Bondhead News Archive

April 01 – April 15

Bondheads Home

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

Hit “control + F” to search














Bulls cautiously confident about gold, black gold Marketwatch / Peter Brimelow

Out-of-step markets may be misreading the Fed $ FT

Hedge funds lead US junk sector lending $ FT / Richard Beales

Wall Street's worrisome week CNN /Alexandra Twin

Tribune Board Presses Zell to Raise His Bid NY Times / Andrew Ross Sorkin and Katharine Q. Seelye

Seven reasons why gold should surge Marketwatch / Sean Brodrick

UK: Pricing pressures may fuel case for rise in UK rates FT / Chris Flood

Female side of economy outdistances cheap males Baltimore Sun / Jay Hancock

Early spring activity reinforces market patterns Pittsburgh Tribune Review / Gregory M. Drahuschak

Bullish to bearish and back, in a flash LA Times / Tom Petruno

CA: Homeowners on the brink: Subprime borrowers face foreclosure, ruin Contra Costa Times / Eve Mitchell

Medicine names can make you sick Pittsburgh Tribune Review / Jack Markowitz

South Korea, U.S. try to save trade deal AP via St. Petersburg Times / Kelly Olsen

The Fed and the perfect storm Washington Times

Home Ownership on Hold Wall Street Journal / Diana Ransom

PA: Subprime lending woes: How a borrower lost his shirt Pittsburgh Post Gazette / Chico Harlan

Oil Drillers Undervalued Wall Street Journal / Russell Pearlman

Interest-Rate Roulette: A Game of Many Dangers NY Times / J. Alex Tarquino

Looking for Signs of Stability in Job Tally NY Times / Conrad De Aenlle

MI: The End of the Line as They Know It NY Times / Louis Uchitelle

Why REIT Shoppers Are Heading to the Malls NY Times / Vivian Marino

How to See the Big Picture in Little Slices of the Market Marketwatch via NY Times / Mark Hulbert

A Nice Stiff Breeze, and a Nice Little Power Bill NY Times / Jennifer Alsever

What’s the One Thing Big Business and the Left Have in Common? NY Times / Jonathan Cohen

UK: At least Brown knows that slogans are never a substitute for policies Guardian – Observer / William Keegan

UK: If everything can be outsourced, what is left? Guardian – Observer / Simon Caulkin

UK: Rates likely to stick until May Guardian – Observer / Ruth Sunderland


US workers saddled by houses that won't sell Christian Science Monitor / Marilyn Gardner

Hard times ahead for housing AP via Long Beach Press Telegram / Michael Liedtke

Understanding Inflation Federal Reserve Bank of St. Louis / William Poole

Fed ‘should seek 1.5% inflation rate’ FT / Krishna Guha

Fed's Poole: Risk of recession is 'slightly elevated' Marketwatch / Ciara Linnane

World has stopped dancing to America's tune Independent / Stephen King

Goldman says buy Merrill, but charts say not yet Marketwatch / Tomi Kilgore

Bulls-eye bull Marketwatch / Jonathan Burton

Protectionism Hurts the U.S. Dollar Daily Reckoning / Chris Gaffney

Europe tops US in stock market value FT / Tony Tassell

Google may challenge Microsoft for Doubleclick AP via MSNBC

Tribune’s sale $ FT / Lex

Petrodollars, the Savings Bust, and the U.S. Current Account Deficit Pimco / Richard H. Clarida

Market Continues Record Pace Bond Buyer / Matthew Posner

New twist on indexing: Mutual funds meet ETFs Marketwatch / Murray Coleman

Cheapest Stocks in Two Decades Signal Bull Market Bloomberg / Michael Tsang, Daniel Hauck and Nick Baker

Dow gains at end of mixed day CNN / Alexandra Twin

New Century files for bankruptcy, is selling units Marketwatch / Alistair Barr

Global PMI shows manufacturing growth slower in March Reuters

Monday’s Analysis / Marty Chenard

Real estate magnate wins bidding for Tribune LA Times / Thomas S. Mulligan and James Rainey

Quarter leaves investors on edge Dallas Morning News / Will Deener

Tribune Agrees to Billionaire Zell's $8.2 Billion Bid Bloomberg / Andy Fixmer and Leon Lazaroff

Treasuries Steady as Rising Prices Offset Slower Factory Growth Bloomberg / Elizabeth Stanton and Deborah Finestone

Treasury bond prices higher AP via Charlotte Observer

Trouble with trade The Economist

`Laddering' certificates of deposit creates stable cash flow South Florida Sun Sentinel / Humberto Cruz

CA: Slower outlook for state Sacramento Bee / Dale Kasler

Democrats put their stamp on US budget Christian Science Monitor / Gail Russell Chaddock

The Ghost Stirs Morgan Stanley / Stephen Roach

Review and Preview Morgan Stanley / Ted Wieseman

Subprime Mortgage Bond Sales Plunge as Loan Delinquencies Soar Bloomberg / Darrell Hassler

Federal Reserve Events Reuters

Rate Cuts Get a Bad Rap Even Before They Happen Bloomberg / Caroline Baum

The Bernanke Bind Is Getting Tougher to Sustain Bloomberg / Gene Sperling

Perfect Storm for the US Consumer? Morgan Stanley / Richard Berner

U.S. Factory Index Drops Amid Auto, Housing Weakness Bloomberg / Bob Willis

Oil Price Spike: Sharp But Temporary Morgan Stanley / Richard Berner

JPMorgan, Lehman, Merrill Seek New Manhattan Trading Space Bloomberg / David M. Levitt

Predicting the next big hedge fund IPO Fortune via CNN / Paul Fruchbom

China Recycles Its Trade Dollars Forbes / Paul Maidment

China Has $1 Trillion to Fight a U.S. Trade War Bloomberg / Mark Gilbert

The Ford family's $581 million loss Fortune via Forbes / Alex Taylor III -- An Idea Whose Time Has Arrived Bloomberg / William Pesek

Japanese Companies Plan to Spend More Than Forecast Bloomberg / Lily Nonomiya

Australia Retail Sales Rise 0.9% in February on Jobs Bloomberg / Hans van Leeuwen


CDOs issuance jumped in first quarter Marketwatch / Alistair Barr

SIFMA Issues Model Procedures for Auction Rate Securities Bond Market Association

Behind the curve Marketwatch / Dr. Irwin Kellner

It takes a global village Daily Standard / Irwin M. Stelzer

Economics versus Politics Ludwig von Mises Institute / Frank Chodorov

NYSE, Euronext to Close Landmark Deal AP via Baltimore Examiner / Joe Bel Bruno

Zell tells plans for Tribune Chicago Tribune via South Florida sun Sentinel / David Greising

Toyota's sales jump while GM, Ford fall AP via Beaufort Gazette / David Runk

Can America build luxury cars? Business Week via MSNBC / Matt Vella

Nasdaq vaults 1.2% On Heavier Trade Investors Business Daily / Vincent Mao

Dow jumps 128 on housing data AP via Baltimore Sun / Madlen Read

Yen hits five-week lows Marketwatch / Wanfeng Zhou

ABC/WashPost US Consumer Comfort Index down to -5 Reuters

Fed-Watchers Have Blinders On The Street / Jim Griffin

Wall Street's terrific Tuesday CNN / Rob Kelley and Alexandra Twin

Big Three sales slide continues CNN / Chris Isidore

Goldman's Flagship Hedge Fund Fell 5.7% in February Bloomberg / Jenny Strasburg

Treasuries Fall as Home Sales Index and Stock Benchmarks Rise Bloomberg / Elizabeth Stanton and Deborah Finestone

Pending home sales in surprise rise Reuters via CNN

U.S. Economy: Pending Sales of Existing Homes Unexpectedly Gain Bloomberg / Shobhana Chandra

Stocks surge on oil, home sales CNN

Stocks Climb on Oil, Housing / Mark Glassman

Tuesday’s Analysis / Marty Chenard

How the deal went down Chicago Tribune / Phil Rosenthal

Weekly chain store sales up 4.9% from year ago: survey Marketwatch / Angela Moore

Lending giant is now the one in need NY Post / Paul Tharp

MA: Housing’s fear factor: Crime may lower prices in some Hub areas Boston Herald / Jerry Kronenberg and Jay Fitzgerald

Corn Bear Market Starts on Bigger Crop, Barclays Says Bloomberg / Tom Cahill and Marianne Stigset

Federal Reserve Events Reuters

Moody's May Cut Ratings on 40-50 Banks After Protests Bloomberg / Kim-Mai Cutler

Poison Puts Win Lower Rates for Rentokil, M&S Amid LBO Threats Bloomberg / Steve Rothwell

Bond-Fund Buyers Share the Cost in Economic Pinch Bloomberg / Chet Currier

NY: Plans to stem foreclosures Newsday / Sid Cassese

Oil Prices Fall Below $65 a Barrel AP via Forbes / George Jahn

Zell could be biggest winner LA Times / Michael A. Hiltzik

The Cycle Turns, and Airline Shares Have Fans Again NY Times / Jeff Bailey

Office Depot CEO earns $11.7 million after stock rises 84% in two years Bloomberg via South Florida Sun Sentinel / Heather Burke

A hedge fund superstar Fortune via CNN / Marcia Vickers

Honk If You're Not Running for U.S. President Bloomberg / Margaret Carlson

U.S. Two-Year Treasuries May Fall as U.S. Rate Cut Hopes Fade Bloomberg / Oliver Biggadike and Kevin Lim

One down, three to go Marketwatch / Mark Hulbert

Crude Oil Falls After Iran Seeks U.K. Diplomatic Settlement Bloomberg / Christian Schmollinger and Gavin Evans

Yen May Decline as Investor Appetite for Riskier Assets Rises Bloomberg / Chris Young and Stanley White



Oil prices fall in Asian trade after Iran agrees to free UK naval personnel AFX via Forbes

Oil peak predicted for year 2020 Long Beach Press Telegram / Kristopher Hanson

Optimal Inflation for the U.S. Federal Reserve Bank of Kansas City / Roberto M. Billi

IMF: Global Economy Is Moving Ahead AP via Pittsburgh Post Gazette / Jeannine Aversa

Service sector slowdown adds to Fed concerns FT via MSNBC / Eoin Callan and Saskia Scholtes

Florida's quiet counties poised for a new housing boom South Florida Sun Sentinel / Paul Owers

FL: Officials: Property tax may rise Bradenton Journal / Melissa Followell

Risk Is a Many Splendored Thing Federal Reserve Bank of Dallas / Richard W. Fisher

Fed's Fisher Says Subprime Damage Mostly Contained Bloomberg / Vivien Lou Chen and Scott Lanman

Subprime home loans on Fed's radar: Fisher Marketwatch / Greg Robb

Housing discrimination complaints at record high Marketwatch / Ruth Mantell

Detroit Home Sellers Lack Buyers as Foreclosures Rise Bloomberg / Kathleen M. Howley

Is Goldman, Lehman Pay Set in Smoke-Filled Room? Bloomberg / Graef Crystal

SIFMA Modifies Good Friday 10:30 a.m. Recommended Early Close to 11:00 a.m. Bond Market Association

Dollar falls on weaker ISM services Marketwatch / Wanfeng Zhou

Moderate-Income Home Buyers Hit by Predatory Lenders Washington Post / Dina ElBoghdady

IL: Sale of Chicago Tribune already old news in Windy City LA Times / P.J. Huffstutter

Treasuries Extend Gains After Service Industries' Growth Slows Bloomberg / Elizabeth Stanton

Overlapping Subprime Exposure Mask Risks of CDOs, Moody's Says Bloomberg / Jody Shenn

Wednesday’s Analysis / Marty Chenard

Factory goods orders weaker than expected in February AP via Detroit News

ISM: Service Growth Cools More in March Dow Jones via / Laurence Norman

Bernanke shows he can balance rate pressures Chicago Tribune / Andrew Leckey

Fed chief may not be quick to ride to the rescue AP via Chicago Tribune / Rachel Beck

Corporate Investment Has a Bad Case of the Blues Bloomberg / Caroline Baum

IRS Considering `Flipping' in Bond Audits Bloomberg / Joe Mysak

Oil prices fall under $64 on Iran relief Reuters via CNN

Iranian Leader Says He'll Free Britons AP via Forbes

U.S. MBA's Mortgage Applications Index Fell 3.2% Last Week Bloomberg / Shobhana Chandra

Mortgage Applications Decrease in Latest MBA Survey Mortgage Bankers Association

Daimler Says Company in Talks on Sale of Chrysler Bloomberg / Jeremy van Loon

Sirius, XM blast NAB’s merger report NY Post / Peter Lauria

Best Buy profit jumps Reuters via CNN

Whither The ADR? Forbes / Liz Moyer

Treasuries May Decline as Jobs, Factory Reports to Show Growth Bloomberg / Kevin Lim

Auction Guidance Released: SIFMA Finalizes Best Practices Bond Buyer / Lynn Hume

Subprime cos. ease losses Boston Herald / Jay Fitzgerald

Vermont Becomes ‘Offshore’ Insurance Haven NY Times / Lynnley Browning

Taking stock of profits Marketwatch / Mark Hulbert

Lofty gasoline prices expected to stay up there Pittsburgh Post Gazette / Patricia Sabatini

Barclays Says Yen Set for Worst Fiscal First Quarter Since 1989 Bloomberg / Kosuke Goto

Australian Central Bank Keeps Rate Unchanged at 6.25% Bloomberg / Hans van Leeuwen

U.S. Pockets Aren't Deep Enough to Win Yuan Row Bloomberg / William Pesek

U.S. Dollar Volatility Versus Yen to Rise, Merrill Lynch Says Bloomberg / Liz Capo McCormick


Sub-prime crisis sours US dream BBC News / Justin Webb

BoE Holds This Month But Is Likely To Hike In May Northern Trust via Safehaven / Victoria Marklew

Just Plane Stupid National Review / Tom Nugent

Robust Monetary Policy with Imperfect Knowledge pdf Federal Reserve Bank of San Francisco

The Costly Uncomfortable Reality About the Wrong Definition of Comfortable Pimco / Paul McCulley

Foreign cenbanks big net buyers of Treasuries – Fed Reuters

Dow makes it six straight CNN / Alexandra Twin

Mortgage rates creep up this week AP via USA today / Jeannine Aversa

Peak near for rising gas prices? Newsday / James Bernstein

Kerkorian in $4.5bn Chrysler bid BBC News

Euro Jumps to Two-Year High Versus Dollar on ECB Rate Outlook Bloomberg / Min Zeng and Bo Nielsen

Treasuries Little Changed as Traders Await Employment Report Bloomberg / Elizabeth Stanton and Annie Pinkert

Thursday’s Analysis / Marty Chenard

Faint Open for Stocks / Mark Glassman

Wall Street mixed in cautious trade AP via Beaufort Gazette / Joe Bel Bruno

Economic laws also apply to workers Pittsburgh Tribune Review / Jack Markowitz

Gold extends gains ahead of Easter holiday Marketwatch / Polya Lesova

Soybeans, grains rise AP via Seattle Post Intelligencer

Housing Market Decline Not Over Yet Market Thoughts via Safehaven / Henry To

Lenders bend for homeowners AP via Bradenton Journal / Ellen Simon

Moody’s New blues NY Post / Roddy Boyd

U.S. jobless claims post sharp rise to 321,000 Reuters / Alistair Bull

Consumers Power U.S. Economy Through Headwinds Bloomberg / Matthew Benjamin

Lazard Scandal of 1990s Tells Tale of Things to Come Bloomberg / Joe Mysak

Ford CEO: $28M for 4 months work CNN

"Anxious" Nacchio should be resting easy Denver Post / Al Lewis

Oil prices sit above $64 a barrel AP via Houston Chronicle / George Jahn

Fund managers tying their fees to performance AP via Chicago Tribune / Tim Paradis

Euro Reaches Two-Year High Versus Dollar on Growth, ECB Outlook Bloomberg / Min Zeng

China Raises Bank Reserve Ratio for 6th Time in Year Bloomberg / Li Yanping and Josephine Lau

IMF plays down effect of US slowdown FT / Krishna Guha

MA: Boston-area workers fear state of economy Boston Herald / Jay Fitzgerald

Nintendo's Net Beats Earlier Estimate on DS Players Bloomberg / Pavel Alpeyev

UK: Strong UK growth and global pressures mean higher rates may come - and stay Independent / Hamish McRae

As US foreclosures mount, states step in Christian Science Monitor / Alexandra Marks and Ron Scherer

Australian Dollar Rises to 10-Year High on Rates, Metals Prices Bloomberg / David McIntyre

Australia May Not Raise Interest Rate, Economists Say Bloomberg / Hans van Leeuwen

Surviving a warmer world: Global forecast is 'mostly dry' Christian Science Monitor / Peter N. Spotts


Reports of market's demise are premature Marketwatch / Mark Hulbert

Jobs report to set weak tone next week Marketwatch / Ciara Linnane

KC Fed president: Economy will feel inflation's effect Kansas City Business Journal / Jim Davis

Fed says consumers borrowed less freely in February AP via Minneapolis Star Tribune

Vonage receives emergency stay in patents case LA Times via South Florida Sun Sentinel / James S. Granelli

U.S. Stock-Index Futures Gain as Jobs Growth Exceeds Forecast Bloomberg / Chris Nagi

Post-communism boom in Eastern Europe wanes AP via Miami Herald / William J. Kole

Friday’s Analysis / Marty Chenard

UBS Reduces Forecast for Fed Rate Cuts Amid Employment Growth Bloomberg / Elizabeth Stanton

FL: Even a Realtor will tell you: Glut is huge St. Petersburg Times / James Thorner

History Is Against Us in Rethinking Real Estate / Igor Greenwald

Dollar Advances From Two-Year Low as Jobs Report Beats Forecast Bloomberg / Bo Nielsen and Ye Xie

Climate change threatens billions with floods FT / Fiona Harvey

U.S. Treasuries Fall as Economy Adds More Jobs Than Forecast Bloomberg / Annie Pinkert

March job growth unexpectedly strong Reuters

U.S. Payrolls Rose 180,000 in March; Jobless Rate at 4.4% Bloomberg / Joe Richter

Consumer Confidence at 6-Month Low AP via LA Times / Jeannine Aversa

IL: Banks playing branch catch-up Chicago Tribune / James P. Miller

CA: Pink slips litter loan industry LA Times / Leslie Earnest

TX: Foreclosures weighing in Dallas Morning News / Steve Brown

CO: Home prices slip in March Rocky Mountain News / John Rebchook

$4.5B to kick Chrysler’s Tires NY Post / Zachery Kouwe

Navigating the Hedge Fund Maze in a Leveraged World NY Times / Jenny Anderson

AMEX suitors grow NY Post / Roddy Boyd

Oil May Fall as Captive Release Eases Tensions, Survey Shows Bloomberg / Mark Shenk



Dollar Rises as Jobs Report Reduces Likelihood of Fed Rate Cut Bloomberg / Bo Nielsen
1,600 Michigan workers take Chrysler offers Detroit News via Lansing State Journal / Tim Higgins

CA: Bay Area sees jump in listings for homes Contra Costa Times / Eve Mitchell

OR: The local real estate roller coaster Oregon Mail Tribune / Greg Stiles

Berkshire Holds 10.9% Stake in Burlington Northern Bloomberg / Nancy Kercheval and Miles Weiss

Those chocolate bunnies add up to some big bucks Fresno Bee via Tacoma News Tribune / Bethany Clough

Radio address by the president to the nation Marketwatch

LBO craze wreaks havoc on corporate bondholders Marketwatch / Leslie Wines

Siesta's over for Spain's economy LA Times / Tracy Wilkinson

March Employment Numbers & Leading Indicators Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

Job growth far exceeds expectations LA Times / Joel Havemann

Joblessness at 5-year low AP via South Florida Sun Sentinel / Jeannine Aversa

The warming signs Newsday / Dave Marcus

Piracy Move on China Seen as Near NY Times / Edmund L. Andrews

Treasury Notes Tumble as Job Gains Erase Rate Cut Expectations Bloomberg / Annie Pinkert

European Bonds Log Weekly Loss on Inflation, ECB Interest Rates Bloomberg / Gavin Finch

Fund Manager Offers Memorable Response to SEC's Fraud Charges Washington Post / Suzanne M. Schafer

DC: Condos Feel the Mortgage Crunch Washington Post / Nancy Trejos

US interest rates cut less likely after jobs increase by 180,000 Guardian / Nick Fletcher

Japan's Bonds Have 3rd Weekly Drop on U.S. Economy, Stock Rally Bloomberg / Issei Morita


MD: Foreclosures on the rise in suburbs of Baltimore Baltimore Sun / Jamie Smith Hopkins

Trouble in ETF paradise Marketwatch / John Spence

Cliff-Risk Nation StockMarket Jungle via Safehaven / Michael Panzner

Riskier bonds still prove attractive LA Times / Tom Petruno

Bond trader likes the hectic pace of her job St. Louis Post Dispatch / Jerri Stroud

Mortgage-backed bonds dodge sub-prime bullet LA Times / Tom Petruno

Fed Must Allow Gold to Rise Gold and Oil via Safehaven / Greg Silberman

No joy expected for Fed from March PPI data Marketwatch / Greg Robb

Wholesale Prices Probably Rose Last Month: U.S. Economy Preview Bloomberg / Joe Richter

Buying a house in California may not be so crazy Dallas Morning News / Scott Burns

DC: Your House Doesn't Add Up The Way You Think Washington Post / Martha M. Hamilton

With tighter lending, the time for an ARM refi was yesterday United Feature Syndicate via LA Times / Lew Sichelman

PA: Employers booting spouses from health coverage Pittsburgh Post Gazette / Anya Sostek

Jurors quizzed on yours truly Denver Post / Al Lewis

Stocks' recovery could change on inflation data AP via Akron Beacon Journal / Madlen Read

Although investors have much to worry about, the markets are unusually placid St. Louis Post Dispatch / David Nicklaus

Upbeat outlook buoys stock funds LA Times / Tom Petruno

Heat on SARBOX may grow as Euro markets pass U.S. NY Post / Richard Wilner

Barclays mulls sale in US to head off Fred Guardian – Observer / Ruth Sunderland

Housing Slump Pinches States in Pocketbook NY Times / Abby Goodnough

Selling a House? Fees Are Negotiable. Wall Street Journal / Aleksandra Todorova

Odds Shifting in Growth Stocks' Favor Wall Street Journal / Ian Salisbury

A Caution Signal on Profits. A Red Light for Stocks? US News and World Report via NY Times / Paul J. Lim

More Pieces. Still a Puzzle. NY Times / Eric Dash

Transparency, Lost in the Fog NY Times / John Schwartz

When a Bank Works Both Sides NY Times / Andrew Ross Sorkin

When 'Delisted,' Where Does a Stock Go? Wall Street Journal / Jaclyne Badal

Has the Exit Sign Ever Looked So Good? NY Times / Eric Dash


Many victims of subprime crisis Chicago Sun Times / Terry Savage

The Federal Reserve Monopoly over Money Texas Straight Talk via Safehaven / Ron Paul

The drama of a good Friday for jobs FT / John Authers

How the French are falling out of love with the eurozone $ FT / Gideon Rachman

Economy risks lower says IMF boss BBC News

End of housing bubble should have been obvious to everyone Marketwatch / Dr. Irwin Kellner

Subprime crisis shines light on mortgage brokers Marketwatch / Alistair Barr

Strong Jobs, No Jubilation Forbes / Bernie Schaeffer

Richest hedge fund managers get richer Reuters via CNN

Is AMD Giving Up? Forbes / Brian Caulfield

Stocks can't find direction CNN / Alexandra Twin

Oil tumbles nearly $3 CNN / Steve Hargreaves

TX: Decline in home sales continues Dallas Fort Worth Star Telegram / Andrea Jares

Interest rates mixed in weekly Treasury auction AP via Houston Chronicle

The new consumer craze in Japan: junk food AP via Newsday

Monthly Mutual Fund Report – April pdf Federal Reserve Bank of Boston

Regional Economy Federal Reserve Bank of Philadelphia

U.S. mortgage bond prepayments increase in March Reuters / Julie Haviv

Treasurys sold off in wake of Friday's jobs news Marketwatch / Leslie Wines

Is Manufacturing and the Yield Curve Signalling Recession? Brookes News via Safehaven / Gerard Jackson

Subprime blame game CNN / Les Christie

NV: Real estate exodus in LV? Las Vegas Review Journal / Hubble Smith

Stocks up as traders weigh 1Q earnings AP via Beaufort Gazette / Joe Bel Bruno

Stocks Post Small Gains / Mark Glassman

Tax Policy Taking U.S. Down the Road to France Bloomberg / Kevin Hassett

Monday’s Analysis / Marty Chenard

Payrolls, mergers lift spirirts NY Post / Paul Tharp

Strong hiring hints at stable US growth Christian Science Monitor / Ron Scherer

Treasury Yield Near 7-Week High as Bets on Fed Rate Cut Fade Bloomberg / Daniel Kruger and Elizabeth Stanton

Crude oil declines as traders unwind risk premium Marketwatch / Polya Lesova

D.C. apartment living thrives as housing lags Washington Times / Tom Ramstack

Foreclosure's shadow falls across diverse set of US homeowners Christian Science Monitor / Mark Trumbull

Democrats Seek to Lead the Way in Tax Overhaul NY Times / Edmund L. Andrews

Stagflation Fear Spurs TIPS Demand; Fed Loses Respect Bloomberg / Daniel Kruger

Federal Reserve Events Reuters

Foreign Demand May Bail Out U.S., Reversing a Trend Bloomberg / Simon Kennedy

Stocks to open up on delayed reaction to jobs data Marketwatch / Nick Godt

Corn Bear Market Spurs Double-Your-Money Bet for Goldman, Funds Bloomberg / Marianne Stigset and Tom Cahill

Oil Prices Slide Below $64 a Barrel AP via Chicago Tribune



Six Fidelity Funds For A Goldilocks Market Forbes / Jim Lowell

Nasdaq Eyes Philly Exchange AP via Forbes

Kicking the Guidance Habit / Sarah Johnson

Rumor of Dow sale fuels angst Detroit News / Eric Morath

China slams US piracy complaint BBC News

Risky loans - alive and well Money via CNN / Stephen Gandel

FL: Strong euro makes U.S. homes a bargain for Europeans South Florida Sun Sentinel / Ramsey Campbell

ABC/WashPost US Consumer Comfort Index down to -7 Reuters

When The Facts Change, I Change My Model - What Do You Do? Northern Trust via Safehaven / Paul Kasriel

Dow makes it 8 in a row CNN / Alexandra Twin

Stocks Finish Near Intraday Highs On Higher Volume Investors Business Daily / Alan R. Elliott

Hedge funds to meet G7 on openness FT / Bertrand Benoit and James Mackintosh
UBS Fires About 40 Employees in Muni Bond Department Bloomberg / Martin Z. Braun

Growing energy nexus The Economist

Gas price hikes to ease, gov't says AP via Beaufort Gazette / H. Josef Hebert

It looked like a job boom, but it really isn’t NY Post / John Crudele

Consumer Confidence Falls Again Investors Business Daily

Treasuries Rise as Yield Near Eight-Week High Lures Traders Bloomberg / Daniel Kruger and Elizabeth Stanton

Bargain-hunters lift prices before Fed speakers Reuters / Richard Leong

Tuesday’s Analysis / Marty Chenard

Stocks Turn Mixed at Midday / Mark Glassman

Corporate paydays that boggle the mind St. Petersburg Times / Robert Trigaux

Citigroup May Cut 17,000 Jobs, or 5%, Person Says Bloomberg / Joseph N. DiStefano

Gold rises on dollar weakness, trade tensions Marketwatch / Polya Lesova

Dollar falls on housing, trade dispute Marketwatch / Wanfeng Zhou

Mortgage Bondholders May Bear Subprime Loan Risk Bloomberg / James Tyson

Monetary Policy and the Dual Mandate Federal Reserve Board / Frederic S. Mishkin

US inflation too high at the moment--Fed's Mishkin Reuters

Fed's Economic Forecast Is More Right Than Wrong Bloomberg / John M. Berry

Federal Reserve Events Reuters

Home builder: Spring hasn't sprung CNN / Chris Isidore

'Lazy Portfolios' 1Q update (still winners!) Marketwatch / Paul B. Farrell

Long-Term Investing Keeps Its Old-Fashioned Shine Bloomberg / Chet Currier

Oil rebounds after big decline Reuters via CNN

Gold, Silver Gain on Demand for Alternative as Dollar Declines Bloomberg / Claudia Carpenter

More tax audits for the wealthy Newsday / Keiko Morris

U.S. Toughens Its Position on China Trade NY Times / Steven R. Weisman

Euro Strengthens to Record Versus Yen on Outlook for ECB Rates Bloomberg / Bo Nielsen and Min Zeng

Is the Fed Privately Owned? Does it Matter? The Speculative Investor via Safehaven / Steve Saville

House Envy Daily Standard / Irwin M. Stelzer

China's Trade Surplus Unexpectedly Narrowed in March Bloomberg / Nipa Piboontanasawat

Defaults Rise in Next Level of Mortgages NY Times / Vikas Bajaj

U.S. Notes May Rise as Yield Near 8-Week High Lures Investors Bloomberg / Wes Goodman

Former Pimco Manager Palghat Shuns Australian Debt Bloomberg / Chris Young

Barclays, ABN Amro Know Most, Pay the Least for Takeover Advice Bloomberg / Ambereen Choudhury

Oil Rises From 12-Day Low on Forecast Fall in Gasoline Supplies Bloomberg / Gavin Evans and Hector Forster

Dollar Falls on Concern Trade Tensions With China Will Escalate Bloomberg / Ron Harui and Kosuke Goto

Australian Dollar Rises to 17-Year High on Rinker Takeover Plan Bloomberg / David McIntyre


MI: ‘One-state recession’ hampers Michigan / Daniel C. Vock

Forbes: Buffett Falls to 3rd Richest Man AP via Newsday / Mark Stevenson

Managers target stagflation as economy slows Marketwatch / Murray Coleman

Tax fairness is in the eye of the beholder St. Paul Pioneer Press / Edward Lotterman

Fed Minutes Slam Stocks / Mark Glassman

A forum on Medicaid and State Budgets pdf Federal Reserve Bank of Chicago / Richard H. Mattoon

The branch banking boom in Illinois: A byproduct of restrictive banking laws pdf Federal Reserve Bank of Chicago / Tara Rice and Erin Davis

Treasuries Fall as Minutes Show Fed Guided by Inflation Concern Bloomberg / Daniel Kruger and Elizabeth Stanton

Fed Minutes Say Rate Increases May `Prove Necessary' Bloomberg / Scott Lanman

Fed Focused on Inflation in March AP via Baltimore Examiner / Martin Crutsinger

Minutes of the Federal Open Market Committee Federal Reserve Board

Financial Regulation and the Invisible Hand Federal Reserve Board / Ben S. Bernanke

Comcast Chief Roberts Says His Business Is `On Fire' Bloomberg / Greg Miles and Cecile Daurat

Recession 2007 Ludwig von Mises Institute / Stefan Karlsson

Freddie, Fannie a 'Concern' To OFHEO Washington Post / David S. Hilzenrath

Special China Update / Marty Chenard

Stocks Dive Into Midday / Mark Glassman

Money's global flow eroding old market bounds Chicago Tribune / Bill Barnhart

Wednesday’s Analysis / Marty Chenard

Oil turns higher on big drop in gasoline CNN / Steve Hargreaves

FL: Seller beware: Home prices plunge Orlando Sentinel / Jerry W. Jackson

Grain and soybean futures fall AP via St. Paul Pioneer Press

UBS Fires Up to 40 in Muni Group Bond Buyer / Matthew Posner

Federal Reserve Events Reuters

U.S. Treasuries Little Changed Before Fed Speeches, Minutes Bloomberg / Daniel Kruger and Aaron Pan

Harvard Taps the Muni Market and a Senator Asks Why Bloomberg / Joe Mysak

Subprime Losers Blame Bear, Credit Suisse, JPM, Morgan Stanley Bloomberg / Christine Richard

Michigan $500 Million Debt Offering to Lead Municipal Market Bloomberg / Jeremy R. Cooke

Dollar steadies ahead of Bernanke Marketwatch / Wanfeng Zhou

Stocks Dip Ahead of Fed Meeting Minutes AP via South Florida Sun Sentinel / Madlen Read

Nacchio closings: Crime vs. mistake Denver Post / Andy Vuong

Realtors see home prices falling in 2007 Marketwatch / Rex Nutting

Purchase Applications Rise, Refinance Applications Decline in Latest MBA Survey Mortgage Bankers Association

U.S. mortgage applications slip last week – MBA Reuters

Faith in home values persists South Florida Sun Sentinel / David Streitfeld

Scam puts focus on mortgages Washington Post via Dallas Fort Worth Star Telegram / David Cho

Have less than $25K in savings? Get in line CNN / Jeanne Sahadi

IMF Cuts U.S. Growth Forecast, Predicts 2008 Rebound Bloomberg / Kevin Carmichael

Over The Hedge NY Post / Roddy Boyd

Mad Money Is Piling Into Margin Accounts Forbes / Liz Moyer

ECB expected to hold rates AP via Seattle Post Intelligencer / David McHugh

Japan, China Kiss, But Will They Really Make Up? Bloomberg / William Pesek

A Word of Advice During a Housing Slump: Rent NY times / David Leonhardt

NY: Minding the Store in a Condo NY Times / J. Alex Tarquinio

Bond-market timing a loser's game Marketwatch / Mark Hulbert

U.S. Treasuries May Rise on Renewed Expectations Growth Slowing Bloomberg / Wes Goodman and Kevin Lim

Economy getting help from trade Bloomberg via Chicago Tribune

Australian Employment Likely Climbed in March on Building Boom Bloomberg / Hans van Leeuwen

Japan's Machine Orders Fall More-Than-Expected 5.2% Bloomberg / Lily Nonomiya

Most Americans Fear Recession in the Next 12 Months, Poll Finds Bloomberg / Matthew Benjamin

Why US pump prices are on the rise – once again Christian Science monitor / Ron Scherer

Is Bush's plan for illegal immigrants 'practical,' or amnesty? Christian Science Monitor / Gail Russell Chaddock


IRS is taking fewer tax cheats to court USA Today / Kevin McCoy

Oil Prices Climb in Asian Trading AP via Baltimore Examiner

Model Uncertainty and Monetary Policy pdf Federal Reserve Bank of San Francisco

Wanted: a guardian of the world’s financial system $ FT / John Grieve Smith

Inflation Expectations Are Rising As Fed Struggles To Cool Prices Investors Business Daily / Scott Stoddard

Survey shows entrepreneurs are not as optimistic this year Tallahassee Democrat / Steve Liner

Bleaker future for Net-phone pioneer Marketwatch / Jeffry Bartash

Sting in the tail The Economist

Moody's slightly lowers Kraft's ratings; cites debt burden Chicago Tribune / James P. Miller

Stop Listening to the Fed Motley Fool / Dan Caplinger

Vonage Story Getting Worse CNBC / Jim Goldman

Stocks stage late rally CNN / Alexandra Twin

Clash of the titans The Economist

NY: Citi job cuts to hit NYC hard Newsday / Susan Harrigan

Where's the beef? The Economist

Brazil: Land of promise The Economist

EU: A bear at the throat The Economist

EU: The non-functioning myth The Economist

Bubbling under The Economist

Fed's Lacker says low inflation boosts employment Reuters

Stocks Trading Mixed On Mixed News Investors Business Daily / Alan R. Elliott

Thursday’s Analysis / Marty Chenard

Why Google isn't the next Microsoft Business 2.0 via CNN / Chris Taylor

Barclays Bid Price for ABN Is Challenge, Analyst Says Bloomberg / Ben Livesey and Jon Menon

Treasurys rise a bit after jobless claims increase Marketwatch / Leslie Wines

Treasuries Are Little Changed Before Auction of Inflation Notes Bloomberg / Daniel Kruger and Elizabeth Stanton

Crude Oil Gains After IEA Says OPEC Output Fell to Two-Year Low Bloomberg / Robert Tuttle

FL: Loans grow harder to get Bradenton Herald / Sara Kennedy

Jobless claims, import prices rise Reuters / Nancy Waitz

U.S. Economy: Import Prices Jump, Spurred by Oil, Natural Gas Bloomberg / Bob Willis

Retailers Report Strong March Sales AP via Forbes / Anne D’Innocenzio

Housing Bubble Accomplices Preparing for Death Bloomberg / Caroline Baum

Countrywide mortgages in foreclosure nearly double Reuters

Publications are pulling the plug on their print editions as they cultivate rapidly growing online revenue options Chicago Tribune / Eric Benderoff

Nestle to buy Gerber for $5.5 billion AP via San Diego Union Tribune / Eliane Engeler

Oil prices climb above $62 a barrel AP via Houston Chronicle / George Jahn

U.S. sees no breakthrough at WTO talks AP via Houston Chronicle / Rajesh Mahapatra

Trichet Signals ECB May Raise Interest Rates in June Bloomberg / Matthew Brockett

As Subprime Market Implodes, a Contrarian Prospers NY Times / Vikas Bajaj

U.S. Note Yields Show Inflation Expectations Near 7-Month High Bloomberg / Wes Goodman and Kevin Lim

TREASURIES-Steady in Asia after slide on Fed minutes Reuters

$1 Billion Pledged to Help Fend Off Foreclosures Washington Post / Dina ElBoghdady and Nell Henderson

Rising Inflation May Mean More Fed Rate Increases NY Times / Jeremy W. Peters

Fed Revives Prospect of Higher Rates, Questions Price Forecast Bloomberg / Scott Lanman

FL: As housing goes bust, local paychecks trimmed Palm Beach Post / Jeff Ostrowski

Citigroup zigs as industry zags Marketwatch / David Weidner

In the Real World of Work and Wages, Trickle-Down Theories Don’t Hold Up NY Times / Robert H. Frank

ECB Is Poised to Keep Rates Unchanged, Gauge Pace of Inflation Bloomberg / Gabi Thesing

Short Sellers Target Small-Company Shares as U.S. Growth Slows Bloomberg / Michael Patterson

Japanese Purchase Most Overseas Bonds in Five Months Bloomberg / Minh Bui and Stanley White

Taiwan Bonds Slump as Central Bank Sells Debt; Currency Drops Bloomberg / Yu-huay Sun and Yumi Teso

Euro Rises to Record High Against Yen Before ECB Rate Meeting Bloomberg / Chris Young and Kosuke Goto

Japan Producer-Price Inflation Quickens on Oil Costs Bloomberg / Mayumi Otsuma



Google to buy DoubleClick for $3.1 billion in cash AP via LA Times

Subprime bailout? $120 billion CNN / Stephen Gandel

Friday’s Analysis / Marty Chenard

Treasuries Fall on Weaker Dollar, Rising Inflation Expectations Bloomberg / Daniel Kruger and Annie Pinkert

RBC Capital Targets U.S. Bond Market, Winograd Says Bloomberg / Doug Alexander and Sean B. Pasternak

Citi Buys Pandit's Hedge Fund Forbes / Liz Moyer

CA: Home prices rise despite housing woes LA Times / David Streitfeld

Gold Rises on Demand for Dollar Alternative; Silver Climbs Bloomberg / Pham-Duy Nguyen

Rosy Goes Global Morgan Stanley / Stephen Roach

HKD: The Latest Flavour in Carry Trades Morgan Stanley / Stephen Jen

IRS Audits Not Paying Off, Says Study / Stephen Taub and Dave Cook

Treasurys give up gains in midmorning trade Marketwatch / Leslie Wines

Can You (Point Your Fingers and Do the Twist)? Pimco / Michael Gomez

A Few Little Bond Funds Tell Big Economic Story Bloomberg / Chet Currier

Dollywood Lends Oomph to Tiny Tennessee Bond Sale Bloomberg / Joe Mysak

Fed Says What It Means -- No Interest Rate Cut Bloomberg / John M. Berry

Sluggish U.S. Economy Shouldn't Concern G7 Forbes / Brian Wingfield

Wholesale Prices Jump 1 Percent in March AP via Forbes / Jeanine Aversa

Overseas vacation plans? Check the dollar LA Times / Tom Petruno

Euro hits 2-year high versus dollar AP via Houston Chronicle / Matt Moore

GE 1Q earnings rise 2 percent AP via Houston Chronicle

McDonald's Profit Beats Estimates on European Sales Bloomberg / Joshua Fineman and Chris Burritt

Pier 1 Pulls Plug On 60 Stores Bloomberg via NY Post

Crude oil edges down in wake of 3% surge Marketwatch / Polya Lesova

'Made in China' overtakes U.S. in global exports Washington Times / Patrice Hill

Pressure grows on World Bank boss BBC News

Debt levels aren't high enough to trigger bear-market indicator Marketwatch / Mark Hulbert

A dreaded tax is slated to be fixed Christian Science Monitor / Alexandra Marks and Ron Scherer

Taiwan: Ten-year bonds reach eight-month high after central bank sells short-term securities Bloomberg via Taipei Times

To Snare a Coveted Banker, Citigroup May Buy a Hedge Fund NTY Times / Eric Dash

Dollar Falls on Speculation Report to Show Wider Trade Deficit Bloomberg / Stanley White and Ron Harui

New Zealand Dollar Surges to Two-Year High as Retail Sales Jump Bloomberg / Emma O'Brien


How to fix Chrysler Globe and Mail / Barbara McKenna and Greg Keenan

Chrysler sales off as future remains in doubt AP via Lansing State Journal / Tom Krisher

Chicago wins U.S. city bidding rights for 2016 Olympics Marketwatch / Carolyn Pritchard

Finding a home for lost bonds Milwaukee Journal Sentinel / Stacy Forster

Treasury Yields Rise to Two-Month High Amid Inflation Concern Bloomberg / Daniel Kruger and Annie Pinkert

Paulson: Economy to grow this year Reuters via CNN

G-7 Confident Global Trade, Growth Gaps Shrinking Bloomberg / Simon Kennedy and Kevin Carmichael

Trichet Says Japan Agrees Yen Should Reflect Economic Recovery Bloomberg / Meera Louis and Lily Nonomiya

Yen May Fall to Low Against Euro as G-7 Doesn't Comment on Drop Bloomberg / Bo Nielsen and Min Zeng


Competitors question Google buy of DoubleClick Marketwatch

PA: Is golden period over? Allentown Morning Call / Sam Kennedy

In come more bond ETFs Marketwatch / John Spence

Never Lose on Stocks Again -- for a Price Wall Street Journal / Mohammed Hadi

Steps to Take If a Broker Flubs a Trade Wall Street Journal / Jonathan Burton

Tug of war continues between inflation, slowdown Marketwatch / Rex Nutting

If you've ever wondered what it's like to live in a golden age, this could be it now Independent / Hamish McRae

Round two of the ABN Amro 'jeux sans frontičres' Independent / Andrew Murray-Watson

Cities fight homelessness with apartments instead of shelters AP via Baltimore Examiner / Stephen Ohlemacher

Yen weakness seen in wake of G7 Marketwatch / Greg Robb

Wall Street: Earnings on the loose CNN / Alexandra Twin

3 factors determine market results Pittsburgh Tribune Review / Gregory M. Drahuschak

Five questions to ask when a fund changes managers LA Times / Tom Petruno

Big banks expected to post strong quarterly results Marketwatch / Murray Coleman

NY: Hedge Kings are in Gotham NY Post / Richard Wilner

RBS ready to go hostile in push for ABN Guardian – Observer / Ruth Sunderland

Fewer keeping the nation afloat LA Times / Kathy M. Kristof and Jonathan Peterson

It's time to tame the monster once again Pittsburgh Tribune Review / Jack Markowitz

TX: Houston-area home prices continue to climb Houston Chronicle / Nancy Sarnoff

March Consumer Prices Jump on Fuel Costs: U.S. Economy Preview Bloomberg / Vince Golle

'Laddering' with bonds can even out volatility Baltimore Sun / Humberto Cruz