Bondhead News Archive

February 01 – February 15

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02/01

US manufacturing ‘on brink of recession’ FT / Eoin Callan

What keeps bankers awake at night? The Economist

Japan to escape censure over weak yen FT / David Pilling, Krishna Guha and Ralph Atkins

The Short View: On Treasuries $ FT / Tony Tassell

U.S. manufacturing slows unexpectedly in Jan – ISM Reuters

U.S. Dec pending home sales index rose 4.9 pct Reuters

U.S. January ISM Manufacturing Index Falls to 49.3 Bloomberg / Bob Willis

Were Swimming In Liquidity, Aren't We? Contrary Investor via Safehaven

Mortgage rates surge; highest since October CNN

KS: City's apartments steadily filling up Wichita Eagle / Bill Wilson

Gold futures climb to near six-month highs Marketwatch / Myra P. Saefong and Polya Lesova

Global Jan PMI shows slower manufacturing growth Reuters

Flying in formation The Economist

LSE: Fight for independence BBC News / Robert Peston

The Dismal Science of Phony Money: A Rejoinder Market Oracle via Fiend’s SuperBear Page / Douglas V Gnazzo

Earnings Send Stocks Higher Smartmoney.com / Mark Glassman

Dow flirts with new highs CNN

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

More Backdating Suits Coming, Says Cox CFO.com / Stephen Taub

Shell reports record $25bn profit BBC News

Exxon Mobil Reports $39.5B Annual Profit AP via Forbes / John Porretto

DaimlerChrysler posts 3.2% rise in Jan. U.S. auto sales Marketwatch / Shawn Langlois

Is Dell too big for Michael Dell? Business Week via MSNBC / Louise Lee and Peter Burrows

Bush on ''The State of the Economy' CFO.com / Stephen Taub

It's what the Fed statement didn't say that matters Chicago Tribune / Bill Barnhart

Fed to Keep 5.25 Percent Rate as Economy Gains Bloomberg / John M. Berry

Deutsche Bank 4th-Quarter Profit Triples AP via Forbes

Power Financial Unit to Buy Putnam for $3.9 Billion Bloomberg / Danielle Kost and Sree Vidya Bhaktavatsalam

2006 Personal Savings Drop to 74-Yr. Low AP via Chicago Tribune / Martin Crutsinger

U.S. jobless claims fell by 20,000 last week Reuters

U.S. December Spending Rises 0.7%; Incomes Rise 0.5% Bloomberg / Shobhana Chandra

US December incomes, spending rose as expected Reuters

How Jobs Numbers Reflect The Economy NY Post / John Crudele

U.S. economy rolling along at a 3.5% clip LA Times / Molly Hennessy-Fiske

Oil prices climb above $58 a barrel AP via Philadelphia Inquirer

REIT Mafia Strong-Arms Blackstone Over Bond Offer Bloomberg / Mark Pittman

Stocks close out month strongly LA Times / Tom Petruno

Kraft's Shares May Not Be So Cheap After Spinoff Bloomberg / David Wilson

Bags Under Eyes Disappear, Big Shots' Pay Drops Bloomberg / Graef Crystal

Census Bureau going high-tech AP via The State / Ann Keeton

Record Volume for January Bond Buyer / Matthew Hanson

Housing Threatened by Defaults in Sub-Prime Mortgage Market Bloomberg / Kathleen M. Howley and Jody Shenn

Rising Wages Weigh on Profit Margins, May Curb U.S. Stock Rally Bloomberg / Michael Tsang and Daniel Hauck

The world according to Richard Russell Marketwatch / Peter Brimelow

What Could Bog Down the Bull NY Times / Vikas Bajaj

US Airways Withdraws Its $10.2 Billion Offer for Delta NY Times / Micheline Maynard and Michael J. De La Merced

Fed Is Optimistic on Inflation NY Times / Edmund L. Andrews

Fed rate-pegging comes with a caution London Times / Gabriel Rozenberg

Yen Trades Near 1-Week High; G-7 May Show Concern Over Decline Bloomberg / Kosuke Goto and Ron Harui

Yuan Advances to Highest Since End of Dollar Link in July 2005 Bloomberg / Christina Soon

02/02

Pakistan Bonds, Best in Asia, Lose Favor Amid Attacks Bloomberg / Wes Goodman

What's Ahead for the US Residential Mortgage Market Bond Market Association

US Housing Bubble Bloodbath - The Property Crash Continues Market Oracle via Fiend’s SuperBear Page / Mike Whitney

Savings Rate Reflects Depression Daily Reckoning / Chuck Butler

Not Much Left to Protect Euro Pacific via Safehaven / Peter Schiff

How to “Solve” the Budget Deficit National Review / Thomas E. Nugent

How Democrats work with tight purse Christian Science Monitor / Gail Russell Chaddock

Those amazing Transports Marketwatch / Mark Hulbert

S&P's corporate growth streak snapped AP via Akron Beacon Journal / Joe Bel Bruno

Oil Surges Above $59 on Increased Fuel Demand, OPEC Output Cuts Bloomberg / Mark Shenk

The Real Mess Behind Mariagate Forbes / Dennis Kneale

AMT may thwart best-laid budget plans CNN / Jeanne Sahadi

S&P 500 Completes Best Weekly Advance Since August on Jobs Data Bloomberg / Eric Martin

Naked Short Victim Strikes Back Forbes / Liz Moyer

GARCH-Based Identification of Triangular Systems with an Application to the CAPM: Still Living with the Roll Critique Federal Reserve Bank of Boston / Todd Prono

Hot Stats—Texas State & Metro Economic Indicators Federal Reserve Bank of Dallas

Monthly Mutual Fund Report Federal Reserve Bank of Boston

Sliding Back Into Oil Forbes / Jon Bruner

Subprime Loan Defaults Pass 2001 Peak, Friedman Says Bloomberg / Jody Shenn

Amazon's fourth-quarter profit plunges by 51% 8th consecutive drop despite strong holiday sales Seattle Post Intelligencer

Metals tumble on news of fund losses Reuters via CNN

Unprepared for Globalization Morgan Stanley / Stephen Roach

Bond Market Rediscovers Reasons to Be Concerned Bloomberg / Mark Gilbert

Pity Citi Forbes / Elizabeth MacDonald

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

Mutiny at Pirate Capital Roils Hudson After Worst Year Ever Bloomberg / Anthony Effinger and Katherine Burton

Factory Orders Rise in December AP via Baltimore Sun

Labor market weak, despite revisions Marketwatch via Bondhead Referral / Rex Nutting

Economists split over negative U.S. savings rate South Florida Sun Sentinel / Tricia Bishop

The Anti-Energy Congress Ludwig Von Mises / William L. Anderson

Ocean real estate: The next boom? CNN / Chris Taylor

Jobs gain misses target, but... CNN / Chris Isidore

02/03

CO: Governor tackles mortgage problems Rocky Mountain News / John Rebchook

Government focusing on uncollected taxes Bloomberg via Houston Chronicle / Ryan J. Donmoyer

Treasuries Rise on Slower-Than-Expected Jobs Growth, Inflation Bloomberg / Deborah Finestone and Daniel Kruger

FL: Real estate lending down 20% in 2006 Miami Herald / Jim Wyss

Why don't liberals fight for ideals? Newsday / Saul Friedman

Wal-Mart sees surprise jump in Jan sales Reuters via CNN

Dell to suspend 2006 bonuses, eliminate managers AP via USA Today

Nissan earnings slump 22% AP via Tennessean / Hiroko Tabuchi

U.S. Stocks Post Biggest Weekly Gain Since August; Boeing Rises Bloomberg / Michael Patterson

Yen Gains Versus Dollar; Japan's Currency Called Undervalued Bloomberg / Bo Nielsen and Ye Xie

Foreclosures drive one housing market sector Wichita Eagle / Dan Voorhis

When the ‘Real’ Numbers Are Rosy, but the Others Are Less So NY Times / Floyd Norris

Slower growth has an upside NY Times via Raleigh News and Observer / Jeremy W. Peters and Eduardo Porter

Reversing the flow of flavors LA Times / Evelyn Iritani

Ease of inflationary pressures seen lifting stocks Marketwatch / Carla Mozee

Remittances from Mexicans working abroad reach $25 billion Houston Chronicle / Marion Lloyd

European Bonds Post Weekly Gain on Signs Inflation Is Slowing Bloomberg / Gavin Finch

 

02/04

Harley-Davidson $ FT / Lex

February starts a new ballgame on Wall Street Pittsburgh Tribune Review / Gregory M. Drahuschak

Oil prices rise to four-week high as cold spell continues in US AFX via Forbes

Appraisers pressed to hit numbers Boston Herald / Kenneth R. Harney

The Fed Shifts Gears. Should You? US News and World Report / Paul J. Lim

Committee keeps economy on track AP via Akron Beacon Journal / Jeannine Aversa

Chinese equity bubble waiting to burst? Marketwatch / Craig Stephen

10,000 jobs may be cut at Chrysler Detroit Free Press / Tim Higgins

Complaints misguided on CEO pay Sacramento Bee / Tom Sullivan

What to ask if you ever meet your fund manager Marketwatch via Boston Herald / Chuck Jaffe

UT: Demand for pilots sky-high Salt Lake Tribune / Paul Beebe

UK: Interest rate set to stay steady Guardian – Observer / Heather Stewart

Japan is currency cheat, claims US Guardian – Observer / Heather Stewart

Such enthusiasm, when Fed did as expected? Philadelphia Inquirer / Jeff Brown

Prof. Bernanke Aces First Year NY Post / Terry Keenan

Productivity Rose, Labor Costs Stabilized: U.S. Economy Preview Bloomberg / Joe Richter

The economy's swings not like they used to be Philadelphia Inquirer / Andrew Cassel

The Netherlands, the New Tax Shelter Hot Spot NY Times / Lynnley Browning

A Wilder Wager on Energy: Oil Field Services NY Times / J. Alex Tarquino

State of mind called key in Qwest case Denver Post / Greg Griffin

Economist: Auto Sales to Remain Flat AP via Orlando Sentinel / Tom Krisher

On the sunny side of the Street CNN / Alexandra Twin

Budget Chief Portman Says War to Cost $365 Billion Over 3 Years Bloomberg / Alison Vekshin and Roger Runningen

Lawmakers see pot of gold in tax gap LA Times / Joel Havemann

02/05

Fed Ease Unlikely Until 2008 Morgan Stanley / Richard Berner

Review and Preview Morgan Stanley / Ted Wieseman

Carry trade worries FT / Tony Tassell

Does This Dow Have Legs! Forbes / Richard Moroney

Defense spending jumps under Bush's $2.9 trillion budget McClatchy / Ron Hutcheson and Margaret Talev

US Recession in 2007 - Third Leg of the Bear Market Likely Market Oracle via Fiend’s Super Bear Page / Paul Lamont

U.S. rents to rise 5 percent UPI

Fed on Hold... Fundamental Trader via Safehaven / Mark McMillan

A gas OPEC The Economist

Challenging the dollar's dominance Marketwatch / Wanfeng Zhou

Survey: U.S. CEO turnover drops UPI

The January Barometer for Stocks US News and World Report / Paul J. Lim

Enormous Pressure on the U.S. Dollar Dollar Collapse via Safehaven / John Rubino

Fidelity Fined $3.75 Million for Supervisory Lapses Bloomberg / David Scheer

Bull-Market Cheers for Bush National Review / Larry Kudlow

Eurozone services activity stronger than expected EU Business

MBA Applauds FHA and GSE Reforms, Disappointed Over Other Key Provisions in Administration’s Proposed Budget On Housing Related Initiatives Mortgage Bankers Association

FL: Home builders to gather under cloud of housing slowdown Palm Beach Post / Linda Rawls

Morgan Stanley using swaps to assess credit mrkt Reuters

US SWAPS-Spreads narrow on slew of Treasuries supply Reuters

Bonds edge higher, dollar splits CNN

US interest rates little changed in latest week-Fed Reuters

Stocks End Mixed In Lackluster Session Investors Business Daily / Vincent Mao

Bubble, bubble, toil, and trouble pdf Federal Reserve Bank of Chicago / Cabray L. Haines and Richard J. Rosen

New evidence on labor market dynamics over the business cycle Federal Reserve Bank of Chicago / Bhashkar Mazumder

Sallie Mae, Student Lenders Face Further Federal Cuts Bloomberg / Paul Basken

Dow Gains 8, Nasdaq Drops 5 on New Deals AP via LA Times / Joe Bel Bruno

U.S. service sector growth accelerates AP via Seattle Times / Eileen Alt Powell

World's oldest newspaper goes digital AP via Seattle Times / Karl Ritter

Bush's budget: How you may pay for the surplus CNN / Jeanne Sahadi

Bush Sends Congress $2.90T Spending Plan AP via Forbes / Martin Crutsinger

Bush Budget Goes For Broke Forbes / Brian Wingfield

Don't just buy good companies, sell bad ones Christian Science Monitor

Stocks sputter after rally CNN / Alexandra Twin

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

Results of 2nd Annual European Fixed Income e-Trading Survey Bond Market Association

U.S. Treasury bonds rise ahead of data Marketwatch / Nick Godt

Crude Oil Approaches $60 as Cold Weather Increases Fuel Demand Bloomberg / Mark Shenk

Golden suspicions Marketwatch / Peter Brimelow

Hedge Fund Problems Start With the Fed Seeking Alpha / Christopher Whalen

Cost of making the penny pinches Mint Washington Times / Tom Ramstack

Long Bond Disappoints as Treasury Prepares Auction Bloomberg / Elizabeth Stanton

Pimco's Hurricane Yields Drive Wall Street Into Insurance Bonds Bloomberg / George Stein

Oil Prices Drop Below $59 a Barrel AP via Baltimore Sun

AMI Default Looms NY Post / Keith J. Kelley

U.S. Home Market May Be a Little Shark-Infested Bloomberg / John F. Wasik

Vacant Homes For Sale Cloud Economic Hopes Wall Street Journal via Bondhead Referral / Michael Corkery

Roth Capitals $leaze to Please NY Post / Roddy Boyd

State Street to Acquire Investors Financial for Stock Bloomberg / Sree Vidya Bhaktavatsalam

Red Kite Fund Lost 30% on Metals Bet in January, Investors Say Bloomberg / Saijel Kishan and Chanyaporn Chanjaroen

Bad growth theories and under-investment in technology Brookes News / Gerard Jackson

Craigslist posts satisfaction Christian Science Monitor / Gregory M. Lamb

Meeting of NBC Board May Mean Change at Top NY Times / Bill Carter

A Long-Delayed Ad System Has Yahoo Crossing Its Fingers NY Times / Miguel Helft

Emerging economies are edging further out of the wilderness Independent / Stephen King

Asia countries facing slum challenge AFP via Taipei Times

Taiwan: Recession or mere statistics? Taipei Times

Yen Advances as European Officials May Complain It's Too Weak Bloomberg / Ron Harui and Kosuke Goto

02/06

Wealthy investors see market gains ahead Marketwatch / Thomas Kostigen

Labor’s 3-Card Monte NY Post / John Crudele

Fed officials back on stump, warn on inflation Marketwatch / Ros Krasny

The Asian Financial Crisis Ten Years Later: Assessing the Past and Looking to the Future Federal Reserve Bank of San Francisco / Janet L. Yellen

Fed's Yellen says most of US economy "just fine" Marketwatch / Deena Beasley

Fed Chief Bernanke — Backseat Legislator? The Liberty Pages / Brad Warbiany

Fed's top market movers: Bernanke, Poole, Lacker Reuters / Alister Bull

The bond boom's thin ice Wall Street Journal via Pittsburgh Post Gazette / Serena Ng

IL: Zell steps into Tribune fray Chicago Tribune / Michael Oneal and Becky Yerak

Cisco stock jumps on strong earnings CNN / Rob Kelley

Steve Jobs and the digital rights bugaboo Marketwatch / John C. Dvorak

Dow Ends Up 5 After Bernanke Speech AP via Baltimore Sun / Joe Bel Bruno

Stocks Look Cheap? Not Without the Big Guys: Michael R. Sesit Bloomberg / Michael R. Sesit

Bush Plan Reins In Domestic Spending Washington Post / Michael Abramowitz and Lori Montgomery

Democrats Deride Bush's Budget Plan as `Debt and Deception' Bloomberg / Brendan Murray

Treasurys rally after solid 3-year note auction Marketwatch / Leslie Wines

Treasuries Volatility Falls to Record as Bets on Fed Cut Fade Bloomberg / Deborah Finestone

The Level and Distribution of Economic Well-Being Federal Reserve Board / Ben S. Bernanke

How the Fed Lost Control of Money Supply Merk via Safehaven / Axel Merk

Bernanke Says Greater U.S. Inequality Is `Challenge' Bloomberg / Craig Torres and Anthony Massucci

Bernanke: Protect Workers Against Effects of Free-Trade Washington Post / Nell Henderson

Bernanke: Education Will Cut Income Gap AP via Forbes / Jeannine Aversa

Many layoffs coming in housing, economists say Marketwatch / Rex Nutting

Markets Unsure On Earnings, Fed Comments Investors Business Daily / Alan R. Elliott

Momentum And Sentiment Favor Gains Forbes / Bernie Schaeffer

Internet Stocks Still Hold the Most Financial Promise Smartmoney.com / James B. Stewart

Big Oil's tight pockets CNN / Steve Hargreaves

Nightmares of a Central Banker Ludwig Von Mises Institute / Antony Mueller

2006 job growth was underestimated by a whopping 400,000 Marketwatch / Dr. Irwin Kellner

U.S. stocks turn lower as techs weigh Marketwatch / Nick Godt

GM, Ford Start New Year Same Way They Ended 2006 Bloomberg / Doron Levin

Sears to Appeal Bond-redemption Verdict CFO.com / Stephen Taub

SEC Opens Review of Market-Moving Stock Trading at 10 Firms Bloomberg / Otis Bilodeau

Bush Puts SEC Budget on a Diet CFO.com / Marie Leone

What's in $2.9 trillion? Christian Science Monitor / Peter Grier and Gail Russell Chaddock

States feel the pinch of tight Bush budget Stateline.org / Pamela M. Prah and Daniel C. Vock

UK: Salary rises fuel interest rate speculation Guardian / Angela Balakrishnan

Apocalypse Later Daily Standard / Irwin M. Stelzer

Techs higher at open CNN

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

Paulson says US growth slowing to sustainable pace Reuters

Federal Reserve Events Reuters

TREASURIES-Prices ease ahead of new debt auctions Reuters / Chris Reese

Water Bonds Unlimited Bond Buyer / Alison L. McConnell and Lynn Hume

Conversations with Dr. Gold Bull not Bull via Safehaven / M.A. Nystrom

India's economy 'nears $1 trillion' BBC News / Andrew Walker

CDO Surge Squeezes Deutsche Bank, Vanguard Bond Funds Bloomberg / Steve Rothwell

Imports about to overtake Big Three CNN / Chris Isidore

Tyco First-Quarter Profit Declines on Break-Up Costs Bloomberg / Rachel Layne

An Independent Chrysler? No, But A Smaller One Forbes / Jerry Flint

NEC reports sharp drop in net profit AP via Houston Chronicle / Kozo Mizoguchi

S.E.C. Is Looking at Stock Trading NY Times / Jenny Anderson

Easy to Study Mutual Funds, Hard to Pin Them Down Bloomberg / Chet Currier

MO: KC looks for a way out of housing slump Kansas City Star / Kevin Collison

Fanning The Fees Forbes / Brian Wingfield

Crude Oil Nears $60 a Barrel as Cold Weather Depletes Supplies Bloomberg / Grant Smith and Nesa Subrahmaniyan

Yen Volatility Versus Pound at Two-Year High pre G-7 Bloomberg / Liz Capo McCormick

BOJ Rate-Increase Prospects Revived on U.S. Data, Oil Bloomberg / Masahiro Hidaka and Mayumi Otsuma

Australian Central Bank Probably Will Keep Key Rate at 6.25% Bloomberg / Hans van Leeuwen

Yen at 3-Week High Versus Euro as G-7 May Say It's Undervalued Bloomberg / Stanley White

 

02/07

MBA Testifies Before Senate: Market is Working, Benefiting Consumers and Increasing Homeownership Mortgage Bankers Association

CA: Plummeting commissions thin real estate's ranks Orange County Register / Jeff Collins

CO: Denver-area home prices take record hit in frigid January Rocky Mountain News / John Rebchook

TREASURIES-Barely move in Asia, yields seen easing Reuters via Yahoo

Oil's well that ends well Marketwatch / Peter Brimelow

U.S. stocks close up slightly; Cisco boosts techs Marketwatch / Nick Godt

Toll, Centex, Lennar Join `Moron' Speculators in Land Grab Bust Bloomberg / Bob Ivry

Housing still on down slope Marketwatch / Steve Kerch

Party On… But near an exit pdf Boom-Bust Alert via Fiend’s SuperBear Page / Joe Average

Best Quotes of January 2007 Dollar Collapse via Safehaven / John Rubino

Does Geography Matter to Bondholders? pdf Federal Reserve Bank of Atlanta / Bill Francis, Iftekhar Hasan, and Maya Waisman

The Role of Labor Market Intermittency in Explaining Gender Wage Differentials pdf Federal Reserve Bank of Atlanta / Julie L. Hotchkiss and M. Melinda Pitts

Globalization and the benefits of trade Federal Reserve Bank of Chicago / Robert L. Thompson

Disney 1Q Earnings Jump on DVD Sales AP via Baltimore Sun / Gary Gentile

Oil Prices Settle Below $58 a Barrel AP via Baltimore Sun / J. W. Elphinstone

In lands of the euro, a growing number of local currencies IHT / Carter Dougherty

SC: Want Low Taxes? Watch the Spending National Review / Mallory Factor

MD: Wal-Mart: Always low taxes Baltimore Sun / Jay Hancock

Chasing the American dream Fortune via CNN

Flaws seen in gauge of foreign demand for U.S bonds Reuters

Commercial mortgage bond volume to soar in quarter Reuters / Al Yoon

Spreads mixed amid tide of bond issuance Reuters

Moody's 4th-qtr net soars 86 pct on ratings, sale Reuters / Jonathan Stempel

How Chrysler's gains turned to pain CNN / Chris Isidore

The Risks Are At Home Euro Pacific via Forbes / Peter Schiff

Dow inches up despite lower oil prices AP via Dallas Fort Worth Star Telegram / Tim Paradis

HSBC Says Bad-Loan Charges to Exceed Analysts' Estimates by 20% Bloomberg / Christine Harper