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October 16 – October 31

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Economy may be rebounding, but state budgets are still hurting Christian Science Monitor / Daniel B. Wood

Wealthy U.S. Shoppers Boost Spending 29%, Survey Says Bloomberg / Cotten Timberlake

On stimulus jobs reporting, a big 'Oops' CNN / David Goldman

Geithner Says U.S. Must Instill Confidence in Fiscal Management Bloomberg / Robert Schmidt

Banks are paying bonuses even as shareholders make losses. That is a problem Economist

Bad Loans Bedevil BofA Forbes / Liz Moyer

Nasdaq Plans to Recoup 2009’s Market Share Losses, Hyndman Says Bloomberg / Whitney Kisling

Oil prices rally, pullback on horizon CNN / Madalina Iacob

VIX Posts Longest Losing Streak in 4 Years as Dow Tops 10,000 Bloomberg / Jeff Kearns

Stocks fall on earnings but up for the week; Dow back below 10,000 AP via USA Today / Sara Lepro and Tim Paradis

U.S. Stocks Drop on GE, Bank of America Results, Consumer Data Bloomberg / Daniel Hauck and Sapna Maheshwari

California job losses continue to climb LA Times / Alana Semuels

Turner Lost CNN, Fonda, Fortune, Feels ‘Like a Dummy’ Bloomberg / Brett Pulley and Anita Sharpe

Muni Sales Fall to $7 Billion as Yields Jump Most Since January Bloomberg / Jeremy R. Cooke

U.S. Bonds Gain as Investors Seek Yield With Inflation Subdued Bloomberg / Susanne Walker

Sagging consumer view tempers output optimism Reuters / Burton Frierson

Friday’s Analysis / Marty Chenard

WA: Latest whammy for state's banks: commercial loans Seattle Times / Drew DeSilver

Production in U.S. Increases More Than Anticipated Bloomberg / Shobhana Chandra

GE Profit Falls 45% as Revenue Trails Estimates Bloomberg / Rachel Layne

Bank of America: $2.2 billion loss CNN David Ellis

Treasuries Head for Second Weekly Loss Before Production Report Bloomberg / Theresa Barraclough

Happy Days Are Here Again Lew Rockwell / Richard Spencer

Industrial Production in U.S. Probably Climbed for Third Month Bloomberg / Shobhana Chandra

Foreclosure filings headed for 3.5 million this year AP via Washington Times / Alan Zibel

Oil up to year high above $78 on dollar, inventories Reuters via Guardian / Jennifer Tan

Oil Set for Biggest Weekly Gain in 2 Months on Lower Stockpiles Bloomberg / Yee Kai Pin

How now, Dow Theory? Marketwatch / Mark Hulbert

Asian Stocks Fluctuate as Banks Decline; Sony, Woodside Rise Bloomberg / Adam Haigh and Jonathan Burgos

Yen Heads for 2nd Weekly Loss Versus Euro on Economy Optimism Bloomberg / Ron Harui and Yoshiaki Nohara

Bank of Korea Says Rate Increases Can Be More Than ‘Baby Step’ Bloomberg / Seyoon Kim


Ignorance Is Bliss Lew Rockwell / Peter Schiff

U.S. must live within its means: Geithner Reuters / Glenn Somerville and Walter Brandimarte

Investors hope for better results Marketwatch / Nick Godt

Investors Will Sell Financials, Buy Tech Stocks, Acampora Says Bloomberg / Whitney Kisling

VIX Posts Worst Losing Streak in Four Years as Dow Tops 10,000 Bloomberg / Jeff Kearns

Calif. bank becomes 99th in US to be shut in 2009 AP via Newsday

Record-High Deficit May Dash Big Plans Washington Post / Lori Montgomery and Neil Irwin

Obama sees U.S. closer to historic health-care reform Marketwatch / Steve Gelsi

UK's budget deficit will leave pound weak until at least 2014 Telegraph / Edmund Conway


Crisis shows need to right imbalances: Bernanke Reuters

Eighty Years After the Great Crash -- 'Is It the '30s Again?' Wall Street Journal / Brett Arends and Dave Kansas

Recession’s second wave is on the horizon Motley Fool via USA Today / Richard Gibbons

Corporate America worried about sinking dollar Reuters / Chelsea Emery

OH: Will bad commercial loans leave Cleveland-area banks targets? Cleveland Plain Dealer / Teresa Dixon Murray

Moody's sold ratings and sold out investors McClatchy via Charlotte News and Observer / KJevin G. Hall

U.S. Savings Bind NY Times / Roger Lowenstein

Housing, Leading Index Probably Improved: U.S. Economy Preview Bloomberg / Courtney Schlisserman

Recession creates huge spike in joblessness among seniors Pittsburgh Tribune Review / Mike Wereschagin

Unemployment rate tricky, still miserable NY Post / John Crudele

Recession spurs corporate yard sale NY Post / Paul Tharp

Will US factories show signs of life? AP via Seattle Post Intelligencer / Stephen Manning

Positive news expected in housing reports Marketwatch / Rex Nutting

IL: Ultrahigh-end homes slow to sell in crowded market Chicago Tribune / Mary Ellen Podmolik

Obama discovers Fox has friends in the press pack Guardian – Observer / Peter Preston

Obama Advisers Fault Banks on Rules Fight, Urge Lending Boost Bloomberg / Sandrine Rastello and Julianna Goldman

The Dow at 10,000 is 'a true nonevent' Washington Post / Michelle Singletary

Wall Street braces for onslaught of earnings CNN / Alexandra Twin

Investors seek inflation protection with ETFs Marketwatch / John Spence

Bank failures drain FDIC insurance Washington Times / David M. Dickson

FDIC announces 99th bank failure CNN / Hibah Yousuf

TX: Poor credit drives up Dallas-area insurance rates 35% on average Dallas Morning News / Terrence Stutz

Can a weak pound make Britain's economy strong again? Guardian – Observer / Heather Stewart

UK: Recession: 'We're all in this together' Oh yeah? Independent



Bernanke Says U.S., Asia Should Reduce Distortions Bloomberg / Craig Torres and Vivien Lou Chen

U.S. Corporate Credit Risk Index Falls First Time in Three Days Bloomberg / Shannon D. Harrington

Moody’s, S&P Subprime Suit Narrowed by Judge’s Ruling Bloomberg / Erik Larson

Higher jobless rates could be new normal AP via Detroit News / Tom Raum

ETFs See Steady Gains as Market Rallies / Will Swarts

Behind open doors, states track stimulus / Pamela M. Prah

Boston Scientific swings to third-quarter profit Marketwatch

Gold bears gathering, but gold bulls defiant Marketwatch / Peter Brimelow

With Privilege Comes…? Pimco / Ricjard Calrida

PIMCO Gets Into Stocks Forbes / Michael Maiello

Investors Repeat Patterns Of Past Forbes / Fred Fraenkel

Asia and the Global Financial Crisis Federal Reserve Board / Ben S. Bernanke

Gauging Aggregate Credit Market Conditions Federal Reserve Bank of San Francisco / Jose A. Lopez

Bernanke calls for action on global imbalances Bloomberg / Mark Felsenthal

Senator Grassley opposes new Fed powers Reuters / Karey Wutkowski

Bernanke Frets Over Sherlock Holmes’s Next Stop Bloomberg / Caroline Baum

FL: Massive amounts of foreclosures clogging county's civil courts Miami Herald / Daniel Chang

Obama gets an "F" on trade Reuters / Doug Palmer

Apple earnings set new record; shares explode in after-hours trading Brainstorm Tech via CNN / Philip Elmer-De Witt

Apple Kills Recession CNN / Brian Caulfield

Is the market rally a hoax? CNN / Paul R. La Monica

The Bull Market's Housing Problem Forbes / Bernard Condon

Seasonal Drop in U.S. Stocks May Just Be Delayed: Chart of Day Bloomberg / David Wilson

Crude nears $80 and gasoline rises for third week AP via Seattle Post Intelligencer / Dirk Lammers

Armageddon in Alabama Proves Parable for Local U.S. Governments Bloomberg / Ken Wells

US bonds turn higher after NY Fed comments Reuters

Create the perfect bond portfolio CNN / Walter Updegrave

Statement Regarding Reverse Repurchase Agreements Federal Reserve Bank of New York

Retail Sales Rebound Into Xmas as Shares Show Consumer Not Dead Bloomberg / Cotten Timberlake and Rich Miller

Report finds new wrinkle in U.S. bankruptcies Reuters / James B. Kelleher

Monday’s Analysis / Marty Chenard

U.S. Stocks Extend Global Rally on Earnings as Dollar Retreats Bloomberg / Rita Nazareth

Gold at $2,000 Becomes Inflation-Adjusted Bullseye for ‘80 High Bloomberg / Pham-Duy Nguyen

Oil jumps above $79 to 2009 high before retreating AP via San Diego Union Tribune / Pablo Gorondi

Treasuries Show No Lost Appetite With Dollar Declines Bloomberg / Liz Capo McCormick and Daniel Kruger

Treasuries Little Changed Before Reports on Housing, Economy Bloomberg / Wes Goodman

Foreclosures Force Ex-Homeowners to Turn to Shelters NY Times / Peter S. Goodmnan

Asian Stocks Decline on Profit Concern; Casio, Yaskawa Slump Bloomberg / Masaki Kondo and Shani Raja

Oil steadies after 1-year high above $79 Reuters via Guardian / Fayen Wong

Euro Declines as Officials May Show Concern Over Recent Gains Bloomberg / Yasuhiko Seki and Ron Harui

Won Crushes Yen as Dollar Substitute in Asian Rally Bloomberg / Matthew Brown and Patricia Lui


Asset-price bubble risk returns amid loose policy Marketwatch / Laura Mandaro

It's Time to Raise Rates, Ben Barron’s via / Andrew Bary

Without dollar fall, U.S. will repeat crisis: Connolly Reuters / Steven C. Johnson and John Parry

Silver, ‘Bullion’s Bridesmaid,’ May Outpace Gold: Chart of Day Bloomberg / Kim Kyoungwha and Lee J. Miller

Recession, layoffs fuel many to start small businesses USA Today / Laura Petrecca

Shoppers expected to spend tad less, cut friends and co-workers from this year's Christmas list Palm Beach Post / Allison Ross

Sound Monetary Policy for Good Times and Bad Federal Reserve Bank of Philadelphia / Charles I. Plosser

Fed's Plosser reiterates call for explicit 'inflation target' Marketwatch / John Letzing

Fed's Plosser calls for stricter rules on policy Reuters via Forbes

Bernanke Guilty of Coercion and Market Manipulation Mish’s Global Economic Trend analysis via Safehaven / Mike Shedlock

Big banks take your money and run CNN / Colin Barr

Yahoo triples profit, beats expectations Reuters / Alexei Oreskovic

Sun Microsystems to cut another 3,000 jobs Marketwatch / Rex Crum

Federal action prevented second Great Depression -- White House CNN / Tami Luhby

States Losing Battle of the Budgets Amid Swelling 2010 Deficits Bloomberg / Jerry Hart

Humble hamburger a recession hit at fine-dining establishments Sacramento Bee / M.S. Enkoji

Treasuries Gain as Starts Lag Forecasts, Prices Decline Bloomberg / Cordell Eddings and Susanne Walker

The US dollar could sure use $52B in support NY Post / John Crudele

Tuesday’s Analysis / Marty Chenard

U.S. Stocks Retreat as Housing Starts Data Overshadows Earnings Bloomberg / Elizabeth Stanton

Hyundai: The newest U.S. auto power CNN / Chris Isidore

Apple earnings: How the analysts got it so wrong CNN / Philip Elmer-DeWitt

Caterpillar reports 53 pct decline in 3rd-qtr profit on slumping sales,

lifts profit outlook AP via Chicago Tribune / Daniel Lovering

Rational Exuberance Forbes / Brian S. Wesbury and Robert Stein

Revised formula puts 1 in 6 Americans in poverty AP via Houston Chronicle / Hope Yen

Producer Prices in U.S. Declined 0.6% in September Bloomberg / Bob Willis

Housing starts rise, producer prices decline Reuters

CO: Safeway, union restarting Colorado contract talks AP via Denver Post

Oil briefly above $80 as earnings beat forecasts Bloomberg via Houston Chronicle

Down with the dollar Economist

Europe Officials Concerned on Dollar, Call Euro Gain ‘Disaster’ Bloomberg / Brian Swint and Jurjen van de Pol

Canada's central bank leaves rate unchanged AP via Houston Chronicle

Death of 'Soul of Capitalism:' Bogle, Faber, Moore Marketwatch / Paul B. Farrell

U.S. Two-Year Yield Near Highest This Month as Asia Stocks Gain Bloomberg / Wes Goodman

Shhh! TIPs Breakout!! Technical Take via Safehaven / Guy Lerner

Fed will have to tread carefully between too much tightness and not enough Marketwatch / Irwin Kellner

Asia Said to Be Leading the Globe Out of Crisis NY Times / Edmund L. Andrews

The Energizer Rally Marketwatch / Mark Hulbert

Thin Line Separates Insider Trading and Research NY Times / Alex Berenson

The Real Reason for More Troops in Afghanistan Lew Rockwell / Michael Gaddy

Oil Trades Near a One-Year High on Economic Recovery Optimism Bloomberg / Ben Sharples

Europe Views Seriously U.S. Policy on Strong Dollar Bloomberg / Brian Swint and Stephanie Bodoni

Oil soars despite fundamentals; gasoline prices might follow Chicago Tribune / Ronald D. White

RBA Says ‘Very Low’ Australian Rate May Spur Prices Bloomberg / Jacob Greber

Asia Stocks Climb on Earnings Speculation; Komatsu Advances Bloomberg / Masaki Kondo and Patrick Rial


Boston Fed's Rosengren calls for regulatory reform Reuters

Fed's Tarullo says breaking up big banks too hard Reuters / Pedro Nicolaci da Costa

Americans save more but will they keep buying Treasurys? Bloomberg / Deborah Levine

S&P slashes US junk bond default forecast to 6.9 pct Reuters

CA: Foreclosures fade from spring peak San Francisco Chronicle / Carolyn Said

Mr. Geithner: Stop Passing The Buck On The Dollar Forbes / Michael Pento

EBay Profit Forecast Misses Some Analysts’ Estimates Bloomberg / Joseph Galante

PC weakness to hurt Microsoft AP via Seattle Times

High Gold Prices Here To Stay Forbes / Michael Berry

CA: As payments for overtime soar, audit finds California state workers can earn $150,000 annually AP via Minneapolis Star Tribune

Fed Beige Book Says Economy Making ‘Modest’ Gains Bloomberg / Steve Matthews

Fed Sees Signs Of Tepid Recovery Forbes / Joshua Zumbrun

Prevention, Containment, and Policy Change – Lessons from History Federal Reserve Bank of Boston / Eric S. Rosengren

Beige Book Federal Reserve Board

Confronting Too Big to Fail Federal Reserve Board / Daniel K. Tarullo

Senior Supervisors Group Issues Report on Risk Management Practices Federal Reserve Bank of New York

Treasurys decline for first day in four Marketwatch / Deborah Levine

Treasuries Decline as Fed Report Shows Growth, Supply Looms Bloomberg / Cordell Eddings

Cheapest Money in 2 Months Spurs Muni Bond Sales: Chart of Day Bloomberg / Joe Mysak

Frozen Auction-Rate Bonds Cost U.S. $63.5 Billion, Study Says Bloomberg / Dunstan McNichol

Where are the %&@*!# jobs? CNN / Paul R. La Monica

What housing bust? CNN / Les Christie

The close: Markets thumped Globe and Mail / David Berman

U.S. Stocks Erase Gains in Final Hour as Bove Cuts Wells Fargo Bloomberg / Rita Nazareth and Elizabeth Stanton

Oil closes above $81 per barrel as dollar plunges AP via Houston Chronicle / Mark Williams

Icy N.D. a hotbed of jobs Denver Post / Al Lewis

Colorado's jobless rate dips to 7 percent AP via Denver Post

Europe Winces As $1.50 Breach Forbes / Parmy Olson

Are holidays good for the economy? Economist

$80 oil is back. Is that good or bad? Houston Chronicle / Brett Clanton

Boeing posts bigger-than-expected loss Reuters

Wednesday’s Analysis / Marty Chenard

Morgan Stanley Beats Estimates as Risk-Taking Boosts Revenue Bloomberg / Christine Harper

US Bancorp 3Q profit rises along with revenue AP via Seattle Post Intelligencer / Joshua Freed

Wells Fargo reports record profits CNN / David Ellis

Asia: Lost Decade Is Heading Toward Two-Decade Mark Bloomberg / William Pesek

Closed-end funds are open invitations Marketwatch / Chuck Jaffe

Only a handful of advisers are ahead over the last two years Marketwatch / Mark Hulbert

Theories of market relativity Marketwatch / Todd Harrison

CA: Feared flood of foreclosures in California may be averted LA Times / Peter Y. Hong

FL: Survey: Home values will plunge even more Miami Herald / Monica Hatcher

Liberals increase pressure for public insurance plan in health bill Washington Post / Shailagh Murray and Lori Montgomery

Oil greed affects us all Guardian via Taipei Times / Tom Bower

Is China's rebound for real? LA Times / David Pierson

China’s ‘Growth on Steroids’ Raises Danger of Renewed Slowdown Bloomberg

Treasury Yields Are Near One-Week Low Before Fed Buys Bloomberg / Wes Goodman

Asian Stocks Decline on U.S. Housing Starts, Commodity Prices Bloomberg / Masaki Kondo and Patrick Rial

Oil price passes $80 for first time in a year Independent / Alistair Dawber

Dollar Strengthens for Second Day Against Euro as Stocks Slide Bloomberg / Yasuhiko Seki and Ron Harui



America’s big banks are getting healthier. The small fry are not Economist

Squaring the circle Economist

SIFMA’s Ryan Statement on Federal Reserve Proposed Rules for Compensation SIFMA

How Will Unemployment Fare Following the Recession? pdf Federal Reserve Bank of Kansas City

Was Monetary Policy Optimal During Past Deflation Scares? pdf Federal Reserve Bank of Kansas City

Beyond Inflation Targeting: Should Central Banks Target the Price Level pdf Federal Reserve Bank of Kansas City

Financial, energy ETFs volume spills into off-hours sessions Marketwatch / Carla Mozee

A 28% Plunge In Our Standard Of Living Great Retirement Experiment via Safehaven / Daniel Amerman

Inflation written all over 'wall of worry' St. Louis Post Dispatch / Jack Markowitz

Gold Fight! Forbes / Steve Schaefer

The dollars' slide is complicating life for countries with floating exchange rates Economist

Amazon soars above Street view, shares skyrocket Reuters / Alexandria Sage

Netflix reports 48% profit jump, lifts forecasts Marketwatch / David B. Wilkerson

McDonald's sees profit climb 6 pct on pricey burgers AP via Houston Chronicle

Solid Gains for Stocks After Robust Earnings / Will Swarts

Why Doctors Are Worried Forbes / Marc Siegel

Tax cuts and Medicare could kill the economy CNN / David Futrelle

U.S. Housing to Bottom in March 2010 After 37% Drop Bloomberg / Dan Levy

Frustration mounts / John Gramlich

MI: Foreclosures rock some suburbs harder than city Detroit Free Press / Greta Guest and Kristi Tanner

Italy is slipping down many global rankings Economist

Taxpayers Fleeced When Leaders Tap Muni Market Bloomberg / Arthur Levitt

U.S. Economy: Leading Indicators Climb More Than Anticipated Bloomberg / Courtney Schlisserman

New jobless claims rise more than expected to 531K AP via Detroit News / Christopher S. Rugaber

Romer: Impact of stimulus will level off next year AP via San Francisco Chronicle / Jim Kuhnhenn

White House sees unemployment staying high Marketwatch / Robert Schroeder

The lucrative business of Obama-bashing Reuters / Bernd Debusmann

Amazon earnings expected to grow as media sales recover Marketwatch / Dan Gallagher

Dow reclaims 10,000 CNN / Alexandra Twin

Delta reports $161 million 3Q loss AP via Seattle Times / Harry R. Weber

Mortgage rates up 2nd straight week; 30-year averages 5% Reuters via USA Today

Dollar’s Decline Makes Oil ‘Too Cheap’ at $80: Chart of the Day Bloomberg / Jana Randow

Treasurys down before auction amounts announced Marketwatch / Deborah Levine

Thursday’s Analysis / Marty Chenard

Xerox profit falls but beats estimates Reuters

3M earnings beats estimates, raises forecast Reuters

Treasuries Are Little Changed Before Leading Indicators Index Bloomberg / Wes Goodman

September unemployment rate rises in 23 states Washington Times / David M. Dixon

Hedge-Fund Assets Rose $34 Billion in September on Market Gains Bloomberg / Tomoko Yamazaki

Our retirement system? In the middle of the pack Marketwatch / Robert Powell

Will earnings conference calls never end? Marketwatch / Therese Poletti

The Gnomes of Washington Lew Rockwell / Charles Goyette

Dollar Rebounds as Chinese Economic Data Curbs Growth Optimism Bloomberg / Yasuhiko Seki and Ron Harui

Asian Stocks Fall on Earnings Concern; Sumitomo Mitsui Drops Bloomberg / Masaki Kondo

Japan exports slow again, outlook in doubt Reuters via Guardian / Rie Ishiguro

China’s Economy Grows 8.9%, Fastest Pace in a Year Bloomberg


Why The Rich Are Renting Forbes / Stephane Fitch

The case for ARMs CNN / Beth Braverman

International Perspective on the Crisis and Response Federal Reserve Board / Donald L. Kohn

U.S. Asks Dealers for Suggestions, Changes on TIPS Bloomberg / Vincent Del Giudice

Banks Piling Cash At Fed Forbes / Liz Moyer

Do Mutual Funds Cheat on Returns? / Jack Hough

Britain's ongoing recession is the longest and deepest since the war Economist

U.K. Economy Unexpectedly Shrinks in Longest Slump Blomberg / Jennifer Ryan

These portfolio managers have sound strategy for growth Minneapolis Star Tribune / Neal St. Anthony

Fears about 'jobless recovery' up pressure on Democrats Marketwatch / Robert Schroeder

Shilling Sees Equities Bubble Forbes / Alexandra Zendrian

New York Times ad dollars drop by 26.9% Boston Herald / Thomas Grillo

Microsoft's next step Marketwatch / John C. Dvorak

Stocks tumble after rally CNN / Alexandra Twin

U.S. product makers are slumping — but still No. 1 St. Louis Post dispatch / David Nicklaus

Home sales rebound to highest level in 2 years CNN / Hibah Yousuf

Freddie Mac Defaults Set Record as Holdings Rise Bloomberg / Jody Shenn

U.S. Stocks Retreat as Oil Slumps; Microsoft, Amazon Rally Bloomberg / Elizabeth Stanton

Friday’s Analysis / Marty Chenard

Honeywell 3Q profit falls but tops expectations AP via Seattle Post Intelligencer / Stephen Singer

Support The VAT Forbes / Bruce Bartlett

Municipal Bond Market Absorbs Third $10 Billion Week Since June Bloomberg / Jeremy R. Cooke

Treasuries Fall on Policy Speculation as Record Note Sales Loom Bloomberg / Cordell Eddings

Natural gas moves in on coal as prices fall Denver Post / Mark Jaffe

China's 8.9% Growth? No Way Forbes / Gordon G. Chang

Financial Regulation and Supervision after the Crisis: The Role of the Federal Reserve Federal Reserve Board / Ben S. Bernanke

Bernanke Says Financial Firms Should Pay for Closings Bloomberg / Craig Torres and Scott Lanman

Microsoft profit, sales smash expectations Reuters / Bill Rigby

Amazon shares hit 10-year high after results Reuters

BOE More Likely to Expand Bond Purchases on GDP Slump Bloomberg / Brian Swint and Jennifer Ryan

Treasuries Set for Weekly Loss as Stocks Gain Before Home Sales Bloomberg / Wes Goodman

Higher inflation not a sure thing Marketwatch / Mark Hulbert

Dollar slips as euro options act as magnet Reuters via Guardian / Kaori Kaneko

Dollar’s Doom Puts a Face on New $1 Million Bill Bloomberg / David Reilly

Yen Falls to 2-Month Low Versus Euro as Risk Appetite Rises Bloomberg / Yasuhiko Seki and Ron Harui

Partisan anger in House brings lockout of committee Republicans Washington Post / Ben Pershing

Asian Stocks Rise on Earnings Outlook; Wesfarmers, Kia Advance Bloomberg / Masaki Kondo and Patrick Rial


Dollar Forced to Abdicate Euro Pacific via Lew Rockwell / Peter Schiff

MN: Commercial real estate: Shaky ground Minneapolis Star Tribune / Susan Feyder

UK: Recession continues to grip Britain Washington Post / Anthony Faiola

Fed appraisal rules sink home values Detroit News / Louis Aguilar

MI: Facing huge revenue loss, communities scramble Detroit Free Press / Steve Neavling

With American Funds, it's take it or leave it LA Times / Tom Petruno

Earnings reports to give picture of job market AP via Houston Chronicle / Tali Arbel

Halloween spending down for the first time since 2003 Chicago Tribune / Julie Wernau

Treasuries Fall for Third Week on Fed Speculation; Supply Looms Bloomberg / Susanne Walker

Dollar Weakens Past $1.50 Per Euro First Time in 14 Months Bloomberg / Matt Townsend and Ye Xie

U.S. Stocks Retreat as Profit Forecasts Trail Analyst Estimates Bloomberg / Lynn Thomasson and Mary Childs

Government-Run U.S. Health-Care Plan Gains Support Bloomberg / James Rowley and Laura Litvan

Obama declares swine flu a national emergency Reuters / Patricia Zengerle

Saving their homes: Did Obama help? CNN / Tami Luhby

China Economy May Slow Next Year, Stephen Roach Says Bloomberg



MO: Ups and downs of being a tortoise St. Louis Post dispatch / David Nicklaus

Star fund manager treks into bonds Boston Herald / Chuck Jaffe

In This 10-Year Race, Bonds Win by a Mile NY Times / Jeff Sommer

GDP Probably Grew as Stimulus Took Hold: U.S. Economy Preview Bloomberg / Timothy R. Homan

South Florida homeowners walking away from underwater mortgages Miami Herald / Monica Hatcher

Beating the Street is an easy feat for companies AP via Philadelphia Inquirer / Dave Carpenter

Stocks: Trying to recharge the rally CNN / Alexandra Twin

Wall Street Follies: The Next Act NY Times / Gretchen Morgenson

Oil prices surge 25% Detroit Free Press

Gas prices up 17.8 cents nationwide AP via Palm Beach Post

PA: Manufacturing sector remains important to Pittsburgh region Pittsburgh Tribune Review / Joe Napsha

Kraft Foods: Pizza helps it grab bigger slice of market, but private

labels continue to hurt other brands Chicago Tribune / Mike Hughlett


Oil hovers below $79 after 3-day slide AP via an Diego Union Tribune / Alex Kennedy

Recent Developments in Mortgage Finance Federal Reserve Bank of San Francisco / John Krainer

PIMCO's Gross: Fed programs end may pressure debt Reuters

Emerging Asia: Cyclical Lifts Reinforce Secular Supports Pimco / Chia-Liang Lian

Greenback Could Slam Precious Producers Forbes / Melinda Peer

Gold Gets Little Help From a Declining Dollar: Chart of Day Bloomberg / David Wilson

CA: Underemployed compound state's jobless troubles San Francisco Chronicle / Tom Abate

Stocks slide as rising dollar hits oil prices AP via San Francisco Chronicle / Tim Paradis

RadioShack's 3Q profit drops 24% Dallas Morning News / Maria Halkias

The contradictions at ObamaCare’s heart Reuters / James Pethokoukis

Who is tipped to become the first president of Europe? Economist

Junk Bond Rally Signals Stock Gains as Assets Diverge Bloomberg / Alexis Xydias

Back-Door Taxes Hit Americans With Public Financing in the Dark Bloomberg / Peter Robison, Pat Wechsler and Martin Z. Braun

S&P 500 Overvalued by 40%, Set to Fall, Smithers Says Bloomberg / Patrick Rial

Dow back above 10,000 CNN

Monday’s Analysis / Marty Chenard

Verizon profit falls 30 pct on higher costs AP via Houston Chronicle

Clock ticking on debt ceiling CNN / Jeanne Sahadi

Obama & Google (a love story) CNN / Jia Lynn Yang and Nina Easton

If Government Pays Us to Spend, Then Spend We Will Bloomberg / Caroline Baum

Smaller American banks are now at the centre of the credit storm Economist

Did Harvard Sell At the Bottom? Forbes / Nathan Vardi

Dollar decline continues: New 14-month low vs euro AP via Seattle Times

Gold futures edge higher as U.S. dollar falls vs. rivals Marketwatch / Polya Lesova

IL: Recession puts the brakes on Chicago's population drain Chicago Tribune / Greg Burns

US newspaper circulation down 10.6 percent as rate of decline accelerates AP via Chicago Tribune / Barbara Ortutay

South Korean Economy Expands at Fastest Pace in Seven Years Bloomberg / Seyoon Kim

Bank of Japan May Forecast Third Year of Deflation Bloomberg / Mayumi Otsuma

German Consumer Confidence Unexpectedly Declines Bloomberg / Cornelius Rahn

Central Banks Hitting Asset Bubbles Show No Faith in Greenspan Bloomberg / Simon Kennedy


Nouriel Roubini warns of bubble Globe and Mail / Brian Milner

Some developments make a double dip likely Marketwatch / Irwin Kellner

Oil falls amid mixed signs on US economic recovery AP via Seattle Times / Alex Kennedy

Sales of American newspapers keep falling Economist

Nasdaq slumps, Dow snaps slide CNN / Alexandra Twin

Gov't may say recession over but not job losses AP via San Francisco Chronicle / Tom Raum

Midnight Candles Pimco / Bill Gross

In Swaps We Trust Leads Governments to Losses With No-Bid Deals Bloomberg / William Selway

The Global Financial Crisis and Offshore Dollar Markets Federal Reserve Bank of New York

How Goldman and the Waltons lost a bundle Fortune via CNN / Allan Sloan

Tuesday’s Analysis / Marty Chenard

Why everyone is depressed about the economy NY Post / John Crudele

Gallup Economic Weekly: Declines All Around Gallup / Denise Jacobe

Job market rut deepens consumer gloom Reuters / Julie Haviv

Consumers: Current economy at 26-year low CNN / Hibah Yousuf

Housing: Better, Not Good Forbes / Steve Schaefer

Seniors squeezed as doctors shun Medicare CNN / Parija B. Kavilanz

Pay czar is missing mark St. Louis Post Dispatch / David Nicklaus

Waiting For China To Pull The Peg Forbes / Tim Kelly

TREASURIES-Edge up in Asia on bargain hunting, auction eyed Reuters

Amazon and the Nifty Fifty Marketwatch / Mark Hulbert

Opec signals rise in oil output as global price rallies London Times / Robin Pagnamenta

Dollar eases as selling of high-yielders pauses Reuters via Guardian / Satomi Noguchi

Roach Says Credit Suisse, UBS Wrong on China Stimulus Bloomberg / Sophie Leung and Bernard Lo

Treasuries, Little Changed, Snap Four-Day Loss as Stocks Fall Bloomberg / Wes Goodman

Asian Stocks Fall on Commodity Prices, Hong Kong Property Curbs Bloomberg / Masaki Kondo and Shani Raja

N.Z.’s Key Says Interest Rate Rise This Year Unlikely Bloomberg / Barry Porter and Valarie Tan



'As states, we compete,' Wyo. governor says / John Gramlich

MO: Deeper cuts loom in Missouri's budget St. Louis Post Dispatch / Virginia Young

Two economists see red flags again for stock market USA Today / Adam Shell

Tech Leads Heavy Selloff at Session End / Will Swarts

Mortgage demand falls again in latest week Marketwatch

U.S. holiday spending could again be cut: survey Reuters / Lisa Baertlein

Governments Never in Default Pay More Interest Than Companies Bloomberg / Darrell Preston

Stocks slammed CNN / Alexandra Twin

Overtaking Economist

Treasurys add to gains before record sale of 5-year notes Marketwatch / Deborah Levine

Treasury Volatility Falls to Two-Year Low as Fed Seen on Hold Bloomberg / Liz Capo McCormick

‘Jobs Created or Saved’ Is White House Fantasy Bloomberg / Caroline Baum

Wednesday’s Analysis / Marty Chenard

U.S. Stocks Fall to Extend Global Drop on Economy Concern Bloomberg / Rita Nazareth

Durable goods orders hint at broadening recovery Reuters / Lisa Lambert

New home sales unexpectedly tumble in September Reuters / Lisa Lambert

Oil below $79 on mixed signs for US recovery AP via Seattle Times / Pablo Gorondi

Treasuries Drop as Durable Goods Orders, Home Sales May Gain Bloomberg / Wes Goodman

Bond Weakling California Shows States’ Failure to Disclose Debt Bloomberg / Darrell Preston

Las Vegas Leads U.S. With Highest Metro Area Foreclosure Rate Bloomberg / Dan Levy

Despite lost decade, there was money to be made Marketwatch / Sam Mamudi

The future of hedge funds Marketwatch / Todd Harrison

Oil steady near $79.50 on API drawdown Reuters via Guardian / Osamu Tsukimori

Dollar Rally to Last for ‘a While,’ Investor Jim Rogers Says Bloomberg / Theresa Barraclough

Run-up in metals prices raises bubble fears Chicago Tribune / Gail MarksJarvis

Rice Market ‘On Thin Ice’ as Record Prices May Return Bloomberg / Luzi Ann Javier

Asian Stocks Decline on Earnings Concern; Japan’s Yen Advances Bloomberg / Shani Raja and Patrick Rial

Yen Rises as Economic Concerns Damp Demand for Higher Yields Bloomberg / Yasuhiko Seki and Ron Harui

Australian Inflation Cools to Slowest Pace in Decade Bloomberg / Jacob Greber and Victoria Batchelor


Your move, Ben Bernanke CNN / Paul R. La Monica

Bribing the markets Economist

Dead letter Economist

California Sells $3.5 Billion of Bonds, Cuts Yields Below 5% Bloomberg / Jeremy R. Cooke

Pimco’s McCulley Says It’s Time to Sell ‘Risk Assets’ Bloomberg / Wes Goodman

America's Great Recession ends, now what? Globe and Mail / Barrie McKenna

Good sign for economy: Business spending is up USA Today / David J. Lynch

How much has the stimulus done? Marketwatch / Rex Nutting

Federal deficit: Trail of broken promises CNN / Jeanne Sahadi

Housing stimulus without ballooning the deficit NY Post / John Crudele

As many as 5 million Americans infected with H1N1 Reuters / Julie Steenhuysen

Difficult Work Ahead for Policymakers Federal Reserve Bank of Atlanta / Kevin Warsh

Price Distributions and Competition Federal Reserve Bank of Atlanta / Ken Burdett and Eric Smith

Bonds fall as Q3 GDP raises recovery hopes Reuters / Chris Reese

Moody’s May Downgrade Mortgage Bonds With New Outlook Bloomberg / Jody Shenn

Foreign central banks US debt holdings rose in week-Fed Reuters

Dow's best day in 3 months CNN / Alexandra Twin

A joyless recovery Economist

Inventories May Take Over From Consumers as U.S. Growth Engine Bloomberg / Carlos Torres

Housing Adds to Economic Growth for First Time in Four Years Bloomberg / Kathleen M. Howley

Systemic Regulation, Prudential Measures, Resolution Authority and Securitization FDIC / Sheila C. Bair

Where smoking kills most people Economist

The Uncomfortable Dance Between V’ers and U’ers Pimco / Paul McCulley

Regulatory reform Federal Reserve Board / Daniel K. Tarullo

Obama's "too big to fail" plan blasted in Congress Reuters / Kevin Drawbaugh

Dollar Could Surprise In 2010 Forbes / Oxford Analytica

Stocks rise sharply in early trading after better-than-expected GDP report AP via Chicago Tribune / Stephen Bernard

Thursday’s Analysis / Marty Chenard

The $10 Phone Bill Forbes / Scott Woolley

U.S. Home Vacancies Rise to 18.8 Million on Defaults Bloomberg / Kathleen M. Howley

Malpass Says U.S. Economy Will Slow, Enter ‘Gloomy Period’ Bloomberg / Vincent Del Giudice and Thomas R. Keene

GDP Grows By 3.5% Forbes / Joshua Zumbrun

Economy in U.S. Expands for First Time in a Year Bloomberg / Timothy R. Homan

IL: Recession sends boutique owners packing Chicago Tribune / Sandra M. Jones

Bernanke, Shirakawa Trail Gjedrem Amid Policy Split Bloomberg / Simon Kennedy

Fed Ending Treasury Purchase Program That Helped to Cap Yields Bloomberg / Liz Capo McCormick

Alabama Mayor Found Guilty Over Bribes for Sewer-Bond Business Bloomberg / David Beasley, Martin Z. Braun and Laurence Viele Davidson

Treasury Yield Is Near One-Week Low Before Federal Reserve Buys Bloomberg / Wes Goodman

The Return of the Great Depression Lew Rockwell / Vox Day

Economy in U.S. Probably Shook Off Recession in Third Quarter Bloomberg / Timothy R. Homan

Exaggeration found in number of jobs created by stimulus AP via LA Times

Decline and fall of the U.S. dollar Marketwatch / Kevin Cook

Oil extends decline toward $77, eyes U.S. GDP data Reuters via Guardian / Fayen Wong

Criticism of bankers off base Pittsburgh Tribune Review / Jack Markowitz

N.Z. Keeps Rate at 2.5%, May Tighten 2nd Half of 2010 Bloomberg / Tracy Withers

Buffett Beats Gross in Global Poll as Investor With Most Wisdom Bloomberg / Mike Dorning

Investors Sense Rout in Stocks After Biggest Rally Since 1930s Bloomberg / Rich Miller

Yen Rises to Two-Week High Versus Euro on Economic Concerns Bloomberg / Yasuhiko Seki and Ron Harui

Asian Stocks Fall on Growth Concerns; ANZ Bank, Advantest Slump Bloomberg / Jonathan Burgos and Shani Raja

Japan Stocks Fall on Drop in U.S. Home Sales, Stronger Yen Bloomberg / Akiko Ikeda

Japan’s Industrial Output Rises 1.4%, Seventh Gain Bloomberg / Jason Clenfield and Tatsuo Ito


Crash of 2009: Black Days Directly Ahead Safehaven / Dan Basch

The dollar rises, and (almost) nobody is happy LA Times / Tom Petruno

Please Listen to Sheila Bair NY Times / Daniel Alpert

Why more people don't "walk away" from their mortgages Sacramento Bee / Jim Wasserman and Dale Kasler

Hazy edges blur economic signs, make recovery tough to verify St. Louis Post Dispatch / David Nicklaus

Dollar's Depreciation Inflates All Assets Forbes / Robert Lenzner

Treasuries Gain, Trimming Monthly Loss, on Weak Recovery Bets Bloomberg / Cordell Eddings and Matthew Brown

U.S. Stocks Fall, Extend Weekly Drop, on Spending, Confidence Bloomberg / Rita Nazareth

Friday’s Analysis / Marty Chenard

Retail stocks drop after decline in consumer spending Marketwatch / Andria Cheng

U.S. small business loans in default rise Reuters / James B. Kelleher

U.S. Michigan Sentiment Index Decreased to 70.6 This Month Bloomberg / Courtney Schlisserman

Jobs will return -- in 2012 CNN / Chris Isidore

U.S. Third-Quarter Labor Costs Rise 0.4% as Wage Growth Stalls Bloomberg / Courtney Schlisserman

Consumer spending falls 0.5 percent in September AP via Houston Chronicle

Anything Less Than Full Disclosure Is Unacceptable Lew Rockwell / Ron Paul

Out of recession, but US is not out of the woods yet London Times / Ian King

Treasuries Head for October Loss Before Report on Consumption Bloomberg / Theresa Barraclough and Wes Goodman

Defending Obama’s Small-Business Agenda NY Times / Robb Mandelbaum

Oil steadies below $80 after jumping on U.S. GDP data Reuters via Guardian / Fayen Wong

Dollar Is Set for 4th Monthly Loss Against Euro on Risk Demand Bloomberg / Yasuhiko Seki and Ron Harui

A stealth bull market? Marketwatch / Mark Hulbert

Motorola turns a profit, offers positive forecast for 2010 Chicago Tribune / Wailin Wong

Nintendo profits plunge by 50% as sales of Wii fall Bloomberg / Nick Clark

Asian Stocks Rise on Japan Jobless Data, U.S. GDP; Rio Advances Bloomberg / Shani Raja

Japan’s Unemployment Rate Unexpectedly Falls to 5.3% Bloomberg / Toru Fujioka

China Economy Is Gaining Momentum Each Quarter, Li Keqiang Says Bloomberg / Madelene Pearson




California to withhold a bigger chunk of paychecks LA Times / Shane Goldmacher and W.J. Hennigan

Goldman Sachs reaped riches from risky mortgages, but passed on the danger Sacramento Bee / Greg Gordon

Boehner: GOP has right answers on health care AP via San Francisco Chronicle / Will Lester

Is it growth, or just smoke and mirrors? NY Post / John Crudele

Stiglitz Says U.S. Recession ‘Nowhere Near’ End After GDP Jump Bloomberg / Bob Willis

9 banks fail in 1 day; $2.5 billion hit to FDIC insurance fund Marketwatch / Matt Andrejczak

Treasury 10-Year Notes Decline Most Since May on Recovery Bets Bloomberg / Daniel Kruger

Buffett’s Berkshire Cuts Moody’s Stake Third Time in 3 Months Bloomberg / Andrew Frye

For stocks, a correction may come, but probably not a calamity LA Times / Tom Petruno

U.S. Stocks Drop on Economic Concern as New Home Sales Decline Bloomberg / Sapna Maheshwari and Mary Childs

Bank of America faces complaints over mortgages and stalled loan modifications South Florida Sun Sentinel via Miami Herald / Harriet Johnson Brackey

Obama says new data shows U.S. economy recovering Reuters / Ross Colvin

Schools Are Where Stimulus Saved Jobs, New Data Show NY Times / Michael Cooper and Ron Nixon

China Warns of World Slump If Stimulus Withdrawn Bloomberg