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US Consumer Sentiment Jumps to a Four-Month High Reuters Retail Sales in U.S. Rose 0.9% in August on Auto Demand BL BL: The 0.6 increase in the consumer-price index was the biggest since June 2009 Gold bugs havent lost the Midas touch Das Commentary: Get ready for the return of the golden age After Fed, Yield Moves to the Fore WSJ The money printers are responsible for this crisis. If we continue with this expansionist monetary policy we wont be facing a fiscal cliff it will be a fiscal grand canyon Faber Bernankes friend credited with encouraging Fed shift Reuters Methods of Policy Accommodation at the Interest-Rate Lower Bound Woodford Fed Determined, But Tools Are Limited Comstock Era of 'jobs-targeting' begins as Fed launches QE3 Pritchard Bernankes Quantitative Easing: Wrong Medicine for an Ailing Economy Heritage Quantifying QE CME Group The real problem with QE...is that the Fed must at some point unload all these bonds it has bought Gold Set for Even Bigger Bernanke Boost CNBC Merrill's Widmer Paul: Were creating money out of thin air BL Economists React Stocks Likely to Fizzle Today, History of Big 'Fed Days' Suggests The Fed's bond-buying spree may not save the jobless Fortune Lame Congress forced Fed's hand La Monica Republicans blame Obama for Fed action CNN No joy in Saverville: QE3 has struck them out MW ...what he [Bernanke] is really saying...to savers is that The beatings will continue until morale improves. As U.S. opens vault, Harper warns: Uncertainty 'the new norm' Ritholtz - MyB - Krugman - Y Smith - TP - RB - Sheehan - Trump A Look Inside the Feds Balance Sheet WSJ A Disturbing Look Inside the Mind of Ben Bernanke PragCap Fiddling at the Fire Roubini It hurts so good - Its been four years since Lehman went belly-up Hulbert America's hold on AAA rating risks collapse next year Telegraph Reuters: For the first 11 months of fiscal 2012, the government's budget deficit totaled $1.164 trillion Sept 11: Germany says U.S. debt levels "much too high" Reuters Krasting - Smith - Norcini A Conversation with Ray Dalio (Video) CFR Citigroup Puts the Fun Back in Taking Huge Losses BL SEC probes some Wall St trades after 2008 meet with Henry Paulson: WSJ Reuters Banks to sue Dubai Group over unpaid loans R British Ponzi Victim Payouts Lost on Fish, Ferraris BL UBS "rogue trader" fraudulently gambled away $2.3 billion, court told R Bank study: Credit still crunched Fortune Meat company sues ABC News for defamation over 'pink slime' LAT
Forex Markets on High Alert for Yen Intervention CNBC Spains Aid Dilemma in Focus at Euro Crisis Meeting BL Euro Zone Epicenter of Worst Crisis Since WWII: Trichet CNBC A party in Europe, but a hangover is coming Fortune BRICs Are 'Investment Disaster': Deutsche Bank Strategist CNBC Asia central banks less likely to ease after Fed MW Heart Attack Is No Reason to Disappear in China Pesek As China Slows, Australia Feels the Pain BW China Communists Near Soviet Tenure as Leader Pick Looms BL The problem of ageing population in Singapore and HongKong ... Singapore Business Review Video: Economist says Canada's already in housing bubble G&M Sam Bacile - the man behind the controversial 'The Innocence of Muslims' film Inde
Chinese Ships Enter Waters Near Islands Disputed With Japan BL Japan to Mobilize Coast Guard When Beijings Ships Reach Islands VOA
Gold prices surge to 6-month high on Fed action Reuters Federal Reserve issues FOMC statement FED ...the Committee agreed today to increase policy accommodation by purchasing additional agency mortgage-backed securities at a pace of $40 billion per month. 30-Year U.S. Mortgage Rate Holds Near Record Low Reuters New Report - 4 New Commodity Opportunities You Need to Know About Today EW America Is Facing a Lost Generation: Jim Rogers Breakout Jobless Claims in U.S. Rose More Than Forecast Last Week BL Wholesale Prices Rise Most in Three Years as Oil Surges BL Global stocks subdued as Fed QE3 looms Reuters Jim Rogers: This Will End in 'Terrible Mistake' CNBC U.S. Dollar: Don't worry, be happy Merk Pity Bernanke's Near-Impossible Job Barrons While further Fed stimulus is likely, its positive effect is far from certain. A different kind of inflation problem WP Psychoanalyzing the Fed Smith String Pushers Panzner Bernanke Policy Credibility Seen Outlasting His Fed Term BL The central bank will probably announce a third round of bond purchases, according to almost two-thirds of economists in a Bloomberg survey Fed Move Unusual When Stocks Are Hitting Multi-Year Highs CNBC Beijing To Bernanke: Bring On QE3, Fast Forbes Its Time for Bernanke to Declare the Party Over Schiff Bond Market Observations September 2012 Standish Building Rickety Bridges to Uncertain Outcomes PIMCO Macro Analytics - Marginal Returns Long & Smith Reich - Keen - Mish FX Hot Picks - Waiting for the SNB and QE3 Danske Financial Crisis Cost U.S. $12.8 Trillion Or More: Study HP PDF Is US economic growth over? VOX Two and a half centuries of rising per-capita incomes could well turn out to be a unique episode in human history. Pimco's Gross Slashed Treasury Holdings in August WSJ Former Banker Promises Inside Peek at Goldman Dealbook Gold still has room to run MW Gold scrap flow slows as traders eye Fed for direction Reuters Use Standard SMAs to Identify Gold Market Regimes? CXO Geopolitical unrest and key oil producers EB Shanghais throughput slides Lloyds ($)
A Primer on the Euro Breakup Hinde Sight Depart, Default, and Devalue as the Optimal Solution The euros demise may be the final chapter of the ERM debacle Warner A Setback for Germany's Euroskeptics Spiegel Italy borrowing costs plunge at auction Telegraph Greek Premier Pushes for Reprofiling ECB Bonds WSJ Europes pre-Eurozone debt crisis: Faroe Islands in the 1990s VOX Govt revenue down in Aug for first time in 2012 China Daily Profits at banks come under pressure Shnaghai Daily China's Richest Man Hunts for Global Deals on More Competition BL Closer look at home-buying curbs Shanghai Daily Shadow Bankers Vanishing Leave China Victims Seeing Scams BL Swiss Farmers Clash With Traders as Bubble Builds in Town of Zug BL Swiss central bank cuts growth outlook, holds key rate Reuters Housing Bubble? Dont Rely on CPI to Tell You, CD Howe Says WSJ Banker who left HBOS needing bailout is fined 500,000 Inde Tokyo must come back 'from the brink' China Daily China will never acknowledge Japan's illegal grab and so-called actual control of the Diaoyu Islands
U.S. Embassy in Yemen Stormed as Gunfire Heard in Vicinity BL Violence returns to Cairo as police tear gas protesters outside US embassy RTE
More Fed monetary easing likely on Thursday: Reuters poll Reuters Oil Pushes Up US Import Prices for First Time in 5 Months CNBC Markets Doubt More Fed Easing Will Boost Hiring: Survey CNBC Fed Seen Starting QE3 While Extending Rate Pledge to 2015 BL U.S. Holiday Sales Expected to Rise on More Store Visits BL Mario Draghi Alone Cannot Save the Euro Wolf Central bankers are putting all at risk WT Audit the Fed? Eichengreen Moody's sends a message LAT Housing Programs Are a Sorry Tale of Too Much Caution BL Canadian Exports Collapse... Mish Adler Zuckerberg Acknowledges 'Disappointing' I.P.O. Performance NYT Gold hits peak again, importers not keen to stock Reuters Footnote to Financial Crisis: More People Shun the Bank WT
German Court Backs Permanent Rescue Fund With Liability Cap BL Moody's: ECB Bond-Buying Is Not Enough CNBC France's Rich Feel 'Hunted Down' as They Flee Country FT U.K. will lose AAA, and chaos will follow Lynn Only the German people can renounce their sovereignty Pritchard New yuan loans hit August high China Daily Why a credit downturn would seriously test Chinas banking sector fa Wen Jiabao defends China's 2008 stimulus FA 11 stocks for China's next burst Jubak White House declines Netanyahu request to meet with Obama Haaretz
Fiscal cliff. Market crash. Depression: A way out Farrell Roubini sees perfect storm of risks for global economy FP Chinas U.S. Debt Holdings Arent Threat, Pentagon Says BL Attempting to use U.S. Treasury securities as a coercive tool would have limited effect and likely would do more harm to China than to the United States Treasury flash crash could become reality CNN High-frequency trading now accounts for roughly 40% to 50% of the daily volume in Treasuries, compared to a "negligible amount" just five years ago... By Friday investors could be looking at a bloodbath CNBC Stocks could pull back this month MW Policy for a Decaying Economy Bears Lair Erskine Bowles: an object lesson in Wall Street influence on Washington Baker Bernanke Has Already Told Us: More Stimulus Is Coming Baum The swan song of stagflation MyBudget David Stockman: U.S. Faces Permanent Fiscal Cliff CNBC (via FS) Election, "fiscal cliff" temper U.S. hiring outlook: Manpower Reuters State and Local Pensions: What Now? Brookings Bill Gross Sees Higher Long-Term Yields Amid Reflation BL UBS sees gold leaping to $1,850 within a month G&M But its not just gold UBS is bullish on: It thinks silver is going to shine too... Carry Trade Loss 2.8% as Dollar Fails to Weaken on Fed BL IMM positioning: More potential for short unwinding to lift EUR/USD Danske
Big Banks Hide Risk Changing Collateral for Traders BL At least seven banks plan to let customers swap lower-rated securities that dont meet standards in return for a loan of Treasuries or similar holdings that do qualify, a process dubbed collateral transformation. Goldmanites fall out of the 1% Fortune Dimon still has 'whale' of a problem MW Technology Stocks With Record Dividends Send Bearish Signal BL The signal that they are sending to the shareholders is, look, growth prospects just arent there Boone Pickens: US Doesn't Need OPEC Oil CNBC GM denies losses of $49K on every Volt USAT HP expands job cuts to 29,000 USAT
An Unexpected U-Turn - Why Merkel Wants To Keep Greece in Euro Zone Spiegel German Court Won't Delay Bailout Fund Ruling Reuters Euro Bailout Fund Faces New Court Challenge in Germany Spiegel ECB's Draghi Plan doused by rebellions in Germany and Greece Telegraph Investors don't know what to make of Greece Jubak Amidst wealth tax controversy, Frances richest man to take Belgian citizenship G&M China New Yuan Loans Exceed Forecasts After Rate Reductions BL Sharp decline in average price and buying of new homes in city Shanghai Daily Robert Shiller Says He's Not Investing In Vancouver Real Estate' HP Moodys Negative on U.K. Banks Amid Recession, Regulation BL Japan Cost-Cutting Leaves Salaries Near Crisis Low BL Japan Banking Minister Matsushita Found Dead at His Home BL Hong Kong Occupy Protesters to Be Evicted From HSBC Building BL The last major remnant of the global Occupy movement... Libor fixing to be investigated by international body Inde Why Is the Yangtze Running So Red? BW Iceland on the wing Forbes (Das) Japan infuriates China by agreeing to buy disputed isles Reuters This is a serious infringement of China's sovereignty and has seriously hurt the feelings of 1.3 billion Chinese..." Wen vows no concession China Daily The risk has increased that Sino-Japanese relations will spiral out of control over the issue...
Consumer credit falls unexpectedly in July Reuters FED
Fed Stuck at Zero Into 2015, QE Odds Reach 99% BL Bair: More Fed Easing Won't Make Banks Lend CNBC Goldman Analysts Call Banking Slowdown Structural, Not Temporary BL Late-Stage, High-Risk Hussman Performance Anxiety?! Saut The Rise of Inflation Nations Xie The common denominator linking China, the United States, Japan and European countries is they will all grapple with inflation, and hedging is no simple task How central banks contributed to the financial crisis VOX EB Something bad is about to hit the market MW Gold gets some powerful friends Brimelow The Euro Zone Will Pay a 'Terrible Price': Jim Rogers These guys have been saying the same old garbage for a long time. Its not a game-changer its good for the market for maybe a month. Economy highly mediocre, top forecaster says MW The Tag-Along Market Barrons Obstruct and Exploit Krugman Yardeni - Krasting - BeSpoke Deal to Avert U.S. Fiscal Cliff Could Start With Alternative Minimum Tax BL The Weatherman Is Not a Moron NYT The global debt clock Economist It Is Impossible For The US To Default Forbes
U.S. to Sell $18B of AIG Shares, Bringing Stake Under 50% BL Ship Magnate Uses Gut in $11 Billion Bet Worst Since 70s Ending BL Why Some CEOs Survive Wall Street Scandals Cohan Corporate Cronyism Harms America WSJ Jay-Z knocks Occupy Wall Street NYM What NFL Ticket Prices Say About the Economy Breakout
Carthaginian terms for Italy and Spain threaten Draghi bond plan Pritchard The cold douche begins. Markets will now learn that the European Central Bank's bond plan is a devout wish, not a done deal. Europe's political minefield lies ahead. Why early sovereign default could save the euro Euro zone enters dangerous week buoyed by ECB Reuters Thousands of Greeks protest against new round of austerity cuts Reuters Merkel accused of being 'female Don Corleone' Independent Germany should back growth or leave euro-Soros Reuters Mish "China is actually destined for a hard landing, which will reinforce the global tendency towards depression." China Imports Unexpectedly Drop as Exports Rise < 3% B China Output Growth Slows... The data underscore risks that full-year growth in the worlds second-biggest economy will slide to its lowest in more than two decades Sock City's decline may reveal an unravelling in China's economy Guardian Failures such as Anli's and a slew of disappointing data in recent weeks are raising fears far beyond China that a slowdown in the world's second largest economy is turning into a hard landing. Ways To Hedge A China Hard Landing Forbes Secondary home transactions stall Standard China will widen yuan's band but no timeline set Shnaghai Daily In China, Silvercorp critic caught in campaign by police G&M What he didnt know was that in the wake of a series of scandals involving Chinese companies listed on North American stock exchanges, authorities in China had decided to push back hard against those attacking the credibility of Chinese firms. South Korea unveils $5.23 billion stimulus plan MW Fidelity $2.4 billion fund vaults past JPMorgan in race for SE Asia cash Reuters President Hu: Tokyo 'must realize this is serious' China Daily
Wall Street Week Ahead: A nice rally while it lasted Reuters Debt Be Not Proud Mauldin Diverging Like It's 1929 Noland Draghi and Bernanke spur rampant market speculation. Participation Climax Swenlin The awful, awful August jobs report AEI Subprime Auto Nation JimQ Reflationary Train Leaving the Station Puplava Are Rescue Efforts Too Late To Prevent A Global Recession? Harding Central bankers can't save us now Jubak White House to miss deadline for report on 'fiscal cliff' budget cuts TheHill Ending the Financial Arms Race Rogoff Global Views Scotia Global Equity BMO Weekly Focus: ECB back as fire fighter - and it works Danske 2012 U.S. Federal Election and the Economy BMO Article: When an Over-Ripe Market is Ready to Spoil EW
How to Find Weeds in a Mortgage Pool Morgenson Searching for a Speed Limit in High-Frequency Trading NYT Investors Exit Hedge Funds After Another Bad Month CNBC JPMorgan Faces Escalating Senate Probe of $5.8 Billion Loss BL In Tax Shelter Case, Ex-Credit Suisse Banker Barred From Leaving U.S. BL Influence of Money Market Funds Ended Overhaul NYT China's Alibaba to pass Amazon, eBay in transaction value: executive Reuters Gun Sales Are Surging CNBC I should put Obama's picture on the wall. I'd name him salesman of the month! Gold-Stock Breakout ZEAL
Italy Has No Plans to Access ECB Bond-Buying Plan: Monti CNBC After High Note for Euro Plan, Discord Emerges NYT Bank of England's Dale warns about risks of loose policy Reuters Ireland to Miss October Target for Euro Aid on Bank Debt BL Iceland's debt-relief lessons for eurozone Guardian Greeks Head to Sweden, 'Trying to Survive,' Toilet Brush in Hand BL Germany Cannot Be Leader of the World: Italys Prodi CNBC Photographer Fatigue - The Absurd Quest for Euro Crisis Images Spiegel China Inflation Ticks Up, Room for Easing Narrows Reuters Hu makes pledge on Chinese growth BBC From Plutonium to Power - Russia To Produce Electricity with Former Nukes Spiegel This is going to lead to problems! You shouldn't build a nuclear reactor under time pressure, and certainly not such a complicated one!
Canadians stretched to limit as Moodys warns of sky-high debt loads G&M Slowing Job Creation Might Guarantee QE3's Coming Reuters Payrolls in U.S. Rose 96,000 in August, Jobless Rate Falls to 8.1% BL BLS Roubini: If Jobs Number Is Weak, QE3 on Its Way CNBC Jobs Report: Taking a Step Back to View the Big Picture WSJ Why Jobs Report Is Also Watched as Election Indicator CNBC Spiegel: Given that the ECB can literally print money, it essentially has unlimited means to buy bonds -- Euro crisis: 'Rajoy has backed himself in a corner' BBC -- "Hard reforms" a condition... R -- The soup kitchen for impoverished euro-zone banks is re-opening -- ECB Bond Buying Plan A 'Blank Cheque' For Struggling Countries, German Critics Say -- Kass: Euro Experiment Going to Fail -- Marginally Less Screwed - -- Krugma - Sheehan -- Next Up - September 12: A negative ruling, considered improbable by legal experts, would cast the 17-nation European single currency area into turmoil How to Unscramble an Egg Absolute Return Letter Who said sell in May and go away? Hulbert Euro: Looks like a duck, quacks like a duck Merk Silver steals the spotlight from gold MW Cleaning Up the Economy Krugman One Chart Republicans Do Not Want You To See BeSpoke Obamas Lame, Unconvincing Speech BL Mitt Romney and the 12 million jobs fantasy MW A Look Behind the U.S. Decline in Global Competitiveness NYT Ryan on Conditional Macroeconomic Prediction EB Who is speaking for the poor? Salmon Panzner - Mish - Dr. Marc Faber: My Greatest Concern−The US Could Confiscate Gold, Again FS Intel Cuts Outlook, Citing Challenging Environment AP Senate Committee Launches Probe Of JPMorgan's 'Whale' Losses: Report Reuters Facebook Investors Know Exactly Whom to Blame Weil European moves jolt gold-mining stocks Jubak Bernanke took advantage of low rates to refinance BW
Mario Draghi promised a bazooka but produces a pea-shooter Warner Greece to mull cutting bailout officials' wages Reuters 'Policy paralysis' cited in China slowdown Shanghai Daily China splurges 100bn on infrastructure projects Telegraph Is China 'Buying' Egypt From the US? GlobalPost Trade war warning as EU solar probe begins Shanghai Daily Beijing 'regrets' EU solar decision China Daily Korea's Credit Rating Now Safer Than Japan's Chosun Argentines feeling trapped by currency controls AP Munich May Not Have Enough Beer for Oktoberfest CNBC Worries intensify over Syrian chemical weapons WP
Draghi Says Officials Agree on ECB Unlimited Bond-Buying BL Consumer Confidence Gauge Signals Severe Discontent for Fifth Week BL Draghi Credibility at Stake as ECB Tries to Save The Euro BL Further evidence corporate earnings power is weakening Yardeni The next 6 days could make or break markets MW Business Cycle Monitor: Global weakness takes hold Danske Bear With China Kass Mish - Schiff Homeownership: An American Fantasy HP Can Bernanke Stave Off a Recession? (Ritholtz) Daily Ticker Bernanke Channels Nixon, Revives "We're All Keynesians Now!" Forbes Geithners View from the Top of the Bubble Pollock Debt Deal Collapse Led to 'Pure Fury' From President Obama ABC Time to buy as pros turn bearish G&M Gold Standard Is Coming Forbes Fools gold standard Weidner The gold standard and economic growth EB Gold Glitters in September BeSpoke Gold hits five-month high amid predictions of $1,800 by year-end Telegraph Golds Rise To Continue Above $2,500 via ZH Russia is bulking up its gold reserve MW JPMorgan 'Whale' Probe Extends to Fourth Trader Reuters The Underfunding of Corporate Pension Plans Brookings Saudi oil well dries up Pritchard U.S. Hunger Problem Just Got Worse HP
Draghi to deliver bond plan at crunch ECB meeting Reuters Reports: Jens Weidmann, who heads the Bundesbank, considered quitting over the disputed plan although he was dissuaded from doing so by his country's government Nearly Half of Germans Don't Trust ECB's Draghi Reuters QE is doing more harm than good, report finds Guardian Rebalancing the Eurozone: Internal adjustments wont be enough VOX European Stocks Could Correct Up to 20%: Marc Faber CNBC China reportedly rolls out massive city-rail initiative MW 'Housing bubble is not yet under control,' SocGen warns Canada G&M Canadian housing bubble goes into full mania mode Dr. HB Housing danger signs Ministry lowers industrial output growth forecast Shanghai Daily Hitachi's Chinese plant cuts production China Daily HSBC Israel CEO: Israeli banks underprice risk Globes China's Celebrity Short-Seller Makes Killing in Markets Reuters Why Quebec Should Stay in Canada BL
$16 Trillion Euro zone likely back in recession as PMIs slump: poll Reuters Productivity Posts Sharp Gain as Labor Costs Come Down Reuters The Efficacy of the FOMCs Zero Interest Rate Policy Thorton The net effect of the FOMCs persistent zero interest rate policy could hinder economic growth The Lending Lindy PIMCO (Gross) Sovereign Debt: A Modern Greek Tragedy FRBSL The authors of this article provide a general introduction to the concept of sovereign debtincluding the seductive nature of borrowing and the strategies associated with default... More bad news this time from insiders Hulbert This Recovery is Different D. Gros Civility Saut An Exit Strategy From Bernanke Bears Lair The Feds Dirty Easy Money Ferguson Profit Motive: If Earnings/Margins Are Peaking, What About Stocks? Sonders Thieving Thieves Krasting EB Student debt crisis enters a tipping point MyBudget The Boom and Bust of U.S. Housing Prices from Various Geographic Perspectives FRBSL Home Price Rebound? Not as Fast as You Think CNBC US Slips Down the Ranks of Global Competitiveness CNBC Spiegel: Both the Democrats and the Republicans have become more unabashed in their lies than ever before.
Sharp puts up Pioneer shares to main creditors for additional loans Yomiuri FedEx cuts outlook, citing weak economy CNN How Wall Street creates criminals USAT More than a quarter of respondents reported they had personally observed or had firsthand knowledge of wrongdoing in the workplace... Exclusive: Libor probe claims Barclays executive and a trader Reuters U.S. lays out examples of "gross negligence" by BP Reuters Zuckerberg Won't Sell Facebook Stock for at Least 12 Months CNBC Gold Set for Dramatic Fall If Central Bankers Disappoint CNBC Inflation fears fuel gold rally USAT
Citigroup issues LC in RMB China Daily ...demonstrating the bank's eagerness to cash in on the current push to make the yuan a global currency. Taiwan - HK - SK - Germany - Latin America and the Middle East? Yuan settlements gain favor with exporters China Daily Transactions using the yuan in cross-border trade reached some 581 billion yuan in the first quarter of this year, up 61 percent year-on-year ECB Plan Said to Pledge Unlimited, Sterilized Bond-Buying BL Brinkmanship as Spain warns over bail-out Pritchard Spain has issued a veiled warning that it will not accept a full bail-out from Europe if the terms are too harsh Eurozone demands six-day week for Greece Guardian The demand is contained in a leaked letter from the "troika" of the country's lenders... The Catastrophic State of Italy's Labor Market Spiegel The Old Lady bulks up Economist Britains central bank is about to become even more powerful... China's services activity hits one-year low in August Shanghai Daily China Auto Sales Slow, Will Still Pass U.S.-Japan-Germany BL Unprofitable China COSCO Holdings Still Gets Top Rating Caixin China Lianhe says shipping company is AAA in part because the government can bail it out China Ceases Foreign-Exchange Services for Over 1,500 Companies BL It could be part of the measures to block loopholes as capital outflows have been quite strong recently 9-year-old stadium demolished in NE China China Daily Hong Kong's Fevered Property Market Asia Sentinel Clinton Brings to Beijing Plea for Maritime Solution BL Swiss bank vows to hold franc down FT (via Google)
Food-Stamp Use Climbs to Record, Reviving Campaign Issue BL Manufacturing in U.S. Shrank in August for Third Month BL Construction Spending Dropped We've Got The Goods On ‘Em Contrary Investor Summertime blues Econ Back to Work Schwab Sept = Crunch time Jubak Hulbert Stocks likely to end year higher Hulbert BofA - This IS Your S&P 500...On Inflation BLV Watching the Bank of Bernanke Grant Positively out of bounds for the chairman of the Federal Reserve is the admission that he is in the wrong line of work. Fed ready for further experimental easing El-Erian (Complete via Google) Bernanke Channeling Hatzius Dismissing Gross New Normal BL Bernanke is betting the new U.S. economy is the same as the old one as he lays out arguments for more stimulus to revive it. Martin Feldstein: Risks of more Fed stimulus Fortune Fed Watch: Employment Data Ahead Duy How Long Will the Dollar Remain the World's Reserve Currency? Paul Central Bankers Fail to Understand Forces Holding Back the Economy Mish The real fiscal cliff Schiff CBO Demands a Leap of Faith on the Fiscal Cliff BL How does the CBO come up with these numbers? Its projections are Keynesian Total state debt over $4 trillion SBS 10 states drowning in consumer debt MSN Leaving the Hotel Euro? Keen Smith Tentacles of Deception with Ty Andros via YouTube The four corners of the California housing market Dr. HB Vital Signs Chart: Income From the Government WSJ The foreign exchange market: Not as liquid as you may think VOX
Big Apple Dwarfs Entire Regions FT Citi Accused of Hiding Troubles Before Crash NYT The Man Behind Facebooks I.P.O. Debacle Sorkin California unions hold power but face peril SacBee Bankruptcy saves tiny city, but leaves scars Reuters When Bain walks out on its debts, its business as usual D. Gross IRS warned, but did not act on tax strategy for private equity Reuters Breaking Up Banks Is Hard With Traders Hooked on Deposits BL Gold Seen Rising on Prospects for Further Central-Bank Stimulus BL Gold seen extending gains to another peak Reuters The era of cheap food may be over Guardian
Whatever it takes? Draghi Spain to inject 6 billion euro into FROB bank fund: source Reuters Spain's Capital Flight Now Worse Than Asian Crisis CNBC NYT: “There is just too much risk. Spain is going to be next after Greece, and I just dont want to end up holding devalued pesetas.” Moodys Changes Euro Zone Rating Outlook to “Negative” Reuters EU Outlook Cut by Moodys to Reflect Germany, U.K. Risks BL Euro Crisis Starts to Bite - German Export Orders Slump Spiegel How much longer can we keep kicking the can...? Warner Commission and Berlin differ over ECB bank supervision Reuters Depression, Suicides Rise as Euro Debt Crisis Intensifies CNBC U.K. Construction Shrinks - Swiss Economy Contracts Fears of bubble stall Chinese stimulus Finance Asia Cheesy Group Photos Show Economic Paralysis Pesek Norway housing price, credit surge fuels bubble fears Reuters Are Australia's Days as ''Lucky Country' Numbered? CNBC Housing starts in Canada expected to decline in 2013 NB Financial To Back Democracy, U.S. Prepares to Cut $1 Billion From Egypts Debt NYT Russian officials told bribes are not tax deductible Telegraph China warns U.S. not to take sides in sea disputes Reuters Africa gets hit by Eurozone crisis VOX
Fed Moves Toward Open-Ended Bond Purchases BL Technicals flash amber as ECB and Fed struggle to validate rhetoric Pritchard Are Markets Positioning for a Bout of Dollar Bashing? CNBC Currency speculators have turned bearish towards the U.S. dollar for the first time in a year... -- Three months of USD unwinding, investors are now short Danske Market Outlook: Big Week With Friday's Jobs Report and ECB - Hiring Probably Limited... The Consequences of Easy Monetary Policy Mauldin Odds tilt in favor of Fed move in September MW Risk #3 Noland CEOs Express Major Worries Over Economy, Fiscal Cliff Puplava The Feds Radical QE Policy is on the Chopping Block Dorsch Why Bernanke has become irrelevant Fortune Bernankes Cruel Hoax NY Sun Sentiment and Seasonality Urge Caution Swenlin ”Framing” Prevents Needed Stimulus Shiller Gold Wagers Jump to 5-Month High as Fed Spurs Rally BL Gold-Stock ETF Rising ZEAL The Strange Allure of the Gold Standard TIME Schiff - US Could Be On A Gold Standard Within Two Years King 7-minute Video Forecast (Expires Sept. 4th) EW Global Views Scotia Global Equity BMO Weekly Focus: Waiting for Draghi's big plan Danske U.S. Economic Recovery: Are We There Yet? BMO Can The Stock Market Avoid Election Year Dip? Harding Greed and Debt: The True Story of Mitt Romney and Bain Capital Taibbi Hussman Funds 2012 Annual Report Hussman
Big Banks Are Hazardous to U.S. Financial Health BL Mortgage Registry Muddles Foreclosures Morgenson New York Investigates Private Equity Firms on Tax Strategy NYT Jack Bogle: Financial 'train wreck' looms USAT Bank Stock Housing Bubble May be Bursting Again TheStreet Last Plea on School Loans: Proving a Hopeless Future NYT Fisherman's Fortune: The $736,700 Tuna CNBC Obama funds study for new fossil fuel source USAT
US Companies Brace for an Exit from the Euro by Greece NYT Spain May Ask Europe for Even More Financial Aid Reuters Spain creates 'bad bank' for debt BBC The move is aimed at helping the country's troubled banks draw a line under the debt crisis and move on. Fresh threat to bond-buying plan as eurozone divisions laid bare Telegraph Dont Bet on the End of Chinas Growth Miracle BW China August PMI at 9-Month Low Signals Need for Stimulus Reuters China Economys Deterioration Raises Risk of Wen's First Miss BL Chinese lenders face high risk of rising bad loans Shanghai Daily Japan hit by bond glut and rising yen Guardian Kuwait deal with Athabasca sparks interest from other oil sands players G&M Exclusive: U.S. Scales-Back Military Exercise with Israel, Affecting Potential Iran Strike TIME US Gets More Banks to Comply With Iran Sanctions Reuters |