Bondhead News Archive

November 01 – November 15

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Canada: Upstart to trade frozen debt Globe and Mail / Jacquie McNish and Boyd Erman

Oil rises to near $94 in Asian trading AP via Seattle Post Intelligencer / Gillian Wong

Prisoners of debt Business Week via MSNBC / Robert Berner and Brian Grow

Asian stocks drop on Wall Street plunge Marketwatch / V. Phani Kumar and Chris Oliver

Dow Drops 362 / Mark Glassman

Bucking The Trend NY Post / Zachery Kouwe

They Have Got to be Kidding Euro Pacific via Safehaven / Peter Schiff

Is China's stock rally about to burst? BBC News / Katie Hunt

Stocks Sell Off Hard As Citigroup Revives Credit Market Fears Investors Business Daily / Scott Stoddard

Ambac, Bond Insurers Tumble on CDO, Mortgage Worries Bloomberg / Caroline Salas

$2 Million Per Household Means Doom For Dollar Great Retirement Experiment via Safehaven / Daniel Amerman

Analyst Raises Doubts About Citigroup Dividend NY Times / Eric Dash

M-2 money supply up $9.7 bln Oct 22 week Reuters

Auto industry U.S. Oct results by auto groups Reuters

More trouble ahead for credit markets CNN / Grace Wong

Treasuries Rise as Bank Downgraded on Expected Mortgage Losses Bloomberg / Elizabeth Stanton and Sandra Hernandez

Bonds surge in safety bid as stocks plummet Reuters / Chris Reese

The oil price should fall—eventually The Economist

Oil, Gold Prices Fall From Record Highs AP via Forbes / Lauren Villagran

Dow falls 362 as investors' worries return LA Times / Thomas S. Mulligan

U.S. Stocks Decline; Citigroup Retreats on Dividend Concern Bloomberg / Eric Martin

Markets Mugged By Reality Forbes / Steve Schaefer

With one exception, the Democrats' first stab at tax reform is disappointing The Economist

Why emerging markets are flavour of the moment The Economist

Shook-Up San Franciscans Prepare to Crack Open Earthquake Kits Bloomberg / Adam Satariano and Marc Perrier

Wages at the top The Economist

The fly's a spy The Economist

Treasuries Rise on Speculation Credit Market Losses May Deepen Bloomberg / Elizabeth Stanton and Sandra Hernandez

US asset-backed commercial paper shrinks a 12th wk Reuters / John Parry

Moody's cuts GMAC, ResCap deeper into junk status Reuters

Subprime, credit crunch hit US corp ratings –Fitch Reuters

October 2007 Manufacturing ISM Report On Business Institute for Supply Management

U.S. ISM Manufacturing Index Fell More Than Forecast Bloomberg / Shobhana Chandra

Drowning in Inflation is Never Popular Daily Reckoning via Safehaven / The Mogambo Guru

Fed Intervenes in Financial System AP via Forbes / Jeannine Aversa

New kid on Fed block hits first wall Wall Street Journal via Australian / Greg Ip

Is Fed’s 0.25% rate cut the right medicine? Orange County Register / Jonathan Lansner

Go for Gold Ludwig Von Mises Institute / Thorsten Polleit

Problems remain for Detroit Three Fortune via CNN / Alex Taylor III

Thursday’s Analysis / Marty Chenard

The Day After CNN / Steve Schaefer

CFOs Don't Want GAAP Love Affair to End / Sarah Johnson

Credit Suisse profits drop FT

Bernstein cuts targets on several mid-cap US banks Reuters

Get cheap with mutual funds Money via CNN / Walter Updegrave

Forex - US dollar recovers against euro on speculation Fed rate cuts over AFX via Forbes

China's Next Miracle? / Vincent Ryan

As Interest Rates Go Down, Inflation Goes Up NY Post / John Crudele

Read Fed's lips on 'inflation' Chicago Tribune / Bill Barnhart

Fed May Be Done Cutting as Inflation Risk Increases Bloomberg / Scott Lanman

Fed Cuts, Signals Markets Don't Look for Another Bloomberg / John M. Berry

Consumer spending lowest in 3 months AP via CNN

Claims for Unemployment Benefits Fall LA Times

U.S. Stocks Decline; Citigroup Retreats on Dividend Concern Bloomberg / Eric Martin

Blockbuster 3rd-quarter loss widens as company plans job cuts AP via Houston Chronicle

Meyer, Others Resign From BoA NY Post / Roddy Boyd

Number of U.S. homes facing foreclosure doubles AP via Houston Chronicle / Alex Veiga

Foreclosures: Moving on up CNN / Keisha Lamothe

Giving thanks for $100 oil Marketwatch / Kevin Kerr

Gold shares offer greater leverage than bullion Marketwatch / Thomas B. Winmill

Fed raises spectre of renewed inflation London Times / Gerard Baker

Fed warns on inflation as it cuts rates to shore up growth London Times / Gary Duncan

Partying like it's 1999 Marketwatch / Mark Hulbert

Hong Kong Forward Currency Traders Bet on Revaluation Bloomberg / Liz Capo McCormick

Crude Oil Reaches Record $95.91 on Decline in U.S. Stockpiles Bloomberg / Christian Schmollinger and Angela Macdonald-Smith

Volume Still On Pace To Break '05 Records Bond Buyer / Matthew Hanson

U.S. Notes Fall; Fed Statement Damps Forecasts for Further Cuts Bloomberg / Wes Goodman

A Rate Cut, but a Sense It Stops Here NY Times / Edmund L. Andrews

Asian Stocks Advance on Fed Rate Cut; Canon, BHP Lead Gains Bloomberg / Hanny Wan and Emma O'Brien

Australia's Retail Sales Increase More-Than-Expected Bloomberg / Victoria Batchelor

Dollar May Extend Decline as Fed Rate Cut Spurs Risky Bets Bloomberg / Min Zeng


Ambac, MBIA Fall; Goldman, Morgan Stanley Cut Rating Bloomberg / Christine Richard

Oil settles near $96 AP via CNN

Big tax reforms: Who'd pay, who'd save CNN / Jeanne Sahadi

US economy FT / Lex

Treasurys pare gains as stocks turn positive Marketwatch / Lisa Twaronite

Credit Is Three-Dimensional Institutional Advisors via Safehaven / Bob Hoye

Gold surges above $800 to highest level since 1980 Marketwatch / Polya Lesova

Crude rises as strong payrolls fuel demand for oil Marketwatch / Moming Zhou & Polya Lesova

Coming to Wall Street - a $10B hit CNN / Grace Wong

Merrill Declines on Concern New Writedown May Reach $10 Billion Bloomberg / Yalman Onaran

Friday’s Analysis / Marty Chenard

Stocks turn mixed in midday trade CNN / David Ellis

Walgreen sales up 6.9% last month Chicago Tribune / James P. Miller

Credit Crunch: More To Come Forbes / Liz Moyer

Bank Bonds Riskier Than Company Debt, Credit-Default Swaps Show Bloomberg / Hamish Risk

Investment Banks to Take More Writedowns AP via Forbes / Stephen Bernard

Gold futures gain after strong payroll data Marketwatch / Polya Lesova

Futures turn positive on jobs report CNN

Jobs growth picks up CNN / Chris Isidore

U.S. Payrolls Rose 166,000 in October; Rate at 4.7% Bloomberg / Joe Richter

Oil back near $96 after respite BBC News

Dollar Declines to Record Low Against Euro After Payroll Report Bloomberg / Min Zeng

30-year mortgages fall to 5-month low as economy slows AP via Baltimore Sun

LI foreclosure rate climbs by double digits Newsday / Tami Luhby

Bond market sees Fed's rate-cut as inflationary, Seiver says Marketwatch / Mark Hulbert

Interest-rate cuts: a slow stimulus Christian Science Monitor / Ron Scherer

Fed gives cover in face of perfect storm London Times / Tom Bawden

House Panel Backs Tax Measure Offering Breaks for Middle Class Washington Post / Jonathan Weisman and Jeffrey H. Birnbaum

Drought pushes states to find new fixes / Karen Nitkin

Dow in dive as oil soars Boston Herald / Jay Fitzgerald

Quarter Adds to Troubles At Sprint Washington Post / Kim Hart

UK: Interest rates putting brake on economy as consumers feel the pinch London Times / Gabriel Rozenberg

U.S. Notes Fall; Record Crude Oil Costs Raise Inflation Concern Bloomberg / Wes Goodman

Asian Stocks Slide as Citigroup Plunge Renews Subprime Concern Bloomberg / Patrick Rial

In Wild Swing, Stocks Give Up Rate-Cut Gains NY Times / Michael M. Grynbaum

Income Data Hints at Underlying Economic Strength NY Times / Michael M. Grynbaum

Tapped Out, but Hopeful: A Break in Texas’s Oil Decline NY Times / Clifford Krauss

Dollar Heads for Weekly Decline Against Euro Before Jobs Report Bloomberg / Kosuke Goto and Stanley White

South Korea's Kwon Says Won Gain Won't Cool Accelerating Growth Bloomberg / Seyoon Kim and Mike Firn

UK: Slowdown 'faster than MPC wants' Telegraph / Edmund Conway

Oil Rises in New York, Resuming Trend Toward $100 a Barrel Bloomberg / Angela Macdonald-Smith


Stock sell-off crushes financials, home-builder ETFs Marketwatch / John Spence

Downward Spiral of Deep Junk Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

CA: New car sales fall as buyers shun debt San Diego Union Tribune / Dean Calbreath

Economy defies ominous road signs Washington Times / Patrice Hill

Analysts issue mortgage warning AP via Seattle Times / Stephen Bernard

U.S. stocks to extend losses next week Marketwatch / Carla Mozee

Congress pushes Bush for help on mortgage crisis AP via Washington Times

Canada: Dollar's climb sparks fears of economic disconnect Globe and Mail / Tara Perkins

The Federal Reserve Rate Cut Lew Rockwell / Ron Paul

Why the Fed Will Cut and Cut Again Thoughts From The Frontline via Safehaven / John Mauldin

The Fed, The Discount Rate and Manipulation Cycles News and Views via Safehaven / Tim Wood

Managers of money funds may take the hit LA Times / Tom Petruno

More problems ahead for Citigroup Fortune via CNN

Dollar Falls to Record Low Versus Euro on Credit Concern, Fed Bloomberg / Min Zeng

Crude oil prices top $96 a barrel again AP via Philadelphia Inquirer / John Wilen

Text of President Bush's weekly radio address Marketwatch

U.S. Stocks Decline on Speculation of Bigger Loan Writedowns Bloomberg / Lynn Thomasson

Wall Street ekes out gains to end session AP via Contra Costa Times / Tim Paradis

For stocks, Fed chief in the spotlight Reuters / Cal Mankowski

Berkshire Profit Surges 64 Percent on Sale of PetroChina Stake Bloomberg / Josh P. Hamilton



Democrats wake up to being the party of the rich FT / Michael Franc

Asian markets continue to decline on financials Marketwatch / V. Phani Kumar

How Long Can The US Economy Defy Economic Gravity? Brookes News via Safehaven / Gerard Jackson

CIBC retreats from Wall Street Globe and Mail / Tara Perkins

Why You Pay Social Security Benefit Taxes Washington Post / Martha M. Hamilton

Tales of overseas real estate ownership San Francisco Chronicle / Kathleen Pender

Prince out; Rubin, Bischoff to split duties at Citi Marketwatch / Alistair Barr and Jeffry Bartash

Pimco's Clarida Sees Fed Cutting Rates to Head Off Recession Bloomberg / Tal Barak

Driver or 2-Iron? Pimco / Mark Kiesel

Oil falls on profit taking Reuters / Fayen Wong

Another Wall Street Chief Falls Forbes / Liz Moyer

Citigroup's day of reckoning CNN

Citigroup Names Rubin as Chairman and Plans More Write-Downs NY Times / N. Gregory Mankiw

UK: New credit crisis sparks rate-cut plea Guardian – Observer / Heather Stewart

What’s the damage? Why banks are only starting to uncover their subprime losses FT / Gillian Tett and Paul J Davies

Bernanke back on the Capitol Hill hot seat Marketwatch / Rex Nutting

Sector weightings skew individual investors' results Pittsburgh Tribune Review / Gregory M. Drahuschak

Wall Street awaits signals on economy AP via CNN

Americans Dissatisfied With Direction of Country, Poll Finds Bloomberg / Nadine Elsibai

Report: Rubin may step in if Prince steps down Marketwatch / Alistair Barr and Jeffry Bartash

Plenty of bull to go around in CEO's exit Pittsburgh Tribune Review / Jack Markowitz

Pressure on banks FT

Analyst who downgraded Citigroup threatened Reuters via MSNBC

Is Canada's heath system a cure for U.S.? Dallas Morning News / Jim Landers

2 inventors improve on ordinary items AP via Seattle Post Intelligencer / M.R. Kropko

China has addiction to coal AP via Pittsburgh Tribune Review

Raise eurozone rates now or risk inflation FT / Wolfgang Munchau

Gold could hit $US850 in weeks Australian / Robin Bromby

Services Probably Expanded at Slower Pace: U.S. Economy Preview Bloomberg / Bob Willis

MI: Retailers forecast small holiday sales Lansing State Journal

Buyer's market is not always what it seems Chicago Tribune / Marilyn Kennedy Melia

Think home-price slide is over? The worst appears yet to come San Diego Union Tribune / Dean Calbreath

Earnings Weakness Roils the Market Wall Street Journal / Gregory Zuckerman

You can 'run up the score' with your mutual funds but you may pay Marketwatch / Chuck Jaffe

Barclays fall presages more trouble Independent

Ex-Treasury Chief to Fill In at Citigroup NY Times / Eric Dash

Where Did the Buck Stop at Merrill? NY Times / Graham Bowley and Jenny Anderson


The Credit Recession Morgan Stanley / Richard Berner and David Greenlaw

Scramble to insure against more oil price rises FT / Javier Blas

Gold trades at 28-year high on safe-haven buying Marketwatch / Polya Lesova

Tax Reform Promises Treats, Delivers Tricks Texas Straight Talk via Safehaven / Ron Paul

ECB Rate Change on the Radar? Morgan Stanley / Elga Bartsch

Asian stocks mostly firmer as banks rebound Reuters / Ian Chua shares jump 165% in Hong Kong debut Marketwatch / Chris Oliver

Muni Bond Tax Breaks Get Support From U.S. Justices Bloomberg / Greg Stohr

Citi: Size Doesn't Matter Forbes / Liz Moyer

The greenback wilts Telegraph / Ian Cowie

Greenspan-High US home inventories a major concern Reuters

The Specter of Stagflation Ludwig von Mises Institute / David Saied

U.S. Fed policymakers' recent comments Reuters

Bonds hit session lows as stocks briefly positive Reuters

Commodities slip as credit concerns grow AP via Houston Chronicle / Lauren Villagran

The Challenges Facing Subprime Mortgage Borrowers Federal Reserve Board / Randall S. Kroszner

FDIC Approves Implementation of Basel II Capital Rule FDIC

Subprime bailouts: Chump check CNN / Les Christie

Fed: Mortgage Standards Tightening AP via Washington Post / Martin Crutsinger

Oil falls from the highest close, down nearly $2 a barrel Marketwatch / Moming Zhou

Subprime Contagion May Claim 10-Year Treasuries Next Bloomberg / Daniel Kruger

Time Warner CEO Parsons to resign CNN / Paul R. La Monica

Oil's Recent Rise Not as Familiar as It Looks Washington Post / Steven Mufson

Stubborn loonie still flying high Globe and Mail / Roma Luciw

Supermodel Bundchen Joins Hedge Funds Dumping Dollars Bloomberg / Bo Nielsen and Adriana Brasileiro

Sallie Mae Bonuses Linked To Buyout Washington Post / Thomas Heath

Rubin to Draw on Crisis Management Experience at Citi Bloomberg / Rich Miller and Yalman Onaran

Perils of Plenty: Can Foreign Reserves Grow Forever? Pimco / Paul McCulley and Ramin Toloui

Bond Risk Jumps to Highest Since August on Citigroup Writedowns Bloomberg / Hamish Risk and Shannon D. Harrington

Municipal-bond tax breaks face court challenge Christian Science Monitor / Margaret Price

Monday’s Analysis / Marty Chenard

Global-Growth Bets Trump U.S. Consumers, Dollar / Igor Greenwald

Indexes Battle Back In Early Trading Investors Business Daily / Vincent Mao

U.S. Stocks Decline, Led by Financials; Citigroup, Merrill Fall Bloomberg / Michael Patterson

FL: Recession symptoms near fever level Palm Beach Post / Alexandra Clough

MI: State's economic woes may cause retailers to scrimp on holiday jobs Detroit News / Jennifer Youssef

October 2007 Non-Manufacturing ISM Report On Business Institute for Supply Management

U.S. Economy: Growth in Services Unexpectedly Accelerates Bloomberg / Bob Willis

October services index above Wall Street's view Marketwatch / Ruth Mantell

Jobs abound, despite housing woes Christian Science Monitor / Ron Scherer

Where Have All the Hedge Funds Gone? To Renaissance Bloomberg / Katherine Burton

Merrill Said To Tap Fink Forbes / Evelyn M. Rusli

Chocolate? It’s hot Newsday / Becky Aikman

Retired? Not for long. Christian Science Monitor / Marilyn Gardner

Financial Instability and Monetary Policy Federal Reserve Board / Frederic S. Mishkin

Fed not bailing out Wall Street, Mishkin says Marketwatch / Rex Nutting

Fed's rate cuts foreshadow greenback's decline Globe and Mail / Andrew Bush

Is the Fed through cutting interest rates? MSNBC / John W. Schoen

A Taxing Question On Municipal Bonds Forbes / Brian Wingfield

Gold futures edge lower, but trade above $800 Marketwatch / Polya Lesova

Citi's Rubin: Company to maintain current strategy Marketwatch / David Enrich

Weill's Profit Machine Breaks Down on Citi Writedowns Bloomberg / Bradley Keoun and Edgar Ortega

Citi Is A Mess Forbes / Liz Moyer

Yen Rises as Citigroup Writedowns Prompt Carry-Trade Reduction Bloomberg / Agnes Lovasz and Stanley White

Trichet May Jettison Rate Rise Even as Europe Inflation Surges Bloomberg / Simon Kennedy and Ben Sills

Ben Bernanke must step over media tripwires London Times / Anatole Kaletsky

Cox's Orders: 15c2-12 To Allow Muni-Edgar Bond Buyer / Andrew Ackerman

Foreclosure wave sweeps America BBC News / Steve Schifferes

Oil Falls From Record in New York as Turkey-Iraq Tension Eases Bloomberg / Angela Macdonald-Smith and Christian Schmollinger

Asian Stocks Slide on Subprime Concerns; Mitsubishi UFJ Falls Bloomberg / Chen Shiyin and Kotaro Tsunetomi

Subprime Contagion May Claim 10-Year Treasuries as Next Victim Bloomberg / Daniel Kruger

Citigroup Names Rubin as Chairman and Plans More Write-Downs NY Times / Eric Dash

Hong Kong Peg Is a Code Alibaba Couldn't Break Bloomberg / Andy Mukherjee


Risk of securities fire sale mounts FT / David Wighton, Saskia Scholtes and Gillian Tett

Crude oil visits $98-a-barrel threshold Marketwatch / Chris Oliver

Greenspan Absolves Himself Ludwig von Mises Institute / Frank Shostak

Caught Red Handed Killing the Dollar Daily Reckoning via Safehaven / The Mogambo Guru

Brokerages set sail with boomer dollars Marketwatch / Thomas Kostigen

Financials Have a Long Road to Recovery / James B. Stewart

Nasdaq to buy Philadelphia exchange: sources Reuters / Anupreeta Das

IndyMac reports huge loss LA Times / E. Scott Reckard

Goldman's Employee Pay Will Top Bear's Market Value Bloomberg / Christine Harper

Wall Street Rallies, but Worries Remain AP via Orlando Sentinel / Madlen Read

Market bulls pull off a winner CNN / David Ellis

Companies find U.S. an attractive location Dallas Morning News / Jim Landers

Before the Court: Are Munis Like Milk, or Garbage? NY Times / Linda Greenhouse

Microfinance in the United States Federal Reserve Board / Ben S. Bernanke

Bernanke praises microloans AP via CNN

Sharing the spoils The Economist

Oil's rise finally pumping up gasoline prices AP via Charlotte Observer / John Wilen

Oil Rises Above $97 to a Record as North Sea Platforms Closed Bloomberg / Mark Shenk

U.S. Stocks Advance, Led by Commodities Producers; Exxon Gains Bloomberg / Michael Patterson

Goldman: Microsoft's Lost Its Halo Forbes / Evelyn M. Rusli

Stocks Recover After Early Pullback AP via Forbes / Tim Paradis

Citigroup's Subprime Explanation Defies Belief Bloomberg / Jonathan Weil

O'Neal's Agony, or, in the Bunker With Stan Bloomberg / Michael Lewis

Wall Street's bonus anxiety CNN / David Ellis

Bonds pare losses as stocks turn lower Reuters

Gold Reaches 27-Year High on Dollar, Oil Records; Silver Gains Bloomberg / Pham-Duy Nguyen

Crude oil rallies to new high at $97 a barrel Marketwatch / Polya Lesova

Oil hits another record above $96 CNN / Steve Hargreaves

Tuesday’s Analysis / Marty Chenard

Indexes Reverse Early Gains Investors Business Daily / Vincent Mao

Greenspan, King see more pain for banks, U.S. Reuters / Mike Peacock

CA: Cities battle default wave Sacramento Bee / Jim Wasserman

Bank downgrades unlikely despite challenges - S&P Reuters

The Fed may not see any 'spillovers,' but banks sure do Marketwatch / Dr. Irwin Kellner

National Economic Update Federal Reserve Bank of Dallas

The October 2007 Senior Loan Officer Opinion Survey on Bank Lending Practices Federal Reserve Board

Dollar Falls to Record Low Versus Euro; Fed May Lower Rates Bloomberg / Bo Nielsen and Min Zeng

The Times Finally Gets It – On Jobs Figures NY Post / John Crudele

Wall Street firms see recession nearing Reuters via Bondhead Referral / John Poirier

Soros sees "serious" economic correction Reuters via Bondhead Referral and Yahoo / Walter Brandimarte

5 newspaper giants in talks about online ad network Chicago Tribune / Michael Oneal

IndyMac Reports $202.7 Million Loss as Mortgages Sag Bloomberg / David Mildenberg

Teflon Traders NY Post / Roddy Boyd

U.S. Notes Fall; Stock Advances Damp Demand for Safest Assets Bloomberg / Anchalee Worrachate and Wes Goodman

It’s Time To Notice The Brokerage and Banking Stocks Implosion NY Post / Terry Keenan

Texas Dominates Bond Ballots as Voters Decide on $29 Billion Bloomberg / Jeremy R. Cooke

The economic trends that will survive this current instability Daily Standard / Irwin M. Stelzer

Fitch Will Reevaluate Guarantors Bond Buyer / Matthew Hanson

Being a contrarian takes guts, like buying Citigroup stock Marketwatch / Mark Hulbert

Regulation, new players, credit policy top the Street's agenda Marketwatch / David Weidner

Oil Prices Rise in Asia Trading AP via Washington Post / Gillian Wong

Pats win big for CBS Boston Herald / Greg Gatlin

Bond Buyers Are Losing Confidence NY Times / Vikas Bajaj

U.S. Notes Little Changed; Kroszner Says Delinquencies May Rise Bloomberg / Wes Goodman

Borrowers Face Dubious Charges in Foreclosures NY Times / Gretchen Morgenson

Arch critic calls for Citigroup to be broken up Telegraph / James Quinn

Banks have got it wrong Telegraph / Damian Reece

Shanghai listing makes PetroChina the first trillion-dollar company London Times / Jane Macartney

White House to Offer Own Plan on Product Safety NY Times / Stephen Labaton

Dollar Trades Near Record Low on U.S. Interest-Rate Outlook Bloomberg / Kosuke Goto

Oil Rises on Speculation U.S. Stockpiles Declined Last Week Bloomberg / Gavin Evans

Why the '08 race could break the mold Christian Science Monitor / Linda Feldmann



A new federal tax on mining threatens American industry Daily Standard / Whitney Blake

Bubbles, Bubbles, Toil and Trouble Fiend’s SuperBear Page / Aubie Baltin

The End of History? Federal Reserve Board / Kevin Warsh

Gold runs hot and cold Chicago Tribune / Gail MarksJarvis

The Empty Threat Of $100 Oil Forbes / Paul Maidment

The Robert Rubin and Ben Bernanke Death Embrace Safehaven / Charles Zentay

Stocks plunge with dollar; Dow down 360 AP via San Antonio Express Courier / Tim Paradis

On Rocket Science Federal Reserve Bank of Atlanta / Dennis P. Lockhart

Dollar Depreciated Further in October Federal Reserve Bank of Atlanta

Dollar off lows, but still under pressure Marketwatch / Steve Goldstein and Lisa Twaronite

Banks Face $100 Billion of Writedowns on Level 3 Rule Bloomberg / John Glover

Treasury Yield Curve Steepest Since 2005 on Tumble in Stocks Bloomberg / Sandra Hernandez and Daniel Kruger

Consumer borrowing grows but at slow pace AP via USA Today / Martin Crutsinger

Big selloff on Wall Street CNN / David Ellis

Dow Falls 361 Points / Mark Glassman

Cisco's earnings beat estimates CNN / Ben Rooney

DirecTV profit slips 14 percent, but revenue jumps with demand AP via Fresno Bee / Alex Veiga

Washington Mutual Falls Hard, Again Forbes / Carl Gutierrez

Mortgage Applications Decrease Slightly In Latest MBA Weekly Survey Mortgage Bankers Association

Congress Lags The Markets On Mortgage Mess Forbes / Brian Wingfield

Availability of credit to small businesses Federal Reserve Board / Frederic S. Mishkin

Gold rallies to new 28-year high on dollar tumble Marketwatch / Polya Lesova

Much higher oil prices seen in U.S. future Rocky Mountain News / Roger Fillion

Healthier oil inventories stem rising price AP via Houston Chronicle

Wholesale inventories leanest ever in September Marketwatch / Rex Nutting

Wednesday’s Analysis / Marty Chenard

U.S. Stocks Drop on Slumping Dollar, Mortgage Concern; GM Falls Bloomberg / Michael Patterson

Treasurys mixed as credit fears surface AP via Houston Chronicle / Leslie Wines

Catching the falling dollar Fortune via CNN / Renuka Rayasam

UK: Pound breaks through $2.10 level BBC News

CO: Metro home prices drop 5.4% in a year Rocky Mountain News / John Rebchook

Milking it The Economist

Europe's central banks seen refraining from cuts Marketwatch / Steve Goldstein and Simon Kennedy,

Made in America tops holiday toy lists Detroit News / Nathan Hurst

The Role of Central Banks in Credit Markets Federal Reserve Bank of Richmond / Jeffrey M. Lacker

GM's $39B loss a record CNN / Chris Isidore

Write-Downs Spike GM Forbes / Andrew Farrell

Toyota earnings climb, forecast raised AP via CNN

Commodities Sink Sara Lee 1Q Profits AP via San Francisco Chronicle / Ashley M. Heher

Productivity in U.S. Increases More Than Forecast Bloomberg / Courtney Schlisserman

Worker productivity jumps AP via CNN

Bottomless Banking Forbes / Liz Moyer

Toggle Bonds Lose Toxic Taint as Subprime Contagion Subsides Bloomberg / Bryan Keogh and Sarah Rabil

Citigroup Credit Swaps Near Highest in Five Years Bloomberg / Shannon D. Harrington

Glittering new gold standard? Chicago Tribune / Mary Ellen Podmolik

New Record Low for Dollar AP via Forbes / Matt Moore

Bond insurers set off fresh wave of credit panic Telegraph / Ambrose Evans-Pritchard

Ten-Year Treasuries Little Changed Before $13 Billion Debt Sale Bloomberg / Wes Goodman

The British grocery invasion Marketwatch / Matt Andrejczak

Asian Stocks Rise as Commodities Rally; BHP, Softbank Gain Bloomberg / Chen Shiyin and Emma O'Brien

Googlemania strikes again Telegraph / David Litterick

Oil and stocks can't both go up in tandem forever Marketwatch / Mark Hulbert

Oil Rises Above $98 to a Record on Dollar, North Sea Disruption Bloomberg / Nesa Subrahmaniyan and Angela Macdonald-Smith

Japan's Economy Probably Had Short-Lived Rebound Bloomberg / Lily Nonomiya

Within the Fed, Resistance to Further Rate Cuts NY Times / Edmund L. Andrews

Oil Rises to Record as BP, Conoco Evacuate North Sea Platforms Bloomberg / Angela Macdonald-Smith and Nesa Subrahmaniyan

Dollar Slumps to Record Low Against Euro on Subprime Losses Bloomberg / Stanley White and Kosuke Goto

Australia Raises Interest Rate to 6.75% on Inflation Bloomberg / Victoria Batchelor and Gemma Daley


Some 2nd mortgages for down payments drying up AP via Houston Chronicle

Price is (not) right: Appraisals now sink sales Boston Herald / Jay Fitzgerald

A Conversation with Milton Friedman Federal Reserve Bank of Dallas / Richard W. Fisher

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

October 2007 12L Economic Trends pdf Federal Reserve Bank of San Francisco

Fed says did not intervene in FX market in Q3 Reuters

Ready for a rout? The Economist

Pegged on The Economist

Oil's long tail Marketwatch / Jennifer Waters

Is $100 Oil Cheap? Casey Research via Safehaven / Chris Gilpin

Brazil announces new oil reserves BBC News / Gary Duffy

US Congress defies Bush, hikes health care spending Reuters / Richard Cowan

Paulson Says China Viewed as `Out of Step' on Currency Policy Bloomberg / John Brinsley and Anthony Massucci

Clinton's Right on Delaying Social Security Fix Bloomberg / John M. Berry

Water Is Gold Lew Rockwell / Doug French

Will Cisco catch the cold that's going around? Marketwatch / Benjamin Pimentel

Dow stages late comeback after 200-point dive; Nasdaq closes off 1.9% Marketwatch / Kate Gibson

Stock Market Continues Downhill NY Times / Michael M. Grynbaum

Asia: Running fast The Economist

Morgan Stanley Marks Down $3.7 Billion, Cuts Outlook Bloomberg / Christine Harper

S&P Says State Street CDO Liquidates; Ratings Slashed Bloomberg / Jody Shenn

Treasurys rally; 10-yr yield at 2-yr low after Bernanke Marketwatch / Nick Godt

Treasury Notes Rise to Highest Since 2005 on Bernanke's Remarks Bloomberg / Sandra Hernandez and Daniel Kruger

Friedman Designated Chair of New York Fed Board, Hughes Redesignated Deputy Chair Federal Reserve Bank of New York

Fed funds futures now suggest a 50 basis point rate cut in December is likely AFX via Forbes

Bernanke: Hope You Like Inflation Forbes / Andrew Farrell

Bernanke Says Fed Sees Slower Growth, Inflation Risk Bloomberg / Craig Torres and Scott Lanman

Bernanke: Fed focused on proper valuation by US banks Reuters / John Poirier

It's Time to Get Mad About the Economy / Igor Greenwald

Precious metals rise as dollar slides AP via Beaufort Gazette / Madlen Read

House Approves $471B Defense Budget AP via Forbes / Andrew Taylor

Congress Overrides Bush for First Time on Water Bill Bloomberg / Brian Faler

A Taxing Mission Forbes / Brian Wingfield

US mortgage rates fall in latest week -Freddie Mac Reuters

Stocks sink more after Fed details economic pitfalls Marketwatch / Kate Gibson

Stocks Down, Buybacks Up / Stephen Taub

A Sinking Feeling Over The Dollar Washington Post / Neil Irwin

Greenback on the brink Globe and Mail / Heather Scoffield

The economic outlook Federal Reserve Board / Ben S. Bernanke

Bernanke: Credit, oil still concerns CNN / Paul R. La Monica

Fed Chairman Sees Period of Slow Growth AP via San Francisco Chronicle / Martin Crutsinger

Stocks slide on Bernanke, credit fears CNN / David Ellis

Thursday’s Analysis / Marty Chenard

McDonald's same-store sales jump in October AP via Marketwatch / Russ Britt Russ Britt

Toll Brothers sales plunge CNN / Chris Isidore

More Ill-Advised Tax Hikes National Review / Phil Kerpen

FL: Nonprofits supercharge Florida's economy Miami Herald / Jim Wyss

CO: DIA traffic a record for Sept Rocky Mountain News / Chris Walsh

Bankruptcy Law Backfires on Banks as Foreclosures Offset Gains Bloomberg / Kathleen M. Howley

Gold futures surge as safe-haven rally continues Marketwatch / Polya Lesova

MD: Businesses feel the fuel pinch Baltimore Sun / Paul Adams and Jamie Smith Hopkins

October retail sales spooked CNN / Parija B. Kavilanz

U.S. initial jobless claims fall 13,000 to 317,000 Marketwatch / Ruth Mantell

Black Eye for U.S. Auto Market Might Come in 2008 Bloomberg / Doron Levin

Veterans aren't panicking over Dow's 360-point plunge Marketwatch / Peter Brimelow

Bank’s Balance Sheets Will Hit Fan In January NY Post / John Crudele

New Titanic Threat NY Post / Paul Tharp

Next on Wall Street: `Honey, I Shrunk the Bonus' Bloomberg / Mark Gilbert

Citi Short List Forbes / Liz Moyer

Rubin Favors `Strong Stock' Policy for Citigroup Bloomberg / Caroline Baum

ECB holds rates steady AP via CNN

Trichet Says ECB Stands Ready to Counter Price Risks Bloomberg / Christian Vits and Simone Meier

CA: Writers strike won't be showstopper for economy San Francisco Chronicle / Kathleen Pender

Homeowners Feeling the Pinch of Lost Equity NY Times / Peter S. Goodman

Sarkozy fears 'economic war’ as dollar slides Telegraph / Ambrose Evans-Pritchard

Dollar, oil prices hint of inflation Christian Science Monitor / Mark Trumbull

What Economic Slowdown? Small Businesses Grow Stronger NY Times / Brent Bowers

Bonds Get Thumbs Up Across U.S. Bond Buyer / Jason Philyaw

U.S. Treasuries Are Little Changed as Bonds Outperform Stocks Bloomberg / Wes Goodman

What's behind Ron Paul's huge '08 fundraising haul Christian Science Monitor / Linda Feldmann

Bending Ears on Economics as ’08 Nears NY Times / Louis Udhitelle

Oil Declines a Second Day on Signs U.S. Demand May Be Slowing Bloomberg / Gavin Evans

Yuan Rises Most in Two Weeks; Reserve Plan Sparks Dollar Drop  Belinda Cao

Japan's Stocks Drop by the Most Since August on Subprime Losses Bloomberg / Patrick Rial

Bank of Korea Keeps Key Rate at Six-Year High of 5% Bloomberg / Kim Kyoungwha


From Main Street to Wall Street Euro Pacific via Safehaven / Peter Schiff

CA: Home builders mothball projects Sacramento Bee / Jim Wasserman

Could California be in recession? Marketwatch / Rex Nutting

Beaten-Down Stocks Limp Into Weekend Forbes / Steve Schaefer

Dow drops over 200 points CNN / Steve Hargreaves

MGIC, PMI Surge After Old Republic Becomes Top Holder Bloomberg / Josh P. Hamilton

E-Trade backs off earnings forecast Marketwatch / Alistair Barr

House Passes Tax Rise on Hedge-Fund, Buyout Managers Bloomberg / Ryan J. Donmoyer and Alison Fitzgerald

JPMorgan Chase Held $40.6 Billion in Leveraged Loans Bloomberg / Elizabeth Hester

Barclays Chief Says Silence Is Denial of Loss Rumors Bloomberg / Neil Unmack and Ben Livesey

Greenback languishes, but not U.S. economy Globe and Mail / Neil Reynolds

How To Make Money Online Forbes / Lisa LaMotta

The Dollar Crisis Lew Rockwell / Llewellyn H. Rockwell, Jr.

Gold futures edge lower, as traders book profits Marketwatch / Polya Lesova

Bonds rise on credit jitters, brush off data Reuters

U.S. Three-Month Bill Yields Tumble as Subprime Concern Rises Bloomberg / Sandra Hernandez and Daniel Kruger

Housing to Take Toll on U.S., Fed to Lower Rate Bloomberg / Joe Richter and Andy Burt

Bernanke affirms dollar role Washington Times / Patrice Hill

Wall St hit by tech, credit jitters Reuters / Ellis Mnyandu

Friday’s Analysis / Marty Chenard

U.S. Stocks Decline to Two-Month Low; Qualcomm, Wachovia Fall Bloomberg / Michael Patterson

Wachovia, Capital One say credit conditions worsen Reuters via Washington Post / Jonathan Stempel

Prince Alwaleed: Why Chuck had to go CNN / Andy Serwer and Barney Gimbel

Consumers in 'danger zone' of worry Marketwatch / Ruth Mantell

US consumer sentiment tumbles in Nov - U.Michigan Reuters / Burton Frierson

UT: Economic future rosy for Utah Salt Lake Tribune / Steven Oberbeck

Investors Shred Bernanke's `Balanced' Outlook, Bet on Rate Cut Bloomberg / Craig Torres

92 per cent odds of Fed rate cut Globe and Mail / Leonard Zehr

U.S. Trade Gap Unexpectedly Shrinks as Exports Soar Bloomberg / Bob Willis

Trade deficit lowest in 28 months AP via CNN

More Americans have money left after expenses AP via Cincinnati Enquirer / Vinnee Tong

Office Depot to restate earnings going back to 3rd quarter 2006 Dow Jones and AP via South Florida Sun Sentinel

Wachovia to allocate $600M for loan losses CNN

Yen Advances to 18-Month High Against Dollar as Stocks Decline Bloomberg / Min Zeng and Agnes Lovasz

No irrational exuberance Marketwatch / Mark Hulbert

Dollar Is Battered and Bruised, Not Yet Out: Michael R. Sesit Bloomberg / Michael R. Sesit

Trade Accord Causes a Split of Democrats NY Times / Steven R. Weisman

Rising Demand for Oil Provokes New Energy Crisis NY Times / Jad Mouawad

At Morgan Stanley, a New Focus on Succession NY Times / Landon Thomas, Jr.

U.S. 2-Year Notes Head for Weekly Gain as Credit Losses Spread Bloomberg / Wes Goodman

Recession isn't in cards, says Fed chief Bernanke Atlanta Journal Constitution / Marilyn Geewax

Border issue vexes Congress Christian Science Monitor / Gail Russell Chaddock

Thompson fires it up in his make-or-break state Christian Science Monitor / Ariel Sabar

Dollar at Record Low Against Euro on Slowing Growth Outlook Bloomberg / Stanley White and David McIntyre

China's Monthly Trade Surplus May Top $30 Billion Bloomberg / Nipa Piboontanasawat



Cheap dollar, but no flood of tourists Pittsburgh Post Gazette / Mackenzie Carpenter

Foreign cash could boost housing market AP via Detroit News / Stephen Bernard

How low will dollar go? Charlotte Observer / Jonathan B. Cox

The Fed Has Wrecked the Stock Market Lew Rockwell / Mike Whitney

MD: Home sales plunge again Baltimore Sun / Lorraine Mirabella

As Oil Soars, Natural Gas Is a Bargain NY Times / Floyd Norris

Gas prices could set records by Thanksgiving as oil costs rise San Francisco Chronicle / David R. Baker

Text of President's weekly radio address Marketwatch

Paulson Defends Dollar's Status as Trichet, Flaherty Decry Drop Bloomberg / Simon Kennedy and John Brinsley

House Backs Tax Relief Bill, but Fate in Senate Is Unsure NY Times / Edmund L. Andrews

Stocks to see more pain led by techs, financials Marketwatch / Nick Godt

Another Steep Plunge Ends Harsh Week for Stocks NY Times / Michael M. Grynbaum

Latest Dow dive strikes fear on U.S. economy Boston Herald / Jerry Kronenberg

Weak dollar helps cut trade deficit AP via Allentown Morning Call / Martin Crutsinger

European Notes Advance in Week on Signs Credit Losses Widening Bloomberg / Lukanyo Mnyanda

Oil Price Rise Causes Global Shift in Wealth Washington Post / Steven Mufson

Canada: Premiers inflate their monetary expertise Globe and Mail / Derek DeCloet

China Orders Banks to Raise Reserves to Cool Economy Bloomberg / Nipa Piboontanasawat

His passion for solar still burns LA Times / Elizabeth Douglass


Ron Paul, Here's My Five-Step Plan to Make Bernanke Cry Think, Invest via Safehaven / Charles Zentay

Citi's giant write-downs: What did it know, and when did it know it? CNN / Carol Loomis

Investors brace for more bad bank news AP via Houston Chronicle / Madlen Read

Asia deep in the red Marketwatch / V. Phani Kumar

Doubling down on a global downturn Marketwatch / John Spence

Dow Theory raises bearish red flag USA Today / Adam Shell

How can GM lose $38 billion and stay afloat? MSNBC / John W. Schoen

Hershey Names Wolfe as Chairman, Elects 8 Directors Bloomberg / Bob Ivry

Probing the Depth of the Downturn Washington Post / Tomoeh Murakami Tse

With debt at $9 trillion, U.S. isn't 'going concern' Baltimore Sun / Jay Hancock

What's up with oil prices, anyway? McClatchy via Allentown Morning Call / Kevin G. Hall

Emerging debt still vulnerable to credit fears Reuters / Walter Brandimarte

The Depreciating Dollar and the US Economy Brookes News via Safehaven / Gerard Jackson

MO: Area's rising unemployment rate is a puzzle, as more jobs are created St. Louis Post Dispatch / David Nicklaus

NY: Home loan crisis threatens LI economy Newsday / Randi F. Marshall and Tom McGinty

Countrywide’s Chief Salesman and Defender NY Times / Gretchen Morgenson and Geraldine Fabrikant

Sales Probably Cooled as Fuel Prices Rose: U.S. Economy Preview Bloomberg / Carlos Torres

Recession talk could remain just that–talk London Times / Irwin Stelzer

Weak growth, higher prices to be seen in data Marketwatch / Rex Nutting

Consumers showing financial fatigue outside mortgages causing concern AP via Journal News / Rachel Beck

Days of getting easy cash are over Detroit Free Press / Susan Tompor

Struggling homeowners, prospective buyers hope cap on conforming mortgage loans will be lifted San Diego Union Tribune / James Giannini

In the Bond Market, a Bleak Prognosis for Iraq NY Times / Austan Goolsbee

Bond fund investors nervous about damage from subprime debt should research before selling AP via Journal News / Tim Paradis

Is the Market Finally Waking Up? US News and World Report via NY Times / Paul J. Lim

Falling Dollar Adds to Investor Woes Wall Street Journal / Gregory Zuckerman and Craig Karmin

When it comes to investing, let reason, not emotion be your guide Pittsburgh Tribune Review / Gregory M. Drahuschak

Insiders Bail, Stockholders Suffer NY Times / Nelson D. Schwartz

Feds may ease export rules Boston Herald / Jay Fitzgerald

Congress may fail to act on AMT limit Sacramento Bee / Kevin G. Hall

Stat of The Week Wall Street Journal

U.S. Banks Reach Agreement on SIV Backup Fund, N.Y. Times Says Bloomberg / Dan Hart

Wachovia's portfolio loss set at $1.1 billion AP via Contra Costa Times / Ieva M. Augstums

'The era of cheap oil is dead': $100 a barrel is on the way Independent / Simon Evans

What's not made in China? Pittsburgh Post Gazette / Cristina Rouvalis

UK: New credit crisis sparks rate-cut plea Guardian – Observer / Heather Stewart

UK: There are lies and damned lies - but don't blame the statisticians Guardian – Observer / William Keegan

China Inflation Probably Quickened Last Month; Rates May Rise Bloomberg / Nipa Piboontanasawat

IL: Holiday hiring time not joyful Chicago Tribune / Barbara Rose


$100 oil: It's not dead yet CNN / Steve Hargreaves

Oil closes at one-week low on OPEC production talk Marketwatch / Moming Zhou and Polya Lesova

Understanding the Falling Dollar Washington Post

Recession fears grow as inventories swell Reuters / Emily Kaiser

Dow falls below 13,000 in light trading Chicago Tribune / Bill Barnhart

Dow Falls Below 13000 / Mark Glassman

Stocks Extend Losses As Sellers Pounce In Late Trade Investors Business Daily / Vincent Mao

Stocks Finish Lower Amid Credit Anxiety AP via Forbes / Tim Paradis

Market drops on techs and oil, as E*Trade punished Reuters / Ellis Mnyandu

CA: Sellers can wait out bad market by renting Long Beach Press Telegram / Don Jergler

More crossings feared along Canada border McClatchy / Les Blumenthal

A $45 Billion Writedown Won't Stop Wall Street Profit Bloomberg / Christine Harper

Michigan, Lansing-area prices up again Lansing State Journal

China Merchants Bank Vaults into U.S. / Vincent Ryan

Who Ya Gonna Blame? The Market Traders via Safehaven / Marc Porlier

Washington events for Nov. 12 – 16 Marketwatch

US corporate defaults to gain momentum in 2008-S&P Reuters

Fitch cuts ratings on $37 bln of asset-backed CDOs Reuters

Wall Street playing with more funny money CNN / Peter Eavis

Time to Talk Up the Dollar National Review / John Tamny

Canada: Dollar tumbles more than 2 cents Globe and Mail / Roma Luciw

Canada dollar has biggest one-day drop since 1971 Reuters

Fed in delicate juggling act Chicago Sun Times / Terry Savage

Federal Reserve Events Reuters

Commodities Slump As Dollar Rebounds AP via San Francisco Chronicle / Lauren Villagran

Oil outrage? That's so 2005 AP via Cincinnati Enquirer / Dan Caterinicchia

Gold slides back near $800 an ounce Reuters via Globe and Mail

Companies look to cash in on euro hedges-UBS Reuters via San Diego Union Tribune / Toni Vorobyova

Airbus snares $50 bln in orders at Dubai Air Show Marketwatch / Aude Lagorce

Boeing, Airbus appear headed toward another record sales year Dow Jones via Chicago Tribune

U.S. airlines see 4% rise in Thanksgiving travel Reuters via San Diego Union Tribune / John Crawley

Narrowing The Economist

E*Trade Shares Fall; Analyst Says Bankruptcy Possible Bloomberg / Edgar Ortega

Wall Street's money machine breaks down Fortune via CNN / Shawn Tully

Stocks Waver As Investors Stay Cautious AP via Forbes / Tim Paradis

Monday’s Analysis / Marty Chenard

Mortgage mess puts a crack in DISH CNN / Paul R. La Monica

Gold shines as many see a lackluster economy LA Times / Tom Petruno

$100 Oil May Mean Recession as U.S. Economy Hits `Danger Zone' Bloomberg / Simon Kennedy and Joe Richter

Dollar rises as euro retreats AP via CNN

Bush Tax Cuts Exploded Clinton-Era Deficit Myth Bloomberg / Kevin Hassett

Alternative Tax Survives With Help From Congress Bloomberg / John F. Wasik

The Other Side of the Transaction Ludwig von Mises Institute / Jeffrey A. Tucker

Goldman Held Bigger Share of Level 3 Assets Than Citi, Merrill Bloomberg / Yalman Onaran and Christine Harper

Some Wonder if the Banks’ Stabilization Fund Will Work NY Times / Eric Dash

Stock bulls' backs to goal line again Marketwatch / Peter Brimelow

Oil falls below $95 as Saudi considers output rise Reuters via Guardian / Fayen Wong

Oil’s price surge a shock to consumers, economy Boston Herald / Jay Fitzgerald and Jerry Kronenberg

Asian Stocks Decline as Subprime Losses Widen, Yen Strengthens Bloomberg / Chen Shiyin and Patrick Rial

China Trade Surplus Climbs to Record $27.05 Billion Bloomberg / Nipa Piboontanasawat

An August Redux Bond Buyer / Matthew Posner

House OKs One-Year AMT Patch Bond Buyer / Humberto Sanchez

The greenback is not dethroned yet Taipei Times

Yen Rises to 1 1/2-Year High Against Dollar on Risk Reduction Bloomberg / Stanley White and David McIntyre



Real Solutions For The Economy’s Problems NY Post / John Crudele

Economists talk recession Daily Standard / Irwin M. Stelzer

Economy fuels bankruptcies St. Petersburg Times / Helen Huntley

A Super Scary Halloween Tale of 104 Basis Points Pt I Safehaven / Reggie Middleton

UT: Tiny dip in job growth is no worry Salt Lake Tribune / Steven Oberback

Report Puts Hidden War Costs at $1.6T AP via Washington Post / Jeannine Aversa

U.S. Buyout Kings Bet on China Washington Post / David Cho and Thomas Heath

Rally Sends Dow Up 320 / Mark Glassman

Dollar Down National Review

Oil's Charge to $100 a Barrel Slows Ahead of OPEC Summit Washington Post / Steven Mufson

WA: State's jobless rate holds steady Seattle Times / Drew DeSilver

U.S. Three-Month Bill Yields Surge as Subprime Concern Eases Bloomberg / Deborah Finestone and Sandra Hernandez

Bonds slip further after US pending home sales Reuters

U.S. property values to fall by $223B due to foreclosures AP via Dallas Morning News

MBIA Surges on Report Buffett May Provide Capital Bloomberg / Christine Richard

Fed may face policy bind as Dec meeting approaches Reuters / Ros Krasny

S&P reports mortgage turmoil to worsen in 2008 AP and Dow Jones via CNN

E-Trade climbs as takeover speculation heats up Marketwatch / Carla Mozee

Big rally on Wall Street CNN / Alexandra Twin

A late fix to AMT may stall refunds Baltimore Sun / Eileen Ambrose

Bank of America Sees $3 Billion Write-Off, CFO Says Bloomberg / David Mildenberg

Saudi prince spending $300-million-plus on 'flying palace' jet AP via South Florida Sun Sentinel / Barbara Surk and Anna Johnson

Implementing Basel II in the United States Federal Reserve Board / Randall S. Kroszner

PIMCO's McCulley sees another 100 bps in Fed cuts Reuters

Fed's Kroszner says financial turmoil shows need for Basel II bank reforms AFX via Forbes

Philly Fed survey shows split over inflation target Reuters

Bernanke to talk about how the Fed talks Marketwatch / Greg Robb

Weak U.S. Dollar May Be `Checkmate' for the Fed Bloomberg / Caroline Baum

“The Times They Are a-Changin’” Pimco / Michael Gomez

Ambac, MBIA May Discover Clients No Longer Need Them Bloomberg / Joe Mysak

Treasury Market Inflation Anxiety Renewed by Dollar Bloomberg / Deborah Finestone

Good Day New York Forbes / Steve Schaefer

Big rally on Wall Street CNN / Alexandra Twin

U.S. Stocks Halt Four-Day Slide After Wal-Mart Tops Estimates Bloomberg / Michael Patterson

Truck Pileup Forbes / Jerry Flint

Tuesday’s Analysis / Marty Chenard

Wal-Mart Profit Is Up; Home Depot Takes a Hit NY Times / Michael Barbaro

Consumer Spending Won't Fall and Cause Recession Bloomberg / John M. Berry

Where Cleveland went wrong CNN / Les Christie

Countrywide Volume Continues to Decline AP via Forbes

Mortgage Woes to Sink Property Values AP via Forbes / Alan Zibel

Gold prices slump as oil prices tumble AP via Houston Chronicle / Lauren Villagran

Oil prices tumble to $91 a barrel AP via MSNBC

Crude Oil Falls More Than $3 as the IEA Cuts Demand Forecast Bloomberg / Mark Shenk

Deep Discount In Oil And Gas Forbes / Lawrence Goldstein

Are Banks In Danger? Forbes / Liz Moyer

Signs o' the times The Economist

Yen Falls as Stock Gains Encourage Demand for Riskier Assets Bloomberg / Min Zeng


New York Pays Higher Yields at Second Bond Sale in Two Months Bloomberg / Jeremy R. Cooke

Economic prophet FT / Lex

China shares set for year-end rally: strategists Marketwatch / Chris Oliver

Opec 'not in favour of high oil prices' Guardian / Terry Macalister

Mounting concern about money-market funds Marketwatch / Jonathan Burton

Amaranth sues JPMorgan over collapse Dow Jones and AP via CNN

GE suffers bond fund damage, lets outsiders exit Reuters / Svea Herbst-Bayliss

Consumers tapped brakes on spending in October USA Today / Barbara Hagenbaugh

Homeless worries on minds of many Americans AP via MSNBC

Experts: Housing slump may bankrupt some builders AP via Dallas Morning News

Consumers cut back on gasoline as prices jump Marketwatch / Jennifer Waters

Copper surges after quake strikes Chile AP via Seattle Post Intelligencer / Lauren Villagran

Rally Reversed / Mark Glassman

Qwest shares rise on upgrade Denver Post / Andy Vuong

Merrill taps NYSE's Thain as CEO CNN / David Ellis

Oil surges nearly $3, above $94 AP via CNN

U.S. Stocks Retreat, Led by Retailers; Macy's, Target Drop Bloomberg / Michael Patterson

US RATE FUTURES-Trim chances for Dec Fed rate ease Reuters

Return of the living debt Business Speculator via Fiend’s SuperBear Page / Alan Kohler

IRS has $110 million in uncashed refund checks AP via Chicago Tribune

Market flat as initial gains fade Reuters / Caroline Valetkevitch

Wednesday’s Analysis / Marty Chenard

Stocks curb gains after initial jump on tame inflation Marketwatch / Kate Gibson

More on Rising Inflation Expectations Trendsman via Safehaven / Jordan Roy-Byrne

After the Housing Bust / Brad Reagan

Treasuries Little Changed as Retail Boost Eases Growth Concern Bloomberg / Deborah Finestone and Sandra Hernandez

Dollar up vs. yen, but slips against euro Marketwatch / Lisa Twaronite

Generating changes The Economist

Corn, soybean and wheat rise on CBOT AP via Charlotte Observer

The U.S. Economy, Globalization and Inflation Measurement (With Brief References to Brawls, Beer and Bikinis) Federal Reserve Bank of Dallas / Richard W. Fisher

Fed's Fisher Sees `Sustainable' Growth, Price Risks Bloomberg / Vivien Lou Chen

Fed Overhauls Forecasting in `Provisional' Rate Guide Bloomberg / Scott Lanman and Craig Torres

PA: Ho-hum: Despite trouble elsewhere, PNC keeps on rolling Pittsburgh Post Gazette / Dan Fitzpatrick

American Gangster's Wad of Euros Signals U.S. Decline Bloomberg / James G. Neuger and Simon Kennedy

Cut taxes? Raise them? GOP candidates' records examined McClatchy / David Lightman

Japan's wobbly economy The Economist

Federal Reserve Communications Federal Reserve Board / Ben S. Bernanke

FOMC announces it will increase the frequency and expand the content of economic projections released to the public Federal Reserve Board

Fed to beef up its economic forecasts AP via Houston Chronicle / Jeannine Aversa

US Fed will make 4 economic forecasts per year, add overall inflation to outlook AFX via Forbes

Wachovia Junk-Bond Deal Foundered Over Missing Sales Bloomberg / Caroline Salas and Steven Church

U.S. Retail Sales Increased 0.2 Percent in October Bloomberg / Courtney Schlisserman

Wholesale inflation moderates AP via Houston Chronicle

Mortgage Applications Increase as Refis Jump In Latest MBA Weekly Survey Mortgage Bankers Association

CA: Ripple effect of foreclosures touch entire communities San Francisco Chronicle / Kelly Zito

NY: Don't expect lower house prices just yet Newsday / Ellen Yan

Mortgage applications climb AP via CNN

Is Your Bank At Risk Of Failure? Forbes / Liz Moyer

Lehman, Bear Stearns Are Ripe for European Offers Bloomberg / Matthew Lynn

Rangel Proposes Tax Policy Overhaul Forbes / Oxford Analytica

UK: What Bernanke shouldn't learn from overseas Marketwatch / Steve Goldstein

Oil Prices Rebound in Asian Trading AP via Chicago Tribune / Gillian Wong

Questions About NIIDS Bond Buyer / Andrew Ackerman

Investor Safe Haven Becomes a Concern NY Times / Eric Dash

What sound of the other shoe dropping? Marketwatch / Mark Hulbert

In final quarter, Bush is no Reagan Christian Science Monitor / Linda Feldmann

Yen Declines Against Euro as Stock Gains Encourage Carry Trades Ron Harui and David McIntyre

UK: That old bogeyman, inflation, won't allow a rate cut Telegraph / Richard Fletcher

China Retail Sales Grow at Fastest Pace Since 1999 Bloomberg / Nipa Piboontanasawat

Goldman Sachs bets credit crisis will worsen Independent / Stephen Foley

Asian Stocks Rise for First Time in Five Days; Toyota Advances Bloomberg / Chua Kong Ho and Patrick Rial

Australia Has Its Own Bush Versus Greenspan Spat Bloomberg / William Pesek


Asia dragged down by financials again Marketwatch / V. Phani Kumar

TIPS, I-Bonds can help defang the inflation dragon USA Today / John Waggoner

Foreign central banks net buyers of U.S. debt –Fed Reuters

Oil steadies on tight fundamentals AP via Houston Chronicle / Gillian Wong

Go with the flow? Opec examines the benefits of boosting capacity FT / Javier Blas

House passes homeowner protection bill AP via CNN

Economic Fears Rise As Retailers Warn, Jobless Claims Up Investors Business Daily / Scott Stoddard

Detroit No. 2 in nation for foreclosures AP via Lansing State Journal

Michigan joblessness up to 7.7% Detroit News / Brian J. O'Connor

America's vulnerable economy The Economist

October Retail Sales -- Significantly Subdued Northern Trust via Safehaven / Paul Kasriel

Washington's Power Outage Forbes / Brian Wingfield

Bullish The Economist

Stocks Fall Amid Concern About Consumers AP via South Florida Sun Sentinel / Tim Paradis

Tough day on Wall Street CNN / Alexandra Twin

Kohl's shares fall on weak earnings AP via CNN

Starbucks' profit rises, but it lowers '08 projections Seattle Post Intelligencer / Melissa Allison

U.S. Stocks Decline; Wells Fargo, Fannie Mae, J.C. Penney Drop Bloomberg / Michael Patterson

A yen for certainty The Economist

Still going strong The Economist

Business Outlook Survey Federal Reserve Bank of Philadelphia

Bernanke's Embrace of Forecasting Ends `Decoder' Era Bloomberg / Craig Torres

N.Y. Fed manufacturing index dips in November Reuters

US RATE FUTURES-Jump after CPI, jobless claims Reuters

ResCap Credit Swaps Soar on Concern It May Default Bloomberg / Shannon D. Harrington

Thursday’s Analysis / Marty Chenard

Stocks Little Changed In Morning Trade Investors Business Daily / Vincent Mao

Oil falls sharply after rise in U.S. crude stocks Reuters / Jane Merriman

Gold May `Easily' Rise to $1,000 Next Year, Marc Faber Says Bloomberg / Saijel Kishan

Wall Street analysts applaud new Merrill CEO Marketwatch / Mark Hulbert

Barclays Taking $2.7 Billion Writedown AP via San Francisco Chronicle / Jane Wardell

More kids' funds face higher tax rate San Francisco Chronicle / Kathleen Pender

SoCal housing markets all suffer price drops San Diego Union Tribune / Roger Showley

No reason to fear Zillow, real-estate industry told Seattle Times / Elizabeth Rhodes

Mortgage rates hold below year-ago levels Marketwatch / Steve Kerch

Mixed signals keep mortgage rates flat CNN

Dollar, Japan's Yen, Swiss Franc Gain on Credit-Market Risks Bloomberg / Min Zeng

Clinton, Rivals Laud Spending Limits, Plan Big Spree Bloomberg / Kristin Jensen and Rich Miller

KS: Retail forecast for holiday season looks better locally Wichita Eagle / Dan Voorhis

Federal Reserve Events Reuters

Fed Changes More Than the Number of Forecasts Bloomberg / John M. Berry

New York Fed's November Factory Index Slips to 27.4 Bloomberg / Bob Willis

Bonds up on core inflation data, credit fears Reuters / Chris Reese

MBIA, Ambac Downgrades May Cost Market $200 Billion Bloomberg / Christine Richard and Cecile Gutscher

October CPI rose 0.3 percent as expected Reuters

U.S. October Consumer Prices Rise 0.3%; Core Up 0.2% Bloomberg / Joe Richter

U.S. Initial Jobless Claims Rise 20,000 to 339,000 Bloomberg / Courtney Schlisserman

Oil trades lower on OPEC forecast AP via Houston Chronicle

Sex Can Influence Inflation Expectations, Really Bloomberg / Caroline Baum

Wells Fargo: Housing worst since Great Depression Reuters

CA: Southland home prices drop to 2005 levels LA Times / Peter Y. Hong and Annette Haddad

Investors Should Spank Banks for Betraying Trust Bloomberg / Mark Gilbert

Wall Street FAQ Forbes / Liz Moyer

Why I'm Ready to Be New Citigroup CEO Bloomberg / Michael Lewis

U.S. Stock Futures Fall; J.C. Penney, Applied Materials Retreat Bloomberg / Michael Patterson

J.C. Penney profit falls 9 pct in 3rd quarter, hurt by weak sales, lowers 4Q outlook AP via Houston Chronicle

U.S. Notes Little Changed; Report May Show Consumer Prices Rose Bloomberg / Wes Goodman

How America's risky subprime mortgages fouled the world's markets Marketwatch / Alistair Barr

Most Asian Stocks Fall on Concern U.S. to Slow; Mizuho Advances Bloomberg / Chen Shiyin and George Hsu

Best long-term market timers believe we're in a bull market Marketwatch / Mark Hulbert

U.S. Consumer Prices Probably Rose in October as Fuel Climbed Bloomberg / Joe Richter

The Firm With a Shadow That Extends Far Past Wall St. NY Times / Michael J. Merced

World Bank Raises East Asia's Growth Forecast as China Expands Bloomberg / Shamim Adam

At the Fed, 'cryptic' is out and transparency is in Christian Science Monitor / Ron Scherer

Heavy truck loads a problem? Christian Science Monitor / Patrik Jonsson

Asian Stocks Rise for Second Day; Mitsui & Co., Zinifex Advance Bloomberg / Chen Shiyin

UK: Markets poised for severe fall, says King Telegraph / Edmund Conway

China's Industrial Output Growth Slows to 17.9% Bloomberg / Nipa Piboontanasawat

UK: Bank warns of sharp slowdown Independent / Sean O'Grady

Bank of England to cut interest rates Telegraph / Edmund Conway

Yen Falls on Speculation Japanese Funds Buying Overseas Assets Bloomberg / Stanley White and Ron Harui