U.S. Mortgage Rates Fall With 30-Year at 3.92% BL
Jobless Claims in U.S. at 14-Year Low Over Past Month BL
Secular Stagnation Crook
The world’s best market timers: the Federal Reserve MW
“They are afraid of the [stock] market going down and they will be blamed”
How Quantitative Easing Contributed to the Nation’s Inequality Problem Dealbook
Maybe the Fed is delusional about the effects of its policy...
Bond funds stock up on Treasuries in prep for market shock Reuters
Is This the Beginning of a New Bear Market? Important Signs to Watch Puplava
Stocks’ Recent Rally May Not Last Barron’s
Credit Crunch Lives on in Housing BL
Evidence of Another Even More Sweeping Housing Bust is Already Starting to Appear EW
Sovereign-debt relief and its aftermath: The 1930s, the 1990s, the future? VOX
Census workers manipulated economic data: whistleblower Crudele
America's middle class knows it faces a grim retirement LAT
Convicted fraudster Allen Stanford files appeal CNBC
JPMorgan was alerted of hiring concerns in China before U.S. probe: WSJ Reuters
Earnings day is a moveable feast Saft
Co-operative bank scandal blocked shake-up of banking, say MPs Guardian
Lloyds Said to Cut 9,000 Jobs Amid Online Banking Shift BL
Why Does Warren Buffett Still Own Coke and IBM? Kass
Paul Krugman Agrees: 'Soak The Rich' HP
N.Y. Fed Official Christine Cumming to Retire in June 2015 WSJ
China manufacturing fails to fire in October AFP
Coene Tells L’Echo ECB Has No Proposal on Corporate Bonds BL
Oil slump leaves Russia even weaker than decaying Soviet Union Pritchard
Why Canada is a bigger target than you may think CNBC
Harper Says Canada Isn’t Intimidated by Terror Attack BL
The “New, Normal” In EM Ex-China BCAR
China Home Sales Decline, Yet Developers Building More Than Last Year Forbes
Manufacturing moving from China to US: survey AFP

Currency Wars Are Back: "Export Your Deflation to Someone Else" BL
In the Year 2024 Rickards
How Markets Need $200 Billion Each Quarter From Central Bankers BL
Is the Last Great Bubble bursting? MW
Has the junk bond bubble deflated? CNBC
Panic Defused in Stocks With Sharpest VIX Drop Since 2009 BL
The Farce That Is Economics: Richard Feynman On The Social Sciences InfiniteUnknown
Don't Get Ruined by These 10 Popular Investment Myths (Part VII) EW
More on the IMF and Fiscal Policy Triple Crisis
Cato opens center to challenge Fed Wash Examiner
“Vanilla Long” Trades May Be Going Way of Vanilla Ice BL
Be Careful, Correction May Not Be Over Lance Roberts  S&P Still in Downtrend
The Moral Economy of Debt Skidelsky
Next worry - surging corporate debt levels CNBC
Loan Market Losing on All Fronts as CLO Rule Change Looms BL
Forex-Rigging Fines Could Hit $41 Billion Globally: Citi BL
Regulators in the U.K. and U.S. could reach settlements with some banks as soon as next month...
J.P. Morgan Fined by EU Regulators Over Rate Rigging, Operating Cartel WSJ
Warren Buffett loses $2 billion in two days CNN
Warren Buffett’s bad housing advice Fortune
Carl Icahn: Markets Better Than 2008, Still May `Break' BL Chanos
Water Crisis Seen Worsening as Sao Paulo Nears “Collapse” BL
Gold hits six-week high on concerns over slowing growth Reuters
Exclusive: ECB looking at corporate bond buys, could move as soon as December Reuters
11 banks to fail European stress tests: Report Reuters
Is the Chinese Economy About to Fall Off a Cliff? Cassidy
Italy’s $2.6 Trillion Debt Gives Spanish Bonds the Edge BL
Russia Banks $32 Billion Buffer to Help Pay Debt Amid Crunch BL

Treasuries Decline as U.S. Home Sales Increase to One-Year High BL
The Flat Debt Society Mauldin
The Unintended Consequences of Fed Policy PragCap
Is It the Market Going Crazy? Or Is It Traders? Newsweek
Want to Know the REAL Reason Why the Stock Market Turned Down? EW
Ben Bernanke Suggests 3% Inflation Target ValueWalk
Was That It? Alhambra Is It Really Time to Load up on Stocks? Barron’s
Corporate bond sales recover as turmoil wanes FT
IMM positioning: Speculators add to record USD bullish bets Danske
Fed official: Big banks may need to break up CNN
U.S. regulator targeting lower down payments on mortgages Reuters
When Treasury’s Paulson Truckled to Red Chinese, Betraying AIG Investors NYSun
IBM Is in Even Worse Shape Than It Seemed BW
Inside the Volcker Rule's Process Labyrinth American Banker
5 serious real-estate mistakes that retirees often make MW
Gold Buying Rebounds in India on Diwali Jewelry Sales BL
This Nobel Is No Prize Barron’s
China economic growth falls to five-year low of 7.3%: govt AFP
Cheaper Made-in-China Land Rovers in Sight With New Plant BL
GIC Buys Tokyo Building in Bet on Rising Property Prices BL
Bank of England payment system crashes leaving homebuyers in limbo Guardian
'Poets and Alchemists':Berlin and Paris Undermine Euro Stability Spiegel
Draghi has his back to the wall MW
Is There Trouble in Sino-Russian Paradise? Caixin
Russia's Currency Crisis: This Is So 2008! Forbes
CDC Urges Stricter Ebola Protections for Health Workers BL
Occupy Central: 3rd weekend in pictures Finance Asia

CATO: The idea that the Fed, with no credible track record at forecasting, can be entrusted with the task of telling banks how to forecast their own financial risks, displacing banks’ own risk systems in the process, is the ultimate in fatal conceits.

On the Tendency of Large Market Losses to Occur in Succession Hussman
Markets: Into uncharted waters Authers
3,600  -- The 1987 stock-market crash’s equivalent point drop in today’s Dow terms WSJ
The 1987 Crash and a Dose of Perspective WSJ
Cashin: The worst Monday of all, nearly 30 years on CNBC
A Tale of Two Economies -- It Was the Better of Times, It Was the Worst of Times NTrust
Phase Shift? G. Long
Look Down!; Jump of a Lifetime; Not for the Faint of Heart Kass
How Low Will Stocks Go? Arrends
Leveraged Money Spurs Selloff as Record Treasuries Trade BL
“In the investor’s mind, there can be real risk contagion -- that’s what led to the speed of the selloff...”
Correction possible, but QE end needed: Fed Fisher CNBC
"We've been floating this market with the Ritalin of easy monetary policy"
Central Bank Credibility, the Equity Markets and Gold Pollaro
Underemployment worse than U.S. data suggest BL
Warren Buffett just lost $1 billion on this CNBC
IBM Will Pay Globalfoundries $1.5 Billion to Take Unprofitable Chip Unit BL
FedEx Ground Says Its Drivers Aren't Employees. The Courts Will Decide BW
Low oil price means high anxiety for Opec as US flexes its muscles Observer
China likely to see slower growth in 2015 CD
China’s Fourth Plenum: What you need to know CNBC
BOJ's Kuroda says economy recovering, weakness seen in output Reuters
Russia Credit Rating Nears Junk as Reserves Erode Amid Sanctions BL
Is Australia destined to be dragged down by Europe's economic malaise? Guardian

The Global Week Ahead Scotia
The market’s correction has many scratching their heads NTrust
When a Stock Market Theory Is Contagious Shiller
A Visual History Of The Most Popular Market Tops And Bottoms ZHegde
The deja-vu selloff is reaching a ‘crisis bottom’: McClellan MW
Either you’re the butcher or you ‘re the cattle JimQ
Finally! Stocks rally. But can it last? LaMonica
Investors Shaken as S&P 500 Reversals Ignite Volatility BL
Sell Everything & Run For Your Lives Rogers on RTT
Central bankers placate rates fears FT
The Other Bubble Shlaes
At least 113 staffers at U.S. Fed earn more than Yellen Reuters
Ritholtz: Just Try to Refinance. I Dare You BL
Global Views Scotia Global Equity BMO
Weekly Focus: Slowdown fears unsettle markets Danske
Behind Private Equity’s Curtain Morgenson
World’s Richest Lose $26 Billion as Walton Heirs Falter BL
Extreme PM Shorting Peaks ZEAL
LBMA Gets 8 Proposals to Replace Century-Old Gold Fixing BL
China gold output growth to slow to less than 1 pct by 2018-BMI Reuters
Who cashes in on King James' big Cleveland return CNBC

Chinese group only bidder for Mexico high-speed train BL
Russia Rating Cut by Moody’s on Sluggish Economic Growth BL

U.S. consumer sentiment rises despite Ebola fears Reuters
Bretton Woods III or bust Saft
World braces as deflation tremors hit Eurozone bond markets Pritchard
7 Reasons a Recession's More Likely than You Think Kass
5 Reasons to Worry About Deflation Brookings
Wall Street Might Know Something the Rest of Us Don’t Upshot
The Easy-Money Stock Market Is Over Ritholtz
October's Wild Ride Isn't Over Yet El-Erian
Market turmoil - A blessing in disguise? Economist
The World Is Now Set Up For The Mother Of All Collapses King
More Handouts to the Financial Industry Baker
Blankfein: Fed 'wise and courageous' CNBC
FX Forecast Update: The oil price collapse Danske
AMD to cut 7% of global workforce MW
Warren Buffett doesn’t show signs of worrying about this market MW
Buffett reduces Tesco stake after describing supermarket bet as 'huge mistake' Inde
Ackman: Lawyers have documents purported to show Allergan misled on Valeant Reuters
Exclusive: Wells Fargo to shut its 'dark pool' as demand falls Reuetrs
LBMA names Morgan Stanley as gold, silver market maker Reuters
Embattled Steve Cohen has made nearly $2B in 2014 CNBC
Without Social Security Income, A Majority of U.S. Seniors Would Be Poor WSJ
How Wall Street Is Killing Big Oil YALE
Greece 10-Year Bond Yield Soars to 9%... Mish
Industrial deflation deepens in September China Daily
China’s Weak Builders Get Weaker as Agile Flags Debt Woes BL
Zero Bailout Policy for Local Gov't Debt Leaves Doubts Caixin
Banks in China lift new yuan loans SD
EU leaders to confront Putin over gas threats AFP

Venezuela Goes From Bad to Worse as Oil Prices Plummets BL
China rail official sentenced to death for graft AP

Fed's Bullard signals more QE could be needed amid tepid inflation Reuters
U.S. factories help drive big gain in industrial output in September Reuters
Central bankers may have no quick fix as markets swoon, economy weakens Reuters
What Options Are Left for Central Banks? Smith
The Inflation Imputation Asness
World economy so damaged it may need permanent QE Pritchard
We will find out soon whether or not this a replay of 1937 when the  authorities drained stimulus too early, and set off the second leg of the  Great Depression.
Abnormal bond market move signals bears capitulating CNBC 1.5%? - Mish
Top investors, strategists take pummeling in Wall St sell-off Reuters
What seemed like another good year for investors in U.S. equities is now fraught with uncertainty, with $1.3 trillion in S&P companies’ market value disappearing.
This is who’s getting really walloped by the stock slide Weidner
The Five Reasons Why Stocks Are Falling Forbes
Understanding the Bears' Case for Stocks—and the Bulls BW
For varying groups, market frenzy may help or hurt AP
Part of the Problem: Stocks Are Expensive Leonhardt
The stock market correction has arrived MyBudget
Credit Markets Weaken as Issuance Halts, Junk Bonds Lose BL
Governments Need Inflation, Economies Don't Schiff
Bear Markets Move Fast: Read This Free Report EW
Dallas Officials Warn More Ebola Cases Could Be Coming WSJ
Exclusive: Commerzbank settlement with U.S. postponed probe Reuters
JPMorgan Seems Less And Less Interested In Lending Money HP
Citigroup Sees $1.1 Trillion Stimulus From Oil Plunge BL
Commodities Forecast Update: Weakness awaits rest of 2014 Danske
Scotiabank Commodity Price Index Scotia
3D Printing Industry: Hype vs. Reality BL
Greek Bonds Slump on Bailout Concern as Spain Misses Sale Target BL
China Credit Growth Climbs as Targeted Easing Kicks In BL
China Easing Home Loans No Panacea for Sliding Market BL
China overseas investment almost doubles in September: govt AFP
U.S. Says China Shows Some ‘Willingnes’ to Let Yuan Rise BL
Investors clamour for landmark UK dim sum Finance Asia
The first renminbi bond by a foreign nation has received hefty investor demand and has set a pricing benchmark for issuers.
Hong Kong Protests Swell After Video Shows Police Beating BL
Russia Can’t Be Blackmailed Over Ukraine, Putin Says BL
An Era of Global Turbulence Triple Crisis

U.S. Stocks Drop as Weakening Economic Data Fuel Selloff BL
Producer Prices in U.S. Decrease for First Time in a Year BL
Retail Sales in U.S. Dropped More Than Forecast in September BL
Oil Market Report for October IEA
BIS warns on 'violent' reversal of global markets Pritchard
“The sell-off, particularly in fixed income, could be relatively violent when it comes. There are a number of investors buying assets on the presumption of a level of liquidity which is  not there...”
Who’s afraid of bond defaults? CNBC
Richest 1% of people own nearly half of global wealth, says report Guardian
--
Global Wealth Report CS
Chinese continue to snap up properties in US China Daily
Chinese investment in US real estate will grow "dramatically" in the coming years...
Giant Battery Unit Aims at Wind Storage Holy Grail BL
Saudi billionaire Alwaleed warns over impact of falling oil price FT
Debt Crisis Reawakens in European Bonds as Greece Roils Market BL
Fears of triple-dip eurozone recession as Germany cuts growth forecasts Guardian
Criticism of Germany Grows as Economy Stalls Spiegel
China consumer inflation cools to near 5-year lows CNBC
China Factory-Gate Price Drop Ties Asian-Crisis Record BL
Beijing Finds Agreement With IMF About Slowing China BL
Venezuela Bonds Fall as Harvard Team Says Default Likely BL
“They have extensive domestic defaults and an economy that is really imploding”
Putin Loses His Best Friend: Expensive Oil BL
Australia’s addiction to private debt Macrobusiness

Sea Change Mauldin
Ten problems, or just one ? Price  The Right Question Saut
Here's Why the 200-Day Moving Average Matters WSJ
World Stocks Crash Prediction Vronsky
Blodget: “...a drop of 40%-50% would not be a surprise.”
The technical indicator that made the market tank CNBC
This is the most dangerous stock market since 2008 MW
Fed’s ‘Doomsday Book’ written to save the market Crudele
Infrastructure is generally a bad investment Hutchinson
IMM positioning: Speculative long USD positioning at a record level Danske
The Most Important Chart On Wall Street Ciovacco
What the F*#k Should Investors Do? Part 2 - Part 1 II
Inside the Fed’s ‘Doomsday Book’ WSJ
The Fed is fighting hard to keep the ‘Doomsday Book’ under court seal...
Coming Stock Market Crash: Why World's Central Banks Can't Prevent it IBT
Too-Big-to-Fail Banks Face Up to $870 Billion Capital Gap BL
Ackman, others seek what Buffett has - probably in vain Yahoo Finance
Americans face post-foreclosure hell as wages garnished, assets seized Reuters
Buybacks Are Back in the News Yardeni
U.S. Oil Producers May Drill Themselves Into Oblivion BW
Oil Bear Market Strains OPEC as Venezuela Seeks Meeting BL
Featured Article - Don't Get Ruined by These 10 Popular Investment Myths (Part VI) EW
The great Lira revolt has begun in Italy Pritchard
“We must leave the euro as soon as possible”
European Default Risk BeSpoke
German Bonds Surge to Record Levels WSJ
The moves came after a closely watched indicator showed an unexpected sharp slump in German economic sentiment in September.
Fake Invoice Doubts Revived as China Trade Skyrockets BL
“Signs of distortion might have re-emerged in the trade data”
Chinese PM Li to meet Putin as ties deepen AFP
Ruble Risks Betrayal at Home in Nation’s Rush for Dollars BL
Huge Ponzi Scandal Unfolds in India Asia Sentinel
Venezuela’s Spectacular Underperformance Reinhart & Rogoff
Money grows on trees with great walnuts of China AFP
“Even a relatively ordinary pair of walnuts can be more expensive than gold, in terms of weight”

Dow tumbles triple digits, extending last week’s drop MW
Air-Pockets, Free-Falls, and Crashes Hussman
Bears Stalk the ‘Goldilocks’ Stock Market WSJ
U.S. TIPS market signals rising concerns about disinflation Reuters
Slowdowns abroad threaten U.S. recovery Samuelson
Investor who predicted the
subprime crisis says stocks will fall 10%-plus MW
Goldman’s Broderick Says Shock Will Show Liquidity Risk   BL
“There’s no doubt in my mind that some idiosyncratic event will occur, and that will result in a shock that will be very surprising to a lot of market participants”
Elizabeth Warren on Obama and Wall Street CNN
Gold Advances to Four-Week High on Haven Demand as Silver Rises BL
Asian market hubs move into gold MW
Three big financial hubs in Asia are separately launching trading in a gold contract, each backed with physical gold.
Speculators Push Oil Into Bear Market as Supply Rises BL
Utilities tell solar users: Pay your fair share! CNBC
US hedge fund pays unnamed London executive Ł38m Guardian
China’s Exports Support Growth Amid Property Slump BL
Default Risk Alert as Li Shakes Local Safety Net: China Credit BL
How an unstable eurozone could topple the world economy Warner
World leaders play war games as the next financial crisis looms Guardian


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