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The Global Week Ahead Scotia U.S. Black Friday shopping marked by thinner crowds, protests Reuters The King of Dollar Pegs Noland Jim Rogers Weighs In on Commodities Barrons Jim Puplavas Big Picture: The Endgame - The Grand Finale and The Meltdown FSense Global Views Scotia Global Equity BMO Weekly Focus: OPEC disagreements good news for private consumers Danske CNN Poll: Majority of Americans say things are going well CNN Exclusive: Einhorn - raising new money as performance lags Reuters Financial Represson Authority G. Long
Slamming the Window on Investors Morgenson Billions wiped off energy shares as investors rush for exit Reuters Gold Shortage, Worst In 21st Century, Sends 1Y GOFO To Lowest Ever ZH Deutsche Bank Shutters Precious Metal Trading Amid Cuts BL Guyana Gold CNBC Strategy: Plunge in oil price a double-edged sword Danske Energy's Pain is the Consumer's Gain BeSpoke Speculators increase bets that Brent crude will fall to $65 in first quarter Reuters Here Comes $60 Oil as OPEC Tests U.S. Shale: Chart of the Day BL
Central banks can't raise growth potential, says ECB's Weidmann Reuters China Overtakes Japan as Worlds Second-Biggest Stock Market BL Kurodas Former Boss Urges Ditching of BOJ 2% Inflation Target WSJ Germany and France Aim to Avert a Lost Decade NYT Misplaced Optimism and Fears on Greece Baker
Shoppers rejoice! Black Friday is here CNN Shop Black Friday like a Grinch MW Americans are expected to spend $684 on average for holiday gift giving this year... The 10 worst malls for Black Friday traffic CNBC Tightening by superpower Fed trumps mini-stimulus in Europe and Asia Pritchard The Federal Reserve Bank of St. Louis' Housing Market Conditions Report FRBSL Keynes is slowly losing (winning?) Marginal Revolution The Myth Of The Keynesian Multiplier Forbes
Euro Inflation Slows to 0.3% as ECB Set to Discuss Stimulus BL Eurozone data adds pressure on ECB to act MW Lending to euro zone private sector shrinks again Oct - ECB Reuters Draghi Joins Carney in Hiring Consultants to Review ECB Tasks BL Italian Unemployment Rises to Record, Above Economists Estimate BL Japanese Sovereign Debt Yield Turns Negative WSJ Lacklustre Japan data paints gloomy picture for Abenomics AFP Russian Recession Risk Seen at Record as Oil Saps Economy BL Russian oil oligarch: '$60 and below is possible' Reuters Russias Oil Giant Battles Debt After $55 Billion Deal BL Why Russia Said 'No Deal' to OPEC on Cutting Oil Production BW In France, New Review of 35-Hour Workweek NYT Microsoft in tax evasion controversy China Daily Three of Tesco Cheshunt Eight have left following accounting scandal Guardian The Next Phase of Chinas Financial Deepening Project-Syndicate
Stray Reflections Outside The Box Deja Vu All Over Again Kass Swiss vote provokes '6,000-year gold bubble' attack Pritchard Citigroup Seeing Gold as Bitcoin Says Swiss Vote Makes No Sense BL Gold price eyed as investors await Swiss vote CNBC
Colt warns it could miss May bond payment MW Why Losing Costco Would Matter for American Express; Discover Sues Visa Barron’s Oil sinks after OPEC holds onto production target MW
Draghi Quest to Reach QE Consensus Starts With Asset Choice BL German Jobless Rate at Record Low as Confidence Improves BL Spanish Consumer Prices Decline More Than Forecast BL
How Could It Happen? Things That Make You Go Hmmm... Grand Central: New York Fed Declares Household Deleveraging Over WSJ October volatility a preview of what's ahead El-Erian Junk-Loan Volume Plunges as Yields Rise: Credit Markets BL New Mortgage Lending Drops to 13-Year Low WSJ JPMorgan Data Breach Shows Need for Global Crackdown, ASIC Says BL Financial Repression Authority Long & Merk World Headed For Massive Chaos As Next Crisis Set To Unfold Embry Hard To Say This Is Bearish Ciovacco An Unbeatable Investment for Millennials BL Tech Bubble Won't Burst In 2015. 2016? BL Coca-Cola enters dairy market with “Milka-Cola†Guardian The Dangers of Euphoria in Real Estate Investments APViewpoint Oil Bust of 1986 Reminds U.S. Drillers of Price War Risks BW Leaked: The Oil Lobby's Conspiracy to Kill Off California's Climate Law BW Greenspan Is Thinking About Gold At The Right Time Forbes Fears that “dangerous†Switzerland referendum could spark gold rush Guardian Chinese Central Bank Now Favors Savers Over Banks BL Japan Is Running Out of Options Pesek Euro-area credit monitor Danske The Tortoise and the ECB PIMCO Merkel Said to Reject Ukraine NATO Bid as Rousing Tension BL Merkel Will Blink First, Not Putin Mish Household Debt at New Record High Chosun
Two mini-flash crashes rock stock market Tuesday MW
Orders for U.S. Business Equipment Unexpectedly Fell in October BL Consumer Confidence in U.S. Unexpectedly Dropped in November BL Home prices up more than expected: S&P/Case-Shiller CNBC Economy in U.S. Expands 3.9%, More Than Previously Forecast BL How To Navigate Currency Debasement Hahn What Could Stop This Unstoppable Stock Market Rally Fiscal Times “Thanksgiving Recipe" Saut Monetary Policy When the Spyglass Is Smudged FRBSF The Federal Reserve’s Escape from New York Project-Syndicate Nothing Has Changed--and That's the Problem Smith Nasdaq New Highs BeSpoke
Ferguson Police Officer Avoids Charges as Protests Erupt BL Hedge Funds Lose Money for Everyone, Not Just the Rich BL Gold may see ‘decent recovery’ to $1,400 MW The World Is Awash In Oil Yardeni Israel firm builds fast charging tech SD Of all the pianos in the world, one sells for $2.9M NYT Japan's young fret as unexpected recession hits AP BoJ policymakers divided over extra stimulus: minutes AFP OECD Sees Eurozone in “Stagnation Trap†WSJ BoE's new advisor likes to let governments escape their debts Warner Euro area deflation monitor Danske Realtors get inventive to beef up sales amid property slowdown China Daily Home truths: high prices are here to stay Brisbane Times Report: China building 'airstrip capable' island in disputed waters CNN
A Most Important Distinction Hussman The Fed has boxed U.S. into a tough easy-money corner Das On the Verge of Chaos Mauldin “Smacking a skunk with a tennis racket†Price The bearish global leading indicator Hutchinson Why Countries Wage Currency Wars Shilling Global business confidence plunges to post-crisis low CNBC Central Banks: When We Succeed, We Fail Smith Grand Central: A PBOC Reporter Points to Threats for World #2 Economy WSJ Financial Repression For Dummies G. Long Dollar Collapse The Wisdom of Peter Schiff Krugman Breadth Divergence: Are The Bulls Missing This? Ciovacco
Questions, answers about Detroit's bankruptcy AP Exclusive Interview with CEO of World's Largest Gold Miner -- Chuck Jeannes, Goldcorp Sprott Sun sets on Opec dominance in new era of lower oil prices Telegraph Draghi Urgency for ECB Action Gets Final Reality Check BL Exclusive: China ready to cut rates again on fears of deflation - sources Reuters Interest rate cuts tackle financing costs China Daily China’s Over-Reliance on Guaranteed Loans, in 3 Charts WSJ Bad News Mounts for Chinese Banks. Funds Grow More Bullish BL Beef the New Red Bull as Burger Craze Takes Off in Hong Kong BL As debt piles up, Japan tries to lock in low borrowing costs Reuters Bailouts, bail-ins and the banks: why we can’t afford another financial crisis Guardian BoE probes alleged auction rigging Guardian
The Global Week Ahead Scotia Memories - of 2012 and 2007 Noland Theres a Giant Contradiction at the Heart of the U.S. Economy Irwin Bring On the Currency Wars WSJ The Week That Shook the Fed Morgenson Markets Love Central-Bank Gifts El-Erian U.S. Sees Record Foreign Inflows As Economic Indicators Reach Decade Highs Puplava Global Economies Will Dictate Rate Hike Timing Harding Mixed fortunes drive the outlook for holiday spending NTrust Rolling along - for now Schwab US can't dodge global slowdown forever CNBC Gold: Now What? Aden GLD and Gold's Selloff ZEAL Entities Owning Paper Gold Are Now Getting Very Nervous Turk Feds Bullard Says Markets Misread Him In October Bond-Buying Dustup WSJ Global Views Scotia Global Equity BMO Weekly Focus: Big drop in oil prices to boost consumption Danske Dissing U.S. Disinflation Talk BMO If the Right is wrong on climate change, the Earth burns Farrell House Republicans Sue Obama Over Health Law Implementation BL Future dim for Taj Mahal, former Revel casinos AP
Is China Building a Mortgage Bomb? Pesek ECB's Draghi throws door to quantitative easing wide open as recovery wanes Reuters China's 600 Million Internet Searchers Nudge Global Web Toward Censorship BL Chinas New Global Leadership Project-Syndicate
Gold rallies to three-week high after surprise China rate cut Reuters Federal Reserve put financial system at risk, Senate report finds Guardian -- Wall Street Bank Involvement With Physical Commodities (Day One) Senate Crash-caller Schiff says Fed will cause next one MW How The Feds ZIRP Is Fueling The Next Subprime Bust Stockman Have Central Banks Entered an Undeclared War? Smith Feds Bullard: Fed Has Boxed Itself In When It Comes to June Rate Hike WSJ Feds Dudley Sees Loss of Trust in Banks as Threat to Stability WSJ Fed inflation goal and the coming years mirage Saft Strategies for Addressing Capital Flight, Part 1 Triple Crisis Falling wages at factories squeeze the middle class NYT Have changing household composition and retirement caused the decline in median household income? MW
Here Are Goldman Sachs's Top Trades for 2015 WSJ Bankers Lie. So Does Everyone Else. BL SEC director with big stock holdings stirs debate Reuters Soros invests $500 million with Bill Gross MW If Pimco Were A Country, It Would Be The Most Unequal Place On The Planet HP Cash Is for Losers! BW Doomsday pope warns man's greed will destroy world AFP Fed Faces Pressure to Rein in Wall Street Commodity Businesses BL Unusual gold moves in Asian hours puzzle jittery traders Reuters China triple bubble points to long slide for commodities MW
China cuts interest rates to lift sagging economy Reuters Draghi signals ECB ready to step up asset-buying MW Hard Evidence: is the UK facing another financial crisis? Keen Italy accuses Brussels of shaky accounting FT (via Google) Abe Listening to Krugman After Tokyo Limo Ride on Abenomics Fate BL That nailed Abes decision -- Krugman was Krugman, he was so powerful Aso Warns on Speed of Yen Drop While Saying Rate Is Up to Market BL Japan Should Be More German Pesek Why the Bank of Japan is Wall Streets new BFF Arrends PBOC Said to Inject Funds as IPO Demand Triggers a Cash Squeeze BL Osborne backs down over EU cap on bankers' bonuses Guardian
Philly Fed Hits a 21 Year High BeSpoke Why the Bull Market Is on Borrowed Time Fiscal Times Turning to One Debt to Pay Off Another NYT Fed and Markets More Co-Dependent Than Ever El-Erian Pettis: Spain Needs to Debate Leaving the Euro; Tooth Fairy Economics Mish Recessions Leave Permanent Scars, Fed Research Finds WSJ The latest M&A boom is going to end badly Hulbert Currency carry trades are not what you think VOX What's Scarier Than DE-flation? EW Crude and Credit Warn Of The Elongated Cycle Double Peak Alhambra Quick, Some Meaningless Budget Numbers from the NYT Baker Notes on Russia Outside The Box
Senate Report: Wall Street Banks Manipulated Prices At Consumers' Expense HP Walmart officially in the running for worst corporation in the world Guardian Goldman fires staff for alleged NY Fed breach FT Caesars reveals plan after creditor walks away AP Goldman, Morgan Stanley Commodities Heyday Gone as Units Faulted BL Goldman accused of exploiting metal storage rules CNBC Gold: Its Time to Buy Barrons Cheap-Oil Era Tilts Geopolitical Power to U.S. BL Oil and gold price plunge does not signal a global recession, experts say Guardian Oil industry risks trillions of 'stranded assets' on US-China climate deal Pritchard
China's factory activity stalls in November China Seen Boosting Banks Lending Power to Help Spur Growth BL Era of yuan cooperation starts for ASX and BOC SD Japan Exports Rise Likely A False Dawn WSJ Japan's Warning to the World BL
Fed Officials on Lookout for Decline in Inflation Expectation BL Minutes The curse of weak global demand Wolf (via Google) Yellen Gets That Sinking Feeling Greenspan Once Knew BL Republicans looking to turn up heat on Fed in 2015 CNBC Grand Central: Fed Coming Under Pressure From Both Left and Right WSJ Yellen Should Not Let Wages Be Her Guide Baum 3 lessons from the stock-market anniversary everyone forgot about Hulbert Debt trouble comes in threes BIS The Risks to the Inflation Outlook FRBSF Corporate Bond Spread Versus Treasuries Widens to Most in 2014 BL Why Living in a Post-Bubble World Is No Fun Smith
NYSE cancelling Home Depot trades below $93.33 MW U.S. judge accepts broker's guilty plea in IBM insider trading case Reuters Goldman Sachs Said to Dismiss Currency Trader Over HSBC Probe BL Saudi oil policy uncertainty unleashes the conspiracy theorists Reuters Why Putin is buying so much gold CNBC Gold investors feel like the bees of the financial markets Myrmikan
ECB entering 'very dangerous territory' warns S&P Pritchard China's Stock Exchange Link Fuels U.S. Buying as ETF Swells Toward Record BL Chinese borrowers raise multi-tranche bonds Finance Asia Risky rewards for China's overseas investment boom AFP Chinas home prices fall in October SD BoJ keeps economic outlook despite Japan sinking into recession AFP Russia Delivers a New Shock to Crimean Business: Forced Nationalization BW Lenders report 'out of control' investor interest in new subprime product Scotsman
Industrial Output in U.S. Unexpectedly Fell in October BL Is This Purgatory, Or Is It Hell? GMO Quarterly "Crude Oil?" Saut 'Major correction' in 3 to 5 years, Icahn says CNBC FX Forecast Update: The Fed and the rest Danske
Seven big U.S. companies paid CEOs more than Uncle Sam in 2013: study Reuters 10 brilliant quotes from Warren Buffett, Americas second-richest person Fortune Madoff recoveries top $10 billion with new deal CNBC The Mystery of 12,000 Missing Teslas: Overseas Boom or Waing U.S. Demand? BW Steven Cohen's ex-wife can ask about this: Judge Reuters Gold Lending Rate Most Negative Since 2001 on Longer Refining BL The Commodity Supercycle Ain't Over - Yet Market Anthropology
Disappointment Becomes Norm for Global Growth as Japan Contracts BL What might the failure of Abenomics mean for Japan? Fabius Maximus Japan can't print people Saft Abes $1 Trillion Stock Market Gift Shields Investors From Recession Gloom BL Japans debt problem in perspective FT Japan proves QE doesn't work: Expert CNBC Japan's 'Abenomics' can survive quadruple-dip recession Pritchard Why Japan's Economy Is In A Ditch -- And What Must Be Done To Pull It Out Forbes Chinas new-home prices slide further MW ong Kong authorities begin clearing main protest camp AFP Putin's Reach:Merkel Concerned about Russian Influence in the Balkans Spiegel
These Go to Eleven Hussman Brave new world Price 2015 Is Shaping Up to Be a "Turkey" of a Year for the U.S. Economy and Stock Market Kasriel We Need Stock Prices to Fall 25% WSJ Investors Still Betting Against Bonds Despite Massive Losses: Poll BL What The Fed Has Wrought JimQ The Cruel Injustice of the Fed's Bubbles in Housing Smith Low rates not creating stock bubble: Fed's Powell CNBC Modern accounts are instruments of deception Hutchinson Bubble Behavior? Alhambra The Money Supply Decelerates in Oct - the Risk of an Economic Bust Just Went Up Pollaro What restaurants are telling us about the U.S. economy MW Markets 'living on borrowed time': Wilbur Ross CNBC
Fed hosts meeting with banks, regulators on LIBOR alternatives Reuters Euro zone's troubles, gold vote test Swiss central bank Reuters Swiss Gold Referendum in Perspective Mish The Real Reason Why Germany Halted Its Gold Repatriation From The NY Fed ZH Sprott Hedge Funds Cut Gold Bets in Fastest Exit This Year: Commodities BL Bubble in the Oil Patch Yardeni Allergan near buyout of up to $65 billion to escape Valeant, Ackman: source Reuters The Folklore of Finance: Beliefs That Contribute to Investors Failure NYT Too Big To Fail, explained by champion bodybuilder MW
Japan slides into recession as tax hike takes toll AP Japans Game-Changing Recession Shocker WSJ Brazil's central bank steps up forex intervention MW Investors eye quick gains from HK-Shanghai exchange tie-up FT China Stocks Rise as Foreign Buying Quotas Approach Limit BW Shanghai Stock Buying Tops Hong Kong by Tenfold in Link BL China Banks' Bad Loans Rise Most Since 2008 BL Ruble Less Respected Than Rand as Volatility Hits Record Reuters Height of ambition, or of folly? London's skyline knows no limit Observer David Camerons economic warning lights: dark days ahead? Guardian
The Global Week Ahead Scotia Financial Sphere Bubbles Noland Tim Price on Financial Repression G. Long G-20 Plans $2 Trillion Growth Boost to Uneven Global Economy BL Global Views Scotia Global Equity BMO Weekly Focus: Will Abe call snap elections in Japan? Danske Oil price slump to trigger new US debt default crisis as Opec waits Telegraph Bullard Says Low Inflation Doesn't Justify Zero Rates BL Borrowers, Beware: The Robo-signers Arent Finished Yet Morgenson
Paulson Keeps Gold Stake Unchanged for Fifth Quarter BL Walmart workers plan Black Friday protests over wages Reuters Big changes in Buffett and Berkshire holdings 24/7 Bill Gross, the $290 Million Man Ritholtz JPMorgan Settles Claims It Cheated Shale-Rights Owners BL Still Lower Oil Prices Ahead Harding Falling oil prices produce gain - and pain NTrust Court papers filed to close Trump Taj Mahal casino Reuters House Passes Bill to Approve Keystone Over Obama Objections BL
China's Xi: China economic growth to be sustainable, balanced - Xinhua Reuters What China's New Trading Link Means for Investors Schwab Strategy: Euro area weakness due to Ukraine crisis Danske How close are we to the end of the credit cycle? Schroders Putin Said to Plan Early G-20 Exit as Ukraine Casts Shadow BL
Rising dollar Americas currency, everybodys problem Saft Volcker at Odds With How Central Bank Now Makes Policy WSJ Marc Dr. Doom Faber: I will soon be proven right CNBC Contemplating Stocks without QE Schiff U.S. Monetary Policy and its Global Implications Dudley Let's Meet The Hard Money Extremists Forbes Take Cover Now - They Dont Ring A Bell At The Top Stockman Better Be A Shovel-Ready Future Alhambra Extreme Wealth Is Bad for Everyone Lewis Oil Slick NA Outlook (BMO)
Anxious gold bugs swarm Switzerlands central bank FT (via Google) Putin Is the Biggest Gold Bug BL Gold Sentiment - A Contarians Dream? Acting Man Oil to fall further in 'new chapter' for markets: IEA CNBC New Oil Order Will Come in 2015: Currie BL Commodities could stay out of favor for a decade MW A House Is Not a Credit Card NYT Why the SEC can't agree on what to do with Steven Cohen's $600 million Fortune Buffett's Berkshire Hathaway buys P&G's Duracell Reuters
Cold comfort as France, Germany eke out growth Reuters Italys Slump Enters Fourth Year, Complicating Renzis Plans BL The World Economy Is in Bad Shape, Especially Europe: Poll BL Abe Adviser Says Dollar at 125 Yen Would Make Him Nervous WSJ Venezuelan Bond Exodus Deepens on Spurned Devaluation BL Research: Rouble risk - more about oil prices than geopolitics Danske Russia to G-20: We're here. So are our warships AP Interview with Kissinger: 'Do We Achieve World Order Through Chaos or Insight?' Spiegel RT Fear and Loathing in China's New Economic Normal Brookings U.S. Envoy Sees Risk of Ukraine Spinning Out of Control BL
Dont get suckered by stock-market winning streak MW Three Hidden Red Flags for Stock Investors Barrons (via Google) US Stock Market Cumberland When Worst Fear in Market Is Investors With Too Much Fear BW Stock bubble? Dont blame the Feds bond-buying program Samuelson Cartell Chat-Room Traders Boasted of Whacking FX Market BL The traders -- from Citigroup Inc., JPMorgan Chase & Co. and UBS AG -- had worked together for years to manipulate the $5 trillion-a-day currency market Why Are So Many Workers Still Part Time? Seven Charts WSJ Welcome to the Failure Age! NYT Why the Rising U.S. Dollar Could Destabilize the Global Financial System Smith
Global banks agree to pay $4.3 billion for manipulating currency markets Economist Barclays Pressed by New Yorks Bank Regulator in FX Probe BL Forex Investors May Face $1 Billion Loss as Trade Site Vanishes BL Bank of America Wont Loosen Mortgage Standards, CEO Says BW Global gold demand eases: industry body AFP Small Investors See Silver Lining WSJ (via Google) Cash Flows Into Big Silver ETF as Silver Coin Sales Surge US shale pioneers circle the wagons FT Gov't tells US drivers to get used to cheap gas AP Caesars Said Lining Up Creditors for January Bankruptcy BL Two Warhols fetch $153 million to lead Christie's record-setting... Reuters Why retirements really are at risk MW
AEP: Spreading deflation across East Asia threatens fresh debt crisis Pritchard China Slowdown Deepens as Leaders Said to Mull Cutting Target BL PBOC ends daily yuan cap for HK residents China Daily China property investment slows further, but slump in sales shows signs of easing Reuters The Russians Have Persuaded The Chinese To Bail Out Their Oil Industry BInsider Are Russian ETFs Signaling A Potential Crash? Nasdaq Ukraine Tells Army to Prepare for Battle as Tensions Rise BL Million-Dollar Homes in Sydney Highlights RBAs Dilemma BL
The Central Banker Bubble Needs to Pop BW Hato No Naka No Neko Things That Make You Go Hmmm... Grand Central: Troubling Signs of Deflation in China WSJ Is the Fed out of touch with Main Street? CNN Bearish pro surrendering; embraces the bull CNBC Investment advisers often make Kaelin Clays mistake Hulbert Feds Plosser: Raise Rates Soon or Risk Falling Behind the Curve WSJ Speech Switzerland: Vote Yes on Gold Initiative Merk Which Cities/States Will Be the First to Default When the Economy Rolls Over? Smith
Banks to Pay $3.3 Billion in FX-Manipulation Probe BL Leverage as High as 50-1 Lures OTC Forex Traders Who Most BL Exclusive: BlackRock reorganizes sales force, taps JPMorgan executive Reuters Leaked Geithner files paint EU leaders as bumblers MW Pimco could withstand extra $300-350 bln outflows over two years: Morningstar Reuters Gold to Find Solace From Negative Lending Rate: Chart BL Why Is Gold Losing Its Luster? Yardeni Stronger dollar could mean $30 oil: Pro CNBC U.S. Shale Boom Masks Threats to World Oil Supply, IEA Says BL
Yen Confounds Forecasters as Options Show Deeper Declines BL Hong Kong lifts daily yuan conversion limit AFP Full-time jobs account for only 1 in 40 created since recession Guardian Floating ruble draws Germany closer to Russia MW Argentina slams US judge on Citigroup payment AP Sydney House-Sellers Demand Record A$1 Million Median Price BL Ukraines Debt Dilemma Project-Syndicate
A Recipe For Disaster Cross Currents The Last Argument of Central Banks Mauldin Dash Dash... Dot Dot Saut Road to nowhere Price New Report: Deflation Rearing its Ugly Head in Subtle and Not-So-Subtle Ways... EW Does Slower Growth Imply Lower Interest Rates? FRBSF Roubini: Interest rates won't rise soon CNBC Fed's Plosser: Low rates 'should make us nervous CNBC The Return of the Dollar El-Erian Predictors of 29 Crash See 65% Chance of 2015 Recession BL Bread, Circuses, & Bombs - Decline of the American Empire - Part 2 JimQ 4 near-term catalysts for the next stock market crash MW Governments can't spend their way out of trouble Hutchinson Republican win spells doom for overheating cities Farrell IMM positioning: Bearish EUR bets regain momentum Danske Global Economic News Coverage Shows Less Optimism in October WSJ
Banks Are Poised to Settle With U.S. Regulator in Currency-Rigging Cases BL Ackermann Is Lured to Cyprus Bank by Billionaires BL Alibaba's 'Single's Day' bigger than Black Friday MW Gold Trades Above Four-Year Low on Signs of Physical Demand BL Gold will signal when stocks have peaked MW
How Close Is Russia to Financial Crisis? El-Erian Russians buy dollars, hoard cash on rouble fears Reuters President Vladimir Putin blames currency woes on speculators and the West. Amid currency gyrations, Russia floats ruble AP Europe: the storm clouds are gathering once more Warner Mr. Europe? The Ghosts of Juncker's Past Come Back to Haunt Him Spiegel ECBs Balance-Sheet Goal Takes a Hit WSJ What caused the Eurozones Crisis? VOX Germanys Secret Credit Addiction Project-Syndicate Why betting on Japan is a no-brainer MW US judge calls for Argentina to make next interest payment AFP Brokers launch Stock Connect turf war Finance Asia ICBC gets to clear yuan trade in Toronto Shanghai Daily Angry Canary Islanders brace for an unwanted guest - the oil industry Guardian
Do the Lessons of History No Longer Apply? Hussman The Stock Market Is Overvalued By 100% Hussman The Feds bond buying enigma Samuelson The Rise of Invisible Unemployment Atlantic And The Biggest "Source Of Equity Demand In Recent Years", According To GS, Is... ZH Financial Moves to Make This Year Arrends
Fewer active managers beat market than at any time in decade FT Chinas $9 Trillion Untapped Market Spurs U.S. ETF Frenzy BL GM ordered new switches months before recall: WSJ Reuters The master who teaches the Merrill herd to graze on wheatgrass and chia Reuters Gold Bulls Accelerate Retreat to This Years Fastest Pace BL With dollar on a tear, gold and silver rout far from over - Reuters poll Reuters Janus Attracted More Than $1 Billion After Gross Joined BL Iron ore and the dangers of living by the sword Reuters
HK-Shanghai cross-trade starts Nov. 17 MW MW: For the first time ever, retail investors around the world will be able to invest in mainland Chinese equities Stagnant growth raises spectre of recession across eurozone Guardian G20 agreement on regulating banks will end bailouts - Mark Carney Guardian India vs. China: The Battle for Global Manufacturing BW Leaders of China, Japan hold ice-breaking meeting AP Stakes are high as US plays the oil card against Iran and Russia Guardian Putin seeks to reassure world amid 'perfect storm' CNBC
The Global Week Ahead Scotia Back to the Nineties Noland The Biggest Threat to U.S. Jobs: The Contestability Nightmare Mauldin Why the stock market is weaker than it looks Hulbert Central Bankers Join Investors Warning on Easy Money BL Solvency, Lost in the Fog at the Fed NYT Review: The secret cause of economic crises Reuters Most Wall Street firms still see Fed rate hike by June 2015: Reuters poll Reuters Election, Fed, and Stocks ZEAL Global Views Scotia Global Equity BMO Weekly Focus: Draghi did it again Danske What Jobless Recovery? BMO America: land of phantom job openings Reuters November business cycle update Fidelity Reader Question on Greenspan and Gold: "No Fiat Currency Can Match It" Mish Republican win spells doom for overheating cities Farrell
A Blank Page in the S.E.C. Rule Book, Four Years Later Morgenson UK prepares forex fines for six banks on Wednesday: sources Reuters Earnings outlook might be less rosy than investors think Reuters Healthy Returns From the Healthcare Sector Harding Shale Drillers Idle Rigs From Texas to Utah Amid Oil Rout BL What silver and gold now say about global growth MW Tidal Wave or Drop in the Bucket? Differences in Water Use Across the US Brookings
China Exports Bolster Economy as External Demand Strengthens BL Emerging Stocks Decline as Nigeria Exchange Enters Bear Market BL Ukraine Truce Vanishes as Government Says 200 Rebels Dead BL Gorbachev: Ukraine crisis stokes new cold war FT
US consumer borrowing up $15.9 billion to record AP FED Yellen pledges clear signals for rate policies AP ECB staff told to prepare further measures for use 'if needed': Draghi Reuters U.S. Payrolls Rise as Jobless Rate Drops to Six-Year Low BL Exclusive: Some senior Merrill brokers leave, BofA executives concerned - sources Reuters Did the Fed Save us from a "Liquidity Trap"? Comstock Is this a Global Central Bank Bubble? How will the Markets React? US economic growth is all an illusion Crudele Doubting the Economic Data? Consider the Source Norris Central Banks Cant Be Only Game in Town Boosting Economies BL The searing Twenties Economist The depression of 1920-21 has much to teach modern policymakers -- The Forgotten Depression: 1921: The Crash That Cured Itself Grant Middle-class troubles in one chart Nutting One Chart Explains Democrats' Loss Ritholtz Income Inequality in the World Triples Crisis It's The Economy, and They're Not Stupid Schiff
The $9 Billion Witness: Meet JPMorgan Chase's Worst Nightmare Taibbi BofA triples third-quarter loss due to forex legal expense Reuters Fannie CEO: Low-down-payment mortgages can be safely made MW Golds losing streak extends to 7th session MW Maybe this central bank will bail out gold CNBC Bitcoin Ponzi Schemer Lost a Bet BL
Japanese companies growing wary of yen's incessant slide Nikkei Relax, the ECB is ON IT Saft ECB Noyer Warns Low Rates Could Discourage Reforms BL Putin Is Losing Out to China in Central Asia's Latest 'Great Game' BW Banking industry in competition probe Inde
U.S. Stocks Gain as Jobless Data Boost Economic Optimism BL Draghi Reinforces ECB Stimulus Momentum to Assuage Investors BL Snail Trail Vortex Absolute Return Japan's kaput?! Merk Mario Draghi's efforts to save EMU have hit the Berlin Wall Pritchard Ben Bernanke: QE will be difficult for the ECB CNBC The Fed Worries About Repeating Its 1937 Blunder. So Do Markets BL Yellen Can't Say It, but the Republican Win Was Bad for Her BW Fixing the Fed Could Emerge As Priority of Congress NYS Feds Fisher Tells Congress Dont Mess With Central Bank BL Think about this: Heres a Congress that cant even get its own budget together. Do you want them running the central bank? Why Can't The Fed Spot Bubbles? Forbes The Rising Complexity of the FOMC Statement FRBSL This stock market rally is for suckers MW The Most Ridiculous Seasonal Adjustment You Will Ever See ZH November TRIGGER$ G. Long
Einhorn: I'm adding to 'bubble' shorts like Amazon CNBC Three bets going sour on Buffett MW Utilities Valuation Ticks Above Market Levels BeSpoke US Pension Plans Need Massive $110 Billion In 7 Years, Moodys Warns ZH Future of Dodd-Frank uncertain MW Former AIG Chief Might Actually Win Lawsuit Against The Government HP Gold Trades Near Lowest Since 2010 as SPDR Assets Extend Slide BL Developer cancels Detroit land buy, has new plan DET FP
Japan's Wealthy Are $3 Billion Richer After Central Bank's October Surprise BL The top 10 percent or 20 percent are getting richer, on the other hand the bottom 20 percent to 30 percent are becoming poorer BOJ Runs Into Critical Analysts After Kuroda Easing Shock BL Kuroda China Potential Outstripping 1950s Japan Is Reform Prize BL Deluge of Chinese bank capital bonds gathers pace Finance Asia Nissan cuts global sales outlook on China slowdown China Daily All The Ways The Euro Crisis Is Actually Much Worse Than The Great Depression BInsider Strong rules made Canada resilient to crisis FTA Periphery Business Cycle Monitor Danske
U.S. private sector creates 230,000 jobs in October: ADP Reuters Rhyme and Reason Mauldin QE: It Didnt Work First Trust US investors try to read between the lines FT (via Google) Singer's Elliott Says U.S. Growth Optimism Unwarranted as Data Cooked BL Apple borrowing billions to pay shareholders is everything wrong with capitalism today WP Inarguable End To Decoupling Alhambra Grand Central: Good Morning Ms. Yellen, Rand Paul on Line One WSJ How the President Lost the Senate BL Why Tax Just Soda? Why Not Tax Sugar? Smith
Pyramid scheme or not, Herbalife is tanking LAT Oil prices tumble on Saudi discount move AP Gold, silver slump to fresh four-year lows as sell-off extends Reuters A GREAT Model to Understand Gold's Price Swings EW 1,500 Tons of Gold on the Line in Swiss Vote to Buy Back Bullion BL The commodity crash: Prices plunge across the board from sugar to gold ThisisMoney T Boone Pickens: The real problem with oil CNBC
More steps to boost yuan supply likely China Daily China, Qatar ink currency swap deal China Daily The BOJ and ECB sit-com Saft Exclusive: Central bankers to challenge Draghi on ECB leadership style Reuters Kuroda Has Draghi in a Bind as Euro Soars Against Yen BL Iceland Cuts Interest Rates WSJ Ruble Slumps to Record as Russia Moves Closer to Free Float BL Housing boom to last two more years: CSR Australian
U.S. Trade Hints At Downward Revision to Q3 GDP BMO The Trouble with Porosity and Prosperity Gross Dollar smashes through resistance as mega-rally gathers pace Pritchard Jim Rickards: The Fed Basically Still Uses LTCMs Financial Models Sprott Monetary policy and long-term trends VOX Can a Crash Cure Itself? Pollock Europe Saut A Conversation With Alan Greenspan CFR Where the Next Financial Crisis Will Come From TIME Trapped in a Recession Triple Crisis
JPMorgan Faces U.S. Criminal Probe Into Currency Trading BL HSBC sets aside $378 million to cover potential fines over manipulation of currency... Inde The $95-million view, and New York's changing skyline AFP Black Dog: Are Plunging Oil Prices a Positive or a Negative? Sonders Its All About the (Oil) Base BMO As Gold & Silver Rout Continues, Physical Demand Is Stunning King Embry
Toxic Italy Is the Crucial Test for QE in Europe WSJ ECB preview: Waiting for the impact of the easing measures Danske Recent ECB Policy and Inflation Expectations FRBSL Japans Cheaper Yen Is a Failing Strategy: Weinberg BL Video 'For Japan, this is the beginning of the end': Pro CNBC Ruble Drops as Ukraine Rebel Elections Spur Sanction Speculation BL Putins Response to EU Sanctions: See You in Court BW Oaktree, Cinda hunting for distressed China deals Finance Asia
Losing Velocity: QE and the Massive Speculative Carry Trade Hussman Into the unknown Price China faces trap in currency war MW Nobody Mourns Death of QE as Treasuries Prove Insatiable BL Investors submitted bids for $5.54 trillion of government debt at auctions this year, or 3 times the amount sold... Is the Fed Wrong Again on Interest Rate Hikes and Inflation? Fiscal Times Look to China as post-QE blues tangle with V-bottom bliss MW Unto the breach - world picks up where Fed left off CNBC History will surely see QE as a major mistake Telegraph Quantitative Easing program was a cruise to nowhere NYP Evaluation of quantitative easing Econbrowser What Goes Up Must at Least Slow Down NYT How to fend off the market bogeyman FP What Have Economists Ever Done for Us? Crook Malthus was just 220 years early Hutchinson Japan's Monetary Pearl Harbor Smith BOJ Buying Over 100% of Japanese Bond Issuance... Mish
Banker Rurik Jutting Charged With Two Hong Kong Murders BL What Greenspans Latest Talk Means for Gold Sprott Oil sands crude will reach Gulf Coast even without Keystone, says Alberta premier FP
Monetary Fallacy? Deep Divisions Emerge over ECB Quantitative Easing Plans Spiegel How will Europes economy escape the doldrums? Samuelson Cheaper tomorrow? Bank of Japan battles entrenched 'deflation mindset' Reuters Kurodas Stimulus Turns Focus Back to Abes Third Arrow BL Japan risks Asian currency war with fresh QE blitz Pritchard Japan Public Pension Fund to Double Stock Investment Jiji China October services growth slips to nine-month low, property weighs Reuters Asia Factory Conditions Worsen WSJ Man Running Worlds Biggest Wealth Fund Tackles China Riddle BL Hong Kong has a tycoon problem CNN
The Global Week Ahead Scotia Kuroda, Bubbles and King Dollar Noland Coffin corner threat to financial stability Das (via Google) Shift in Quality Spectrum Argues Weve Entered Later Innings of Bull Market Puplava The Single-Engine Global Economy Roubini Deflation: good, bad - and turning ugly Warner Markets are still addicted to money printing CNBC Another, bigger market selloff coming, pro says CNBC Sprott The 3 things that make the stock market tick Arrends Global Views Scotia Global Equity BMO Weekly Focus: Riksbanken and Bank of Japan surprised Danske Bankers Take Drug Tests at Jefferies to Counter Divorce Claims BL Obama to meet Federal Reserve chair Yellen Monday: White House Reuters Home prices since 1870 VOX
China's October factory growth unexpectedly hits five-month low: official PMI Reuters Wounded Japan PM grapples with tax jinx after BOJ eases Reuters Strategy: Bank of Japan adds to pressure on the ECB Danske Cracks in the Stress Tests of European Banks Morgenson China Scotia Debt Worries Not Slowing Canadian Consumers… Yet BMO Russia takes emergency steps to defend ruble, tame inflation Fortune Iran a 'time bomb' for oil prices CNBC
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