|
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"
|