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Did Monetary Policy Cause the Recovery? Hussman
The Damage to the US Brand Mauldin
China aiming for 'de-Americanised world’ with renminbi replacing dollar Telegraph
Aftermath of US shutdown continues to jolt dollar CNBC
Treasury yields will still spike to 5%: Societe Generale CNBC
Estimates of the effects of the Fed's large-scale asset purchases EB
Academic Studies Show QE Doesn’t Work Washingtons Blog
Krugman - Dr. HB - Mish - Keen - Ivanhoff
Private and public debt in crises: 1870 to now VOX
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Who Really Wins if JPMorgan Pays $13 Billion? Weil
US mortgage watchdog seeks $6 billion from BofA Reuters
For big banks, breaking up is hard to do MW
Chinese internet firms test US waters Finance Asia
Banks Face Risk-Model Clampdown in Basel Trading-Book Review BL
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It’s not yet the end of the world as we know it, but watch Japan’s debt grow Bootle
Will Abe's fiscal consolidation work? Inde
Japan posts record string of trade deficits AFP
BIITS Replacing BRICs as Emerging Markets No Longer Blanket Buy BL
Hong Kong dollar peg may not last Stephen
Korea Signs Currency Swap Deal with Malaysia Chosun
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Terminal Phases Noland
Fed QE Taper Seen Delayed to March as Shutdown Bites BL
Market’s Trend & Momentum Strengthen as Stocks Hit All-Time Highs Puplava
New Concerns Will Continue Market's Volatility Harding
Stop Being Wrong About China Buying Our Bonds Slate
5 years after Lehman, bears are endangered Harrison
Bettors’ verdict: GOP could lose the House MW
Global Views Scotia Global Equity BMO Persistent Bull Swenlin
Weekly Focus: US recovery loses momentum short term Danske
Strategy: US stalls while China and Europe strengthen Danske
In Other News… Schwab Market Perspective
How to Pay Millions and Lag Behind the Market Morgenson
What We’ve Learned from the Financial Crisis Harvard Business Review
Outcome Bias and the Interpreter Credit Suisse
How Our Minds Confuse Skill and Luck
A Dozen Things I’ve Learned from Nassim Taleb about Optionality/Investing 25iq
Madoffs, Kohn Exonerated in Suit Over European Losses BL
First tulips, then housing...Is beer bubble next? CNBC
Tentative Deal Hands JPMorgan Chase a Record Penalty Noland
Alan Greenspan still thinks he’s right Pearstein
Chase Plaza Sale Sets Record for Chinese Buyers BL
Inside Puerto Rico's looming debt threat CNBC
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Protect your investments from another crash Hulbert
Bonds send a worrisome signal about growth MW
JPMorgan Reaches $4 Billion Deal With U.S. Housing Agency Reuters
U.S. debt jumps a record $328 billion — tops $17 trillion for first time WT
Not Falling Off A Cliff Is No Reason For Optimism Comstock
As U.S. averts default, Japan and China brace for next dollar drama ReutersUS is a laughing stock around the world Cramer
“...the Fed is in there buying every bond they can right now”
Washington truce stretches out debt crisis, leaves economy in limbo Pritchard
Guessing game starts on timing of Venezuela devaluation FT (via Google)
Fed official sees signs of U.S. housing bubble, warns on MBS buys Reuters
The Damage Done Krugman
Gartman: Money flows will now bypass the US CNBC
Reich: 'Significant Chance Of Another Government Shutdown' HP
Greenspan’s ‘Map’ Is Clueless Trip Through Bubble Land BL
Understanding the Accumulation of Bank and Thrift Reserves during the Financial Crisis FRBSL
Private and public debt in crises: 1870 to now VOX
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High-yield bonds - An appetite for junk Economist
NY Fed’s Fired Goldman Examiner Makes Weird Case Weil
Madoff Was Like a God, Wizard of Oz, Ex-Aides’ Lawyers Tell Jury BL
40 Years After Embargo, OPEC Is Over a Barrel BL
Oil Patch Activism to Spur Deals and Board Shakeups in 2014 BL
Why silver may break records within 10 years MW
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Europe's debt crisis credibility hangs on thin Irish thread Pritchard
Japanese banks to Yakuza: Enough already FT
China's 2% account for third of world luxe sales CNBC
Exclusive - India gears up to launch interest rate futures Reuters
Securitisations resurface in Singapore Reuters
The Dragon’s Spear: China’s Asymmetric Strategy YALE
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Philly Fed Stronger Than Expected - NAHB Sentiment Weaker Than Expected
Why the U.S. should be downgraded MW
S&P Executive: U.S. Was Minutes From Rock Bottom Rating Newsweek
Chinese agency cuts U.S. to A- from A MW
Extending Debt Ceiling Doesn’t Remove Market Uncertainty WSJ
Analysis: Washington becomes the biggest risk to the U.S. economy Reuters
The US debt dollars that no one’s talking about Crudele
Gridlock Has Cost U.S. Billions NYT
Yellen To The Rescue? Merk
America’s new ‘economic guillotine’ is dead ahead Farrell
The Aftermath EB Gross - Embry - RB - Smith - Keen
Warren Buffett Wins Quote Of The Day: 'Creditworthiness Is Like Virginity' HP
Nobel Needs Grounding in Reality-Based Economics BL
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Xiaomi: China’s Threat to Apple and Samsung TIME
Dimon Said to Have Given Up Role at Bank Unit on OCC Request BL
Black marks routinely expunged from broker recor NYT
Brokers who asked arbitrators to recommend expungement got approval in 96.9 percent of cases that were settled from May 18, 2009 to Dec. 31, 2011
Forget gold, the VIX is the new safe haven CNBC
Chase Bank Limits Cash Withdrawals, Bans International Wire Transfers Infowars
Mark Cuban not guilty in insider trading case CNBC
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China warns of slowing demand from emerging markets Reuters
Europe's debt crisis credibility hangs on thin Irish thread Pritchard
BOJ to extend loan schemes to encourage bank lending - sources Reuters
Emerging Challenges:What's In Store for the New Global Powers Spiegel
Downturn sees average real wages collapse to a record low Inde
Chinese companies to buy big stake in next generation of British nuclear power Tele
China has 168 billionaires China Daily
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Boehner: We fought 'good fight,' but didn't win MW
Senate Near Fiscal Deal Boehner Likely to Accept BL
Why debt-ceiling deal is the worst-case scenario MW
Watch what China does with US debt, not what it says Pritchard
China Presses U.S. to Lift Debt Limit as Tea Party Says Butt Out BL
China’s criticism “almost sounds like a threat”....
Sweden Girds for Unprecedented Disruption to Dollar Flows BL
Default: Stocks think it can't happen MW
Short-Term Debt Market’s Anxiety Spikes WSJ
Hour-By-Hour Guide: 'What Happens If We Actually, Truly Default?' New Yorker
Wall Street Officials Say Debt Ceiling Already Hitting Economy BL
The default has already begun Salmon
Mechanics and consequences of America hitting the debt ceiling Fabius Maximus
Temporary Ways Of Getting Around The US Debt Ceiling Scotia
Future 'Inflation' and Monetary Madness Saville RB - Rickards - Krugman
”Guillotine” dead ahead for the rich Farrell
Boehner to Tea Party: Shut Yourself Down BL
China Invented Every Form of Money Washingtons Blog
FX Forecast Update: October - Scandi upside limited in the near term Danske
Permanently Degraded Detroit American Spectator
The Nobel Prize’s dumbbell move Arrends
Lawmakers push default deadline to limit Reuters
The Senate was scheduled to meet at noon (1600 GMT) on Wednesday, and the House at 10:00 a.m. (1400 GMT).
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Twitter picks NYSE for IPO even as losses widen Reuters
Top Barclays banker leaves job due to stress MW
Goldman Forced to Reveal Female Staff Complaints BL
s the ‘Too Big to Fail’ Problem Too Big to Solve? Wharton
We All Know Who Janet Yellen Is, And That's Terrifying Forbes
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“This was the fifth largest quarterly increase on record”
China's soaring fiscal deficit rings alarm bells Pritchard
Analysts describe rebound of world's second largest economy as “unhealthy” and likely to wither over coming months as Beijing is forced to tighten policy
Fed taper is Asian investors’ top concern, says Fitch FA
Overseas M&A deals reach record high China Daily
Aldi confirms up to 100% horsemeat in beef products Guardian
China to tackle overcapacity by not approving new projects Shanghai Daily
IMF failings in the EZ crisis VOX
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Senate Talks Over Impasse on Hold as House Considers Plan BL
Empire Manufacturing Weaker Than Expected BeSpoke
At the Crossroads Kass
Chekhov's Gun Things That Make You Go Hmmm...
Reid: 'Tremendous progress' made CNN
Ted Cruz Could Force a Debt Default All by Himself BW
Central Banks Gaming Out U.S. Default as Deadline Nears BL
Let's Get the U.S. Debt Default Over With Hutchinson
Why it’s inevitable and why postponing it will exacerbate its consequences.
Kicking the can down the road not enough El-Erian
The shutdown heralds a new economic norm Samuelson
The sun is setting on dollar supremacy, and with it, American power Warner
Fed Gets Bigger in Markets as QE Prompts New Tools BL
What happens when easy money ends? G&M
Are we setting up for a Lehman-type event? MW
Civilizing the Marketplace of Ideas Ferguson
Beyond the budget impasse Summers
Goldman Sachs: The Growing Income Divide in Four Charts WSJ
Nobel Prize Winner Warns Of ANOTHER Housing Bubble HP
Shiller’s Nobel win is a nod to the asset bubbles we lived through MW
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Ex-RBS Trader in U.K. Probe Said to Be JPMorgan’s Usher BL
After sudden plunge, gold traders cry conspiracy CNBC
Companies hording cash -- blame Washington Fortune
Living on $5,000 a year, on purpose: Meet America's 'intentional poor' NBC
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Is Britain heading for another housing bubble? Guardian
Is Japan Starting a Sovereign Wealth Fund? BL
Japan PM hints at amending pacifist constitution AFP
China Agrees With U.K. on Yuan-Pound Trading BL
China’s Foreign Exchange Reserves Jump Again WSJ
China to ban new projects, strengthen market in new overcapacity plan Reuters
Euro zone crisis over for now - ZEW economist Reuters
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Short Horizon, Long Horizon Hussman
A man standing in a bucket... Price
China Calls for World to Be 'De-Americanised' IBT XinhuaLagarde Sees Massive Disruption If Debt Ceiling Not Fixed B Lagarde Lectures
“It would mean massive disruption the world over”
U.S. Risks Joining 1933 Germany in Pantheon of Deadbeat Defaults BL
The U.S. Can Survive a Shutdown but Not a Default BW
How to Know if You’re a Banana Republic Norris
Fixed Income Markets React to Possible Debt Ceiling Crisis Schwab
Everything You Need To Know About The Deficit (In 2 Minutes) HP
Hedge Fund Bears at High; Stocks Fixate on Budget Talks BL
Rising bets against equities sent a gauge of manager bullishness...within 0.2 point of its lowest reading in 2013 last week.
Why Stocks Are Undoubtedly Experiencing A Massive Bubble Forbes
"Huey Lewis and the News!" Saut
An exit strategy for Republicans EB Baker - Smith - AR - MyBudget
New Fed Boss Same as the Old Boss Paul
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American companies cutting the most jobs MW
4 stocks Warren Buffett and smart money love MW
Chevron goes to trial in New York over $18 billion Ecuador award Reuters
3 Americans win economics Nobel AP
Why the efficient markets hypothesis merited a Nobel FT
Dark side of nat gas boom, according to Chanos CNBC
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Weak Exports Show Limits of China’s Growth Model WSJ
Chinese Property Bonds Earn Five Times Global Debt Return BL
China Export Drop Limits Recovery as Food Stokes Inflation BL
Germany Sees Global Risk Shift to Emerging Economies BL
Insight: How Credit Suisse underwent painful bond surgery - and survived Reuters
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The Global Week Ahead Scotia
Sometimes They Ring A Bell Mauldin
The Perils of Mopping Up Noland
Dollar's role as reserve currency at risk: ECB's Nowotny CNBC
US debt stand-off provokes ire among China’s officials FT (via Google)
World top bankers warn of dire consequences if U.S. defaults Reuters
The Fed’s Surprise and Yellen’s Challenge El-Erian
Buy Emerging Markets, But Carefully Harding
A Tale of Two Recessions and World Markets, Turned on Their Heads Norris
Debt Ceiling Delusions Schiff
In A Few Months, The Stock Market Will Drop 15%, Then Go Nowhere For Years BInsider
When the Stock Price Hides Trouble Morgenson
Anytown, USA is not impressed by the farce in Washington Economist
A new mandate for the Federal Reserve Hubbard
NA Outlook: Gone Fishing BMO
Global Views Scotia Global Equity BMO
Weekly Focus: Early signs of relief as US politicians start talking Danske
Fixed Income Markets React to Possible Debt Ceiling Crisis Schwab
Peak Entitlements? Smith Duy
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It's back with a vengeance: Private debt CNBC
Whether it's corporate loans, all quality levels of bonds or simple consumer credit, the debt party is back on in the U.S.,
Ex-Fed Examiner Claims Firing for Finding Goldman Lapses BL
JPMorgan posts first loss since 2004, a blow to Dimon Reuters
BMO Harris Bank Among Companies Sued Over Payday Loans BL
Julian Robertson sells Apple because Steve Jobs was 'mean' CNBC
Gold’s plunge blamed on one massive sell order CNBC
Precious Metals Sentiment Swenlin
Cheap Gold Stocks 5 ZEAL
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China’s Investment Addiction Yongding
Europe prepares to come clean on hidden bank losses Reuters
Swedish Bubble Concern Grows With Soaring Home Prices BL
Stronger Euro Creating Problems for ECB Inflation Target WSJ
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U.S. Said to Open Criminal Probe of FX Market Rigging BL
Swiss regulators last week said they were "coordinating closely with authorities in other countries as multiple banks around the world are potentially implicated."
Obama, Republicans in debt talks on two fronts WP
Obama, Republicans aim to end crisis after meeting Reuters
Detroit Says Gets $350 Million Financing Commitment From Barclays Reuters
America’s default on its debt is inevitable Grant
Rally Based On Wishful Thinking Comstock
The Most Predictable Economic Crisis? Merk
The Dollar and the Debt Ceiling EichengreenThe dollar is the world’s go-to currency. But for how much longer?
At Risk: Currency Privilege of the Dollar Norriss
The New Economic Nationalism and the Great Game Das
The debt burden still casts a long shadow over the US and eurozone Warner
Pelosi can save Boehner’s job and the republic Nutting
American mood worst since financial crisis: Poll CNBC
Hearing to highlight broad effects of shutdown AP
Shutdown Raises Global Recession Risk as Lagarde Lambastes U.S. BL
The Fed’s Surprise and Yellen’s Challenge El-Erian
Bill Gross Favors Short-Term Treasuries as Yellen to Hold Rates BL
Rickards on Fed & Yellen: Here Comes the ‘Helicopter Money’ Daily Ticker
The debt deal and the risk-eating zombies Saft
Globalization Trap Part I G. Long
Flying Blind EB Fabius Maximus - Baker - Hathaway - AM - Mish - Chapman
Confusion Reigns BeSpoke
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Google shifts $12 billion of royalties to Bermuda FT
I was fired because of Goldman: NY Fed official NYT
The US considers life without Fannie and Freddie Pollock
Moscow Exchange Plans Gold to Silver Trading to Broaden Appeal BL
European Central Bank Gold Sales Lowest Since 1999 Accord BL
Tim Tebow's Second Act BW
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Japan on Track to Overcome Deflation: BOJ Kuroda Jiji
PBoC and ECB establish currency-swap line Finance Asia To boost yuan use
90%-plus US firms make profits in China: Report China Daily
Royal Mail shares soar almost 40% after IPO MW
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Factional conflicts have the power to destroy empires - and republics Pritchard
'Pitiful' US infighting threatens world: Chinese media AFP
Default? Outside The Box
Failure to raise U.S. debt limit would spark global recession: OECD G&M
Ending the debt limit crisis: Dear Ben Bernanke Grayson
The debt held on the balance sheet of the Federal Reserve can be canceled without any significant consequence, because it is a bookkeeping artifact corresponding to the money supply
Rejoice: the Yellen Fed will print money forever to create jobs Pritchard
Why Janet Yellen Would Be The Most Powerful Woman in World History Atlantic
Fed should try to break boom-bust cycle, says ex-RBNZ chair Reuters
Meet the new Fed, same as the old Fed Saft
Yellen Fed to Stick With Tougher Regulations for Riskiest Banks BW
Yellen: “We can and must safeguard the financial system”
Janet Yellen: 'We only thought of her as someone's wife' Telegraph
Yellen Waited Out Fed Post as Summers Candidacy Collapsed BL
Debtors’ Prison Is No Place for Country Like U.S. Baum
House Prices: Is the Fed Making the Same Mistake Again? Pollock
Taliban Mocks Shutdown: Lawmakers ‘Sucking The Blood Of Their Own People’ CBS
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JPMorgan's problems are just beginning Fortune
Twitter and extraordinary popular delusions Hulbert
Meredith Whitney's launching a hedge fund Reuters
SEC on the prowl for rule breakers big and small, White says Reuters
Battery-Stored Solar Power Sparks Backlash From Utilities CNN
Americans Are Rich but Not Very Competent BW
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Yuan Won't Become the Global Fiat Currency Soon Inde
Japan Machinery Orders Rise to Post-Lehman High in Boost for Abe BL
Help to Buy risks housing bubble, says IMF Telegraph
Critics rap Argentine govt's budget estimates AP
Like an Offshore Paradise:Vatican Moves to Close Dirty Accounts Spiegel
China’s Hunger for Gold Triggers Speculation About Reserves WSJ
Starved of gold, Indians may import record volumes of silver Reuters
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Fed battled over ending bond buying: Minutes CNBC Minutes
The odds of a stock market crash on Oct. 9 Hulbert
Yellen to Be Named Fed Chairman, First Female Chief BL
CNBC: “Markets are giving Yellen the thumbs up, counting on quantitative easing being maintained at full pace until further notice”
Everything you need to know about Janet Yellen, your new Fed chair nominee WP
Shutdown Causes Biggest Drop In Economic Confidence Since Lehman HP
Spot the recession: the key warning sign of economic slowdown G&M
Why America Needs a Stock-Market Crash Cassidy
One-month T-bill yield highest since 2008 MW
What’s happening in the Treasury bill market today should terrify you WP
WP: Short-term borrowing by the Treasury Department became twice as expensive Tuesday as it had been the day before, one of the most significant signs of alarm in the bond markets since the financial crisis of 2008
... the situation has become so unsettled that banks can now borrow short-term funds at a lower cost than the U.S. government can Mirhaydari
As Debt Deadline Nears, Japan Nervously Sticks With Treasurys WSJ
Debt-Limit Disaster Is Exponentially Worse Than 2008 Lehman Debacle Gross
The Costs of Debt Default Are Sobering Brookings
Federal Reserve Debt Monetization Far More Dangerous Than Obamacare Forbes
Crooks, Liars, Idiots, and Plutocrats Triple Crisis My Budget - Mish - Reich - Baker
IMF cuts global growth forecast, warns of prolonged stupor Reuters
Governments Will Start Panicking As Chaos & Crisis Accelerates King
HSBC money-laundering fine: key players Guardian
What Alcoa’s results say about manufacturing MW
3 ways Twitter's IPO won't be like Facebook's Fortune
New $100 bill costs 60% more to produce MW
U.S. Debt Mess Could Be Epically Worse. Just ask Japan BW
By one measure alone—debt relative to tax revenues—Japan constitutes a far bigger default risk than the U.S.
Ferrari Says Sales in Japan to Rise 30% as Abe Revives Spending BL
Japan Current-Account Surplus Plunges to Record August Low BL
Private service firms see slower rise in activity Shanghai Daily
Bernanke and the Asian debt sell-off FA
Bad Banks Turn Toxic China Debt to Treasure for Investors BL
Four Myths about local Infrastructure Investment in China Peterson
U.K. Industrial Output Unexpectedly Falls Most Since 2012 BL
Icelanders Run Out of Cash to Repay Foreign Debts BL
Swedish Bubble Concern Grows With Soaring Home Prices BL
Periphery business cycle monitor Danske
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Wall Street Selloff Intensifies on Obama Stalemate Comments Reuters
Biggest US Foreign Creditors Show Concern on Default Risk BL
Trapped by U.S. Treasuries Pesek
The Debt Ceiling: Can a Crisis Be Avoided? Wharton
Spike in T-bill yields shows default fears growing CNBC
"Ashes to Ashes" Saut
Complacency Rules the Market Kass
Delayed payments in 1979 offer glimpse of default consequences WP
Here's The Horrific Stock Market Crash We Could Witness If The US Government... BI
It's Definitive: We've Reached Peak Jobs Smith Yardeni - Krugman
Evaluating Unconventional Monetary Policies - Why Aren’t They More Effective? FRBSL
Fresh concerns for America's housing market CNBC
Four Threats More Serious Than Global Warming Hutchinson
To Understand The Financial Crisis - And Its Cure - You Must Read John Allison's Book Forbes
New $100 Bills Hit the Streets WSJ
Analysis: U.S. banks get ready for the day when deposits shrink Reuters
Using Twitter to Move the Markets NYT
Mark Cuban tells insider trading trial share sale was long planned Reuters
JPMorgan Inside the Whale Roe
U.S. consumer delinquencies rise on sluggish economy: ABA Reuters
Gold demand in Dec quarter can jump 15 percent - WGC Reuters
CNBC Has Lowest-Rated Quarter in 20 Years Media
Greek budget sees end to six-year recession next year Reuters
Interview With George Soros - 'Greece Can Never Pay Back Its Debt' Spiegel
WB cuts growth forecast for China, East Asia China Daily
U.S. Supreme Court won't hear Argentina bond dispute appeal Reuters
Western bank retreat clouds emerging Europe's recovery -IMF Reuters
Families hoard cash 5 yrs after crisis AP
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U.S. to Default If Debt Ceiling Not Raised, Lew Says BL
Boehner says U.S. on path to default if Obama won't negotiate Reuters
Cruz: Use debt ceiling debate for leverage CNN
Moody's CEO: US default 'extremely unlikely' CNBC
U.S. Stocks Drop on Default Concern Amid Budget Deadlock BL
Hedge Funds Expand Bets With Most Junk Since 2008 BL
Buffett’s crisis haul reaches $10 billion MW
Washington Politicians Play Russian Roulette With the Stock Market Harrison
Don't Blame the Computers for a Default Baum
Embattled dollar faces fifth straight week of losses CNBC
When Economic Data is Worse Than Useless Hussman
Shutdown threatens to overshadow earnings MW
U.S. Default Seen as Catastrophe Dwarfing Lehman’s Fall BL
The Shutdown Is a Sideshow. Debt Is the Threat Ferguson
An entitlement-driven disaster looms for America, yet Washington persists with its game of Russian roulette.
US Default Risk Goes Up as Rest of World Gets Less Risky BeSpoke
New American Economy Leaves Behind World Consumer of Last Resort BL
Is the Second U.S. Housing Bubble Beginning to Peak? TownHall
Gold edges up as U.S. shutdown drags on, debt limit looms Reuters
Gold Befuddles Bernanke as Central Banks’ Losses at $545 Billion BL
Hedge king Stanley Fink’s crown slips as fund tumbles Inde
Forget TVs. Sharp Sees a Future in Strawberry Farming BW
Landmark renminbi move for Latin America Finance Asia
The internationalization of the renminbi has taken another big step forward...
World Bank lowers growth outlook for East Asia AP
Indonesia Dollar Debt Gains as Rupiah Plummets BL
Caviar Off the Menu for Indian Officials as Junk Rating Looms BL
Japan and Abenomics - Taxing times Economist
Index-Linked Bonds Herald End of Deflation in Japan? WSJ
What 1973 can tell us about today's economic crisis Elliott