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U.S. Stocks Fall as Investors Face Government Shutdown BL Jobs Report Won’t Be Released Oct. 4 If Government Is Shut BL S&P to hold fire on US credit downgrade - for now CNBC Senate rejects House conditions on spending bill AP Sitting Ducks Hussman Return of the cockroach Price The Federal Reserve Is Now Badly Hooked On Its Quantitative Easing Forbes Government Shutdown a Day Away as Deal Evades U.S. Lawmakers BL Seen Probable Shutdown Would Shave U.S. Growth as Much as 1.4 Pctg. Points in Q4 BL Debt standoff could 'all but wipe out' US recovery, economists warn Guardian Wall Street Pleads With GOP To Put The Debt Ceiling Gun Down HP Political strife in U.S. and Italy sparks search for safety Reuters Housing Market Is Heating Up, if Not Yet Bubbling Shiller Invest in whatever Wall Street hates Arrends Who's afraid of the big bad taper? EB Smith - RB - Quartz IMM positioning: Long EUR positions at 2011 levels Danske
Banks’ Off-Balance Sheet Risks Come Under Basel Scrutiny BL JPMorgan’s Biggest Mistake Cohan Bank rules just keep getting weirder and weirder CNBC Wrapping Up the TARP: What Will Be Its Legacy? Brookings SEC, Mark Cuban gear up for insider trading trial CNBC Gold Bulls Raise Wagers Most in Month on Stimulus BL Brent falls below $108 on U.S. jitters, Iran Reuters
China September HSBC PMI well below flash estimate CNBC Banks give Shanghai free trade zone chilly reception FT The tepid reaction of foreign banks so far reflects widespread confusion about how the zone will operate China's Local Government Debt Problem May Have Doubled Asia Sentinel Rupiah Leads Emerging-Market Losses in Worst Quarter Since '08 BL Record Defaults Seen in India on $40 Billion Recast Loans BL Spain's Retail Sales Fall 4.2%, 38 Consecutive Negative Months Mish Fears of debt and a housing bubble after Cameron hurries out second phase of Help Inde
House votes to delay Obamacare for a year, government shutdown looms CNN “The dollar is the reserve currency. The debt that is issued by the Treasury is the foundation for our capital markets. That’s why you don’t fool with it” Obama The Global Week Ahead Scotia The Renminbi: Soon to Be a Reserve Currency? Mauldin Z1 and the Doves Noland Senator Says Politics Have Reached Civil War Levels National Journal Congress Could Cause Another Financial Crisis In Two Weeks HP Reaction of gold, oil to past shutdowns may surprise you MW Fed doves make case for patience on tightening policy Reuters Monetary policy - Debt and demand Economist Don’t Cry for Me, Ben Bernanke Johnson The Big-Picture Economy, Part 5 Smith Baker - Mish Global Views: Special Edition Scotia Global Equity BMO Weekly Focus: Politics in the limelight Danske Strategy: Risk of equity correction rising Danske You Never Know Schwab Market Perspective DJIA Volume Extremely Low Swenlin In Republican States, More Government Jobs Norris No Respite, Five Years after Lehman Martin Khor
Why Judges Are Scowling at Banks Morgenson Number of the Week: Companies Holding Lots More Cash WSJ More on Delusional Pension Funds II Federal Housing Administration to Take $1.7 Billion Subsidy BL Junior Gold Exploration 3 ZEAL Commodity Trading Advisors, puzzled by Fed, head for third year of losses Reuters “The last couple of years, there have only been two trades: risk on and risk off. Often, they were triggered by what the Fed said or didn't.” Base Metals: With Demand Growth Slowing, Supply is Key BMO
Italian PM to call confidence vote as government nears collapse Reuters Europe's plan to address weak banks risks unraveling Reuters Shanghai's Long-awaited Free Trade Zone Opens Sunday Asia Sentinel Icelandic bank says it cannot meet £1.5bn debt repayment schedule Guardian
Obama, Iran President Rouhani speak on phone MW
Cashin: Expect a 'very tough Monday' CNBC “The world's favorite safe haven has suddenly got credit default swaps moving on it.” Special Report: Pimco shook hands with the Fed - and made a killing Reuters U.S. Stocks Fall as Budget-Impasse Concerns Grow BL Goldman, Morgan Stanley Cut by Analyst on 'Full-Scale Rout' BL U.S. consumer spending rises as wages boost family income Reuters Why The Market Is Significantly Overvalued Comstock Deflation Will Take the Majority by Surprise EW Seeds Of Change Growing Aden The American Dream, RIP? Economist Koo: “Vicious cycle” as Fed faces “QE trap” MW Fed's George: delay in bond tapering could hurt Fed credibility Reuters Shutdown Would Cut Fourth-Quarter U.S. Growth as Much as 1.4% BL Americans Reject by 61% Obama Demand for Clean Debt Vote BL Ghosts of LTCM Sprott Bill Gross doesn’t trust Moody’s to rate U.S MW Buy Yen on Debt Debacle? WSJ The Big-Picture Economy, Part 4 Smith Mish - BeSpoke - Chapman
Looting the Pension Funds Taibbi All across America, Wall Street is grabbing money meant for public workers Boom! Corporate debt bonanza sets a new record CNBC Wal-Mart Cutting Orders as Unsold Merchandise Piles Up Reuters Stock strategies for the end of the world CNBC Somebody Stole 7 Milliseconds From the Federal Reserve Mother Jones Help a Ponzi Scheme? It's No Big Deal for a Bank Weil Bernard Madoff's former accountant arrested over $65bn Ponzi scheme Guardian Going viral: Martha Stewart takes on Apple CNBC Commodity supercycle is “alive and well” MW
PBOC to avert severe credit crunch China Daily Europe's plan to address weak banks risks unraveling Reuters Britain could face 7bn bank bail-out bill Telegraph China to open up services, test freer yuan in Shanghai trade zone Reuters Rupee gains on risk-on sentiment; bond yields rise Reuters Japan sales tax hike masks bigger problem of welfare spending Reuters Japan defends 'Gordon Gekko' line by prime minister Shinzo Abe AFP Aldi confirms up to 100% horsemeat in beef products Guardian The US and Iran in a Tantalizing Dance YALE
House Debt-Cap Conditions Hit Resistance in Budget Fight BL Jobless Claims Unexpectedly Decline BeSpoke Boehner: Debt ceiling can’t rise unless spending falls MW Occupy QE Roach The Federal Reserve continues to cling to a destabilizing and ineffective strategy Central banks have checked into Hotel California Lynn They’ve started quantitative easing and can never quit Deciphering Some Mumbo Jumbo by the Fed Baum The Fed's 'hidden agenda' behind money-printing CNBC The Fed Is Making the Two Americas Problem Worse Curious Capitalist Fed's Lacker warns of exit-strategy risks MW Too much made of Fed tapering: Ex-IMF Official Lipsky CNBC U.S. to exhaust borrowing capacity by October 17: Treasury Reuters Economic Studies Experts On the Government Shutdown and Debt Ceiling Standoff Brookings Brawl in US Congress - should the world care? CNBC It's Groundhog Day Over the Debt Ceiling Brookings Major U.S. Trading Partners Before and After the Great Recession FRBSF Robert Reich: 'We Are At A Tipping Point' - RB - MyBudget - Krugman - Mish CFTC Closes Investigation Concerning the Silver Markets CFTC
JPMorgan in talks to settle government probes for $11 billion: sources Reuters Pimco Sees Buffett’s India Dream Cut to Junk as Vote Looms BL Hedge funds back Geithner as Fed Chief CNBC Should we worry about 'unproductive' financial sector gobbling up our best? Shiller What if the feds just want Jamie Dimon’s scalp? NYP Barclays to shut wealth management services in 130 countries Reuters Bernie Madoff, Steve Jobs, and Wall Street Greed American Detroit Spent Billions Extra on Pensions NYT Report Causes Walmart Stock To Slide HP Bitcoin-only trust opens to investors MW Romney backer lost $4 million on Intrade MW
ECB's Asmussen says U.S. must re-organize its fiscal policy Reuters Loan slump shows ECB's key problem still not fixed Reuters Euro area credit contraction continues Danske Cyclical Outlook for Europe: Near-Term Recovery, Long-Term Risks PIMCO It is the regulators who now pose the biggest threats to financial stability Telegraph Weakening Asian Growth Prospects May Fuel Outflows - ADB WSJ China Running Out of Room to Restructure Economy Pettis No US-style subprime crisis for China: Former CIC Chair CNBC China reduces intervention and facilitates business China Daily Japan’s Abe confuses unscrupulous Gekko’s quick buck ethic with hard work and success Standard Kenya mall attack will be 'credit negative' - Moody's Reuters
Household Net Worth in U.S. Increases by $1.3 Trillion BL Flow of Funds U.S. New-Home Sales Jump 7.9% in August AP Still Below Recovery Trend With 6 days to shutdown, signs of movement scarce MSN Shutdown looms FT Mish Trillion-dollar problem: How oil dependency drives US debt AEI Analysis: Washington to Wall Street - Threat of default is real Reuters 3 things bigger than the taper on Wall Street Weidner Commentary: Investors could be in for a rough ride before year end How Bad Data Warped Everything We Thought We Knew About the Jobs Recovery Atlantic Bernanke’s Policy Is Deliberately Deceptive: Peter Schiff CNBC America’s aging population undermines monetary policy Reuters The Impact of Tapering on Risky Assets RA The idiocy of crowds Salmon JimQ - Smith - EB Is the Next Real Estate Bubble Already Underway? IRE Is Monetary Policy a Science? FRBD
No Escape From Jail or Fines in Global Market-Abuse Clampdown BL Why Are the Feds Protecting SAC Capital's Investors? BL ’Massive fraud' at center of trial against BofA over U.S. mortgages Reuters A Hedge Fund Manager Who Doesn’t Mind a Losing Bet Dealbook Apple’s big iPhone “beat” may be due to unsold 5Cs MW New Kindles The newspapers strike back Black 'Posh' pawnbrokers boom as middle classes cash in assets CNBC Oliver Sees the Shine Returning to Metals Gold Report Sprott
China Beige Book Shows Slowdown, Opposite Official Data BL Why China shouldn't be too happy yet with recent economic growth SBR China's economic growth more like 4%: Marc Faber CNBC Party Will Pay the Price for China’s Rebalancing BL Hollande Faces Europe’s Glass-Half-Empty Test With Budget Plan BL 100 factories shut in Bangladesh workers' protest AP Argentina’s Shrinking Currency Reserves Point to Further Controls WSJ Public Debt Reaches W500 Trillion Chosun Obama’s Jabs at Russia on Syria Shows Diplomacy Tensions BL
Some Traders Got 'No Taper' Decision News Earlier CNBC U.S. consumers less confident in September MW Home Prices in U.S. Cities Increase by Most in Seven Years BL More U.S. manufacturers bring jobs back home, but it's just a trickle MW The U.S. Deficit Shrank, but Will It Come Back Bigger Than Ever? Wharton As We Approach The Fed's 100th Anniversary, A Reform Of The Fed Gains Currency Forbes ”Currency Wars” Author Rickards Says Fed Will Never End QE... HAI Renowned bear [Schiff] says Bernanke can fly, but it’s time to land G&M Roubini bearish on gold, but optimistic about stocks MW The Case for Cash Arrends Congress Writes the Recipe for Another Housing Crisis Brookings America’s Labor Market by the Numbers El-Erian Thank You! Saut Mish - D. Gross - Dr. HB - Salmon The Only Useful International Agency Hutchinson What Does the President of the NY Fed Do All Day? WSJ FX Forecast Update: USD take-off postponed - not cancelled Danske New NSA Revelations Are Breaking Every Day WB JPMorgan Chase, 12 More Banks Said to Be Sued Over Libor BL Regulator sues Morgan Stanley, eight others over faulty securities Reuters As JPMorgan Settles Up, Shareholders Are Hit Anew Sorkin Citigroup to slash 1,000 mortgage jobs MW The IPO market is on fire! CNN Fidelity sued by employees over its own 401(k) plan CNN Fairfax hands BlackBerry $4.7-billion lifeline G&M Maybe This Will Scare You Into Saving For Retirement HP Commodity Snapshot BeSpoke 17 years until Earth is tapped dry? CNBC German coalition haggling begins, as Greece strikes again Guardian 'People are in despair': Greece considers foreclosing homes to meet bailout demands FT Next Greek package: Dangers for the EZ VOX How corporate hoarding could kill off the bull market in asset prices Warner Foxtons, the London bubble stock Saft China’s Ultimate Debt Holders’ Not the Borrowers Triple Crisis Private equity wrestles with China’s slowdown Finance Asia To search for ways to juice returns by pushing banks to offer more leverage... Is Japan really back? CNN Kenya crisis casts shadow on frontier markets MW Warming Plateau? Climatologists Face Inconvenient Truth Spiegel Return of the Lion: Former Warlord Preps for Western Withdrawal Spiegel
U.S. Government to Sue JPMorgan in Mortgage Case Reuters Fisher Says White House Mishandled Fed Chairman Succession BL Psychological Ether Hussman Bernanke flunked it - and we will all suffer Telegraph Analysis: Fed's underlying message a bad signal for U.S. profit growth Reuters Fed Faces New Era of Thinking Global as Yellen Nomination Nears BL For Stock Investors, It's Time to Take Chips Off the Table Barron’s It's now clear that any tapering by the Fed will pummel the stock market Stock market anxieties turn to debt ceiling MW Shutdown and default: What are the odds? CNN Obama: “We are the world’s bedrock investment. And doing anything to threaten that is the height of irresponsibility. That’s why I will not negotiate over the full faith and credit of the United States” Ironies Abound: Destroying the Village to Save It EB The Long, Sorry Tale of Pension Promises Lowenstein How did states and cities get into this mess? It's a simple case of human frailty; where to go from here Hating On Food Stamps Krugman Keen - ZH - Yardeni - Smith Bubbles Tomorrow and Bubbles Yesterday, but Never Bubbles Today? FRBSF Assessing the Costs and Consequences of the Financial Crisis and Its Aftermath FRBD Blow for Citi as trading revenues drop FT AIG CEO Robert Benmosche: 'Too Big To Fail Has Been Solved' HP Analysis: Despite talk of farm bubble, Farmer Mac woos investors Reuters Election Triumph:Merkel Victorious But Faces Tough Talks Spiegel Euro Bailout Fund:Germans Pay Less Than Their Neighbors Spiegel ECB ready to act to help credit market if needed: Liikanen Reuters Economy minister threatens to quit if Italy flouts deficit limit Reuters Greeks Needing Credit Ethos Weigh Home Repossessions BL China Manufacturing Gauge Increases to Highest in 6 Months BL Analysis: In policy debut, India central bank chief prescribes bitter pill Reuters Canadian resource minister: US still needs us CNBC H.K.'s Banks Talk Sale as Valuations Approach Pre-Crisis Days BL Local debt levels raising alarm Standard Will Japan's elderly get burned by 'Abenomics'? CNBC Car buyers' incentive plan backfires in Southeast Asia's Detroit Reuters Much like the U.S. "cash for clunkers" program in 2009, the incentives distorted the market
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