Dollar Falls Most Since 2011 as Central Banks Bump Up Stimulus BL
Wall Street Week Ahead: Stock bulls eye Spain, Bernanke and jobs Reuters
’Zombie Economy' May Give Markets a Scare in October CNBC
Uncertainty and Risk in the Suicide Pool Mauldin
It's all Greek to Me Noland
"Rel-to-52" Not Confirming S&P 500 Highs Swenlin
Where stock market will be in fall of 2016 Hulbert
Are Declining Oil Prices Predicting a Stock market Decline? Harding
Viewing the Economy Through Campaign Glasses Norris
Philly Fed Flashes a Recession Warning PragCap
How to Erase a Debt That Isn’t There Morgenson
The Balance Sheet of Households and Credit Market Debt Griess
Student-Loan Defaults Rise as Scrutiny Grows BL
Global Views Scotia Global Equity BMO
Weekly Focus: FOMC minutes and US labour market report take limelight Danske
White House to firms: Hold off on layoff warnings CNN
Welcome back California home flippers! Dr. HB MyBudget
Obamanomics: A Counterhistory Leonhardt
First United Bank is 43rd 2012 U.S. bank failure MW
The secrets of Buffett’s success - Beating the market with beta Economist
Junk Bonds in U.S. Poised for Biggest Retreat in Four Months BL
BofA pays $2.4 billion to settle claims over Merrill Reuters
A Guitar Maker Aims to Stay Plugged In NYT
Why Gold Hasn't Hit New Highs Everyone Expected Reuters
Silver Miners ETF ZEAL
Spain to Borrow $267 Billion in 2013 as Pressure for Rescue Conditions Grows BL
First birthday for the Swiss franc floor against the euro: Unorthodox intervention to tackle huge capital inflows DB Research
Bound to Sea but Buried in Debt, Spain’s Fishermen Blame Bloc’s Policies NYT
Thousands in Germany Protest for Wealth Tax AP
HSBC PMI activity slide raises China Q3 growth risk Reuters
BL: The yuan climbed on Sept. 28 to its strongest level since 1993 on speculation China will announce measures to bolster the economy.
UK may lose AAA rating, Fitch warns Telegraph
Obama Bars Chinese-Owned Company From Building Wind-Farm BL
Inside the Bubble - Photos of China's looming housing crisis Foreign Policy
Chinese shipping companies order 50 supertankers Shanghai Daily
Canada aware of two cyber attacks, won't say if China involved Reuters

The Economic Fallout from the Senkaku/Diaoyu Flap Asia Sentinel
Spain Banks Have $76.3 Billion Capital Deficit Under Stress Test BL
Business Activity in U.S. Shrinks for First Time Since 2009 BL
U.S. Consumer Spending Stalls After Adjusting for Inflation BL
Blind Faith In Central Banks Won't Work Comstock
The 3 most overvalued assets today MW
Debt Ceiling Fight Club Reason
Washington Is Too Rich for Our Own Good BL
U.S. Fiscal Cliff Could Cut World Growth in Half Reuters
Restoring The Legitimacy Of The Federal Reserve Johnson
Public Sector Pensions: 'Their Accounting Makes Enron Look Good' Wharton
Global Forecast Update - Foreign Exchange Outlook Scotia
Stage Three for the Euro Crisis? DeLong Krugman - Sprott - Mish - Panzner
Bullish Sentiment Shows a Modest Decline BeSpoke
Muni buyers, beware CNN  Muni bond funds report Reuters
Meredith Whitney Blew a Call—And Then Some WSJ
Bankers Must Wash Hands Before Returning to Work Weil
Goldman Settlement Shows Bankers Still Paying to Play BL
Cleaned-up Libor may be secured by criminal penalties Inde
The Myth of Fixing the Libor Norris
Occasional Paper 12-01: Hedge Fund Dynamic Market Sensitivity Dallas Fed
Why the Housing Market Is Poised to Enter a 'Virtuous Cycle' Wharton
Bair: Why Citi should have been broken up Fortune
Is It Time to Reform Executive Compensation and Stock Option Grants? Brookings
Nation's water costs rushing higher USAT
Reuters: The government confirmed a temporary 75 percent super-tax rate for earnings over one million euros
Policymakers have themselves to blame if austerity mania breaks up euro Elliott
Research: What's the fuss about direct ESM bank recapitalisation? Danske
Are you ready for a German default? MW
Over the 12 months ended July 31, 2012, a total of 326 billion euros in bank deposits was withdrawn from the euro-zone periphery...
Spanish hopes threatened by 'shocking' statement Guardian
Spain Cleans Up Kitchen With Bank Tests as Bailout Looms BL
Spain must leave... Warner Europe's Betrayal of Spain Pritchard
Markets await Moody's review of Spanish debt MW
Day of rage in Greece as more stringent cuts loom Inde
Japan Consumer Prices Fall 0.3 Percent as BOJ Goal Stays Elusive BL
Fitch Ratings Cuts China, India 2012 Growth Forecasts CNBC
Goldman sees China's growth slowing to 7 percent for next decade Reuters
China's monetary policy facing a dilemma, says PBOC adviser Shanghai Daily
Baosteel halts output at plant in Shanghai to avoid further losses Shanghai Daily
China: What Kind of Superpower? BW
Cyclical Outlook for Asia: Structural Slowdown Shaping Near-Term Growth Dynamics PIMCO
EU, U.S. Recession Risks May Put the Brakes on Emerging-Market Expansion WSJ

China-Japan ties may sink like Titanic: official China Daily
China says Japan 'stole' isles, in verbal war at U.N. Kyodo

Spain Pledges Cuts to Meet Deficit Target as Bailout Looms BL
Hedge Funds Bullish on Silver as Hoard Nears Record BL
Gold Sets Records in Euros and Francs on Currency Concern BL
U.S. 30-Year Mortgage Rates Fall to Record Low of 3.4% BL
Economy in U.S. Expanded Less Than Forecast in 2Q BL
Claims for Jobless Benefits in U.S. Fall More Than Forecast BL
Durable orders sink 13% NW
Signs that bond market finally has topped MW
Bernanke Put: Beware of Easy Money Merk
A Lost Decade for Savers BW
“I guess I’m old fashioned, but I continue to find it astonishing that the Bernanke Federal Reserve believes it is within its mandate to incite risk-taking from our savers”
The Fed keeps on printing money - Hurting the middle class WP
Bernanke and Biddle NY Sun
We're Buying What the Fed and ECB Are Buying: Gross CNBC
Fed Virtually Funding the Entire US Deficit: Lindsey CNBC
Contempt for Congress Rampant as Public Rejects Sacrifice BL
The Derivatives Market Bomb = 1 Quadrillion Dollar = 20 Times The Global GDP T&F
Student Debt Burden Hits Record 20% of Households AP

Corporate America Sweats as US Nears “Fiscal Cliff” Reuters
EU set to charge Microsoft over ruling breach Reuters
Ex-Credit Suisse CDO Chief Serageldin Said to Be Arrested BL
Will Surging Oil Prices Prevent Environmental Doom? BL
Commodity Prices Will Rise Sheehan  Norcini on Gold
Bank of Japan Is Ready for Monetary Stimulus Again Reuters
Spain is turning into the new Greece, and Rajoy has himself to blame Telegraph
Greece Is Better Investment Than China This Year CNBC
Hong Kong Tycoon: $65 Million to Marry My Daughter GlobalPost
Not even the great economists of history can get us out of this fix Warner
Official: China Underestimated Global Slowdown Reuters
Shanghai shares rebound on stimulus speculation Shanghai Daily
Big Developers Buying Land, But Market Still Uncertain, Analyst Says Caixin
Foxconn Workers Labor Under Police Watch After Riot Shuts Plant BL

Japan Won’t Compromise With China on Claim to Islands, Noda Says BL
Beijing vows measures on islands China Daily
Assembly lines halted by islands row CHina Daily
Diaoyu Islands rift takes toll on China-Japan economic, trade ties Xinhua


“The Fed officials are some of the smartest economists around”...The trouble is,...“they know everything except their own limitations” Jen
Central Banks on the Offensive? Project Syndicate
The Emerging Headache of QE3 Xie
Why Fed Policy Is Just Like the NFL Refs El-Erian
Fed's Plosser: Opposed to risky QE3 because it won't work Reuters
Central banks make an historic turn Kaletsky (Sept 19)
Tinker, Tailor, Soldier, Central Banker WSJ
Credit Markets are Reversing the QE3 Euphoria via PragCap
Unintended Consequences of Well-Intended Policies Hunt
Honeymoon Over as Markets Brace for Volatility CNBC
The 2012 Recession: Are We There Yet? Achuthan
Housing Was at the Root of the Great Depression, Too BL
Beware The Bubble In Homebuilders As Housing Prices Rise Forbes
US housing market stabilising: Guardedly optimistic outlook DB Research
Home improvement sales going through the roof USAT
Rosenberg: The Housing Recovery Is Doubtful vai BI
Managing shadow inventory Dr. HB
Could you live in 150 square feet? Cities try out micro-housing CSM
Why QE May Not Boost Stocks After All Smith  BeSpoke - Mish - Gaffney
Falling profits spell trouble ahead Kellner
Caterpillar pares bullish 2015 view on ‘anemic’ economy INews
Japan's Sharp to slash workforce by 11,000 MW Staples shuts shops
Geithner Was a “Bailouter” in Chief During Crisis: Bair CNBC Yves Smith
Insight: U.S. probe of HSBC tangled up in bureaucracy, infighting Reuters
Former RBS trader saw Libor fixing as 'cartel' -report Reuters
For Warren Buffett, the cash option is priceless G&M
Bacon shortage looms: What will we bring home? MSN
Vegas books: $300M changed hands with NFL call AP
Crude Oil and Natural Gas Prices Reliably Intertwined? CXO
Precious metal funds: Silver emerges from gold’s shadow G&M  Hathaway
Scotiabank Commodity Price Index Scotia

Be very careful, beloved Spain Pritchard Protest turns violent: in pictures
Spain’s chicken game won’t end happily MW
Spain yields surge on Catalonia, Greek uncertainty MW
Draghi is devil in Weidmann’s euro drama MĂźnchau  (via Google)
Greeks Protest Again CNBC Euro Crisis Live
Swiss central bank fuels Europe's North-South debt crisis Telegraph
The ECB’s Bond Buying Program: Is Berlin the Greatest Beneficiary? B
China shares fall to lowest level since early 2009 Reuters  More Losses Seen
GDP may slow for 9th quarter China Daily
Global yuan use increases China Daily
Currency ranked 14th in payments, with market share rising by 15.6 percent
Yuan loan rates hiked Standard
Closer Look: Home Depot Closes up Shop in China Caixin
Exclusive: Vitol trades Iranian fuel oil, skirting sanctions Reuters

Japan tried but failed to avert disaster in China dispute Asahi
Japan, China ministers in 'severe' talks on disputed islands AFP
US seeks larger role in islands dispute China Daily
China Launches Aircraft Carrier Chosun
Japan auto makers to slow output in China amid darkened outlook Reuters

U.S. Stocks Fall as Plosser Says Bond Plan May Not Boost Growth BL
Home Prices and Confidence Data Cast the US Economy in Positive Light, For Now NT
A time of hoarding and inflation fears, 1930s edition FTA
What if the Fed has it all wrong? Outside The Box
Fed Might Need to Boost QE 'Dramatically': Pros CNBC
“We wouldn’t be at all surprised to see the Fed dramatically augment this program (i.e., QE4) before year-end," Parker said in a research note.
QEIII Won’t Work, QE4 Coming this Year via ValueWalk
Fed's Williams: QE3 may expand MW
“We might even expand our purchases to include other assets”
Why Ben & Co. Can’t Save the Global Economy TIME
QE3: The Funny Money Team Has Officially Crossed the Rubicon Forbes
Under Ben Bernanke, a more open and forceful Federal Reserve WT
Hey, Big Saver! NYT
Dow will repeat 2007-2008 peak-crash cycle Farrell
It’s deja vu as lessons of meltdown go unheeded
Uber Bear Sees S&P at 800, Just Not Yet CNBC
Carrying liquidity as far as you can FTA
IMM positioning: Investors moving out of USD as Fed eases aggressively Danske
IMF to cut world growth forecasts Inde
On the Idea of a Patriot Governor Bear’s Lair
Deleveraging from one bubble to another MyBudget Baker - Bonner
Weekly Economic Letter NB Financial Schwab Investing Brief
Monthly Investment Bulletin Bedlam
Now Debt Crisis Hits Cappuccino Sales FT

Is US Housing Really On the Mend? Scotia
The Hard Road Ahead for Housing NTrust
Ex-Regulator Has Harsh Words for Bankers and Geithner Dealbook
Goldman’s Not-So-Golden Glow in the Summer of ‘98 BL
Lawsuit: Incompetent SEC Struggles To Rein In High-Speed Trading Fraud HP
RBS Managers Said to Condone Manipulation of Libor Rates BL
Sentiments and Aggregate Demand Fluctuations FRBSL
Olympus and former executives plead guilty in fraud trial Reuters
How a Teacher Made $1 Million Selling Lesson Plans BW
Moody’s: Don’t Blame the Fed for Commodity Prices WSJ

ECB, Bundesbank Checking If Bond Buying Program Is Legal CNBC
Nobel Winner Stiglitz Says Time Running Out for Europe BL
Patience snaps in Portugal Pritchard
Troika Nearly Doubles Estimate of Greek Shortfall Spiegel
I.M.F.’s Call for More Cuts Irks Greece NYT
Bundesbank will seek extra leverage at ECB? MW
Smash and grab raid on middle class wealth is a recipe for disaster Warner
BOJ ready to act boldly to support economy - deputy governor Reuters
Yamaguchi said the central bank has no intention of directly influencing yen moves, because under current law it is prohibited from intervening in the currency market..."But that doesn't mean we do not care anything  about currency moves”
China Wealth Gap Persists Into Next Decade, Government Adviser Says BL
China’s Ultra-Rich See Shrinking Personal Fortunes CNBC

The Roots of Chinese/Japanese Rivalry Project Syndicate
It’s not about the oil FA Smith
Tokyo's stance 'unacceptable' China Daily

Goldman: Fed's QE3 could hit $2 trillion CNN
Eating the Future Hussman
The greatest trick Price  “Liar’s Poker” Saut
US economists back more spending, taxes Reuters
Bernanke Recovery Doubts Aid U.S. Borrowing as Debt Tops $16T BL
Back Ben Bernanke's QE3 with a clothes peg on your nose Pritchard
The American Dream’s empty promise Samuelson
The hidden cost of easy financing DHB  Sheehan - Panzner - Smith - Krugman - Keen
Money Managers Take a Timeout From Stocks WSJ (via Google)
Paul Volcker: ring-fencing banks is not enough to protect taxpayers Telegraph
The home woes that could scuttle your FHA mortgage Hoak
The Coming 'Obama Recession' Of 2013 Forbes
QE Goes Local: Towns Coin Their Own Currencies CNBC The Bristol Pound
Corporate insider sales outnumber buys by six to one Barron’s
Whose Money Did London Whale Lose? Cohen
Earnings Gains in U.S. Obscured by Retreat in Energy Profit BL
Ex-star at JP Morgan setting up huge fund Inde
Vital Signs Chart: Gold’s Ascent WSJ
World on track for record food prices 'within a year' due to US drought Telegraph
Hedge Funds Cut Bets as Commodity Prices Drop Most Since June BL
Fat fingers and the price of oil EB
Goldman Sachs Forecasts 18.2% Return on Commodities in 12 Months BL
Fake gold hits NYC NYP

Euro zone to boost bailout fund firepower to 2 trillion euros: report Reuters
Will the Euro Zone’s Bailout Firepower Ever Be Enough? CNBC Mish
“When you get to 2 trillion and that’s not enough, you might think that you  might be on the wrong track about finding a solution, but not with Europe”
Michael Meister:  “Rajoy evidently has a communications problem. If he needs help he must say so."  Portugal confirms U-turn after austerity protests
Australia Debacle Signals China Hard Landing BL
China’s Stocks Rise on Speculation of Market-Boosting Measures BL
Property prices not seen to rebound as rules stay Shanghai Daily
Foxconn China plant closed after worker disturbance Reuters
US-China Trade Spat Has 'More Bark Than Bite': WTO's Lamy CNBC
Dangerous and deepening divide between Islamic world, West Reuters

Amid rising tension, Chinese navy receives first aircraft carrier A
Japan-related books disappear in Beijing... Asahi
Japan anniversary events postponed China Daily
In what analysts called "a strong signal" indicating Beijing was adopting a tougher stance.
In Shark-Infested Waters, Resolve of Two Giants Is Tested NYT
China surveillance ships enter disputed island waters Reuters
"In recent days, Japan has constantly provoked incidents concerning the  Diaoyu islands issue, gravely violating China's territorial sovereignty”
"How will the Sino-Japanese relations be mended if Japan does not repent?" Xinhua
China and Japan - Could Asia really go to war over these? Economist
China-Japan Islands Dispute Stokes S. Korean Tourism BL

Stocks face earnings and data hurdles Reuters
QE Infinity: Unintended Consequences Mauldin
Z1, QE3 and Deleveraging Noland
Dow Theory: Transports Not Confirming Industrials Swenlin
The Race to Debase Is On Puplava
The Fed’s Credibility Gap NYSun
Keene on Bernanke: Never Seen This Type of 'Hatred' BL Video
If You Like QE3 But The Stock Market Makes You Nervous - Buy Gold! Harding
Double-Dip Recession 20% To 25% Likely If Fiscal Cliff Hits, S&P Warns Forbes
Stocks Tumble Whopping 20% If Lawmakers Flub 'Fiscal Cliff' CNBC
As the U.S. Borrows, Who Lends? Norris
New Silver Upleg ZEAL
Bearish Treasury Bets Hit a Record Amid Inflation Concern BL
Treasuries Recoup Most QE3 Losses Amid Growth Skepticism BL
Analysis: Housing regulators loosen rules, but at what cost? Reuters
Some experts said the new rules show that lessons of the housing crisis are already being forgotten...
Wall Street Rolling Back Another Key Piece of Financial Reform Taibbi
Why Investors May Get a Flood of One-Time Dividends CNBC
C.E.O.’s and the Pay-Em-or-Lose-Em Myth Morgenson
Tax Credit in Doubt, Wind Power Industry Is Withering NYT
Ex-Fannie Mae Chief Is Dismissed From Investors’ Suit NYT
Germany Eyes Gold Standard NY Sun Norcini
-- Paper: Gold: Adjusting For Zero Deutsche (via GATA)
Chilton: Silver Investigation Continues - Something Public 'In Near Future' Kitco
A reality check for the promise of the oil sands G&M
S&P firms forecast misses MW
Of the companies providing guidance so far, 80% are running below Wall Street estimates

Specter of China 'Hard Landing' Haunts Global Economy CNBC
Troika Calls Week’s Truce in Haggling Over Greek Budget BL
No Longer Immune - Crisis Hits German Luxury Carmakers Spiegel
An Own Goal in Portugal Lachman
The Portuguese economy will be in for the roughest of rides in 2013 if...
Olive oil prices to soar after Spanish drought devastates crop Guardian
Islands 'purchase' hurts major sectors China Daily
Argentine Growth Halts as Fernandez Tightens Controls BL
Iranian hackers target Bank of America, JPMorgan, Citi Reuters

Egypt’s New Leader Spells Out Terms for U.S.-Arab Ties NYT

California Debt Much Higher Than Previously Thought CNBC
Its members warned that the off-the-books debts tended to grow over time...
Gold Should Be 'Owned by Everyone': Dalio CNBC
Dailo Fears Social Unrest That Led to Hitler’s Rise CNBC
Jobless Rate Rises in Five of 10 U.S. Campaign Swing States BL
Obama or Romney, stocks will lose 20% Farrell
Fed Wants Inflation, Will Clean Up 'Mess' Later: El-Erian CNBC
Former Fed Chair Confused By Current Fed Decision Reuters
QE3 Will Not Help US Consumers or the Jobless: Roach CNBC
Bernanke Administers Another Cruel Dose Of Financial Morphine With QE3 Forbes
Fed’s QE3 Turns Safe Investments Into Losers Fiscal Times
The doomsday cycle turns: Who’s next? VOX
Offshore Profit Shifting and the U.S. Tax Code Senate
-- Microsoft saved $7B on tax loopholes CNN
Fed turns from US economy's heart surgeon to its shrink Telegraph
In about-face, Fed official eyes low rates for years Reuters
Kocherlakota: “As long as the FOMC satisfies its price stability mandate, it should keep the fed funds rate extraordinarily low until the unemployment rate has fallen below 5.5 percent”
The Revolution From Above Roberts
Rethinking Robert Rubin Cohan
The Next Eurozone Crisis Smith  EB
Stocks’ future return: Just 5.6% annualized Hulbert
AAII Bullish Sentiment Rises For Seventh Week in Ten BeSpoke

BofA speeds up plans to cut 16,000 jobs - WSJ Reuters
Ex-Morgan Stanley MD Hong Kong Insider-Trading Conviction Upheld BL
Ex-Insider: High-Frequency Trading Is 'Cheating' CNBC
High-Frequency Trading: It's Worse Than You Thought CNBC
Sheila Bair and the bailout bank titans Fortune
Seth Klarman’s Investment Framework GuruFocus
Where America's Richest Man Is Investing His Money Now Forbes
VTB Capital appoints Jim Rogers as PE adviser Finance Asia
Gold Bulls Extend Streak as Prices Jump on Stimulus BL
The Swiss Gold ETF Morningstar
Gold Seen Luring Wealthy as Central Bankers Expand Stimulus BL

Spain risks break-up as Mariano Rajoy stirs Catalan fury Pritchard
Bailout Fund - Euro Zone Changing ESM to Satisfy German Court Spiegel
ECB Shows Off New Headquarters WSJ
Much like the monetary union, the headquarters is still under construction and over budget.
Currency war looming Korea Times
Experts said that Korea’s financial authorities will intervene in the market if the won-dollar exchange rate falls below the 1,100 mark.
India hit by nationwide strike over economic reforms Reuters
China overtakes US to be biggest importer of agricultural products Shanghai Daily
Containing shippers suffer from economic slump and oversupply Shnaghai Daily
Economic woes hit Yangtze River cruise industry China Daily
China: For Many Expats, It's Not Worth It BW
Let us compare housing bubbles CBC

U.S. Says Disputed Islands Covered by Defense Treaty With Japan BL
Japan carmakers face $250 mln in lost China output, new risk Reuters
Workers strike at Japanese factories in China YouTube
Leading economic indicator dips in August Reuters  CB
Mortgage Rates for 30-Year Loans Tumble, Matching Record BL
Unsuspecting Bond Fund Investors Are Set Up for a Shock EW
U.S. stock rally is over, say fund managers CNN
More than half, or 58%, of 253 fund managers surveyed...say stocks are the most overvalued investments in the world. That's up from 51%...
No Exit in Sight from Fed's Bond Buying: Gundlach CNBC
Bernanke briefs lawmakers on fiscal cliff Reuters
Is Inflation Back From the Dead? Arrends
Sheila Bair and the bailout bank titans Fortune
Blankfein: austerity 'killing' US economy Telegraph
The Trouble with Printing Money Martenson
Is Fed Making Life Tougher for High-Speed Traders? CNBC
Chart of the day, housing bubble edition Salmon
A New Housing Bubble Will Not Save Us Town Hall
By 2015 Hard Commodity Prices Will Have Collapsed Pettis
$50Bn of Commodity Investment at Risk? Krasting
Speech by Richard W. Fisher FRBD
The truth, however, is that nobody on the committee, nor on our staffs at the Board of Governors and the 12 Banks, really knows what is holding back the economy. Nobody really knows what will work to get the economy back on course. And nobody—in fact, no central bank anywhere on the planet—has the experience of successfully navigating a return home from the place in which we now find ourselves. No central bank—not, at least, the Federal Reserve—has ever been on this cruise before.
AMR expects about 4,400 job cuts, warns 11,000 WSJ
Was A Hedge Fund Unwind Responsible For The Sudden Drop In Oil Prices? Forbes
Steep Slide in Oil Prices Shows Loss of 'Faith' in QE3 CNBC
Goldman, Pimco Are Betting on One Commodity Spread FT
June 27: Oil supply surge could risk price collapse - Harvard analysis Reuters
Mass slaughter of farm animals set to push food prices up 14% Guardian
China manufacturing stuck in contraction: HSBC AFP
Japan launches QE8 as 20-year slump drags on Pritchard
Japan's stimulus sharpens risk of global currency clash G&M
China, Japan and the world’s Agadir Crisis (1911) Pritchard
Greece embarks on a firesale Guardian
Islands, palaces royal estates and embassies must go as fears grow that country has entered full-blown depression
Money printing has only allowed governments to duck their problems Warner
Watchdog warned Barclays on hiring Diamond Inde
Exclusive: Western report - Iran ships arms, personnel to Syria via Iraq Reuters

Vice-president slams Diaoyu 'purchase' China Daily
1,000 Chinese Boats to Sail Near Disputed Islands Caixin
Anti-Japan demonstrations weigh on Japanese firms Yomiuri
Japanese car production at a standstill Shanghai Daily
Japanese websites come under attack as Senkaku squabble continues Kyodo
Central bank action is work of the devil?
“If a central bank can potentially create unlimited money from nothing, how can it ensure that money is sufficiently scarce to retain its value?  Yes, this temptation certainly exists, and many in monetary history have succumbed to it” Jens Weidmann
U.S. Housing Starts Rose 2.3% in August on Lower Rates and Prices BL
Beijing hints at bond attack on Japan Pritchard
Us and Them: Household Sector Deleveraging vs. Public Sector Leveraging Sonders
Public-sector deleveraging is up next, while the total process will take a very long time.
US Meltdowns: History Lessons for the Euro Reuters
Kass: No Surrender! Why I'm Still Short CNBC
Opinion: The market party is over La Monica
Fed To Debase Dollar? Merk
Fed bid to boost housing market will lift banks WP
The Fed’s Best Rationale for QE3 BL The Folly Of Bernanke MT
QE3 is much ado about nothing Kellner  QE3 Quotes
Bill Gross: Where bad bonds go to die CNN
U.S. money managers fear fiscal cliff USAT  US Fiscal Drag is World's Problem
Is the "Fiscal Cliff" a Threat to the Economy? Shostak
SolarCycles - Salmon - Mish - Palast - Taibbi
Morgan Stanley Strategist Offers Glimpse Into the Tortured Soul of the Market Bear WSJ
Canada’s Budget-Cut Veteran Has Warning for U.S. WSJ
Lopsidedly bullish sentiment on Apple Hulbert
FedEx Says Economy Is Worsening, Cuts Outlook Reuters
Saudi Arabia Offers Extra Oil to Bring Down Prices FT
Saudi Arabia last launched a similar round of consultations with major oil refiners in March, weeks before it boosted its production...
Gold hits 6-1/2-month top, BOJ move extends stimulus rush Reuters
Gold Seen Extending 6-Month High as Stimulus Spurs Demand BL
Fake gold bars turn up in Manhattan FOX
Uranium Recovery Postponed as Price Drops to 2-Year Low BL
BOJ Follows Fed to Bolster Stimulus as Growth Falters BL Yen Falls
SBI says cuts base rate by 25 bps Reuters
Spain: Bank bad debt hits record levels Inde
China Resumed Buying Treasuries in July as Trade Surplus Widened BL
More foreign currencies sold Shanghai Daily FDI inflow falls for third month
Indicating an acceleration in net outflow of foreign capital last month...
Fed and ECB moves help drive demand for Asian bonds Finance Asia
Housing market correction 'appears to be under way' G&M
Anti-Japan Protests in China Seen Costlier Than Tsunami BL
Outrage Over Islands Full of Goats Is Crazy Pesek
UK Joins Persian Gulf Naval War Games amid Iran-Israel Tensions IBT
Beijing stresses peaceful solution China Daily
11 Chinese vessels sail near Senkakus Yomiuri
Homebuilders More Bullish Than Any Time in Six Years CNBC
Halloween stock scare due, then it’ll be merry Farrell
Greenspan’s Conundrum and the Fed’s Ability to Affect Long-Term Yields FRBSL
Tsunami of Malinvestment   Bear’s Lair
Stock market rally was nice while it lasted   Hulbert Kass
Price earnings ratios on parade Abnormal Returns
Ben Bernanke - The Shadow Dancer Black Swan
US CFTC Searching for Cause of Rapid Oil Price Plunge Reuters
“Our people are aware of it. They are in contact with CME and ICE and are going to get to the bottom of it”
A negative spin to crude’s mysterious slide FTA
Explanations in contention include: fat fingers, SPR talk and general illiquidity due to the Jewish New Year.
Are Stocks Doomed by Demographics? BW
Cost of Financial Crisis Calculated at $12.8 Trillion Epoch
FX Update: The euro-downtrend has come to an end Danske Dollar Index - Rapid Collapse?
In Future, QE Could Stand for “Quit Explaining” WSJ
By 2015 hard commodity prices will have collapsed Pettis Panzner - Baker - Ritholtz - MB
Expectations and asset prices: Keynes meets Hayek VOX
The Fed Is Worried That You Might Be Worried About Uncertainty DBreaker
The Income Inequality Debate CFR
Economic Indicators Review NB Financial
Did bank delays cause 800,000 foreclosures? MSN
SEC Gives Up On Web Schedules For Dodd-Frank Rules WSJ
FedEx Weakness May Sound Alarm on Earnings Season CNBC
How Some Payday Lenders Charge Over 700% on Loans CNBC
Exclusive: Morgan Stanley infrastructure fund hit by Volcker rule Reuters
The dangers of chasing David Einhorn CNN
Hunt launched after Halliburton loses radioactive rod in Texas desert Guardian
$7 Million In Gold Bars Found In Reclusive Man’s Home Month After He Died CBS
Jim Rogers On QE3, Gold, Silver and Oil Money Morning
Gold ‘Clear Winner’ From Stimulus, to Hit $2000: Pro CNBC
Exclusive: Ghost warehouse stocks haunt China's steel sector Reuters
As defaults have risen in the world's largest steel consumer, lenders have found that warehouse receipts for metal pledged as collateral do not always lead them to stacks of stored metal.
As Goes Steel, So Goes China Forbes
Merkel Defends Draghi's Bond-Buying Plan Reuters
Timing questions on Spanish bailout hit euro   FT
EU Considers Splitting Up Major Banks Spiegel
Italy's economy is tanking – we know, we're selling their building equipment Guardian
More on Beijing's Big Infrastructure Projects BL
As China Sneezes, Will the World Catch Cold? YALE
Profits at SOEs post continuing decrease Shanghai Daily
China-Japan Dispute Over Islands Risks $340 Billion Trade BL
U.S. launches auto case against China, Beijing fires back Reuters
Big changes planned for financial markets Shanghai Daily
Say goodbye to the record-strong Singapore dollar SBR
Russia reveals shiny state secret: It's awash in diamonds CSM
Peru: curbing the sol FT
Get ready for an autumn hurricane as Israel plots its Iranian strike Warner

Japanese hunker down in China as protests reignite Reuters
Closer Look: Why War Is Not an Option Caixin
US finds it hard to maintain neutrality China Daily
Oil Plunges in Rapid, High-Volume Selling Reuters
For Every $1 Added to the Economy, Obama Added More Than $3 in Debt FOX
Manufacturing in New York Region Contracts More Than Forecast BL
Low-Water Mark Hussman
As of Friday, our estimates of prospective return/risk for the S&P 500 have dropped to the single lowest point we’ve observed in a century of data.
“The Philosophy of Tops" Saut
Paul Volcker on Greedy Bankers, the Ryan Plan, and the Fed Newsweek
Currency wars redux FTA
QE3 has set the dogs of FX verbal intervention loose (well, looser anyway) and it seems probable some actual shots may be fired in the coming while.
Is QE3 Yet Another Stealth Bank Bailout? Y. Smith
Fed's Bernanke on the brink with bond-buying program Samuelson  Baker
Bernanke borrows from bloggers for QE3 Finance Asia
QED: QE3 VOX  The Fed Has Failed, Failed, Failed Smith
“QE forever” to boost stocks, emerging markets: Mark Mobius MW
The Fed and the Crisis Real News Video
Hubbard:'Naive' To Think Fed Can Solve Jobs Crisis HP
QE3 hit by mortgage processing delays FT
Now We Wait Duy  Effects of QE3 EB QE3 rules... Brimelow O’Neill
Are You Seeking What I’m Seeing? JimQ RBroker - FMaximus - Panzner - Embry
For Some Nations, 2012 Worse Than 2008 Recession CS Monitor
Household Income Sinks to '95 Level WSJ
The back-to-work movement (Fortune, 1956) Fortune
Summers: 'We've a long way to go' to be satisfied CNBC
Email From Lead Analyst, Weekly Petroleum Supply Team on Possibility of Recession Mish
Earnings in United States Are Beginning to Feel a Pinch NYT
Wall Street expects quarterly profits at the typical large American company to decline for the first time since 2009.
U.S. Bankers Ignore Europe’s Lesson on Greed BL
Probe focuses on JPMorgan's monitoring of suspect transactions Reuters
Buffett style fashions Berkshire’s foreign deals MW
Warren Buffett says cancer radiation treatment completed Reuters
More Americans opting out of banking system WP
Gold's Global Outlook: The Drivers of Its Rally BL Video
World Dares Another Food Crisis Asia Sentinel
Australia’s Ferguson Says Commodity Price Boom Has Ended BL
Fiscal Cliff Merle Hazzard (via YouTube)
Spain shuns further cuts as unrest grows Pritchard  Eurozone crisis live
...leaving it unclear whether the European Central Bank can activate Europe’s grand plan to stabilise markets.
Spanish Bailout “Up to Spain”: Dutch FinMin CNBC
Greece euro exit would be catastrophic, says Samaras BBC
Draghi Humbles Bears Predicting End of Europe's Currency Union BL
Chances of a breakup of the monetary union by the end of 2013 fell to 50 percent from more than 60 percent in late July
One way or the other, Germany will pay MW
Average maturity of debt burdens could plague nations AEI
The End of China's Easy Growth Pritchard
Obama to launch auto trade case against China: official Reuters
China launches WTO challenge over U.S. anti-subsidy tariffs Reuters
Beware China’s quantitative tightening MW
Watch the People’s Bank of China, not the Federal Reserve
Wen Growth Pledge Lures Back Janney Montgomery BL
Deflation rears its ugly head China Daily
Vanishing secrecy has Swiss banks seeking new model AFP
Jim Flaherty: 'If we need to create more stimulus, we will' G&M
Xi Return Shows Risks in China Leadership Change BL

Fallout widens from island dispute between China, Japan CNN
US wades into China-Japan island dispute with missile defense deal RTE
Angry Chinese protesters ransack Japanese businesses AP
A comedown may be waiting after Fed high Reuters
The Direction of the Compromise Mauldin
QE Forever Noland
Dollar Ignores QE3 Swenlin
US Credit Rating Cut by Egan-Jones ... Again CNBC
Enough With The Fed's Transparency Already! Harding
Four Ways the Fed's 'QE Infinity' Could Go Wrong CNBC
Fed Plan No Magic Bullet Morningstar
Faber: Fed Policy Will 'Destroy the World' BL Video
QE3 Confirms the Economic Implosion Armstrong
Fed May Have Limited Effect, at Best, on Real Estate NYT
Bernanke Reverses Policy of Volcker, In Bid To Finance Obama’s Tax, Spending Plan Kudlow
Silver Bull Seasonals 2 ZEAL
White House details fiscal cliff spending cuts CNN
Global Views - Global Real Estate Trends Scotia Global Equity BMO
Weekly Focus: The Fed takes a major step forward Danske
Why investing seems so hard these days Fleck
Apple's iPhone, Germany, the Fed: Why It's All Irrelevant to the Market's Trend EW
The Student Loan Debt Bubble Is Creating Millions Of Modern Day Serfs EC
A Condo Was Sold, Until It Wasn’t Morgenson
Aging Baby Boomers Face Losing Care as Filipinos Go Home BL
Ex-UBS Trader Is Accused of Gambling in a Big Loss Dealbook
Occupy Wall Street plans to mark anniversary AFP
California art installation emerges from Solyndra’s bankruptcy, producing political heat WP
Lehman Brokerage Payout Call Gets Louder After Four Years BL
In Prosecutors, Debt Collectors Find a Partner NYT
NHL Owners Lock Out Hockey Players After Contract Expires BL
Bernanke And Draghi Add Fuel To Gold's Fire, Even Miners Rally Forbes
Germany says further steps needed before banks tap ESM Reuters
Spain inches closer to financial help request AP
Spain and Greece Top Agenda of E.U. Finance Ministers' Meeting NYT
Greek protests enter menacing phase Guardian
Debt crisis: Greece could get more time to implement austerity Telegraph
European Bank Overhaul Meets Opposition From Finance Ministers NYT
The six men behind Black Wednesday Independent
China's top 107 firms see credit pressure Shnaghai Daily
New dose of US easing may slow China's recovery SD
Chinese IPOs in US to recover, not too soon China Daily
As Coal's Golden Decade Fades, Question Arises: What Next? Caixin
Fed daring slams dollar, gives Japan a yen headache Reuters
US stimulus feared to inflate asset bubble Korea Times
Anti-Japan protests erupt in China over islands row Reuters

Armada of British naval power massing in the Gulf as Israel prepares an Iran strike Telegraph
Day of Rage in Arab World Tests Leaders as U.S. Faces Threats BL