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April 01 – April 15

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04/01 Bulls cautiously confident about gold, black gold Marketwatch / Peter Brimelow Out-of-step markets may be misreading the Fed $ FT Hedge funds lead US junk sector lending $ FT / Richard Beales Wall Street's worrisome week CNN /Alexandra Twin Tribune Board Presses Zell to Raise His Bid NY Times / Andrew Ross Sorkin and Katharine Q. Seelye Seven reasons why gold should surge Marketwatch / Sean Brodrick UK: Pricing pressures may fuel case for rise in UK rates FT / Chris Flood Female side of economy outdistances cheap males Baltimore Sun / Jay Hancock Early spring activity reinforces market patterns Pittsburgh Tribune Review / Gregory M. Drahuschak Bullish to bearish and back, in a flash LA Times / Tom Petruno CA: Homeowners on the brink: Subprime borrowers face foreclosure, ruin Contra Costa Times / Eve Mitchell Medicine names can make you sick Pittsburgh Tribune Review / Jack Markowitz South Korea, U.S. try to save trade deal AP via St. Petersburg Times / Kelly Olsen The Fed and the perfect storm Washington Times Home Ownership on Hold Wall Street Journal / Diana Ransom PA: Subprime lending woes: How a borrower lost his shirt Pittsburgh Post Gazette / Chico Harlan Oil Drillers Undervalued Wall Street Journal / Russell Pearlman Interest-Rate Roulette: A Game of Many Dangers NY Times / J. Alex Tarquino Looking for Signs of Stability in Job Tally NY Times / Conrad De Aenlle MI: The End of the Line as They Know It NY Times / Louis Uchitelle Why REIT Shoppers Are Heading to the Malls NY Times / Vivian Marino How to See the Big Picture in Little Slices of the Market Marketwatch via NY Times / Mark Hulbert A Nice Stiff Breeze, and a Nice Little Power Bill NY Times / Jennifer Alsever What’s the One Thing Big Business and the Left Have in Common? NY Times / Jonathan Cohen UK: At least Brown knows that slogans are never a substitute for policies Guardian – Observer / William Keegan UK: If everything can be outsourced, what is left? Guardian – Observer / Simon Caulkin UK: Rates likely to stick until May Guardian – Observer / Ruth Sunderland

04/02 US workers saddled by houses that won't sell Christian Science Monitor / Marilyn Gardner Hard times ahead for housing AP via Long Beach Press Telegram / Michael Liedtke Understanding Inflation Federal Reserve Bank of St. Louis / William Poole Fed ‘should seek 1.5% inflation rate’ FT / Krishna Guha Fed's Poole: Risk of recession is 'slightly elevated' Marketwatch / Ciara Linnane World has stopped dancing to America's tune Independent / Stephen King Goldman says buy Merrill, but charts say not yet Marketwatch / Tomi Kilgore Bulls-eye bull Marketwatch / Jonathan Burton Protectionism Hurts the U.S. Dollar Daily Reckoning / Chris Gaffney Europe tops US in stock market value FT / Tony Tassell Google may challenge Microsoft for Doubleclick AP via MSNBC Tribune’s sale $ FT / Lex Petrodollars, the Savings Bust, and the U.S. Current Account Deficit Pimco / Richard H. Clarida Market Continues Record Pace Bond Buyer / Matthew Posner New twist on indexing: Mutual funds meet ETFs Marketwatch / Murray Coleman Cheapest Stocks in Two Decades Signal Bull Market Bloomberg / Michael Tsang, Daniel Hauck and Nick Baker Dow gains at end of mixed day CNN / Alexandra Twin New Century files for bankruptcy, is selling units Marketwatch / Alistair Barr Global PMI shows manufacturing growth slower in March Reuters Monday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard Real estate magnate wins bidding for Tribune LA Times / Thomas S. Mulligan and James Rainey Quarter leaves investors on edge Dallas Morning News / Will Deener Tribune Agrees to Billionaire Zell's $8.2 Billion Bid Bloomberg / Andy Fixmer and Leon Lazaroff Treasuries Steady as Rising Prices Offset Slower Factory Growth Bloomberg / Elizabeth Stanton and Deborah Finestone Treasury bond prices higher AP via Charlotte Observer Trouble with trade The Economist `Laddering' certificates of deposit creates stable cash flow South Florida Sun Sentinel / Humberto Cruz CA: Slower outlook for state Sacramento Bee / Dale Kasler Democrats put their stamp on US budget Christian Science Monitor / Gail Russell Chaddock The Ghost Stirs Morgan Stanley / Stephen Roach Review and Preview Morgan Stanley / Ted Wieseman Subprime Mortgage Bond Sales Plunge as Loan Delinquencies Soar Bloomberg / Darrell Hassler Federal Reserve Events Reuters Rate Cuts Get a Bad Rap Even Before They Happen Bloomberg / Caroline Baum The Bernanke Bind Is Getting Tougher to Sustain Bloomberg / Gene Sperling Perfect Storm for the US Consumer? Morgan Stanley / Richard Berner U.S. Factory Index Drops Amid Auto, Housing Weakness Bloomberg / Bob Willis Oil Price Spike: Sharp But Temporary Morgan Stanley / Richard Berner JPMorgan, Lehman, Merrill Seek New Manhattan Trading Space Bloomberg / David M. Levitt Predicting the next big hedge fund IPO Fortune via CNN / Paul Fruchbom China Recycles Its Trade Dollars Forbes / Paul Maidment China Has $1 Trillion to Fight a U.S. Trade War Bloomberg / Mark Gilbert The Ford family's $581 million loss Fortune via Forbes / Alex Taylor III CitiChina.com -- An Idea Whose Time Has Arrived Bloomberg / William Pesek Japanese Companies Plan to Spend More Than Forecast Bloomberg / Lily Nonomiya Australia Retail Sales Rise 0.9% in February on Jobs Bloomberg / Hans van Leeuwen

04/03 CDOs issuance jumped in first quarter Marketwatch / Alistair Barr SIFMA Issues Model Procedures for Auction Rate Securities Bond Market Association Behind the curve Marketwatch / Dr. Irwin Kellner It takes a global village Daily Standard / Irwin M. Stelzer Economics versus Politics Ludwig von Mises Institute / Frank Chodorov NYSE, Euronext to Close Landmark Deal AP via Baltimore Examiner / Joe Bel Bruno Zell tells plans for Tribune Chicago Tribune via South Florida sun Sentinel / David Greising Toyota's sales jump while GM, Ford fall AP via Beaufort Gazette / David Runk Can America build luxury cars? Business Week via MSNBC / Matt Vella Nasdaq vaults 1.2% On Heavier Trade Investors Business Daily / Vincent Mao Dow jumps 128 on housing data AP via Baltimore Sun / Madlen Read Yen hits five-week lows Marketwatch / Wanfeng Zhou ABC/WashPost US Consumer Comfort Index down to -5 Reuters Fed-Watchers Have Blinders On The Street / Jim Griffin Wall Street's terrific Tuesday CNN / Rob Kelley and Alexandra Twin Big Three sales slide continues CNN / Chris Isidore Goldman's Flagship Hedge Fund Fell 5.7% in February Bloomberg / Jenny Strasburg Treasuries Fall as Home Sales Index and Stock Benchmarks Rise Bloomberg / Elizabeth Stanton and Deborah Finestone Pending home sales in surprise rise Reuters via CNN U.S. Economy: Pending Sales of Existing Homes Unexpectedly Gain Bloomberg / Shobhana Chandra Stocks surge on oil, home sales CNN Stocks Climb on Oil, Housing Smartmoney.com / Mark Glassman Tuesday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard How the deal went down Chicago Tribune / Phil Rosenthal Weekly chain store sales up 4.9% from year ago: survey Marketwatch / Angela Moore Lending giant is now the one in need NY Post / Paul Tharp MA: Housing’s fear factor: Crime may lower prices in some Hub areas Boston Herald / Jerry Kronenberg and Jay Fitzgerald Corn Bear Market Starts on Bigger Crop, Barclays Says Bloomberg / Tom Cahill and Marianne Stigset Federal Reserve Events Reuters Moody's May Cut Ratings on 40-50 Banks After Protests Bloomberg / Kim-Mai Cutler Poison Puts Win Lower Rates for Rentokil, M&S Amid LBO Threats Bloomberg / Steve Rothwell Bond-Fund Buyers Share the Cost in Economic Pinch Bloomberg / Chet Currier NY: Plans to stem foreclosures Newsday / Sid Cassese Oil Prices Fall Below $65 a Barrel AP via Forbes / George Jahn Zell could be biggest winner LA Times / Michael A. Hiltzik The Cycle Turns, and Airline Shares Have Fans Again NY Times / Jeff Bailey Office Depot CEO earns $11.7 million after stock rises 84% in two years Bloomberg via South Florida Sun Sentinel / Heather Burke A hedge fund superstar Fortune via CNN / Marcia Vickers Honk If You're Not Running for U.S. President Bloomberg / Margaret Carlson U.S. Two-Year Treasuries May Fall as U.S. Rate Cut Hopes Fade Bloomberg / Oliver Biggadike and Kevin Lim One down, three to go Marketwatch / Mark Hulbert Crude Oil Falls After Iran Seeks U.K. Diplomatic Settlement Bloomberg / Christian Schmollinger and Gavin Evans Yen May Decline as Investor Appetite for Riskier Assets Rises Bloomberg / Chris Young and Stanley White

04/04 Oil prices fall in Asian trade after Iran agrees to free UK naval personnel AFX via Forbes Oil peak predicted for year 2020 Long Beach Press Telegram / Kristopher Hanson Optimal Inflation for the U.S. Federal Reserve Bank of Kansas City / Roberto M. Billi IMF: Global Economy Is Moving Ahead AP via Pittsburgh Post Gazette / Jeannine Aversa Service sector slowdown adds to Fed concerns FT via MSNBC / Eoin Callan and Saskia Scholtes Florida's quiet counties poised for a new housing boom South Florida Sun Sentinel / Paul Owers FL: Officials: Property tax may rise Bradenton Journal / Melissa Followell Risk Is a Many Splendored Thing Federal Reserve Bank of Dallas / Richard W. Fisher Fed's Fisher Says Subprime Damage Mostly Contained Bloomberg / Vivien Lou Chen and Scott Lanman Subprime home loans on Fed's radar: Fisher Marketwatch / Greg Robb Housing discrimination complaints at record high Marketwatch / Ruth Mantell Detroit Home Sellers Lack Buyers as Foreclosures Rise Bloomberg / Kathleen M. Howley Is Goldman, Lehman Pay Set in Smoke-Filled Room? Bloomberg / Graef Crystal SIFMA Modifies Good Friday 10:30 a.m. Recommended Early Close to 11:00 a.m. Bond Market Association Dollar falls on weaker ISM services Marketwatch / Wanfeng Zhou Moderate-Income Home Buyers Hit by Predatory Lenders Washington Post / Dina ElBoghdady IL: Sale of Chicago Tribune already old news in Windy City LA Times / P.J. Huffstutter Treasuries Extend Gains After Service Industries' Growth Slows Bloomberg / Elizabeth Stanton Overlapping Subprime Exposure Mask Risks of CDOs, Moody's Says Bloomberg / Jody Shenn Wednesday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard Factory goods orders weaker than expected in February AP via Detroit News ISM: Service Growth Cools More in March Dow Jones via Smartmoney.com / Laurence Norman Bernanke shows he can balance rate pressures Chicago Tribune / Andrew Leckey Fed chief may not be quick to ride to the rescue AP via Chicago Tribune / Rachel Beck Corporate Investment Has a Bad Case of the Blues Bloomberg / Caroline Baum IRS Considering `Flipping' in Bond Audits Bloomberg / Joe Mysak Oil prices fall under $64 on Iran relief Reuters via CNN Iranian Leader Says He'll Free Britons AP via Forbes U.S. MBA's Mortgage Applications Index Fell 3.2% Last Week Bloomberg / Shobhana Chandra Mortgage Applications Decrease in Latest MBA Survey Mortgage Bankers Association Daimler Says Company in Talks on Sale of Chrysler Bloomberg / Jeremy van Loon Sirius, XM blast NAB’s merger report NY Post / Peter Lauria Best Buy profit jumps Reuters via CNN Whither The ADR? Forbes / Liz Moyer Treasuries May Decline as Jobs, Factory Reports to Show Growth Bloomberg / Kevin Lim Auction Guidance Released: SIFMA Finalizes Best Practices Bond Buyer / Lynn Hume Subprime cos. ease losses Boston Herald / Jay Fitzgerald Vermont Becomes ‘Offshore’ Insurance Haven NY Times / Lynnley Browning Taking stock of profits Marketwatch / Mark Hulbert Lofty gasoline prices expected to stay up there Pittsburgh Post Gazette / Patricia Sabatini Barclays Says Yen Set for Worst Fiscal First Quarter Since 1989 Bloomberg / Kosuke Goto Australian Central Bank Keeps Rate Unchanged at 6.25% Bloomberg / Hans van Leeuwen U.S. Pockets Aren't Deep Enough to Win Yuan Row Bloomberg / William Pesek U.S. Dollar Volatility Versus Yen to Rise, Merrill Lynch Says Bloomberg / Liz Capo McCormick

04/05 Sub-prime crisis sours US dream BBC News / Justin Webb BoE Holds This Month But Is Likely To Hike In May Northern Trust via Safehaven / Victoria Marklew Just Plane Stupid National Review / Tom Nugent Robust Monetary Policy with Imperfect Knowledge pdf Federal Reserve Bank of San Francisco The Costly Uncomfortable Reality About the Wrong Definition of Comfortable Pimco / Paul McCulley Foreign cenbanks big net buyers of Treasuries – Fed Reuters Dow makes it six straight CNN / Alexandra Twin Mortgage rates creep up this week AP via USA today / Jeannine Aversa Peak near for rising gas prices? Newsday / James Bernstein Kerkorian in $4.5bn Chrysler bid BBC News Euro Jumps to Two-Year High Versus Dollar on ECB Rate Outlook Bloomberg / Min Zeng and Bo Nielsen Treasuries Little Changed as Traders Await Employment Report Bloomberg / Elizabeth Stanton and Annie Pinkert Thursday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard Faint Open for Stocks Smartmoney.com / Mark Glassman Wall Street mixed in cautious trade AP via Beaufort Gazette / Joe Bel Bruno Economic laws also apply to workers Pittsburgh Tribune Review / Jack Markowitz Gold extends gains ahead of Easter holiday Marketwatch / Polya Lesova Soybeans, grains rise AP via Seattle Post Intelligencer Housing Market Decline Not Over Yet Market Thoughts via Safehaven / Henry To Lenders bend for homeowners AP via Bradenton Journal / Ellen Simon Moody’s New blues NY Post / Roddy Boyd U.S. jobless claims post sharp rise to 321,000 Reuters / Alistair Bull Consumers Power U.S. Economy Through Headwinds Bloomberg / Matthew Benjamin Lazard Scandal of 1990s Tells Tale of Things to Come Bloomberg / Joe Mysak Ford CEO: $28M for 4 months work CNN "Anxious" Nacchio should be resting easy Denver Post / Al Lewis Oil prices sit above $64 a barrel AP via Houston Chronicle / George Jahn Fund managers tying their fees to performance AP via Chicago Tribune / Tim Paradis Euro Reaches Two-Year High Versus Dollar on Growth, ECB Outlook Bloomberg / Min Zeng China Raises Bank Reserve Ratio for 6th Time in Year Bloomberg / Li Yanping and Josephine Lau IMF plays down effect of US slowdown FT / Krishna Guha MA: Boston-area workers fear state of economy Boston Herald / Jay Fitzgerald Nintendo's Net Beats Earlier Estimate on DS Players Bloomberg / Pavel Alpeyev UK: Strong UK growth and global pressures mean higher rates may come - and stay Independent / Hamish McRae As US foreclosures mount, states step in Christian Science Monitor / Alexandra Marks and Ron Scherer Australian Dollar Rises to 10-Year High on Rates, Metals Prices Bloomberg / David McIntyre Australia May Not Raise Interest Rate, Economists Say Bloomberg / Hans van Leeuwen Surviving a warmer world: Global forecast is 'mostly dry' Christian Science Monitor / Peter N. Spotts

04/06 Reports of market's demise are premature Marketwatch / Mark Hulbert Jobs report to set weak tone next week Marketwatch / Ciara Linnane KC Fed president: Economy will feel inflation's effect Kansas City Business Journal / Jim Davis Fed says consumers borrowed less freely in February AP via Minneapolis Star Tribune Vonage receives emergency stay in patents case LA Times via South Florida Sun Sentinel / James S. Granelli U.S. Stock-Index Futures Gain as Jobs Growth Exceeds Forecast Bloomberg / Chris Nagi Post-communism boom in Eastern Europe wanes AP via Miami Herald / William J. Kole Friday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard UBS Reduces Forecast for Fed Rate Cuts Amid Employment Growth Bloomberg / Elizabeth Stanton FL: Even a Realtor will tell you: Glut is huge St. Petersburg Times / James Thorner History Is Against Us in Rethinking Real Estate Smartmoney.com / Igor Greenwald Dollar Advances From Two-Year Low as Jobs Report Beats Forecast Bloomberg / Bo Nielsen and Ye Xie Climate change threatens billions with floods FT / Fiona Harvey U.S. Treasuries Fall as Economy Adds More Jobs Than Forecast Bloomberg / Annie Pinkert March job growth unexpectedly strong Reuters U.S. Payrolls Rose 180,000 in March; Jobless Rate at 4.4% Bloomberg / Joe Richter Consumer Confidence at 6-Month Low AP via LA Times / Jeannine Aversa IL: Banks playing branch catch-up Chicago Tribune / James P. Miller CA: Pink slips litter loan industry LA Times / Leslie Earnest TX: Foreclosures weighing in Dallas Morning News / Steve Brown CO: Home prices slip in March Rocky Mountain News / John Rebchook $4.5B to kick Chrysler’s Tires NY Post / Zachery Kouwe Navigating the Hedge Fund Maze in a Leveraged World NY Times / Jenny Anderson AMEX suitors grow NY Post / Roddy Boyd Oil May Fall as Captive Release Eases Tensions, Survey Shows Bloomberg / Mark Shenk

04/07 Dollar Rises as Jobs Report Reduces Likelihood of Fed Rate Cut Bloomberg / Bo Nielsen 1,600 Michigan workers take Chrysler offers Detroit News via Lansing State Journal / Tim Higgins CA: Bay Area sees jump in listings for homes Contra Costa Times / Eve Mitchell OR: The local real estate roller coaster Oregon Mail Tribune / Greg Stiles Berkshire Holds 10.9% Stake in Burlington Northern Bloomberg / Nancy Kercheval and Miles Weiss Those chocolate bunnies add up to some big bucks Fresno Bee via Tacoma News Tribune / Bethany Clough Radio address by the president to the nation Marketwatch LBO craze wreaks havoc on corporate bondholders Marketwatch / Leslie Wines Siesta's over for Spain's economy LA Times / Tracy Wilkinson March Employment Numbers & Leading Indicators Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock Job growth far exceeds expectations LA Times / Joel Havemann Joblessness at 5-year low AP via South Florida Sun Sentinel / Jeannine Aversa The warming signs Newsday / Dave Marcus Piracy Move on China Seen as Near NY Times / Edmund L. Andrews Treasury Notes Tumble as Job Gains Erase Rate Cut Expectations Bloomberg / Annie Pinkert European Bonds Log Weekly Loss on Inflation, ECB Interest Rates Bloomberg / Gavin Finch Fund Manager Offers Memorable Response to SEC's Fraud Charges Washington Post / Suzanne M. Schafer DC: Condos Feel the Mortgage Crunch Washington Post / Nancy Trejos US interest rates cut less likely after jobs increase by 180,000 Guardian / Nick Fletcher Japan's Bonds Have 3rd Weekly Drop on U.S. Economy, Stock Rally Bloomberg / Issei Morita

04/08 MD: Foreclosures on the rise in suburbs of Baltimore Baltimore Sun / Jamie Smith Hopkins Trouble in ETF paradise Marketwatch / John Spence Cliff-Risk Nation StockMarket Jungle via Safehaven / Michael Panzner Riskier bonds still prove attractive LA Times / Tom Petruno Bond trader likes the hectic pace of her job St. Louis Post Dispatch / Jerri Stroud Mortgage-backed bonds dodge sub-prime bullet LA Times / Tom Petruno Fed Must Allow Gold to Rise Gold and Oil Stocks.com via Safehaven / Greg Silberman No joy expected for Fed from March PPI data Marketwatch / Greg Robb Wholesale Prices Probably Rose Last Month: U.S. Economy Preview Bloomberg / Joe Richter Buying a house in California may not be so crazy Dallas Morning News / Scott Burns DC: Your House Doesn't Add Up The Way You Think Washington Post / Martha M. Hamilton With tighter lending, the time for an ARM refi was yesterday United Feature Syndicate via LA Times / Lew Sichelman PA: Employers booting spouses from health coverage Pittsburgh Post Gazette / Anya Sostek Jurors quizzed on yours truly Denver Post / Al Lewis Stocks' recovery could change on inflation data AP via Akron Beacon Journal / Madlen Read Although investors have much to worry about, the markets are unusually placid St. Louis Post Dispatch / David Nicklaus Upbeat outlook buoys stock funds LA Times / Tom Petruno Heat on SARBOX may grow as Euro markets pass U.S. NY Post / Richard Wilner Barclays mulls sale in US to head off Fred Guardian – Observer / Ruth Sunderland Housing Slump Pinches States in Pocketbook NY Times / Abby Goodnough Selling a House? Fees Are Negotiable. Wall Street Journal / Aleksandra Todorova Odds Shifting in Growth Stocks' Favor Wall Street Journal / Ian Salisbury A Caution Signal on Profits. A Red Light for Stocks? US News and World Report via NY Times / Paul J. Lim More Pieces. Still a Puzzle. NY Times / Eric Dash Transparency, Lost in the Fog NY Times / John Schwartz When a Bank Works Both Sides NY Times / Andrew Ross Sorkin When 'Delisted,' Where Does a Stock Go? Wall Street Journal / Jaclyne Badal Has the Exit Sign Ever Looked So Good? NY Times / Eric Dash

04/09 Many victims of subprime crisis Chicago Sun Times / Terry Savage The Federal Reserve Monopoly over Money Texas Straight Talk via Safehaven / Ron Paul The drama of a good Friday for jobs FT / John Authers How the French are falling out of love with the eurozone $ FT / Gideon Rachman Economy risks lower says IMF boss BBC News End of housing bubble should have been obvious to everyone Marketwatch / Dr. Irwin Kellner Subprime crisis shines light on mortgage brokers Marketwatch / Alistair Barr Strong Jobs, No Jubilation Forbes / Bernie Schaeffer Richest hedge fund managers get richer Reuters via CNN Is AMD Giving Up? Forbes / Brian Caulfield Stocks can't find direction CNN / Alexandra Twin Oil tumbles nearly $3 CNN / Steve Hargreaves TX: Decline in home sales continues Dallas Fort Worth Star Telegram / Andrea Jares Interest rates mixed in weekly Treasury auction AP via Houston Chronicle The new consumer craze in Japan: junk food AP via Newsday Monthly Mutual Fund Report – April pdf Federal Reserve Bank of Boston Regional Economy Federal Reserve Bank of Philadelphia U.S. mortgage bond prepayments increase in March Reuters / Julie Haviv Treasurys sold off in wake of Friday's jobs news Marketwatch / Leslie Wines Is Manufacturing and the Yield Curve Signalling Recession? Brookes News via Safehaven / Gerard Jackson Subprime blame game CNN / Les Christie NV: Real estate exodus in LV? Las Vegas Review Journal / Hubble Smith Stocks up as traders weigh 1Q earnings AP via Beaufort Gazette / Joe Bel Bruno Stocks Post Small Gains Smartmoney.com / Mark Glassman Tax Policy Taking U.S. Down the Road to France Bloomberg / Kevin Hassett Monday’s Stocktiming.com Analysis Stocktiming.com / Marty Chenard Payrolls, mergers lift spirirts NY Post / Paul Tharp Strong hiring hints at stable US growth Christian Science Monitor / Ron Scherer Treasury Yield Near 7-Week High as Bets on Fed Rate Cut Fade Bloomberg / Daniel Kruger and Elizabeth Stanton Crude oil declines as traders unwind risk premium Marketwatch / Polya Lesova