Bondhead News Archive

January 01– January 15

Bondheads Home

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

Hit “control + F” to search

 

 

 

 

 

 

 

 

 

 

 

 

01/01

CBOT, Merc, CBOE all tally record turnover Chicago Sun Times / David Roeder

Dines authors Investment Letter of The Year 2006 Marketwatch / Peter Brimelow

Optimism helps fuel soaring Asian markets AP via Kansas City Star / Joe McDonald

Why bears are scared of bubbles $ FT / John Authers

Markets versus the conventional wisdom in 2007 $ FT / John Plender

The US Economy, Consumer Spending and the GDP Fallacy Brookes News via Safehaven / Gerard Jackson

Housing Slump Seen Weighing on Economy AP via Orlando Sentinel / Martin Crutsinger

The World's Reserve Currency Safehaven / Ron Paul

Commodities outlook $ FT / Lex

Pain at the gas pump should ease in 2007 Charlotte Observer / Andrew Shain

If you don't remember the 1960s, this year may help you Guardian / Ashley Seager

The Lonely Newspaper Reader NY Times / David Carr

Mild Jobs May Lift Stocks as '07 Starts Reuters via NY Times

Florida's economic forecast remains cloudy Palm Beach Post / Jeff Ostrowski

Goldman, Wall Street Bankers Win in 2006; Amaranth Leads Losers Bloomberg / Courtney Dentch

South Korea's Economy Won't Face `Drastic Slowdown,' Kwon Says Bloomberg / Seyoon Kim

Analysts predict tough 2007 for investors St. Petersburg Times / Helen Huntley

Help Wanted on the Hill Washington Post / Amy Joyce

Why consumers may show more discipline in 2007 Christian Science Monitor / Mark Trumbull

Those fiscally tough Democrats Christian Science Monitor

China: Consumer tidal wave on the way: China's middle class Christian Science Monitor / Peter Ford

01/02

Hot Hands ETF Of 2007 Forbes / Jim Lowell

Real estate challenges for 2007 $ FT / John Authers

The Year Of The Junk Bond Forbes / Aaron Himes

Will 2007 be the year for attacking imbalances? Daily Standard / Irwin M. Stelzer

ABC/WashPost US Consumer Comfort Index down to -3 Reuters

The year of the conundrum Marketwatch / Dr. Irwin Kellner

Housing Has Bottomed? Talk To Lennar Northern Trust via Safehaven / Paul Kasriel

No Sunshine From Lennar Forbes / Joshua Lipton

Through a Glass, Darkly: How Data Revisions Complicate Monetary Policy Federal Reserve Bank of Dallas / Evan F. Koenig

Research Review Jan. 2006 – June 2006 pdf Federal Reserve Bank of Boston

Hedge fund fees under scrutiny AP via USA Today

World markets rally; Wall Street closed AP via Houston Chronicle

Volume in '06 a Near Record Bond Buyer / Matthew Hanson

All Eyes on Tax Regulation Bond Buyer / Alison L. McConnell

Tuesday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard

Investors riding 'cash' rapids Wall Street Journal via Pittsburgh Post Gazette / Henny Sender

In a Flood of Cash, Somebody's Going Under Washington Post / Allan Sloan

The Poverty of John Edwards National Review / Larry Kudlow

Golden Era' for Credit May End With a Whimper: Chart of Day Bloomberg / Mark Gilbert

Lennar warns on earnings CNN / Chris Isidore

Economic growth slows in Mid-America region but so does inflation AP via The State

Pumping On The Brakes Forbes / Jerry Flint

Oil prices rise slightly in quiet trading AP via Houston Chronicle

Gold traders expecting another hot year in '07 Bloomberg via Orange County Register / Choy Leng Yeong

Dollar Falls Against Major Currencies AP via Forbes

Hedging Life Risks Is a Worthy New Year's Goal Bloomberg / John F. Wasik

Banks’ Leases to Hedge Funds Are Questioned NY Times / Jenny Anderson

Like Dr Pangloss, the West's investors may be in for some unpleasant surprises Independent / Stephen King

Investors Greet New Year With Ambivalance NY Times / Vikas Bajaj and Marjorie Connelly

Yen May Rise on Rates, Say Banks Who Anticipated Drop Bloomberg / Agnes Lovasz and Ye Xie

Crude Oil Falls as Mild Weather May Cut U.S. Heating Demand Bloomberg / Angela Macdonald-Smith

Corn May Top 10-Year High, Soybeans to Gain as Fuel Use Grows Bloomberg / Jeff Wilson

Treasuries to Rise Most in Five Years as Fed Cuts, Survey Shows Bloomberg / Deborah Finestone

U.S. Treasury Notes May Rise Before Jobs, Manufacturing Reports Bloomberg / Wes Goodman

Economists Cautiously Optimistic About 2007 NY Times / Michael J. de la Merced

Dollar Falls; U.S. Factory, Jobs Data May Show Slowing Economy Bloomberg / Ron Harui and Chris Young

US housing slump expected to continue AP via The Age

Taiwan: Bank of Taiwan set to raise interest rates tomorrow Taipei Times / Kevin Chen

European Manufacturing Growth Probably Accelerated in December Bloomberg / Fergal O'Brien and Gabi Thesing

01/03

Pop-Free Housing Slowdown National Review / Jerry Bowyer

Main Street Economist Federal Reserve Bank of Kansas City

Monthly Mutual Fund Report Federal Reserve Bank of Boston

Fed remains focused on risks to inflation FT / Krishna Guha and Stephanie Kirchgaessner

Fed kills market's Happy New Year CNN / Paul R. La Monica

Fed hints at future rate increase BBC News

Fed Members Worried About Housing Slump AP via Newsday / Jeannine Aversa

Fed minutes wake bears $ FT / John Authers

At December meeting, most Fed members still saw inflation as uncomfortably high AFX via Forbes

Fed Members' `Predominant Concern' Is Still Inflation Bloomberg / Scott Lanman

SIFMA Submits Comment Letter to SEC Regarding Mark-Up Policy for Transactions in Debt Securities pdf Bond Market Association

Association Submits Comment Letter to SEC Regarding Mark-Ups and Securitized Products pdf Bond Market Association

Bush’s ‘zero deficit’ pledge challenged FT / Krishna Guha

Dow ends up 11 on housing sector concern AP via Seattle Post Intelligencer / Tim Paradis

Up, up, up: Beware, because no one sees a bear in 2007 USA Today via Fiend’s SuperBear Page / Adam Shell

Is that a Santa Claus Rally? Fundamental Trader Alert via Safehaven / Mark McMillan

Home Depot CEO Deploys $210 Million Golden Parachute Smartmoney.com / Ray Hennessey

CO: Economic slowdown continues in Colorado AP via Denver Post

MD: No reason for state economy to falter Baltimore Sun / Jay Hancock

CO: Delayed parcels coming, really! Denver Post / Christine Tatum

Minutes of the Federal Open Market Committee Federal Reserve Board

EconSouth Federal Reserve Bank of Atlanta

Supervisory Insights Winter 2006 FDIC

Economic Growth Slowing: Analysis NY Post / Holly M. Sanders

TCW's Gundlach named by Morningstar as best in bonds during past year Marketwatch / Murray Coleman

Exchanges Lost $50B in Last Year NY Post / Roddy Boyd

Mortgage Applications Increase in this Week’s Survey Mortgage Bankers Association

A Nasty Hangover for Homebuilders Business Week via MSNBC

Oil sinks below $59 on mild U.S. weather Reuters via CNN

Ford Sales in U.S. Slide in December AP via Forbes / Tom Krisher

Stocks Pull Back In Early Afternoon Trade Investors Business Daily / Vincent Mao

Stocks Surge on ISM, Home Depot Change AP via Chicago Tribune / Tim Paradis

Nardelli Out As Boss at Home Depot AP via Chicago Tribune / Harry R. Weber

Air crashes reached 43-year low in 2006 Washington Times / Sean Lengell

US RATE FUTURES-Trim gains as Dec ISM climbs Reuters

Dollar Advances After Report Shows Manufacturing Strengthened Bloomberg / Daniel Kruger and Annie Pinkert

U.S. manufacturing growth rebounds in December Reuters / Pedro Nicolaci da Costa

Oil falls below $60 on mild U.S. weather Reuters via CNN

Copper sinks below $6,000 level FT / Chris Flood

Gold FT / Lex

U.S. construction spending fell 0.2 pct in Nov Reuters

U.S. Retailers' Sales in December Likely Rose 2.5% Bloomberg / Cotten Timberlake

Wednesday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard

At Apple, timing led to overnight windfalls LA Times / Dawn C. Chmielewski

What the Real-Wage Pessimists Are Missing Tech Central Station / David R. Henderson

Mass. Realtor group twists truth on low home sales Boston Herald / Scott Van Voorhis

Citigroup Still First at End of ’06 Bond Buyer / Matthew Hanson

Just-Right Ben? Pimco / Paul McCulley

Junk Bond Boom Lures Crowd to Bulgarian Steel, Kiev Chickens Bloomberg / Sebastian Boyd and John Glover

It’s the Year to Keep an Eye on Paychecks NY Times / David Leonhardt

Strength early, weakness later Marketwatch / Mark Hulbert

Manhattan Apartment Prices Rise 3.2%, Sidestep U.S. Declines Bloomberg / Sharon L. Crenson and Kathleen M. Howley

You didn't really believe in Santa Claus rallies did you? Marketwatch / Mark Hulbert

Risk is not the enemy Marketwatch / Michael Kahn

Democrats, Taking Control, Face Short Legislative Honeymoon  Bloomberg / Laura Litvan and Nicholas Johnston

Gold Loses Allure as Stocks Gain; Pimco Bearish, Yamada Unfazed Bloomberg / Claudia Carpenter and Choy Leng Yeong

Dollar’s Skid Puts a Glow on the Euro NY Times / Jeremy W. Peters

Dollar Trades Near Three-Week Low Before Manufacturing Report Bloomberg / Ron Harui

Australia's Two Biggest Banks Disagree on Currency Bloomberg / Chris Young

Singapore's Economic Growth Unexpectedly Accelerates Bloomberg / Shamim Adam

 

01/04

A Warning Shot by Investors to Boards and Chiefs NY Times / Gretchen Morgenson

Gold futures close near a two-week low Marketwatch / Myra P. Saefong

Motorola Says Fourth-Quarter Results Missed Forecast Bloomberg / Rochelle Garner and Ari Levy

A few reasons to celebrate The Economist

Gross: Fed Will Cut By a Percentage Point This Year Orange County Business Journal / Michael Lyster

Fed's Bernanke earns plaudits in first year on job Reuters / Mark Felsenthal

The three Scrooges The Economist

Gap woes deepen in bleak holiday season AP via Houston Chronicle / Michael Liedtke

Rates on 30-year mortgages unchanged AP via St. Louis Post Dispatch / Martin Crutsinger

Copper, commodities sell-off may signal slowdown Marketwatch / Nick Godt

Thursday's commodities roundup AP via Beaufort Gazette

The Buy of the Century Rude Awakening via Daily Reckoning / Steve Sjuggerud

Assets in retail money market funds rise AP via Beaufort Gazette

Baucus, Grassley introduce bill to repeal AMT CNN / Jeanne Sahadi

Bush-baiting The Economist

EU: The new kids on the block The Economist

The global gusher The Economist

UK: Mr Brown's awfully big year The Economist

EU: A monster lives again The Economist

The wellness boom The Economist

Treasuries Rise the Most in Five Weeks as Service Growth Slows Bloomberg / Deborah Finestone and Annie Pinkert

Payrolls expected to soften in December Marketwatch / Rex Nutting

Skilled worker shortage hurts U.S. CNN / Chris Isidore

Stocks Post Afternoon Gains Smartmoney.com / Mark Glassman

IRS Opens 2007 Filing Season AP via Chicago Tribune / Jim Abrams

Lower costs, broader economy top 2007 legislative wish list Wichita Eagle / Dan Voorhis

Bernanke, Fed Start 2007 With New Credibility Bloomberg / John M. Berry

Pending home sales fall Reuters

U.S. stocks bounce, sparked by tech sector rally Marketwatch / Nick Godt & Tomi Kilgore

Stocks turn mixed CNN / Alexandra Twin

Thursday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard

CA: Insurer to cut rates further Sacramento Bee / Gilbert Chan

Giant Sucking Sound Is Global Liquidity Draining Bloomberg / Mark Gilbert

Bond prices rise on soft payrolls harbingers Reuters

Dow, Nasdaq Pull Back in Early Trading AP via Forbes / Joe Bel Bruno

U.S. jobless claims inched up last week Reuters

Jobs: A Slower Speed in December Business Week via MSNBC / Rick MacDonald

Factory orders fall short in November Reuters via CNN

Retailers Post Disappointing December Sales AP via NY Times

A Country Less Dependent on Oil Is Free to Make Other New Year’s Resolutions NY Times / Austan Goolsbee

It Ain’t Easy Being Greenback While Euro Takes Off NY Post / John Crudele

Housing Data Yield a False Sense of Complacency Bloomberg / Caroline Baum

MA: Home loans take dive: Activity drops 41 percent Boston Herald / Jay Fitzgerald

Rubin Returns, Guiding Paulson on Dollar, Pelosi on Deficit Bloomberg / Rich Miller

Bush, Democrats jockey for position McClatchy / Margaret Taley and Ron Hutchinson

Immigrants behind 25 percent of startups AP via Seattle Post Intelligencer

Oil Prices Dip Below $57 a Barrel AP via South Florida Sun Sentinel

Oil tumbles for a second day CNN

Fed Officials Move Toward a Neutral Stance on Interest Rates Bloomberg / Scott Lanman and Steve Matthews

Want CEO pay reform? Don't hold your breath Seattle Post Intelligencer / Bill Virgin

America's CEO pay may soon face squeeze Christian Science Monitor / Mark Trumbull

For new Congress, a long 'to do' list Christian Science Monitor / Gail Russell Chaddock

Japanese Bonds Drop; Reports Fuel Bets on January Rate Increase Bloomberg / Issei Morita

Crude Oil Is Little Changed After Plunging on Mild U.S. Weather Bloomberg / Hector Forster

Beware of the economic threat from left field Independent / Hamish McRae

Surprise, Surprise! China Economy May Accelerate Bloomberg / William Pesek

01/05

You Can't Take It With You Forbes / Tom Van Riper

TX: Boom times slowing down? Houston Chronicle / Nancy Sarnoff

Connecticut Business and Industry Association's Economic Summit and Outlook Federal Reserve Bank of Boston / Cathy E. Minehan

Concentrations in Commercial Real Estate Lending Federal Reserve Bank of San Francisco / Jose A. Lopez

Agencies Issue Final Statement Concerning Elevated Risk Complex Structured Finance Activities Federal Reserve Board

Texas State & Metro Economic Indicators Federal Reserve Bank of Dallas

Blackstone Offer for EOP Bonds May Fail, Swaps Show Bloomberg / Shannon D. Harrington

Central Banking and Bank Supervision in the United States Federal Reserve Board / Ben S. Bernanke

Pimco's Gross sees fed funds at 4.25% by year-end Marketwatch / Leslie Wines

Bernanke backs Fed role in bank oversight Marketwatch / Rex Nutting

Feds Soften Structured-Finance Stance CFO.com / David M. Katz

More Consumption Less Production Euro Pacific via Safehaven / Peter Schiff

MBA Executive Podcasts Mortgage Bankers Association

Stocks Sink Despite Strong Jobs Growth Investors Business Daily / Vincent Mao

Is Steve Jobs untouchable? Business Week via MSNBC

Corporate profit growth to slow in '07 AP via Beaufort Gazette / Joe Bel Bruno

Too much of a good thing? Marketwatch / Mark Hulbert

Coming Soon: FASB's Fair Value Statement CFO.com / Helen Shaw

Frank Says No to Narrowing Fed's Mandate Bloomberg / John Berry

Stocks start '07 with a whimper CNN / Alexandra Twin, Dave Ellis and Jessica Dickler

Backdating Is Revealed by 28 Companies to Avoid Taxes Bloomberg / Miles Weiss

Linking minimum wage to small business tax breaks considered by Senate Democrats AP via San Diego Union Tribune / Jim Kuhnhenn

UBS, Deutsche Stumble in Record Year for Underwriting Bloomberg / Mark Pittman and Elisa Martinuzzi

Keeping the ETF boom alive CNN / Katie Benner

Federal Reserve Events Reuters

Will the Inventory Cycle Prolong Sluggish Growth? Morgan Stanley / Richard Berner

U.S. inflation pressures fell in December – ECRI Reuters

CA: From bottom, housing looks up Sacramento Bee / Jim Wasserman

Feds Nab Brokers in Fraud Scheme NY Post / Kati Cornell

UK: Surprise drop in house prices Guardian / Julia Kollewe

W.House adviser: US economy set for "soft landing" Reuters

Stocks down after jobs report CNN / Alexandra Twin

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

Value investing $ FT / John Authers

Cyclical Dollar Correction in 1H; Story May Change in 2H Morgan Stanley / Stephen Jen

Oil dips below $55 before recovering AP via Houston Chronicle

China raises reserve ratio for banks AP via Houston Chronicle

Treasuries Decline as Jobs Report Reduces Rate Cut Speculation Bloomberg / Deborah Finestone and Annie Pinkert

U.S. job growth surprisingly strong in December Reuters

167,000 Jobs Added to Payrolls in Dec. AP via Forbes / Jeannine Aversa

Freddie Mac Reports 3rd-Quarter Loss of $550 Million Bloomberg / James Tyson

How outrageous is your parachute? Philadelphia Inquirer / Andrew Cassel

U.S. Notes May Advance on Speculation Employment Growth Slowed Bloomberg / David Yong

IRS: Lease Deals Had Bad Fees Bond Buyer / Alison L. McConnell

UK: Rate rise more likely as service sector hits post-1997 high Guardian / Angela Balakrishnan

Yen Rises on Speculation BOJ Rate Increase Will Lower Yield Gap Bloomberg / Stanley White and Ron Harui

The 5% Solution Pimco / Bill Gross

Oil Trades Near 18-Month Low as Mild U.S. Weather Cuts Demand Bloomberg / Angela Macdonald-Smith

Pimco, OppenheimerFunds Favor Peso, Lira Bonds Over Dollar Debt Bloomberg / Valerie Rota and Lester Pimentel

Something Has Got to Give on Japanese Economy Bloomberg / William Pesek

01/06

Ford's pain, Toyota's gains on stage in Detroit Marketwatch / Shawn Langlois

Need is great for units to drill in Gulf's depths Houston Chronicle / Brett Clanton

Apartment vacancies climb across U.S. Bloomberg via Houston Chronicle / Bob Ivry

Real estate investors flock to buy in Berlin Bloomberg via Houston Chronicle / Patrick Donahue

Bernanke: Fed is prepared for crisis Chicago Tribune / Bill Barnhart

Strong US job gains dash rate cut hopes FT / Erin Callan, Krishna Guha and Ed Crooks

Forecast 2007: The Goldilocks Recession Thoughts From The Frontline via Safehaven / John Mauldin

Bush Says He and Democrats Can Find Common Ground This Year Bloomberg / Catherine Dodge

Economy's gains are stocks' losses AP via South Florida Sun Sentinel / Madlen Read

Ex-Merril Wunderkind Gets 3 Yrs. in Insider Scheme NY Post / Janet Whitman

WA: Home sales sluggish in region last month Seattle Times / Elizabeth Rhodes

Encouraging More Reality in Economics NY Times / Louis Uchitelle

Job Growth Is Strong, Surprising Economists NY Times / Jeremy W. Peters

At Home Depot, the New Chief Needs to Sell an Old Story to Wall Street NY Times / Claudia H. Deutsch

Dollar Posts Biggest Weekly Advance Since June on Labor Report Bloomberg / Daniel Kruger and Bo Nielsen

China Currency Near Parity With Hong Kong’s Dollar NY Times / Keith Bradsher

Treasuries Post First Weekly Gain in Month on Fed Rate Outlook Bloomberg / Deborah Finestone and Annie Pinkert

European Bonds Post Weekly Fall on Signs Growth Is Accelerating Bloomberg / Anchalee Worrachate

Commodities to set market tone next week Marketwatch / Ciara Linnane

December's surprising employment report shows businesses hiring more and paying more, too Pittsburgh Post Gazette / Patricia Sabatini

Jobs, income gains bright spots in 2006 Washington Times / Patrice Hill

 

01/07

Dividend trend reverses course LA Times via Houston Chronicle / Tom Petruno

Bushel of commodity ETFs comes to market Marketwatch / John Spence

Home Depot logic has screw loose Denver Post / Al Lewis

More homeowners switch to fixed-rate mortgages AP via Tacoma News Tribune / Eileen Alt Powell

Investors Eye Upcoming Economic Data AP via Newsday / Tim Paradis

UK: The figures are fine but still we're fed up. Expect more growth and gloom this year Independent / Hamish McRae

Long-short managers see chance to thrive Marketwatch / Murray Coleman

China’s mutual funds break $100bn level FT / Florian Gimbel

Housing dip brings triumph to renters Wall Street Journal via Myrtle Beach Sun / James R. Hagerty and George Anders

FL: Long on jobs, short on salaries St. Petersburg Times / Christian Rexrode

Ethanol: economic help or hindrance? Wichita Eagle / Phyllis Jacobs Griekspoor

China: Forget the pig, 2007 is year of the consumer Marketwatch / Sage Brennan

Upward Bound, Just Not as Fast Washington Post / Nell Henderson

Income Growth Driving Retail Sales: U.S. Economy Preview Bloomberg / Vince Golle

Coming to terms: productivity Seattle Times / Drew DeSilver

Joblessness Will Remain Low Washington Post

This streak didn't end at 16 years Baltimore Sun / Jay Hancock

Bull market may gallop along awhile yet St. Louis Post Dispatch / David Nicklaus

Want to invest in real estate? Be careful St. Louis Post Dispatch / Repps Hudson

Bubble's pop was akin to a slow leak LA Times / Kenneth R. Harney

Sadly, investors tend to forget they're company owners Pittsburgh Tribune Review / Gregory M. Drahuschak

CA: Google Stock Boom Boosts Calif. Coffers AP via Baltimore Sun / Aaron C Davis

CA: Paychecks get bigger for low-paid workers Fresno Bee / Robert Rodriguez and Dennis Pollock

Readers' wish list to Congress Philadelphia Inquirer / Jeff Brown

The Dollar Could Slip Some More Washington Post

How to envision the future - using beer as an example Philadelphia Inquirer / Cecil Johnson

Outside the Hedge Funds, Looking In NY Times / Daniel Akst

A Phantom Rebound in the Housing Market NY Times / Daniel Gross

Setting the Bar on Earnings NY Times / Conrad De Aenlle

So Many Millions, So Little Body Armor NY Times / Ben Stein

UK: It ain't over till it's over, probably Guardian – Observer / William Keegan

01/08

A Frightening Worldwide Currency Crisis: An Unstable Monetary System Silver-Investor via Safehaven / David Morgan

Minor signs spell major trouble for Exxon Mobil Marketwatch / Tomi Kilgore

What if bulls are wrong about 2007? Marketwatch / Paul B. Farrell

Review and Preview Morgan Stanley / Ted Wieseman

Is the ‘Growth Recession’ Ending? Morgan Stanley / Richard Berner

Stocks Still Have Sizzle Forbes / Bernie Schaeffer

Fed official's caution on inflation dashes hopes for a rate cut very soon USA Today / Barbara Hagenbaugh

Growth scare $ FT / John Authers

Russia halts oil exports to Belarus FT / Arkady Ostrovsky

Power Shift Morgan Stanley / Stephen Roach

EU: Kicking-Off 2007 with an Inflation Dip? Morgan Stanley / Thomas Gade

Kohn: Bond Yields No Cause for Worry AP via Forbes

The Economic Outlook Federal Reserve Board / Donald L. Kohn

Kohn sees moderate growth with lower inflation in 2007 Reuters / Greg Robb

Speculators Lose Energy Forbes / Paul Maidment

Nasdaq Has BATS In Its Belfry Forbes / Liz Moyer

RadioShack shares soar on profit report Bloomberg via Dallas Morning News

Democrats Likely to Lose `Virtue' on U.S. Budget Bloomberg / Kevin Hassett

U.S. Republicans Face Tough Transition Forbes / Oxford Analytica

World trade deal 'on knife edge' BBC News

U.S. Stocks Retreat, Led by Wal-Mart; AT&T, Verizon Shares Drop Bloomberg / Michael Patterson

The mystery of the money supply Brookes News / Frank Shostak

Stock funds trail benchmarks LA Times / Tom Petruno

Direction of bonds again hinges on Fed LA Times via Chicago Tribune / Tom Petruno

Home loan security NY Daily News / Lore Croghan

US and EU revive hopes of trade deal FT / Eoin Callan

Global Markets Face `Severe Correction,' Faber Says Bloomberg / Ian C. Sayson and Pimm Fox

Disaster' Risk for Stocks May Be Rising After Four-Year Rally Bloomberg / Michael R. Sesit

Monday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard

Dow, Nasdaq Up Ahead of Earnings Season AP via Chicago Tribune

U.S. Treasurys lower amid dearth of data Reuters / Nick Godt

Federal Reserve Events Reuters

Old Economy Rules Need Modernizing Bloomberg / Caroline Baum

Credit Quality Dips; Slowdown Ahead? CFO.com / Sarah Johnson

CA: Real estate burden, not boon, to couple San Diego Union Tribune / Melanie Stevens

Nasdaq turns aggressive in bid for LSE $ FT / Jim Pickard

Index funds gain favor as winning play Chicago Tribune / Gail MarksJarvis

Oil Advances on Cool U.S. Weather Amid European Supply Dispute Bloomberg / Grant Smith

Time for Asia to Kick Its Strong-Dollar Habit Bloomberg / William Pesek

Treasury Yields Throw a Curve Wall Street Journal via Bondhead Referral / Michael Hudson

Yen Gains as BOJ Rate Increase May Reduce Offshore Investment Bloomberg / Ron Harui and Chris Young

UK: Lessons from history cast doubt on fine-tuning Independent / Stephen King

UK: Bank seeks self-regulation to stabilise hedge funds Guardian / Ashley Seager

Economy Ready to Rebound With Worst of U.S. Housing Slump Over Bloomberg / Matthew Benjamin and Rich Miller

Treasury Inflation Bond Funds Lose Investors for First Time Bloomberg / Elizabeth Stanton

Dow's year-end rise a pleasant surprise Christian Science Monitor / Martin Skala

Gold May Drop as Investment Demand Wanes for Dollar Alternative Bloomberg / Pham-Duy Nguyen

Euro gives dollar a run for the money Christian Science Monitor / David R. Francis

Dollar May Strengthen on Speculation Kohn to Adopt Hawkish Tone Bloomberg / Chris Young and Ron Harui