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 VOX  Rogoff
Unlikely Economic Forecasters Beat the Pros Dorfman
Ignore surprise events, says disciplined bull   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   BL
U.S. gas prices up 33 cents in two weeks CNN  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