Bondhead News Archive

January 16 – January 31

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Reversal Of Fortune For Techs, Rallying As Commodities Plunge Investors Business Daily / Vance Cariaga

The Growth Machine Morgan Stanley / Stephen Roach

Implications of Lower Oil Prices Morgan Stanley / Richard Berner

Italy: Life After the Downgrade Morgan Stanley / Vladimir Pillonca

Oil Prices Rebounds After 19-Month Lows AP via Washington Post / Tanalee Smith

Blitz of mergers, buyouts sets a record Christian Science Monitor / Mark Trumbull

SIFMA Releases Exposure Draft of Revised Guidelines on Delivery of Offering Materials Relating to GSE Securities Bond Market Association

Burden Set to Shift On Balanced Budget Washington Post / Lori Montgomery and Nell Henderson

Bank of Canada bets on U.S. recovery Globe and Mail / Heather Scoffield

MBA Releases Long Term Economic Forecast Mortgage Bankers Association

FL: Homeowners looking for relief at special session Palm Beach Post / Randy Diamond

As '07 realty clouds gather, so do silver linings Business Week via MSNBC / Maya Roney

'Lazy portfolios' win again, beat S&P 500! Marketwatch / Paul B. Farrell

JGBs rally on doubts over BOJ rate hike Reuters / Chikako Mogi

Emerging debt-Prices up as risk tolerance high Reuters / Manuela Badawy

So, Is a Volatile Economy Good for America? Tech Central Station / Nick Schultz

ABC/WashPost US Consumer Comfort Index up to -2 Reuters

War games Marketwatch / Todd Harrison

US interest rates partly higher in latest week-Fed Reuters

Dow Notches Another Record / Mark Glassman

A Reversal of Fortune… Daily Reckoning / Chuck Butler

Commerce Bancshares reports higher earnings Kansas City Star / Mark Davis

Nimble Wells Fargo $ FT / Lex

Intel tumbles on lower earnings CNN / Rob Kelley

Dow gains 27, reaches 3rd record close AP via Dallas Fort Worth Star Telegram / Joe Bel Bruno

A Wal-Mart On Every Block? Forbes / Tom Van Riper

Federal Reserve Banks Announce New Studies to Examine Nation's Check and Electronic Payments Usage Federal Reserve Board

If I were president, I would… NY Post / John Crudele

Saudi Arabia's economy The Economist

Oil Falls to 19-Month Low on Saudi Rejection of More OPEC Cuts Bloomberg / Mark Shenk

Gold retreats as traders eye dollar, oil Marketwatch / Myra P. Saefong

MN: Tight supply pushes apartment rents up St. Paul Pioneer Press / Jennifer Bjorhus

Bank of Canada keeps target for the overnight rate at 4 1/4 per cent Bank of Canada

IMF Head: Global Economic Threats Easing AP via Washington Post / Jeannine Aversa

US stocks shed opening gains FT / Michael Mackenzie

Stocks creep higher CNN

Tuesday’s Analysis / Marty Chenard

Backdating Nibbles / Rob Garver

TREASURIES-Prices up on weaker than expected NY manufacturing Reuters / Chris Reese

January 2007 : Empire State Manufacturing Survey pdf Federal Reserve Bank of New York

N.Y. Fed manufacturing index falls in Jan Reuters

Federal Reserve Events Reuters

Inflation protection Money via CNN / Michael Sivy

Corn Soars to 10-Year High; Smaller U.S. Crop Cuts World Supply Bloomberg / Jeff Wilson

TD Ameritrade profit jumps 69 percent AP via Seattle Post Intelligencer / Josh Funk

US Bancorp Profit Up 4 Percent in 4Q Newsday

TX: Retirees sliding into debt Dallas Morning News / Bob Moos

UK: The Bank's narrow escape Guardian / Ashley Seager

UK inflation hits 10-year high of 3 per cent FT / Jamie Chisholm

Fed Funds Futures traders gave up their hopes for an early 2007 rate cut FXStreet / Lee More

The Triple Deficit Paralyzes Policy Vision Forbes / David Malpass

Bond prices rise in rebound from recent low Reuters

Pimco, Hancock Load Up on Mortgage Bonds as Treasury Gains Fade Bloomberg / Daniel Kruger

OPEC Doesn't Need Emergency Meeting, Al-Naimi Says Bloomberg / Andy Critchlow and Pratik Parij

Oil Prices Dip Below $53 a Barrel AP via Forbes / Derrick Ho

Dollar lower against yen AP via Houston Chronicle

Wells Fargo 4th-qtr profit rises 13 pct Reuters

Citigroup, JPMorgan Fall Further Behind Goldman, Morgan Stanley Bloomberg / Justin Baer

Cisco falls on downgrades Reuters

Stocks ready to build CNN

Back on the trading scene LA Times / Walter Hamilton

Scads of economic data due this week AP via Philadelphia Inquirer / Tim Paradis

Technology Stocks, Decade's Laggards, Now Key to Bull Market Bloomberg / Daniel Hauck and Michael Tsang

Buyers Scarce, Many Condos Are for Rent NY Times / Vikas Bajaj

CA: Home prices climb in county LA Times / Annette Haddad

CO: Denver's deep freeze costly Denver Post / Tom McGhee

U.K. December Inflation Quickens to Highest in Decade Bloomberg / Craig Stirling and Jennifer Ryan

German Investor Confidence Rises to a Six-Month High Bloomberg / Simone Meier


PPI data add to US inflation fears FT / Eoin Callan

The U.S. Economy in 2007: Prospects and Puzzles Federal Reserve Bank of San Francisco / Janet L. Yellen

New Fed fear: Lower oil CNN via Bondhead Referral / Chris Isidore

The Role of House Prices in Formulating Monetary Policy Federal Reserve Board / Frederic S. Mishkin

Beige Book Federal Reserve Board

Fed shouldn't try to pop asset bubbles: Mishkin Marketwatch / Greg Robb

Fed's Beige Book Says Most Districts Show `Modest' Expansion Bloomberg / Craig Torres

Near his first anniversary, Bernanke shows well McClatchy / Kevin G. Hall

`Buy' Ratings Become Scarcer as U.S. Stocks Rise Bloomberg / David Wilson

Anschutz to Sell More Qwest Shares, Cut Stake by 90% Bloomberg / Crayton Harrison

U.S. stocks bounce with Dow hitting record high Marketwatch / Nick Godt

Treasuries Decline After Prices, Homebuilder Index Increase Bloomberg / Deborah Finestone

Emerging market risk spreads reach all-time low Reuters

Goldman Sachs gets temporary ban on MTS Reuters

Northern Trust profits rise 16% percent Bloomberg via Chicago Tribune / Danielle Kost

Oil Lease Chief Knew of Error, Report Asserts NTY Times / Edmund L. Andrews

KS: People who charge health-care expenses getting in debt trouble Kansas City Star / Julius A. Karash

Fed Gazette Federal Reserve Bank of Minneapolis

Stock prices fall on inflation fears AP via Seattle Post Intelligencer / Madlen Read

Wednesday’s Analysis / Marty Chenard

Southwest Airlines 4Q profit down 19 pct AP via Houston Chronicle

HSBC $ FT / Lex

Commerce Bancorp Probe Targets Execs NY Post / Roddy Boyd

CA: Uptick no reason to party Orange County Register / Jonathan Lansner

Federal Reserve Events Reuters

Foreclosure rates up big in December CNN / Les Christie

Refinance Applications Increase and Purchase Applications Decrease in this Week’s Survey Mortgage Bankers Association

US Nov net overall capital inflows up at $74.9 bln Reuters

Treasurys fall on stronger-than-expected production Marketwatch / Leslie Wines

Federal Probes, Pension Costs Can't Dent Muni Prices Bloomberg / Joe Mysak

Wholesale inflation above forecasts CNN

U.S. December Industrial Production Rises 0.4% Bloomberg / Shobhana Chandra

Tracking size of economic pie's slices Philadelphia Inquirer / Andrew Cassel

Sallie Digs In Forbes / Tim Doyle

Gold futures edge higher in early dealings Marketwatch / Myra P. Saefong

JPMorgan Net Rises 48% on Investment Banking, Trading Bloomberg / Justin Baer

State Street Fourth-Quarter Profit Rises 17% on Fees Bloomberg / Sree Vidya Bhaktavatsalam

McDonald's Profit Doubles on Chicken Wrap, Chipotle Bloomberg / Chris Burritt

OH: Economic recovery expected Cincinnati Enquirer / Clif Peale

Senators To Target Executive Benefit Washington Post / Lori Montgomery and Jeffrey H. Birnbaum

Sending an unclear message Marketwatch / Mark Hulbert

UK: Inflation hits 15-year high Guardian / Ashley Seager and Miles Brignall

UK: How high must the Bank of England go on rates as inflation rears its head once more? Independent / Jeremy Warner

BOJ Faces Credibility Test After Reports Predict Rate Delay Bloomberg / John Brinsley

Asia Receives Much-Needed Reminder From Bangkok Bloomberg / William Pesek


Economy stronger, but is it just the weather? Marketwatch / Rex Nutting

American New Economy Bides Its Time Investors Business Daily / Trang Ho

Mortgage losses put pressure on WaMu Seattle Times / Amy Martinez

Multifamily misdirection Marketwatch / Amy Hoak

Retail money funds rise in latest week AP via Beaufort Gazette

BofA, PNC and Wachovia hope to beat rate squeeze Marketwatch / David Weidner

Treasury bond prices gain despite data AP via Beaufort Gazette

The Big Three Tech Central Station / Arnold Kling

Rogers Says Oil Will Rise to $100 After `Correction' Bloomberg / Wendy Pugh and Yasumasa Song

Thursday's commodities roundup AP via Beaufort Gazette

Economic Outlook and Developments in Mortgage Markets Federal Reserve Board / Susan Schmidt Bies

Fed's Bies-inflation set to slow, risks remain Reuters / Ros Krasny

Baby Boom Gloom From Bernanke Forbes / Joshua Lipton

Petrodollars, Asset Prices, and the Global Financial System Pimco / Ramin Toloui

2007: The Year That External Weakness Overwhelms Internal Strength Pimco / Edward Devlin

Foreign central banks sell Treasuries in week –Fed Reuters

House repeals 'Big Oil' tax breaks Reuters / CNN

Sleuths track down inflation clues Dallas Morning News / Brendan M. Case

30-year mortgages hit highest level since November AP via South florida Sun Sentinel / Martin Crutsinger

KS: Outlook strong for real estate Wichita Eagle / Bill Wilson

IBM Profit Rises 11%; Shares Fall on Hardware Sales Bloomberg / Ville Heiskanen

Stocks Fall on Interest Rate Concerns AP via Washington Post / Madlen Read

In the money The Economist

Peaks, valleys and vistas The Economist

Social Security debate: It's back CNN / Jeanne Sahadi

Fannie Mae posts third-quarter loss-regulator Reuters

US mortgage rates unchanged on Thursday – BestInfo Reuters

E-Trade quarterly net income jumps 37% Marketwatch / Alistair Barr

Hedge funds bring in the money CNN / Grace Wong

The ivory trade The Economist

Road runners The Economist

BB&T, Fifth Third lead lower profits among banks Reuters / Jonathan Stempel

Canada: Monetary Policy Report Update pdf Bank of Canada

Rich man, poor man The Economist

EU: Not normal The Economist

MSRB Set To Propose New Rules Bond Buyer / Lynn Hume

Canada: Bonds fuel surging foreign investment in Canadian securities CP via Globe and Mail

Oil Briefly Falls Below $50 Per Barrel AP via Chicago Tribune / Stan Choe

Long-term fiscal challenges facing the United States Federal Reserve Board / Ben S. Bernanke

Bernanke Warns of Possible `Crisis' From Budget Gap Bloomberg / Scott Lanman and Craig Torres

Bernanke: Baby boomers threaten economy Reuters via CNN

Bernanke Warns Budget Could Hurt Economy AP via Baltimore Sun / Jeannine Aversa

U.S. Economy: Growth Rebounding Without Surge in Inflation Bloomberg / Shobhana Chandra and Bob Willis

Oil prices plunge on inventory report AP via Philadelphia Inquirer / Stan Choe

Bank of New York's Net Quadruples on Retail Unit Sale Bloomberg / Sree Vidya Bhaktavatsalam

Mellon earnings jump 15% to $898M Pittsburgh Tribune Review / Thomas Olson

New gates to storm The Economist

Mortgage rates turn higher CNN

CA: '06 housing stats tell a scary tale Sacramento Bee / Jim Wasserman

TREASURIES-Prices fall on housing starts, jobless claims Reuters

Treasurys hit by home construction, job reports Marketwatch / Leslie Wines

National and Regional Economic Conditions Federal Reserve Bank of Cleveland / Sandra / Pinalto

Upside inflation risks remain - Fed's Pianalto Reuters

Federal Reserve Events Reuters

US RATE FUTURES-Prospects for '07 Fed cuts sinking Reuters

Fed's soft landing right on track AP via New Jersey Herald

A Fed Adviser Plans to Leave Bloomberg via NY Times

Thursday’s Analysis / Marty Chenard

Gold holds above $630; India approves gold ETFs Marketwatch / Ciara Linnane

U.S. jobless claims post surprising drop last week Reuters

Surprising increase in industrial production Chicago Tribune / James P. Miller

Tribune auction ends in silence Chicago Tribune / Michael Oneal, Phil Rosenthal and Becky Yerak

Apple Profit Rose 78% in Quarter NY Times / John Markoff

What The Hill is Going On at Commerce Bank  NY Post / John Crudele

Cantor closing in on BGC Partners float $ FT / Peter Thal Larsen

Traders Back Suit, claim Thain Misled NY Post / Roddy Boyd

Dollar Approaches 4-Year High Against Yen; Consumer Prices Jump Bloomberg / Min Zeng and Ye Xie

Fewer Yuan in Wallets Is China's Next Headache Bloomberg / Andy Mukherjee

Bank of Japan holds rates steady FT / Michiyo Nakamoto

U.S. Consumer Prices Rose 0.5% Last Month; Core Rate Rose 0.2% Bloomberg / Joe Richter

U.S. Housing Starts Rose 4.5% in December to 1.642 Million Rate Bloomberg / Shobhana Chandra and Bob Willis

CA: Upward rent spiral may be slowing down LA Times / Annette Haddad

The hedge fund bezzle BBC News / Robert Peston

Merrill Profit Rises 68% on Trading, Private Equity Bloomberg / Bradley Keoun

Schwab more than doubles net income AP via LA Times

Eurozone inflation stable at 1.9% BBC News

Bank of England Breaks Stride to Restrain Wages Bloomberg / Mark Gilbert

US free trade discussions stumble BBC News

Mistakes Were Made?' Euphemisms Were Employed Bloomberg / Caroline Baum



Yahoo adds money management advice to its finance section AP via Salt Lake Tribune / Michael Liedtke

GE must restate earnings again $ FT / Francesco Guerrera

NY: Mixed bag on area median home prices Newsday / Carrie Mason-Draffen

Bobbing back up? The Economist

Mexico’s Economy Monopolies and tortillas The Economist

UK: National debt climbs above the £500bn mark London Times / Gabriel Rozenberg

Switzerland, Millionaire `Paradise,' May Raise Taxes Bloomberg / Simone Meier

Disentangling the Wealth Effect: Some International Evidence Federal Reserve Bank of San Francisco

New England Economic Indicators Federal Reserve Bank of Boston

TX: Hot Stats—Maquiladora Employment Federal Reserve Bank of Dallas

Fed to stay on hold throughout 2007 HVB Group via FXStreet

Fed's Hoenig says inflation is still too high Marketwatch / Greg Robb

Fed comments back view rates on hold for now Reuters via MSN

Fed Officials Say Inflation Is Key Risk as Economy Gathers Pace Bloomberg / Scott Lanman

Worker Ire Grows, GDP Share Shrinks as Profits Boom Bloomberg / Elliot Blair Smith

A Brief, Superficial, and Arbitrary History of Property-Price Collapses Safehaven / Fred Sheehan

Don't Forget the "Gold" in "Goldilocks" Euro Pacific via Safehaven / Peter Schiff

Natural-gas futures rally on weather forecasts Marketwatch / Myra P. Saefong & Ciara Linnane

Pump prices may inch down more AP via Houston Chronicle / Madlen Read

Washington events for Jan. 22 – 26 Marketwatch

2007: Year of the mega-buyout CNN / Grace Wong

Stocks are mixed on earnings reports AP via Beaufort Gazette / Tim Paradis

Sears Finance Chief Monaghan Resigns After 6 Months Bloomberg / Lauren Coleman-Lochner

GE Profit Rises 12%; Shares Fall on Tax Rate Concerns Bloomberg / Rachel Layne

JPMorgan Gives Dimon $13 Million in Restricted Stock Bloomberg / Justin Baer

California freeze actually helped some farmers AP via MSNBC

New Tax Hikes by Congress Will End the Bull Run for Stocks / Donald Luskin

Report Lists Possible Alternatives To Widely Disliked Minimum Tax Washington Post / Lori Montgomery

U.S. bankers group sees solid, slower 2007 growth Reuters

U.S. Jan. consumer sentiment jumps to 3-year high Reuters

No Fed rate cut in sight! Money and Markets / Mike Larson

TREASURIES-Bond prices down after robust sentiment data Reuters

Fretting about earnings CNN

Friday’s Analysis / Marty Chenard

TX: Foreclosure lists near 1989 record Dallas Morning News / Steve Brown

FL: PBC foreclosures soar 29 percent in 2006 Palm Beach Post / Linda Rawls

Oil slips, but price at pump barely dips Houston Chronicle / Brett Clanton

Oil Prices Edge Higher After Fall AP via Newsday / George Jahn

There Ought to Be a Law to Make Them Discuss Swaps Bloomberg / Joe Mysak

Treasurys slightly lower; consumer sentiment ahead Marketwatch / Leslie Wines

Economic Outlook Federal Reserve Bank of Richmond / Jeffrey M. Lacker

Federal Reserve Events Reuters

Too early to declare victory on inflation Marketwatch / Greg Robb

Richmiond Fed's Lacker identifies resurgent inflation as 'predominant' risk AFX via Forbes

A Hot New Way To Price Options Forbes / Matthew Rand

GE restates earnings since '01 CNN

GE's 4Q Earnings More Than Double Baltimore Sun

Motorola Profit Slumps 48%; Competition Hurts Prices Bloomberg / Ville Heiskanen

Citigroup Profit Rises 3.2% as Investment Bank Stalls Bloomberg / Justin Baer

Strange Things Happen in the Era of Small Returns Bloomberg / Chet Currier

Economy Seems to Be Holding Its Own, but Inflation Risk Persists NY Times / Louis Uchitelle

Japan's 10-Year Bonds Head for Weekly Gain After Rate Decision Bloomberg / Issei Morita

Inflation down – but far from conquered Christian Science Monitor / Ron Scherer

Americans Souring on Free Trade Amid Optimism About Economy Bloomberg / Matthew Benjamin

BOJ Keeps Carry Trade Alive and Well -- for Now Bloomberg / William Pesek

Yen Heads for Second Week of Losses as BOJ to Keep Rates Low Bloomberg / Stanley White


NYSE Pros Get 6 Months NY Post / Roddy Boyd

New Rules Still Allow Congress Many Perks Washington Post / John Solomon

CA: Real estate market shifting Mercury News / Sue McAllister

OR: Tougher mortgage lender rules planned Oregon Mail Tribune

Treasury Two-Year Note Yields Rise to Five-Month High This Week Bloomberg / Deborah Finestone

Credit Swaps And Bond Yields Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

U.S. Stocks Decline in Week on Concern Profit Growth Will Slow Bloomberg / Michael Patterson

Gold Will Explode Higher in 2007 Technical Market Indicator via Safehaven / Robert McHugh

Yen Drops to Lowest in Four Years Versus Dollar on BOJ Outlook Bloomberg / Min Zeng

China ends major financial policy meeting AP via IHT

FL: Lots of jobs, but are they right ones? Palm Beach Post / Jeff Ostrowski

Up Quarter Ends Rough Year for Citigroup NY Times / Eric Dash

Stocks finish mostly up despite disappointments AP via NY Times

European 10-Year Bonds Post Weekly Gain on Slowing Inflation Bloomberg / Gavin Finch

Trade Deficit Stubbornly Defies the Dollar’s Slide NY Times / Eduardo Porter and Mark Landler


Hedge fund deposits fall 64% in 4th quarter San Antonio Express Courier

CO: Program offering 40-year loans Denver Post / Margaret Jackson

Day trading rises again, but without the frenzy LA Times via Houston Chronicle / Walter Hamilton

Bonding with ETFs Marketwatch / John Spence

NFL's biggest winner: Bulls, not bears CNN / Chris Isidore

Fannie and Freddie are in dire need of some tough love St. Louis Post Dispatch / David Nicklaus

Senators to explore airline merger USA Today / Marilyn Adams

NASD, NYSE closer to merging regulatory units Marketwatch / Jonathan Burton

Tech-Related Demand for Area Codes Falls AP via Baltimore Examiner

Fed chief hints at investment issues raised by budget woes Pittsburgh Tribune Review / Gregory M. Drahuschak

What is a soft landing Miami Herald

Chairman Barney Frank's "Boat" and What It's Full Of TownHall / George Will

Tech may face critical moment LA Times / Tom Petruno

Here come the earnings – really CNN / Alexandra Twin

Airline upturn is cue for industry merger dance St. Petersburg Times / Steve Huettel

Economy enjoying bit of pop Marketwatch / Greg Robb

Pay forecast to rise faster than inflation in '07 Baltimore Sun / Molly Selvin

Is your spending average? Dallas Morning News / Scott Burns

NJ: Higher wages challenge restaurants NJ Record / Kevin G. DeMarrais

Home Sales Steady, Durables Orders Jump: U.S. Economy Preview Bloomberg / Carlos Torres

Colo. real estate a house divided Denver Post / Aldo Svaldi

MD: Houses for sale stand vacant Baltimore Sun / Lorraine Mirabella

L.A. may dodge bullet to condo market LA Daily News / Gregory J. Wilcox

Federal problems require personal actions Philadelphia Inquirer / Jeff Brown

Suffer no bad broker NY Post / Gregory Bresiger

Poland: Looking west for work LA Times / Jeffrey Fleishman

Bush Seeks Shift in Health Coverage Washington Post / Michael A. Fletcher

Buy Into Them, and Forget Them AP via Washington Post / Tim Paradis

Appraisers rage against the machine: Home assessors accuse database corporation of stealing their work Boston Herald / Kenneth R. Harney

Bank of Japan praised for not hiking interest rates AP via Malaysia Star

Hard Times for TIPS. Time to Buy? Wall Street Journal / Michael A. Pollock

PA: Two local money managers delve into mutual funds Pittsburgh Post Gazette / Len Boselovic

How to Corral an Index Fund (With a New Rope) US News and World Report via NY Times / Paul J. Lim

Intraday pricing of mutual funds hasn't caught on Marketwatch / Chuck Jaffe

What Short Sellers Tell You About a Stock Wall Street Journal / Karen Richardson

Getting More of What the Markets Give Wall Street Journal / Jonathan Clements

Why Backdated Options Might Be Contagious Marketwatch via NY Times / Mark Hulbert

Cash-Out Refinancing on the Rise Wall Street Journal / Amy Hoak

Health care's woes on a lot of minds Pittsburgh Post Gazette / Steve Massey

UK: Why the rate rise? We haven't got a runaway economy Independent / Mark Tinker

UK: Booming Britain at risk of blow-out Guardian – Observer / Richard Wachman

UK: Don't play inflation by the book Guardian – Observer / William Keegan

UK: With wages and inflation tamed, the days of savage downturns should be over Independent / Bill Robinson

Western bankers and lawyers 'rob Africa of $150bn every year' Guardian – Observer / Nick Mathiason



US productivity growth lowest for decade FT / Chris Giles

Seeking the centre The Economist

Heads, I win; tails, you lose Marketwatch / Mark Hulbert

What's next for the Gap? Fortune via CNN / Jennifer Reingold

Gap dumps CEO after poor shopping season AP via Akron Beacon Journal / Michael Liedtke

Dow Ends Down 88 on Tech Concerns AP via Allentown Morning Call / Madlen Read

India: Outsourcing your accounts Marketwatch / Gail Liberman and Alan Lavine

Turmoil At Citi Forbes / Liz Moyer

Today's cell phones no longer just for talking St. Louis Post Dispatch via Akron Beacon Journal / Jerri Stroud

Fed on ‘perma-pause’? $ FT / John Authers

No simple answers on wage inflation - Fed's Yellen Reuters

Chicago Fed chief to retire Chicago Tribune / James P. Miller

Chicago Fed President Announces Retirement; Search Underway for Successor Federal Reserve Bank of Chicago

The U.S. Economy in 2007: Prospects and Puzzles pdf Federal Reserve Bank of San Francisco / Janet L. Yellen

What's a penny (or a nickel) really worth? pdf Federal Reserve Bank of Chicago / Federal Reserve Bank of Chicago / Francois R. Velde

Economic Outlook Symposium: Summary of 2006 results and forecasts for 2007 pdf Federal Reserve Bank of Chicago /  William A. Strauss and Emily A. Engel

US mortgage rates unchanged on Monday – BestInfo Reuters

Investor optimism at highest level since Jan. 2004 Marketwatch / Alistair Barr

TREASURIES-Debt prices rise on weaker stock market Reuters

Wall Street down on earnings fears FT / Michael Mackenzie

Dow Falls Most in 2 Months on Profit Concern; Motorola Retreats Bloomberg / Michael Patterson

US STOCKS-Indexes slide on tech outlook, Boeing downgrade Reuters / Emily Chasan

Foolproof Morgan Stanley / Stephen Roach

Three Disconnects Morgan Stanley / Richard Berner

Gold rises, but pares gains on oil, dollar moves Marketwatch / Myra P. Saefong

Oil Prices Climb Above $53 a Barrel AP via Allentown Morning Call

Could oil reserves prompt an end to embargo? Miami Herald / Martha Brannigan

Stocks Tumble In Early Trade Investors Business Daily / Vincent Mao

A Tale of Two Markets Weekly Wrap Up via Safehaven / Jay DeVincentis

Isn't the Capital Surplus a Good Thing? Ludwig von Mises Institute / Robert P. Murphy

Summers, Trichet Warn Davos Party-Goers They Underestimate Risk Bloomberg / John Fraher

Japan: Not Jumping Off a Bridge Morgan Stanley / Robert Alan Feldman

Schultz's bad news outweighs his good news Marketwatch / Peter Brimelow

Emerging Markets – A Look Back, A Look Ahead Pimco / Curtis Mewbourne

FL: These realtors know their niche Orlando Sentinel / Jerry W. Jackson

TREASURIES-Prices moderately higher before auction details Reuters / Richard Leong

Chicago Fed national activity rises higher in Dec Reuters

Amazon upgrade stirs Net stocks higher Marketwatch / Ben Charny

Monday’s Analysis / Marty Chenard

Dollar Approaches Four-Year High Before Speech by Fed's Yellen Bloomberg / Annie Pinkert and Aaron Pan

Crude Oil Rises as Colder U.S. Weather Increases Fuel Demand Bloomberg / Mark Shenk

UK economy 'to see strong growth' BBC News

Federal Reserve Events Reuters

Stocks Slip Ahead of Earnings Reports AP via Baltimore Sun / Madlen Read

Citigroup's Krawcheck to Return to Wealth Management Bloomberg / Justin Baer

U.S. May Lose Its Place as World's Finance Leader, Study Says Bloomberg / Yalman Onaran

Japan Economy Rising Despite Flat Prices AP via Newsday / Hiroko Tabuchi

Four Wall Street Firms Are Subpoenaed on Online Gambling NY Times / Andrew Ross Sorkin and Stephanie Saul

OPEC Dumps Treasuries at Fastest Pace Since 2003 on Oil Slide Bloomberg / Bo Nielsen and Daniel Kruger

Japan's 5-Year Notes Rise; BOJ's Fukui Avoids Comments on Rates Bloomberg / Issei Morita

Goldman, Deutsche Bank Say Double Down After Commodities Loss Bloomberg / Saijel Kishan and Tan Hwee Ann

Dollar May Rise on Speculation Growth Will Prevent Fed Rate Cut Bloomberg / Kosuke Goto and Stanley White

China: Banks to prepare for Basel II China Daily / Zhang Lu

Asian Central Bankers Call for Protection From Inflow Bloomberg / Shamim Adam and Clarissa Batino


Corporate Reform Begins Abroad? Daily Standard / Irwin Stelzer

Curb your enthusiasm about housing recovery Business Week via MSNBC

Can-Do And Fondue Forbes / Stephane Fitch

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

Oil Jumps Most in 16 Months on U.S. Plan to Increase Reserve Bloomberg / Mark Shenk

Bond market hit by wave of new supply Reuters / Burton Frierson

Service Sector Conditions Survey pdf Federal Reserve Bank of Richmond

Gold, M3, and Willingness to Lend Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

Richmond factory survey slips, but charts optimism Reuters

Good news and bad news for Yahoo CNN / Paul R. La Monica

Short-term Interest Rates and the US Stock Market Speculative Investor via Safehaven / Steve Saville

AMD earnings take big hit CNN

FL: Premiums may fall, but all bets are off if catastrophe strikes South Florida Sun Sentinel / Jason Garcia and John Kennedy

UK: Pound close to $2 exchange level BBC News

Wall Street Rises on Earnings Optimism AP via Baltimore Sun / Joe Bel Bruno

Tuesday’s Analysis / Marty Chenard

U.S. Economy: Leading Indicators Signal Quicker Economic Growth Bloomberg / Courtney Schlisserman

Fixing Health Care Without Destroying It National Review / Thomas E. Nugent

Why rates for CDs vary: So do banks' cash needs Philadelphia Inquirer / Jeff Brown

Muscling Out The Exchanges Forbes / Liz Moyer

Bank of America profit rises 47 percent Reuters / Jonathan Stempel

Wachovia 4Q profits up 35% AP via Charlotte Observer

For ETFs, a new world order Marketwatch / Bill Donoghue

Are Shares of Exchanges Becoming Too Expensive? Bloomberg / David Wilson

Another tech hang-up looms CNN

Xerox 4Q Profit Down 24 Percent to $214M AP via Forbes

VC investing highest since 2001 CNN / Grace Wong

Yahoo!'s Quarter To Forget Forbes / Rachel Rosmarin

Wall Street faces further weakness FT / Michael Mackenzie

Alcatel-Lucent warning $ FT / Lex

Low Default Rates to Rise in 2007: Report / Helen Shaw

Treasurys flat ahead of leading indicators Marketwatch / Wanfeng Zhou

Pimco, ING, Axa Say Venezuelan Bonds Will Rally, Chavez to Pay Bloomberg / Agnes Lovasz

Fidelity's Spreadbury Seeks Yield Edge in Kazakh, Russia Bonds Bloomberg / John Glover

Ridiculous U.S. Tax System Goes From Bad to Worse Bloomberg / Chet Currier

WTO chief could step in to save Doha Guardian / David Gow

Trade ministers may revive WTO talks FT / Andy Bounds

The Top 10 Disrupters Of 2006 Forbes / Hannah Clark and Arlyn Tobias Gajilan

IRS Probing 501(c)(3) Debt Bond Buyer / Alison L. McConnell

Boomers' big inheritance: Is it enough? Christian Science Monitor / Mark Trumbull

US' rich-poor divide growing wider than ever AFP via Taipei Times

Short-term Interest Rates and the US Stock Market The Speculative Investor via Safehaven / Steve Saville

Under Fire, Gap Chief Steps Down NY Times / Michael Barbaro and Andrew Ross Sorkin

Yahoo May Post Slower Revenue Growth After Delaying Ad Software Bloomberg / Jonathan Thaw

Japan: A Few BOJ Members Suggested January Rate Rise, Minutes Show Bloomberg / Mayumi Otsuma

Mexico: Calderón's challenge: Confronting monopolies Christian Science Monitor / Sara Miller Llana

Thai Central Bank May Cut Interest Rate Again, Atchana Says Bloomberg / Craig Stirling

Petrodollars Will Test Asia's Dollar Fixation Bloomberg / Andy Mukherjee


Nasdaq Surges 1.4% On Heavier Trade Investors Business Daily / Vincent Mao

Refinance Applications and Purchase Applications Both Decrease in this Week's Survey Mortgage Bankers Association

UK: Plenty of Reasons for the Bank of England to Remain Hawkish Northern Trust via Safehaven / Victoria Marklew

Budget Deficit Estimates See Contraction AP via NY Times

Spread the wealth Marketwatch / John Prestbo

Treasury bond prices hold steady AP via Beaufort Gazette

Wednesday's commodities roundup AP via Beaufort Gazette

Being Debt-Free Isn't Always All It's Cracked Up to Be / Kelli B. Grant

Casting a long shadow The Economist

KS: Passengers, total capacity declined at airport in '06 Wichita Eagle / Molly McMillin

Real estate: Who's buying now CNN / Les Christie

CO: Denver-area apartment vacancy rate at 5-year low Rocky Mountain News / John Rebchook

Why News Corp. Likes Newsday Forbes / Louis Hau

McDonald's -- Billions And Billions Earned Forbes / Joshua Lipton

Dow at record after Yahoo, Sun spur tech rally Reuters / Emily Chasan

Ford May Report Worst Loss in History AP via Baltimore Sun / Tom Krisher

EBay Profit Rises 24% on Sales Growth, PayPal Use Bloomberg / Danny King

Reward for risk shrinks as yields fall Reuters

CBO projects $172 billion deficit AP via Baltimore Sun / Andrew Taylor

CO: Unemployment rate at five-year low Rocky Mountain News / James Paton

Big Bank Stops Effort to Change Law Limiting Growth NY Times / Eric Dash

If Fed Funds Rate “Fails” To Fall Pimco / Paul McCulley

Fed's Plosser sees core inflation too high-paper Reuters

Haines: Suit Could Close CPO Bond Buyer / Lynn Hume

Making Kids Worthless: Social Security's Contribution to the Fertility Crisis Ludwig Von Mises / Oskari Juurikkala

Calif. mortgage defaults jump 145 percent UPI

Wednesday’s Analysis / Marty Chenard

Stocks Stage Early Morning Charge Investors Business Daily / Vincent Mao

Tech Rally Drives Gains / Mark Glassman

Broad tech advance leads market higher Reuters / Caroline Valetkevitch

The dynamic middle? Marketwatch / Mark Hulbert

Cingular 4Q profit nearly quadruples AP via Contra Costa Times / Michelle Roberts

Home builders take breather Palm Beach Post / Pat Beall

Congressman: War Costs to Hamper Deficit AP via Baltimore Examiner / Andrew Taylor

An Excellent Economic State of the Union National Review / Larry Kudlow

U.S. budget has 'cancer,' official says Cox News via Myrtle Beach Sun / Gerry Smith

Returns bloom on long-term CDs McClatchy via Myrtle Beach Sun / Paul Gores

TD Banknorth profit rises 50% Globe and Mail / Tavia Grant

Bank of England hiked rates in tight 5-4 vote Marketwatch / Steve Goldstein

Wealth gap tests Mexico's conservative new leader Christian Science Monitor / Sara Miller Llana

Canada: Economy to take a breather Globe and Mail / Tavia Grant

US home loan demand drops as interest rates rise Reuters / Julie Haviv

Fourth-Quarter Economic Figures Don't Add Up Bloomberg / Caroline Baum

Federal Reserve Events Reuters

Fed Will Hold Rate, Stay Focused on Inflation Bloomberg / John M. Berry

Bond Risk at Record Low in Europe, Default Swaps Show Bloomberg / Hamish Risk and John Glover

Kentucky Bond Fight Confronts U.S. Supreme Court Bloomberg / Joe Mysak

Consumer Earnings May Be Critical for U.S. Stocks Bloomberg / David Wilson

McDonald's fourth-quarter profit surges AP via MSNBC

New Home Depot CEO could get $8.9M CNN / Grace Wong

CO: More to be spent on apartment rent Denver Post / Margaret Jackson

Oil prices fall on rise in supplies AP via Dallas Fort Worth Star Telegram

Davos Economists Say Derivatives Demand Creates Risk Bloomberg / John Fraher

World economy 'set for good 2007' BBC / Tim Weber

Reworking the A-List NY Times / Mark Landler

Britain's Economy Grows at Fastest Pace Since 2004 Bloomberg / Brian Swint

UK: Bank voted 5-4 for rate increase BBC News



Prices of fresh oranges could double Palm Beach Post / Susan Salisbury

Americans Confess to the Urge to Splurge US News and World Report / Paul J. Lim

Wall St ‘will not regain business’ FT / Gillian Tett and David Wighton

Economic Review Federal Reserve Bank of Kansas City

Fed funds futures see no rate moves through June 2007 Marketwatch / Tomi Kilgore

Can't pay? Won't pay The Economist

TX: D-FW home prices rise modestly Dallas Morning News / Steve Brown

Xbox marks the spot for Microsoft CNN / Rob Kelley

Billion dollar pills The Economist

Dow ends down 119 on lower home sales AP via Houston Chronicle / Tim Paradis

2006 Cell Phone Shipments Top 1 Billion AP via Newsday / Bruce Meyerson

Germany: Beggar thy neighbour The Economist

EU: The squeeze is on The Economist

Canada: Monetary Policy and Developments in the Global and Canadian Economies Bank of Canada / David Dodge

Understanding Ratings Bond Buyer / Matthew Hanson

Treasuries Decline After $13 Billion Auction of Five-Year Notes Bloomberg / Annie Pinkert

Bonds extend losses after 5-year note auction Reuters

Dow industrials see triple-digit losses as bond yields spike Marketwatch / Ciara Linnane

Paulson, Bernanke Study Growth in Financial-Markets' Leverage Bloomberg / Rich Miller

Nasdaq, S&P fall 1 pct on economy worries Reuters

Mortgage rates mixed on steady growth CNN

Is Gold Poised To Surprise? via Safehaven / Captain Hook

London Exchange rejects Nasdaq offer AP via Akron Beacon Journal / Robert Barr

U.S. existing home sales slip modestly in December Reuters

MI: Dis-ARM-ing Detroit News / Eric Morath

How the very rich invest their wealth Fortune via CNN / Katie Benner

Federal Reserve Events Reuters

Thursday’s Analysis / Marty Chenard

New Adobe CFO: A $1 Billion Man? / Stephen Taub

Dow Down, Nasdaq Up in Early Trading AP via Baltimore Examiner / Tim Paradis

Commodities' obituary premature? Marketwatch / Peter Brimelow

Crude Is Little Changed; Colder Weather Boosts Demand for Fuel Bloomberg / Eduard Gismatullin

Global interest rates in 2007 Reuters

China’s economy grows fastest in 11 years FT / Richard McGregor

Senate fails to OK minimum wage increase AP via Home News Tribune

U.S. jobless claims rise 36,000 in latest week Reuters

Postholiday headache overwhelms many in debt AP via Chicago Tribune / Eileen Alt Powell

U.S. home foreclosures up 42 pct in 2006 – study Reuters

TX: Home prices stay strong in the area Houston Chronicle / Nancy Sarnoff

Ford Posts Record Loss of $12.7B in 2006 AP via Newsday / Tom Krisher

AT&T's Profit Rises 17% on Acquisitions, Cingular Bloomberg / Crayton Harrison

Hedge Funds Flee Tax Haven in Virgin Islands, Hounded by IRS Bloomberg / Ryan J. Donmoyer

IRS Pushes Back Tax Filing Deadline AP via South Florida Sun Sentinel / Jim Abrams

Democrats Make Another Try to Curb Executive Pay Bloomberg / Graef Crystal

Oil prices rise on sign that OPEC is complying with pledges AP via Houston Chronicle

Incomes and Inequality: What the Numbers Don’t Tell Us NY Times / Tyler Cowen

Hedge Fund Chiefs, With Cash, Join Political Fray NY Times / Landon Thomas, Jr.

Yen Rises for Third Day; Suda Says BOJ Must Avoid Rates Delay Bloomberg / Stanley White and Ron Harui

China Economy Grows Faster Than Expected for Quarter Bloomberg / Nipa Piboontanasawat

UK: Governor fails to be boring as the guessing game over interest rates takes another twist Independent / Michael Harrison

UK: The economy's strong, so why be grumpy? Independent / Hamish McRae

Bush's gambit on health insurance Christian Science Monitor / Mark Trumbull and Gregory M. Lamb

Oil Trades Little Changed After Rising on Increased U.S. Demand Bloomberg / Gavin Evans

South Korean Economic Growth Slows to 0.8% on Exports Bloomberg / Seyoon Kim


MA: Home-sale wait gets longer: December figures worst recorded Boston Herald

McDonald's goes 24/7 Business Week via MSNBC / Michael Arndt

Alternative minimum tax can bite you Marketwatch / Andrea Coombes

Can Ethanol Power the Rural Economy? pdf Federal Reserve Bank of Kansas City

Stock Market Report pdf Federal Reserve Bank of Boston

The Fed's pregnant pause CNN / Paul R. La Monica

FOMC to remain at rest next week Marketwatch / Greg Robb

The Economy Is Stronger Than All the Rate-Cut Bettors Think / Donald Luskin

Higher Interest Rates Mean Trouble Ahead Euro Pacific via Safehaven / Peter Schiff

The slope of hope in the bond market Marketwatch / Mark Hulbert

Oil Rises as Cold Boosts U.S. Demand, OPEC Readies Supply Cut Bloomberg / Matthew Leising

CRB Dominated by Oil Zeal via Safehaven / Adam Hamilton

Caution Ahead of the Fed / Mark Glassman

Bears Wait for the Dam To Break Fall Street via Safehaven / Brady Willett

Bank of America in talks with Countrywide – report Marketwatch / David Weidner

CNBC's Bartiromo Flies Into Citigroup Controversy Bloomberg / Howard Kurtz

Amaranth Says Half of Remaining Capital Returned to Investors Bloomberg / Jenny Strasburg

Republican Debt Lew Rockwell / George Giles

Trade impasse `undermines' the global economy AP via Long Beach Press Telegram / Bradley S. Klapper

Protectionist Threats: Then and Now Morgan Stanley / Stephen Roach

Thain Seeks Bond Comeback for New York Stock Exchange Bloomberg / Christine Richard and Edgar Ortega

Treasurys drop on durables, homes data Marketwatch / Nick Godt & Leslie Wines

CA: Sutter's bond plan advances Sacramento Bee

Oil Update: Fast Forward Morgan Stanley / Richard Berner

Gold futures move lower but set for weekly gain Marketwatch / Myra P. Saefong & Polya Lesova

Protectionism and Currencies Morgan Stanley / Stephen Jen

Accelerating the Rate of Crawl of USD/CNY Morgan Stanley / Stephen Jen

CO: Lenders misread Denver market Denver Post / David Olinger

The most expensive suburbs by city Business Week via MSNBC / Maya Roney

U.S. December New-Home Sales Rise More Than Forecast Bloomberg / Courtney Schlisserman

Sales of New Homes Plummet in 2006 AP via Chicago Tribune / Martin Crutsinger

Forecasters: Little chance for recession Denver Post / Aldo Svaldi

Stocks turn weaker CNN

Friday’s Analysis / Marty Chenard

Bad News Bears Forbes / James Brady

Caterpillar Net Rises on Machinery Sales Overseas Bloomberg / Gillian Wee and Carol Wolf

Senate targets abuse by credit card firms NY Post / Paul Tharp

Legislation would relax Cuba policy Washington Post / Steve Hirsch

EU: Tipping Point Morgan Stanley / Eric Chaney

Durable goods climb in December Reuters via CNN

Rally Leaves a Gold-Basher Just a Little Abashed Bloomberg / Chet Currier

States Should Follow Illinois, Get Out of Gambling Bloomberg / Joe Mysak

A Great Moderation, But Global Diversification Is Still A Great Deal Pimco / Richard H. Clarida

Wal-Mart And The Great Income Divide Forbes / Martin T. Sosnoff

Nasdaq Won't Raise Offer for London Stock Exchange Bloomberg / Nandini Sukumar

Getting a Second Life in Davos Fortune via CNN / David Kirkpatrick

Oil Prices Edge Up After Previous Tumble AP via LA Times

Secret IRS Audits Keep Taxpayers, Muni Bond Investors in Dark Bloomberg / Christine Richard and William Selway

Bush Touts Health-Care Plan as Cost Control Washington Post / Michael A. Fletcher and Christopher Lee

Tremors at the Door NY Times / Vikas Bajaj and Christine Haughney

Delays Limit Robust Sales at Microsoft NY Times / Steve Lohr

Japan's Inflation Slows, Weakening Case for Rate Rise Bloomberg / Mayumi Otsuma

Yen Set for Weekly Loss as Inflation Data Weaker Than Expected Bloomberg / Kosuke Goto and Ron Harui

BRICs Deserve Bigger Say in Global Economic Wall Bloomberg / William Pesek


Qwest may face fight for money Denver Post / Andy Vuong

Trade Ministers Agree to Restart Talks on Global Deal Bloomberg / Rich Miller

Treasury 10-Year Note Yields Rise to Five-Month High This Week Bloomberg / Annie Pinkert

Economic reports cast doubt on interest rates AP via Contra Costa Times / Joe Bel Bruno

Market Update: Check, Please! TradingTheCharts via Safehaven / Dominick

WTO Powers Hopeful Despite Talks Failure AP via Baltimore Examiner / Bradley S. Klapper

Lessons from two automakers AP via Long Beach Press Telegram / Tom Krisher

U.S. Stocks Fall This Week; Dow's Worst Slide in 2007 Bloomberg / Michael Tsang

CA: San Diego economy at a crawl, experts say San Diego Union Tribune / Bruce V. Bigelow

A Contrarian View: Save Less, Retire With Enough NY Times / Damon Darlin

Intel, IBM unveil new chip technology Reuters via CNN

Gap Is in Need of a Niche NY Times / Michael Barbaro and Hillary Chura

Ford's top executive tries to rally troops Kansas City Star / Steve Everly

FL: Money, homes are lacking St. Petersburg Times / James Thorner

Dollar Rises Third Straight Week as Durable Goods, Housing Gain Bloomberg / Ye Xie and Min Zeng

Money Honey in hot water over freebies from Citicorp Boston Herald / Jesse Noyes

Citigroup May Cut Jobs in Plan to Reduce $1 Billion in Costs Bloomberg / Justin Baer

Is oil-rich Mexico spending too much? LA Times / Marla Dickerson

Trichet worries risks may be underpriced Marketwatch / William L. Watts

Trade ministers see signs of life in Davos Marketwatch / William L. Watts

ECB's Trichet to Examine M3 Data `Very Carefully' Bloomberg / Andreas Scholz and John Fraher



Investors wonder how long US rates can remain static FT / Chris Flood

ECB warns on ‘unstable’ financial markets FT / Gillian Tett

HSBC offers 6 percent interest online AP via Beaufort Gazette / Eileen Alt Powell

Dividends are on the rise Chicago Tribune via Allentown Morning Call / Andrew Leckey

CA: Subprime's grip slips Orange County Register / Matthew Padilla

France and Italy are lagging behind Germany's robust economy and should follow its lead in reforms to catch up Taipei Times / Melvyn Krauss

How High Must Interest Rates Go To Stop a Boom? Brookes News via Safehaven / Gerard Jackson

CA: Home losses loom Sacramento Bee / Jim Wasserman

Handful who sit on Fed panel have power over your pocketbook AP via San Diego Union Tribune / Jeannine Aversa

Bernanke's Fed: more open, easier to read Reuters / Mark Felsenthal

More Jobs, Rising Incomes Boost Spending: U.S. Economy Preview Bloomberg / Joe Richter

It's just no use trashing junk bonds LA Times / Tom Petruno

Stocks: Everything hits at once CNN / Alexandra Twin

Deutsche Telekom Cuts Earnings Forecasts for 2007 Bloomberg / Kenneth Wong

Competition hits Deutsche Telekom BBC News

Foreign Stocks Still Hold Their Shine Wall Street Journal / Gregory Zuckerman

Buy on the 52-Week High and Ride Higher Wall street Journal / Jaclyne Badal

MO: Electronic market swings for the fences Kansas City Star / Mark Davis

Wall Street wants to be Grandma's landlord Seattle Times / Rami Grunbaum

The two essential financial truths Philadelphia Inquirer / Jeff Brown

A look at how home mortgages operate around the globe LA Times / Lew Sichelman

PA: Seeing gold at the end of the privatized road Pittsburgh Post Gazette / Bill Toland

Trading punches LA Times / Walter Hamilton

Can the Fed Prevent Deflation? Does it want to? via Safehaven / M.A. Nystrom

Richmond Fed president offers economic insights Richmond Times Dispatch / Bob Rayner

7 Months, and Still No Rate Cut NY Times / Conrad De Aenlle

The U.S. Is Losing Market Share. So What? NY Times / Daniel Gross

The Hard Rain That’s Falling on Capitalism NY Times / Ben Stein

Upcoming earnings reports could create a clearer picture Pittsburgh Tribune Review / Gregory M. Drahuschak

A Growing Aversion to Ticker Symbols NY Times / Andrew Ross Sorkin

Still Up, Still Positive, Bu Caution is Advised Cycles News and Views via Safehaven / Tim Wood

Cautious NYSE fears Fed's next day of judgment AFX via Taipei Times

What to do when a penny is worth more than a penny Pittsburgh Tribune Review / Len Boselovic

Don't expect America to walk the talk on fuel Independent / Chris Walker

PA: Pittsburgh's possibilities are being forsaken Pittsburgh Tribune Review / Jack Markowitz

Saudi Officials Seek to Temper the Price of Oil NY Times / Jad Mouawad


Fed may not touch rates -- and that could be good for stocks Wall Street Journal via Pittsburgh Post Gazette / Peter A. McKay

Pay No Attention to That Crazy Man on TV Slate via Bondhead Referral / Henry Blodget

Paybacks Ahead? Morgan Stanley / Richard Berner

Review and Preview Morgan Stanley / Ted Wieseman

Number of vacant homes for sale surges 34% Marketwatch via Bondhead Referral / Rex Nutting

Oil's Down. Time To Buy? Forbes

Managers find '06 difficult to keep up winning ways Marketwatch / Murray Coleman

Falling yen sparks carry trade alert FT / Gillian Tett and Peter Garnham

UN chief seeks climate change summit FT / Fiona Harvey, Caroline Daniel and John Aglionby

Hawks Descend On Fed Forbes / Paul Maidment

Blue chips up as Altria surges; Fed decision looms Reuters

Stocks rise moderately on merger news AP via Dallas Fort Worth Star Telegram / Tim Paradis

Monday’s Analysis / Marty Chenard

CNBC's Bartiromo Irks Professors Over Citigroup Ties Bloomberg / Justin Baer and Michael White

Inflation and War Finance Texas Straight Talk via Safehaven / Ron Paul

Gold holds ground near $645 ahead of rate decision Marketwatch / Myra P. Saefong & Polya Lesova

Unbowed and unbonded Marketwatch / Peter Brimelow

Davos Elite Brushes Off Policy Makers' Warnings of End to Boom Bloomberg / Adrian Cox

Verizon Profit Declines 38% as Network Costs Increase Bloomberg / Crayton Harrison

Stocks stay in place at open CNN

Federal Reserve Events Reuters

Oil Prices Hover Above $55 a Barrel LA Times

Merrill Lynch to Buy First Republic Bank Newsday

How to Beat Hedge-Fund Bullies / Helen Shaw

Citigroup's Prince Faces the Law of Large Numbers Bloomberg / David Pauly

JGB 20-yr yield hits 3-mth high as curve steepens Reuters / Masayuki Kitano

Dollar rises against yen in Asia trading AP via Houston Chronicle

Treasury Sales May Decline to Five-Year Low as Deficit Shrinks Bloomberg / Deborah Finestone

Fitch Lowers Michigan Bond Buyer / Elizabeth Carvlin

Billionaire Spencer, Derivatives King, Elbows ICAP Past Cantor Bloomberg / Stephanie Baker-Said

Electronic money and inflation Brookes News / Dr. Frank Shostak

UK: Why globalisation may grant the Bank of England its wish for low pay rises Independent / Stephen King

The spirit of Davos brings Doha trade talks back from the dead Independent / Jeremy Warner and Susie Mesure

Barclays, Standard Chartered Are Yen Bears on Rates Bloomberg / Aaron Pan and Ron Harui

Yen Falls as Government Report Shows Flagging Consumer Spending Bloomberg / Stanley White and Ron Harui

Bernanke, Trichet May Find Cheaper Oil Raises Inflation Risks Bloomberg / Matthew Benjamin and Simon Kennedy

Gold May Extend Rally as Oil Gain Revives Inflation Concern Bloomberg / Choy Leng Yeong

Crude Oil Rises a Second Day as Cold Weather Boosts U.S. Demand Bloomberg / Gavin Evans

Japan's Retail Sales Fall; Spending Slump May Deepen Bloomberg / Jason Clenfield


How Bernanke has won Wall Street’s grudging respect $ FT / Krishna Guha

Spreads compress as Treasury yields fall Reuters

The decline of Fed drama FT / Michael Mackenzie and Richard Beales

The Fed: A Tilt Toward the Tighter Side? Business Week via MSNBC / Kim Rupert

FL: To state workers: get fit or lose your job? Christian Science Monitor / Richard Luscombe

American Century Heritage Fund manager Kurt Stalzer is Stockpicker of the Year Marketwatch / Jonathan Burton

Chicago Merc profit rises 35 percent Bloomberg via Chicago Tribune / Bo Nielsen

MA: Foreclosures double: Hub’s hit 1,007 in 06 Boston Herald / Jerry Kronenberg

AZ: Home builders unfazed by delay in dam bypass Las Vegas Review Journal / Jennifer Robison

Builders Dominate Leadership... Fundamental Alert via Safehaven / Mark McMillan

Dow ends up 33 as investors await Fed AP via Akron Beacon Journal / Joe Bel Bruno

Senate Clears Way for Minimum Wage Vote AP via Washington Post / Jim Kuhnhenn

Major home markets' slump continues CNN / Les Christie

ABC/WashPost US Consumer Comfort Index holds at -3 Reuters

Oil climbs near $57 on stockpile jitters Reuters via CNN

U.S. Stocks Rise; Oil's Biggest Rally in 16 Months Lifts Exxon Bloomberg / Eric Martin and Nick Baker

Bank of America's growing pains, possible relief in mortgage business AP via San Diego Union Tribune / Ieva M. Augstums

Inflection Point / Lori Calabro

Bonds firm, shrug off buoyant consumer confidence Reuters

US home prices fell in November - S&P/Case Shiller Reuters

Countrywide profit misses views, sees tough 2007 Reuters / Jonathan Stempel

Good growth means Fed won't cut interest rates Marketwatch / Dr. Irwin Kellner

Bernanke's Conundrum: Job Market Refuses to Slow With Economy Bloomberg / Scott Lanman

"Price Gouging" Is Essential and Humane Ludwig Von Mises / Angelo Mike

Consumer Confidence in U.S. Approaches 5-Year High Bloomberg / Courtney Schlisserman

Tuesday’s Analysis / Marty Chenard

The calm before the calm? Marketwatch / Mark Hulbert

Senate Bites Off Executive Comp Forbes / Brian Wingfield

Dollar flat as market awaits Fed decision Marketwatch / Wanfeng Zhou

Crude Oil Rises as OPEC Prepares to Implement an Output Cut Bloomberg / Mark Shenk

MBIA 4th-Quarter Profit Falls as Premium Income Slips Bloomberg / Christine Richard

If Fed Funds Rate “Fails” To Fall Pimco / Paul McCulley

100 Bottles of Beer on the Wall Pimco / Bill Gross

U.S. Fed chief has yet to set target on inflation NY Times via IHT / Edmund L. Andrews

UPS's Fourth-Quarter Profit Climbs 7.5% on Holiday Shipments Bloomberg / Mary Schlangenstein

Watch S&P for Clues to Years Move NY Post / John Crudele

Sony Profit Beats Estimates; Annual Forecasts Raised Bloomberg / Young-Sam Cho

As Airlines Surge, Pilots Want Share NY Times / Jeff Bailey

The Pain of Second Place Forbes / Jerry Flint

Emerging Markets Are Still Rocking -- for Now Bloomberg / Michael R. Sesit

3M Profit Rises in 4Q AP via Forbes

P&G Lifts 2007 Guidance AP via Forbes

Saudis cutting oil production to raise price: WSJ Marketwatch

Sewer Pipes Forbes / Nathan Vardi

T. Rowe Price: Bull market winner Money via CNN / Michael Sivy

Davos Is for Wimps, Ninnies, Pointless Skeptics Bloomberg / Michael Lewis

China May Need Currency Intervention Forbes / Oxford Analytica

Sell Yuan, Buy Rupee? A New Carry Comes to Asia Bloomberg / Andy Mukherjee

The golden slope of hope Marketwatch / Mark Hulbert

Gold steady as traders await Fed rate decision AFX via Marketwatch

Oil Rises Before OPEC's Latest Production Cut, Due on Feb. 1 Bloomberg / Eduard Gismatullin



Reasons to be cheerful The Economist

Go With The ETF Odds Forbes / Peter Way

Who Needs the Fed -- Really? Bullion Vault via Safehaven / Adrian Ash

When Realtors Become Waiters Daily Reckoning / Eric Fry

Ford sees its Jan. sales down 20 percent AP via Seattle Post Intelligencer / Tom Krisher

Michael Dell: We 'can execute better' Fortune via CNN / David Kirkpatrick

Dell's Back. Too Late? Forbes / Dan Frommer

Google Keeps On Growing Forbes / Rachel Rosmarin

Google income almost triples; investors aloof USA Today / Jon Swartz

Will Verizon Drain Its Great Lakes Next? Forbes / Dan Frommer,

Dow jumps after Fed soothes rate-hike worries Reuters / Caroline Valetkevitch

The Fed's Goldilocks Economy Forbes / Paul Maidment and Michele Steele

Bernanke Bets Credibility Will Help Contain Prices Bloomberg / Craig Torres

U.S. economy grew at strong clip in 4th quarter Reuters / Joanne Morrison

Weak Chicago-area manufacturing report reflects steep decline in new orders Chicago Tribune / James P. Miller

FOMC Statement Federal Reserve Board

Fed Leaves Rate at 5.25%, Says Inflation Slowing Bloomberg / Scott Lanman

U.S. Stocks Rally After Fed Decision; Boeing Lifts Dow Average Bloomberg / Eric Martin

Google's Profit Doubles; Revenue Meets Estimates Bloomberg / Jonathan Thaw

Starbucks Profit Increase 18% on Higher Coffee Prices Bloomberg / Mary Jane Credeur

Crude Oil Jumps Above $58 on Signs U.S. Fuel Use Will Increase Bloomberg / Mark Shenk

Higher rates, less house Rocky Mountain News / John Rebchook

Economy Grows 3.5 Percent in 4th Quarter AP via Forbes / Jeannine Aversa

Chicago Purchasing Index Points to a Contraction Bloomberg / Courtney Schlisserman

Loss at Goldman Hedge Fund Racks Duo at Secretive Global Alpha Bloomberg / Richard Teitelbaum

TX: Hilton goes up, Marriott expands, and there's lots of room for both Dallas Fort Worth Star Telegeram / David Wethe

India central bank warns of overheating FT / Jo Johnson

CBOT profits more than double Chicago Tribune / James P. Miller

Bush pushes for renewed trade authority Washington Times / Steve Hirsch

Dollars and Politics Ludwig Von Mises Institute / Antony Mueller

Wednesday’s Analysis / Marty Chenard

Firms Go Private In Search of Deeper Pockets Washington Post / David Cho

US private sector adds 152,000 jobs in Jan –survey Reuters

Refinance and Purchase Applications Both Increase in this Week’s Survey Mortgage Bankers Association

Tough stock start seen CNN

Boeing Profit Doubles as Deliveries Exceed Forecast Bloomberg / James Gunsalus

Dollar Heads for Biggest Monthly Gain Since 2005 on Fed Outlook Bloomberg / Aaron Pan and Kosuke Goto

Fed Expected to Leave Rates Unchanged AP via Baltimore Examiner / Martin Crutsinger

Fed chief Bernanke wins high marks for first year LA Times / Joel Havemann

FL: Housing group addresses affordability Palm Beach Post / Linda Rawls

Minimum Wage Oddities Forbes / Brian Wingfield

Top Ten Signs the Pendulum Has Swung / David M. Katz

President's 'can do' can't catch a break Pittsburgh Tribune Review / Jack Markowitz

Fidelity’s fix on Texas: Co. may double huge campus Boston Herald / Scott Van Voorhis

Paul’s Piggies Take A Peek NY Post

Shock jump in German retail sales BBC News

German Unemployment Fell on Accelerating Growth Bloomberg / Claudia Rach

U.S. mortgage applications rose in latest week – MBA Reuters

In Caremark-CVS Deal, Trickle-Up Economics Washington Post / Steven Pearlstein

Japan's Wages Unexpectedly Drop Most in 16 Months Bloomberg / Jason Clenfield