Bondhead News Archive

November 16 – November 30

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Fed and markets set to clash on rates FT / Krishna Guha and Michael Mackenzie

The Fed's New Forecasts Mean Big, Unappreciated, Changes Wall Street Journal / Robert Eisenbeis

Treasuries Fall as Fed Officials Say Rate Cuts Are Less Likely Bloomberg / Deborah Finestone and Sandra Hernandez

Consumer costs creeping up AP via Washington Times / Martin Crutsinger

CA: Housing slowdown boosts temp force Fresno Bee / Sanford Nax

'Pork' still reigns on Capitol Hill Christian Science Monitor / Gail Russell Chaddock

Farm reform fizzles in Congress Christian Science Monitor / Amanda Paulson

Thank God It's Friday! Forbes / Steve Schaefer

Cisco to buy back $10B in stock AP via Charlotte News and Observer / Jordan Robertson

Stocks Finish Volatile Session Higher AP via Forbes / Martin Crutsinger

Bonds caught between stocks and a hard place Reuters / Burton Frierson

Wall Street gives up gains as financials drag Reuters

Goldman Sees Subprime Cutting $2 Trillion in Lending Bloomberg / Kabir Chibber

Scant Evidence of Import-Price Pass-through -- So Far Morgan Stanley / Richard Berner

Southeast Economic Strengths and Challenges Federal Reserve Bank of Atlanta / Dennis P. Lockhart

The Rise and Fall of Subprime Mortgages Federal Reserve Bank of Dallas / Danielle DiMartino and John V. Duca

Farm Incomes Surge in Third Quarter, Survey Finds Federal Reserve Bank of Kansas City

U.S. stocks veer higher in volatile trade Marketwatch / Kate Gibson

U.S. Stocks Rise; Cisco, Hewlett-Packard, Chevron Shares Gain Bloomberg / Michael Patterson

Friday’s Analysis / Marty Chenard

Fannie Mae Plunges Amid Concerns About Mortgage Loss Accounting Bloomberg / James Tyson

Wall Street left to wander CNN / David Ellis

Wall St falls after FedEx warning FT / Christ Bryant and Michael Mackenzie

$2 trillion lending crunch seen CNN / Grace Wong

Texas unemployment rate ties 31-year low AP via Houston Chronicle

New York Leads Borrowers; Munis Poised to Snap Three-Week Skid Bloomberg / Jeremy R. Cooke

Treasurys fall on Fed rhetoric AP via Houston Chronicle / Leslie Wines

Japan: Darkest Before the Dawn? (Part 1) Morgan Stanley / Takehiro Sato

UK: Rate Cut Likely in the Near Term Morgan Stanley / David Miles

Minsky and Neutral: Forward and in Reverse Pimco / Paul McCulley

Foreign Buying of U.S. Financial Assets Rebounds in September Bloomberg / John Brinsley

Risk Management and the Economic Outlook Federal Reserve Board / Randall S. Kroszner

Fed's Kroszner Says `Rough Patch' Won't Warrant More Rate Cuts Bloomberg / Scott Lanman and Anthony Massucci

Fed's Kroszner content with current rate stance Marketwatch / Greg Robb

Greenspan `Mess' Risks U.S. Recession, Stiglitz Says Bloomberg / Reed V. Landberg and Paul George

Rates on 30-year mortgages remain unchanged AP via Baltimore Sun

Fed member's talk renews housing fears Chicago Tribune / Bill Barnhart

U.S. Industrial Production Unexpectedly Fell 0.5% Bloomberg / Bob Willis

Gold futures rebound amid dollar weakness Marketwatch / Polya Lesova

Merrill, Morgan, Citi Get Help From Clients' Cash Bloomberg / Ann Woolner

Paulson: Dollar Will Be Strong Again AP via Forbes

Clinton Fights Back in Debate, Says Rivals Are `Throwing Mud' Bloomberg / Christopher Stern and Catherine Dodge

Why Europe should stop whining Fortune via CNN / Peter Grumbel

Vegas Raises Cash, Taunts Rivals in Show Business Bloomberg / Joe Mysak

S. Fla.'s 5.1% inflation rate outpaces rest of United States South Florida Sun Sentinel / Harriet Johnson Brackey

Oil prices rise above $94 a barrel AP via Houston Chronicle / Pablo Gorondi

Industrial Production in U.S. Probably Stagnated in October Bloomberg / Bob Willis

Two-Year U.S. Treasuries Decline as Yield Advantage Narrows Bloomberg / Wes Goodman

Market's recent activity can affect future savings Pittsburgh Post Gazette / Tim Grant

As Bank Profits Grew, Warning Signs Went Unheeded NY Times / Floyd Norris

Paulson Signals to U.S. Trading Partners Dollar Will Rebound Bloomberg / Kevin Carmichael and John Brinsley

MA: Job numbers show economy is weakening Boston Herald / Jay Fitzgerald

UK: Unexpected fall in retail sales in October adds to high street worries Independent / Sean O'Grady

China's scorching factory investment sparks 'worry' Marketwatch / Chris Oliver

China Factory Spending Quickens, Adds Rate Pressure Bloomberg / Nipa Piboontanasawat

How Jay-Z, Bundchen Got the Jump on Hedge Funds Bloomberg / William Pesek

Yen Heads for Second Weekly Gain on Stock Losses, Credit Risks Bloomberg / David McIntyre and Kosuke Goto

BOJ Kept Rate at 0.5% Due to Markets, Minutes Show Bloomberg / Jason Clenfield


Inflation and the Average Item Lew Rockwell / Andrew S. Fischer

US faces $2 trillion credit crunch, warns Goldman Independent / Stephen Foley

Volatility, thin trade seen due to holiday Reuters / Herbert Lash

Alternative minimum tax technicalities could be even trickier this year Kansas City Star / Gene Meyer

In Paul They Trust (The Feds May Differ) Washington Post / Alec MacGillis

Text of President Bush's weekly radio address Marketwatch

How do You Spell Stagflation? Thoughts From The Frontline via Safehaven / John Mauldin

Nobel laureate, ex-Fed chief spar over subprime blame Marketwatch / Andria Cheng

Subprime Consumers Euro Pacific via Safehaven / Peter Schiff

Treasuries Rise to the Highest in Two Years on Credit Concern Bloomberg / Sandra Hernandez and Deborah Finestone

European Government Yields Hold Near Eight-Month Low on Risk Bloomberg / Agnes Lovasz

CA: Economists employ 'R' word on jobs data San Diego Union Tribune / Dean Calbreath

WA: Condos a bright spot in housing market Seattle Times / Elizabeth Rhodes

Home builders' woes inflict pain on buyers Wall Street Journal via The State / Ruth Simon and Kemba J. Dunham

U.S. Stocks Post First Weekly Gain This Month; Wal-Mart Climbs Bloomberg / Lynn Thomasson and Eric Martin

Asian Stocks Fall a Second Week on Lower Oil, Metals Prices Bloomberg / Chua Kong Ho

Gold in Second Gear - Fed Out of Gas! Safehaven / Alex Wallenwein

When dollar falls, European exporters count their bruises Bloomberg via LA Times / Charles Crowell

Dollar, Yen, Swiss Franc Rise as Credit-Market Losses Deepen Bloomberg / Min Zeng

Gold deemed an endangered present in '07 AP via Charlotte News and Observer / Lauren Villagran

No shake-up in stocks expected over holiday week Marketwatch / Carla Mozee

OPEC faces dollar headaches Washington Times / Patrice Hill

OPEC Gathering Finds High Oil Prices More Worrisome Than Welcome NY Times / Jad Mouawad

MI: No jobs uptick till '09 Detroit News / Brian J. O'Connor and Joel J. Smith

California lost 15,800 jobs in October LA Times / Molly Selvin

Fed Official Hints at No Rate Cut NY Times / Michael M. Grynbaum

Brokerage, Bank Accounts Deemed Safe AP via Forbes / Joe Bel Bruno

Mexican economy expands at fastest pace of the year LA Times / Marla Dickerson

Adding Math to List of Security Threats NY Times / John Markoff


Pennies costing U.S. Mint big bucks St. Louis Post Dispatch / David Nicklaus

Bond insurers act to keep ratings FT / Gillian Tett and Saskia Scholtes

Last bull abandons China Marketwatch / Peter Brimelow

Greenspan Says Dollar's Decline Has No `Real' Impact Bloomberg / Anthony Massucci

New Fed forecasts take center-stage Marketwatch / Greg Robb

Housing Starts May Drop to 14-Year Low: U.S. Economy Preview Bloomberg / Bob Willis

Realtors aim to alter luck at Las Vegas convention Palm Beach Post / Marilyn Geewax

MA: Office building values sink Boston Herald / Scott Van Voorhis

A Renter's Dilemma Modesto Bee / J.N. Sbranti

Housing May Dim Retail Hopes NY Times / Conrad De Aenlle

China may let multinationals list BBC News

What if American hadn't avoided bankruptcy? Dallas Morning News / Terry Maxon

'Alpha chasers' should stay the course Pittsburgh Tribune Review / Gregory M. Drahuschak

Crazy Little Thing Called Risk NY Times / Peter L. Bernstein

What Deposits the FDIC Protects Wall Street Journal / Terri Cullen

If Buyout Firms Are So Smart, Why Are They So Wrong? NY Times / Andrew Ross Sorkin

OIL: OPEC blunder reveals conflict AFP via Taipei Times

Opec pledges reliable oil supply BBC News

We face a crude awakening over oil prices Telegraph / Liam Halligan

Can Saudi square the oil circle? Guardian – Observer / Tim Webb

Weaker-Dollar Fallout Wall Street Journal / Kelli B. Grant

Paulson's dollar policy tweak may only slow slide Reuters / Glenn Somerville

Congress may outflank Bush on controversial nominee and more Scripps Howard via Pittsburgh Post Gazette / Lisa Hoffman

Government has biggest financial tricks Dallas Morning News / Scott Burns

White House hopefuls get creative in donation pitches Reuters / Jeremy Pelofsky

Growth and inflation risks worry G20 Reuters via Washington Post / Gordon Bell and Natsuko Waki

It’s Now Time To Stuff These High-Profile Turkeys NY Post

The travel purse is still plentiful for Thanksgiving Marketwatch / Laura Mandaro

Few turkeys lurk among early holiday observations Pittsburgh Tribune Review / Jack Markowitz

As bear market threatens, time for a gut check Chicago Tribune / Gail MarksJarvis



America loses faith in imperialism FT / Gideon Rachman

Openness by Fed is revealing Kansas City Star / Chris Lester

The Great Tobacco Bond Scam Forbes / Richard Lehmann

Oil falls to $94 as economy worries begin to weigh Reuters / Angela Moon

For U.S. firms, foreign sales cushion domestic slowdown NY Times via International Herald Tribune / Peter S. Goodman

Fed and markets sharply at odds over economy Reuters / Tamawa Kadoya

Clinton and Obama spar over experience Reuters / Kay Henderson

Moody's Municipal Ratings Obscure Bond Safety, Citigroup Says Bloomberg / Christine Richard

Fed likely to give investors a surprise FT / Krishna Guha

Fed Transparency and Other Illusions Lew Rockwell / Gary North

The New Fire in Fred’s Belly National Review / Larry Kudlow

Investors Turn To Treasuries Forbes / Steve Schaefer

17 reasons America needs a recession Marketwatch / Paul B. Farrell

Nikkei hits 16-month low on credit worries, yen Reuters

Hewlett-Packard 4Q Profit Jumps AP via Forbes

U.S. stocks end under pressure amid credit jitters Marketwatch / Kate Gibson

Ditching the dollar NY Times / Steve Hargreaves

Financials, Once a Balm, Now Hamper the Market NY Times / Vikas Bajaj

Themselves to the Mast Pimco / Andrew Balls

Treasurys rally anew on credit worries AP via Houston Chronicle / Leslie Wines

Understanding Risk Management in Emerging Retail Payments Federal Reserve Bank of New York

Gold finishes lower, extending last week's losses Marketwatch / Polya Lesova

Loonie loses ground in wake of Dodge statements CP via Globe and Mail

Freddie, Fannie sink on mortgage worries AP via CNN

Builders see worse times ahead CNN / Les Christie

Homebuilder Confidence in U.S. Held at Record Low Bloomberg / Joe Richter

Indexes Try To Pare Losses Investors Business Daily / Vincent Mao

Xerox pays first dividend in 6 years AP via Houston Chronicle

The Federal Home Loan Banks to the Rescue! Ludwig von Mises Institute / John Paul Koning

Lessons for Central Banking Federal Reserve Bank of Minneapolis / Gary H. Stern

Fed's Stern: Foreclosures in housing to rise Reuters

Radioactive Paper Forbes / Robert Lenzner

Treasuries Rise to Highest Since 2005 on Subprime Concern Bloomberg / Sandra Hernandez and Agnes Lovasz

Is a Restatement a CFO’s Kiss of Death? / Roy Harris

Monday’s Analysis / Marty Chenard

Banking woes deck stocks CNN

U.S. Stocks Retreat After Citigroup Downgrade, Lowe's Forecast Bloomberg / Eric Martin

Hurd Turnaround Plan Drives Hewlett-Packard Past IBM Bloomberg / Connie Guglielmo

Oil prices rise after Opec summit BBC News

Oil nears $95 a barrel CNN

Some Pros Say Buck Is Overdue for a Bounce. Not Me / Igor Greenwald

Dollar mostly up as investors await Fed forecasts Marketwatch / Lisa Twaronite

Dollar continues near record lows BBC News

Arabs' Dollar Losses Increase Pressure to Sever Pegs Bloomberg / Matthew Brown and Aaron Pan

Will California take the plunge on health care? / Rebekah Gordon

Bond Market to Fed: Recession Threat Means More Cuts Bloomberg / Daniel Kruger

Slowing Economy Proves Fitzgerald Wrong: Rich Aren't Different Bloomberg / Matthew Benjamin and Rich Miller

Economists think U.S. can dodge recession Marketwatch / Greg Robb

Lowe's profit falls 10%; pares full-year outlook Marketwatch / Andria Cheng & Michelle Donley

Wall Street heads for lower open Citigroup Reuters / Ellis Mnyandu

Citigroup Downgraded to `Sell' at Goldman Sachs Bloomberg / Adam Haigh and Ambereen Choudhury

Crime scene: foreclosure CNN / Les Christie

Housing Market's Stench Means Cut Price to Sell Bloomberg / John F. Wasik

U.S. Treasuries Are Little Changed Before Fed Releases Minutes Bloomberg / Wes Goodman and Agnes Lovasz


Power omelettes kill Mexico's boozy business lunch Reuters via San Diego Union Tribune / Catherine Brenner

Freddie, Fannie Shares Will Continue to Slide, Jim Rogers Says Bloomberg / Jeff Kearns and Brian Sullivan

See you in Iowa The Economist

Oil Surges Above $99 as Weaker Dollar Spurs Commodity Demand Bloomberg / Christian Schmollinger

Stocks ride volatile day on Wall Street; end mixed Marketwatch / Carla Mozee

U.S. stocks regain technology-led advance Marketwatch / Kate Gibson

New England Economic Indicators Federal Reserve Bank of Boston

Under The Fed's Veil Forbes / Brian Wingfield

How clear is the central bank’s crystal ball? AP via MSNBC

Fed Report Trims Economic Outlook NY Times / Edmund L. Andrews

Do you know what was pumped in your turkey before you stuffed it? Marketwatch / Ruth Mantell

Minutes of Federal Open Market Committee, October 30-31, 2007 pdf Federal Reserve Board

Fed Notes a Higher Risk for Slowing Economy Washington Post / Neil Irwin

Fed cuts US 2008 growth forecast BBC News

Treasuries Advance as Fed Cuts U.S. Economic Growth Forecast Bloomberg / Sandra Hernandez and Deborah Finestone

U.S. Two-Year Interest-Rate Swap Spread Reaches 18-Year High Bloomberg / Liz Capo McCormick

Newspaper Advertising Down 7.4 Pct in 3Q AP via San Francisco Chronicle

Tighter purse strings Marketwatch / Andrea Coombes

Wall Street drops on credit, economy worries Reuters

S.C. unemployment rate rises slightly AP via The State

Oil futures rise above $98 on weaker dollar Marketwatch / Moming Zhou & Polya Lesova

Gold, Silver Climb as Dollar Tumbles to Record Against Euro Bloomberg Pham-Duy Nguyen

Say It, Hank. Say U.S. Has Strong-Dollar Policy Bloomberg / Caroline Baum

Protectionist Rhetoric Will Accelerate the Dollar's Slide Ludwig von Mises Institute / David Leo Veksler

Buffett Crazy If He Doesn't Get Into This Business Bloomberg / Joe Mysak

Tuesday’s Analysis / Marty Chenard

Office Depot 3Q profit falls 9 percent AP via Houston Chronicle / Brian Skoloff

Ericsson Sees Sales at Low End of Its Forecast Range Bloomberg / Maria Fredriksson

H&R Block boss resigns as chairman, CEO AP via Houston Chronicle

Commercial real estate could be next Globe and Mail / Barrie McKenna

Freddie Mac scrambles for cash CNN / Chris Isidore

Freddie Mac Loses $2B, Seeks New Capital AP via Washington Post / Marcy Gordon

Credit Market Collapse Claims Victims as Lawyers Exit Bloomberg / Lindsay Fortado

Canada: Loonie nibbles away at inflation Globe and Mail / Tavia Grant

Don't burn the humbled greenback yet Globe and Mail / Derek DeCloet

Welcoming Fed transparency LA Times

Target's profits miss estimates CNN

2007 forecasts all too accurate Chicago Tribune / Bill Barnhart

Wall Street Heads Toward Higher Open AP via Orlando Sentinel / Madlen Read

Echostar Rising NY Post / Brian Garrity

Home sales slow in Chicago, state but prices higher Chicago Tribune / Margaret O'Brien

Rocky Mountain High: Salt Lake City Has a Housing Boom Forbes via ABC News / Deborah Orr

Housing permits drop to 14-year low CNN

U.S. Housing Starts Unexpectedly Climb in October Bloomberg / Bob Willis

Freddie Mac: $8.1 billion writedown CNN / Chris Isidore

$2 Billion Freddie Mac Loss AP via Forbes

Economy vexes Americans USA Today via Clarion Ledger

Gold futures surge 2% boosted by dollar weakness Marketwatch / Polya Lesova

OPEC countries set two values for oil Dallas Morning News / Jim Landers

Oil Prices Rise Above $95 a Barrel AP via Orlando Sentinel / Pablo Gorondi

Can Mideast, N. Africa Deliver On Oil? Forbes / Oxford Analytica

Dollar Falls to Record Low Against Euro, Swiss Franc on Rates Bloomberg / Min Zeng

Obama Tops Clinton in `Critical' Iowa Race, Poll Says Bloomberg / Heidi Przybyla

Contrarians see gold-timers' pessimism as sign price will rise Marketwatch / Mark Hulbert

Gold near 3-week low, stock market jitters persist Reuters via Guardian

Analysts fear mortgage woes could spread to car loans AP via Pittsburgh Post Gazette / Tom Krisher

Consumers say gas and gift prices will cause them to spend less this year Marketwatch / Andrea Coombes

Housing Starts in U.S. Probably Fell to 14-Year Low in October Bloomberg / Bob Willis

U.S. Two-Year Note Yields Near Lowest Since 2005 on Stock Slump Bloomberg / Wes Goodman

Analyst predicts new Citigroup writedown and advises bank’s shareholders to sell London Times / Tom Bawden

Will the dollar's decline become a rout? Daily Standard / Irwin M. Stelzer

Asian Currencies Slide, Led by Won, as Investors Sell Equities Bloomberg / Yumi Teso

Global stocks fall on credit fear BBC News

Asian Stocks Fall on U.S. Mortgage, Consumer Spending Concerns Bloomberg / Patrick Rial and Darren Boey

Yen Trades Near 1 1/2-Year High Versus Dollar on Debt Losses Bloomberg / Kosuke Goto and David McIntyre


Another result of mortgage mess: Slimy pools AP via MSNBC

Retailers focus more on Thanksgiving Day AP via Seattle Post Intelligencer / Samantha Bomkamp

More families eating out for Thanksgiving Dallas Morning News / Karen Robinson-Jacobs

Fitch Lowers $30 Billion of Mortgage CDOs; S&P Cuts $5 Billion Bloomberg / Jody Shenn

The Short View: US bond yields FT / Jamie Chisholm

U.S. Regulatory Structure Needs Reform, Says SIFMA SIFMA

Europe Suspends Mortgage Bond Trading Between Banks Bloomberg / Esteban Duarte and Steve Rothwell

Rise starts to hint at 50 bps Dec Fed ease Reuters / Ros Krasny

Federal Reserve battles recession fears CNN / Paul R. La Monica

Dow Theory says sell Marketwatch / Mark Hulbert

Fear Is The Key Forbes / Steve Schaefer

Stocks Fall Amid Economic Jitters AP via Chicago Tribune / Tim Paradis

U.S. Stocks Fall, Wiping Out 2007 Gain for S&P 500; Exxon Drops Bloomberg / Eric Martin

Boeing Orders Break Record for Third-Straight Year Bloomberg / James Gunsalus

Money market funds rose $21.92 bln in latest week-ICI Reuters

The Conference Board announced today that the U.S. leading index decreased 0.5 percent Conference Board

Russia: Putin accuses west and opponents of plot FT / Neil Buckley

The supposed saviours of America's mortgage market are its latest victims The Economist

Santa may skip Wall Street this year CNN / Alexandra Twin

Gold futures gain with dollar's weakness Marketwatch / Polya Lesova

Oil Wavers After Surprise Inventory Drop AP via NY Times

The Future of the Commodity Price Boom Ludwig von Mises Institute / Stefan Karlsson

China Needs Iron Forbes / Robert M. Miller

Metals - Copper, lead, zinc hit multi-month lows on ongoing demand woes AFX via Forbes

An Engineer Measures the Falling Dollar National Review / Louis R. Woodhill

Cost of Thanksgiving dinner rises with fuel, grain prices Tennessean / Randy McClain

The Estate Tax Turkey Forbes / Ashlea Ebeling

U.S. Stocks Tumble to Three-Month Lows; Freddie, Limited Fall Bloomberg / Eric Martin

Bulls Already Home / Mark Glassman

Insiders send bullish signals with stock sales Marketwatch / Mark Hulbert

The high cost of saving Baltimore Sun / Jay Hancock

ACA Capital May Get `Thrown to Wolves,' JPMorgan Says Bloomberg / Christine Richard and Matt Miller

Investment banks erred by chasing future mortgage profits McClatchy / Kevin G. Hall

Treasuries Rally as Stocks Drop; Ten-Year Yield Falls Below 4% Bloomberg / Daniel Kruger and Lukanyo Mnyanda

U.S. Two-Year Interest-Rate Swap Spread Reaches 19-Year High Bloomberg / Liz Capo McCormick

Wednesday’s Analysis / Marty Chenard

Wall St extends losses on credit worries Reuters

Deere 4Q Profit Climbs, Beats Forecast AP via San Francisco Chronicle / Dave Carpenter

Home prices continue to fall CNN / Les Christie

U.S. Economy: Leading Index Fell More Than Forecast in October Bloomberg / Courtney Schlisserman and Joe Richter

Layoffs dip, good sign for labor market AP via Houston Chronicle / Jeannine Aversa

Final November consumer sentiment index at 2-year low Reuters

Economy likely to keep slowing AP via Houston Chronicle / Madlen Read

OECD says sub-prime losses could total 200-300 bln usd Thomson via CNN

Mortgage Applications Decrease In Latest MBA Weekly Survey Mortgage Bankers Association

Mortgage applications slide CNN

Democratic 2008 presidential race tightens: Reuters poll Reuters

Las Vegas a favored destination for Thanksgiving Baltimore Sun / Laura McCandlish

Never fight the Fed Telegraph / Ambrose Evans-Pritchard

Fed Forecasts Spur Traders to Ignore Warnings, Bet on Rate Cuts Bloomberg / Scott Lanman

Fed Dampens Outlook for 2008 NY Times Washington Post / Neil Irwin

Guarantor CDS Protect the Insurers, Too Bond Buyer / Matthew Hanson

Freddie Mac May Need to Raise $6 Billion to Stem Capital Slide Bloomberg / James Tyson and Jody Shenn

Oil creeps toward $100 a barrel on weak dollar Marketwatch / Chris Oliver

EU: Gas Price May Rise to $300-$400 Moscow Times

Euro hits record high against dollar in London trading AFP via Taipei Times

Thanksgiving Is a Story of Pilgrim's Progress Bloomberg / Caroline Baum

Holiday retail outlook: more conservative Christian Science Monitor / Ron Scherer

Global spread of democracy stalled Christian Science Monitor / Peter Grier

Asian Stocks Fall on Credit-Loss Concern; BHP Gains With Oil Bloomberg / Darren Boey and Emma O'Brien

Yen Rises as Subprime Losses Spur Higher-Yielding Asset Sales Bloomberg / Ron Harui and Kosuke Goto

Japan's Exports Rise to Record on Asia, Europe Demand Bloomberg / Keiko Ujikane

For some Gen-Yers, holidays back home are passé Christian Science Monitor / Jenna Fisher



Corporate Bond Spreads Widen on Fear Factor / Alan Rappeport

Airbus fears 'weak-dollar death' BBC News

Holiday shoppers on hunt for popular, elusive Wii AP via Lansing State Journal / Peter Svensson

30-year mortgages sink to six-month low at 6.2 percent AP via Lansing State Journal / Jeannine Aversa

How Trade Breakthrough Almost Broke Down in Congress Washington Post / Juliet Eilperin

IN: This year, shop till prices drop Indianapolis Star / Dana Knight

FL: Shoppers line up early for Black Friday Palm Beach Post / Pat Beall

CO: Snow, cold a holiday boost for ski resorts Rocky Mountain News / John C. Ensslin and David Montero

Investment banks fueled mortgage crisis McClatchy / Kevin G. Hall

Credit problems refuse to go away The Economist

Rally in Treasuries has good, bad effects AP via Baltimore Sun

Retailers' Thanksgiving Offers Won't Avert Web Sales Slowdown Bloomberg / Joseph Galante

In New York, 1 in 6 People Hungry on Thanksgiving Bloomberg / Robin Stringer

SC: Columbia home sales - Realtors: Market is stable The State / Kristy Eppley Rupon

Stocks Plummet on ‘Ugly Week’ for Investors NY Times / Michael M. Grynbaum

Crude Oil Declines Amid Signs That U.S. Consumption May Falter Bloomberg / Grant Smith

Canada's Dollar Nears Seven-Week Low on Rate-Cut Speculation Bloomberg / Haris Anwar

China wants strong dollar AP via CNN

Euro Hits New Record Vs US Dollar AP via Forbes

Gobble gobble The Economist

Economy threatens holiday spending Boston Herald / Donna Goodison

Fears of recession in US spook commodity markets London Times / Carl Mortished and Robin Pagnamenta

Oil Prices Steady Above $97 a Barrel AP via Washington Post / Thomas Hogue

The True Cost of Taxing and Spending Lew Rockwell / Ron Paul

Derivatives Grow at Fastest Pace in Nine Years to $516 Trillion Bloomberg / Kabir Chibber

Japan's Bonds Gain; Benchmark Yield Declines to Two-Year Low Bloomberg / Theresa Barraclough

Yen Falls on Speculation Japan's Importers Sold at 2-Year High Bloomberg / Kosuke Goto and Ron Harui

UK: The Bank should take hold of the situation by cutting Telegraph / Tom Stevenson

UK: Rate-setters split over cost of borrowing London Times / Gabriel Rozenberg


Fed, Economists Have Trouble Spotting When Recessions Start Investors Business Daily / Scott Stoddard

Time to Pull Out, Read Your Bond Insurance Policies Bloomberg / Joe Mysak

Mrs. Moskowitz Has Some Input for Mr. Bernanke Bloomberg / Caroline Baum

Fannie and Freddie pullback would devastate economy Reuters / Patrick Rucker

Heads we Win, Tails you Lose Euro Pacific via Safehaven / Peter Schiff

Weak dollar adds to upward pressure on crude Marketwatch / Lisa Twaronite

Crude futures notch another record AP via Houston Chronicle / John Wilen

Texas town fetches $3.8 million on eBay AP via Dallas Morning News

Oil Closes at Record in New York as Fuel Inventories May Drop Bloomberg / Mark Shenk

Regulating the Frontiers of Competition in a Growing Economy FDIC / John F. Bovenzi

Treasuries Fall as Stock Gains Erode Demand for Safe Assets Bloomberg / Daniel Kruger

MBIA, Ambac Shares Jump on CIFG Bail-Out by Parents Bloomberg / Christine Richard and Cecile Gutscher

Asset-Backed Commercial Paper Falls for 15th Week Bloomberg / Fabio Alves

Stocks Hold Early Gains On Extremely Weak Holiday Volume Investors Business Daily / Alan R. Elliott

Shopping Spree / Mark Glassman

Gold momentum builds in choppy trade, tests $815 Reuters / Veronica Brown

MI: Housing slump wallops condos Detroit News / Nathan Hurst

Greenspan Has No `Regrets' as Housing Slump Deepens Bloomberg / Robin Wigglesworth and Craig Stirling

Treasury prices mostly modestly lower in thin trading Marketwatch / Lisa Twaronite

Friday’s Analysis / Marty Chenard

Some see signs that bull run has gone the distance LA Times / Tom Petruno

Black Friday shopper surge CNN / Parija B. Kavilanz

Market up as retailers get holiday lift Reuters / Jennifer Coogan

Loans R Us Forbes / Bernard Condon and Jack Gage

E*Trade may be in talks with other brokers Reuters

Gold buying picks up as dollar collapses to new low Thomson via CNN

Crude sees post-holiday rise in thin trade Marketwatch / Moming Zhou

Dollar hits new low against euro CNN

U.K. Economic Growth Slows, Euro-Area Services Weaken on Dollar Bloomberg / Jennifer Ryan and Brian Swint

In Reversal, Safe Is Risky, Risky Is Safe NY Times / Jenny Anderson

Asian Stocks Gain for First Time in Seven Days; ICBC Advances Bloomberg / Chen Shiyin and Chan Tien Hin

Hong Kong rebounds, but Shanghai extends losses Marketwatch / V. Phani Kumar

Bulls picking over this turkey of a market Marketwatch / Peter Brimelow

Insurers Shift Cost Burdens to Homeowners NY Times / Joseph B. Treaster

Fed Is a Downer as Gulf Parties Over $100 Oil Bloomberg / William Pesek

So What's So Bad About Corn? Washington Post / Joel Achenbach

Dollar Falls Below 108 Yen as Debt Losses May Spur Fed Rate Cut Bloomberg / Ron Harui and David McIntyre

Japanese Shift Cash Out of U.S. Investments NY Times / Martin Fackler

Bank of England worried over economic slowdown Independent / Sean O’ Grady

Australian Dollar Heads for Weekly Decline on Growth Concerns Bloomberg / David McIntyre

China's Yuan Rises Past 7.4 Per Dollar Before Trichet Visits Bloomberg / Belinda Cao and Aaron Pan


Freddie Mac May Report Larger Loss, Analysts Say Washington Post / Kabir Chibber

Latest housing forecast: A short, sharp correction Minneapolis Star Tribune / Jim Buchta

In France, Dollar's Decline Fails To Burst Champagne's Bubble Washington Post / John Ward Anderson

Ringing in the holidays Washington Times / Kara Rowland

US retailers enjoy strong start to shopping season Reuters / Kyle Peterson

U.S. Sales Rose 8.3% Day After Thanksgiving, ShopperTrak Says Bloomberg / Mary Jane Credeur and Kelly Riddell

In euro we trust? Dollar's losing its appeal AP via Allentown Morning Call / Emma Vandore

Social Security to Become Key Issue Washington Post / David Espo

Interest from rivals hikes E*Trade shares 25% Bloomberg via NY Daily News

UK: Slowing economy raises hopes of rate cut Independent / Sean O'Grady

Treasury Two-Year Yields Fall Below 3% for 1st Time Since 2004 Bloomberg / Daniel Kruger and Lydia Thew

Crunch May Hit Insurers Of Bonds Washington Times / Tomoeh Murakami Tse

The incredible shrinking dollar Chicago Sun Times / Adam Goldman

Despite economy, malls and stores jammed AP via Tennessean / Anne D’Innocenzio

Have we seen worse of mortgage crisis? AP via Houston Chronicle / Joe Bel Bruno

Bears are becoming harder to ignore LA Times / Tom Petruno

U.S. Stocks Post 3rd Weekly Drop This Month; Financials Decline Bloomberg / Michael Patterson

Banking pain not likely to end in '07 Charlotte Observer / Rick Rothacker

Soybeans' rise means profit for farmers, pain for consumers Chicago Tribune / William Sluis

Fortunes shift as oil prices soar LA Times / Borzou Daragahi

Yen Gains Versus 16 Major Currencies as Investors Reduce Risks Bloomberg / Ye Xie and Gavin Finch



Expect exodus of broke retirees Dallas Morning News / Scott Burns

With a rate hike possible, conservation can yield returns Modesto Bee / John Holland

Fed sensitive to risk of rate cut FT / Krishna Guha

California homes deal to avert defaults FT / Matthew Garrahan and Krishna Guha

Gold hits 2-week high, platinum at record Reuters via Washington Post / Lewa Pardomuan

Holiday sales fail to get shoppers to splurge CNN / Parija B. Kavilanz

Falling Dollar Takes Investors for a Ride Wall Street Journal / Joanna Slater

Indexing & ETFs Trade Oil, Gold, Rice and More in One Fund Wall Street Journal / Eleanor Laise

As competition increases online, so do promotions and discounts for shoppers AP via Seattle Times / Samantha Bomkamp

Experts predict more pain before housing rebounds Newsday / Tami Luhby

Like Buffett, Score big on cheap $$$ NY Post / Gregory Bresiger

Countrywide Woes Mount NY Post / Zachery Kouwe

Credit crisis rocks takeovers, with buyout firms paying to get out of deals AP via Journal News / Rachel Beck

Iran's grousing over dollar's decline won't mean much St. Louis Post dispatch / David Nicklaus

Times tough for credit unions, too Kansas City Star / Mark Davis

Now may be good time to get into a REIT LA Times / Kathy M. Kristof

Analysts bearish on data as economy 'perched on the edge of a cliff' Marketwatch / Robert Schroeder

Recession No. 13 looms; keep watch on the S&P index Pittsburgh Tribune Review / Gregory M. Drahuschak

Home Sales May Drop, Durable Orders Stall: U.S. Economy Preview Bloomberg / Shobhana Chandra

Wall St Week Ahead: Housing, dollar, oil on stocks' radar Reuters / Cal Mankowski

U.S. Sales Rose 8.3% Day After Thanksgiving, ShopperTrak Says Bloomberg / Mary Jane Credeur and Kelly Riddell

Oh, how the mighty greenback has fallen Chicago Tribune / William Neikirk

OH: City foots bill on foreclosures Cincinnati Enquirer / Gregory Korte

MN: More trouble in sight St. Paul Pioneer Press / Jennifer Bjorhus

California wildfires only party contained Marketwatch

MI: Recession could slow Michigan's rebound Detroit Free Press / John Gallagher

Online shopping may help you curb holiday spending Allentown Morning Call via Orlando Sentinel / Gregory Karp

Trying to Guess What Happens Next NY Times / Peter S. Goodman

America flirts with dreaded D-word Guardian - Observer / Heather Connon

Tea Leaves Don’t Show a Holiday Lift NY Times / Conrad De Aenlle

It May Not Be Double-Digit, but It’s Still a Gain US News and World Report via NY Times / Paul J. Lim

UK: Rate cuts threaten to send pound sliding Guardian - Observer / Heather Steart


Noah's Ark, unicorns and the good recession Marketwatch / Paul B. Farrell

Abu Dhabi Pumping $7.5B Into Citi Forbes / Liz Moyer

Banks quiver as Fed shoots wide of target FT / Michael Mackenzie and Saskia Scholtes

US RATE FUTURES-Boost chance of 50 bps Fed cut Reuters

LIBOR Rates Show Stress Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

Yield Gap Narrows as Stock Investors Face Risks / Jonathan Hoenig

HSBC Rescues SIVs, Pumping In $35 Bil, To Avoid Fire Sales Investors Business Daily / Vance Cariaga

Could the euro rule supreme? It’s not worth it FT / Simon Tilford

Upping the Dollar's Street Cred / Igor Greenwald

Stocks slide despite Fed move on funding fears FT / Krishna Guha, Paul J Davies, Michael Mackenzie and Saskia Scholtes

Early struggles in Seoul and Tokyo signal tough day Marketwatch / Chris Oliver

Don't look now: Here comes the recession Fortune via CNN / Colin Barr

Bonds surge as credit strains ignite safety bid Reuters

Futures Traders' 2-Year Treasury Bets, Most Since at Least 1994 Bloomberg / Daniel Kruger

California Leads Week's Muni Borrowers With Negotiated Sale Bloomberg / Jeremy R. Cooke

10-year Treasury yield at 2 1/2 year low AP via Seattle Post Intelligencer / Leslie Wines

Citigroup must be broken up to create value Marketwatch / David Weidner

Online retailers hit 4.6M visitors a minute CNN / Parija B. Kavilanz

Subprime: 1, Santa: 0 Forbes / Steve Schaefer

Markets plunge on credit woes Reuters / Ellis Mnyandu

Dow takes a 237-point tumble Chicago Tribune / Bill Barnhart

U.S. stocks tumble as holiday cheer fades Marketwatch / Nick Godt

Loss Distribution Estimation, External Data and Model Averaging Federal Reserve Bank of Boston / Ethan Cohen-Cole and Todd Prono

Fed Plans to Ease Funding Pressures by Adding Cash Bloomberg / Ye Xie and Craig Torres

Small-Caps Lure Buyers as Stocks Tumble This Month Bloomberg / Lynn Thomasson and Alexis Xydias

Oil falls on speculation OPEC may raise production Marketwatch / Moming Zhou and Polya Lesova

Citi Aims to Cut Costs; Layoffs Possible AP via Washington Post / Madlen Read

The Precedent for the Ron Paul Dollar Ludwig von Mises Institute / Clifford F. Thies

Downgrades Batter Homebuilders Forbes / Steve Schaefer

Freddie and Fannie's Achilles' heel Fortune via CNN / Carol Loomis

Testing Time for the Fed Morgan Stanley / Richard Berner

Chicago Fed National Activity Index pdf Federal Reserve Bank of Chicago

Fed Plans Liquidity Injection The Street / Liz Rappaport

Chicago Fed national activity index lower in Oct Reuters

Will Fed Put a Gift or Coal in Market's Stocking? Barron’s / Kopin Tan

Will the Fed Cut Rates again on December 11? Contrarian2Day via Safehaven / Randy

Review and Preview Morgan Stanley / Ted Wieseman and David Greenlaw

Treasury Two-Year Notes Fall on Boost in Holiday Retail Sales Bloomberg / Deborah Finestone and Sandra Hernandez

Bonds decline amid gains for Wall Street stocks Marketwatch / Polya Lesova

Monday’s Analysis / Marty Chenard

Gold futures edge higher on dollar weakness Marketwatch / Polya Lesova

In the money? The Economist

A Nation of Speculators Lew Rockwell / David Calderwood

Statement Regarding Repurchase Agreements Covering Year-End Federal Reserve Bank of New York

US Fed set to provide extra liquidity into 2008 Reuters

Federal Reserve Events Reuters

BAAD News Bonds NY Post / Roddy Boyd

Corporate Bond Spreads Widen on Fear Factor / Alan Rappeport

The next credit scandal Fortune via CNN / Peter Eavis

Bonds edge up on latest credit worries Reuters

Online retailers may log record sales CNN / Parija B. Kavilanz

The Second Coming Forbes / Christopher Helman

U.S. Stocks Rise, Led by Commodity Companies; Exxon Mobil Gains Bloomberg / Elizabeth Stanton

Airbus to Sell 160 Jets to China AP via Forbes / Christopher Bodeen

Futures rise on strong holiday sales Reuters / Jennifer Coogan

Oil prices rise on colder weather AP via Houston Chronicle / Pablo Gorondi

More than 50% will shop online at work Detroit Free Press via South Florida Sun Sentinel / Greta Guest

Don't look now: Here comes the recession Fortune via CNN / Colin Barr

As Bonds Point to U.S. Recession, Bad News Is Not Anytime Soon Bloomberg / Daniel Kruger and Sandra Hernandez

U.S. Notes Fall; Retail Sales, Stock Gains Trim Demand for Debt Bloomberg / Wes Goodman

Foreign shoppers hit 'mall of America' Christian Science Monitor / Ron Scherer

You get no credit for overspending Boston Herald / Jerry Kronenberg

Retail Sales Rise, but Stores Relied on Discounts NY Times / Michael Barbaro

A Time for Bold Thinking on Housing NY Times / Robert J. Shiller

Dollar Displaces Yen, Franc as Favorite for Funding Carry Trade Bloomberg / Bo Nielsen

Wild ride -- but Bold Bulls aren't budging Marketwatch / Peter Brimelow

Hong Kong, Seoul soar to lead Asian rally Marketwatch / V. Phani Kumar

Asian Stocks Rise on U.S. Retail Sales; Nintendo, Rio Advance Bloomberg / Chen Shiyin and Pavel Alpeyev

UK: Consumer spending key to averting recession Telegraph / Roger Bootle


Why banking is an accident waiting to happen FT / Martin Wolf

Draining away: four problems that could beset debt markets for years FT / Gillian Tett

Gold loses ground on weak oil but bull trend stays Reuters / Lewa Pardomuan

U.S. Consumers Down And Out Forbes / Andrew Farrell

Fannie, Freddie Won't Get A Raise Forbes / Ruthie Ackerman

December Fed rate cut seen as virtual certainty Marketwatch / Greg Robb

CA: $1.5 billion could be lost in county San Diego Union Tribune / Mike Freeman

High oil prices help drive mileage deduction higher Marketwatch / Andrea Coombes

Tokyo, Sydney markets doubt sincerity of U.S. rally Marketwatch / Chris Oliver

Nail-biting time on Wall Street Newsday / Susan Harrigan

Who's Afraid of Low Inflation? Daily Reckoning via Safehaven / The Mogambo Guru

Wells sets aside $1.4 billion to cover loan losses Marketwatch / Alistair Barr

Heating oil prices send consumers to woodshed Bloomberg via Allentown Morning Call / Robert Tuttle

Greed is driving oil prices to $100 a barrel CNN / Steve Hargreaves

Citigroup-Abu Dhabi deal: A sign of the times CNN / David Ellis

Street Of No Dreams Forbes / Martin T. Sosnoff

U.S. Swaption Volatility Reaches 2-Year High on Fed Speculation Bloomberg / Liz Capo McCormick

MI: Lansing area No. 4 in housing affordability Lansing State Journal / Jeremy W. Steele

Financial Disruptions and the Role of Monetary Policy Federal Reserve Bank of Chicago / Charles L. Evans

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

Fed bank majority not pressing for rate cut in Oct. Marketwatch / Greg Robb

Fed hawks don't soften stance on rates Marketwatch / Greg Robb

Evans says risk of weak growth dulled by Fed moves Reuters / Ros Krasny

Fed Official: US Economic Growth to Slow AP via Houston Chronicle

US STOCKS-Financials. oil spur gains day after slide Reuters / Ellis Mnyandu

Bank CDO Losses May Reach $77 Billion, JPMorgan Says Bloomberg / Jody Shenn

Two-Year Notes Fall Most Since 2005 on Investment in Citigroup Bloomberg / Deborah Finestone and Sandra Hernandez

Securities Issuance Rises to $5.06 Trillion Year-to-Date SIFMA

Covered bonds FT

FSA, Assured Buck Subprime Trend Bond Buyer / Matthew Hanson

Emerging-Market Bonds Gain on Demand for Higher-Yielding Assets Bloomberg / Lester Pimentel

NC: Fed chief may top Graham's record Charlotte Observer

Recession Signs Grow as Winnebago Leads First RV Dip Since 2001 Bloomberg / Jeff Green

A tumbling market is a good thing Globe and Mail / John Heinzl

Tuesday’s Analysis / Marty Chenard

Stocks Higher After Regaining Momentum Investors Business Daily / Vincent Mao

The Problem With Retail Stocks / James B. Stewart

Wall Street activity indicates recession fears Washington Post via Dallas Morning News / Neil Irwin

Consumer confidence and home prices take a hit AP via Washington Post / Joanne Morrison

Pain at the Pump Lew Rockwell / Ron Paul

Clinton's 'fiscal responsibility' a sham, critics say McClatchy / Matt Stearns

Foreclosures will hurt metro economies, mayors warn McClatchy / Kevin G. Hall

Oil slides 3% as OPEC may increase output Marketwatch / Moming Zhou and Polya Lesova

Soybean futures hit 34-year high Chicago Sun Times

Loonie weakens against the greenback Globe and Mail / John McCrank

Morgan Stanley, UBS No Longer Can Keep Secrets: Susan Antilla Bloomberg / Susan Antilla

Healthy, wealthy and wise The Economist

EU to pressure China on currency BBC News

China and Europe The Economist

US consumer confidence 87.3 in November Reuters

Holiday Sales Miss Forecasts With Discounts in Demand Bloomberg / Chris Burritt

Federal Reserve Events Reuters

U.S. Stocks Rebound From 10% Decline on Investment in Citigroup Bloomberg / Michael Patterson and Elizabeth Stanton

Don’t Look For a Stock Market Rally to Bail You Out NY Post /John Crudele

Market stands 'corrected' Chicago Tribune / Bill Barnhart

U.S. Mortgage Crisis Slams Property Values, State Tax Receipts Bloomberg / Michael B. Marois

Homeowners' big question LA Times / Lawrence K. Ho

Home prices take steeper downturn CNN / Les Christie

Report: Foreclosures to hit metro areas AP via Houston Chronicle / David Runk

Home Prices in U.S. Fell Record 4.5% in Third Quarter Bloomberg / Bob Willis

Insurers' Woes, Court Rulings Cloud Munis in 2008 Bloomberg / Joe Mysak

CA: State floats a $1-billion bond issue LA Times

A Banker in Germany Says Trouble Is Not Over NY Times / Mark Landler

Crude down as traders look to possible OPEC move AP via Houston Chronicle

Crude Oil Falls a Second Day on Signs OPEC Is Boosting Output Bloomberg / Grant Smith

The Fed's Dilemma Daily Standard / Irwin M. Stelzer

U.S. Notes Fall; Citigroup Equity Sale Cuts Demand for Safety Bloomberg / Wes Goodman

The timing system with the best long-term record is still working Marketwatch / Mark Hulbert

Hedge funds ditch Japan for Asia: Goldman Sachs Bloomberg via Taipei Times

Asian Stocks Drop on Concern U.S. Subprime Losses Will Spread Bloomberg / Chen Shiyin and Patrick Rial

Yen Trades Near Two-Year High Versus Dollar on Credit Concerns Bloomberg / Kosuke Goto and Ron Harui

Yuan Advances a Third Day as European Officials Arrive in China Bloomberg / Aaron Pan and Belinda Cao

Australian, N.Z. Dollars Fall Versus Yen on Subprime Concerns Bloomberg / David McIntyre and Emma O'Brien



Will Ambac and MBIA Survive? Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

FED be Nimble, FED be Quick - Run into that WALL OF BRICK! Safehaven / Alex Wallenwein

IL: Homes sales drop but Chicago prices grow Chicago Sun Times

Hong Kong soars on rate talk, Tokyo also looks up Marketwatch / Chris Oliver

The Beige Book Federal Reserve Board

The slowdown has arrived, Beige Book finds Marketwatch / Greg Robb

Fed: Consumers growing cautious AP via USA Today / Jeannine Aversa

Beige Book, Kohn Point to Cut The Street / Liz Rappaport

Rate policy must be nimble, Fed's Kohn says Marketwatch / Greg Robb

Inflation has Dallas Federal Reserve president 'very concerned' Bloomberg via Dallas Morning News

Wall Street, Banks Failed in CDO `Lottery,' SEC's Sirri Says Bloomberg / Jody Shenn

Two-Year Treasury Notes Post Biggest Two-Day Drop Since 2004 Bloomberg / Deborah Finestone and Sandra Hernandez

Despite Beige Book Markets In the Black Forbes / Steve Schaefer

Oil prices tank nearly $4 CNN / Steve Hargreaves

A Durable Decline Forbes / Carl Gutierrez

U.S. Stocks Stage Biggest Two-Day Rally Since 2002; Banks Gain Bloomberg / Elizabeth Stanton

Dow soars over 330 points CNN / David Ellis

Bush chooses new economic adviser AP via Seattle Post Intelligencer / Deb Reichman

Democrats' health plans echo Nixon's failed GOP proposal McClatchy / Kevin G. Hall

Candidates take on Social Security CNN / Jeanne Sahadi

OH: Region's jobless rate down in October Cincinnati Business Courier

Fed's Fisher says very concerned by inflation Reuters

Fed Comment Feeds Rate Cut Hopes Forbes / Evelyn M. Rusli

Dovish Fed gives equities much-needed boost FT via MSNBC / Dave Shellock

Bonds retreat as stock rally lures investors Reuters / Ellen Freilich

Buoyant stocks knock bonds lower Reuters

Foreclosure's other victims - those left behind CNN / Les Christie

MI: Metro area home prices down 9.6% Detroit News

300-Point Surge Lifts Dow / Mark Glassman

LinkedIn CEO: We’d only sell for “a helluva lot” CNN

Beware our shadow banking system Fortune via CNN / Bill Gross

Net Income Falls to $28.7 Billion in the Third Quarter at FDIC-Insured Institutions FDIC

Quarterly Banking Profile FDIC

Profits at banks dropped by 25 percent in third quarter amid mortgage industry troubles AP via San Diego Union Tribune / alan Zibel

Bear Stearns Cuts 4 Percent of Staff AP via San Francisco Chronicle / Joe Bel Bruno

Fed seeks to calm markets FT / Daniel Pimlott and Krishna Guha

Fed Walks Economic Tightrope The Street / Liz Rappaport and Simon Constable

Oil Drops Below $92 on Inventory Report AP via San Francisco Chronicle / John Wilen

Home sales hit new low, prices drop CNN / Chris Isidore

Home Sales Slide More Than Forecast Bloomberg / Joe Richter and Courtney Schlisserman

Techs Lead As Stocks Extend Gains Investors Business Daily / Vincent Mao

Wednesday’s Analysis / Marty Chenard

No Market Bottom in Sight Yet as the Fed Fails Wall Street Window via Safehaven / Michael Swanson

CA: S.D. ranks third among sagging housing markets San Diego Uinion Tribune / Roger Showley

Financial Markets and Central Banking Federal Reserve Board / Donald L. Kohn

Kohn Sees Risk of Reduced Credit From Market Upheaval Bloomberg / Craig Torres and Anthony Massucci

Federal Reserve Events Reuters

Florida School Fund Rocked by $8 Billion Pullout Amid Defaults Bloomberg / David Evans

Freddie, Fannie Live Soft `Core Capital' Fantasy Bloomberg / Jonathan Weil

Orders for Big-Ticket Goods Drop AP via Chicago Tribune / Martin Crutsinger

Dreaded `R' Word Starts Tripping Off the Tongue Bloomberg / Caroline Baum

Mortgage Applications Decrease In Latest MBA Weekly Survey Mortgage Bankers Association

Stocks pumped up at open CNN

Be certain that no one predicts markets for sure Chicago Tribune / Bill Barnhart

Recipe for a meltdown CNN / Shawn Tully

Dell's Report Card Forbes / Brian Caulfield

Net income at Staples declines 5% LA Times

Gold futures retreat as dollar gains Marketwatch / Polya Lesova

Dollar Rises as Traders Trim Bets on Drop Amid Gains in Stocks Bloomberg / Bo Nielsen and Gavin Finch

Wall Street's Merry Christmas Forbes / Liz Moyer

Oil steadies near $94, OPEC, U.S. economy in focus Reuters / Alex Lawler

A Slowdown in Jobs Lost, and Created NY Times / David Leonhardt

Amid recession jitters, world's financial system vulnerable Christian Science Monitor / Mark Trumbull

Freddie to Cut Dividend, Sell Stock to Aid Reserves Washington Post / Thomas Heath

Not all bulls are breathing better Marketwatch / Peter Brimelow

Asian Stocks Fall; BHP Billiton Drops as Metal, Oil Prices Slip Bloomberg / Darren Boey and Emma O'Brien

Insurers See Reinsurance As 1st Capital Option Bond Buyer / Matthew Hanson

Congress Called Near Compromise on Fuel Economy Bill NY Times / John M. Broder

Top economic advisor to leave White House Marketwatch

Oil Producers See the World and Buy It Up NY Times / Steven R. Weisman

Russia: Inflation Seen Rising To 11.5% Reuters via Moscow Times / Gleb Bryanski

Goldman says US rates must be slashed Telegraph / Ambrose Evans-Pritcahrd

Citigroup’s Abu Dhabi deal is 'desperate' Telegraph / James Quinn

U.S. Notes Rise Before Reports on Home Sales, Durable Goods Bloomberg / Wes Goodman

Why China will not leave yuan to float London Times / Carl Mortished

Yen Rises on Speculation Japanese Exporters Buying the Currency Bloomberg / Ron Harui and Stanley White

ECB to pump €30bn into money markets Independent / Sean O’ Grady


Banking: This Disaster Was Guaranteed Business Week via Fiend’s SuperBear Page / David Henry

How long will banks worry about liquidity? The Economist

The Epic Battle over Crude Oil and the US$ SirChartsAlot via Safehaven / Gary Dorsch

Bernanke: Upcoming data may tell the tale on rates Marketwatch / Greg Robb

Oil prices leading to higher shipping costs Newsday / Tom Incantalupo

E-Trade deal not seen as catalyst to takeover – yet Marketwatch / Murray Coleman

Follow the leader? The Economist

National and regional economic overview Federal Reserve Board / Ben S. Bernanke

The Federal Reserve’s Enhanced Communication Strategy and the Science of Monetary Policy Federal Reserve Board / Frederic S. Mishkin

Bernanke weighing economic signals Charlotte Observer / Rick Rothacker

Bernanke: Fed 'alert' and 'flexible' CNN / David Ellis

Bernanke Says Fed to Judge Market `Turbulence' Impact Bloomberg / Craig Torres and David Mildenberg

Bernanke: Financial strains dimming U.S. outlook Reuters

Dell's U.S. sales fall, profits disappoint USA Today / Michelle Kessler

The panic about the dollar The Economist

Oil hovers above $91 after giving up big gains Reuters / Jiwon Chung

The nomination is up for grabs The Economist

UK: When the money machine blows up The Economist

Asset-Backed Commercial Paper Shrinks for 16th Week Bloomberg / Bryan Keogh

Choppy day on Wall Street CNN / Alexandra Twin

Bush steps into Amtrak row AP via Washington Times / Sarah Karush

FL: Condos take a sharp slide Palm Beach Post / Linda Rawls

A Tale of Two Dollars National Review / Thomas E. Nugent

U.S. Economy: Growth Is Faltering After Third-Quarter Surge Bloomberg / Shobhana Chandra

Exports help US economy in third quarter FT / Daniel Pimlott

New home prices: Worst drop in 37 years CNN / Chris Isidore

White House Lowers '08 Economic Forecast AP via Chicago Tribune / Jeannine Aversa

How to lose $9 trillion in a bull market CNN / Jason Zweig

Thursday’s Analysis / Marty Chenard

Is the Bull Market Dead? Clif Droke Market Analysis via Safehaven / Clif Droke

Oil falls back after surge on pipeline explosion Reuters / Jane Merriman

The Treasury’s Missing Minutes Mystery NY Post / John Crudele

Middle class courted, but skeptical, in campaign Reuters / Andrea Hopkins

Solar Power as the Next Great Investment Bonanza Bloomberg / David Pauly

Boeing worth billions to Texas San Antonio Express Courier / Sean M. Wood

U.S. Stock-Index Futures Fall; Sears Holdings, Lehman Decline Bloomberg / Marco Bertacche and Elizabeth Stanton

GM, Wounded by Autos, Now Catches It From Housing Bloomberg / Doron Levin

Sears earnings disappoint with 99% drop Chicago Tribune / James P. Miller

US RATE FUTURES-Extend gains on jump in claims Reuters

October foreclosure filings surge CNN / Althea Chang

Getting a Mortgage Is Harder These Days ABC News / Scott Mayerowitz

DC: Middle Class Can't Afford Most Washington Area Homes Washington Post / Allan Lengel

UK: The worst is yet to come for Britain's housing market The Economist

U.S. weekly jobless claims jumped 23,000 last week Reuters

Consumers Can't Hang on Forever as Trouble Brews Bloomberg / Gene Sperling

Economy best in four years CNN / Chris Isidore

Bonds rise on soft jobs data, bank strains Reuters / Burton Frierson

Treasury 3-Month Bill Yields Fall Below 3% on Credit Concern Bloomberg / Dennis Fitzgerald

Credit Cracks, Markets Close, Bonds Yelp `Help!' Bloomberg / Mark Gilbert

E*Trade's White Knight Forbes / Evelyn M. Rusli

Gold futures edge up, underpinned by oil rally Marketwatch / Polya Lesova

Crude Oil Climbs After Explosion at Enbridge Pipeline to U.S. Bloomberg / Grant Smith and Eduard Gismatullin

BoE sees U.K. growth, inflation outlook worsening Marketwatch / Simon Kennedy

Ted Turner's land buys stir suspicion in West AP via Tennessean / Nate Jenkins

Municipal Bond Deals Squeezed By Credit Crisis Washington Post / David Cho

Temperature falls to freezing for junk bonds Telegraph / Ambrose Evans-Pritchard

PA: Real estate here defies U.S. trend Pittsburgh Post Gazette / Tim Grant

An Airline Shrugs at Oil Prices NY Times / Jeff Bailey

In housing downturn, a new uncertainty factor Christian Science Monitor / Mark Trumbull

Lenders’ Belt-Tightening Stifles Growth in Economy NY Times / Peter S. Goodman

Candidates get aggressive, but civilly Christian Science Monitor / Linda Feldmann

BOK to Purchase Government Bonds to Stem Yield Gains Bloomberg / Kim Kyoungwha

China to Let Market Forces Weigh on Value of Yuan NY Times / David Lague

Asian Stocks Rise on U.S. Rate Cut Speculation; Samsung Climbs Bloomberg / Darren Boey and Patrick Rial

Japan Factory Output Rises to Record on Export Demand Bloomberg / Lily Nonomiya

$200 Billion to Invest, but in China NY Times / Keith Bradsher


Innovation, Information, and Regulation in Financial Markets Federal Reserve Board / Randall S. Kroszner

Market Bailouts and the "Fed Put" Federal Reserve Bank of St. Louis / William Poole

Poole-moral hazard concern won't affect Fed policy Reuters

Nomura Ends U.S. Primary Dealership After 22 Years Bloomberg / Sandra Hernandez and Ye Xie

Hope grows for a half-point cut CNN / Paul R. La Monica

Russia attracts investors despite its image BBC News / Konstantin Rozhnov

Banks may agree to plan that freezes ARM rates Marketwatch / Greg Morcroft & Robert Schroeder

Real Estate: Last of the red-hot markets CNN / Joe Light

Insured Home Mortgage Defaults Rise as Slump Deepens Bloomberg / Erik Holm

Utah still tops in home-price appreciation Salt Lake Tribune / Lesley Mitchell

Ambac is Effectively Insolvent & Will See More than $8 Billion of Losses with Just a $2.26 Billion Market Cap Safehaven / Reggie Middleton

Treasuries Fall as Bernanke's Comments Reduce Bid for Safety Bloomberg / Deborah Finestone and Sandra Hernandez

Analysis: Rate cuts won't help market if the economy tanks Marketwatch / Rex Nutting

Stocks Cool Off As Techs Weigh On Nasdaq Investors Business Daily / Donald H. Gold

Friday’s Analysis / Marty Chenard

Dell shares fall 10% on poor results FT / Kevin Allison

The Fallacy of Money Mania Lew Rockwell / Llewellyn H. Rockwell, Jr.

The Effects of Expectations on Perception: Experimental Design Issues and Further Evidence Federal Reserve Bank of Boston / Tyler Williams

Analysis: Housing Price Appreciation pdf Federal Reserve Bank of Philadelphia

Greenspan Was `Very Bad' Fed Chairman, Says Artus of Natixis Bloomberg / Farah Nayeri

Florida Schools Struggle to Pay Teachers as Investments Frozen Bloomberg / David Evans

Paulson’s mortgage bailout Band-Aid Fortune via CNN / Colin Barr

Loonie drops below par Globe and Mail Roma Luciw

Oil prices drop to lowest level in a month AP via MSNBC

Bond Traders Reclaim Master of Universe Title Bloomberg / Caroline Baum

Muni Sales Top $400 Billion, Now Watch Out Next Year Bloomberg / Joe Mysak

Bonds maintain losses after rise in Chicago PMI Reuters

Credit Quality in a Freefall / Stephen Taub

The Banking Bargain Bin Forbes / Liz Moyer

Capital, Once Derided by Citi, Saves the Day Bloomberg / John M. Berry

Futures Higher on Bernanke Remarks AP via Orlando Sentinel / Lauren Villagran

White House: too early to discuss subprime plans Reuters

Housing Slump's Third Year Will Be `Deepest' Since World War II Bloomberg / Dan Levy and Brian Louis

Chicago regional economy expanding in November, index shows Marketwatch / Rex Nutting

Price tag in mortgage crisis is looking like real money LA Times / Walter Hamilton and E. Scott Reckard

U.S. Consumer Spending Increases Less Than Forecast Bloomberg / Joe Richter

Growth expected to approach zero Washington Times / Patrice Hill

Middle class finds it hard to move up ladder Orlando Sentinel / Beth Kassab

Nonprime Mortgage Conditions Data for New York and New Jersey Federal Reserve Bank of New York

Gold futures edge lower amid profit-taking Marketwatch / Polya Lesova

Crude oil falls sharply to trade below $90 a barrel Marketwatch / Polya Lesova

To cool a market meltdown, apply aid carefully Christian Science Monitor / Mark Trumbull

Bernanke Says Fed Must Judge `Renewed Turbulence' in Markets Bloomberg / Craig Torres and Vivien Lou Chen

Bullish bond timers Marketwatch / Mark Hulbert

Treasuries Have Best Month in 12 Years on Credit-Market Losses Bloomberg / Wes Goodman

Cox: MSRB Should Host Muni Edgar Bond Buyer / Andrew Ackerman

U.S. Consumer Spending Probably Rose in October on Fuel Bills Bloomberg / Joe Richter

Presidential race silent on owner’s issues Boston Herald / Jennifer Heldt Powell

UK: King puts UK economy on danger watch Independent / Sean O’ Grady

UK: BoE Governor's stark picture of UK economy Telegraph / Josephine Moulds

Fed Chief Offers New Hint on a Rate Cut NY Times / Edmund L. Andrews

Asian Stocks Gain, Led by BHP Billiton; JFE Holdings Advances Bloomberg / Chen Shiyin

Yen Falls as Asian Stock Gains Spur Demand for Higher Yields Bloomberg / Kosuke Goto and Ron Harui