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He's Back Noland Looking at the Middle Kingdom with Fresh Eyes Mauldin The Great Backlash Roubini U.S. bond market faces possible reckoning Reuters Fed Officials Downplay Financial Stability Concerns WSJ Reconciling Hayek's and Keynes' views of recessions VOX That Old-Time Inequality Denial Krugman Commodity prices and resource scarcity EB Global Views Scotia Global Equity BMO
Icahn Says He’s Never Out Given Inside Information BL Not Walking the Walk on Board Diversity Morgenson BlackRock's Fink jolts ETF business with 'blow up' warning Reuters 18 Years, No Profit, $1.9 Billion in Stock for Employees: Which Dot-com? WSJ This Fact About The Clippers Sale Will Enrage You HP
China Manufacturing Gauge Rises to Five-Month High BL Draghi Gets Ready to Go Negative as Inflation Sinks BL Time for ECB to put money where its mouth is Reuters Loonie Key to BoC Rate Cycle BMO U.S. and China square off at Asia security forum Reuters
How The "New Normal" Distorts Economic Growth Perceptions Comstock China Sets America’s Mental Trap Roach 'Mysterious' bond market move could continue CNBC Stocks could fall 15% to 20% as “QE fluff” comes out of the market MW The full Minsky Economist Equities Monthly NB Financial Global Forecast Update Scotia The disappearing real estate agents of California Dr. HB Still Think the Fed Isn't Fueling Inflation? Check Out This Chart Smith Second Verse, Same as the First RB US GDP Even Worse Than It Looks, Again Rubino
U.S. Seeking More Than $10 Billion Penalty From BNP Paribas BL Bitcoin is back! Price surges above $560 CNN FT journalist accused of serious errors in Thomas Piketty takedown Guardian Economist The Case for Ignoring Jennifer Lopez When Making Trades BL Ballmer bids $2bn for LA Clippers FT U.S. Solar Power Rises 79% as Home Panels Beat Warehouses BL
Japan Inflation Quickens to Fastest Since 1991 BL Second Asian crisis looms in Japan tax hike Standard Investing for a China Crisis Shilling Chinese property developers facing 3-year slump as good times end SMCP WSJ: “The downturn this time is more serious compared to 2008 and 2011” Rajan: Be very afraid, a storm is coming in from China Evening Standard Why China booting McKinsey makes me nervous WP Europe has an even bigger crisis on its hands than a British exit Pritchard Is There a UK Housing Bubble? PIMCO 4 Mistakes to Avoid in International Investing Schwab China's Ready to Rumble BL Vietnam: Ready to rumble FT (via Google)
U.S. Economy Shrinks for First Time Since 2011 BL Get ready for a major market move MW Is the Stock Market Behaving Like It's 2007? Barron’s “When Does the Story Break?” Outside The Box€ť The modern investor’s manifesto (Part II) Price Goldman’s Cohn Says Inactive Trading Environment Is Abnormal BL Stock-market bulls and bears face off over these 11 charts MW Bad Credit No Problem as Balance-Sheet Bombs Rally 94% BL GDP: Grim, dim & puny Crudele
Wall Street Threaten to Blow Up Economy If They’re Prosecuted Wash Blog Apple's $3 Billion Deal To Buy Beats Is Official HP Millionaire Walmart CEO Says He's Just Another Associate HP Solar power forces day of reckoning for utilities MSN Technology to spark social unrest? MW Commodity Price Index Scotia COMEX Silver Futures Positioning Shows Potential Short Squeeze GGR The case for buying gold MW
Europe has an even bigger crisis on its hands than a British exit Pritchard Zero Down Payment? China’s Developers Get Desperate WSJ Property market 'too big to fail'? China Daily Industrial profits rise slower at nearly 10% SD As Korea’s Reserves Grow, So Do Questions About FX Intervention WSJ France Budget Forecast "Wildly Inaccurate”... Mish Europe’s Ukrainian Lifeline Soros Ruble Bears Unimpressed by Rally as Putin’s Economy Sinks BL Russia Urges “Emergency Steps” Over Ukraine After Rebel Losses BL
The Underpants Gnomes Things That Make You Go Hmmm... Signs Of An Aging Bull Market STA Yellen Concerned by Housing Slowdown She Has Scant Power to Cure BL The doomsayers and the disasters that never arrive WT Despite Growing Energy Independence, U.S. Cannot Escape Global Risks Brookings Interview With James Rickards, Author of "The Death of Money" via Mish Here Is The Mystery, And Completely Indiscriminate, Buyer Of Stocks In The First Quarter ZH Consumers Are Back to Paying Mortgages Ahead of Credit Cards WSJ
IBM Faces Further Trouble in China BW Someone Posted A Bunch Of Private Equity 'Trade Secrets' That The Industry Wants To Keep Under Wraps BI CEO Pay Crosses Ridiculous Threshold HP Pimco rehires McCulley, this time as chief economist and public face Reuters 'Fabulous Fab' will not appeal fraud conviction Telegraph 'Gold is breaking down': Dennis Gartman CNBC Here’s the real reason gold is falling Hulbert Oil stays above $104 on crises in Ukraine, Libya AFP
China Banks Bad-Debt Ratio Seen Rising to Most Since 2009 BL China acquiring recklessly, just as Japan did in 1980s MW China's Xi Takes On Corruption Shilling Soros helps Chinese push into Spanish property CNBC ECB research No. 5: The end of ECB's easing cycle? Danske Nationwide says 'housing bubble' could burst as profits quadruple Telegraph Brazil’s Lasting Inflation Raises Fears of Out-of-Control Prices WSJ Japan’s New Souvenir: The Toilet Seat WSJ
Consumer Confidence Posts Strong Outlook 24/7 U.S. Interest Rates: The Potential Shock Heard Around the World Economonitor Mish What Mr. Bond is telling the market Rosenberg Dear Investors: China's Problems Are Your Problems Shilling Europe's cost bloat makes its future gloomy Hutchinson Flashboys and ‘Investor’ Outrage TCrisis The Housing "Recovery" in Four Charts Smith It’s Really Quiet Out There Alhambra Climate science is a hoax: Big Oil, GOP, God say so Farrell This rally is not built to last MSN IMM positioning: Markets add further to EUR shorts Danske Global income distribution since 1988 VOX
Thomas Piketty accuses Financial Times of dishonest criticism Guardian Krugman Venezuela Reaches Deals With Six Airlines to Repay Dollar Debt BL China seeks bigger sway in gold trade China Daily Barclay’s Gold Manipulation & Dr. Evil Armstrong Vietnam cbank vows to intervene in gold market to maintain stability Tuoitre
EU Austerity Rethink Urged as Voters Back Protest Parties BL ECB research No. 4: Implications of negative rates - the Danish experiences Danske Portuguese Bonds Advance With Ireland’s Amid ECB Stimulus Bets BL Yen Contrarian JPMorgan Joins Consensus Victorious: Currencies BL Real Estate Tycoon Sees Titanic Moment for China’s Housing Market WSJ China Pushes Banks to Remove IBM Servers Over Spying Claims BL Russia-China gas deal could ignite a shift in global trading Telegraph What Russia-China relations mean for the dollar CNBC Will Asian Gas Deal Quash Canada's LNG Export Hopes? Rubin Vietnam, China trade accusations after Vietnamese fishing boat sinks Reuters
U.S. markets closed Monday Exit Strategy Hussman A Bubble in Complacency Mauldin The stock market is sleepwalking to record highs MW Retail Death Rattle Grwos Louder JimQ A view from inside the bubble RB Gold prices heading higher as Modi eyes change to India’s import rules Telegraph Hard Commodity Prices Will Continue to Fall with Decade-Long Slowdown in China Pettis
China Central Bank Cuts Corporate Spread Most Since Crisis BL Li: Maintaining credit growth is key China Daily UK interest rates could rise sooner than spring 2015, says Bank deputy Guardian EU Protest Forces Surge Posing Threat From U.K. to Greece BL
The Global Week Ahead Scotia How the Euro was (Really) Saved Noland Multi-Asset Insights: What is the forward curve telling us about US Treasury yields? Schroders Buying Insurance Against Climate Change Shiller Are Some Proven Investment Strategies Too Simple To Accept? Harding Federal Reserve weighs options on how to raise US rates FT Global Views Scotia Global Equity BMO Long-Term Outlook: Destiny Dictated by Demography? BMO Spillovers from systemic bank defaults VOX The Deal’s Done. But Not the Fees Morgenson Piketty findings undercut by errors FT Federal workers owe IRS $3.3 billion CNN Energy Stocks No Bear Refuge ZEAL
Weekly Focus: It's time for the ECB to deliver negative rates Danske BOJ’s Kuroda Talking More Like His Predecessor WSJ Russia's gas king taunts crumbling Europe over China pipeline coup Pritchard Iranian billionaire executed over $2.6B bank fraud AP
Big investors are betting against housing MW Whacking the economy with a wrench Saft Everything the Fed thinks it knows may be wrong CNBC 4 things doom-and-gloomers get wrong MW Detroit not alone, expect more bankruptcies: Expert CNBC Summer Doldrums Arrive Early BeSpoke Kass You should fear 'the banksters,' not the stock market The Week Bubble States Underemployment Rates Haunt Yellen BL Exclusive: Goldman's Cohn takes on Washington to defend commodities Reuters The meetings with lawmakers and the Fed, which haven't been previously reported, show how hard Goldman is fighting to hang on to its commodities business. Barclays fined for handling of gold prices Reuters The FCA and several other regulators, including Bafin in Germany and the U.S. Commodity Futures Trading Commission, have indicated they also are looking at the gold fix. Wall Street Finds New Subprime With 125% Business Loans BL HP may cut up to 16,000 more jobs as results disappoint Reuters GM recalls may keep rolling in through mid-summer CNBC Amazon to Increase Robots from 1,400 to 10,000 by End of 2014 Mish German Business Confidence Declines as Economy Seen Slowing BL Euro hits three-month low after German data surprise Reuters ECB research No. 2: ECB's inflation projection, exchange rate and global food prices Danske Spain With Greece Win Higher Debt Ratings on Growth Outlook BL CCB gets board approval for London branch CD China shadow banking fears: Overblown or justified? CNBC Internationalization of the Renminbi: The Role of Trade Settlement IIE Thai stocks sink after coup, currency stabilizes AP
Russia, China agree on $25 billion prepayment under supply deal: Gazprom Reuters
Gain in Existing U.S. Home Sales Lifts Spring Prospects BL Markets†Federal Reserve Love Story El-Erian What Lurks Beneath? Market Calm Unnerves Central Bankers BL The concern of policy makers is that their easy money is making investors complacent... Gave & Gave … and Hay Outside The Box Marc Faber: 'This is not a very healthy market' CNBC Bitcoin hater Schiff now selling gold for bitcoins CNBC Beware, climate-change deniers Farrell Junk-Rated? Horribly Illiquid? Perfect, Iâ€ll Buy Them All BL More Gloom for the Long-Term Unemployed, from Alan Krueger WSJ What Kills You and Your Investments Ritholtz Get ready for lousy stock returns CNN Hedge Funds Won't Make You Rich BL BofA Scrapping Market-Making Unit Amid Trading Scrutiny BL SEC probes Schwab, Merrill for cartel ties: Sources Reuters Ackman, Allergan trade salvos (again) MW GM Has Recalled More Cars In 2014 Than It Sold In 5 Years HP Self-driving cars: closer than you think? Schroders The Crimean Conflict Has Affected Commodities Markets, Just Not Where Youâ€d Expect PIMCO Research Commodities - Four key factors to drive the aluminium market Dankse Flooded By Gold Smuggling, India's New Cabinet Prepares To Lift Gold Capital Controls ZH Europe's Socialists immolate themselves on altar of EMU Pritchard U.K. Consumers Drive Recovery as Growth Accelerates to 0.8% BL China Manufacturing Gauge Rises in Sign of Stabilization BL Moodyâ€s cuts realty market view to negative SD Another reason to fear a Chinese housing crash Quartz China treads carefully as it pursues influence AP Is the Russia-China Gas Deal for Real - or Just Fumes? BW Philippines Banker Worries About Hot Money WSJ
Treasurys fall as Fed discusses exit plan MW Flash crash could come at any time Fleck Gartman: A correction is coming CNBC Bank of England's Bean sees echoes of crisis build-up in markets Reuters Investors are flocking to riskiest bonds CNBC Commercial Mortgage-Backed Securities: Hot ... But Very Dangerous DShort The modern investorâ€s manifesto (Part I) Price Charles Plosser thinks thereâ€s a ticking time bomb at the Fed MW Speech Fed is Behind the Curve on U.S. Economy, HSBC Banker Says WSJ After Fed, Bernanke Offers His Wisdom, for a Big Fee NYT Is the Piketty Enthusiasm Bubble Subsiding? Triple Crisis Green or Greenspan Zadek Crudele Caesars and the $450 Million 'And' BL “The entire edifice of modern financial capitalism is built on 100-page documents drafted by exhausted 26-year-olds and read by nobody.” Commerzbank suspends traders suspected of forex rigging AFP The head of BaFin's banking supervision, Raimund Roeseler, said evidence had been found that "multiple currencies" had been subject to attempted manipulation. JPMorgan to HSBC Accused by EU Over Rate-Rigging Cartel BL Corzine's ambition led to MF Global demise: Flowers CNBC Ex-UBS Banker Says Strippers Didnâ€t Cause Deal Conflict BL JPMorgan Ex-CEO for China Investment Bank Arrested, Caixin Says BL U.S. may seek more than $5 billion in BNP settlement: Bloomberg Reuters She fought Wall Street; now sheâ€s off to jail MW Gold bar and coin demand slumps to 4-year low CNBC GOLD Central banks continued to purchase gold for its diversification and risk management properties. Paranoia has its limits as gun sales slump MW The best investment of the 20th century? Red wine Telegraph Argentine Peso Posts Fastest Drop in Three Months as Rates Sink BL Iceland Said Close to Inviting Hedge Funds to Talks on Debt BL Morgan Stanley Squares Off Against JPMorgan on Thai Baht BL Home prices spurring a panic or patience? China Daily UK house-building crisis - and how to solve it Guardian Lloyds sets mortgage cap as London property fears rise Guardian
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