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U.S. stock market outlook: Greece fades, Fed looms MW There Will Be Contagion Mauldin Now, Sterilized QE? Noland If the Economy's "Recovering," Why is the Largest-Ever City Bankruptcy on the Horizon? EW Gold Not Automatic Crisis Winner Swenlin Stock Market & Economy Heading Higher Whether We Like it or Not Puplava The bull market is 3 years old -- or maybe not LATimes What’s Up? New Orders in the U.S., but Not in Most of Europe Norris Adam Smith vs. Crony Capitalism Reason More Boomers Selling Homes, But Who Will Be Buying? CNBC Why Markets Ignored Jobs Report and Greek Debt Deal! Harding Oil Stocks Room to Run ZEAL Global Views Scotia Global Equity Weekly BMO Weekly Focus: Mr Draghi doing the victory dance Danske Boomers' big retirement problem WSJ Economic, political pressures redo dream of homeownership KC Star
Revisiting a $400 Million Tax Break Morgenson Fed Balks at Banks’ Dividend Plans BL Cash is King for Corporations BMO Why buy and hold doesn't work anymore CNN The American Oil Boom BMO How fracking fears put an energy renaissance at risk G&M Gas Price Disparity Seems Here to Stay NYT Gold Bulls Strengthen as Wagers Hit $131 Billion BL Gold bugs digging out, again MW Dynegy Bankruptcy Examiner Finds Fraudulent Transfer Dealbook Vatican seeks to explain money laundering tag AP
Iceland to Adopt Euro or Other Currency, PM Says BL Greek debt deal will have others demanding the same G&M Ireland, Spain and Portugal must be seething at Greece’s special treatment Next Time, Greece May Need New Tactics NYT Greece Hopes For $1.3 Billion Stimulus From Europe CNBC IMF Scales Back Greek Aid in Second Rescue BL China’s Economy a Bigger Worry Than Yuan Value BL Currency wars: Brazil says 'it's on' CNN Iceland's recovery offers case for reviving drachma G&M
Israel asks U.S. for arms that could aid Iran strike Reuters Greek Default Is Now Official: Insurance Payouts Triggered CNBC The "yes" vote by the International Swaps and Derivatives Association triggers roughly $3.2 billion in CDS... Gross: Greece Diminishes Bond-Contract Sanctity BL Payrolls in U.S. Climb 227,000; Jobless Rate Holds at 8.3% BL U.S. Trade Deficit Widens to Largest Since 2008 BL U.S. and World Not Immune To Europe's Problems Comstock Another Lost Decade for Stocks? Fool Fed Hooey Kudlow I didn’t want to let the latest cockamamie Fed idea for “sterilized” bond buying pass without a comment. Stocks & QE Yardeni Dr. HB - Sheehan - ZH Yuan Unlikely to Become World Currency Soon: Geithner Reuters Geithner said he was skeptical the yuan, or renminbi, would soon become a world currency..."I don't think so. I don't know, maybe in some long time after we're all gone, it would be possible," Labor Market Optimism? 'Bubble' States' Job Growth Paves The Way Forbes Research US: Seasonal factors distorting data Danske
An Industry’s Failure to Verify, After Trusting Norris U.S. Regulators ‘Paralyzed’ by Cost-Benefit Suits, Chilton Says BL Buffett Mystique Hasn't Boosted Berkshire Barron’s Oil Price Effect on Income Wanes in U.S. BL Global oil demand growth steady: OPEC Reuters Japan’s Nuclear Energy Industry Nears Shutdown, at Least for Now NYT Silver’s swings call for a winning strategy MW
Europe's legal skull-duggery in Greece may doom Portugal Pritchard Greek Debt Swap Clears 95% Level as Euro Chiefs Ready for Call BL Telegraph Live 'The Problem Has Only Been Deferred' Spiegel ...not only will the plan put the burden on taxpayers, but it will mean an even bigger crisis to come. Draghi Defends ECB Balance Sheet Expansion WSJ Japan Economy Contracts 0.7%, Less Than Initial Estimate BL China inflation eases to 3.2% in Feb Xinhua Rogue broker Yes Loans is closed down by watchdog Independent China's unpatriotic consumers Finance Asia Mortgage Wars Loom As BMO, TD Slash Rates HP Watchdog accuses 'theme' stock price manipulators Korea Times
Greece Closes In on Swap as Investors Agree BL Household Worth Rises for First Time in 3 Quarters BL Flow of Funds Consumer Confidence Rises to 4-Year High BL Fed Flying Blind Merk Surprise Rise in Jobless Claims Ahead of February Jobs Report Reuters Planned layoffs dip Triple trouble in Europe, US and China brings out the bears Pricthard Bull market's end near as it turns 3? USAT Is the Recovery in the Dow Jones an Illusion? Talbott 'Sterilized' Bond Buying an Option in Fed Arsenal WSJ (Complete via Google) Under the new approach, the Fed would print new money to buy long-term mortgage or Treasury bonds but effectively tie up that money by borrowing it back for short periods at low rates... Grant: Federal Reserve Should Learn from 1920-1921 Depression CNBC Fed Thoughts: QE or Not QE? Morgan Stanley Arse Backwards: The Fed's Approach to the Housing Market Forbes Bernanke Needs Some Bounce in His Tail BL Monetary Policy FAQ: Explaining the Basics of the Dollar Forbes Global Equity Markets: Thank You Central Bankers BCAR Plunge protection team hedging on Greece MW Printing money 'deleveraging' assets ABC Video Labor Costs Becoming Challenge to Fed, Companies WSJ Panzner Logic of Finance Can Banish Corruption (Part 4) Shiller Beware Analysts Torturing Jobs Data to Fit Model Baum Global Real Estate Trends Scotia Will home prices fall another 20%? Mirhaydari Not too warm for a Labor Dept. snow job Crudele EB - Sheehan - Roubini - Derrick - Smith As Pension Crisis Looms, Golden Years Fade to Black BL 35 Statistics That Prove That Things Have Gotten Worse In America American Dream A Comprehensive Look at Financial Volatility Prediction by Economic Variables BIS
U.S. Warns Apple, Publishers WSJ Trademark dispute could block new iPad sales China Daily Facebook IPO: Facebook Loves Wall Street WSJ Punish bankers? We’re still rewarding them Nutting AIG Bailout: $42 billion to go CNN The World's Richest Man On Fixing The Global Economy Forbes Wall Streeters: No One Goes to Brothel With $2,000 Cash CNBC Have Oil Speculators Already Priced In War With Iran? BW
Brazil Opts for Deeper Rate Cut to Stoke Recovery Reuters 60% of Greek Bond Holders Committed to Debt Swap BL Greece optimistic as bond swap deadline nears Reuters Why a Greek Debt Deal May Not Bring End of the Greek Saga CNBC The pain in Spain will test the euro FT (Wolf) ECB to Hold Rates - Bank of England to Stick to Ultra-Easy Policy In Push to Export Yuan, Other Brics Get Renminbi Loans FT The initiative aims to boost trade between the five nations and promote use of the renminbi, rather than US dollar, for international trade and cross-border lending Is China No. 1? Sameulson Chinese working to reconstruct US China Daily IMF appoints Chinese economist as secretary Shanghai Daily China: Fragile, Handle With Care EDC Canada January Building Permits Drop 12.3 Per Cent; All Sectors Down CP Capital Markets Special Update: With The Output Gap Closing, What Will The BoC Do? Scotia Iceland to decide to go loonie? MW Global Insurers Targeted in Latest U.S. Bid to Expand Sanctions on Iran BL
Surging Student Debt Pushes Up Overall Consumer Credit WSJ Americans Pile Up Debt Again - Can That Be a Good Thing? CNBC 216,000 jobs created in February CNN Productivity in U.S. Cools as Labor Costs Jump BL After 3 years, we’re all hooked on free money Lynn Year Five in the Crazy House Smith Cause, Effect, and The Fallacy of a Return to Normalcy JimQ A New Twist for the Fed? WSJ Don’t Resent the Rich; Fix the Tax Code (Part 3) Shiller Why the sell-off is just getting started Mirhaydar Gary Shilling’s 6 Favored Asset Classes via PragCap Consumer Credit and Stock Returns CXO Martenson - Fry - Dr. HB - Panzner Five years after subprime: Lending trends in Europe and the US DB Research How Many New Jobs Are Necessary to Hit the Full Employment Mark? NTrust The Economic 'Doomsayers' ... Mainstreet Wall Street's Broken Windows Black
World’s Richest Lose $11.3B, Mittal Falls Off Index BL Lehman is back! Is the financial crisis over? Reuters Companies turn to bankruptcy again - and again Reuters Volcker rule may 'harm' sovereign debt markets Kyodo Research: Will oil prices derail the global recovery (again)? Danske Gold market sentiment finally improving Hulbert According to Credit Suisse, the global commodity demand has peaked Sober Look Oil prices and the U.S. economy EB Canadian crude discount squeezes oil patch G&M The effect has been severe and broadly felt. Canadian prices, relative to the rest of the continent, are taking one of the largest hits they’ve ever seen. Global Oil Demand Projected to Rise 1.2% in 2012 WSJ
Research: Possible outcomes of the Greek debt swap Danske SocGen, Generali Take Part in Greece Debt Swap BL The goal of the exchange,...is to reduce the 206 billion euros of privately held Greek debt by 53.5 percent, helping avert a disorderly default that could roil markets and fuel contagion. Athens to Bond Holdouts: Take Part in Restructuring, or Else FT Analaysis: Greek default may be gift to other euro strugglers Reuters Euro-Zone Central Bank System Massively Imbalanced Spiegel Target 2 of the ECB vs. Interdistrict Settlement Account of the Federal Reserve Bruegel Spain Lags Italy as Growth Concern Halts Rally BL China's falling defence budget Pritchard US bill violates int'l rules - minister China Daily Don't blame China: US official Shanghai's home curbs set to continue Shanghai Daily Container traffic to slow at Shanghai port Shanghai Daily Chinese consumers becoming more emotional, study finds AFP Japan’s declining economy Majirox Recession Hits Australia Mish Netanyahu: Israel has right to pre-emptive attack on Iran Independent
Is Japan set to boom? Makin “Street Smarts” Saut Garbage in.. Price Waiting on the European ‘Surprise’ Lamont IIF's Doomsday Memorandum Revealed: Greek Default To Cost Over €1T via ZH Insiders as bearish now as last April Hulbert Fed's Fisher says more bond buys risky Reuters The Profits Bubble Bear’s Lair - There's a U.S. equities bubble (and it's not valuations) Hutchinson Measure of U.S. corporate profit margins stands 50 per cent above its long-term average Where bears should beware FTA A tale of two depressions redux Eichengreen Grading Student Loans FRBNY Fed Would Focus Solely on Price Stability Under Bill Proposed by Brady BL China’s not so miraculous recovery Das In China, Sobering Signs of Slower Growth Bradsher Is China raising a red flag? Harrison Is China's Role as World Growth Engine Finally Over? CNBC Finance Isn’t as Amoral as It Seems (Part 2) Shiller Kass - Keen - Krasting - DBreaker - Mish Business Cycle Monitor: The recovery loses some momentum Danske Collateral requirements for mandatory central clearing of over-the-counter derivatives BIS IMM positioning: Investors turn net short JPY Danske
Goldman Sachs’s Asia Unit Swings to 2011 Loss BL As an Adviser, Goldman Guaranteed Its Payday Sorkin 4 big myths about Wall Street bonuses MW Paulson’s Advantage Plus Declines in February BL AIG raises $6 billion via bottom-of-range AIA stake selldown Reuters Warren Buffett vs. the profiteers of doom MW Warren Buffett Priced in Gold Azizonomics Investors roll the dice as Apple's value booms Reuters Cotton traders scrambling MW Flynn: “This India development really caught the entire cotton industry and traders off guard because it came with no warning” What's next for silver? MW Managed money goes LONG oil FTA Here's How Oil Prices Are Affecting Currencies Right Now via B IWhat Goldman Sachs Is Telling Its Clients About Oil Prices via BI Oil sands fuel a new manufacturing boom - in Alberta G&M Gold extends losses on China growth worry AFP
Dutch Freedom Party pushes euro exit amid 1.8 trillion rescue bill Telegraph Becoming the first political movement in the eurozone with a large popular base to opt for withdrawal from the single currency. Spain’s sovereign thunderclap and the end of Merkel’s Europe Pritchard Top lenders back Greek bond swap plan AP Goldman Secret Greece Loan Shows Sinners BL Greece’s Soft Budgets in Hard Times Gros Is this China’s last ditch effort to avoid the hard landing? Black Swan China fails to meet air, water targets Shanghai Daily Wen given award for US job creation China Daily The Chinese premier was given the award of the "Best Friend of American Worker" award in Boston. China's real defense budget almost double official figure, military sources say Asahi Pole-dancing robots wow world's biggest high-tech fair AFP Israel, Iran and the Battle for the Bomb Spiegel
Warning: A New Who's Who of Awful Times to Invest Hussman Stockman: You'd Be A Fool To Hold Anything But Cash Now via BI Q: You sound as if we're facing a financial crisis like the one that followed the collapse of Lehman Brothers in 2008. A: Oh, far worse than Lehman. When the real margin call in the great beyond arrives, the carnage will be unimaginable. Can we trust the central bankers? Fleck Third Round of Easing Hinges on S&P 500: Marc Faber CNBC What Happens When Operation Twist Ends? BCAR The Fed and The Power To Redirect and Redistribute Wealth Forbes Bernanke skeptical about improved employment figures G&M Canceled credit card debts come back to haunt taxpayers USAT States of Depression Krugman Take the Subway Friedman Rosenberg: "The Best Currency May Be Physical Gold" via ZH Credit demand, supply, and conditions: A tale of three crises VOX Shiller: Economist who foresaw bubbles still likes stocks AP Disingenuous Recession Explanations from ECRI,,, Mish PC - SoberL - EB - Smith - Dr. HB Speculators Who Inflated Property Bubble to Get U.S. Loan Help BL Housing Still Drowning in Underwater Mortgages WSJ Fannie and Freddie drop the ball LAT
AIG selling $6 billion of AIA shares, to repay bail-out Reuters Slim Beats Gates in Global Daily Ranking of Billionaires BL Warren Buffett vs. the profiteers of doom MW Walt Whitman, The First Artist of Finance Shiller Analysis: Bain investors worry about returns, not Romney Reuters First year in decades without new US bank FT How Much You Need vs. How Much You Can Lose WSJ Dow 1,339,410: The Latest Milestone WSJ The Car of the Future Will Drive You WSJ Plateau Oil meets 125m Chinese cars Pritchard Oil spikes usually metastasize once energy costs reach 9pc of global GDP. The longer they stay there, the greater the damage. The Mystery Behind Rising Oil Prices Solved Pento Price of Oil Is the New Greece, HSBC Chief Economist Says CNBC Driving Is A Dying Activity In America via BI Gold correction may not be over yet, but definitely no gold bubble: Faber Mineweb China's Solar Markets Also Catch Chill REW
Greek default fears grow as bond swap deadline looms Telegraph Greece bubbles towards a third bailout and boiling point Bootle Analysis: Out of intensive care, Europe risks chronic illness Reuters End of Irish Love Affair With Europe May Hurt Bonds BL All firms can settle trade in yuan Shanghai Daily The central bank's announcement that the new rules will be applied nationwide underscores the success of a two-and-a-half-year trial by China to globalize the yuan. Yuan diplomacy Aljazeera When no one was looking, China became the largest source of finance for Latin American governments. China's Sale of U.S. Debt -- Beginning of the End? Forsyth (Complete via Google) When all else fails, central-bank monetization of debts is the usual answer -- but not a good one. China targets 2012 growth at 7.5% China Daily Land sales in Shanghai plummet Shanghai Daily In China Real Estate Slowdown, "Prices Will Fall By 50%" NDT The economic challenges facing emerging China China Daily China’s not so miraculous recovery MW Local debt reaches 19 trillion yuan Standard Domestic bond markets set to boom Finance Asia Ottawa Nixes Speech Approving Iceland's Adoption Of The Loonie HP BlackRock Sees Hungarian Bond Rally at Risk BL Tearful Putin Celebrates Victory Amid Fraud Claims Spiegel Iceland's ex-PM begins trial over 2008 crisis AJ Treasure from wreck off Indonesia to go on sale AFP
U.S. stocks face jobs data, Iran tensions MW Central banks' $9 trillion lifts economies AP Never before have the world's central banks sent so much money sloshing through the global financial system. The Protein Bomb The Absolute Return Letter Unintended Consequences Mauldin T2 Partners February Letter to Investors via ScribD Financial Sphere Weak Links Noland 0.2% Interest? You Bet We’ll Complain Morgenson Rydex Asset Levels Are Bearish Swenlin Stock Market Valuation Ratio Trends CXO Constant Craving for Equities Misguided Kass Is This As Good As It Gets For Now? Harding Home Prices Declined to New Lows in 2011 Norris Crudele Weekly Focus: It's all about the money Danske Global Views Scotia Global Equity BMO Faber predicts derivatives crash CityWire More Than 1 in 7 Use Food Stamps WSJ
GM temporarily halts production of Volt TheHill Builders of Casino Empire Split, and the Bitter Accusations Fly NYT U.S. Unit of Maclaren, a Stroller Maker, Is in Bankruptcy NYT Furor Over Report Hints at a Chinese Policy Debate BL
Moody’s downgrades Greek debt AP The Mysterious Greek Yield Curve FRBSL Spain planning to breach EU budget targets, warns PM Telegraph Merkel Unmoved By EU Summit Euphoria Spiegel Iceland eyes loonie, Canada ready to talk G&M Canadian ambassador Alan Bones will tell Icelanders that if they truly want the Canadian dollar, Canada is ready to talk Canadian Dollar Renaissance: 10 Years After BMO Focus Canada’s growing divide in riches between east and west G&M China cuts holdings of US govt bonds China Daily The latest figure "clearly indicates China's intention not to put all its eggs in one basket" All firms can settle trade in yuan Shanghai Daily No easing of housing curbs any time soon Shanghai Daily Furor Over Report Hints at a Chinese Policy Debate NYT Trouble saving money? Drop English, speak German G&M Russians Fed Up With Putin's Manipulations Spiegel
Wall Street, Fed Face Off Over Physical Commodities Reuters Housing bubble: listening for the pop Macleans Skittish European Banks Park $1 Trillion With ECB Reuters Canada’s economy loses steam in fourth quarter G&M Economy Still Burdened With Excessive Consumer Debt Comstock The Two Issues that Can Bring Down the Economy Bartlett Brazil declares new 'currency war' FT The move comes as Brazil's central bank also steps up direct intervention in the market... Rousseff: “We have a currency war that is based on an expansionary monetary policy that creates unequal conditions for competition” What’s the big deal about Nasdaq 3,000? Hulbert Nasdaq still remains 40% below its 2000 peak High Priced Stocks Becoming Higher Priced Stocks BeSpoke Why I am now net short Kass Jim Rogers: Why I Don’t Own Any US Equities CNBC Bond bubble, toil and trouble MW The Dual Mandate: Has the Fed Changed Its Objective? FRBSL Bulk Buying Hot Deal of the Moment: Entire Houses Reuters The “Ever Expanding” Government Illustrated, Part III EB Panzner - Smith - Salmon - ZH Prices Cut Into Household Incomes WSJ Bernanke: Money Market Funds Still at Risk of Runs WSJ Fast, Furious at MF Global WSJ
Billionaire Hugo Salinas Price - Central Banks Smashed Gold King World Gold recovers on bargain-buy by traders Reuters Gold's sparkle likely to shine on Chinese demand Shanghai Daily Markets see new threat in surging crude G&M Time to Stop the Oil Speculators? CNBC Oil Continues to Rise Because the Dollar Continues to Fall Forbes Fed's Williams: Higher oil affecting U.S. growth Reuters What Future Does Nuclear Power Have in Japan? Spiegel Keystone Pipeline Brings Pain at Pump, Few Jobs Alter
Second Greek bailout decision delayed until March 9 Telegraph The Greek crisis: When political desire triumphs economic reality VOX Greece's Debt Crisis Bodes Ill for Us All HP 'The ECB's Policies Are Anything But Harmless' Spiegel Combined with the first offering from Dec. 21, 2011, this means that the ECB has injected more than €1 trillion into Europe's financial system...it remains uncertain how banks will use the cheap money this time around ECB Says Overnight Deposits Surge to Record Euroland will pay for this monetary madness Warner Average price of new homes posts decline Shanghai Daily
Gold up, silver rallies 3% after prlor steep loss MW U.S. Officials Escalate Warnings to Iran BL Greece May Default on Gov’ts: Kirkegaard BL China's Holdings of US Treasurys Decline CNBC Why the ‘risk-on’ rally will not last FT (via Google) Economic history is...full of stark reminders that bubbles cannot be reinflated despite best attempts of politicians to soften the blows of consolidation and deflation Next Big Financial Crisis Will Be Made in China Wolf Bernanke Can’t Blame His Sins on Milton Friedman Shlaes A calm (and successful) bull Brimelow How Greece’s default could kill the sovereign CDS market Salmon Foreclosure Sales Ramp Up Post Robo Signing CNBC DeLong - La Monica - Panzner - Smith - Nasdaq hits 3,000 milestone - with a big help from Apple G&M Student Loan Debt Hits Home for Bernanke G&M
Wall Street Bonus Withdrawal Means Trading Aspen for Coupons BL The demise of over-the-counter trading Finance Asia Goldman manager investigated in insider trade case: source Reuters Keystone Oil Pipeline May Raise U.S. Gas Prices BL Gold & Silver Smash Temporary, Oil to Super-Spike Embry Will the Fed push oil to $200 a barrel? MSN
Euro Zone Manufacturing Contracts in February Reuters Greek Default Payouts May Bring Some Costly Surprises Reuters Papademos Rejects Call for Special EU Commissioner for Greece BL ECB's Mario Draghi raises the stakes with trillion euro gamble Pritchard What will the golden rule mean for the Eurozone? VOX Southern European Money Migrating North to Safety Spiegel Shanghai loses out on rising labor costs Shanghai Daily China to expand cross-border RMB businesses Xinhua Hong Kong’s Basement-Gate Points to Shaky Future Pesek IMF Paper Advocates Temporary Emerging-Market Currency Intervention WSJ
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