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The Global Week Ahead Scotia Nothing But Bad Choices Mauldin Blinder, Summers and Monetary Policy Noland What’s Happening to Bonds and Why? El-Erian Stock Market Reaches For New Highs Even As Risks Rise Harding The Federal Reserve - How to taper safely Economist Tapernomics: Why Now, And What Else? Scotia Is the Larry Summers nomination falling apart? Irwin The Gold Scold, Part Deux Harrison Gold Breaking Down Swenlin Weekly Focus: Time for tapering Danske Global Views Scotia Global Equity Weekly BMO Why are consumers so upset? Mirhaydari Yield Forecast Update - Time for consolidation before moving higher Danske Lessons for Macroprudential Policy from America’s History Brookings
After a Financial Flood, Pipes Are Still Broken Morgenson The Payday at Twitter Many Were Waiting For NYT Firm That Broke the Buck in 2008 Fails to Reach SEC Deal BL TARP didn't save banks, it ruined them: Kovacevich CNBC Lehman Brothers creditors could get more than their money back after complex case Inde Five Years of Financial Non-Reform Project Syndicate Where Is Dick Fuld Now? Finding Lehman Brothers' Last CEO BW Hank Paulson: Financial Crisis a 100-Year Storm BL Video JPMorgan Trader Fighting Charges Said to Point to Iksil BL Historic JP Morgan Whistleblower Interview Moves Markets King
Emerging Markets’ Nirvana Lost Project Syndicate Investors in Europe See a Glass Half Full and Rising Norris Canadians vulnerable amid fat debts G&M Why the BoC Quietly Craves Fed Tapering BMO Banks are still 'too big to fail', says SNB chairman Reuters Fukushima plant situation "not under control": TEPCO official Kyodo
U.S., Russia reach agreement on seizure of Syrian chemical weapons arsenal WT Four Reasons the Syria Deal Could Fall Apart WSJ Syria Chemical Arms to Be Destroyed in U.S.-Russia Deal BL
U.S. Stocks Rise as Disappointing Data Ease Taper Concern BL Al-Qaeda chief: 'Bleed' US economy, abandon dollar AP Retail Sales in U.S. Increase Less Than Forecast BL US Consumer Confidence Slips From Post-Crisis Highs Scotia Senator Warren's 'Serious Concerns' About Larry Summers BL Obama to nominate Summers as Fed chief: Japan's Nikkei Reuters Obama’s Fed Pick: A Done Deal or Runaway Speculation? WSJ Stocks Are Vulnerable To a Severe Decline Comstock Bond CEFs Still Say Liquidity is in Trouble McClellan The perfect storm MW How to Create Another Housing Crisis Brookings Gartman admits he got gold and stocks all wrong CNBC Sprott Risk Appetite, Interest Rate Parity, Integration... via EB Baker - Krugman - Yardeni Currency debasement never works - just ask Henry VIII Warner Gold Heads for Worst Weekly Loss Since June Before Fed Meets BL
U.S. exchanges to create kill switches following Nasdaq outage Reuters Twitter files for long-awaited IPO CNBC Dell to invest more on PCs, tablets after $25 billion buyout win Reuters Buffett’s investing advice is a portfolio killer MW After Las Vegas's Housing Crash, Fraud, Ferraris, and Gun Fights BW Gold at one-month low; demand slightly up Reuters Gold Testing 50-Day Gold selloff hits miners ETF, but here's a bull case MW
BRIC Markets Sink to Worst Place for Investors in Global Poll BL Taiwan bolsters its renminbi market Finance Asia Bank of England governor Mark Carney rattled as he defends forward guidance Guardian Nestle to Porsche Say Worst Over for China’s Outlook BL Chinese Buying Sydney Homes at Unprecedented Rate BL No property bubble in sight: planning official China Daily Finance Officials to Discuss Caribbean Debt at 5-Star Resort WSJ Putin on the Ritz? Russian said to have billions CNBC What Putin Wants - Moscow's Fear of Jihad Drives Policy on Syria Spiegel
Al Qaeda calls for attacks inside United States Reuters
Assad Sets Conditions as U.S.-Russia Geneva Talks Open BL Gold drops over 2% for lowest close in a month MW U.S. Stocks Fall as Investors Weigh Stimulus Plans, Syria BL A Case of Broken BRICS? Absolute Return It's 2020: A Look Back at the 2013 "Recovery" Merk Five Least Bad Reasons for the Fed to Taper Now Baum Is It Time for the Fed to Wind Down the Economic Stimulus? Wharton Druckenmiller: Fed Choice Totally Matters to Market BL Video How to Pick a Fed Chairman Hubbard More Than 350 Economists Call On Obama To Pick Yellen For Fed Chair HP Cheap money or not, the Fed can't win Mirhaydari House Republican Delay on Spending Bill Risks Shutdown BL Debt-Ceiling Danger Zone Threatens U.S. Fiscal Times Employment: Trending Down Smith Yardeni - Reich - QUARTZ - Saft Five years after Lehman, risk moves into the shadows Reuters Five Years After the Crash: What Americans Think about Wall Street AEI Global Real Estate Trends Scotia
What if a typical family spent like the federal government? WP Housing bust's recovery hampered by tight credit USAT Good Times Roll Again in the Hamptons Cohan Exclusive: Sharp to raise up to $1.7 billion equity to repay debt - sources Reuters Carl Icahn snaps up 'cheap' Apple stock USAT Cheaper IPhone Seen Helping Crack Subsidy-Shy Europe BL
Romantic Germany risks economic decline as green dream spoils Pritchard Is Europe Out of the Woods? Eichengreen Oh god - I cannot take any more of the austerity debate Warner Italy industry output dives, dampening recovery hopes Reuters Greek unemployment rises to record 27.9 percent in June Reuters Record number of estate agents raises fears of unsustainable housing bubble Guardian Li Says China Rebound Not Yet on Solid Foundation BL Use of cross currency swaps climbs Shanghai Daily Japan mulls $50 billion stimulus to offset sales-tax hike: sources Reuters Yakult to hike prices for 1st time in 22 yrs Jiji
U.S. can’t prove Bashar Assad approved chemical attacks in Syria CNN
Mortgage Applications Plunge to Near 5-Year Low Reuters Featured Article: The Rundown on Runaway Inflation in One Chart EW Advantage America Outside The Box (Shilling) Why Bill Gross will lose money, but not you Farrell Why the US Treasury is watching the bond market FT A "potential for significant dislocation when investor flows reverse". Get ready for stagflation Hulbert Hitting A “BRIC” Wall G. Long At World’s End JimQ Yep, it's another housing bubble CNBC And the next Fed head is ... Kellner EB Larry Summers versus Dodd Frank via Naked Capitalism The Summers-Obama bromance explained Fortune Don’t bet against Bernanke’s inflation quest Rosenberg Our Huge, Stinking Mountain of Debt: Student Loans Smith The biggest unanswered question about retiring in America Reuters Top 1 percent in US took biggest share since 1928 AP Assessing the Costs and Consequences of the Financial Crisis and Its Aftermath FRBD
5 Years Later, Big Banks Are Bigger Than Ever HP What We Haven't Learned About Wall Street Over the Past Five Years Reich Disgraced Wall St. Chieftains Are Doing Quite Well 5 Years After Crisis HP Home Depot Is Accused of Shaking Down Suspected Shoplifters BW Diamond auction may set new records Shanghai Daily Gold Bar, Coin Market ‘Extremely Strong’ In India, China, Mazza Tells IndexUniverse Barron’s Gold could fall to $1,250 if Fed tapers next week MW Pan American Silver to eliminate silver and gold hedge contracts PRN
Greece will need help once more, possibly twice: ECB's Coene Reuters France to revise down 2014 growth forecast, raise deficits: report BL The Emerging Markets' Summer Meltdown: Is It Ben Bernanke's Fault This Time? HP The BRICs party is over VOX India on the brink Finance Asia China Shadow Banking Returns as Growth Rebound Adds Risks BL The first pickup in credit growth after an unprecedented four straight declines... 22 of India's 32 big cities face water crisis Times of India Banks raise China growth forecasts, but flag unaddressed risks Reuters China’s Development Banks Go Global: The Good and the Bad Triple Crisis China’s Local Government Debt: Saving for a Rainy Day PIIE Are Tokyo’s Olympic Predictions Too Sunny? WSJ Japan's Nuclear Migraine - A Never-Ending Disaster at Fukushima Spiegel Neil Young on oil sands: “Fort McMurray looks like Hiroshima” G&M
Syrian war will be long and expensive — for investors Lynn Obama says will try more diplomacy on Syria CNBC
Putin Sets No-ttack Condition on Syrian Chemical Weapons Plan BL The Suit Saut The IMF knows that the Fed is playing with fire in emerging markets Pritchard Tale of two giants: China and India Xie Commentary: Will elephant, dragon reform before crisis comes? How rising rates are killing the recovery Arrends 'Dr. Doom' Faber: Stocks aren't bargains anymore CNBC The ABC of China's dead-slow growth Pettis Complacency Versus Wall of Worry Rithotlz RB The Financial Crisis and the Second Great Depression Myth Baker The jobs market is going to get worse Crudele Many Americans believe recession isn't over BW Bubbles Tomorrow and Bubbles Yesterday, but Never Bubbles Today? FRBSF IMM positioning: Speculators cut EUR longs Danske Fed set to unveil tapering of asset purchases next week Reuters
Can the bond king stop the bleeding? Fiscal Times What Might Have Been, and the Fall of Lehman Sorkin Banks Seen at Risk Five Years After Lehman Collapse BL Coase Suggests Big Companies May Vanish Hutchinson JPMorgan Raises Legal Reserve by at Least $1.5 Billion BL Jamie Dimon Just Lost Some Of His Power HP
China Industrial Output Reaches 17-Month High BL Japan PM Abe moves toward tax hike, orders economic stimulus Reuters India's crisis a 'wake-up call': Stephen Roach CNBC Soaring house prices spread across UK as surveyors warn of another bubble Guardian Chinese Who Post Defamation Online Face Three Years of Jail Time BL Nation vaults to world's 3rd-largest investor China Daily
Syria chemical arms plan promising 'if it's real,' Obama says CNN Oil falls as Syria strike concerns wane MW
S&P 500 Gains for Fifth Day on Chinese Exports, Mergers BL Americans†Credit-Card Debt Declines WSJ Bank of America Said to Cut 2,100 Jobs in Mortgage Slump BL NABE Survey: Economic Recovery To Advance Gradually into 2014 WSJ The Lesson of the Coming Decade Hussman Russia to Brazil Intervention Adds to U.S. Debt Woes Amid Losses BL Fed can’t afford to ignore emerging markets: Lagarde CNBC Why tapering doesn't mean QE is going away CNBC Just How Distorted is the U.S. Unemployment Rate Number? Mish Charlie’s Secret RB Crazy Talk - 'Buy and hold is dead.' Morningstar
The real-life costs behind the JPM ‘Cult of Jamie’ Crudele Banks face up to £10bn hidden bill for swaps mis-selling Telegraph Why Are U.S. Firms Holding So Much Cash? FRBSF Interview: Chris Dodd on the Financial Crisis WSJ Thain Aldi confirms up to 100% horsemeat in beef products Guardian Gold Declines as Investors Expect Fed to Press On With Tapering BL
China embraces 'British Model', ditching Mao for Edmund Burke Pritchard China Trade Rebounds... BL China Inflation Stays Subdued Japanese growth data revised higher BBC Tokyo Olympic Win Seen Boosting Construction, Abe’s Recovery BL Are we content with recovery requiring households to get deeper into debt? Guardian Why Is Prosperous China So Anxious? YALE Credit rating agencies and the Eurozone Crisis: What is the value of sovereign ratings? VOX
Syria 'could avoid strike by handing over weapons' CNBC How Syria resolution moves through Congress BBC Defiant Dancers Warn of Assad’s Reprisals as U.S. Ships Wait BL U.S. leaves door open to new U.N. vote on Syria Reuters Syria and the world oil market EB
The Global Week Ahead Scotia Markets could turn choppy... Reuters Unrealistic Expectations Mauldin Difficult Decisions Ahead Noland Escape Velocity Has Been Reached, Though Uncertainty Remains Puplava Fed tapering still on track, hawk and dove agree Reuters George Calls for Fed QE Taper to $70 Billion Pace This Month BL No Clarity For Investors Or The Fed Harding Why Janet Yellen, Not Larry Summers, Should Lead the Fed Sitglitz Bond Yield Very Overbought Swenlin The “Real” Unemployment Rate Is 9.7 Per Cent Cassidy TRIGGER$ Long Sheehan The New Risk Management: The Good, the Bad, and the Ugly FRBSF Global Views Scotia Global Equity BMO Weekly Focus: Emerging markets could surprise on the upside Danske The New $100 Bill: it may be America's most popular export Esauire
Find the Loan Behind the Loans Morgenson Exclusive: U.S. prosecutors add China bribe allegations to GSK probe Reuters Stock picks Buffett and other billionaires are loving MW Mark Cuban just bought 1 million shares of this CNBC Jay Z Sells Piece Of Nets For Second-Highest Price In NBA History Forbes India Gold Soars ZEAL I Own Silver Because Of The Coming Silver Shortage Butler Bitcoin prices have nearly doubled in 2 months MW
Brics economies plan $100bn fund BBC Italy, EU agree tougher conditions for Monte dei Paschi bailout Reuters Emerging Markets’ Euro Nemesis Gros India, Rajan and the Great Man fallacy Saft China May Cut 2014 Growth Target to 7%, State Economist Fan Says BL Ice Melting Faster in Greenland, Antarctica in UN Leak BL Does Canada have a housing bubble? G&M
Obama Plans Syria Speech as Agreement Eludes U.S. at G-20 BL Iran Plots Revenge, U.S. Says WSJ Direct link between Assad and gas attack elusive for U.S. Reuters Obama hints he may abandon Syria strike Daily Caller Why Syria scares the market Mirhaydari Collapse of American Influence Recalls Dis-Integration of Soviet Union, Fall of France Black
U.S. 10-Year Yield Drops Most Since November on Slow Jobs Growth BL Fed Seen Paring QE to $75 Billion Pace This Month, Survey Shows BL Payrolls in U.S. Rise Less Than Forecast; Jobless 7.3% BL Seventh Inning Stretch Gross Quantitative Easing and Earnings Are No Longer Supporting The Market Comstock Global Currencies - Asia Crisis II Long, Andros, and Merk Shiller Warns of Housing Bubble After 225% Surge: Brazil Credit BL Years of Tragic Waste Krugman Smith - Mish - Quartz 7 crucial dates for investors this fall MW Fed’s Fisher Slams Congress Over Fiscal Policy WSJ Currency Trade Reaches $5.3 Trillion a Day as Yen Turnover Jumps BL $50k bet on VIX spike could pay $27 million in 2 weeks MW Yuan now one of world's most tradable currencies CNBC Triennial Central Bank Survey of FX and derivatives market activity in April 2013 BIS
The Perils When Megabanks Lose Focus Norris The gold rush is over. Time to buy? Arrends Why the options market is telling you to buy gold CNBC Wall Street Pay Is a Model of Clarity? Yes. Weil The student loan bubble is starting to burst CNBC JPMorgan to stop making student loans CNN Shale Energy No Quick Solution Asia Sentinel DiCaprio and Scorsese Explore the Funny Side of Financial Depravity... NY Mag
Euro Becomes Haven With Breakup a Memory as Economy Grows BL Bogged-Down Banking Fight Leaves EU Vulnerable to Relapse BL German Industrial Output Dropped in July After June Surge BL Currency reserve to assist liquidity China Daily China factory fire sends memory chip prices to three-year high Guardian BOJ's Kuroda: there's room for policy response if tax hike hurts Reuters Asia/Pacific Regional Outlook Scotia
10-year Treasury yield tops 3% for first time since July 2011 Reuters
Treasury Yields Reach Highest Since 2011 BL 30-year mortgage rate rises to 4.57% ISM August Non-Manufacturing Index Rose to 58.6 From 56 BL U.S. stimulus pullback dominates G20 economy talks Reuters U.S. Stock ETFs Record Biggest Withdrawals Since 2010 BL You’re a sucker to believe Wall Street Hulbert Commentary: What were advisers saying five years ago? The Domino Defect:Five Years After Crisis, Banks No Better Off Spiegel The Failure of Free-Market Finance Adair Turner Five years after the collapse of the US investment bank Lehman Brothers, the world has still not addressed the fundamental cause of the subsequent financial crisis - an excess of debt Global Currencies - Part I Long, Andros, and Merk Shock waves shaking the “BIITS” G. Long Short-Term Market Outlook Improves Kass The unwelcome return of risk-on, risk-off Saft Why Larry Summers Is the Wrong Man for Fed Job Fiscal Times Fed's Kocherlakota calls for more US stimulus CNBC Can We Pay a Minimum Wage That Makes Everyone Rich? Baum The Vultures’ Victory Stiglitz The trouble began a dozen years ago, when Argentina had no choice but to devalue its currency and default on its debt. No Progress for Long-Term Unemployed; Ten Reasons the Problem is Structural Mish Consumer Confidence: A Useful Indicator of . . . the Labor Market? Liberty Street The One Housing Indicator You Shouldn't Ignore ETF Guide
Bank Leverage Is the Defining Debate of Our Time Simon Johnson Ruthless China Shows U.S. How to Deal With Rogue Banks BL Glitch hits Nasdaq system at center of trading outage Reuters Insight: It's all in the wrist - Who has vision to crack the "smartwatch"? Reuters Fed bashes media on housing data Fortune What we don't know about the $1.2 trillion student loan problem Reuters Commodities Monthly - Tug of war: demand recovery vs USD strength Danske
China Record Drop in Credit Growth Puts Momentum at Risk BL China to allow free yuan exchange in Shanghai zone: plan AFP The complacency of those dictating Euroland's policies - though not its victims - is breathtaking. Triple shocks threaten Europe's sickly and deformed recovery Pritchard Eurogroup head admits third Greek bailout likely Telegraph Spain’s Deficit Struggle Shows Threat to ECB Rally BL Panics in India Triple Crisis Rajan hits the ground running Business Standard Periphery business cycle monitor Danske
Putin presses US Congress over Syria, says Kerry lied Reuters Barack Obama and Vladimir Putin set for collision over Syria at G20 summit Guardian Kerry: Arab countries offered to pay for invasion WP China says Syria strike would hurt world economy Reuters
Obama: it's the world's 'red line' on Syria; Senate panel backs plan for military strike CNN John Kerry: "We are the indispensable nation" A Barrel of Monkeys Things That Make You Go Hmmm... Forget Tapering, and Get Ready For QE4 Makin "Money and Savings?" Saut Pimco sitcom: dreamer Gross vs. worrywart El-Erian Farrell Commentary: If these guys can’t agree, average investors are toast More Glue in the Works Hutchinson How Fed Policy Has Devastated Three Generations of Retirees Outside The Box Here’s what Marc Faber likes more than gold CNBC Embry - Harrison - Keen - Smith Are we ready for the next meltdown? Sloan For workers and the economy, autumn could be scary WP External liabilities and crisis risk VOX Large current-account deficits and real exchange rate appreciation – the standard predictors – still matter, but we should be thinking more about net external debt...
Timing of bullish Nokia options trades raises questions CNBC How the Bank Lobby Loosened U.S. Reins on Derivatives BL While he won regulators the power to reach deep into a $633 trillion market, Wall Street preserved its dominance in derivatives trading with one of the largest sustained lobbying attacks on a single Washington agency. S&P says DOJ lawsuit was retaliation to downgrade MW Fed Taper Talk Bursts Bubble Baker JPMorgan to pay $18.3 million to settle mortgage lawsuit Reuters UK banks pay out £500,000 and counting for rate swap mis-selling Guardian Don't Trust a Chicken Nugget That's Visited China Minter Roubini’s sexy tub doomed NYP No water, no beer: Brewers race to save the ales NBC Oil Risks To The Upside BCAR Gold’s no slam-dunk, even with Syria in the mix MW
Rupee in sharp rebound on suspected intervention Reuters Emerging Nations Save $2.9 Trillion Reserves in Rout BL Emerging Asia rout start of a multi-year bear market? CNBC Yuan to play a bigger role in Central Asia China Daily Labor costs in China will force production relocation Hassett China August HSBC services PMI rises to five-month high Reuters Germans Hide Cash in Diapers as Swiss Secrecy Crumbles BL Canadian House Prices 'Bubbly,' The Economist Says... via HP Mickey Mouse latest victim of Greek crisis CNBC
House leaders back Obama on Syria CNN S&P 500 trading volume lightest in 15 years MW Manufacturing in U.S. Expands at a Faster Pace Than Forecast BL Subprime deja vu: Car lending standards ease Reuters List of worries in September is about to get longer CNBC A Rocky Autumn? Ill Wind Blows on Treasurys WSJ Flow from equity and bond funds continue: TrimTabs Reuters Dealers in Debt Pare Commitments Raising Risk as Rules Bite BL Trading in corporate fixed-income securities is the lowest ever... Not Your Typical Selloff Barron’s Autumn’s Known Unknowns Roubini Are Emerging Markets Submerging? Rogoff As Summers’s Odds Rise, Stimulus Easing Is Seen NYT The scared worker Samuelson Labor pains — don’t count on jobless rate Kellner The lesson of Lehman: Be prepared for unexpected consequences. And we’re not Sloan Japan's economy...a possible model for U.S.? LA Times Hussman Funds 2013 Annual Report Hussman DeLong-in-Wonderland Mish Monetary-Base Confusion Saville Is The Cult Of Central Bankers Unravelling? Gruber World Economy Growing Unevenly, O.E.C.D. Says NYT IMM positioning: EUR bulls dismiss Syrian safe-haven move Danske
Derivatives: Regulators ease rules SD BIS Final Vodafone pulls off one of biggest deals in corporate history with $130bn sale Guardian Microsoft to Buy Nokia's Handset Business for $7.2B BL Yankee Candle goes $1.75B McKinsey & Co. Isn’t All Roses in a New Book Sorkin Wall Street’s greatest enemy: The man who knows too much Salon Buybacks to Dividends at Risk With Record-Low U.S. Yields Ending BL Solar Defaults Shock Holders as $8.4 Billion Due: China Credit BL “The debt repayment problems at Chinese solar companies are shocking investors who can now only wait to see how the government will handle them...Credit defaults may be concentrated in the second half of 2014.” Detroit Billionaires Get Hockey Arena as Bankrupt City Suffers BL How a 15-year-old became an avid Warren Buffett fan G&M Perth Mint’s ‘animal spirits’ defy gold’s decline CNBC
Rupee Continues Decline on New Evidence of Weakness in Indian Economy NYT ET Rupee’s Plunge Prompts Refiner to Embrace Iran: Corporate India BL Goldman Sachs cuts India GDP, rupee forecasts Reuters Mobius: The rupee rout will be over soon CNBC Land seizures show ugly side of local debt (China) Reuters Home prices keep rising in August China Daily British manufacturers’ order books hit highest levels in 20 years Inde BOJ Beat: Watchers Expect Fresh Easing Next Year WSJ Bribery by GSK China was coordinated at company level: Xinhua Reuters Gov't to spend over 47 bil. yen to fight Fukushima toxic water Kyodo
Ballistic objects detected by Russia fell into sea: RIA Reuters Lawmakers fear deep U.S. involvement in Syria Reuters Will Congress Endorse Obama's War Plans? Does it Matter? Paul US military strike on Syria will cost taxpayers billions PreeTV |
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