Blue Chips See Best Quarter Since 1998 Reuters
Gold, silver end quarter with a pop TheStreet
Goldman Sachs Borrowed From Fed Window Five Times BL
Jobless Claims in U.S. Fell by 6,000 Last Week to 388,000 BL
Ireland May Merge Two Banks As Stress Tests Trigger Aid BL
Sokol to CNBC: I Shouldn't Have Told Buffett I Liked Lubrizol CNBC
Survey: CEOs plan to boost hiring, spending AP
Skunked PIMCO (Gross)
“This country appears to have an off-balance-sheet, unrecorded debt burden of close to 500% of GDP! We are out-Greeking the Greeks, dear reader...”
Dimon: U.S. debt default would be “catastrophic” MW
Monetary system in 'dollar trap' China Daily
“Nations around the world have no way of restricting dollar issuance by the Federal Reserve. The current international monetary system lacks both stability and fairness”
Geithner's Blatant Lies at the G20 Meeting Mish
China May Face ‘Quiet’ Pressure on Yuan as G-20 Chiefs Gather BL
Extend & Pretend Is Wall Street’s Friend JimQ
CoreLogic: Shadow Inventory Declines Slightly Calculated Risk
1.8M 'distressed' homes could weigh on housing prices for years USAT
Foreclosures Boost Incomes? Forsyth
The Case for a Big Bear Just Got Stronger! M&M  Rubin - Recovery Partners - Jain
Which Fed Official Moves Markets Most? WSJ
Get ready for the meltdown of the US Treasury Bond market Leap2020
Debt: The first five thousand years Eurozine
Q&A: Rajan Says Governments Can’t Afford Another Crisis WSJ
International liquidity provision during the financial crisis: A view from Switzerland VOX
Wal-Mart CEO Bill Simon expects “serious” inflation USAT
Seven dividend stocks to buy averaging 7% yields MW
Greenspan's Derivatives Comments Shouldn't Be Trusted, Analysts Say HP
Buffett Jolted as Aide Quits WSJ
Microsoft Co-Founder Hits Out at Gates WSJ  Vanity Fair
Fed turns down AIG bid to rebuy dodgy assets AP
Dirty Little Secret Unravels in Bermuda Blunder   Weil
JPMorgan's Dimon Warns of Regulatory 'Nail' in Coffin FT
Portugal 'lacks the cash to meet debt payments' Telegraph
“A bailout is just a matter of time in this environment”
Merger of Four Spanish Savings Banks Collapses FT
Greece May Need to Break Taboo on Selling Land to Slash Debt BL
Moody's: can't rule out more euro zone ratings cuts AP
Research Euroland: Fact Book Ireland Danske Irish Bank Stress Tests
Internal devaluations in the Eurozone: A mismeasured and misguided argument VOX
German Unemployment Fell in March for 21st Straight Month BL
The ‘grand bargain’ is just a start FT (Wolf)
Aussie dollar moves further into record territory AFP
Auditors under fire over role in bank crisis Inde
China’s Five-Year Plan and Global Interest Rates Feldstein
Libya Exposes Fault Lines in the Mediterranean - Part III YALE
Gadaffi's Hidden Assets: Luxury Homes Around World CNBC

IAEA suggests Japan widen exclusion zone near nuclear plant Reuters
Japan quake may cost insurers $35 billion MW
Japan parts shortages highlight global reliance BBC
Japan impact on U.S. economy more than realized: trade group Reuters
McDonald's Boosts Imports to Japan Amid Supply-Chain Problems WSJ
A special visit to Tokyo El-Erian



Buffett Says Sokol Resigned, Bought Lubrizol Shares Before Deal BL
Text of Warren Buffett’s Letter on Resignation of David Sokol BL
ADP Estimates U.S. Companies Added 201,000 Jobs in March BL
US Mortgage Applications Fall as Rates Rise CNBC
Deal Rush Pushes Takeovers to Most Expensive Since Lehman BL
Utah: Forget dollars. How about gold? CNN
The new law is, of course, a shot at the Federal Reserve. And Utah isn't alone. A few other states are considering similar bills.
Tenn. Joins States Considering Alternate Currency Legislation New American
Jim Rogers: Oil To Rise; Nuclear Energy Will Come Back CNBC
Only Fed Ensures Inflation Won't Happen Here Baum
Is the U.S. Stuck in a Second Housing Slump? PBS
Cash-Paying Vultures Pick Bones of U.S. Housing Market as Mortgages Dry Up BL
House Votes to Scrap Foreclosure Program NYT
Investment Strategy: All About the Benjamins WSJ
Bernanke vs. Graham: In whom do you trust?
The Bernanke Fed Plans to Give Large Banks Billion Dollar Annuities Auerback
As Economy Sputters, a Timid Fed NYT (Leonhardt)
History Backs Bernanke Betting Volatility Variable Won’t Hurt BL
Fed silently grows balance sheet... MyB  On inflation, don’t believe your eyes
The Inflation Knuckleball Pento  Saville - Droke - Pesek
12 Warning Signs of U.S. Hyperinflation NIA  Dr. HB - Panzner - Smith - EB - BeSpoke
States Book More Inflows but Face Tab for Higher Spending, End of Federal Funds WSJ
Municipal Debt Crises: Some Historical Perspective Pollock
Crisis management and resolution policies: Early lessons from the financial crisis VOX
Warren Buffett: The U.S. is moving toward plutocracy The Marker
FDA chemist, son charged with insider trading AP
Global Auto Report Scotia
Dodd-Frank fails to meet test of our times Greenspan (Complete via Google)
Has silver lost its investing shine? MorningStar
Video: Shortage of gold in China CNTV
Goldman: The Speculative Premium in oil is too low PragCap
Opec set for $1,000bn in export revenues FT
Coal from here to eternity FP
China’s coal-mine canary still chirping Brimelow
Time Warner discloses Charlie Sheen suit to SEC CNN
Japan on 'maximum alert' over nuclear plant
“We are not in a situation where we can say we will have this under control by a certain period"
Chief Cabinet Secretary Yukio Edano
Consumer Fears Could Add to Japan's Economic Challenges Spiegel
Japan mulls reactor covers in nuclear crisis AFP
Japan Inc. Turns to Banks After Quake WSJ
Trace radiation found in more Chinese areas China Daily
China says nuke program affected by Japan crisis Forbes
Toyota rationing parts to dealers to avert hoarding USAT
Restaurants, fisheries in tailspin after quake, tsunami Mainichi
ECB set for an error for the ages Saft
European Stability Mechanism Helps Push Portugal To The Brink NTrust
Europe - A Not So Grand Bargain Morgan Stanley
Portugal Bank CEO Slams S&P Rating Downgrade CNBC
UK household incomes fall for first time since 1981 Telegraph
G20 meet to highlight China's world finance role CNBC
Disagreements over currencies and monetary policies are bound to shape the talks even if only indirectly
Developing Economies Grow Too Fast: Analysis AP
Hedge funds find India toughest to beat in falling markets ETimes
Canadian housing bubble could hit FXC Nasdaq
Strike! Greater Fool
Two weeks ago a home buyers strike emerged in Australia
Australian dollar hits another greenback high AFP


S&P downgrades Portugal, Greece AP
Government Shutdown Grows More Likely WSJ
Failure to reach a deal by April 8, a milestone that appears increasingly difficult to achieve, would result in a government shutdown.
U.S. Consumer Confidence Fell to a Three-Month Low in March BL
Home Prices in 20 U.S. Cities Declined 3.1% From Year Earlier BL
BP Managers Said to Face U.S. Manslaughter Charges Review BL
More housing hell - Now the end is years off NYP  Mish
All this means there's a backlog of some 10 million homes that must get sold before housing can truly recover. But fewer than 5 million homes now trade hands in a year...
Be Conservative, Not Conventional Saut
Dying Banks Kept Alive Show Secrets Fed’s Loan Data Will Reveal BL
“Was the Fed keeping banks alive when they should have died?”
Fed’s Bullard Says QE2 Exit Debate Likely ‘Key’ 2011 Issue BL
Dear Mr. Bernanke, Press conferences are a bad idea Sloan
Tax the super rich now or face a revolution Farrell
Check the stats folks: The last time America’s wealth gap between the Super Rich and the other 99% was this big was just before the 1929 Crash and the Great Depression.
The Price of Taxing the Rich WSJ
The top 1% of earners fill the coffers of states like California and New York during a boom—and leave them starved for revenue in a bust.
Through volatility and turmoil, the gap widens EPI
Taking Away the Punch Bowl Trumpet
Record High Profits and More Transparency Wells Fargo
Back to Westphalia! Bear’s Lair  Baker - AB - Schaeffers - Panzner
Stocks Win as Bonds Lose Fans WSJ
Investors Pour Cash Into U.S. Shares, Shrugging Off the Wider World's Woes
Kaletsky and Gave: bullish investors are ignorant of triple threat CityWire
IMM positioning: Investors remain positioned for bearish USD trend Danske
Dying Industries IBIS World
Financial Insiders Cross Currents
Ponzi scheme hits mystery hedge funds MW
Even your grandma knows that anyone promising you 80% a year is offering you a suckers’ bet
Raj Rajaratnam Trial Wiretaps Fascinate Jury: 'Oh, Dude, We're F-----' HP
Buffett's Berkshire defends valuation of 5 stocks AP
The Right Picks Up Meredith Whitney's Frayed Banner HP
Gold market optimism at worrisome levels Hulbert
Silver Is Way Undervalued Compared With Gold CNBC Fool’s Silver? - Mogambo
Gold, Oil, and Oil Stocks BeSpoke
Scotiabank Commodity Price Index Scotia
S&P May Downgrade Portugal Again This Week BL
Portuguese Bailout Costs More Than Money Alone Lynn
Tax Cuts for the Rich Divide the UK Government FT
European Banks Challenged by Basel III Versus Solvency II BL
Mortgage 'second chance' is storing up trouble for banks Telegraph
Chinese inflation goes global MW China's Ghost Cities and Malls YouTube
Chinese top spenders on London property China Daily
Rating the Indian Investment Climate Asia Sentinel
Housing Booms North of the Border WSJ
Northern Rock slashes workforce by a quarter Inde

Japan Finds Plutonium at Stricken Nuclear Plant Reuters
Contaminated Water Extends at Least a Mile Into the Ocean ABC
Radioactive ship turned away by China BL
Japan’s Recovery Bonds Project Syndicate
Libya Exposes Fault Lines in the Mediterranean - Part II YALE I
Cost of Libya Intervention $600 Million for First Week, Pentagon Says ABC


Still Enough Time to "Conquer the Crash?" EW
Cash-Hoarding Firms Put Economy, Stock Rally at Risk CNBC
JPMorgan’a $20 Billion Loan ‘Credit Negative’, Moody’s Says BL
U.S. Consumer Spending Rose More Than Forecast in February BL
Companies Lift Spending as U.S. Productivity Bypasses Jobs BL
CEOs Tap Record Cash for Dividends as M&A Picks Up BL
Time To Punish The Risk Takers Cross Currents
QE2 - Apres Moi, le Deluge Hussman
Investors are still in something of a "momentum" mentality...and it's not clear that they've pieced out the extent to which this has been reliant on various stimulus measures that are now drawing to a close.
Govern-mental Price
Maestro Nurtures a New Too-Big-to Fail Crisis Johnson
Are Obama’s policies burying the US economy? Jackson
It’s 2026, and the Debt Is Due NYT (Mankiw)
Financial bailouts take advanced nations' debt to post-WWII record WSJ
The rich world is close to the point where it won't be able to bear the costs of another disaster.
Fiscal Showdown Looms WSJ
The ill will that erupted last week has cast doubt on when negotiations will resume.
Shopping the global supermarket of bonds Crescenzi
Caution: More housing woes ahead Fleck
First-time home buyers get shut out by tight credit, cash sales USAT
13% of all U.S. homes are vacant CNN
Chart of the Day: Home Prices Since 1890 Atlantic
LPS: Overall mortgage delinquencies declined slightly in February CR
New Loans Could Raise The Price Of Homeownership NPR
Real estate: It's time to buy again Fortune
A Bounce Isn’t Enough to Recover From a Bubble NYT
“It could take 15 years for stocks to work off the effects of a major bubble”
The Floating Dollar as a Threat to Property Rights Lipsky
Greece vs. Zimbabwe: More on Krugman and Deficits Baker  Krugman
Kim Jong Il Knows What to Do With $500,000 Pesek  Denninger - Dr. HB - Smith
Enjoying a Low-Volume Levitation Barron’s
Four Stocks to Hold During Treacherous Times Dorfman
Curb your enthusiasm for high-yield stocks G&M
Fed Seat Stalemate Keeps Diamond in the Rough Hassett
How Carrots Became the New Junk Food Fast Company
$2,000 gold possible by year’s end? Brimelow
Now is the time to pick gold Economic Times
Back to Saudi's fault lines FP
Ireland Wants Bondholders to Share Bank Burden, Minister Says   BL
Crisis-hit Portugal urged to accept bail-out Telegraph
Rebalancing the British economy is easier to say than it will be to do King
The volume of European junk-rated bonds has outstripped last year’s record rate FNews
Emerging Market Equity Funds See Worst Yearly Start on Record Dow Jones
Brazil's housing carnival stokes bubble worries Reuters
Crony capitalism: A global malaise, not just restricted to emerging economies MoneyLife
OSFI warns of next global crisis Financial Post
A very special collapse in world trade FT Alphaville
The Chinese Yuan Grows Up--Slowly New America

Disaster-hit Japan faces protracted nuclear crisis Reuters  Update on Japan EB
Japan copes with 21st-century dark age LAT
Unrest in Syria, Jordan Poses New Test for U.S. Policy NYT
Number of the Week: Food Inflation Foments Political Unrest WSJ


Key US Data Releases and Events GInsight Week Ahead CNBC
Unintended Consequences Mauldin
Chance Of US Budget Impasse, Government Shutdown 50-50 -Ex-CBO Director Dow Jones
To QE or Not to QE? That is the Question NTrust
Fed's Bullard Says “Pretty Good” U.S. Economy May Allow Early End to QE2 BL
Q4 2010 Flow of Funds Noland
Stocks: Bracing for Falling Profits WSJ
“This is the first time since margins bottomed in 2008 that we didn't get an improvement.  We are at an area now that is elevated enough to be the peak”
Global Supply Lines at Risk as Shipping Lines Shun Japan NYT
Crash Discussion Swenlin  Tiger North
Could There Really Be A Bernanke Put? Harding  Russell
Bullish, but Time to be Selective Puplava
The President Talks About Jobs Stelzer
Crisis-Era Props Are Falling Away WSJ
How We Spend Money -- in China, India, Russia, Egypt, Brazil and the US Atlantic
Note to Banks: It’s Not 2006 Anymore NYT (Morgenson)
Hedge funds trading cat bonds may see losses of 3% to 6% MW
Living with "fat tails" and coping with risk Reuters
In Prison for Taking a Liar Loan Nocera
Buffett: "It's extremely difficult to value social-networking site companies”
The Incredible Ms. Warren WSJ
The White House aide does a weak-little-regulator routine.
Kansas City's Hoenig announces October retirement from Fed AP
Automakers May Lose 600,000 Vehicles as Japan's Quake Halts Assembly Lines BL
Gold-Stock Valuations 7 ZEAL
As the dust in Japan settles, coal shines G&M
CNNC: Nuclear power still valid China Daily
Does Libya's Oil Industry Reflect its Fate? TIME
Libyan Rebels Retake City Near Key Oil Port as Coalition Increases Strikes BL
Gadaffi's Curse Keeps Haunting Washington Margolis
Saudi Stocks Climb to 5-Week High on Housing Measures; Dar al Arkan Gains BL
ECB close to liquidity deal for troubled banks - source Reuters
The plan will initially be "tailor made for Irish banks"
Portugal crisis deepens even as EU agrees new eurozone fund Inde
Australian Dollar hits post-float high Dow Jones
Fuel tax evasion probe nabs 2 traders Shanghai Times
Venezuela's Chavez: Capitalism Ended Life on Mars Reuters
Thousands Crowd Central London in Budget Protest   CNBC
Biggest demo to hit London DM 200 Arrested

Weekly Focus: Debt and nuclear crises plus indicators in dramatic week Danske
Global Equity BMO  Global Views Scotia
U.S. Stocks Have Biggest Weekly Gain in Almost Two Months on Profit Growth BL


Quantitative Easing: Why It Has NOT Brought Back Inflation EW
Fed's Lockhart: High bar for QE3 Reuters
U.S. Economy Grew 3.1% in Fourth Quarter, Revised From 2.8% BL
Qaddafi Unites Arabs Against Him in Push to Oust ‘Mad Dog’ BL
Bernanke Betting Briefings to Bring Clarity, Not Volatility BL
Stock Market In A State Of Denial Comstock
Morgan Stanley's Deep Secret Now Is Revealed Weil
This whole sorry exercise by the Fed has shown the central bank at its worst.
Unsustainable Budget Threatens Nation Brookings
The unsustainable long-run budget outlook is a growing threat to our well-being
Former White House Economists Say Deficit Is 'Severe Threat' WSJ (Complete via Google)
US update: State and local budget woes Danske
The Treasury Auction Shell Game Schiff
Housing raises US recession alert Saft
Phase Shift: The Next Leg Down in House Prices Smith
US housing barometer points to danger FT
Housing accounts for only 2.3% of the gross domestic product – down from about 6% in the bubble years  
Housing is dead; it can’t hurt the economy MW
IMF Prepares For "Threat To International Monetary System" ZHedge
The Austerity Delusion Krugman  Dr. HB - RB - Mish - ETFD
Household wealth down 23% in 2 years - Fed CNN
"Renminbi Going Global" Econbrowser
Think About Sin When Bonuses Are Revealed Lowenstein
Eyes Open, WaMu Still Failed Norris
G.E.’s Strategies Let It Avoid Taxes Altogether NYT
General Electric is skilled at avoiding taxes, lately to the extent that the Treasury owes the company money.
BofA Will Help Demolish Detroit's Abandoned Homes HP
Silver Review and Outlook Butler
Sparkling debut for lead futures   Shanghai Times
New name for marijuana: Alternative investment Reuters
Portugal Crisis Highlights Euro-Zone Economic Divisions BL
Portugal’s government collapse complicates Europe’s problems El Erian
Portugal downgraded for second time FT
ECB talks rate hikes, braces as Portugal crisis deepens Reuters
Why Portugal won't bring down Spain Barr The deleveraging pain in Spain FT Alphaville
Ireland’s Borrowing costs hit 10pc as euro crisis deepens Irish Inde
Irish economy shrinks for 3rd straight year AP
Irish Banks May Need $39 Billion More Aid, Analysts Say BL
Japan's deflation tightens grip Dow Jones
The 24th straight month of decline
IMF says no sign of repatriation lifting Japan yen Reuters
Trichet, King Haunted by BOJ’s Premature Interest-Rate Errors BL
Standard of living to fall for two years, economic forecaster warns Telegraph
Canada’s Mortgage Monster? Pension Pulse

Sanctions in 72 hours: How the U.S. pulled off a major freeze of Libyan assets WP


Portugal Said to Need as Much as $99 Billion in Bailout BL
Bernanke to Hold Press Briefings After FOMC Meetings BL
U.S. Postal Service Cutting 7,500 Jobs, Closing 7 Offices BL
Euro's Collapse Is Not 'Unthinkable': Warren Buffett CNBC
Durable Goods Orders Plunge; Jobless Claims Edge Lower CNBC
Worst Texas Drought in 44 Years Hits U.S. Wheat, Beef Supply BL
Utah raises standard in anti-Fed campaign FT (Complete via Google Jump)
This proto-gold standard in the American west is a rebuke and challenge to the Fed, and a reminder that easy monetary policy since 2007 has won the central bank many more enemies than friends
The Road to Fiscal Crisis Project Syndicate
America’s too-big-to-fail banks are well on their way to becoming too big to save.
Cohen sees "train wreck" in muni bond market Reuters
Equity bull rally is just pausing for breath Birinyi (Complete via Google Jump)
Economist: China's economy to double that of US in 20 years PDaily
China's growth isn't a threat: Summers China Daily
Nations must move "past the idea that the prosperity of one country is a threat to the prosperity of others".
Bill Miller vs The S&P 500 BeSpoke  Mish - Panzner - Sheehan - ZHedge
Japan’s Earthquake Might Hasten Bernanke’s Exit Baum
Lady Gaga Shaming Those Spending $309 Billion Pesek
Capital controls: A meta-analysis approach Reinhart and Rogoff
US monetary policy and the saving glut VOX
Banks Hit for Credit Union Ills WSJ
Bernanke says bank overhaul will help small banks AP Text
When Banks Won't Help Homeowners, Scammers Help Themselves HP
Blankfein Checks Profit Daily, Prefers Voice Mail to E-Mail BL
Recession Caused Sharp Decline in Start-Ups WSJ
Critics say companies waste cash on buybacks USAT
Extracts from an old interview with the new hedge fund king Business Day Full
More Chinese companies face lawsuits in the US Finance Asia
China May Match India as World's Biggest Gold Consumer on Investor Demand BL
The cotton is high, and apparel prices will soon follow G&M
Commodity prices in pictures Econbrowser
Socrates Defeat Pushes Portugal Closer to EU Bailout BL
Portugal vote highlights another EU debt-plan flaw MW
Moody’s Cuts Ratings on 30 Spanish Banks After Country Downgrade BL
“It is...increasingly likely that the sovereign will not be prepared to write all banks a blank check.”
Germany Steps Away From European Unity NYT
'A Costly Defeat for Deutsche Bank' Spiegel
Sainsbury's warns on 'sudden' downturn Inde
China Surpasses Japan in % of World Market Cap BeSpoke

The Roots of Fukushima Asia Sentinel
Nuclear Crew Returns to Reactor as Tokyo Dispenses Bottled Water BW
Radiation fears grow over contaminated food AFP
Japan radiation fear sparks S.Korea diaper rush Reuters
Japan Likely to Fall Back into Recession Morgan Stanley


Portuguese Premier Resigns After Austerity Plan Rejected Reuters
Portuguese Parliament Rejects Government’s Deficit Plan BL
U.S. New-Home Sales Unexpectedly Fall to Lowest on Record BL PDF
Tokyo Warns on Water as Radiation Hampers Nuclear Cleanup BL
Radiation in Tokyo Water; US Curbs Japan Food Imports CNBC
Fed Objects to BofA Dividend Rise; Bank To Ask Again CNBC
Fed’s Court-Ordered Disclosure Shows Americans’ ‘Right to Know’ BL
The high court’s order means the Fed will have to reveal an unprecedented level of detail about its discount window lending during the financial crisis...
50 Whys to Leave Your (Risk) Lower Hahn
New Civil War erupts, led by super rich, GOP Farrell
Bubble Spotting Shiller
US Approaching Insolvency, Fix To Be 'Painful': Fisher CNBC
Is the Government's Mortgage Mission Accomplished? Forsyth
How China should rule the world Wolf (Complete via Google)
Bernanke’s Choice Duncan
Higher Inflation Expectations Are Spreading WSJ
Fed and Inflation Paul
In Ron Paul coins, the government does not trust Leonard  Mother Jones
Interview Excerpts: Fed’s Fisher on Voting to Keep QE2 Going WSJ
PragCap - Dr. HB - DeLong - Greenspan - Wieseman - Mogambo - Mish - Sheehan
I've Got a Funny Feeling About the Stock Market Smith
Obama’s wildly dangerous budget Pethokoukis
The risk in carry trades VOX
TBTF & AT&T — a poor combination Saft
Banks Blamed for Ills at Credit Unions WSJ
Corporate insiders react to Japan Hulbert
Reviving the Downtrodden IPO Market FOX
The downside of companies staying private Salmon
Banks' 'Principle' Trades May Escape Volcker Rule HP
Howard Stern sues Sirius for subscriber stock bonuses AP
SPDR Gold Trust holdings slip by 0.91 tonnes Reuters
Goldman: Gold $1,480 in next 3-Months PragCap
Some U.S. States Look At Potential Return To Gold Standard Kitco
Biofuel policy is causing starvation, says Nestle boss Inde
Egypt stocks slump 10% as market reopens - Trading suspended MW
White House: Helping install 'a democratic system' is goal in Libya The Hill
Disaster in Japan Sends Ripples through the Global Economy Spiegel
Japan's Quake Damage May Swell to $309 Billion, Four Katrinas BL
Japan disaster set to be world's costliest AP
Quake Makes Japan a Temporary Third World Asia Sentinel
Japanese manufacturers face further delays in resuming production LAT
G7 yen intervention pegged at $6.5-billion Reuters
Japan banks mull $25 bln loans to nuclear operator-sources Reuters
Japan and the T-Bond Saville
Hong Kong housing bubble? CSM
In January, the price of residential properties increased about 3 percent, which is about 22 percent higher than January 2010.
Germans Losing Patience with Picking Up Tab CNBC
Europe’s Banks Would Need $355 Billion in S&P Stress Scenario BL
UK economy delivers double blow Telegraph
Bumpy Track for China's High-Speed Rail? Asia Sentinel
Irish bankers could have records examined Telegraph


Allies Expand Libya Military Campaign, Debate Command BL
Gary Shilling: 5 things to worry about TTicker
Delta Slashes Japan Capacity, Trims Atlantic Routes on Fuel BL
World Near Tipping Point? El-Erian
How Bernanke May Become von Havenstein Bear’s Lair
Land of The Setting Sun JimQ Seismic Window Saut
The Relief Rally: How Long Can it Last? Harrison VIX Whipsaw BeSpoke
Market now higher than before earthquake   MW
Insolvency Looms as States Drain U.S. Disability Fund WSJ (Complete via Google)
The SSDI is set to soon become the first big federal benefit program to run out of cash
Rantings of an Ex-Maestro Krugman
MyBudget - Leonard - Jubak - Surowiecki - Das - Panzner - Calculated Risk - RB - Murphy
For Fed, breaking up is hard to do Kellner
Raise Rates to Boost the Economy Kessler
Oil and wheat and commodities will see a 20%-30% drop in price as speculators run for the hills
IMM positioning: Explaining the dollar's fading safe-haven flavour Danske Dollar Decline
This isn't your grandfather's global trade collapse VOX
Have Consumers Been Deleveraging? FRBNY
Financier Martin Armstrong Released After 11 Years in Jail BW
Stuck in reverse: Split doesn't fix Citi CNN
The rich make investing mistakes, too G&M
Meredith Whitney an Optimist? There Has to Be a Catch CNBC
If your bank is buying, sell   MW
Is Gold's Record Rise Just a Rejection of Capitalism?   CNBC
Nuclear crisis doesn’t panic cleantech investors Venture Beat
Nuclear Power Runs Amok Koltikoff
Oil Sands: Fueling the Future Casey  The Japanese fuel crisis Oil Drum
Japan renews warning on yen, new offer to opposition Reuters
Japan Economy V-Shaped Rebound Hangs on End to Blackouts BL
Circuit Breakers in Place for Big Egypt Losses CNBC
China orders honesty in property market AFP
China calls for end to US export hurdles China Daily
“If the United States opens its market to China, we can import a tremendous amount of US-made products”
UK households face biggest income fall since 1970s as inflation bites Telegraph
'Phantom giants' will not save eurozone Münchau  Finalnd Holds Key
Euro area: ESM - money on the table Danske
ECB warns on rates, euro zone seals deal on fund Reuters
Meanwhile, Portugal's government warned that it could step down even before that summit takes place...
Euro States Unveil Debt-Fighting Tool BL
Europe Re-Divided? Soros
Canada: foreigners keen on financing current account deficit NBF
Libya: When Bombs Fall and Allies Fall Apart YALE Global


Stocks Gain, Yen Dros as Japan’s Nuclear Risk Eases BL
Portugal gov't nears collapse amid debt crisis AP
Gold key to financing Gaddafi struggle FT
Those reserves, among the top 25 in the world, are worth more than $6.5bn at current prices, enough to pay a small army of mercenaries for months or even years.
Sales of Existing Homes: Decline in February Raises Level of Concern NTrust
What has economists most on edge: Oil prices CNN  Only 7% Believe in Goldilocks
This Is, Because That Is Hussman
Risk trade clouds long-term investors WSJ
American jobs, factories and investment: the picture is grim Jackson
Events in Libya and the Middle East will shape prospects, not those in Japan King
Panic Could Do More Damage to Global Growth than Japan's Earthquake WSJ
Is it a correction -- or just a blip? Market experts are trying to figure out direction WP
Rich Feel Good Again About What They Do Best Baum FireDogLake
Maria Bartiromo interviews Meredith Whitney USAT
Whitney seems to be softening her concerns about a looming muni meltdown...
Price dynamics Econbrowser  Bronte - Smith - Panzner - Mish - Keen - PragCap
Stench of CalPERS' financial scandal lingers LA Times
Atlantic City casinos see 6.2 percent visitor drop AP
Where Will Warren Buffett Hide From Goldman Sachs? CNBC
Buffett Won’t Sell Japan Shares as Quake Creates ‘Opportunity’ BL
Japan’s Coming Recovery Rewards Savvy Investor Dorfman
Panic buying raises prices on Toyota Prius and Honda Fit USAT
Iran Bought Gold to Cut Dollar Exposure FT
“The totality of central bank reserves is not what is reported to the IMF”
Will the Fed Blow a Gold Bubble? Pollock
Gas prices climb nearly 7 cents a gallon CNN
Little regulation, lots of risk can leave gold investors on shaky ground SSentinel
Crude's watchdog ready to bark National
Is the nuclear renaissance over? Brimelow
Workers pulled at Japan nuke plant as smoke rises AP
Japan Atomic Crisis Eases -- U.S. Says Worst May Be Over BL
Japan’s ‘BP Moment’ Is Global Economic Problem Pesek
Moody's: Japan has fiscal, credit means to deal with Reuters
Contractors Rush in as Kan Pledges to Rebuild After Japan Quake BL
Japan considering earthquake tax breaks: report MW
Safe nuclear exists and China leads the way with thorium Pritchard
What China’s panic-buying of salt means MW
Emerging markets: New challenges after the global crisis VOX
The Canada bubble Macleans

Credit Card Debt Is Falling, But Only Because Of Defaults, Report Says HP
Number of the Week: Household Debt May Be Accelerating Again WSJ


Key U.S. Data Releases and Events GInsight
Missiles and planes strike Libya BBC  ABC
Libya Oil Chief Says Crude Production Could Reach a Halt Due to Conflict BL
Comstock’s Macro Viewpoint Comstock
The End of QE2? Mauldin
Easy Money and the Decapitalization of America CATO
Mega-Banks and the Next Financial Crisis
Hedge-fund manager Paul Singer recognized the risks of subprime mortgages and bet against them. Now he warns that monetary policy could cripple American banks again.
Preparing for the "Bang!" Swenlin  Silver in SPX Selloffs ZEAL
Ten Plays for a Market Correction WSJ
Equities Investors, Don't Despair Barron’s (Complete via Morningstar - via Google)
Reasons to Distrust the Snap-Back Rally! Harding
Quake Response Puts Yen on the Line Schiff
Global economy faced with a new recession G&M
Over to You, H. Parker Willis Grant  Milton Friedman's Contraption North
Economic Collapse - Puplava
Municipal Bonds: Avoiding the Next Blowup WSJ
The municipal-bond market has become a bastion of calm—for now.
A Shift in the Balance of Debt Obligations NYT
Share the Risk and Share the Harvest NYT (Shiller)
Key Market Trends between QE1 and QE2 NTrust
Nearly 20% of Florida homes are vacant CNN
U.S. cost of living hits record, passes pre-crisis high CNBC
TARP’s Watchdog: A Tough Act to Follow Morgenson
An Advocate Who Scares Republicans Nocera
Hedge funds hit by quake-fueled market selloff MW
Buffett Generates $3.7 Billion on 2008 Goldman Investment BL
Berkshire still holds warrants to buy $5 billion of the New York-based bank’s common stock with a strike price of $115 per share
Gold rises as investors seek cover Dow Jones
Nuclear Fallout Sinking Uranium Takeovers 28% Below Offer Prices BL
Synthetic fuel sees new life G&M
Ex-Goldman programmer gets 8 years for code theft Reuters
Miss the Rajaratnam Trial? Listen to What Happened CNBC
Harvard MBA Index Flashes 'Sell' Warning CNBC
LA sees supply shopping surge amid radiation fears AP
Gulf stocks rise on Saudi reform, eclipsing Libya Reuters
Libya: Gaddafi told to leave now or face the bombers Telegraph
Libya says may give oil deals to friendly nations Reuters
Gunmen Kill 45 Protesters in Yemen WSJ
This time, Japan shares really are cheap MW Japan: Record $956 million flows in
Supply concerns grow as Japan lacks parts, power Reuters
Global manufacturers wrestle with Japan supply gaps Reuters
Tokyo firms eye moving to Osaka Japan Times
Quake cleanup could swamp Japan with debt MSNBC
Japan officials say no plan for BOJ to underwrite debt Reuters
Yen for Japanese Currency May Fade WSJ
High radiation found in Japan milk, spinach MW
China Tells Banks to Set Aside More Cash as Inflation Stays Biggest Threat BL
Bubble woes for art exchange Shanghai Daily
In the past three years alone, items as varied as garlic, mung beans and ant-based aphrodisiacs have all experienced investment frenzies.
Asians March Into Africa Asia Sentinel
Egypt PM sees bourse announcement soon: agency Reuters

Japan’s Bonds Post Biggest Weekly Gain in Five Months After Quake, Tsunami BL
Weekly Focus Danske Global Views Scotia Global Equity