Bondhead News Archive

July 01 – July 15

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07/01 MN: Sorry, we're closed St. Paul Pioneer Press via Stateline.org / Patrick Sweeney, Rachel E. Stassen-Berger and Bill Salisbury What's Behind the Trade Deficit Numbers? Ludwig von Mises Institute / Antony P. Mueller Mood in Mid-America Christian Science Monitor / Mark Sappenfield The Fed's Measure of Consistency Business Week via MSNBC / Michael Wallace CA: Realtors see solid housing market Sacramento Bee / Rachel Osterman Economic Trends pdf Federal Reserve Bank of San Francisco Fed hike is likely to twist ARMs Orange County Register / Andrew Galvin Upset by what Fed didn't say Chicago Tribune via Baltimore Sun William Neikirk How high will the Fed go? MSN Fed signals intention to continue raising rates AP via The State / Jeannine Aversa AZ: State's quality jobs decline, survey says Arizona Republic / Jonathan J. Higuera Housing may sting more than dot.com bust Reuters via CNN Wall Street gift limits a worry for merchants Reuters / Scott Malone Hedge Fund Growth: Good News Or Bad? Forbes via Wharton Hedge funds: a wild quarter CNN / Amanda Cantrell Bank of America, MBNA merger called bad for consumers AP via Baltimore Sun Shareholders feeling like pallbearers Denver Post / Al Lewis Treasuries Tumble After ISM Index Rises: World's Biggest Mover Bloomberg / Michael McDonald 10-year Treasury yield pops above 4% CNN U.S. buyers' mood lifted in June Reuters / Ellen Freilich Crude ends week strong after heating oil surge FT / Kevin Morrison and Emma Winberg After O'Connor Forbes / Daniel Fisher Continental Drift Forbes / Dennis Kneale Ignore the biz-babble -- follow the money San Francisco Chronicle / David Lazarus Dangers Abound In Hedge Fund Trading Forbes / Robert Lenzner Microsoft to Pay IBM $775 Mln to End Antitrust Claims Bloomberg / Cesca Antonelli Donaldson: The Last Agenda CFO.com / Stephen Taub Treasuries ease on day after Fed, ISM awaited Reuters House Asks Bush to Review China Unocal Bid AP via Forbes Fed Is Only Central Bank Raising Rates Bloomberg / John M. Berry Muni Guide Gives Some Straight Talk on Public Debt Bloomberg / Joe Mysak Stronger eurozone manufacturing lifts bond yields FT / Joanna Chung MetLife, Citigroup close $11.8B deal AP via NJ Post Elder Statesman Wanger Pounds Table for Dividends Bloomberg / Chet Currier Capital One Gains on speculation After MBNA Takeover Bloomberg / Will Edwards Mortgage rates drop to 5.53% AP via Minneapolis Star Tribune Political Economic Reasons Why The Fed Is On The Cusp Of Pausing Northern Trust via Safehaven / Paul Kasriel The June 30 FOMC Statement and How it Differs from the May 3 Statement Forexnews.com via Safehaven / Ashraf Laidi Foreign direct investment The Economist The Euro: Why the Tortoise Could Yet Beat the Hare Global Spin via Safehaven / Wilfred Hahn Yen Erases Gains Against Dollar, Extends Weekly Decline on Fed Bloomberg / John Brinsley UK: Official figures reveal UK economy in deep trouble Telegraph / Malcolm Moore UK: Risk to small businesses after Lords ruling on bankruptcy Guardian / Jill Treanor UK: Economic storm clouds are gathering The Scotsman / David Black Foreign Suitors Nothing New in U.S. Oil Patch NY Times / Alexei Barrionuevo NY: Manhattan apartment prices continue to rise Newsday / Tomoeh Murakami Tse China as World Finance Maverick -- Deal With It Bloomberg / Mark Gilbert Yen Rises After BOJ's Sentiment Index Is Higher Than Expected Bloomberg / John Brinsley

07/02 Roaring Government Bond Market Union Securities via Safehaven / David Chapman Thoughts on the Housing Bubble Thought’s From The Frontline via Safehaven / John Mauldin Double-Digit Earnings Growth About to End AP via LA Times / Ellen Simon Wachovia -- outfoxed, or foxy? Charlotte Observer / Rick Rothacker Dollar Rises for a 4th Week in 5 Versus Euro to 13-Month High Bloomberg / Mark Tannenbaum Housing boom's side effect: rising property taxes AP via Charlotte Observer / John Pain CA: O.C. is taking housing prices to a new level Orange County Register Treasuries Have Biggest Weekly Decline Since March as ISM Rises Bloomberg / Michael McDonald Sears stock rated `buy' Chicago Tribune A Bond Maven Consults His Crystal Ball NY Times / Riva D. Atlas Schools That Train Real Estate Agents Are Booming, Too NY Times / Gregg Matthews To cut oil dependence, look to the Skies IHT / Daniel Altman MBNA Merger Would Leave Capital One in Unique Position Washington Post / Dean Starkman The Next Heavyweight Champion of Banks NY Times / Julie Creswell

07/03 Oil 'will hit $100 by winter' Guardian – Observer / Heather Stewart G8 has got the lowdown on everything but the slowdown Scotsman / Bill Jamieson MA: Renting out is rough: Small landlords feel property price pinch Boston Herald / Scott Van Voorhis Restricted stock is new heavy in CEO pay Chicago Tribune via Orlando Sentinel / Andrew Countryman Economic cycles are repeating Dallas Morning News / Danielle DiMartino Gauging Two Booms Washington Post / Ben White 1st-time buyers, two-unit housing Cincinnati Enquirer / Michelle R. Smith For novices, investing in foreclosures is a gamble Bankrate.com via Ornage County Register / Mike Gusti Is it a housing bubble? Act as if it is Wichita Eagle An unexpected signing bonus LA Times / Chuck Green MO: Reverse mortgages can be a godsend or a curse to the elderly St. Louis Post Dispatch / Jack Naudi Philip Morris using a smoke screen? Denver Post / Al Lewis Tough Crowd NY Post / Terry Keenan Immigrants Benefit U.S. Economy Now as Ever LA Times / James Flanigan Bush administration wants more small businesses to get federal work St. Louis Post Dispatch / Hector V. Barreto Could a Few Hedge Funds Spoil the Party? NY Times / Anna Bernasek Hedge funds' impact outpace their growth Chicago Tribune / Andrew Leckey Real estate investment trusts offer opportunity Pittsburgh Tribune Review / Susan Morris Credit-card users may be paying nearly double by end of the year Baltimore Sun / Eileen Ambrose MD: Investors heat up housing market Baltimore Sun / Jamie Smith Hopkins Jobs Rebounded, Services Grew in June: U.S. Economy Preview Bloomberg / Joe Richter Were the Good Old Days That Good? NY Times / Louis Uchitelle U.S. fate is mixed to Spirit of '76 Pittsburgh Tribune Review / Jack Markowitz Treasurys dive as ISM data cloud slow-growth sentiment AFX via Forbes Profits, Not Jobs, on the Rebound in Silicon Valley NY Times / John Markoff and Matt Richtel Dow cuts its losses in the second quarter Pittsburgh Tribune Review / Gregory M. Drahuschak Pinning down the big bucks Orlando Sentinel / Harry Wessel Some People Pick the Stock. Others Choose the Moment. AP via Chicago Tribune / Conrad De Aenlle A Stock Market Riddle May Have an Easy Answer NY Times / Mark Hulbert Awakening Economic Powerhouses Eye G-8 AP via Chicago Tribune / Tom Raum

07/04 Alan Greenspan and the US current account deficit Brookes News via Fiend’s SuperBear Page / Gerard Jackson Multifamily houses catching on AP via St. Paul Pioneer Press / Michelle R. Smith WI: Striking the right balance Milwaukee Journal Sentinel / Joel Dresang Canada: Business Outlook Survey Bank of Canada IMF's Rato says no need for ECB rate cut at moment Reuters Fees put squeeze on credit cards Washington Times / Tom Ramstack Review and Preview Morgan Stanley / Ted Wieseman and David Greenlaw Pension Guard shields from inflation's creep Dallas Morning News / Scott Burns Mutual fund industry mounting attack against reform movement Chicago Tribune via Hartford Courant / Michael Oneal Risk of a USD Overshoot Morgan Stanley / Stephen L Jen Dollar's surprising rally may not be sustained CBS Marketwatch Some firms rehire recent layoffs Orange County Register UK: Forecast Update: Subdued Consumer, Higher Inflation Morgan Stanley / Melanie Baker, Vladimir Pillonca and David Miles Euroland: Good Deflation, Soft Recovery Morgan Stanley / Eric Chaney The Plaza Accord, Japan, and Lessons for China Morgan Stanley / Stephen L Jen Asia Pacific: All About US Jobs Morgan Stanley / Malcolm Wood Japan: Tankan: A Satisfying Rebound Morgan Stanley / Takehiro Sato Former adviser to Bush interviewed for Fed post FT / Andrew Balls The Fallout from O'Connor's Resignation NY Times / Claudia H. Deutsch 'Three Billion New Capitalists': Consider the Outsource NY Times / Henry Blodget Depressed bond yields confound trends FT Eurozone bond yields rise FT / Joanna Chung and Mariko Sanchanta How to really read those earnings reports Reuters / Linda Stern Growing seniors segment an elixir Westchester Journal News via Cincinnati Enquirer / Jay Loomis Deutsche Telekom may sell T-Mobile USA Reuters / Boris Groendahl It takes more than poor returns to be a Morningstar dog AP via Chicago Sun Times / Meg Richards Amtrak president lobbies for funds Philadelphia Inquirer / Henry J. Holcomb Investing in China Is Worthwhile Though Perilous BBC News / John Wasik G8: a jaded formula in a high-octane world? Reuters / Brian Love Dollar gains on rate rise hopes BBC News Euro Hits 13 Month Low Against Dollar AP via Newsday / Matt Moore Traders Increase Bets on $80 Oil on Supply Concerns Bloomberg / Alejandro Barbajosa Dollar Rises to 13-Month High as Factory Orders Probably Gained Bloomberg / John Brinsley Treasuries May Gain as Foreigners Seek Higher Yields Bloomberg / Al Yoon

07/05 CA: Santa Ana's hot housing Orange County Register / Jonathan Lansner After the Barbecue Daily Standard / Irwin Stelzer Deficit needs real solution Dallas Morning News / Danielle DiMartino A Friend of the Market Bond Buyer / Mathew Vadum The Case for (Carve-Out) Personal Accounts Tech Central Station / Jagadeesh Gokhale Housing Speculation is More Rampant Than You Think Euro Pacific Capital via Safehaven / Peter Schiff Canada: RBC predicts healthy growth CP via Toronto Star Germany: Land of the Lost Tech Central Station / Nico Wirtz Morgan Stanley to pay Mack $25M per year AP via Akron Beacon Journal White House to give budget update next week Reuters Bonds fall as investors book profits FT / Jennifer Hughes, Joanna Chung and Mariko Sanchanta Emerging debt-Prices follow Treasuries lower Reuters U.S. state and metro-area housing data Reuters Made in China, felt in America Newsday / Randi F. Marshall and Lauren Weber Oil prices hit $60 as storms stoke fears Reuters In gauging living standards, GDP often misses mark Reuters / Pedro Nicolaci da Costa IL: What's driving retail boom Chicago Sun Times / Sandra Guy Calif. governor says budget agreement reached Reuters Money and happiness: How tight the bond? CNN / Jeanne Sahadi Dow, Nasdaq End Up on Economic Optimism AP via Baltimore / Ellen Simon Ford matches GM, Chrysler discounts Bloomberg via Dallas Morning News Thousands to march as G8 leaders meet in Scotland Reuters / Andrew Gray Japan: Victory for Koizumi, but delivery is delayed The Economist EU: First-mover disadvantage The Economist Taking Stock Morgan Stanley / Richard Berner FASB Wipes Clean a "Tainted" Provision CFO.com / Ed Zwirn Rely on basics, not guesswork Philadelphia Inquirer / Jeff Brown Bank regulators dismiss housing bubble Philadelphia Inquirer / Kevin G. Hall Oil prices not yet hurting economy San Francisco Chronicle / David R. Baker Asia Pacific: It's Still About Oil Morgan Stanley / Andy Xie Japan's Bond Dealers, Stung by Oil Gain, Temper Yield Outlook Bloomberg / Chris Cooper and Keiko Ujikane Asia Pacific: Trade Momentum Rebounded from April Lows Morgan Stanley / Deyi Tan and Daniel Lian What Global Saving Glut? Morgan Stanley / Stephen Roach Oil prices near $60 per barrel mark AP via Houston Chronicle / Brad Foss Ameritrade-TD Waterhouse merger took a long time San Francisco Chronicle / Jenny Strasburg Getting Ready For Gold's Run To $500 Forbes / John Dobosz The Creditors' Ball? Forbes / Peter Lattman U.S. May Factory Orders Rise on Aircraft Demand Bloomberg / Courtney Schlisserman U.S. Treasuries Decline as Factory Orders for May Increase Bloomberg / Michael McDonald and Steve Rothwell Hole in the Housing Bubble NY Times / Raymond Bonner In Germany, the Jobless Work to Keep Their Benefits NY Times / Kevin J. O’Brien Mr. Greenspan's dilemma CBS Marketwatch / Walter S. Frank Political factors for Bush as he picks a nominee Christian Science Monitor / Linda Feldmann UK: Confidence in economy 'falls again' This is London – Evening Standard Australia Probably Will Keep Interest Rate at 5.5% Bloomberg / Victoria Batchelor Oil Rises on Speculation U.S. Refiners May Increase Purchases Bloomberg / Hector Forster and Gavin Evans Dollar Is Close to 14-Month High on Yields, Economic Outlook Bloomberg / John Brinsley Unocal, Maytag Bids May Buoy U.S., Refuting Anti-China Outcry Bloomberg / Art Pine

07/06 Home sales may have tapped the brakes USA Today / Edward Iwata First-time buyers' wild ride CBS Marketwatch / Steve Kerch Cities that rely on indexes are betting on bogus information St. Louis Post Dispatch / David Niklaus BondWorks Institutional Advisor via Safehaven / Levente Mady Firms eye European property derivatives trading Investment & Pensions Europe Germany piles into derivatives Investment & Pensions Europe S&P: Hedge-fund growth raises risks CBS Marketwatch / Alistair Barr Canada: Exporters aren't afraid of lofty loonie Globe and Mail / John Partridge Era of bargain airfare deals already may have left town Indianapolis Star / Catherine Rentz Pernot Hard to stomach this logic Dallas Morning News / Danielle DiMartino Retailers' Outlook Suddenly Sunny AP via Hartford Courant / Anne DInnocenzio Single-Sector Mutual Funds Reap Rich Returns Wall Street Journal via Hartford Courant / Laura Saunders Egodigwe Japan: Land of the Falling Sun Tech Central Station / Christopher Lingle Cantor predicts yield curve could invert CNN Treasuries rise, but caught in pre-payrolls limbo Reuters / Pedro Nicolaci da Costa Bonds rise, reversing two days of losses AP via Seattle Post Intelligencer Post-Greenspan Fed will face credibility test-Poole Reuters / Alister Bull Panel on "After Greenspan: Whither Fed Policy?" Federal Reserve Bank of St. Louis Bowling Appointed Assistant Vice President Federal Reserve Bank of Atlanta CA: Economist sees Calif. housing defying 'bubble' talk Reuters Flat markets of 1st half `mystifying,' `a struggle' Chicago Tribune / Bill Barnhart Debate raging over oil CNN / Paul R. La Monica A Chinese currency revaluation could raises prices in the United States Newsday / Randi F. Marshall and Lauren Weber Colo. home appreciation lags U.S. Denver Post / Aldo Svaldi US's Snow sees momentum on Social Security revamp Reuters / Mark Felsenthal Army gives $5 billion more in work to Halliburton Reuters via Houston Chronicle / Sue Pleming Are you making more money? CNN / Paul R. La Monica Asia Pacific: Hot Money Leaving? Morgan Stanley / Andy Xie ECB set to stand firm over calls for rate cut FT / Ralph Atkins UK manufacturing sector stagnates Guardian / Mark Tran Europe: Corporate Europe: Ready for the Recovery Morgan Stanley / Eric Chaney London pips Paris at the finishing line The Economist Man charged with stealing Wi-Fi signal AP via Seattle Post Intelligencer Treasuries tick down on ISM jump, but then reb