Bondhead News Archive

November 16 – November 30

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Top Six Uses For Bonds Forbes / Michael Schmidt

Bullish chart pattern? Marketwatch / Mark Hulbert

Small business loans: $10 billion evaporates CNN / Catherine Clifford

Fannie Mortgage-Bond Yields Fall to Lowest in Almost Six Months Bloomberg / Jody Shenn

U.S. 10-Year Note Future Is Near Key Level: Technical Analysis Bloomberg / Susanne Walker

GMAC Slams Brakes On Third Bailout Forbes / Liz Moyer

Goldman Sachs Sells Miami Condos for $113,000 Each Bloomberg / John Gittelsohn

Businesses cut inventories for 13th straight month AP via Denver Post / Martin Crutsinger

Policy Challenges for the Federal Reserve Federal Reserve Board / Donald L. Kohn

On the Outlook for the Economy and Policy Federal Reserve Board / Ben S. Bernanke

Financial Leverage, Corporate Investment, and Stock Returns Federal Reserve Bank of Boston / Ali K. Ozdagli

Bernanke Says ‘Not Obvious’ Asset Prices Misaligned Bloomberg / Scott Lanman

Fed eyes dollar drop, but hews to low-rate pledge Reuters / Kristina Cooke

Fed official sees no asset bubbles now Marketwatch / Rex Nutting

Are Treasury Yields Headed Lower? Technical Take via Safehaven / Guy Lerner

One in seven Americans short of food Reuters / Charles Abbott and Christopher Doering

Gold's record run: No end in sight CNN / Aaron Smith

Bernanke Lunches on Wall Street as Jobless Rebound Buoys Stocks Bloomberg / Michael McKee and Rich Miller

New York Manufacturing Expands for a Fourth Month Bloomberg / Courtney Schlisserman

Lowe's profit falls 30 percent Reuters

U.S. Stocks Extend Global Rally on Retail Sales, APEC Pledge Bloomberg / Sapna Maheshwari

Monday’s Analysis / Marty Chenard

Dow jumps 130 points CNN

Intel raising its dividend 12.5 percent AP via Mercury News

Stockpiles at U.S. Companies Fall to Lowest Level in Four Years Bloomberg / Bob Willis

Retail sales surge on autos, manufacturing slows Reuters / Lucia Mutikani

U.S. job hunters eye other nations' help wanted ads USA Today via Detroit Free Press / Paul Davidson

Obama Gets Earful on 5-City Economic Road Show Bloomberg / William Pesek

Main Street Tells Wall Street, ‘Get a Real Job’ Bloomberg / Susan Antilla

Governments tug hard on growth levers Reuters Emily Kaiser

NY: Government feels the shopping pinch Westchester Journal News / Diana Costello

Fed's Hoenig says significant weakness in US economy Reuters via Guardian

Treasuries Are Little Changed, Snap Gain Before Retail Sales Bloomberg / Wes Goodman

I Bond yield gets boost from return of inflation Detroit Free Press via Pittsburgh Tribune Review / Susan Tompor

U.S. Retail Sales Probably Rose, Easing Concern About Spending Bloomberg / Shobhana Chandra

Obama Says U.S.-China Trade Spurs Prosperity for Both Bloomberg / Edwin Chen and Julianna Goldman

Gold bugs say it's not over Marketwatch / Peter Brimelow

Too early to talk about output changes-OPEC pres Reuters via Guardian

Dollar becomes focus of many investors' strategy; here's why USA Today / Adam Shell

Money Trickles North as Mexicans Help Relatives NY Times / Marc Lacey

Japan GDP Accelerates, Easing Risk of Renewed Slump Bloomberg / Jason Clenfield and Tatsuo Ito

Stimulus and Exports Help Ease Japan’s Recession NY Times / Hiroko Tabuchi

Geithner Bond Wise Men Bury Warning With Record Options Prices Bloomberg / Liz Capo McCormick


Banks face hit from bond downgrades FT / Jennifer Hughes

Investors Lured Away as Brokers Battle to Keep Them Bloomberg / Alexis Leondis

U.S. consumers expect deep holiday discounts Reuters / Brad Dorfman

Munis Gain Most in Two Months as New York Sells $1.47 Billion Bloomberg / Jeremy R. Cooke

Weak production figures aid bonds Reuters / Ellen Freilich

Fed officials differ on recovery's pace Reuters / Mark Felsenthal

Yellen Says Unclear If Use of Rates Can Stem Leverage Bloomberg / Christopher Anstey and Bob Chen

Buck doesn't stop here: Bernanke NY Post / Paul Tharp

Obama in China: Why not more US export jobs? Christian Science Monitor

Why Obama makes little headway balancing US-China trade Christian Science Monitor / Mark Trumbull

Democrats promise jobs bill AP via Sacramento Bee / Andrew Taylor

Google, Bing continue to gobble up market share Christian Science Monitor / Matthew Shaer

Stocks at 13-month highs after modest gains CNN / Ben Rooney

Gold: On the Fast Track Toward $1,200? ETF Trading via Safehaven / Mark Brown

Crude rises as U.S. fuel inventories forecast to drop Bloomberg via Houston Chronicle

Better not cough: Santas lobby for swine flu shots AP via USA Today / Holly Ramer

The Economic Outlook, November 2009 Federal Reserve Bank of Richmond / Jeffrey Lacker

Linkages between Monetary and Regulatory Policy: Lessons from the Crisis Federal Reserve Bank of San Francisco / Janet L. Yellen

Fed Can’t Be ‘Paralyzed’ by Weak Parts in Economy, Lacker Says Bloomberg / Scott Lanman

Yellen Says Unclear If Use of Rates Can Stem Leverage Bloomberg / Christopher Anstey and Bob Chen

'Cash Inflation' Forbes / Brian S. Wesbury and Robert Stein

Fed to Cut Maximum Maturity of Discount Window Loans to 28 Days Bloomberg / Craig Torres

Most U.S. Stocks Fall as Industrial Production Trails Estimates Bloomberg / Sapna Maheshwari

Tuesday’s Analysis / Marty Chenard

Industrial Production in U.S. Rose 0.1% in October Bloomberg / Bob Willis

Stimulus surprise: 15 million may owe IRS CNN / Jeanne Sahadi

Which countries have most WiFi hotspots? Economist

Bernanke Signals ‘Extended’ Low-Rate Period May Become Longer Bloomberg / Scott Lanman

Bernanke: 'Head winds' hamper recovery Washington Times / David M. Dickson

Treasuries Little Changed Before Industrial Production Report Bloomberg / Wes Goodman

More bullish than any time since early 1990s Marketwatch / Mark Hulbert

Wall Street's 2012 meltdown sweepstakes Marketwatch / Paul B. Farrell

It's déjŕ vu all over again Marketwatch / Irwin Kellner

Surprise! You may owe even more taxes Boston Herald / Jay Fitzgerald

Cutting Budget Deficit ‘Foremost’ in Obama’s Mind, Emanuel Says Bloomberg / Mike Dorning

Oil sheds some gains; eyes dollar, data Reuters via Guardian / Fayen Wong

Dollar slides despite Fed Chairman’s support London Times / Christine Seib

Japan Deflation Concern Rises Even as Growth Quickens Bloomberg / Jason Clenfield and Tatsuo Ito

UK recession is over, says MPC man Andrew Sentence London Times / Gráinne Gilmore, Ian King and Robert Lindsay

Dollar Falls on Prospects Fed Will Repeat Pledge for Low Rates Bloomberg / Yoshiaki Nohara and Ron Harui

RBA Says Pace of Australia Rate Rises ‘Open Question’ Bloomberg / Jacob Greber


The Future Of Economic Forecasting Wharton via Forbes

FL: Jobless tax will surge for employers Miami Herald / Scott Andron

California faces $20B deficits for years to come AP via Seattle Times / Judy Lin

Goldman’s $500 Million Is Day Late, Dollar Short Bloomberg / Mark Gilbert

Downturn cost U.S. metro areas all recent job growth Reuters / Joan Gralla

Muni Yield Gap Widens to 9-Year High Amid Inflation Concerns Bloomberg / Jeremy R. Cooke

Wells Fargo to Buy Back $1.4 Billion in Auction Debt Bloomberg / Joshua Gallu and Darrell Preston

Immigrant jobless rate soared during recession Dallas Morning News / Brendan M. Case

Signs point to a lukewarm recovery Washington Post / Neil Irwin

The Health Care Numbers Game Forbes / Brian Wingfield

1 million jobless face benefits loss in January CNN / Tami Luhby

Stocks hit a roadblock CNN / Ben Rooney

A yuan-sided argument Economist

Central Banks Increasing Gold Reserves Dollar Daze via Safehaven / Mike Hewitt

Gold Is Not Just An Inflation Hedge Forbes / Heather Struck

Global revenues from gambling are rising Economist

Treasurys edge down after consumer inflation, housing data Marketwatch / Debora Levine

The First Phase of the U.S. Recovery pdf Federal Reserve Bank of St. Louis / James Bullard

Fed's Bullard says shrinking reserves key to exit Reuters / Mark Felsenthal

Wednesday’s Analysis / Marty Chenard

U.S. Stocks Fall as Profit Forecasts Drag Tech Shares Lower Bloomberg / Elizabeth Stanton

A Cure For Unemployment Forbes / Lee E. Ohanian

Housing Starts in U.S. Unexpectedly Plunge 11% Bloomberg / Shobhana Chandra

Consumer Prices in U.S. Increased 0.3% in October Bloomberg / Courtney Schlisserman

Forget $100 oil. $80 oil is a problem Fortune via CNN / Colin Barr

Treasuries Little Changed, Snap Gain as U.S. May Boost Auctions Bloomberg / Wes Goodman

Credit-card balances move higher Marketwatch / Jennifer Waters

Builders Probably Broke Ground on Most U.S. Houses in 11 Months Bloomberg / Shobhana Chandra

Economy to sway 2010 gov races / Pamela M. Prah

Another Dow Theory buy signal? Marketwatch / Mark Hulbert

Hershey and Ferrero plot joint bid for Cadbury Telegraph / James Quinn and Ben Harrington

Investors' big decision on international small caps Marketwatch / Barbara Kollmeyer

Health programs have history of cost overruns Washington Times / David M. Dickson

Tax rich, poll respondents say AP via Augusta Chronicle

The other side of the dollar Marketwatch / Todd Harrison

Oil Rises as U.S. Supplies Drop, Asia Commodity Stocks Advance Bloomberg / Christian Schmollinger and Shani Raja

MI: Experts say recession over, recovery will be slow Detroit News / Louis Aguilar, Brian J. O'Connor and Jaclyn Trop

Sears shuns spending money on stores but shells out to buy its own stock Chicago Tribune / Sandra M. Jones

Asian Stocks Fall, Won Drops as Dell, Sony Earnings Disappoint Bloomberg / Weiyi Lim and Shani Raja

Gold timers are particularly bullish right now -- a bad sign Marketwatch / Mark Hulbert

Oil steady at below $78, traders seek fresh cues Reuters via Guardian / Fayen Wong

Pimco Says Yuan, Won Offer Value on Rate Prospects Bloomberg / David Yong

BOJ Keeps Rate at 0.1% as Kan Urges Deflation Fight Bloomberg / Mayumi Otsuma and Toru Fujioka

Thai Exports Fall Least in a Year on Global Recovery Bloomberg / Suttinee Yuvejwattana

Bank of Japan May Signal Rates to Stay Low on Deflation Threat Bloomberg / Toru Fujioka and Masahiro Hidaka



State, local budget cuts a "time bomb" for jobs Reuters

Unprecedented levels of government debt may require radical solutions Economist

Start-up nations Economist

Why Krugman Is Wrong About The Yuan Forbes / Shaun Rein

Either central banks are wrong to keep rates low, or markets are wrong to expect recovery Economist

FL: 1 in 8: Florida leads nation in percent of houses in foreclosure Palm Beach Post / Kimberly Miller

Caught early Economist

U.S. 3-Month Bills Turn Negative on Concern Risk Rally Overdone Bloomberg / Cordell Eddings

FDIC May Tie Underwriter, Rater Pay to Asset-Backed Performance Bloomberg /  Jody Shenn

Economists Opposing Fed Audit Are On Fed Payroll Mish’s Global Economic Trend Analysis via Safehaven / Mike Shedlock

House Panel Votes to Advance Paul Plan on Fed Audits Bloomberg / Scott Lanman

GAO: Stimulus Jobs Data Inaccurate FOX News / Darryl R. Sherwood

$4.8 trillion - Interest on U.S. debt CNN / Jeanne Sahadi

Stocks Plunge as Treasury Three-Month Bill Yields Turn Negative Bloomberg / Elizabeth Stanton and Cordell Eddings

Ross Stores Reports 83% Rise in Earnings FOX News

Gap profit up 25 pct in 3Q as Old Navy recovers AP via MSNBC / Ashley M. Heher

Dell profits fall 54% as PC sales stumble London Times

Facebook Common Stock Valuation Jumps 42% to $9.5 Billion Bloomberg / Brian Womack

November 2009 Business Outlook Survey pdf Federal Reserve Bank of  Philadelphia

California Offering Sixth Billion-Dollar Bond Sale This Quarter Bloomberg / Jeremy R. Cooke

Mortgage payments: Record number are late CNN / Les Christie

Foreclosures hitting more people with prime loans AP via Detroit News / alan Zibel

CA: More people fall behind in state taxes San Francisco Chronicle / Kathleen Pender

Thursday’s Analysis / Marty Chenard

What's Obama Bringing Home From Asia? Forbes / Nouriel Roubini

MI: State jobless rate falls to 15.1%; employment gains hailed Detroit Free Press / John Gallagher

Anything but .01% Pimco / Bill Gross

Pimco’s Gross Says Risk of Asset Bubble Rises With Low Rates Bloomberg / Dave Liedtka

Fed officials play down impact of weak dollar Reuters / Kevin Plumberg and Neil Chatterjee

Fed Presidents, Lawmakers Step Up Clash on Appointment Process Bloomberg / Scott Lanman

House Committee to Vote on Fed Audits in Test of Bernanke Clout Bloomberg / Scott Lanman

U.S. jobless claims unchanged last week Reuters

Weekly jobless claims unchanged at 505,000 Marketwatch / Jeffry Bartash

Obama mortgage rescue: Only a few get lasting help CNN / Tami Luhby

Sears posts second consecutive quarterly loss AP via Houston Chronicle

Food or Commodity Price Shocks and Inflation: A Central Banker's Perspective Federal Reserve Bank of Philadelphia / Charles L. Plosser

Fed's Plosser: Central banks should set inflation targets Marketwatch / Greg Robb

Large jobless pool could keep pay flat Chicago Tribune / Tom Petruno

At Luxury Stores, Fewer Goods and Even Fewer Markdowns NY Times / Stephanie Rosenbloom

Those with, without work to compete for seasonal jobs USA Today / Laura Petrecca

Treasury Two-Year Yields Near Nine-Month Low on Rate Outlook Bloomberg / Wes Goodman

Moody’s May Downgrade Up to $450 Billion of Bank Debt Bloomberg / Sarah McDonald and Yusuke Miyazawa

Wells Fargo to Repurchase $1.4 Billion of Securities NY Times / Cyrus Sanati

Citigroup Eyes ACORN Investment Boston Herald / Jay Fitzgerald

36 states may miss Real ID deadline

MA: Holiday sales expected to fall 3% Boston Herald / Donna Goodison

PA: Public unions still choke budgets Pittsburgh Tribune Review / Jack Markowitz

Rebounding Dines thinks stocks have further to go Marketwatch / Peter Brimelow

House Democrats press bid for audits of Federal Reserve AP via Houston Chronicle / Daniel Wagner

Senate unveils health-care bill Washington Post / Shailagh Murray and Lori Montgomery

Dollar, Yen Gain as Topix Falls on Equity Sales; Kiwi Weakens Bloomberg / Akiko Ikeda and Chan Tien Hin

Singapore Says Economy May Expand 3% to 5% Next Year Bloomberg / Shamim Adam


Bond Sentiment: Very Interesting Technical Take via Safehaven / Guy Lerner

Bernanke Saved Your Company Forbes / Matthew Craft

The Job-Loss Recovery Forbes / Steve Schaefer

Black Friday deals may not signal retail comeback Reuters / Jessica Wohl

Coal Isn't Dead--By a Long Shot Forbes / Christopher Helman

Gold rallies despite dollar rise Reuters via Globe and Mail

2010 outlook: Flat is the new up CNN / Paul R. La Monica

Stocks fall for 3rd day as dollar strengthens AP via San Francisco Chronicle / Stephen Bernard and Tim Paradis

Blame game on Hill Forbes / Mark DeCambre

When In Doubt, Blame Bernanke Forbes / Gordon G. Chang

U.S. Two-Year Note Yields Drop to Year Low Amid Refuge Appeal Bloomberg / Cordell Eddings and Anna Rascouet

Housing Recovery in U.S. Set Back to 2010 as Market Wanes Bloomberg / Kathleen M. Howley and John Gittelsohn

Friday’s Analysis / Marty Chenard

Gold slides as dollar rebounds; other metals also lower Marketwatch / Moming Zhou

Muni Bond Yields Slide to Four-Week Low as Sales Outlook Falls Bloomberg / Jeremy R. Cooke

Fed Makes Monitoring Capital Foremost Concern Amid Bubble Talk Bloomberg / Craig Torres and Michael McKee

15-year mortgage rate hits record low Boston Herald / Thomas Grillo

Forecasting revenue is a lot like predicting the weather these days / Stephen C. Fehr

MI: Experts say recession over, recovery will be slow Detroit News / Louis Aguilar, Brian J. O'Connor and Jaclyn Trop

Sears shuns spending money on stores but shells out to buy its own stock Chicago Tribune / Sandra M. Jones

Asian Stocks Fall, Won Drops as Dell, Sony Earnings Disappoint Bloomberg / Weiyi Lim and Shani Raja

Gold timers are particularly bullish right now -- a bad sign Marketwatch / Mark Hulbert

Oil steady at below $78, traders seek fresh cues Reuters via Guardian / Fayen Wong

Pimco Says Yuan, Won Offer Value on Rate Prospects Bloomberg / David Yong

BOJ Keeps Rate at 0.1% as Kan Urges Deflation Fight Bloomberg / Mayumi Otsuma and Toru Fujioka

Thai Exports Fall Least in a Year on Global Recovery Bloomberg / Suttinee Yuvejwattana

Bank of Japan May Signal Rates to Stay Low on Deflation Threat Bloomberg / Toru Fujioka and Masahiro Hidaka


Bernanke's future dims NY Post / Mark DeCambre

CO: Desperate homeowners find mortgage relief elusive Denver Post / Aldo Svaldi

CA: Payrolls across California rise, give whiff of hope Sacramento Bee / Dale Kasler

FL: Temp labor may be bridge to recovery Miami Herald / Scott Andron

Treasury Two-Year Note Yields Drop to Year Low on Risk Reversal Bloomberg / Susanne Walker

Temporary jobs muddle October's better figures AP via Augusta Chronicle

Holidays sales could be another bad rerun Denver Post / Al Lewis

Credit-card rates soar just before shopping season Denver Post / David Migoya

Personal checks becoming currency of holidays past Dallas Morning News / Maria Halkias

Dems snare 60 votes to move ahead on health care AP via Seattle Post Intelligencer / Erica Werner

Obama's approval rating falls below 50% Washington Times / Donald Lambro

U.S. Stocks Fall as Technology Shares Drop, Led by Intel, Dell Bloomberg / Sapna Maheshwari

Oracle Purchase of Sun’s MySQL May Remove Competitor, EU Says Bloomberg / Matthew Newman

Dollar Strengthens as Equities Drop, Short-Term Treasuries Rise Bloomberg / Oliver Biggadike and Ruby Madren-Britton

D.C. unemployment climbs to record high Washington Post / V. Dion Haynes



Rotten job market continues to dull glint of recovery Dallas Morning News / Brendan Case

Cashing in on modern-day gold rush Baltimore Sun / Eileen Ambrose

Spending by Consumers Probably Increased: U.S. Economy Preview Bloomberg / Timothy R. Homan

'Selling of American Economy' argues against protectionism USA Today / Micheline Maynard

Renters not immune to foreclosure crisis Washington Post / Robin Shulman

Chase shrugs off loss of CD investors Seattle Times / Drew DeSilver

Big bankers visit heartland — and try to sound smaller St. Louis Post Dispatch / David Nicklaus

Wall Street buckles in for a bumpy ride CNN / David Goldman

Newspaper circulation may be worse than it looks AP via Seattle Times / Michael Liedtke

America the jobless: Ron Paul wins, Timothy Geithner loses? Christian Science Monitor / Mark Sappenfield

Democrats Seek Unity After Health Vote Wall street Journal / Damian Paletta

Senate to Debate $848 Billion Health-Care Overhaul Bloomberg / Laura Litvan

CO: Retailers doubt holiday shoppers ready to spend again Denver Post / Steve Raabe

Couples delay divorce, wait out recession Washington Times / Gabriella Boston

Golf courses suffer as recession deals a bogey Chicago Tribune / Roger Vincent


Long-Term Bonds and the End of Our World Dollar Collapse via Safehaven / John Rubino

US feels pain of long-term joblessness FT / Sarah O’Connor

Gloomy forecast for U.S. auto sales in 2010 Globe and Mail / Greg Keenan

Microsoft and News Corp. eye web pact Globe and Mail / Matthew Garrahan, Richard Waters and Andrew Edgecliffe-Johnson

Dow Hits New High for the Year / Elizabeth Trotta

Bullion buyers see pot of gold in higher deficits, loose money Marketwatch / Laura Mandaro

Tax revenue down in at least 44 states

Recession to leave permanent scars FT / Chris Giles

Linkages between Monetary and Regulatory Policy: Lessons from the Crisis Federal Reserve Bank of San Francisco / Janet L. Yellen

Chicago Fed National Activity Index – October pdf Federal Reserve Bank of Chicago

Accepted and Rejected Legacy CMBS Federal Reserve Bank of New York

Preventing a Repeat of the Money Market Meltdown of the Early 1930s pdf Federal Reserve Bank of Dallas / John V. Duca

Treasury Sells Two-Year Notes at Record Low Yield Bloomberg / Daniel Kruger

Mexico Credit Rating Cut by Fitch on Oil Output Drop Bloomberg / Catarina Saraiva and Carlos Manuel Rodriguez

Gold hits fresh high as dollar resumes its slide FT / Jamie Chisholm

Be Wary Of The Housing Numbers Forbes / Joshua Zumbrun

HP triples stock buyback plan, profit up 14 percent Reuters / Gabriel Madway

Stocks Gain Around World on Growth Outlook as Dollar, Yen Drop Bloomberg / Michael P. Regan and Stuart Wallace

U.S. Corporate Bond Sales Climb to a Record $1.17 Trillion Bloomberg / Gabrielle Coppola and Nikolaj Gammeltoft

Bills Yielding Zero as Stocks Soar Make 1938 Moment Bloomberg / Liz Capo McCormick and Daniel Kruger

Treasuries Are Little Changed Before $44 Billion Two-Year Sale Bloomberg / Daniel Kruger and Ruby Madren-Britton

Fed rage boils over on Capitol Hill CNN / Jennifer Liberto

U.S. existing home sales seen at highest since July 2007 Reuters / Julie Haviv

Economic survey: Job losses to bottom out in 1Q AP via Denver Post / Emily Fredrix

Economists bullish -- but not about jobs CNN / Chris Isidore

Dow starts with triple-digit surge CNN

Monday’s Analysis / Marty Chenard

Dollar Slump Persisting as Top Analysts See No Bottom Bloomberg / Bo Nielsen

State tax collections in steep drop CNN / Aaron Smith

Wave of Debt Payments Facing U.S. Government NY Times / Edmund L. Andrews

Obama's Economic Policies are Turning Into a Global Disaster Brookes News via Safehaven / Gerard Jackson

A health-care reform bill gets to the floor of the Senate. A rowdy debate will follow Economist

Democrats Show Signs of Disunity as Senate Health Debate Looms Bloomberg / Laura Litvan

Europe Manufacturing, Services Expansion Accelerates Bloomberg / Simone Meier


Minutes of the Federal Open Market Committee November 3-4 2009 Federal Reserve Board

Aware of policy risks, Fed sees firmer growth Reuters / Pedro da Costa and Mark Felsenthal

Fed Officials Said Low Rates May Fuel Speculation Bloomberg / Craig Torres

How low will they go? Marketwatch / Mark Hulbert

A Chinese-owned GM, it could happen CNN / Chris Isidore

Tax Informants Are On The Loose Forbes / Janet Novack and William P. Barrett

No lending, no recovery CNN / Colin Barr

Economy appears to be losing steam Marketwatch / Irwin Kellner

Gold futures tap another fresh high Marketwatch / Myra P. Saefong

Gold lures buyers, sellers Sacramento Bee / Jim Wasserman

Chicago-Area Toll Roads Seek $280 Million Build America Bonds Bloomberg / Jeremy R. Cooke

Consumer Confidence in U.S. Unexpectedly Increased Bloomberg / Bob Willis

U.S. Economy Expanded at a 2.8% Rate in Third Quarter Bloomberg / Timothy R. Homan

Home Prices in 20 U.S. Cities Rise for Fourth Month Bloomberg / Courtney Schlisserman

Tuesday’s Analysis / Marty Chenard

Crude prices fall below $76 per barrel AP via Seattle Times / Dirk Lammers

Bank watch list climbs to 552 CNN / David Ellis

Decline in lending is largest since 1984 Washington Post / Binyamin Appelbaum

Billions in Lehman accounts unfrozen NY Post / Paul Tharp

Hedge Funds May Account for 40% of Bank Capital, Report Says Bloomberg / Saijel Kishan

5 reasons banks don't get it (and a few banks that do) CNN / Ismat Sarah Mangla

Funky math helped BofA close Merrill deal CNN / William D. Cohan

IL: Billions in stimulus cash for Illinois, but jobs harder to quantify Chicago Tribune / James Janega

Obama’s Trumped-Up Job Count Flunks Science Test Bloomberg / Caroline Baum

Obama to reveal Afghan surge numbers FT / Daniel Dombey and James Blitz

Treasuries Little Changed Before GDP, Five-Year Note Auction Bloomberg / Wes Goodman

State Tax Revenue Still Falling Bond Buyer / Audrey Dutton

Bankruptcies on the rise again Pittsburgh Tribune Review / Tim Grant

Home Prices in U.S. Probably Fell at Slowest Pace Since 2007 Bloomberg / Courtney Schlisserman

Poll: Americans conflicted over health overhaul AP via Philadelphia Inquirer / Ricardo Alonso-Zaldivar

Savers squeezed by low bank, CD, money market rates LA Times via Chicago Tribune / Tom Petruno

Goldman's secret moral pathology Marketwatch / Paul B. Farrell

Oil hovers below $78 as traders eye dollar, demand AP via Philadelphia Inquirer / Alex Kennedy

MI: Medical office vacancies plague Metro Detroit Detroit News / Christina Rogers

Price War Brews Between Amazon and Wal-Mart NY Times / Brad Stone and Stephanie Rosenbloom

Asian Stocks Fall on Share-Sale Concerns; Dollar, Yen Advance Bloomberg / Darren Boey and Rocky Swift

World economy grows again but risks remain, warns IMF Independent / Sean O’ Grady

Japan flirts with disaster as debt deepens London Times / Leo Lewis

Pimco’s Gross Increases Government Debt to Most in Five Years Bloomberg / Daniel Kruger

Dollar, Yen May Decline as Signs of Recovery Buoy Risk Trades Bloomberg / Yasuhiko Seki and Ruby Madren-Britton



Afghanistan: Pay for it or charge it? CNN / Jeanne Sahadi

Microsoft opens a new front in its battle with Google Economist

Enthusiasm for stocks has no place in long-term investing Marketwatch / Chuck Jaffe

Low trading volume could spell volatility for U.S. stocks Marketwatch / Kate Gibson

While Pundits Play "Gotcha," the Unemployment Situation Improves Northern Trust via Safehaven / Paul Kasrie

Florida a hotbed for 'underwater' borrowers South Florida Sun Sentinel / Paul Owers

State budgets lean on property sales, leases / Kimberly Leonard

Municipal Derivative Mythology Turns on 500 Swaps Bloomberg / Joe Mysak

U.S. bonds gain ground after auction Reuters / Emily Flitter

Fed under pressure but rate audits unlikely Reuters / Mark Felsenthal and Kevin Drawbaugh

Dow hits new '09 high ahead of holiday CNN / Alexandra Twin

Volatility index hits lowest level since Aug 2008 Reuters / Doris Frankel

Fending off empty holiday shelves CNN / Catherine Clifford

Bankruptcies spike 33% CNN / Hibah Yousuf

Consumer, labor data buoy optimism on recovery Reuters / Lucia Mutikani

Option ARMs: Housing recovery killer? CNN / Les Christie

Thanksgiving Story Resonates in Post-Crisis Age Bloomberg / Caroline Baum

Connecticut to Sue Rating Firms for ‘Reckless’ Work Bloomberg / Deirdre Bolton and Caroline Salas

Consumer Spending in U.S. Rises More Than Forecast Bloomberg / Timothy R. Homan

Orders for Durable Goods in U.S. Unexpectedly Fall Bloomberg / Courtney Schlisserman

Weekly jobless claims drop below 500,000 AP via Houston Chronicle / Martin Crutsinger

Sales of New Houses in U.S. Climb to Highest Level Since 2008 Bloomberg / Shobhana Chandra

Wednesday’s Analysis / Marty Chenard

Crude oil stockpiles climb by 1 million barrels AP via Seattle Times / Deborah Levine

Gold Rises to Record on Dollar Drop, Report India May Buy More Bloomberg / Nicholas Larkin and Glenys Sim

Yes You Can! Forbes / Jim Kessler

Catch a high-flying fund - up 56% CNN / Mina Kimes

Treasuries Little Changed Before Record Seven-Year Note Auction Bloomberg / Theresa Barraclough

Fed Officials Watch Asset Prices for Signs of ‘Excessive Risk’ Bloomberg / Craig Torres

U.S. Consumer Spending, Incomes Probably Improved in October Bloomberg / Timothy R. Homan

Robert Prechter on Monday moved to 200% short Marketwatch / Mark Hulbert

Oil below $76 on revised US GDP data, stocks build Reuters via Guardian / Jennifer Tan

Dollar at 7-wk low on yen, Aussie pushes higher Reuters via Guardian / Charlotte Cooper

Aussie, Ringgit Strengthen, Auto Stocks Gain; Japan Banks Fall Bloomberg / Darren Boey and Saeromi Shin

Japan Exports Fall Least in a Year on Global Stimulus Bloomberg / Keiko Ujikane and Kyoko Shimodoi

Battellino Says Australian Economic ‘Upswing’ to Last Years Bloomberg / Jacob Greber and Rebecca Keenan


A developing bull market Economist

Is GE Having a Yard Sale? Forbes / Daniel Fisher

Companies tapping bond market's low rates Philadelphia Inquirer / Harold Brubaker

Dubai defends move after confusion FT / Simeon Kerr, James Drummond and Jamie Chisholm

Fattened up Economist

PA: With budgets looming, counties seek to close gaps Philadelphia Inquirer / Derrick Nunnally, Tom Infield and Mari A. Schaefer

TX: Economy has office parties trimming or tossing events Houston Chronicle / Jennifer Latson

Drop in jobless provides a lift for stocks AP via Washington Times / Tim Paradis and Ieva M. Augstums

Japanese Prime Minister warns of double-dip slump London Times / Leo Lewis

Bernanke Goes From Helicopter Ben to Beijing Ben Bloomberg / William Pesek

Someday, they'll learn life isn't a spiffy game Pittsburgh Tribune Review / Jack Markowitz

Gold Sets Third Record on Sri Lanka Purchase, Dollar’s Decline Bloomberg / Gavin Evans and Kim Kyoungwha

Oil above $77 on weak dollar, lower inventory build Reuters via Guardian / Jennifer Tan

Dollar Falls to 14-Year Low, Asia Bank Stocks Fall; Metals Rise Bloomberg / Weiyi Lim and Masaki Kondo

Dollar Trades at Almost 14-Year Low Against Yen on Fed View Bloomberg / Oliver Biggadike and Ruby Madren-Britton


UK: Recession 'worse than estimated' BBC News

"Dubai model" was the vision of one man Reuters / Andrew Hammond

Bracing for another market crash CNN / Walter Updegrave

Contrarians give thanks Marketwatch / Mark Hulbert

Hiding behind gold's flashy moves, oil's the true performer Marketwatch / Myra P. Saefong

U.S. is using less imported oil Kansas City Star / Steve Everly

NYC's Bloomberg spent $102M on re-election campaign, a US record for self-financed bid AP via Baltimore Sun / Colleen Long

Obama, Congress crafting jobs bill Baltimore Sun / Peter Nicholas

Bank Stocks' Recent Woes Could Be Contagious / Donald Luskin

Pimco: Dubai triggers "overdue correction" Reuters / Jennifer Ablan

Friday’s Analysis / Marty Chenard

TX: Condos look to leasing to fill units during sales slump Dallas Morning News / Steve Brown

Black Friday draws strong traffic, less frenzy Reuters / Martinne Geller and Phil Wahba

Shoppers Seek ‘Elusive Game’ at U.S. Best Buy, Target Bloomberg / Chris Burritt and Cotten Timberlake

Best Buy combats doorbuster scalpers CNN / Julianne Pepitone

European Confidence Improves to Highest in 14 Months Bloomberg / Simone Meier

Treasuries Rise Most in Two Weeks on Dubai’s Debt Payment Delay

Bloomberg / Theresa Barraclough

Health, climate bills seen to stifle hiring Washington Times / Patrice Hill

U.S. Bank Examiners Faulted for Oversight at Failed Lenders Bloomberg / Alison Vekshin

In real estate boom, one mother took a chance on the American dream -- and lost big Washington Post / Donna St. George

Vegas on losing end of rough economy Philadelphia Inquirer / Suzette Parmley

Oil Drops to Six-Week Low as Dollar Gains on Dubai World Debt Bloomberg / Ben Sharples

Gold prices drop from $1,195 high on Globex Marketwatch / Myra P. Saefong

Gold for Immediate Delivery Slumps 0.6% as Dollar Damps Demand Bloomberg / Kim Kyoungwha

Yen Advances to 14-Year High on Risk Aversion, Stock Declines Bloomberg / Yasuhiko Seki

Asian stocks tumble amid Dubai fears, dollar slump AP via Palm Beach Post / Jeremiah Marquez

Japan’s Unemployment Rate Unexpectedly Falls to 5.1% Bloomberg / Aki Ito

Japan Prices Fall 2.2%, Reinforcing Deflation Concern Bloomberg / Mayumi Otsuma



If Palin’s book is so bad, then why is it a best-seller? Las Vegas Sun / Jane Ham

Dubai debt woes ripple through global markets Chicago Tribune / Martin Zimmerman and Meris Lutz

Bernanke Says Limiting Fed Independence Would ‘Impair’ Economy Bloomberg / Craig Torres

Ben: Fed audit hurts economy Reuters via NY Post

Bernanke: Don't tamper with the Fed CNN

Two-Year Treasuries Extend Rally on View Fed Rates Stay on Hold Bloomberg / Daniel Kruger and Susanne Walker

Early holiday shopping has merchants optimistic CNN / Parija B. Kavilanz

Hotel owners, like home owners, behind on payments Seattle Times / Travis Reed

Dollar Drops to 14-Year Low Against Yen on Fed Rate Outlook Bloomberg / Liz Capo McCormick and Oliver Biggadike

Crude prices fall on Dubai debt jitters AP via Augusta Journal / Deborah Jian Lee

Neighbor's Wi-Fi signal not for free use McClatchy via Chicago Tribune / Craig Crossman


Hi ho silver, up and away NY Post / James Altucher

Senator opposes Fed chief Bernanke renomination Reuters / Kevin Drawbaugh

Economy still too weak to create jobs Marketwatch / Rex Nutting

Black Friday Sales Rise 0.5% as Crowds Shop for TVs, Computers Bloomberg / Cotten Timberlake and Chris Burritt

Businesses, have cash, but reluctant to spend USA Today / Paul Davidson

Lessons from ‘80s don’t bode well for economy AP via MSNBC

Job Losses, Manufacturing Probably Eased: U.S. Economy Preview Bloomberg / Timothy R. Homan

Hedge-fund flavors in an ETF wrapper Marketwatch / John Spence

WA: Some Washington banks are recovering, others see their options narrowing Seattle Times / Drew DeSilver

Seven mistakes fund investors make the most Marketwatch / Chuck Jaffe

Many small businesses not on board with health care bill Dallas Morning News / Dave Michaels

Stocks face Dubai, jobs and Ben's Act II Reuters via Yahoo

Macs are Amazon's 'Most Wished For' CNN / Philip Elmer-DeWitt

UAE central bank moves to head off run on banks in Dubai London Times

Upfront money needed to ease UN climate deal AP via Houston Chronicle / Charles J. Hanley

It may be two minutes to midnight at the oasis NY Post / Terry Keenan


Wealthy Investors Plan to Buy More Real Estate, Barclays Says Bloomberg / Peter Woodifield

Small business lending Federal Reserve Board / Jon D. Greenlee

U.S. job cuts slowed in November, jobless rate seen steady Reuters / Lucia Mutikani

Shopping's up, spending's down Washington Post / Ylan Q. Mui

Cyber Monday Sales Rise 16% in U.S., Coremetrics Says Bloomberg / Joseph Galante

Obama's Second Take On Job Creation Forbes / Joshua Zumbrun

Cutting jobless will take time: Summers Reuters / Alister Bull

Summit Like It's 1937 FOX News / Mark Lieberman

Unconstitutional Spending Forbes / John Tamny

Gold rises as dollar falls, closes up 13% in November Marketwatch / Moming Zhou

Cruise ships are becoming ridiculously large Economist

NV: Binion’s to close all 365 rooms, lay off 100 workers Las Vegas Sun / Tim Richardson and Sam Skolnik

In-Geithner-We-Trust Bond Market Gets Lowest Yield Bloomberg / Susanne Walker

Massachusetts Leads Munis as Market Rebounds From Sell-Off Bloomberg / Michael McDonald

Treasuries Decline as U.A.E. Pledges to Support Dubai Lenders Bloomberg / Cordell Eddings and Matthew Brown

New face: that's Tim, Tim 'Bonds' NY Post / James Covert

Bring On Fed Transparency Forbes / Michael Maiello

Fed's withdrawal from housing threatens growth Washington Times / Patrice Hill

Holiday shopping season off to mildly encouraging start; stores now focus on keeping momentum AP via Chicago Tribune / Anne D’Innocenzio

Holiday Sales to Drop 1% in U.S. as Forecasters See `Discipline' Bloomberg / Lauren Coleman-Lochner

Price of '12 Days of Christmas' items would exceed $87,000; up a mere $794 over 2008's costs AP via Chicago Tribune / Dan Nephin

Monday’s Analysis / Marty Chenard

Stock futures modestly higher ahead of opening AP via Seattle Post Intelligencer / Stephen Bernard

Congress' next trick: Pull jobs out of a hat CNN / Jeanne Sahadi

'Jobs summit' on tap at White House

Leaders from Google, Others to Attend White House Summit Reuters via FOX

Gold run a reason to be wary of the stock market Marketwatch / Brett Arends

Oil rises to near $77 as Dubai debt fears ease AP via MSNBC

Dollar retreats as Dubai worries fade Marketwatch / William L. Watts

Eurozone inflation rate up at 0.6 percent in Nov AP via Denver Post / Pan Pylas

India's economy continues to grow BBC News