Bondhead News Archive

November 16– November 30

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Why I Like Deficits Tech Central Station / Jerry Bowyer

Inflation slowdown raises rate cut hope FT / Eoin Callan, Krishna Guha, Tony Tassell and Ralph Atkins

TX: Economist says national problems will be felt in area Houston Chronicle / L.M. Sixel

Bush, Congress Have Little to Offer Automakers Bloomberg / Doron Levin

U.S. Monetary Authorities Did Not Intervene in FX Market during the Third Quarter Federal Reserve Bank of New York

Technology-Policy Interaction in Frictional Labor Markets pdf Federal Reserve Bank of Richmond / Andreas Hornstein, Per Krusell & Giovanni L. Violante

New England Economic Indicators pdf Federal Reserve Bank of Boston

Down Go Commodities, In Comes Recession Forbes / A. Gary Shilling

Mortgage rates at lowest level in 8 months AP via MSNBC

What the Dell? / Will Swarts

Optimism Reigns / Igor Greenwald

Bank of England expects inflation to fall sharply next year Guardian / Ashley Seager

US auto woes to continue to weigh on Midwest-Fitch Reuters

Oil Falls Most Since August 2005 on Signs OPEC Won't Make Cuts Bloomberg / Mark Shenk

Rolling in it The Economist

Is that an asset-price bubble or just the fizz of Dom Pérignon? The Economist

Platinum in demand AP via NJ Post / Lauren Villagran

U.S. Stocks Advance for Fifth Day as Oil, Consumer Prices Drop Bloomberg / Nick Baker

Economist Friedman dies aged 94 BBC News

Japan interest rates kept on hold BBC News

Mortgage rates fizzle CNN

The Conquest of Worldwide Inflation: Currency Competition and Its Implications for Interest Rates and the Yield Curve Federal Reserve Board / Randall S. Kroszner

Fed's Poole says GSEs a risk to financial system Reuters

Fed's Moskow Says `Premature' to Declare Victory on Inflation Bloomberg / Joe Richter and Steve Matthews

U.S. Economic Outlook Federal Reserve Bank of Chicago / Michael H. Moskow

Manufacturing Firms See Modest Improvement Federal Reserve Bank of Philadelphia

Philly Fed says factory activity rebounds in Nov Reuters

Thursday’s Analysis / Marty Chenard

US valuation concerns $ FT / John Authers

Michigan's jobless rate falls to 6.9% Detroit Free Press / John Gallagher

Citigroup Buys Major Chinese Bank NY Times / David Barboza

Rate futures see more chance of Fed cuts on Oct CPI Reuters

U.S. Treasuries Rise After Consumer Prices Decline in October Bloomberg / Deborah Finestone

U.S. jobless claims fell to 308,000 last week Reuters

Consumer prices show reduced inflation CNN

U.S. Trade Deficit Has Roots Here, Not in China Bloomberg / John M. Berry

Mortgages for illegal immigrants getting more common Seattle Times / Lornet Turnbull

A cold October for home prices Sacramento Bee / Jim Wasserman

Oil inches over $59 on strong demand Reuters via CNN

Sears triples 3Q profit on investments AP via Seattle Times / Dave Carpenter


Rally rolls on. But watch out come January CNN / Alexandra Twin

The Coming Collapse in Housing Thoughts From The Frontline via Safehaven / John Mauldin

Oil's price collapse, more or less CNN / Steve Hargreaves

Interest Rates, Carry Trades, and Exchange Rate Movements Federal Reserve Bank of San Francisco

Chicago Fed Letter Federal Reserve Bank of Chicago

Credit Innovation and Opportunities Pimco / Mark Kiesel

Reflexive Potential Pimco / Paul McCulley and Saumil Parikh

Friday’s Analysis / Marty Chenard

Treasurys higher after plunge in housing starts Reuters / Leslie Wines

US Oct. housing starts fell 14.6 pct, permits fall Reuters

Oil Falls Near 17-Month Low on U.S. Weather, OPEC Skepticism Bloomberg / Eduard Gismatullin

Gold heads for sixth-straight loss Marketwatch / Tomi Kilgore

FL: Foreclosures continue climb Palm Beach Post / Linda Rawls

Guess what? Inflation fight may be working Philadelphia Inquirer / Andrew Cassel

Are Buybacks Financial Coverups? / Helen Shaw

Going for four in a row CNN

Scaling the heights LA Times / Chris Gaither

Junk Bonds May Yet Earn Their Title $ NY Times / Floyd Norris

San Diego Isn't the Only City With Pension Troubles Bloomberg / Joe Mysak

U.S. Treasuries edge up in Asia, housing data eyed Reuters

Value Funds -- Yes, Value -- Ride the Tech Rally Bloomberg / Chet Currier

Derivatives market soars to $370,000bn $ FT / Gillian Tett

US mutual fund flows $ FT / John Authers

Crude oil futures hit new low for year AP via NJ Post / Mazin Elfhaid

WA: Selling homes, all in the family Seattle Post Intelligencer / Aubrey Cohen

IL: Auction can move unsold homes -- if the price is right Chicago Sun Times / Larry Finley

Consumer confidence hits 2-month high AP via NJ Post / Jeannine Aversa

GAO Audit: SEC Has Problems NY Post / Paul Tharp

Bush Administration to Ease Corporate-Fraud Rules, People Say Bloomberg / Robert Schmidt

Dollar remains supported by hawkish sounding Fed AFX via Forbes

Milton Friedman: An Open Book Forbes / Tim Ferguson

Europe Trade Gap With China Adds to Currency Concerns Bloomberg / Fergal O'Brien

Prices fall, US inflation worries ease Christian Science Monitor / Ron Scherer


Globalization: The Long-Run Big Picture Ludwig Von Mises Institute / George Reisman

MA: Under at-tax! Homeowners face massive increase Boston Herald / Scott Van Voorhis

NC: More homeowners cut prices to sell Raleigh News and Observer / Dudley Price

Home Prices Fall Most in 30 Years NY Post / Paul Tharp

U-M: Mich. economic outlook bleak Detroit News / Louis Aguilar

TX: Holiday shopping season off and running already San Antonio Express News / Melissa S. Monroe

CA: State unemployment lowest in 30 years San Diego Union Tribune / Dean Calbreath

G20 leaders agree on need for WTO talks AP via NJ Post / Rod McGurk

IMF's De Rato Says U.S. Housing Slowdown Is a Risk Bloomberg / Rob Delaney and Gemma Daley

Dollar Has Weekly Advance as Fed Highlights Inflation Risks Bloomberg / Min Zeng

Treasuries Little Changed This Week as Fed Cites Inflation Risk Bloomberg / Deborah Finestone and Elizabeth Stanton

The Rally Builds Steam Forbes / David Dreman

Dow Average Has Best Week in 3 Months; Buyouts Lift U.S. Stocks Bloomberg / Michael Tsang



In housing, it's the local market that counts LA Daily News / Gregory J. Wilcox

States struggle to pay for roads USA Today via / Larry Copeland

Stocks show Greenspan's approach was sound Baltimore Sun / Jay Hancock

Bull's attention turning to 'Black Friday' Reuters via CNN

Graffiti on Wall Street: They should know better Pittsburgh Tribune Review / Jack Markowitz

Leading Indicators Point to Rebound: U.S. Economy Preview Bloomberg / Vince Golle

Competitive retail season promises bargains for consumers Baltimore Sun / Andrea K. Walker and Hanah Cho

Investor protection act had its consequences Pittsburgh Tribune Review / Gregory M. Drahuschak

Rising costs make HMOs less popular Chicago Tribune via South Florida Sun Sentinel / Bruce Jaspen

Interest Rates Need to Rise to Curb Prices, G-20 Says Bloomberg / Matthew Brockett

Manager learned from mistakes Marketwatch via Boston Herald / Chuck Jaffe

Experts say consumers wasting billions on unneeded protection Washington Post via Modesto Bee / Christina Salernobee and Terence O’ Harathe

No knockout blow yet in fight over Fed outlook Marketwatch / Greg Robb

Fed will raise rate starting March 2007 – US Dollar gets ready for a rally India Daily / Marla Guthrie

CA: Buyer's-agent bonus is latest selling tactic LA Times / Dinah Eng

Deductions for home offices will likely face IRS scrutiny USA Today via Arizona Republic / Sandra Block

Philosophical Mysteries of Wages V. Inflation NY Post / John Crudele

A New Class War: The Haves vs. the Have Mores NY Times / Eric Konigsberg

The coming currency war between Asia and the West can drag the world stock markets to its knees India Daily / Joe Weinman

When to Bail Out Of a Slumping Fund Wall Street Journal / Shefali Anand

This Party May End Before It Starts NY Times / Conrad De Aennle

IL: Companies hold own on the field Chicago Tribune / Susan Chandler

U.S. and Russia Sign WTO Accord Amid Tense Relations Bloomberg / Todd Prince

UK: The Government talks a good game on globalisation.Will it get round to listening? Independent / Hamish McRae

Worthy Credits Barron’s via Marketwatch / Tom Sullivan

Hot Market In Housing Forbes / Lisa Heiss

MO: Real estate agent revels in the boom in downtown St. Louis living St. Louis Post Dispatch / Repps Hudson

Sunny and Gloomy Signs at a Web Crossroads NY Times / Robert D. Hershey, Jr.

If All the Slices Are Equal, Will the Pie Shrink? NY Times / Eduardo Porter


Freddie Mac Rolls Out Mortgages for Newly Constructed Homes Mortgage Bankers Association

An offer declined The Economist

ECB Rate Increase Would Be Bad Timing Next Month Bloomberg / Matthew Lynn

Cheap debt drives ‘merger mania’ $ FT / James Politi

The Forbes Fictional 15 Forbes / Michael Noer and David M. Ewalt

LSE rejects £2.7bn Nasdaq bid Guardian / Fiona Walsh

Global population bubble: 9 billion by 2050 Marketwatch / Paul B. Farrell

IRS turns audit arm on high-income taxpayers Marketwatch / Andrea Coombes

Fisher says comfortable with current Fed policy Reuters / Dave Graham

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

Like Fed, Treasuries steady amid lack of data Reuters / Pedro Nicolaci da Costa

U.S. Treasury secretary calls for changes in accounting rules International Herald Tribune / Stephen Labaton

ECB calls for inflation vigilance BBC News

Bizzaro Knights of The Federal Reserve Daily Reckoning / Mogambo Guru

Is California Going Bankrupt? Daily Reckoning / Mike "Mish" Shedlock

Statement on OFHEO's Recently Announced Procedures for Determining 2007 Conforming Loan Limit Bond Market Association

Housing Industry Employment Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

Stocks close mixed amid merger news AP via Chicago Sun Times / Tim Paradis

U.S. stocks end lower despite M&A flow Marketwatch / Leslie Wines

Mergers Sweep The Street Forbes / R.M. Schneiderman

Techs Rise But Volume Eases Investors Business Daily / Vincent Mao

Follow the Trend, Not the Crowd / Jonathan Hoenig

Yen Touches Record Low as Trichet, Fukui Contrast on Inflation Bloomberg / Min Zeng

Two-Engine Slowdown Morgan Stanley / Stephen Roach

US leading indicators rose 0.2 percent in October Reuters

Has Inflation Peaked? Morgan Stanley / Richard Berner

Down But Not Out The Economist via

Review and Preview Morgan Stanley / Ted Wieseman

Federal Reserve Events Reuters

Home prices down 1.2% in third quarter CNN / Les Christie

Monday’s Analysis / Marty Chenard

Stocks wobble on big deals CNN

U.S. Stocks Stall After 6-Day Rally; Exxon, Energy Shares Slide Bloomberg / Hilary Johnson

When Robots Write the News / Kate O'Sullivan

Oil Update: Short-Term Rebound Ahead Morgan Stanley / Richard Berner

G10: Reserve Diversification Dictated by Market Caps Morgan Stanley / Stephen Jen

U.S. Treasury prices trend higher in quiet trade Reuters

Labor Costs May Mean Interest Rates Are Kept Higher Bloomberg / Rich Miller and Simon Kennedy

Yen slumps after talk of downgrade, G20 meeting Marketwatch / Wanfeng Zhou

Black Friday, Cyber Monday not as busy as most think Reuters / Nicole Maestri

Copper miners in $25.9bn merger BBC News

The Era of Big-Government Conservatism Must Come to an End National Review / Larry Kudlow

Toronto-Dominion to Buy Remainder of TD Banknorth Bloomberg / Sean B. Pasternak

History of financial disasters Daily Reckoning via Fiend’s SuperBear Page / Byron King

What monetary policy does China need? Taipei Times / Marvin Goodfriend and Eswar Prasad

Greenspan Legacy Submits to Its First Review Bloomberg / Caroline Baum

Pimco, Loomis May Add to Gains With December Rally Bloomberg / Elizabeth Stanton and Deborah Finestone

Forecasters look for economy to slow AP via Houston chronicle / Martin Crutsinger

A brisk rise in American wages Christian Science Monitor / Mark Trumbull

176 Newspapers to Form a Partnership With Yahoo NY Times / Miguel Helft and Steven Lohr

Nasdaq Makes $5.1B Bid for the LSE AP via Forbes / Robert Barr

Want to Fix the AMT? Here Are Two Simple Steps Bloomberg / Kevin Hassett

Meet Senator Millionaire Forbes / Jessica Holzer

Morgan Stanley -- a Case of Pay Schizophrenia Bloomberg / Graef Crystal

Crude Oil Prices Down on Rising Supply Newsday

Forget Petrodollars -- Get Ready for Petroyen Bloomberg / William Pesek

IL: In Chicago, will Daley dynasty last? Christian Science monitor / Amanda Paulson

Rich to the rescue Christian Science monitor / Jane Lampman

Gold May Rebound as Dollar's Slide Spurs Demand for Alternative Bloomberg / Pham-Duy Nguyen


Bond Market Issuance $4.19 Trillion Year-to-Date; Corporate, Higher Credit Quality Mortgage Volumes Increase; ABS Issuance Declines Bond Market Association

Corporate-bond issuance to hit $1 trillion this year Marketwatch / Leslie Wines

New York Fed Welcomes Industry Commitments on Equity Derivatives Federal Reserve Bank of New York

Financial Update Fourth Quarter Federal Reserve Bank of Atlanta

Fed Far From Inflation-Target Policy Bloomberg / John M. Berry

Dollar flat; yen steady after Muto Marketwatch / Wanfeng Zhou

IL: Prices of homes fall, but not in Chicago Chicago Tribune

Justice, SEC Probe Muni Derivatives Bond Buyer / Lynn Hume and Allison L. McConnell

Tricky Time to Choose Between Bonds, Money Funds Bloomberg / Chet Currier

Regulator of Bonds in Europe Bows to Banks, Blocks Transparency Bloomberg / Steve Rothwell and Sebastian Boyd

Crude Oil Rises on Alaska and North Sea Supply Disruptions Bloomberg / Mark Shenk

Some U.S. consumers planning leaner holidays-study Reuters

Treasurys lower after Warsh makes inflation warning Marketwatch / Leslie Wines

Financial Markets and the Federal Reserve Federal Reserve Board / Kevin M. Warsh

Chicago Fed National Activity Index pdf October Federal Reserve Bank of Chicago

Fed's Warsh-Clear upside US inflation risks remain Reuters / Tamawa Kadoya

Chicago Fed Oct. national econ index less negative Reuters

Federal Reserve Events Reuters

Tuesday’s Analysis / Marty Chenard

The rally's secret leaders CNN / Alexandra Twin

It was nice while it lasted Marketwatch / Mark Hulbert

Google jumps past $500 CNN / Paul R. La Monica

It's All About The Cash Forbes / Liz Moyer

Fast Credit, Easy Terms, Buy Now NY Times / Charles Duhgg

Platinum $ FT / Lex

Mind over matter in housing market Marketwatch / Dr. Irwin Kellner

S. Florida housing market softens as home prices fall, sales plunge South Florida Sun Sentinel / Paul Owers

D-FW home prices see small gain Dallas Morning News / Steve Brown

Buying the Friendly Skies Daily Standard / Irwin M. Stelzer

MA: Bay State housing in deepening slide Boston Herald / Jerry Kronenberg

Platinum Surges to Record on Speculation Over Fund Introduction Bloomberg / Chia-Peck Wong

BOJ Says Japan Economy to Keep Growing, Minutes Show Bloomberg / Jason Clenfield



CO: Denver area nears foreclosure record Rocky Mountain News / John Rebchook

Bondholders weigh in on USAirway's Delta bid Reuters via CNN

Big German Banks Are Reported to Be Near Deal to Buy Stake in the Parent of Airbus IHT via NY Times / Carter Dogherty

Friday will be historic day for gold Marketwatch / Peter Brimelow

Treasury Chief Says 'No Preconditions' Washington Post / Lori Montgomery

Revisiting with the Master National Review / Bruce Bartlett

UK: Two voted against rate rise Guardian / Ashley Seager

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

Dollar fall sharply on growth concern Marketwatch / Wanfeng Zhou

U.S. Stocks Gain, Dollar Falls to Five-Month Low Against Euro Bloomberg / Daniel Kruger

Black Friday cage match: Wal-Mart vs. everyone CNN / Parija B. Kavilanz

Techs Rise In Light Trade Investors Business Daily / Vincent Mao

NYSE Drops Insider Charges Against Specialists NY Post / Roddy Boyd

Assets in money market mutual funds rise AP via Houston Chronicle

Friedman untangled economic concepts Pittsburgh Tribune Review / Jack Markowitz

University of Michigan Index Holds Near 15-Month High Bloomberg / Shobhana Chandra

Gauge of U.S. economy edges up in latest week-ECRI Reuters

US labour market to remain tight in 2007 FT / Krishna Guha

Weekly jobless claims climb by 12,000 AP via NJ Post / Jeannine Aversa

Bernanke's Programs May Dilute Greenspan Intuition Bloomberg / Scott Lanman

Housing slowdown will force Fed to cut in 2007: poll Reuters / Amanda Cooper

Wednesday’s Analysis / Marty Chenard

Oil slides as crude stocks swell CNN

Gold, silver futures climb; platinum sinks Marketwatch / Myra P. Saefong

Platinum Drops Most in More Than 6 Years as Investors Doubt ETF Bloomberg / Feiwen Rong and Danielle Rossingh

Euronext and NYSE agree to balance board $ FT / Anuj Gangahar

U.S. Treasuries quiet ahead of Thanksgiving Reuters

Feds Finally Examine the Muni Reinvestment Business Bloomberg / Joe Mysak

Thankful for Dell CNN

MI: The incredible deflating housing market Detroit News / Dorothy Bourdet

Mortgage Applications Fall in Latest Survey Mortgage Bankers Association

US home loan demand falls, first dip in three weeks Reuters / Julie Haviv

Oil prices drop to $59.94 a barrel AP via NJ Post

Dollar Drops as Cooling Economy May Prompt Fed to Lower Rates Bloomberg / Kabir Chibber and Chris Young

Administration lowers economic growth forecast AP via Baltimore Sun

Japan economy marks recovery milestone AP via NJ Post / Yuri Kageyama

Pilgrims' Real Turkey Was `Farming in Common' Bloomberg / Caroline Baum


Open Market Operations, Interest Rates, and Gold Daily Reckoning / Mike “Mish” Shedlock

Industry leader: Time is right to buy a home The State / Kristy Eppley Rupon

Monopoly money The Economist

Truth in advertising The Economist

Buy yourself a bond for Christmas Marketwatch / Jennifer Openshaw

Big banks wade into stock exchange fray $ FT / Norma Cohen

The Other Black Gold Tactical Investor via Safehaven / Sol Palha

America must count its blessings $ FT / John Authers

Mixed economic signs keep market in check AP via Pittsburgh Post Gazette / Madlen Read

Buyers in the mood to splurge this year Kansas City Star / Joyce Smith

Health-care payments may be cut AP via Charlotte Observer / Kevin Freking

Derivatives Tails Are Wagging Corporate Bond Dogs Bloomberg / Mark Gilbert

What's keeping long term rates down, and why Philadelphia Inquirer / Jeff Brown

Fed Chief’s Help Enlisted for Trip to Press China NY Times / Steven R. Weisman

Black Friday's luster fading Contra Costa Times / Blanca Torres

Retailers begin shopping on Thanksgiving AP via NJ Post / Shaila Dani

How To Help Low-Wage Workers Lew Rockwell / James Ostrowski

Thanksgiving and Marginal Utility Lew Rockwell / Gary North

Thanksgiving dinner cost has fallen over 20 years Bloomberg via Buffalo News

Euro Rises After German Business Confidence Unexpectedly Gains Bloomberg / Kabir Chibber

Central bank of South Korea moves to curb lending International Herald Tribune / Choe Sang-Hun

Germans still upbeat on economy BBC News

UK: Business spending reaches all-time high Guardian / Ashley Seager

Moody's to Raise Ratings on Almost 50 European Company Loans Bloomberg / Cecile Gutscher

Is Europe's recovery just another false dawn? Independent / Hamish McRae

Asian Currencies Advance on Speculation U.S. Will Lower Rates Bloomberg / Yumi Kuramitsu and Jake Lee

Oil Trades Near $59 After Falling on Jump in U.S. Inventories Bloomberg / Gavin Evans


Nasdaq’s marathon man FT / David Wighton

The U.S. Dollar is the Week's Biggest Turkey Euro Pacific via Safehaven / Peter Schiff

Alternative paths in the search for yield Globe and Mail / Rob Carrick

Investors taking notice of growth-stock funds Marketwatch / Murray Coleman

Oil Prices Up Slightly in Thin Trading AP via Newsday

Oil May Rise on Increased Demand for Heating Fuel Bloomberg / Hector Forster

U.S. Retailers Open Early to `Huge' Holiday Traffic Bloomberg / Cotten Timberlake and Lauren Coleman-Lochner

Re-rating Euroland; Another Euro Overshoot Morgan Stanley / Stephen L. Jen

Japan: Rate Hike Campaign Baffles Overseas Investors: Interim Feedback on European Investor Visit Morgan Stanley / Takehiro Sato

Retail-sales rise likely Rocky Mountain News / Janet Forgrieve

Black Friday poised to be best in years Reuters via Washington Post

Friday’s Analysis / Marty Chenard

Soaring in Asia The Economist

Wall Street opens lower AP via Seattle Post Intelligencer / Tim Paradis

Treasuries Set for Weekly Gain on Expectations Fed to Cut Rates Bloomberg / Aaron Pan and Wes Goodman

U.S. Treasuries track bunds firmer in light trade Reuters

Federal Reserve Events Reuters

Mexico central bank holds interest rates steady Reuters

Business investment lifts UK economy FT / Jamie Chisholm

What's Liquidity? Is There Too Much, Too Little? Bloomberg / Caroline Baum

Interest Rates and Monetary Policy Lew Rockwell / Gary North

U.S. Stock-Index Futures Tumble on Dollar; GE, Intel Decline Bloomberg / Sarah Jones and Hilary Johnson

Phone vs. Cable: Turf Wars Escalate NY Times / Ken Belson and Vikas Bajaj

Is Renewable Natural Gas Plant More Than Pipedream? Bloomberg / Joe Mysak

A mortgage that attracts people with cash to hide Baltimore Sun 

Gold rallies as dollar tumbles on growth concerns Marketwatch / Ciara Linnane

Revealed: Why understanding economics is hard Philadelphia Inquirer / Andrew Cassel

Foreigners flying to U.S. for shopping Washington Times

Dollar Damage is More than Holiday Thin Trade CMC Markets via Safehaven / Ashraf Laidi

Euro tops $1.30 for first time since April 2005 Marketwatch / Steve Goldstein

Dollar Drops to 19-Month Low Against Euro; Breaches $1.30 Level Bloomberg / Kabir Chibber

A Smarter Computer to Pick Stock NY Times / Charles Duhigg

Oil May Rise Next Week on Increased Demand for Heating Fuel Bloomberg / Hector Forster

Dollar Set for Biggest Loss Since June as Rate Premium Shrinks Bloomberg / Chris Young and Kosuke Goto

Canadian government plans end of net debt $ FT / Bernard Simon



Analysis says oil not flowing free AP via San Antonio Express News / Jeff Donn

Once Again, German and Euro-zone Leading Indicators Surprise On The Upside Northern Trust via Safehaven / Victoria Marklew

Shoppers shoulder economy Chicago Tribune / Robert Manor

Employment on solid footing Chicago Tribune / Susan Diesenhouse

Big crowds, small sales CNN

Store wars: Retailers battle for the bucks of moderate-income shoppers Lansing State Journal / David Koenig and Emily Fredrix

U.S. Retail Sales Rise 6% on Day After Thanksgiving Bloomberg / Courtney Dentch

Treasuries Gain This Week as Fed Rate-Cut Speculation Increases Treasuries / Annie Pinkert

Dollar slides, raising worry LA Times / Tom Petruno and Walter Hamilton

Dollar's Weekly Loss Sends Currency to 19-Month Low Versus Euro Bloomberg / Daniel Kruger

Bulletproofing Your Bonds Forbes / David Armstrong

Japan Bonds Post Biggest Weekly Gain in a Month on Stocks Drop Bloomberg / Issei Morita

Double-talk from housing executives creates confusion AP via Pittsburgh Post Gazette / Rachel Beck

China's Economy May Expand as Much as 10.7% in 2006 Bloomberg / Helen Yuan and Allen T. Cheng


Reforms would help stabilise Asia’s bond markets FT / Thomas Schiller

Rates may have peaked, but there are still plenty of good CDs to choose from Marketwatch / Amy Hoak

Housing cooler, but still can be good investment Colorado Springs Gazette / Dan Serra

Investors looking to hold, extend gains AP via Beaufort Gazette / Tim Paradis

Hello, Hedge Funds Time / Barbara Kiviat

New York’s days of glory will never return $ FT / John Gapper

Korea: Housing Bubble May Trigger Shock Next Year Korea Times / Yoon Ja-young

Banks compete to finance Eurotunnel debt AP via NJ Post

Durables data, personal income to shed light on U.S. growth view Marketwatch

Will Holiday Sales Momentum Continue? AP via LA Times / Anne D’Innocenzio

Is the Dow Forked? via Safehaven / Gary Tanashian

Mall Stores See Strong Rise in Holiday Sales NY Times / Michael Barbaro

Investment banks FT / Lex

Housing Market Kept Weakening in October: U.S. Economy Preview Bloomberg / Vince Golle

CA: O.C. loan rates fall to 5.942% fixed, 4.396% adjustable Orange County Register

CO: Shuttered homes, blighted blocks Denver Post / David Olinger and Aldo Svaldi

Back to work CNN / Alexandra Twin

Blizzard of data to paint clearer picture of economy's direction Marketwatch / Robert Schroeder

A December correction could defy market convention Pittsburgh Tribune Review / Gregory M. Drahuschak

Finding that fine 'rebalance' LA Times / Tom Petruno

Laid Off Traders Are Now Shrink Rapt NY Post / John Aidan Byrne

Pretty Fly For A Wall Street Guy NY Post / Tommy Hallissey

Specialist Deals NY Post

CO: Economy's booster shot Denver Post / Will Shanley

Firms Crimping Oil Supplies AP via Baltimore Sun / Jeff Donn

Hank’s China Affair NY Post / Terry Keenan

How You Can Pay Less $ To The IRS NY Post / Tracy Byrnes

In Class Warfare, Guess Which Class Is Winning NY Times / Ben Stein

China: Bowlful of worry LA Times / Robin Fields

It's Harder for Your Generation Washington Post / Mary Ellen Slayter

Home Buying, or Selling, in a Falloff Wall Street Journal / Matthew Heimer

US dollar 'will keep falling' Guardian – Observer / heather Stewart

You don't have to shy away from big December fund payouts Marketwatch / Chuck Jaffe

Private-Equity Deals Alter the Market Wall Street Journal / Jaclyne Badal

The Autumn Rally Has Left Few Industries in the Dust NY Times / J. Alex Tarquinio

Look Out: Investors Are Turning Optimistic US News and World Report via NY Times / Paul J. Lim

Peer Pressure: Inflating Executive Pay NY Times / Gretchen Morgenson

The High Cost of Too Good to Be True NY Times / Julie Creswell and Vikas Bajaj

Reality May Land With a Thud NY Times / Conrad De Aenlle


Review and Preview Morgan Stanley / Ted Weiseman

Sticking with Rust Not Bust Morgan Stanley / Richard Berner

Tomorrow's Suburbs Will Be Grayer; Tomorrow's Home Buyers Will Increasingly Be Young Minorities Mortgage Bankers Association

The End is Never the Same Morgan Stanley / Stephen Roach

Ford's $18 Billion Borrowing Blitz Business Week via MSNBC

Tattered dollar could quickly lose further allure $ FT / Peter Garnham and Chris Giles and Christopher Brown-Humes

Dollar’s dive reflects fundamentals $ FT / John Authers

EU: The party is not over, but it is late Morgan Stanley / Eric Chaney

Ford Bets The Farm Forbes / Joann Muller

Tough morning on Wall Street CNN / Alexandra Twin

U.S. Treasuries edge higher as stocks tumble Reuters / Zubin Jelveh

2-Major agencies cut Ford's unsecured debt rating Reuters

Midwest Manufacturing Output Falls in October pdf Federal Reserve Bank of Chicago

Are you better (or worse) off than your parents? CNN / Jeanne Sahadi

The Wisdom of Tradesports Tech Central Station / William Wilson and Phillip Wallach

Nasdaq falls 1 pct on Google, Wal-Mart hits Dow Reuters

Restatements: Stupid Human Tricks? / Helen Shaw

Ford to Get $18 Billion in Financing AP via NY Post

Student loan bankers on edge LA Times / Janet Hook

MI: Demand for new homes tumbles in mid-Mich. Lansing State Journal / Jeremy W. Steele

Monday’s Analysis / Marty Chenard

Federal Reserve Events Reuters

Cause Of U.S. Trade Deficit Is Misunderstood Forbes / Oxford Analytica

Dual Hedge-Mutual Fund Managers Face Conflicts Bloomberg / John F. Wasik

Wal-Mart raises US retail fears $ FT / Daniel Pimlott

Democrats or demographics? Marketwatch / Peter Brimelow

Dollar weakness poses growth risk-OECD chief Reuters

Euro Rises to Highest Since March 2005 on Prospects for Rates Bloomberg / Min Zeng and Kabir Chibber

Dollar at 20-month low vs. euro, stable vs. yen Marketwatch / Wanfeng Zhou

Gold Gains for Seventh Day as Euro Touches Highest Since 2005 Bloomberg / Feiwen Rong and Danielle Rossingh

Crude up; Saudis may back further cuts Marketwatch / Ciara Linnane

Merger of Wall Street Groups Creates a Lobbying Powerhouse Washington Post / Jeffrey H. Birnbaum

Abuse Spawned by Growing Restrictions Bond Buyer / Alison L. McConnell and Lynn Hume

The Paulson & Bernanke Show Airs Soon in China Bloomberg / William Pesek

Very Rich Are Leaving the Merely Rich Behind NY Times / Louis Uchitelle

DC: Commercial Boom Softens Housing Bust Washington Post / Nell Henderson

Misery becomes personal in the pursuit of global happiness Independent / Stephen King

Gold May Advance on Expectations Dollar's Slide Will Continue Bloomberg / Danielle Rossingh

The Air Is Free, and Sometimes So Are the Phone Calls That Borrow It NY Times / Matt Richtel

The New World Order: The Players Honest Money via Safehaven / Douglas V. Gnazzo

UK: Tax burden driving firms to consider move overseas London Times / Christine Buckley

UK: Consumers going greener Guardian / David Teather

The vanishing holiday bonus Christian Science Monitor / Marilyn Gardner

Dollar Has Longest Decline Since April on Rate Cut Speculation Bloomberg / Chris Young

Philippine Bonds Advance Most in Asia on Arroyo's Deficit Cuts Bloomberg / Kabir Chibber and Wes Goodman

Currencies: Futures Fail to Predict Interest Rate Changes, Fed's Poole Says Bloomberg / Elizabeth Stanton and Michael McDonald

China Bank Bonds Yield Less Than JPMorgan's on Government Curbs Bloomberg / Denise Kee



Bull run The Economist

Markets uncertain despite Fed comments FT

Dollar woes poised to carry over into next year Marketwatch / Wanfeng Zhou

Bernanke: Interest rate cuts unlikely AP via NJ Post

Fed Chief Says Inflation Is ‘Uncomfortably High’ NY Times / Jeremy Peters

Short and Sweet / James B. Stewart

'Where are the customers' yachts?' Marketwatch / Paul B. Farrell

BofA's market value now biggest of world's banks Charlotte Observer / Rick Riothacker

IMF sees no wider slowdown in US economy yet Reuters / Jason Lange

Oil Approaches $61 on Weather, OPEC AP via Newsday

Holiday Cheer Daily Standard / Irwin Stelzer

US SWAPS-Most swap spreads tighten as Treasuries gain Reuters / Ellen Freilich

Insurers Under Scrutiny Bond Buyer / Matthew Hanson

The Economic Outlook and Monetary Policy Federal Reserve Bank of Philadelphia / Charles I. Plosser

In Noise We Trust? Optimal Monetary Policy with Random Targets pdf Federal Reserve Bank of Boston

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

Greenspan's Price Rule Caused the US recession - and It's Going to Happen Again Brookes News via Safehaven / Gerard Jackson

Bernanke: Economy Growing Moderately Washington Post / Nell Henderson

Growth moderating, inflation looks better: Bernanke Marketwatch / Greg Robb

Go Native Tech Central Station / Josh Manchester

California Realtors: Home inventory doubles San Jose Business Journal

The Unfairness of a “Fairer” Economy National Review / John Tamny

Germany Goes Bankrupt Too! Bridgewater via Safehaven /  Martin Hennecke

Vietnam's WTO Membership Ratified AP via Washington Post / Tran Van Minh

US stocks flat, inflation worry offsets oil shares Reuters / Chris Sanders

The Economic Outlook Federal Reserve Board / Ben S. Bernanke

Bernanke Sees Growth Rebounding, Stresses Inflation Bloomberg / Craig Torres

Bernanke: Inflation still a threat Reuters via CNN

Federal Reserve Events Reuters

Have We Outgrown Recessions? Ludwig von Mises Institute / Frank Shostak

Credit derivatives $ FT / Lex

Home prices post record drop in October CNN / Chris Isidore

Rise in existing-home sales is first since February Marketwatch / Rex Nutting

Conforming Loan Limits to Reamin at $417,000 Mortgage Bankers Association

Orders for Durable Goods in U.S. Fell 8.3% Last Month Bloomberg / Joe Richter

Consumer confidence slides in Nov AP via St. Petersburg Times / Anne D’Innocenzio

Stocks Narrowly Mixed on Housing Data AP via Allentown Morning Call / Tim Paradis

Black Monday shouldn't mean gloom for retailers Marketwatch / Mark Hulbert

NYSE, NASD to Form New Regulator for Securities Firms Bloomberg / David Scheer and Edgar Ortega

Options Traders Anticipate Rally in Euro: Currency Strategists Bloomberg / Daniel Kruger

MI: Retail sales not 'bright' in Michigan Lansing State Journal / Christine Rook

Why The tumbling Dollar is Such A Big Deal NTY Post / John Crudele

Treasury 10-Year Yield Declines Below 4.50% on Durables Report Bloomberg / Elizabeth Stanton

The bond market's dirty secret Fortune via CNN / Katie Benner

Manufactured goods orders plunge AP via Baltimore Sun / Martin Crutsinger

’04 Income in U.S. Was Below 2000 Level NY Times / David Cay Johnston

US stocks seen lower after weak durable goods data Reuters / Emily Chasan

Tuesday’s Analysis / Marty Chenard

Economy, Bernanke comments in crosshairs CNN

CA: Just 22% can afford O.C. starter home Orange County Register / Jeff Collins

Watch the States Forbes / Janet Novack

How Dividend-Growth Funds Got Their Groove Back Bloomberg / Chet Currier

Oil Prices Rise to $60.66 a Barrel AP via Baltimore Sun


Economists: U.S. recession looms in 2007 Spero News via Fiend’s SuperBear Page

Mortgage Applications Fall in Latest Survey Mortgage Bankers Association

The Social Function of Futures Markets Ludwig Von Mises Institute / Robert P. Murphy Robert P. Murphy

Germany is leading a productivity renaissance in Europe International Herald Tribune / Carter Dougherty

Fed's big worry gets revised away Reuters / Rex Nutting

Bruised dollar finds relief in growth data FT / Tony Tassell, Peter Garnham and Krishna Guha

Pound edges closer to $2 Guardian / Angela Balakrishnan

The Boy Who Cried Wolf Daily Reckoning / Chuck Butler

Top-Rated Stocks Lead Broad Advance / Vincent Mao

Oil Prices Fall Slightly in Asia AP via Chicago Tribune / Tanalee Smith

Peak Oil? Maybe, and Maybe Not The Sleuth via Daily Reckoning / Jonathan Kolber

Mexico sees bigger mortgage-debt issues Reuters

KS: KC unemployment rate second-highest among big metro areas Kansas City Star

FL: Manatee's home prices, sales tumble Bradenton Journal / Melissa Followell

US economy stronger than first thought in 3rd qtr Reuters / Joanne Morrison

MBIA Debt Backed by Crack Houses Perpetuates Blight Bloomberg / Christine Richard

US Treasuries weaken on profit-taking, Beige Book Reuters / Richard Leong

2007: Bigger is better CNN / Paul R. La Monica

Stocks end higher on positive GDP report AP via Dallas Fort Worth Star Telegram / Joe Bel Bruno

Albertsons will fade away Sacramento Bee / Dale Kasler

The Beige Book Federal Reserve Board

Fed's Beige Book Depicts Moderate Growth Dow Jones via / Campion Walsh and Benton Ives-Halperin

Fed: Most of U.S. sees moderate growth AP via Dallas Fort Worth Star Telegram / Jeannine Aversa

Making Sense of the U.S. Housing Slowdown Federal Reserve Bank of Dallas / John V. Duca

The dollar's slide: How far, how hard? Fortune via CNN / Katie Benner

Oil Surges to a Two-Month High After U.S. Fuel Supplies Drop Bloomberg / Mark Shenk

Beware The Business AMT Forbes / Lawrence P. Kline

U.S. Economy Expanded at a 2.2% Annual Pace in Third Quarter Bloomberg / Joe Richter

Economy Grows by 2.2 Percent in 3Q AP via Forbes / Jeannine Aversa

Too many bond bulls Marketwatch / Mark Hulbert

CA: Condo projects being re-evaluated Orange County Register / Ellyn Pak and Mathew Padilla

MA: House prices plunge: All Hub gains since March ’04 vanish Boston Herald / Jerry Kronenberg

Buyers may get higher mortgage rates Boston Herald / Jerry Kronenberg

Fed chief sees housing as a risk Washington Times / Patrice Hill

Economy's weakness shows Chicago Tribune / William Neikirk

Citadel Says Hedge-Fund Profit Rose Fivefold in 2006 Bloomberg / Katherine Burton and Miles Weiss

NYSE and NASD Lock Regulatory Arms / Helen Shaw

Wednesday’s Analysis / Marty Chenard

Some workers worry Ford may fold if big bet backfires MCT News via Lansing State Journal / Katie Merx

Dollar steadies on stronger GDP data Marketwatch / Wanfeng Zhou

Another day, another fall in the dollar Guardian / Ashley Seager

WA: How Seattle Slew the Raid on Its Treasury Tech Central Station / Martin Fridson

Mexico's rich getting richer, study finds LA Times / Marla Dickerson

Mortgage applications fall in holiday week Marketwatch / Rex Nutting

Economy could fuel a rally CNN

Nearly half of Ford workers opt to leave CNN

Los Angeles, Honolulu Steamroll Bond Auction Sales Bloomberg / Joe Mysak

The Fed Cries Wolf; Mr. Market Isn't Listening Bloomberg / Caroline Baum

Bernanke Scrutinizes Labor Costs for Signs of Faster Inflation Bloomberg / Craig Torres and Carlos Torres

Potential cold spell sends oil climbing Reuters via CNN

Japan Must Risk Growth Now to Ensure Its Future Bloomberg / William Pesek


A U.S. Perspective on Basel II Implementation Federal Reserve Board / Susan Schmidt Bies

Properties and currencies connections FT / John Authers

Investors turning to currency mutual funds to diversify Marketwatch / Murray Coleman

Money is making a comeback $ FT / Samuel Brittan

Survey of Tenth District Manufacturers Federal Reserve Bank of Kansas City

Dollar slides as US business slows FT / Richard Beales

Americans Will Shop Till their Dollars Drop Euro Pacific via Safehaven / Peter Schiff

More Weakness After Bernanke's Upbeat Speech Hits Dollar CMC via Safehaven / Ashraf Laidi

US retail $ FT Lex

Reality Check Pimco / Bill Gross

Decomposing Consumer Wealth Effects: Evidence on the Role of Real Estate Assets Following the Wealth Cycle of 1990-2002 Federal Reserve Bank of Boston

Speeches & Testimony FDIC / Sheila C. Blair

Rebalancing act The Economist

Are U.S. stock-exchange executives grossly overpaid? Slate / Daniel Gross

Pitfalls abound for shrinking car makers AP via NJ Post / David Runk

Stocks End Mixed, But Cap Month With Gains Investors Business Daily / Vincent Mao

Stocks little change on mix of data AP via NJ Post / Tim Paradis

Sterling in sight of $2 by year-end Marketwatch / Wanfeng Zhou

Gold is golden Marketwatch / Peter Brimelow

Greatly Inflated Expectations National Review / Jerry Bowyer

A national party no more? The Economist

Home prices still getting weaker CNN / Les Christie

Freddie Mac: 30-year mortgage averages 6.14% vs 6.18% Marketwatch / Katherine Hunt

U.S. stocks fall as Chicago PMI falls below 50 Marketwatch / Nick Godt

Thursday’s Analysis / Marty Chenard

Cramer’s Syndicated Radio Show Ending Bloomberg via NY Post

Treasurys up; manufacturing contracts in Chicago Marketwatch / Leslie Wines

Chicago economy weakens further in Nov. Marketwatch / Greg Robb

U.S. Retailer Sales Rise Less Than Analysts Estimated Bloomberg / Cotten Timberlake

Minimum wage gets go-ahead in House Chicago Tribune / John Chase and Ray Long

As IRS Scales Back Outsourcing, Union Remains Skeptical Washington Post / Stephen Barr

Restoring the shine The Economist

The Lost Citi NY Post / Roddy Boyd

Record 7 Million U.S. Adults in Prison, on Parole or Probation Bloomberg / Robert Schmidt

Treasuries still up after core inflation, claims Reuters

U.S. October Personal Spending Rises 0.2%; Incomes Up Bloomberg / Courtney Schlisserman

US jobless claims climb to 357,000 last week Reuters

Consumer spending rebounds in October AP via Dallas Fort Worth Star Telegram / Martin Crutsinger

Ford, Pfizer Cuts: Start of Something? / Stephen Taub

Oil Prices Extend Rise Above $62 AP via Newsday / George Jahn

Gold and silver bounce back Reuters via CNN

Dollar's Dive Depends on Fed Zigging as ECB Zags Bloomberg / Mark Gilbert

Dollar resumes its slide against the euro FT / Peter Garnham

How Long Will the Dollar Continue Its `Slow Leak?' Bloomberg / David Pauly

Buy Airline Stocks Now Forbes / Martin T. Sosnoff

Ford is cutting it close on cash Detroit Free Press / Sarah Webster

Wal-Mart's U.S. Same-Store Sales Fell 0.1 Percent Bloomberg / Lauren Coleman-Lochner

Shorten Up on Options, Save the Company a Bundle Bloomberg / Graef Crystal

Corporate earnings $ FT / Lex

RBC posts record quarter Globe and Mail / Tavia Grant

German jobless rate falls AP via Houston Chronicle / Geir Moulson

European Commission Raises Economic Growth Forecast Bloomberg / Fergal O'Brien and Simon Kennedy

As housing goes, so goes the US economy? Christian Science Monitor / Mark Trumbull

The New Populism and the iPod Economy Tech Central Station / Nathan Smith

Dollar Set for Second Month of Declines on Prospect of Rate Cut Bloomberg / Stanley White and Kosuke Goto

Feds Eye Fee-Driven Deals Bond Buyer / Lynn Hume and Alison L. McConnell

IRS Focusing On Abusive Muni Deals Bond Buyer / Allison L. McConnell

UK Interest Rate Outlook For 2007 Still Unclear Northern Trust via Safehaven / Victoria Marklew

UK: Be careful what you wish for - those dollar bargains could damage us all Independent / Hamish McRae

Hold The Presses Forbes / Louis Hau