Bondhead News Archive

June 16 – June 30

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06/16

The Resilient Economy Real Clear Politics / Brian Wesbury

The budget deficit Marketwatch / Marshall Loeb

Good news on the deficit $ The Economist

U.S. housing boom is biggest since 1890 Marketwatch / Amy Hoak

Big birds keep on bleeding Denver Post / Al Lewis

Ballmer ain't goin' nowhere! Fortune via CNN / David Kirkpatrick

Options scandal could bring restatements AP via NJ Post / Marcy Gordon

U.S. Stocks Snap Two-Day Winning Streak, Dropping for 2nd Week Bloomberg / Dune Lawrence

MBA Commends Confirmation of Robert M. Couch as Ginnie Mae President Mortgage Bankers Association

SEC acts to ease fears over regulation FT / John Authers, Jeremy Grant and Norma Cohen

Amenities, Local Conditions, and Fiscal Determinants of Factor Growth in Rural America Federal Reserve Bank of Kansas City / Eric Thompson, George Hammond, and Stephan Weiler

2005 Annual Report - U.S. Health Care Reform: Difficult Trade-Offs Federal Reserve Bank of Boston

Japanese, Canadian, Australian Currencies Fall on China Boost Bloomberg / Min Zeng

Treasuries prices up on view Fed will curb inflation Reuters / John Parry

Two-Year Treasuries Head for Biggest Weekly Drop Since October Bloomberg / Elizabeth Stanton

Poole Says Inflation Is Too High; Fed May Need to Act Bloomberg / Vivien Lou Chen

SEC to name Fed's Olson to head PCAOB-source Reuters / John Poirier

Tech pain may end, but not soon CNN / Amanda Cantrell

Corporate America Levers Up Morgan Stanley / Richard Berner

Treasuries edge up on view Fed will curb inflation Reuters / John Parry

Putting the Risk Back into Emerging Markets Morgan Stanley / Stephen Roach

Bill Would Boost Ranks of Credit Raters CFO.com / Stephen Taub

Letting inflation rise could be costly -Fed's Kohn Reuters

The Effects of Globalization on Inflation and Their Implications for Monetary Policy Federal Reserve Board / Donald L. Kohn

The Role of Anecdotal Information in Monetary Policy Federal Reserve Bank of St. Louis / William Poole

Poole: Data may not reflect inflation pressures Marketwatch / Steve Goldstein

When Big Ben speaks ...  ... the market reacts Chicago Tribune / David Greising

Fed official: Rate hikes may continue AP via Philadelphia Inquirer / Kelly Olson

Ben, take a lesson from Abraham and Isaac Philadelphia Inquirer / Andrew Cassel

Policy Wonks Versus Bernanke Forbes / Jessica Holzer

Friday Gold Coin Prices AP via NJ Post

Gold climbs as commodity rebound continues Marketwatch / Polya Lesova

TX: Copping copper Dallas Morning News / Steve Brown

Oil prices fall on supply news AP via NJ Post / George Jahn

TX: Dallas market 'undervalued' Dallas Morning News / Steve Brown

TX: 2,700 homes posted for foreclosure Dallas Morning News / Steve Brown

Profit-Momentum Bets Return Wall Street Journal via Marketwatch / Tom Lauricella

Friday's Stocktiming.com Analysis Stocktiming.com / Marty Chenard

U.S. Stocks Fall on Rate Concern; Microsoft, Exxon Shares Drop Bloomberg / Dune Lawrence

Gates' next full-time job: Trying to save the world Seattle Times / Benjamin J. Romano

Microsoft's past options practices questioned Reuters via CNN

U.S. Current-Account Deficit Narrows to $208.7 Bln Bloomberg / Carlos Torres

U.S. consumer sentiment rises in early June Reuters

Trade Deficit Posts Surprising Improvement AP via Forbes / Martin Crutsinger

Dollar higher, plays off Friday data Marketwatch / Wanfeng Zhou

Dollar falls as market fears recede FT / Peter Garnham

Job Picture Bright for Finance, Accounting CFO.com / Stephen Taub

Euro joy boosts Slovenian pride BBC News / Oana Lungescu

Russia sees WTO entry next month BBC News

Japan: June Tankan Preview Morgan Stanley / Takehiro Sato

China: No Impact from Tightening, So Far Morgan Stanley / Denise Yam and Andy Xie

'Greenspan created a monster housing bubble ... but if the economy tanks, it will be Bernanke who gets the blame' Guardian / Larry Elliott

All Items or Core Inflation - You Can Tighten Now or Tighten Later Northern Trust via Safehaven / Paul Kasriel

Bernanke Talks Down Risky Assets: Another "Hot Money" Temper Tantrum, or a Major Economic Trend Change? Econotech via Safehaven

Markets sway back and forth to Bernanke's beat AP via SEattle Times / Neal Lipschutz

It's Time to Come Clean on Muni Swaps, Derivatives Bloomberg / Joe Mysak

Airline Bonds Rally as AMR, Continental Boost Passengers, Fares Bloomberg / Caroline Salas

With a volatile market, it's no time for investors to panic Pittsburgh Post Gazette / Patricia Sabatini

Hedge Fund Shuts Down After SEC Check NY Post / Roddy Boyd

Gates Casts A Long Shadow Washington Post / Yuki Noguchi

Consumer Confidence in U.S. Probably Fell for 3rd Month in June Bloomberg / Joe Richter

Industrial Production - Weakness Developing In Household-Related Sector Northern Trust / Paul Kasriel

IRS may be denied deputies San Antonio Express News / Aïssatou Sidimé

The Border and the Boom Tech Central Station / Jerry Bowyer

States' tax revenue solid in early 2006 Stateline.org / Pamela M. Prah

States struggle to cut costs of immigration Christian Science Monitor / Jeff Oliver

Canada: Nation's net debt falls to record low in 1st quarter Toronto Star

Bank of Japan Scandal Last Thing Japan Needs Bloomberg / William Pesek Jr.

Oil May Rise as Growth in China, U.S. Spurs Demand Bloomberg / Mark Shenk and Christian Schmollinger

This Market Mess Is About More Than Ben Bernanke Bloomberg / Chet Currier

U.S. Treasuries soft on stock rally, rate outlook Reuters

NY: Selling, for a saintly price Newsday / Joie Tyrrell

When Markets Plunge, Blame Central Banks $ NY Times / Floyd Norris

The Amazing Vanishing Case Against Frank Quattrone Bloomberg / Ann Woolner

Japan's Bonds Drop; Stock Rally Adds to BOJ Interest-Rate Case Bloomberg / Issei Morita

06/17

Yield-Curve, Inflation, and Recessions: Are Recessions Necessary to Control Inflation in the US? Prophet of Doom and Gloom via Safehaven / Kas Jain

Real M2 Growth Signaling U.S. Economic Slowdown Northern Trust via Safehaven / Paul Kasriel

Must Bernanke Choose Deflation? Safehaven / Robert Blumen

Deepwater drilling in the Gulf takes off Detroit News / Steve Quinn

What to do amid uneasy economy Milwaukee Journal Sentinel / Avrum D. Lank

Globalization blurs line between U.S. cars, imports AP via Lansing State Journal / Jim Mateja and Rick Popely

Gates' decision 'a good thing' for Microsoft New leadership will benefit company, analysts say Seattle Post Intelligencer / Todd Bishop

Bankruptcy a 'bad idea,' GM CEO sez Bloomberg via NY Daily News / Greg Bensinger

Newspaper industry hopes for patience Marketwatch / David B. Wilkerson

Mexico Hopeful Takes Hard Line Vs. NAFTA AP via Newsday / Mark Stevenson

Money markets turn attractive amid volatility Chicago Tribune via Orlando Sentinel / Gail MarksJarvis

Bounce or bust CNN / Steve Hargreaves, Jessica Seid and Grace Wong

A Good Chief Just Stays Out of the Way $ NY Times / Joseph Nocera

NY: Area homes on market selling at faster pace Buffalo News / Michelle Kearns

CA: State's payrolls rise again Sacramento Bee / Dale Kasler

FL: Jobless rate near bottom South Florida Sun Sentinel / Harriet Johnson Brackey

SC: Spartanburg unemployment rises Spartanburg Herald-Journal

Two-Year Treasury Yields Rise to Five-Year High on Fed Outlook Bloomberg / Elizabeth Stanton

Yen Posts Second Straight Weekly Drop Versus Dollar on Rate Gap Bloomberg / Min Zeng and Daniel Kruger

Fearing Inflation, China Tightens Monetary Policy for 2nd Time in 6 Weeks NY Times / Keith Bradsher

S.C. job gains still trail nation The State / Jim DuPlessis

FL: Region's job boom weakens slightly Palm Beach Post / Jeff Ostrowski

Investors shrug off Gates' departure Seattle Times / Kim Peterson

06/18

A new way to measure inflation Dallas Morning News / Angela Shah

Even foreclosure hawks hurt by sagging real estate market AP via San Diego Union Tribune / Alex Veiga

Hindsight produces many reasons for Dow's 199-point gain Pittsburgh Tribune Review / Gregory M. Drahuschak

Gold bows to strong dollar Reuters via Washington Post / Chikafumi Hodo

Rate Honeymoon NY Post / Tracy Byrnes

FL: Sketchy lending practices forcing many from their homes Palm Beach Post / Pat Beall

AZ: Fear grips Phoenix housing market Arizona Republic and NY Times via Dallas Morning News

MI: Phone, cable firms slug it out on each other's turf Lansing State Journal / Jeremy W. Steele

PA: Prepaying for oil this year is slippery business Allentown Morning Call / Sam Kennedy

SC: High gas prices jack up home delivery costs The State / James D. McWillliams

NC: Seasonal forces push jobless rate to 4.6% Winston Salem Journal / Richard Craver

Canada: Prophet of Doom and Gloom CP via Toronto Star / Gary Norris

What Ozzie can do for Microsoft Business Week via MSNBC / Steve Hamm

Grocers turning more to quality store brands Chicago Tribune via Newsday

 How fixed-income investments smooth risk, still produce strong returns Wall Street Journal via Marketwatch / Jonathan Burton

Emerging debt to breathe easier during data hiatus Reuters / Walter Brandimarte

Bernanke's dilemma: Avoiding a recession AP via Charlotte Observer / Jeannine Aversa

Bernanke Glance AP via NJ Post

Investors can’t hide from higher interest rates London Times / Irwin Stelzer

Inflation, rates and the U.S. economy... Portsmouth Herald / Elaine Morgillo

Wall Street's Focus to Shift to Earnings AP via Tallahassee Democrat / Christopher Wang

NYSE could set up London exchange $ FT / Norma Cohen, John Authers and Jeremy Grant

Softer data probably wouldn't matter Marketwatch / Rex Nutting

Treasury Investors Prepare for Fed to Raise Rates in August Bloomberg / Deborah Finestone

Ripple Effects Agitate Markets LA Times / Tom Petruno

Middle-Class Bargain Hunt FT via LA Times / Stefan Stern

Are super-hot emerging markets latest bubble? AP via Clarion Ledger

What to do to protect stocks from inflation Philadelphia Inquirer / Jeff Brown

Dollar May Fall on Concern Fed Rates Will Slow Economy's Growth Bloomberg / Kabir Chibber

Home Construction Slows Along With Sales: U.S. Economy Preview Bloomberg / Vince Golle

Venezuela: Where oil is everything Philadelphia Inquirer / Andrew Maykuth

Oil company execs defend high pump prices AP via Seattle Times / John Heilprin

TN: Hospitals say more patients cannot pay Tennessean / Todd Pack

CO: Storage companies hold fewer workers Denver Post / Kimberly S. Johnson

CA: O.C. economy continues to thrive Orange County Register / Jonathan Lansner

Arizona's gypsum mines feed growing demand Arizona Republic / Max Jarman

Miss. farmers feeling brunt of dry weather Clarion Ledger / Arnold Lindsay

Heck of a career for Bill Gates Philadelphia Inquirer / Andrew Cassel

Go Midwest, young Easterner: Coasts no longer hottest housing markets Boston Herald / Kenneth R. Harney

Immigration Math: It's a Long Story NY Times / Daniel Altman

Is This Game Already Over? NY Times / Gretchen Morgenson

Not All Assets Are Portable Wall Street Journal / Jane J. Kim

New fund rules should reflect the scandal that precipitated them Marketwatch / Chuck Jaffe

Getting Help to See the Sunshine Through the Rain NY Times / Andrew Ross Sorkin

Mutual funds a safer bet: Good choice for average investors Boston Herald / Rick Schaffer

The economy is in fine shape, so why all the angst? Guardian – Observer / Richard Wachman

Big Names Beckon in Churning Market Wall Street Journal / Andrew Barry

'The bull's-eye is on their backs': US investors hit the mark on executive

excess Independent / Stephen Foley

A Little Industry With a Lot of Sway on Proxy Votes NY Times / Robert D. Hershey, Jr.

Amid Losses, 12 Financial Truths Persist Wall Street Journal / Jonathan Clements

An Old Formula That Points to New Worry Marketwatch via NY Times / Mark Hulbert

Profit Streak May Snap at Last NY Times / Conrad De Aenlle

Now there's a PC on every desk, is it the right time for Bill to quit? Guardian – Observer / John Naughton

UK: Of bankers and Goldman Sachs Guardian – Observer / William Keegan

 

06/19

WI: Late mortgage payments drop in state, U.S. Milwaukee Journal Sentinel / Paul Gores

S&P 500 Fair Value Below 800? Hussman Funds via Fiend’s SuperBear Page / John P. Hussman

Wall Street's back in absolute control, and Main Street's clueless Marketwatch / Paul B. Farrell

New Fed chief settles in, so do investors Sydney Morning Herald / Malcolm Maiden

Bondholders could end up in a bind Dallas Morning News / Danielle DiMartino

BMA Renews Call For Public Dissemination of Information Regarding NAIC Classifications Bond Market Association

Bond Buying and Pill Popping Daily Reckoning / Mogambo Guru

As our debt rises, dollar value sinks Dallas Morning News / Scott Burns

The Most Powerful Force on Earth Money and Markets via Safehaven / Martin Weiss

Key House lawmaker reveals estate tax plan AP via San Antonio Express News / Mary Dalrymple

Bush Is Back -- and with a Winning Message National Review / Larry Kudlow

Cost-cutting deal extends Wagoner's stay Toronto Star / David Olive

Chief Financial Officer's (CFO) Report to the Board FDIC

FDIC Reports First Quarter 2006 Financial Results for the Deposit Insurance Fund FDIC

Former Fed Vice Chair Ferguson joining Swiss Re Reuters via Washington Post

Is Ken Lay Really a Criminal? Ludwig Von Mises Institute / William Anderson

US SWAPS-Spreads widen, taking cues from Treasuries Reuters

Rates on Treasurys climb AP via Beaufort Gazette

Consumer group goes after real estate industry CNN / Les Christie

U.S. mortgage rates unchanged on Monday – BestInfo Reuters

Alive and well under a mountain of debt $ FT

Goldman Giveth And Taketh Forbes / Liz Moyer

SEC names Fed's Olson as PCAOB chairman Reuters / John Poirier

AZ: More entrepreneurs run business at home Arizona Republic / Scott Wong

Social Security: A plan both parties can love (and hate) CNN / Jeanne Sahadi

Riding out the stock market storm CNN / Grace Wong

Vonage Sued by Verizon Over Internet Phone Patents Bloomberg / Rebecca Barr and Susan Decker

US stocks fall on rate worries, oil sector's slide Reuters / Vivianne Rodrigues

Size matters $ The Economist

Dollar Rises Against Major Currencies AP via Forbes

EU: Oil imports fuel eurozone deficit BBC News

Deutsche Börse in new move on Euronext $ FT / Norma Cohen

Deutsche tweaks Euronext offer BBC News

FL: The other insurance crisis St. Petersburg Times / Tom Zucco

Foreclosures on homes expected to jump as adjustable mortgages climb higher South Florida Sun Sentinel / J.W. Elphinstone

MBA to Testify at Senate Hearing on the Federal Housing Administration Mortgage Banker’s Association

Housing market index falls to 11-year low Marketwatch / Rex Nutting

How Good Is What You’ve Got? Federal Reserve Bank of Atlanta / Marco Del Negro and Frank Schorfheide

Bernanke: Investors' Foe...or Friend? Business Week via MSNBC / Gene Marcial

Market Signals A Bottom May Be Near Forbes / Chris Johnson

Bounce creates opportunity, but for whom? Marketwatch / tom Kilgore

'Everything will be fine,' bullish Navellier predicts Marketwatch / Peter Brimelow

The Dirty Secret of China's Economy Business Week via MSNBC / Brian Bremner

Not feeling at home with risk Dallas Morning News / Danielle DiMartino

Globalization