Bondhead News Archive

January 16 – January 31

Bondheads Home

Tip: Looking for a particular story or writer???

Hit “control + F” to search

 

 

 

 

 

 

 

 

 

 

 

 

01/16

Inflation and the US economy  what’s the problem? Brookes News / Gerard Jackson

Why Is The Yield Curve Inverted? Yeald via Fiend’s SuperBear Page / George Ross Fisher, IV

When enough is enough Marketwatch / Greg Robb

CA: Hot market led to real estate agent boom Long Beach Press Telegram / Don Jergler

New year's retail forecast not as rosy as 2005 Milwaukee Journal Sentinel / Doris Hajewski

Lazy portfolios' outrun S&P 500 Marketwatch / Peter Brimelow

Nokia is Magellan Fund's top holding Marketwatch / Kathie O’ Donnell

Korea: BOK Pledges to Stem Inflation Korea Times / Na Jeong-ju

U.S. Treasury prices slip, data, auctions in focus Reuters / Naomi Tajitsu

World Bank arm sees strong year for emerging markets Reuters / Lesley Wroughton

Economic concerns recede at start of year; worries about Iraq, politicians have grown Pittsburgh Post Gazette / Will Lester

US retail body sees slowdown in sales $ FT / Jonathan Birchall

Fund stars don't like this ride Wall Street Journal via Pittsburgh Post Gazette / Diya Gullapalli and Shefali Anand

For immigrant laborers, Big Easy more Wild West Dallas Morning News / Dianne Solis

The importance of history and geography FT / John Kay

Review and Preview Morgan Stanley / Ted Wieseman and David Greenlaw

TX: Post-storm economy taking root in Texas Dallas Morning News / Angela Shah

Family offices on the rise Orange County Register / John Gittelsohn

Governments turn to collection agencies Dallas Morning News / Pamela Yip

GMAC Taking $450 Million Goodwill Charge CFO.com / Stephen Taub

Popular ETFs receive failing grades Marketwatch / John Spence

Go Slow On Bank Stocks Forbes / Liz Moyer

Global glow Marketwatch / Greg Morcroft

Bowser's nose for low-priced stocks Marketwatch / Peter Brimelow

Japan: Holding Tight Morgan Stanley / Takehiro Sato

France: Too Much Complacency on the VAC Morgan Stanley / Eric Chaney

Turkey: Loving IT Morgan Stanley / Serhan Cevik

Big bucks for a Greenspan speech? CNN

Surprise! Airlines' outlook positive Arizona Republic / awn Gilbertson

MD: Condo boom spells end for apartment complex Baltimore Sun / Laura Barnhardt

Oil edges higher on Iran and Nigeria concerns FT / Chris Flood

Platinum Rises to a Record on Buying by Speculators and Funds Bloomberg / Danielle Rossingh

Gilt yields fall after disappointing UK data FT / Joanna Chung and David Turner

Expected debt issues-Investment-grade Eurobonds Reuters

Euro eyes 3-month high on hawkish Trichet FT / Darryl Thomson

Dollar Gains Before Consumer Confidence, Manufacturing Reports Bloomberg / Jake Lee

Dollar falls to three-week low versus yen AP via NJ Post

Brazil's Real Falls vs Dollar on Interest-Rate Cut Speculation Bloomberg / Elzio Barreto

Canadian dollar inches ahead, bonds drift up Reuters

Merkel Brings Spark To Germany's Foreign Policy Forbes / Oxford Analytica

Japan cannot avoid raising taxes – Tanigaki Reuters

Copper Futures Rise to Record in Shanghai on Cable Maker Demand Bloomberg / Xiao Yu

Left a bit ... right a bit ... the mysteries of inflation targeting and Bob Monkhouse's 'Golden Shot' Independent / Stephen King

Sugar May Rise to 24-Year High on Ethanol Demand, Smaller Crops Bloomberg / Claudia Carpenter and Jason Gale

EU: German industry blazes trail for eurozone Guardian / Larry Elliott

Japan's Dec. Producer Prices Rise Fastest in 16 Years Bloomberg / Mayumi Otsuma

Britain's Fiscal Rule Is More Leaden Than Golden Bloomberg /Matthew Lynn

Dollar Drops; Snow Says He's Unconcerned About Diversification Bloomberg / Kosuke Goto

01/17

The Buttonwood column: Strange happenings along the China coast $ The Economist

WI: Strong year for equity funds Milwaukee Journal Sentinel / Kathleen Gallagher

WI: More fizzle than pop in home prices Milwaukee Journal Sentinel / Michele Derus

Five Stocks Facing Formidable Resistance Forbes / Bernie Schaeffer

The Reversal of the US's and Asia's Relative Monetary Conditions Morgan Stanley / Andy Xie

The Global Delta, Part II Morgan Stanley / Stephen Roach

Banks overcome tighter margins Minneapolis Star Tribune / Thomas Lee

BMA Warns Proposed Changes to MSRB Rule G-23 Will Restrict Competition and Harm Market Bond Market Association

Many Oppose G-23 Changes Bond Buyer / Lynn Hume

Bernanke must prove mettle with rate hike Marketwatch / Dr. Irwin Kellner

Economy eyes capital spending surge AP via Wichita Eagle / Rachel Beck

Oil Prices -- Tight Markets plus Geopolitics Equals Upside Risks Morgan Stanley / Richard Berner and Eric Chaney

GOP moves to rein in lobbyist favors Marketwatch / William L. Watts

Breaking Up Is Hard to Do Smartmoney.com / James B. Stewart

High-tech AT&T kick NY Daily News / Phyllis Furman

CO: Xcel sees jump in late customer payments Denver Business Journal / Cathy Proctor

Realtors: most homebuyers put little cash down Reuters

Big investors set to deepen commodity stake Reuters / Barbara Lewis and Clare Black

Intel investors disappointed CNN / Amanda Cantrell

Treasury yield curve inverts again FT / Jennifer Hughes

Emerging debt-Spreads resilient to markets weakness Reuters

US SWAPS -Spreads narrow with lower Treasury yields Reuters

NC: Foreclosures in neighborhood take a toll on everyone Charlotte Observer / Lisa Hammersly Munn

Should Google have to pay for the bandwidth it consumes? Slate / Adam L. Penenberg

Intel shares drop on fears of PC downturn FT / Chris Nuttall

Yahoo posts weak results, stock drops 13 pct Reuters / Eric Auchard

A case for tech valuations Reuters / Marc Gernstein

Money manager Gabelli under fire over pay Journal News / Allan Drury

Chinese Overseas Investment Exceeds $50B AP via Newsday

Overthrowing the tyranny of vested interests $ FT / Martin Wolf

I Remember Alan Forbes / Dan Seligman

Happy Trails, Alan CNN / Paul R. La Monica

Jobs recovery falling short Dallas Morning News / Danielle DiMartino

Airbus outstrips Boeing after sales surge $ FT / Kevin Done

Buffett's Berkshire To Buy Business Wire Forbes / Greg Levine

SEC Proposes Changes to Pay Disclosure CFO.com / Stephen Taub

Tuesday's Money Rates AP via NJ Post

They're on the money Sacramento Bee / Jack Sirard

Gold's high prices boost production, global exploration AP via Arizona Republic / Sandy Shore

Mexico Peso Bond Yields Fall to Record on Rate-Cut Speculation Bloomberg / Adriana Arai

Trade Center Launches New Managed Futures Information Site Trade Center / Scott Hicks

CA: Late taxes hint at housing's toll Orange County Register / Jonathan Lansner

MA: Suburbs flush with homes for sale Boston Globe / Kimberly Blanton

FL: Another company seeks sizeable rate hikes for home insurance in S. Florida South Florida Sun Sentinel / Kathy Bushouse

5 signs you have too much money CNN / Jeanne Sahadi

Industrial Production and Capacity Utilization Federal Reserve Board

U.S. agency 2006 note sales calendar Reuters

U.S. Treasuries fall on strong U.S. factory data Reuters

New York State to sell $4.2 bln bonds in 2006-07 Reuters

Wall St. Wooing Hedge Funds LA Times / Walter Hamilton

Yields on CDs at highest since '01  Boston Globe / Sasha Talcott

Wells Fargo, U.S. Bancorp Slowed By Bankruptcy Cases Bloomberg / Steve Dickson

Executive Pay May Get Close Look LA Times / Jonathan Peterson

Tuesday World Gold Prices AP via NJ Post

Tuesday Gold Coin Prices AP via NJ Post

Crude Oil Jumps Above $65 on Threat to Iran and Nigeria Supply Bloomberg / Mark Shenk

Dollar up against euro on economic news AP via NJ Post

Brazil's Real Falls to One-Week Low on Rate Cut Expectations Bloomberg / Elzio Barreto

UK inflation drops to Bank target BBC News

Balancing Act Daily Standard / Irwin Stelzer

Is Ben Bernanke ready to assume US Fed chair? Taipei Times / Robert Shiller

The goliath that reshaped America Christian Science Monitor / Clayton Collins

Treasuries May Fall as $100 Billion of Debt Overwhelms Buyers Bloomberg / Joshua Krongold and Elizabeth Stanton

U.S. Consumers Reeling From Higher Debt Burden Bloomberg / John Wasik

Bush, Congress Lack Courage to Fix Entitlements Bloomberg / John M. Berry

Bush's Expansion Leaves Workers Behind, Sparking Fed Friction Bloomberg / Mark Drajem, Nicholas Johnston and Alison Fitzgerald

Nothing Trumps Some Things Tech Central Station / Duane Feese

When Less Really Is More Tech Central Station / Stephen Bainbridge

China sees foreign cash pile as possible peril IHT / David Lague

Dollar Gains on Speculation Reports Will Signal Faster Growth Bloomberg / Keiko Ujikane and Kosuke Goto

Copper Rises to Record in Shanghai on Supply Concern in China Bloomberg / Xiao Yu

Crude Oil Rises on Concern About Nigerian Unrest, Iran Standoff Bloomberg / Will Kennedy and Gavin Evans

DC: Gasoline prices increase locally Washington Times / Kara Rowland

Equity Strategists: Goldman Expects Gains, Led by U.S. and Asia Bloomberg / Kotaro Miyata

A win for January Effect strategy Marketwatch / Mark Hulbert

Rumblings of a German Revival NY Times / Mark Landler

UK: An era of low inflation or asset price bubble as King maps out a bumpy road for the Bank Independent / Jeremy Warner

I Still Hate Funds Forbes / Kenneth L. Fisher

Russia: Gref Set for WTO Talks in Switzerland Moscow Times / Anna Smolchenko

Global Stock Market Rallies are Optical Illusions, but Gold could Soar to $770 per ounce SirChartsAlot.com via Safehaven / Gary Dorsch

01/18

Opening the boss’s pay packet $ The Economist

Oil on the up, again $ The Economist

Outsourcing is just the latest in a long series of scapegoats St. Louis Post Dispatch / David Nicklaus

Seagate profit nearly doubles on PC boom Bloomberg vi Minneapolis Star Tribune / John Stebbins

New England Economic Indicators Federal Reserve Bank of Boston

Gilts bubble savages pensions FT / Philip Coggan and Kate Burgess

Fed president's worries are inflated Dallas Morning News / Danielle DiMartino

NY: Your home got pricier, so pay up! NY Daily News / Michael Saul

CA: Home prices likely to fall, PMI says Contra Costa Times / James Temple

WTO hearings in Boeing-Airbus dispute to be public AFP via EU Business

Apple shares tumble after numbers fall short FT / Kevin Allison

AMD puts in stronger showing than Intel FT / Chris Nuttall

Southwest's profitable streak continues Dallas Business Journal via Buffalo Business Journal / Margaret Allen

Yahoo's 83% Profit Growth Fails to Appease Wall Street LA Times / Chris Gaither

Washington Mutual 4Q earnings miss views AP via Settle Post Intelligencer / Elizabeth Gillespie

Prescription for a healthcare fiasco $ FT / Jacob Weisberg

EU: Beware the Hikes of March Business Week via MSNBC / Natascha Gewaltig

The hippies were right all along about happiness $ FT / Andrew Oswald

Is Ben Bernanke A Conservative? Forbes / Hunter Lewis

EBay posts strong results but outlook disappoints Reuters / Eric Auchard

Not rocket science Washington Times via Real Clear Politics / Richard W. Rahn

Senate Targets Some Convertible Bonds CFO.com / Stephen Taub

Fifth Third falls short Cincinnati Enquirer / Alexander Coolidge

Nuclear power may pop up in a decade Pittsburgh Tribune Review / Jack Markowitz

The Economic Outlook for 2006 Federal Reserve Bank of Richmond / Jeffrey M. Lacker

U.S. Economy Grew at End of 2005, Fed Report Shows Bloomberg / Scott Lanman

Beige Book Federal Reserve Board

Bond prices edge up at midday AP via NJ Post

CO: Utility shut-offs surge in late '05 Denver Post / Steve Raabe

CA: $621,000: record price for O.C. homes Orange County Register / Jonathan Lansner

Wednesday's Metal Prices AP via NJ Post

Oil prices fall as traders take profits AP via NJ Post / Madlen Read

Executive-pay disclosure is a reform that adds up Baltimore Sun / Jay Hancock

Tokyo Stock Exchange session halted early AP via Baltimore Sun / Yuri Kageyama

Worldwide share slide reaches US BBC News

Hedge fund manager revamps McDonald's plan AP via The State / Michael J. Martinez

Productivity and Economic Outlook Federal Reserve Board / Susan Schmidt Bies

Bies: Fed 'vigilant' on inflation Reuters via CNN

US home loan applications up as refinancing rises Reuters / Julie Haviv

US consumer prices fall, inflation worries remain Reuters / Andrea Hopkins

1-year bank CD rates increase close to 5% level Detroit Free Press / susan Tompor

Schwab's earnings triple on slashed fees AP via Charlotte Observer / Michael Liedtke

JPMorgan reports 13% growth in profits $ FT / David Wighton and Andrei Postelnicu

Bank of New York profit up 15% as fees rise Reuters via San Diego Union Tribune / Jonathan Stempel

Citigroup to launch own trading network AP via San Diego Union Tribune

Inflation-linked 50-year gilt yield hits new low FT / Joanna Chung

Yes, Stock Options Do Still Matter Forbes / Elizabeth MacDonald

Retailers Face Challenging Year AP via South Florida Sun Sentinel / Anne D’Innocenzio

California, New York Officials Sense Danger in Debt Bloomberg / Joe Mysak

Brazil, Chile, Colombia: Latin America Local Bond Preview Bloomberg / Andrea Jaramillo

FL: Key condo debtor case settled Miami Herald / Patrick Danner

U.S. Consumer Prices Probably Rose in December, Survey Shows Bloomberg / Joe Richter

Bracing the world for the day when the oil runs out Independent / Michael Harrison

Crude Oil Trades Close to $67 Amid Iran, Nigeria Supply Concern Bloomberg / Gavin Evans

How important is CEO pay? Marketwatch / Mark Hulbert

U.K. Doesn't Need Law to Fight `Wal-Martization' Bloomberg / Matthew Lynn

Chinese Should Boycott Microsoft and Yahoo Bloomberg / William Pesek Jr.

Russia: Foreign Car Sales Double in '05 Moscow Times / Anna Smolchenko

Can Holders Sue Merrill in State Courts When Traders Cannot? NY Times / Floyd Norris

WA: Home sale prices in '05 set King County record Seattle Post Intelligencer / Kristen Millares Bolt

 

 

 

 

 

 

 

 

01/19

Omen believers shudder at T-note yields USA Today / John Waggoner

Business Outlook Survey Federal Reserve Bank of Philadelphia

New IRS tool doesn't make AMT question much easier Marketwatch / Andrea Coombes

Medicare Drug Plan Looks Like a Big Scam LA Times / Michael Hiltzik

New G-38 Sparks Changes Bond Buyer / Lynn Hume

CA: Riding nine years of rising property values Orange County Register / Jeff Collins

Mich. jobless rate 6.8% in '05 Lansing State Journal / Tim Martin

Nasdaq error results in incorrect stock quotes AP via MSNBC

To be paid like a king Marketwatch / David Weidner

Treasury not concerned with rising US indebtedness Reuters

America's dark materials The Economist

Yellen says Fed should not target asset bubbles Reuters

Picking rates peak art, not science -Fed's Yellen Reuters

2006: A Year of Transition at the Federal Reserve Federal Reserve Bank of San Francisco / Janet Yellen

Greenspan warns senators of GSEs' systemic risk Reuters