami ABC Tepco Value Falls $18B as Utility Faces Atomic Crisis B Is a Japanese Banking Crisis Next? CNBC Japan faces five-year road to reconstruction Reuters Yen Rises as 'Carry Trades' Taken Off WSJ The Macroeconomic Aftermath of the Earthquake/Tsunami in Japan EB Buffett Tells CNBC He Won't Go to Japan Next Week for Plant Opening CNBC India's Catastrophic Nuclear Plans Asahi China's FDI inflows jump 27% China Daily Brazil, commodity prices & fiscal policy – Time to upgrade the fiscal policy targets DBR Iceland maintains key rate for first time in 18 months AFP Bahrain: Banks close offices and stock market shuts BBC
U.S. Stocks Pare Drop After Tokyo Plunge; Oil Falls, Bonds Gain BL GE, other nuclear players slump MW Fed Sees Economy on `Firmer Footing'; Affirms Bond Purchases BL Statement Japan boosts holdings of US debt in January AP Treasury But the second-largest holder of U.S. Treasury bonds will likely scale back its purchases of foreign holdings, and even sell off some, in coming months... U.S. Government: Evermore Reliant on Foreign Investors Merk Worker Confidence on Retirement at 20-Year Low, EBRI Says BL ETF Moves Illustrate Panic MW German nuclear plants shut down BBC GE-designed reactors in Fukushima have 23 sisters in U.S. MSNBC Quarterly Review March 2011 - International banking and financial market developments BIS Loonie loses more than 2 cents on Japan crisis CP Manufacturing in New York Area Grew at Faster Pace in March BL Import Prices in U.S. Increased 1.4% in February on Oil, Food BL Stock dive puts Bernanke on the spot Barr If Market Keeps Falling, Fed Will Keep Printing: 'Dr. Doom' CNBC Go Opposite to Hysteria Saut Sonders Currency Wars: RIP Shadow Banking System, Long Live QEx! G. Long Can we return to “Hovis banking”? Bear’s Lair Investing in an Uncertain World Wells Fargo The retreat of the bulls Hulbert Commentary: The bulls have pulled back even more the last 2 days Fed's Next Steps Divide Economists as Asset Purchases Slow BL Game Changer Crestmont Shales - Warner - Pento - Mish - Panzner - Roubini Japan’s Lesson to U.S.: Get Your Fiscal House in Order WSJ Bailouts or Bankruptcy: Are States Too Big to Fail? AEI IMM positioning: EUR positions unchanged after hawkish ECB meeting Danske
Derivatives, as Accused by Buffett Sorkin CTAs: ‘true diversifiers’ with returns to boot FT (Complete via Google jump) “They are a true diversifier that over time produce an attractive risk-adjusted return” Slower U.S. Expansion Signaled by Wal-Mart Share Slide as Fuel Costs Climb BL Think for a Second Before You Buy Those Shares Lynn From trading in milliseconds, to microseconds, to nanoseconds, speeds are getting faster all the time. New York Supreme Court upholds MERS ability to foreclose Housing Wire
Comex Gold Sharply Lower as Markets Spooked, Investors Liquidating Assets for Cash Kitco Debunking the Gold Bubble Myth Sprott Commodities Tumble, Led By Oil, as Japan Quake Threatens Demand BL Gallup: Oil drilling gains favor with Americans USAT White House Reaffirms Commitment To Nuclear Energy Reuters Crisis casts doubt on nuke industry P.R. campaign Salon
Bank of Japan injects $98-billion more into system AP The Nikkei slid as much as 14% after Kan warned residents to stay inside or risk getting radiation sickness. Japan: New radiation leaks harmful to health AP Radioactive Winds Blowing Towards Tokyo Reuters Reactor Cooling Pools May Pose Greater Danger NYT The atomic crisis in Japan–background information and news sources Japan Appeals for Aid in Fight to Prevent Nuclear Meltdown BL Real Radiation Outweighs Toxic Japanese Debt Pesek What will be the impact of the Tohoku earthquake? Oxford Economics Worse than Kobe, in more ways than one Finance Asia Japan Confronts "Worst Disaster Since Second World War" GInsight Cost of Japan disaster expected to be at least $180-billion Reuters Insurance companies fear world's costliest ever disaster Inde Japan Default Risk BeSpoke Hedge Funds Had Bets Against Japan Japan Will Recover El-Erian China's lending and M2 slow Shanghai Daily Jean-Claude Trichet's Lonely Fight to Save the Euro Spiegel Cuba devalues the peso to spur economy USAT Gadhafi forces take rebel-held town CNN Bahrain Declares State of Emergency CNBC
-10.55% Worst 2-Day Rout Since '87
Shiller: Will Quake and Tsunami Ruin Recovery? CNBC Risk of 10% Stock Slide Tripled in a Month, Goldman Sachs Says BL Natural Gas Surges as Japan’s Earthquake Halts Nuclear Power BL Nuclear Winter? - Uranium Shares Fall - Uranium Participation Corp - GE - CP Anatomy of a Bubble Hussman The Seven Immutable Laws of Investing Montier Contrarian’s trouble with new bubble MW “The absence of attractively priced assets with good margins of safety should lead investors to raise cash.” An Uneven Global Recovery - Lingering Effects of the Credit Crisis Hester Mad as hell and Icahn take it any more Price The Gathering Storm JimQ Adens, Schultz, Batten Down Hatches Brimelow Roubini Earthquake Gloom Meets `Shock Doctrine' Pesek Another Inside Job Krugman Carden - Surowiecki - Panzner - Smith - Keen - INET - Mauldin Nenner Joins Marc Faber and Gerald Celente in Predicting Major War Global Research A good looking economy is not always a good economy Jackson Barack Obama Is the New Jimmy Carter: Niall Ferguson CNBC The Pentagon’s Biggest Boondoggles NYT
Berkshire Hathaway to buy Lubrizol MW Deal valued at $9.7 billion, including $700 million in net debt Profit Margins at 18-Year High Signal Bigger S&P 500 Dividends BL Number of the Week: Companies’ Cash Hoard Grows WSJ Figure in Insider Case Sought to Quit Goldman DealBook Leak: Anonymous, WikiLeaks Sympathizer, Plans Monday Release - bankofamericasuck.com Inside The Deal That Made Bill Gates $350,000,000 Fortune Pot-growing suppliers planning IPOs BL Brady, Manning, Brees Take Super Bowl Leadership Into Court Against NFL BL The global food crunch Samuelson Milk Sliding 14% as Cows Boost Output, Cheese Jumps to 1984 High BL Coeur D'Alene Looks to Ride Silver Prices TheStreet Soaring commodity prices at mercy of demand - from speculators G&M “I’ve only been doing this 30 years...But one of the things I learned a long time ago is that speculating in futures is God’s way of telling you you’ve got too much money.” Gas prices put brake on spring break for many USAT
China Edges Past US as World's Top Manufacturer FT Returning the country to the position it occupied in the early 19th century and ending the U.S.’s 110-year run as the largest goods producer. Japanese shares plunge after quake MW 11 hurt in latest nuclear plant blast AP How Black Is the Japanese Nuclear Swan? Oil Drum Radioactive Releases Could Last Months, Experts Say NYT Japan Adds $183B to Economy, Doubles Asset Purchases B Japan’s megabank-bond tremors FT Alphaville Japan's earthquake could be most expensive ever CNN Japan quake impact seen deep and long AFP At worst, forecasts from some economists suggest the world's third largest economy is in danger of slipping back into recession Economy to rebound after short-term pain BBC Japan quake risks severe near-term economic damage R Following the 1995 Kobe earthquake, the economy shrank by 2 percent, followed by a V-shaped recovery... Supply Disruptions of Power and Water... NYT Could Japan's earthquake cause a debt crisis? CCapitalist Japan 'Big One' May Raise Quake Risk for Years BL Japan quake may hit flash memory chip supply CNET Total German triumph as EU minnows subjugated Pritchard Banks have Ł1.6 trillion exposure to ailing quartet of Greece, Ireland, Portugal and Spain P The complex web of lending shows how hard it is to contain the problem to one country Interest rate rise will put the recovery at risk, warns BDO Independent Wen insists on gradual appreciation of yuan Xinhua
Blast at Japan nuke plant MW Japan struggles with nuclear reactors Battle to stabilise earthquake reactors WNN Nuclear Renaissance Threatened as Japanese Reactor Struggles After Quake BL “This is obviously a significant setback for the so-called nuclear renaissance. The image of a nuclear power plnt blowing up before your eyes on a television screen is a first” Japan Weighs Fiscal, Monetary Efforts Reuters Key U.S. Data Releases and Events Global Insight Industrial Production Probably Rose U.S. Seizes Two Banks; Year's Total at 25 WSJ FDIC Inflation and Hyperinflation Mauldin Whither Wall Street without the Fed? Fleck Risk and the Dollar Carry Trade Noland Harding A final goodbye to Superpower America? Reuters A Bug In Search of a Windshield Swenlin Norcini Borrowing Again, But Less on Credit Cards NYT (Norris) How Punk Rock and Pop Music Relate to Social Mood and the Markets EW America Becoming a Helpless Giant With Policies in Shambles Conrad Black Hacker Group Will Engage In Civil Disobedience Until Bernanke Steps Down via Zero Hedge
A Swift Deal May Not Be a Sound One NYT (Morgenson) Basel Committee Said to Reach Capital Rules for Too-Big-to-Fail Lenders BL Bets oil futures will go higher reach fresh record MW Obama prepared to tap petroleum reserve if needed AP Silver Toppings 2 ZEAL Heating oil use falls as prices, irritation rise USAT Fairfax e-mails come back to haunt a Wall Street titan G&M NFL Players File to Decertify Union TheStreet
Snap analysis: Japan may have hours to prevent nuclear meltdown Reuters Japan finds radioactive material leak at quake-hit Fukushima plant Kyodo Japan quake causes emergencies at 5 nuke reactors AP Japan earthquake may push oil prices higher LAT Japan's Devasting Quake Could Cause Higher U.S. Interest Rates NBR Japan Faces ‘Another Leg Down’ in Fiscal Health as Earthquake Toll Mounts BL Europe Boosts Bailout Fund With Primary-Market Purchases, Eases Greek Pact BL Emergency loans to Irish banks rise €19bn Irish Times
Global Equity - Global Views - Weekly Focus
Earthquakes rarely shake the stock market MW Commodities, energy markets grapple with shutdowns after quake G&M U.S. Michigan Consumer Sentiment Index Fell to 68.2 in March BL U.S. Job Openings Fell in January as Firms Were Wary of Hiring BL Retail Sales in U.S. Rose 1% in February, Most in Four Months BL The Party Is Over Comstock Patience is priceless, but doesn’t pay Saft Spike in big down days raises stock market doubts USAT The index is in danger of snapping a 136-session streak without a 5% decline. The streak is nearly triple the average rate of 50 sessions between 5% drops since 1928. Utah Legislature goes for gold, silver as currency options WT State backers said they hope the move will help insulate Utah from a potential monetary slide as countries question the value of the dollar. Steer clear of US debt, expert warns China Daily “Perhaps it is too late to do anything about the existing stock without causing a serious political and financial backlash. But at least China should stop continuing building up its holdings” Fed Recovery Flawed as Companies Get Credit Consumers Don't BL March Madness and your portfolio Hulbert Oil at $100 Kills Brain Cells, Impairs Logic Baum When diversification doesn’t work Economist Greatest Rip-Off Roberts Gross - Smith - EWheel - Martenson - Casey - EB - FM - Jubak The burger bill Economist Measuring the systemic importance of interconnected banks BIS
Comment: A case of “mark-to-make-believe”? Das Regulators do not appear to understand the real risks embedded within the CCP AIG offers to rebuy toxic assets from New York Fed AP Hedge Fund Manager Paid For Tips, Man Testifies HP The Flight to Risk: Twitter and the Madoff Market II Charlie Sheen Just Gave Twitter Its Breakout Moment CNBC Energy Sector Crushed BeSpoke Uranium supply eyes crunch Shanghai Daily 'Dr. Copper' thinks the market is sick LaMonica How Gas Prices Are Eroding the American Dream Atlantic
Major Tsunami Strikes Japan After 8.9-Magnitude Earthquake GInsight BOJ Pledges Liquidity on Japan Quake as Toyota Shuts Plants BL Hawaii and West Coast brace for tsunami MW Saudi King Counters Protests With $36 Billion as Tension Mounts BL Brace for $200 oil if unrest hits Saudi Arabia MW China February Consumer Prices Rise 4.9%, Exceeding Target BL China Trade Gap May Help It Parry U.S. Yuan Criticism BL China's rise prompts global shifts WSJ A decade ago, China wasn't the top trading partner for even one of the Group of 20 economies. Today, it's the biggest trading partner for six... Portugal 5-Year Yield at Euro-Era Record on Bailout Speculation BL Research Euroland: Fact Book Spain Danske 'Gaddafi will prevail', says Obama's intelligence chief Telegraph Kissinger throws cold water on Mideast optimism CNN
Treasurys jump on concern over Saudi Arabia AP Signs of dissent becoming more visible in Saudi Arabia WP Startegist: “In the event that an actual attack takes place on Saudi infrastructure, a return to record high prices cannot be ruled out” Revolution Not Headed for Saudi Arabia Carnegie Of all the states in the region, Saudi Arabia is among the best equipped to handle the current unrest. Household Worth in U.S. Rises by $2.1 Trillion, Fed Says BL Flow of Funds February Federal Budget Deficit Sets Record AP Hoard of Cash Inside Libya Lets Gaddafi Keep Fighting NYT Clinton - France VIX, ‘Flash Crash’ Assets Tell Us Bears Are Gaining Traction Ciovacco 2 years after the bottom, the 'smart money' is selling TTicker Happy 2nd Anniversary, "Bull Market": How Many More Do You Have Left? EW GM chief financial officer resigns unexpectedly AP Could China follow Bill Gross? G&M Slowing China Barry Eichengreen Alan Greenspan Auditions on Comedy Central Sheehan Day of reckoning arrives for Spain’s savings banks MW U.S. gas prices are a joke ... in Norway CNN Jobless Claims in the U.S. Rose 26,000 Last Week to 397,000 BL Trade Deficit in U.S. Widened More Than Forecast in January BL Oil slips below $103 as Libya fighting rages on MW Consumer Comfort in U.S. Drops to One-Month Low on Fuel BL Americans in Poll Show Scant Confidence as Plurality See Decline BL Wisconsin GOP Ends Union Stalemate WSJ Setting the stage for other states to pursue similar steps in one of the broadest challenges to organized labor in decades. Is the World About to End, Again? Puplava The Evils of Cronyism Bear’s Lair Birinyi Is Buyer as Biggest Bull Market Since Eisenhower Enters Third Year BL Friday’s “Day of Rage” in Saudi Arabia could rock the world Fabius Maximus Philly Sox Breaks Down Hard BeSpoke Panzner - Reformed Broker - Willie Geithner: U.S. Must Help 'Nurture' Emerging Markets Reuters Systemic risk after the global crisis VOX
Special Report: Warren Buffett's China car deal could backfire Reuters Wealthy U.S. Individuals Finance Commercial Property for Yield BL At Bank of America, the New Normal is Normal WSJ Saudi Prince Alwaleed Calls for Citi Dividend CNBC Carlos Slim still No. 1 as 'Forbes' richest list grows USAT Paperwork Issues Still Stall Foreclosures CNBC
Has The Hotelling Moment Arrived? Oil Drum Libyan strife exposes China's risks in global quest for oil LAT CERA on Wednesday: Shifting to a gas focus Platts Q&A: What's Libya's impact on oil prices in the U.S.? USAT Brent, Not US Crude? France: Coping with the Oil Price Threat - Inflation Implications MS Physical Silver Shortage - Really? Financial Sense Bank of India to sell silver bars Food-Price Spikes to Occur More Frequently? WSJ Copper roof tiles theft closes Basildon school BBC Copper theft on rise at area farms News-Sentinel Repeat copper thefts in Crosby - Thieves target pipes at Long Beach
Moody’s cuts Spain’s credit rating MW Research Euroland: Fact Book Spain Danske EU paralysis drives fresh bond rout Pritchard Euro zone debt crisis intensifies on summit eve Reuters “If officials make no progress and Germans remain unwavering in their demands, the likelihood of a capitulation (in the euro) will be significantly higher” Merkel Demands Rule Obedience as Competitiveness Pact Resurfaces BL China unexpectedly swings to February trade deficit MW Blame it on the moon CDaily: The extent of the slowdown in both exports and imports caught markets by surprise China's car sales grow slowly Shanghai Times China’s passenger car sales grew at the slowest pace for more than two years in February Inflation threatens China's stability Finance Asia Most Britons Face 60% Income Loss in Retirement Reuters Icelandic saga will take time for fraud investigators to unravel Independent Sunac China scraps bond amid rumours of selective disclosure Finance Asia Army Siege Choking Off Supplies to Libyan Rebels Reuters Saudi prince questions ban on women driving Reuters
Bears crash bull-market anniversary party MW PIMCO Total Return dumps U.S. government-related debt Reuters Europe debt crisis may boil to surface Friday CNBC A deep freeze hits muni-bond market WSJ Muni issuers with widest credit spreads The last time so little in bonds was sold by this point in the calendar was 11 years ago. Prince Alwaleed Takes Stake in Saudi Stocks Reuters Portugal teeters as EU debt crisis grows AP The major concern in the markets is that the March 24-25 summit of EU leaders in Brussels will not yield the “comprehensive solution” to the debt crisis that has been trumpeted... U.S. Wholesale Inventories Rose 1.1% in January, Sales Climbed BL Mortgage Applications Rise 16%, Biggest Gain Since June BL How cheap houses spell bad news Barr More Borrowers Underwater CNBC Two Years After Market Low, the Little Guy Is Back AP Since the beginning of the year, investors have put $24.2 billion into U.S. stock mutual funds, according to the Investment Company Institute. They withdrew $96.7 billion in 2010. Billionaire Carl Icahn returns $1.76B to investors AP Icahn told investors in his hedge funds that he didn't want to be responsible to them for "another possible market crisis," especially given the rapid increases over the past two years. After 2 years, can bull market maintain pace? USAT Can it make it to 3? LAT Bull markets and the judgment of history Hulbert A Two-Headed Economy Kass Mish - Duy - Mogambo - Panzner Healthy Consumer Relying On $1 Trillion Government Fix IBD What a Waste Trying to Find Government Waste Baum Research US: Shifting into a higher gear Danske A call for a global independent central bank FTA
Taxpayers caught in the middle of costly Fannie lawsuit WP S.E.C. Chairwoman Under Fire Over Ethics Issues NYT Demand Grows for 'Synthetic' Junk Bonds FT Oil markets brace for Saudi 'rage' as global spare capacity wears thin Pritchard Those exhorting OPEC to boost output should be careful what they wish for. The cartel card can be played once only Markets await OPEC's move - Saudis say shortage not behind oil price jump AP America Battles Sticker Shock at Gas Pump ABC Gas Station in Florida Charges $5.39 per Gallon for Regular Grade The Economics of Pricing Yourself Out of the Gas Market Kedrosky China adviser says Beijing should buy more gold Reuters Gold investors: Time to take your profits MW ‘Charlie Sheen’: Secret Silver Investor? WSJ Charlie Sheen outranks Obama and Lady Gaga in social media Reuters
China May Deflect Geithner Pressure With Smaller Trade Surplus BL China Says Property Demand Driven by `Unreasonable' Speculation BL Japan Bond `Jitters' Loom as Kan Battles to Finance Deficit, Feldman Says BL Internal Opposition Grows to Further Bailout Measures Spiegel ECB Officials Hint at Rate Increases WSJ Sale of Greek treasury bills raises €1.62bn in wake of credit downgrade Guardian An Egyptian song for all El-Erian Chinese IPOs in US to surge by 50% in 2011 China Daily Royal Bank of Scotland to pay top executives Ł28m bonuses Independent Tchenguiz brothers arrested in Kaupthing raids Telegraph
U.S. Sees Stalemate Emerging in Libya WSJ
Economy Not Self-Sustaining: PIMCO's Bill Gross TTicker Two Years Later, Bears Still Hiding in Their Caves CNBC Flash Points in the "Age of Rage" G. Long Roubini Sees Double Dip for Advanced States If Oil Hits $140 BL U.S. Home Sales Accelerate as Prices Decline Amid Rebound BL The 2008 crash isn’t over, only covered up Farrell The Cognitive Dissonance of It All Hayman Biderman On How The Fed Continues To Rig The Market CNBC Dealing With The Deficit Will Not Be Easy Wells Fargo Will Your Portfolio Survive the Next Surprise? WSJ States’ financial woes push some to consider the unthinkable G&M Greenspan Grapples for Stimulus With Ayn Rand Shales Short USD positions continue to be built Danske Dollar doom bets A Little Understanding Goes a Long Way Schiff Saville - Paul - Jubak - Baker - Smith - Panzner - Dr. HB - PragCap - Weiss - Fleck Bill Gross: "Of Course" the Wealthy Should Pay Higher Taxes, Corporations Too TTicker
Confidence at U.S. Small Companies Hits Three-Year High BL Curious Accusations in S.E.C.'s Insider Case Sorkin The Relationship Between Corporate Credit Ratings And Debt Cost Across The Maturity Curve And Through Stress Periods: 1945-Present S&P Volcker may get the last laugh EFNews Bill Gates No Longer World's Richest Man After Giving Away Billions Reuters Charlie Sheen Could Teach Wall Street a Lesson Lynn
Opec to lift output as oil crisis deepens Telegraph The Saudi capacity puzzle FTA Silver Attracts Heavy Investment But Volatility’s A Caveat Christian Investors take a big shine to silver USAT “When the locomotive is going, you don't want to jump in front of the track, but it looks like (silver) is setting up for a huge correction” Silver Miners Are Much Cheaper Than Internet Stocks Mack US farmers fear the return of the Dust Bowl Telegraph China may surpass U.S. as uranium consumer by 2025 MW How Twitter Is Transforming Trading in Commodities CNBC Eastern Canada’s iron ore belt drawing new interest G&M
China’s 10% Growth Threatens Inflation of 10% Pesek Don’t Look for Jasmine Revolution or Tea in China YALE Study Highlights Long-Term Challenges for Euro Zone WSJ Australia: Where's My Boom? Minack Were We Wrong About the Bubble Down Under? TheTrumpet Effects of population aging on healthcare costs: crunching some numbers NB Financial
Civil War Fears in Libya As International Community Mulls Intervention Global Insight
Monday March 7, 2011 VIX Surges Chart Still Below Moving Averages Schaeffers Gold/Silver - Chapman - Russell Crude-oil futures settle at a 29-month high MW BL: “Options traders are betting more than ever that crude oil is heading to $200 a barrel” Consumer Credit in U.S. Increased $5.01 Billion in January BL FED Buffett Says Wesco Deal May Be Disadvantageous to Berkshire BL Scary Chart: Bottom About to Fall Out of the Dollar? CNBC Hedge Fund Bull Bets at Four-Year High After Lagging S&P 500 BL Fed's Lockhart: Cannot Rule Out Further Bond Buys Reuters Fed's Fisher: May vote to curtail QE2 before June MW Quantitative Easing and the Iron Law of Equilibrium Hussman Traders ‘short’ dollar as currency loses attraction FT (Complete via Google) “We may be seeing a turn in the longer-term outlook for the dollar – for the worse” After historic gains, are stocks nearing a bubble? AP Since 1928, the average bull market runs almost five years and gains 164 percent. By comparison, this bull market has barely hit middle age... Dow's Surge Can't Erase Doubts WSJ It's understandable that some investors seem to have trouble shaking off the traumatic effects of the stock-market collapse they endured Consumers put trust in savings accounts Boston Globe Gold-shouldered Price Apres Nous Le Deluge Matterhorn Mish - Krugman - Panzner - Keen - Baker - Econbrowser Bonds Show Why Boehner Saying We're Broke Is Figure of Speech BL It’s Time to Face the Fiscal Illusion NYT Social Security Is Middle-Class Welfare Samuelson Stop obsessing about global imbalances VOXĂ‚Â Rogoff Unlikely Economic Forecasters Beat the Pros Dorfman Ignore surprise events, says disciplined bull Ă‚Â Brimelow Tight Security Fund Strategy Many investors want to hedge their portfolios and fund managers are responding with new products JPMorgan No. 1 Investment Bank Driven by Emerging Market Deals Ă‚Â BL U.S. gas prices up 33 cents in two weeks CNNĂ‚Â White House considers tapping oilreserves Oil at $110 May Trigger Pain CEOs Weathered at $100 BL Countries producing around 2 mbd - Nigeria, Angola, Libya and the UK Oil Drum Food, Not Oil, Bigger Threat to Global Inflation? Reuters Gloomy Malthus provides food for thought as world's appetite builds Telegraph Even the deadly-sober, politically constrained economists at the International Monetary Fund now admit that something might be up As food prices soar, Japan braces for pain WP Koreans wary of soaring food costs Korea Times Wheat Planting Falls to Four-Year Low in Russia Amid Export Ban BL Tougher limits for rare earths Shanghai Daily Copper theft creates havoc at Santa Rosa train crossings PressDemocrat Inflation Endangering China `Dream' Spurs Wen Pledge on Prices BL Chinese IPOs raising money for greed, not need Finance Asia China foreign minister says normal to buy Europe bonds Reuters China to expand RMB use in cross-border trade and investment Xinhua Flat-Earth European CB misreads oil spike again, and kicks Spain in the teeth Pritchard Trichet's real reasons for a rate rise MĂÂĽnchau (Complete via Google) The ECB needs to look at the bigger picture beyond the German economy King With 70 per cent of the eurozone in a sickly economic state, is it right that interest rates should be going up? Greek Debt Rating Cut 3 Steps by Moody's on Rising Default Risk BL Greece Slams 'Accountability' Of Credit Rating Agenices HP Cuts take Greece to the edge of anarchy as people cry for change Independent City turns on Mervyn King as HSBC threatens to leave First Post Asia Exchanges Gear Up for Longer Hours, Shortened Lunches CNBC
Qaddafi Escalates War Against Rebels as Libyan Conflict Deepens BL America's secret plan to arm Libya's rebels Independent GOP Prods Obama on Libya WSJ
Weekend Edition (March 5-6, 2011) Key U.S. Data Releases and Events GInsight Are Booming Economies Good for the Markets? Mauldin Favorable or Unfavorable Noland Harding - Morici - Pollaro The Chasm Between Consumers and the Fed NYT (Norris) Dollar Index Breaking Down Again Swenlin Gold Stocks in SPX Selloffs ZEAL Gold: A Valuable Thing to Store North There Are No Good Outcomes JimQ The Underappreciated Upside Risk Barron’s Government Shutdown? So What? Kudlow Budget battles: Big Bird under attack Hey, S.E.C., That Escape Hatch Is Still Open NYT (Morgenson) The hedge-fund scandal rocking Wall Street Independent Crude in the extreme: Has oil price rally crossed the line? G&M Yardeni: “Now I’m hearing from our institutional accounts lots of concerns that rising oil prices attributable to supply disruptions in the Middle East could disrupt the global expansion” New Drilling Technologies Shake Up Global Market Spiegel In the United States the natural gas revolution is the furthest along. Newly discovered reserves there are already being exploited. Copper Demand in China May Expand 7% This Year, Jiangxi Copper Forecasts  BL Charlie Sheen: Pitching juice on Twitter CNN 'Charlie Sheen Night' From Guns N' Roses to money manager Fortune Why Libya should worry you Jubak Libyan rebels locked in battles BBC Britain at risk of another financial crisis, Bank of England chief warns Telegraph “The concept of being too important to fail should have no place in a market economy.” Portugal hovers on the verge of crisis Guardian Portugal's cost of borrowing is now over 7% and analysts believe a bailout is just weeks away. China Reportedly Plans Strict Goals to Save Energy NYT China Targets 8% Growth This Year as Wen Vows to `Decisively' Curb Prices BL Reining in prices is China's 'top priority': Wen AFP China's yuan rises to record high of 6.5671 per US dollar Xinhua Bruised greenback an opportunity for Canadians G&M Canadian Currency Climbs for Third Straight Week BL Canadian Housing Outlook 2011 BMO Crystal Meth Use 'Rampant' in N.Korea Chosun
Weekly Focus: Oops - they did it again Danske Global Equity U.S. Stocks Rise as Economic Optimism Overshadows Increase in Oil Prices BL
Friday March 4, 2011 Bearish Agriculture Options Bets Surge to Two-Year High BL Record Gasoline Grips Europe, California Faces $4 a Gallon BL Gold gains; silver trades at 31-year high MW April Crude: $104.64 Ten CEOs argue why gold’s gains are here to stay G&M Wisconsin governor prepares layoffs amid standoff Reuters Orders to U.S. Factories Climb Most in More Than 4 Years BL Gross Says Inflation Matters More Than Bernanke Suggests BL U.S. Payrolls Rose 192,000; JoblessRate at 8.9% in February BL BLS From Dublin to Tripoli The Absolute Return Letter You Call It Inflation, I Call It Theft Forbes Stop Bernanke's Hanky-Panky American Spectator Bernanke’s QE3 Question Forbes Who, Rosenberg asks, will buy bonds when the Fed puts its wallet away? BlackRock's Fink Says He's a `Big Buyer' of Dollars That Gross Says Avoid BL Greenspan Says Surge in Government `Activism' Is Hampering U.S. Recovery BL CNBC Bricks and slaughter Economist The perils of property - Home truths Property is widely seen as a safe asset. It is arguably the most dangerous of all, says Andrew Palmer The lessons from the property boom Economist In Price of Farmland, Echoes of Another Boom NYT Without Loan Giants, 30-Year Mortgage May Fade Away NYT California - real estate and broker licensees continue to decline Dr. HB Investor reaction times shorter than ever Hulbert Market Advances Again in February, But Correction Watch Remains in Effect Legg Mason Happy 2nd birthday, bull market! What now? CNN Bill Gates On State Budgets: 'Enron Never Would Have Done This' HP “Is anyone paying attention to some of the things these guys do?” Anti-Union Bills Introduced In At Least 12 States This Year WSJ (Complete via Google) How Can They Say Inflation Is Low? Wells Fargo Krugman - Keen - Soros - Mish - Panzner - Sloan - Mr. Contagion - Sonders - BP - Baker Global Forecast Update Scotia Global Scenarios Danske For Boards, S.E.C. Keeps the Bar Low Norris So much for the goals of Sarbanes-Oxley. Former UBS Adviser in California Charged With Fraud BL GM sells just 281 Chevy Volts in February, Nissan only moves 67 Leafs autoblog Ford Accounting Move May Add $13 Billion to Profit, Expert Says BL Under the Microscope: AIG's Second Chance Wharton Cities with the most credit card debt CNN Charlie Sheen to pitch products on Twitter, sets Guinness world record LATimes Utah Considers Return to Gold, Silver Coins FOX Only a Recession Stands in the Way of $200 Oil Rubin Geithner: We can tap oil reserves if we need them CNN Should the US tap its oil reserves? In Colombia, New Gold Rush Fuels Old Conflict NYT Hathaway: Silver could rise to $50 or $60 if... King World US Mint Reducing Allotments of Silver American Eagles King World High World Food Prices May Persist as Demand Rises, IMF Says BL Libyan investments, connections turn toxic G&M The Complexity of Persian Gulf Unrest  STRATFOR Wen Sees Billionaires in China Congress as Wealth Gap Widens BL Faber Says Now Is Time to Buy Japan Stocks After 20-Year Bear BL European Central Bank prepares rate rise as global tide turns Pritchard Bank of England's Chief 'Is Delusional': Analyst CNBC Merkel Risks Clash Over Irish Bailout in Euro Rescue Push BL Russia Fears China, Not Japan WSJ (Complete via Google) The decades-long dispute over the Kuril Islands may well be Russia's way of focusing on its real long-term adversary: China. Economic Implications of Political Upheaval in North Africa and the Middle East Oxford
Two-Bits, Four-Bits, Six-Bits, a Dollar PIMCO (Gross) Ron Paul: Fall of the Federal Empire FOX What is gold’s climb really telling us? Brimelow Breaking News Bulletin: News Is NOT the Main Driver of Stock Market Trends EW US Standard of Living in Peril From Dollar's Weakness: Zell CNBC “I think you could see a 25 percent reduction in the standard of living in this country if the US dollar was no longer the world's reserve currency. That's how valuable it is.” U.S. Service Industries Grow at Fastest Pace in Five Years BL ISM Home prices: The double-dip is near CNN Are America's Best Days Behind Us? TIME America’s Secret $365 Billion Asset: “It’s Gold, Jerry. Gold!” TTicker U.S. Initial Jobless Claims Fall to 368,000, Lowest Since 2008 BL U.S. Productivity Rises 2.6% in Fourth Quarter, Costs Fall BL Bill averts shutdown; now the hard part CNN Disasters Rocking U.S. Dollar? Merk Inflation-Proofing Your Investments Lamont Equity Markets and Oil Prices Northern Trust Ben Is Losing JimQ Mapping the Critical 2011 Themes G.Long US obsessed with doing nothing about debt, says hedge guru Australian Is America Slip Sliding into Decline? Caruba Keen - Baseline Beware of Market Gurus Pushing New Strategies Lowenstein Deflation, debt, and economic stimulus VOX
Market turmoil as IEA warns 'age of cheap oil is over' Inde IEA Update Oil sands crude fetches premium price G&M Oil Breaks Above Pre-Lehman Levels A Conspiracy With a Silver Lining NYT The Hunts may be gone from the market, but there are still plenty of people suspicious about the trading in silver... Silver Outweighs Gold Schiff Gold still cheap? Don't laugh. La Monica Willie Gold to rally to $1,545/oz in two months - Wang Tao Reuters China's global mining M&A role overstated, says PwC report Dow Jones As Rare Earths Get Rarer... Critical Strategic Metals The Top 10 Clean-Tech Companies WSJ World Food Prices Increase to a Record, United Nations Says BL UN
Goldman’s Model Evokes Blood-Sucking Leeches Baum SEC backs rule that would delay executive bonuses AP Fund manager Paulson gets Hong Kong securities license Reuters Chunk of IPOs are dropping below offering price USAT
Saudi contagion triggers Gulf rout Pritchard Libya: Spending oil money across globe CNN Interview With US Economist Eichengreen Spiegel 'Europe's Banks Are in Far Greater Danger Than People Realize' Trichet Says ECB May Raise Rates, Show `Strong Vigilance' BL Investors flee emerging markets G&M Jittery investors have left almost no emerging market unscathed, including such previous darlings as China and Brazil. China aims to settle nationwide trade in yuan by 2011 Reuters Is China exporting inflation to the world? Xinhua HK bourse set to launch yuan pool Standard China’s Xunlei Said to Plan $200 Million U.S. IPO, Hire Banks BL China to offer personal income tax relief MW Move to leave more money with low-income workers, spur consumption "Can Rising Housing Prices Explain China’s High Household Saving Rate?" FRBSL
Fed: Labor Market Strengthened on Manufacturing, Retail BL B-Book Ron Paul and fellow House Republicans lay into Ben Bernanke MW Bernanke Doesn't Rule Out More Bond Buying to Aid Economy BL C-SPAN Warren Bufett Speaks CNBC Gold timers remain skeptical — a good sign MW S&P warns of downgrades on Portugal and Greece AP Announced U.S. Job Cuts Rose 20% From Year Ago, Challenger Says BL ADP Estimates U.S. Companies Added 217,000 Jobs in February BL We're Just Gonna Inflate Our Way Out Of It Contrary Investor Why Dollar's Reign Is Near An End Eichengreen (Complete via Google) “I believe that over the next 10 years, we're going to see a profound shift toward a world in which several currencies compete for dominance.” U.S. Dollar: Safe Haven Rally Unlikely BCAR Do currency appreciations reduce imbalances? VOX Getting to Deficit Reduction Makin It Ain't a Popularity Contest Kass Buffett: 'Elephants' Hard to Find, Let 'Zebra' Get Away CNBC Buffett does reveal that Berkshire had an "iron in the fire" within the last few days, but lost out to another buyer. The investment lesson of Buffett’s career Hulbert Imagine Berkshire Hathaway as a hedge fund Reuters Review and Preview Wieseman Bernanke’s children ignite loan party Saft There are two strongly contrasting explanations for the resurgence of covenant-light loans. Why Elizabeth Warren needs your help to police the banks Wasik USA Incorporated - a Look at the Grim Financial Situation of the USA Mish U.S. Getting Closer to $14.29 Trillion Debt Ceiling WSJ America's debt crisis ABC What is Plan B if China dumps its U.S. debt? Gazette The imaginary public sector pension fund crisis Leonard Those horrible "shortfalls" everyone has been making such a big deal of are already in retreat. Printing Enough Money to Buy the World's Silver Mogambo Smith - Jesse Regulators Push 20% Down Payments on Homes WSJ Mortgage Applications Dip
Insider trading bust widens Fortune Rajat K. Gupta - Lawrence R. Goldfarb Hedge Funds, Brokers in U.S. May Face Fresh Calls for Risk Data BL Economic Insights - Winding Down Frannie and Freddie? Lord Abbett Roubini Firm Sees Rising Muni Bond Defaults: Report CNBC Want a New Cardiovascular System? Outside The Box 10 wackiest tax deductions (hint: a hooker) CNN
Gold Prices: Where Will They Finish 2011? TheStreet Copper, Corn May Slump on Mideast Unrest as Gold Jumps to $1,500, UBS Says BL Egypt bans export of gold in all forms Zawya Only a recession stands in the way of $200 oil Rubin What the turmoil in Libya means for oil prices G&M Will $200 oil kill the economy? MSN $10 A Gallon? - Gas prices: Up 24 cents in 8 days La Monica: “It's hard to not look at the huge spike in oil in the past week and immediately cry out: Speculation!” Geothermal power stocks offer steep discount to oil G&M Commodity supercycle? Don't believe hype, HudBay says G&M More boom than bubble to rare earths story TheAge
Dubai Stocks Slump to 7-Year Low Amid Mideast Drop on Saudi Risk BL Germany, Austria Freeze Libyan Assets; EU Considers Asset Freeze On Libyan Firms WSJ Will Obama Order U.S. Intervention in Libya? TIME King says living standards may never recover from the crisis Independent “The cost of this crisis is only now being felt. I'm surprised that the degree of anger hasn't been greater.” Portugal to Get EU Rescue This Month, Axa Investment Says BL The Rebirth of Japan Inc. Asia Sentinel
WSJ: A ragtag army of opponents to Col. Moammar Gadhafi began moving west toward Tripoli from the east and the U.S. ordered two warships to the Mediterranean Sea, as the prospect of an extended war loomed over Libya.
Comex Gold Scores Record-High Close; Silver at 31-Year High Kitco MW Oil prices climb as Iran tensions escalate AP Cost of Fed Actions Starting to Offset Benefits: El-Erian CNBC Testimony by Chairman Bernanke FRB C-SPAN Feldstein Says U.S. Economy Has Slowed as Consumers Cut Back BL Four time bombs that will blow up Wall Street Farrell Russell March Market Analytics & Techncial Analysis G. Long U.S. construction spending falls 0.7% in January MW Manufacturing in U.S. Expanded at Faster Pace Last Month BL ISM - Global PMI The trouble with Dow 36,000 MW Saudi Official Denies Report of Tanks in Bahrain CNBC Warren: “Problems lurking” in same banks Tim Geithner says are “much stronger” TTIcker China's holdings of US debt jump 30 percent AP Treasury The reason for the change is that Chinese investors who purchase their Treasury securities in London are often counted as British investors “It seems the dollar’s haven status has vanished. And, even for long-term dollar bears like ourselves, this is a worry.” Standard Bank Investors Seek Safety in New Harbors WSJ “Over the last 20 years, people have always moved into the dollar on any sort of uncertainty in the global economic space, but what we've seen over the past two weeks is actually a terrific move out of the dollar” Don’t wait for the bubble to burst FT (Complete via Google) Bubbles eventually pop – and ignoring this one could be calamitous. Bernanke faces grilling - Bernanke Tempers Criticism With Deficit-Plan Calls BL The West’s Punch Bowl Monetary Policy Project Syndicate Choosing a short-term boost to economic growth and employment, rather than enforcing price stability, wrecked the world economy in the 1970’s and 1980’s. The outcome may not be much different this time around Hot Money, Fast Riots Xie Maybe the Fed will change its mind when the streets of Washington burn like Cairo's Musings on Proposed Government Spending Cuts and Current Energy Price Increases Kasriel Moment of Surrender: Regimes Fall, Oil Prices Spike Sonders Oil That Is Saut Russell - El-Erian - Shales - Krugman - Panzner - BeSpoke - EB - Baker The Effect of Middle East Collapse Bear’s Lair IMM positioning: Position unwinding could explain the low USD/JPY Danske Congress Must Reject the Welfare/Warfare State Paul Adventures in CDS reporting, GM edition Salmon IMF Economists Weigh In on Current-Account Balances Debate WSJ The Domino Effect: Exposing Inflation and Default Risks Globally PIMCO Economic Indicators Review NB Financial
Morgan Stanley Hacked in China-Based Attacks That Hit Google BL JPMorgan sees $4.5 billion legal hit Barr Citigroup Under Fire for Not Disclosing Regulatory Criticism FT Bill Gross Gets `A' for Effort on Trader Greed BL Geithner Wants Fannie, Freddie Reform Bill In 2 Years HP Goldman Sachs Liquidates 2 Proprietary Trading Units to Comply With Rules BL Goldman Sachs Says It Lost Money From Trading on 25 Days in 2010 BL Pension Funds Strained, States Look at 401(k) Plans NYT Silver Hits Fresh Post Hunt Brother High On News Saudi... ZH Silver continues to outperform gold Commodity Online India Spot Silver Hits Record High WSJ Gold Market Update Saville Commodities Monthly - Geopolitical risk premium on oil to stay elevated Danske Scotia Commodities in Longest Winning Streak Since '04, Beating Stocks BL US approves first deep-water well in Gulf AP 'Bull Case' for Copper Over, Time to Sell CNBC
Saudi Stocks Slump Most Since 2008 on Concern Unrest to Spread BL U.S. Backs Libya Rebels as Qaddafi Says `My People Love Me' BL Treasury: $30 Billion In Libyan Assets Frozen AP Plunge protection teams, New Egypt edition FTA China Manufacturing Slows as Monetary Policy Tightened BL Wen reiterates yuan's gradual climb Shanghai Daily America not yet down and out - the West is still winning Warner Ireland’s voters revolt; debt holders beware MW World Population Prospects and the Global Economic Outlook AEI Europe Confronts Mediterranean Mayhem - Part I YALE
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