The dollar’s days as reserve currency are numbered Eichengreen (via Google jump)
The Inflation Monster - How Monetary Policy Threatens Savings Spiegel
In Defense of Short Selling Kass
Women’s Fashion Ad Indicator: 2013 bull Farrell
Things That Make You Go Hmmm… Williams
Is Legal Tender Next? NY Sun
Gold Can Save Us From Disaster S. Forbes
Signs Of The Gold Standard Are Increasingly Emerging...Worldwide Forbes
Holding The Fed Accountable Grove City College
IMF cuts global growth forecast; prods Europe, U.S. Reuters
Pay No Attention to IMF, Look at Companies: Gartman CNBC
The Global Competitiveness Report WEF
One Algorithm Made Up 4% of Quote Traffic CNBC
The motive of the algorithm is still unclear.
U.S. report dashes China telecoms' expansion hopes Reuters
Wells Fargo And The Case Of The Falling Financials Forbes
McKinsey casts gloomy eye on world banking Reuters
Hedge Funds Cutting Trading Budgets Amid Slump, Survey Finds BL
Iraq to Become World's Largest Oil Exporter: IEA CNBC
Braving Protests, Merkel to Offer Encouragement in Athens CNBC
Critics say her visit has come too late... Spiegel
U.S. Investors “In No Hurry” to Buy China Stocks: Citigroup BL
New home prices up for 4th month Shanghai Daily
Yuan climbs despite lower parity rate Shanghai Daily
Hong Kong’s inflationary austerity MW
N. Korea: Long-Range Rockets Can Hit Continental U.S. BL

China banks pull out of IMF Tokyo meet amid island dispute - Xinhua Reuters
US doesn't accept Japan's claims China Daily
Chinese ships enter contiguous zone near Senkakus for 7th straight day Kyodo

Merkel Should Bury Euro During Greece Visit: Economist CNBC
Number Five Hussman
“A Kids Market” Saut Boom Price
Decline, Decay, Denial, Delusion, and Despair JimQ
Analysis: Options traders get set for fiscal cliff, close vote Reuters
Goldman's Worst-Possible, Black-Sky Scenario For The Fiscal Cliff BI
What would going over fiscal cliff mean to U.S. economy? Tompor
How Washington's Inaction Could Put Us in an Economic Death Spiral
Editorial: Sounding the alarm on the 'fiscal cliff' Star Tribune
IMF's Lipton calls on U.S. to address fiscal cliff Reuters
The World's Largest Money-Laundering Machine: The Federal Reserve Smith
The New Nonsense: Leaving Finance Ritholtz
The Future of American Housing Dr. HB
Flowing Through the Labor Market WSJ  Truth About Jobs Krugman Stiglitz
Vital Signs Chart: Americans Add to Credit-Card Debt WSJ
Markets brace for earnings slowdown G&M
Investors Appear Deaf to Earnings Alarms WSJ (via Google)
Banks brace for SEC settlement FOX
JPMorgan Feigns Injury From Lawsuit Pinprick BL
The long tail of Lego Reuters
Launch of Europe Bailout Fund Puts Ball Back in Spain’s Court CNBC
ECB member shuts door on Greek pleas Telegraph
Economics: the failure of European monetary union has been abject Elliott
HSBC China services PMI recovers to 54.3 after one-year low Reuters
World Bank cuts East Asia GDP outlook, flags China risks Reuters
No cooling on property sales Standard
Chavez’s Election Win Sets Stage for 20-Year Venezuelan Rule BL
Indonesia's Promise Could be Illusory Asia Sentinel

Japan’s China Row May Spur GDP Fall This Quarter, JPMorgan Says BL
Japan carmakers to cut China production by half: Nikkei Reuters

You Can Intimidate Everyone Noland
In investing, cash means opportunity Fleck
Investors, beware Economist
As long as politicians in the world’s big three economies continue to dither, another global recession is possible
3 ticking time bombs of 2012 Jubak
Fed QE and Gold, Silver ZEAL
Five must-see charts for the fourth quarter MW
New Academic Study Says 'Sell in May' Triples Market Gains Over Long- Term! Harding
You don't need a conspiracy to know the job market is still lousy WSJ
Markets Need More Than “Good” Jobs Report El-Erian
A Return To Stable Money Requires More Intellectual Gasoline NYT
Beyond Repair Sheehan
Soaring Gas Prices In California Swenlin
California Struggles With High Gas Prices NYT
Investors Indulge in Below-Grade Bonds Norris
Global Views Scotia Global Equity BMO
Weekly Focus: Global PMIs are bottoming Danske
Gold Traders More Bullish as Holdings Reach Record BL
Cueless Capital: An Interview With the World’s Youngest, Most Charmingly Oblivious Hedge Fund NYM

Spain Sees Divorce Driving Breakup of Towns in Recession BL
Everything you need to know about Canada’s housing ‘bubble’ FP
Singapore Caps Residential Loan Tenures After Prices Hit Record BL
Chavez Losing Aura of Invincibility in Election Spurs Bond Rally BL


Featured Article: Economic Gloom or Recovery? 5 Signs That One is Ahead EW
U.S. Jobless Rate Declines to 7.8%; 114,000 Jobs Added BL
When Career Risk Reigns Absolute Return Letter
Monthly Economic Monitor NB Financial
Betting On Monetary Policy Is A Risky Gamble Comstock
Bullard: Fed risks putting itself in a "box" by targeting unemployment Reuters
Monetary Mystification Sitglitz The monetization game Saft
Divided Fed considers numerical guides for rates policy Reuters
Bernanke’s QE3 Will Be Better Than Japan’s Pesek
QE3 was a sign of failure Gold
Stocks should rise in Q4 if history repeats Hulbert
Bullish Sentiment Drops for Second Straight Week BeSpoke
Marc Faber Meets Jim Rogers on CNBC.com CNBC Text
U.S. Interest Cost Falls to Lowest Since 2005 as Debt Soars BL
Counterparties: What’s holding back mortgage lending? Salmon
Obama didn't mention Bain. Hallelujah! La Monica
Neither Obama Nor Romney Will Save Dollar Forbes
The $5 trillion tax-cut myth Samuelson  Smith
Monthly Municipal Market Update Standish
How to Run Your Hedge Fund From a Prison Cell Weil
Public Sector Pensions: 'Their Accounting Makes Enron Look Good' Wharton
Morgan Stanley Chief Warns More Pay Cuts Are Coming FT
Authorities charge 91 in $430 million Medicare fraud Reuters
Exclusive: Credit Suisse probed over mortgages - sources Reuters
RBS Said to Suspend Trader Over Interest Rate Rigging BL
QE3 could push gold up to $2,400/oz Telegraph
“The gold chart has turned decidedly bullish...”
The Availability Of Physical Gold Will Disappear King
Iron Ore Bear Market Leaves Arrium With Low Bid BL
With government wary, decision on reactor restarts up in the air Asahi
Analysis: China's currency foray augurs geopolitical strains Reuters
Fed up with what it sees as Washington's malign neglect of the dollar, China is busily promoting the cross-border use of its own currency
RMB seen to be fully convertible in 5 years The Asset
Spain Minister’s “No Bailout” Remark Sparks Laughter CNBC
Pressure grows on Spain to opt for a bailout Inde
But Rajoy plays chicken with bond markets as he 'thinks he might get away with it
The ECB’s unfired weapon - Waiting for Rajoy Economist
Mas Urges Rajoy to Ask EU for ‘Inevitable’ Spanish Bailout BL
ECB bond-buying conditions need not be painful: Draghi Reuters
Liikanen is at least a step forward for EU banks Wolf (via Google jump)
Europe’s monetary opposition Economist
Tensions between the Bundesbank and the ECB are rooted in concerns about central-bank independence
China turns to courts in business disputes with western governments G&M
Toyota September China car sales fall 40 percent on year: source Reuters
Hong Kong Luxury Sales Fall as Chinese Curb Spending BL
Vancouver Housing Bubble Doesn't Scare Chinese Investors HP
Is another savings bank disaster on way? Korea Times

Ambassador: Diaoyu Islands are Chinese China Daily
Taiwan and The Daioyus Asia Sentinel
Japan deleted from list of countries on Chinese video-sharing sites Asahi

Initial Jobless Claims in U.S. Increase From Two-Month Low BL
Planned Layoffs Rise in September: Challenger Reuters
QE’s biggest problem? Destruction of savings Lynn
Do Western Central Banks Have Any Gold Left??? Sprott
There's Too Much Debt, What Investors Can Do: Bass CNBC
Still Short Bonds Kass
Grice Writes His Most Negative Note Ever: 'I Am More Worried Than I Have Ever Been' BI
How America Can Beat China's State Capitalism BW
Your right to resell your own stuff is in peril MW
Six Charts: Money, Oil and Credit Smith
No Joy on Wall Street as Biggest Banks Earn $63 Billion BL
HP's outlook disappoints, shares hit nine-year low Reuters
Intrade: Debate Sends Obama's Odds Down, Romney Up CNBC
Japan Political Shifts Expose BOJ to Demands for Action BL
Bank of Japan preview - Too soon for more easing but bar for FX intervention is low Danske
Japan extracts first shale oil via YouTube
Draghi Stares at Spain as Brinkmanship Keeps ECB Waiting BL
Multiplying Europe's fiscal suicide (technical) Pritchard
The entire EU austerity plan is based on a false premise. This disastrous error is now clear beyond any reasonable doubt.
Proposed Split of Large Institutions - Fight Looms Over EU Plans for Bank Reform Spiegel
The Bundesbank in the role of net debtor DB Research
BOE Maintains Bond-Buying Plan as Split Over QE Looms: Economy BL
As Canadian housing market slows, industry scrambles to paint rosy picture FP
Sunny Soars 1,000% on Korea Presidential Speculation BL
“Some companies are just soaring based on groundless reasons that somehow connect them to the candidates”
Is this the new normal?   Finance Asia
Investment banks in Asia have suffered from a steep fall in equity capital markets activity — and some fear the deals may not come back.
Increase in bank profits much slower Shanghai Daily
China to continue Diaoyu Islands patrols: FM China Daily
Uncertainty Over Currency Swap Deal with Japan Chosun
Fund sales collapse as investors shun equities Telegraph

Iranians Abandon Meat for Bread as Rial Drop Fires Protests BL
Police in Iran clash with currency protesters Aljazeera
Europe Weighs More Sanctions as Iran’s Currency Plummets BL

Services in U.S. Expanded More Than Forecast in August BL
ADP Says Companies Added 162,000 Workers to Payrolls - Mortgage Applications Jumped
The Next Panic Atlantic
Europe’s crisis will be followed by a more devastating one, likely beginning in Japan.
Damages PIMCO (Gross)
Well, Armageddon is not around the corner. I don’t believe in the imminent demise of the U.S. economy and its financial markets. But I’m afraid for them.
--
Gross Warns Bonds Could Be ‘Burned to Crisp’   CNBC
“If the fiscal gap isn’t closed even ever so gradually over the next few years, then rating services, dollar reserve holding nations and bond managers embarrassed into being reborn as vigilantes may together force a resolution that ends in tears,"
Gross
IMF Chief Economist Says Crisis Will Last a Decade Reuters
QE, Inflation, Stocks, & Gold Yardeni
QE and the Equity Market: Is the Fed Driving or Along For the Ride? Lawler
What the Fed's Historic Bet Means for You El-Erian
The Fed Plays All Its Cards Schiff
Currency wars as global stimulus FTA
t's October: Is the stock market crash-proof? USAT
For Investors, T.S. Eliot Was Wrong NASDAQ
Stock Market Valuation Ratio Trends CXO
Is unlimited growth a thing of the past? Wolf
WTO chief downplays China-US trade imbalance China Daily
Imminent Recession? EB Dr. HB - Black - Roubini
If You Prop Up an Artificial Economy Long Enough, Does It Become Real? Smith
IMM positioning: Carry and funding currencies alike gain at expense of USD Danske
A Goldman comeback? Don’t bet the house Weidner
Senators blame Geithner for costly suits over Libor Reuters
What Dodd-Frank unleashed on the financial services Industry. Barron’s
GE's Shadow Bank Moving Towards the Light TheStreet
After Mortgage Settlement, Banks Continued Abusive Practice, California Monitor Says HP
Buffett's Berkshire to Buy Two Huge Wind Farms CNBC
Private equity firm Carlyle to trade commodities Reuters
Iron Ore Heads for Longest Bear Market in 20 Years: Commodities BL
SolarWorld confident as U.S. nears decision on Chinese solar panels Reuters
Chinese-owned firm sues Obama China Daily
Exclusive: Spain ready for bailout, Germany signals "wait" - sources Reuters
Germany’s central bank chief fights new steps to contain debt crisis WP
China services PMI falls to lowest in nearly two years Reuters
Believe it or not: Singapore is in a technical recession SBR
Is the RBA trying to re-inflate the housing bubble? Brisbane Times
World outlook darkens DB Research
Billionaire Gupta Chases Beauty to Boost Profit BL
Hobbits Return to Find Middle Earth More Expensive BL
Spanish investors in Gecina file for bankruptcy Reuters
Which came first? The corruption or the mistresses? In China, they most often go together B
Banks prosper in war-torn Syria Finance Asia

China banks pull out of IMF Tokyo meet amid island row: WSJ Reuters
China, Japan 'too important' for row: IMF chief AFP
China seizes Japan newspapers amid tensions over territorial dispute Kyodo

Wall Street slips on Spain, earnings worries Reuters
Measure of U.S. Home Prices Rises by Most in 6 Years AP
Will QE3 Really Generate Jobs? Contrary Investor
“GOLD’ The Simple Facts PIMCO
Get ready for roller coaster ride Hulbert
Romney, Obama both stock-market killers Farrell
A Speed Limit for the Stock Market Lowenstein
Macro Malpractice Roach
Having misdiagnosed the ailment, policymakers have prescribed untested experimental medicine with potentially grave side effects
The Federal Reserve and the Currency Wars Ocampo
Investors Doubt QE3 Lift to U.S. Discretionary Spending BL
Bernanke Warns His Creator NYS
A World Without a Reserve Currency Bear’s Lair
Sell Side Indicator Still Shows Extreme Bearishness vai Ritholtz
End of payroll, Bush tax cuts top "fiscal cliff" fears: study Reuters
R.N. Elliott's Discovery Foretells a Major Market Turn Still to Come EW
Stock Market May Be Headed for Rude Shock This Month Bartiromo
Gaming US Fiscal Reform El-Erian
'We're Heading for Recession,' Zell Predicts for Economy CNBC
Global manufacturing points to challenges for world economy Reuters
JPMorgan Sued for Fraud by NY Attorney General Reuters
UBS trader's colleague says took part in some false accounting Reuters
Perot's economic stance resonates 20 years later USAT
Gold Is Seen Advancing as Bernanke Renews Stimulus Pledge BL
Investors wait for Spain, central bank meetings Reuters
Why Germany must face up to its 1 trillion headache Warner
Concerns Mount that ECB Bond-Buying Program Is Illegal Spiegel
A Turning Point for China YALE
Top banker faces £3m insider trading charge Inde
Blizzard of bad data sweeps economy Korea Times

Iran rial in confused trading following plunge AFP
West waging economic 'war' on Iran: Ahmadinejad AFP
North Korea Says Hostile U.S. Policy Could Spark a Nuclear War BL

Bernanke Tackles QE3 Critics Reuters
Speech by Bernanke on five questions about the Federal Reserve and monetary policy FED
Fed to Ease Until Jobless Rate Falls Below 7%: Evans CNBC
U.S. Manufacturing Increased More Than Expected in September BL
Monday Morning Outlook Schaeffers
U.S. Jobs Outlook Weak as Companies Seek Cost Cuts BL
Leap of Faith Hussman  Think Smaill Price  “Me, Lord Marlboro, and the Dow?!" Saut
A Bernanke Bump or Fed Fallacy: Can QE3 Juice Stocks? WSJ
Fed Watchers Join QE Debate With Scathing Words CNBC
Romney Bashing Bernanke Rejects Mankiw’s Monetary Views BL
Bernanke Aggressively Lobbied Rest of Fed to Get QE3 Barrons  Support Strong?
TIPS Show Inflation Alarm Fading as Options Give Fed Time BL
Upon review, it’s Ben’s fault Keenan
Insight: Mom and pop investors miss out on stock market gains Reuters
Get Ready for a Volatility Shock Barron’s
Analysis: They're back! Yield hunt pushes funds into CLOs, CDOs Reuters
“I would not be surprised if some managers are reaching outside of their expertise for a few extra basis points”
Corporate-bond sales set records MW
I am a job creator: A manifesto for the entitled Pearlstein Smith - Mish
SEC Sues the One Rating Firm Not on Wall Street’s Take Cohan
Now, incredibly, Egan-Jones is the sole rater that the SEC has decided to attack.
A Very Strange Way to Assess the Safety of Banks Johnson
Presenting The World's Biggest Hedge Fund You Have Never Heard Of via ZH
Global IPOs Slump to Second-Lowest Level Since Crisis BL
FX traders seek coaching in battle for dominance Reuters
Kevin O'Leary: He's not a billionaire, he just plays one on TV G&M
Federal uranium stockpile sales still spark concern Star-Tribune
Singapore Has Golden Ambitions WSJ (via Google)
“There has been a dramatic increase in customers wanting to move out of paper, that is over-the-counter gold, and into physical”
Attacks on 6 Banks Frustrate Customers NYT
Euro zone September factory data flags "new recession" Reuters
Another domino falls as Hollande pushes France into depression Pritchard
Breakingviews: Spain’s rose-tinted slip Reuters
Car sales in austerity-hit France, Spain fall further Reuters
Five looming dangers that could tear the eurozone apart Guardian
Analysts Cut Profit 52% as Europe Valuations Hit 2-Year High BL
Japan Tankan Sentiment Worsens as Global Slowdown Hurts Exports BL
Economy teeters at "fiscal precipice" - Kelkar panel Reuters
The panel, whose recommendations are not binding, warned that failing to curb subsidies would see a flight of foreign capital and a potential credit rating downgrade.
Canada: One nation under two real estate markets FP
Bad bankers warned: repent or go to jail Inde
China’s messy leadership transition MW
At Coming Party Congress, China's Billionaires Discreetly Stay Away BL
Funds retreat from Japan, short-sellers circling, in China spat Reuters
Oktoberfest Record: Beer Consumption -- And It's Only Half Over Spiegel

Tehran threatens Israel with 'full force' if nuclear facilities are attacked Inde
Iran currency crashes 13% to record low AFP
“It's a disaster...A client lost one billion rials in one day"