Bondhead News Archive

January 01 – January 15

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New year, old worries for U.S. stocks Reuters / Edward Krudy

Ron Paul's ideas no longer fringe LA Times / Don Lee

U.S. stocks may struggle in 2010 as stimulus money ebbs Marketwatch / Alistair Barr

Give the '00s a goose egg Detroit Free Press / Susan Tompor

Tumultuous economy enters new decade AP via Washington Times / Adam Geller

Colorado's minimum wage going down 3 cents in 2010, first drop in the nation since 1938 AP via Chicago Tribune / Kristen Wyatt

Las Vegas firms learning from recession Las Vegas Sun / Brian Wargo

Despite ghastly start, stocks finish 2009 with strong gains Washington Post / Tomoeh Murakami Tse

Russia doubles the minimum price for vodka AP via Houston Chronicle

U.S. Treasuries Post Worst Performance Among Sovereign Markets Bloomberg / Daniel Kruger

Record 20.7 million got unemployment benefits in 2009 AP via Pittsburgh Tribune Review

For stocks, an end to a 'lost decade' LA Times via Chicago Tribune / Tom Petruno

U.S. Stocks Drop as Crisis Causes S&P 500’s First Decade Loss Bloomberg / Nikolaj Gammeltoft

The cost of good health Economist

Dollar’s First Monthly Gain Since June Trims 2009 Loss to 4.2% Bloomberg / Ye Xie and Ben Levisohn

China Manufacturing Growth Increases to 20-Month High Bloomberg

South Korea Exports Rise at Fastest Pace in 17 Months Bloomberg / Shinhye Kang and Seyoon Kim


Year-end statements will please many investors AP via Houston Chronicle / Tim Paradis

Treasury yields likely to rise with recovery McClatchy via Chicago Tribune / Deborah Levine

California faces more budget pain, cuts in 2010 AP via San Francisco Chronicle / Judy Lin

Stocks: Good year, bad decade Reuters / Alexandra Twin

Poster child for recession shows signs of recovery AP via San Francisco Chronicle / Charles Wilson

Aughts were a lost decade for U.S. economy, workers Washington Post / Neil Irwin

For Savers, It Was Hardly a Lost Decade NY Times / Ron Lieber

Suddenly, homes aren't viable ATMs AP via Pittsburgh Tribune Review

U.S. Loan Effort Is Seen as Adding to Housing Woes NY Times / Peter S. Goodman

HI: In Hawaii, it's far from an economic paradise LA Times / Alana Semuels

Asia Stocks Rise Second Week for Biggest Annual Gain Since 1993 Bloomberg / Shani Raja and Kana Nishizawa

For Some in Japan, Home Is a Tiny Plastic Bunk NY Times / Hiroko Tabuchi


Gold: Is a Minor Rebound Due? ETF Trading via Safehaven / Donald Pendergast

Monetary Policy and the Housing Bubble Federal Reserve Board / Ben S. Bernanke

Monetary Policy in the Crisis: Past, Present, and Future Federal Reserve Board / Donald L. Kohn

Bernanke Says Low Rates Didn’t Cause Housing Bubble Bloomberg / Scott Lanman

Fed’s Kohn Says Constrained Credit May Curb Spending Bloomberg / Craig Torres

Fed officials defend policies, see slow recovery Reuters / Mark Felsenthal and Pedro da Costa

Bernanke: Regulation can hold back market excesses AP via USA Today

Stimulate American business; stunt imports Pittsburgh Post Gazette / Jack Markowitz

Can America Produce Genuine Long-Term Growth? Safehaven / Michael Rozeff

Job Losses Probably Eased in December: U.S. Economy Preview Bloomberg / Courtney Schlisserman

Consumers suffered, but made significant gains in 2009 Allentown Morning Call

Builders step in to take over where others failed Chicago Tribune / Mary Ellen Podmolik

Bad news ahead for mutual fund investors Marketwatch / Chuck Jaffe

More spending is certain, more jobs are not in Democrats' new jobs bills AP via Baltimore Sun / Jim Abrams

Tax showdown ahead on health reform CNN / Jeanne Sahadi

State budget pictures bleak as lawmakers head back AP via Seattle Times / Shannon McCaffrey

Real Estate in Cape Coral, Fla., Is Far From a Recovery NY Times / Peter S. Goodman

Later Payments Are Jamming the Economy’s Gears NY Times / Phyllis Korkki

What the Past Can’t Tell Investors Marketwatch via NY Times / Mark Hulbert

2000s show we should often expect unexpected Chicago Tribune / Phil Rosenthal



The Economic Outlook Federal Reserve Board / Elizabeth A. Duke

Why some economists think the U.S. recession isn't over Globe and Mail / Michael Babad

Toil and trouble: Job satisfaction hits record low AP via Seattle Times / Jeannine Aversa

Oil ends at highest level in 14 months CNN / Hibah Yousuf and Blake Ellis

Bear's warning: Federal debt is cause for alarm Dallas Morning News / Will Deener

Dallas-Fort Worth apartment vacancies at highest level in 20 years Dallas Morning News / steve Brown

Bankruptcies jump 32% to 1.4 million in 2009 USA Today / Mike Baker

Keynesianism Delivers a Decade of Zero Texas Straight Talk via Safehaven / Ron Paul

House, Senate Leaders Say Health-Care Public Option Likely Dead Bloomberg / Kristin Jensen and Terrence Dopp

IRS To Regulate Tax Preparers Forbes / Janet Novack

Krugman Sees 30-40% Chance of U.S. Recession in 2010 Bloomberg / Steve Matthews

Stocks start 2010 with big gains as Dow jumps 1.5% USA Today / Adam Shell

Wall Street rallies on recovery bets as 2010 starts Reuters / Edward Krudy

Dollar falls as risk appetite rises Reuters / Wanfeng Zhou

The world’s tallest building opens in Dubai Economist

Pimco Cuts U.S., U.K. Bonds as Borrowing Increases Bloomberg / Wes Goodman

Volume Cranked It Up in 2009 Bond Buyer / Dan Seymour

Governments Facing Slower Recovery and Lower Ratings Bond Buyer / Patrick Temple-West

Treasury Two-Year Notes Gain for the First Time in Two Weeks Bloomberg / Susanne Walker and Cordell Eddings

Manufacturing in U.S. Expanded More Than Forecast Bloomberg / Bob Willis

Construction spending falls for seventh straight month as housing, commercial activity weaken AP via Minneapolis Star Tribune / Martin Crutsinger

Monday’s Analysis / Marty Chenard

Retail stocks start 2010 on a positive note Marketwatch / Andria Chang

Obama's Ill-Advised Small-Business Tax Cuts Forbes / John Tamny

Reducing U.S. debt: Ideas from the Hall of Lame CNN / Jeanne Sahadi

Gold tops $1,120 on weaker dollar Marketwatch / Moming Zhou and Myra P. Saefong

Oil Pushes Back Above $81 a Barrel AP via NY Times


Bonds Set For Another Bull Year Forbes / Matthew Craft

Contracts down: Is housing headed for double-dip? AP via Denver Post / Alan Zibel

Silicon Valley ‘Bloodbath’ Leaves Buildings Empty Bloomberg / Dan Levy

Why the government's job figures won't add up NY Post / John Crudele

Obama On Small Business: A Year Later Forbes / Robert Bovarnick

Stocks struggle after rally CNN / Alexandra Twin

Google to sell Nexus One, a 'super' mobile phone AP via Denver Post / Michael Liedtke

GE Capital Leads Second-Biggest Day of Debt Issuance Bloomberg / John Detrixhe and Sapna Maheshwari

Investors sue Credit Suisse for $24B NY Post / Kaja Whitehouse

BofA chief: We'll get it right Charlotte Observer / Christina Rexrode

Fla. farmers scramble to save crops from cold AP via San Diego Union Tribune / Jeffrey Collins

MI: Lansing-area jobless rate climbs to 11.3% Lansing State Journal / Melissa Domsic

Looking in the shadows Economist

Taylor Disputes Bernanke on Bubble, Says Low Rates Played Role Bloomberg / Steve Matthews

Ford: U.S. car, truck sales up 32.8% in December Detroit Free Press / Brent Snavely

Auto Industry Stabilizes as Ford, Toyota Post U.S. Sales Gains Bloomberg / Jeff Green and Mike Ramsey

Democrats begin work to finalize health bill AP via Philadelphia Inquirer / Erica Werner

Five reasons to be bullish or bearish on markets Globe and Mail / Allan Robinson

Dollar Slides Against Yen, Treasuries Rise on Housing Report Bloomberg / Michael P. Regan

Markets Ahead of Reality on Fed Boost, Pimco Says Bloomberg / Erik Schatzker and Cordell Eddings

Treasurys rise after slump in pending home sales Marketwatch / Nick Godt

Bernanke Absolves Greenspan--And Himself Forbes / Brian S. Wesbury and Robert Stein

Tuesday’s Analysis / Marty Chenard

Clock ticking on tax cuts St. Louis Post Dispatch / David Nicklaus

Oil rises towards $82, cold weather supports Reuters

Pending Sales of U.S. Existing Homes Dropped 16% Bloomberg / Bob Willis

Severe unemployment worsens in cities CNN / Hibah Yousuf

Factory Orders in U.S. Increase More Than Forecast Bloomberg / Courtney Schlisserman and Bob Willis

Americans' satisfaction with jobs hits lowest level recorded AP via Pittsburgh Tribune Review

California must first help itself San Francisco Chronicle / Andrew S. Ross

Treasuries Advance on Speculation Pending Home Sales Declined Bloomberg / Wes Goodman

The end of 2009's ultra-low interest rates is coming Marketwatch / Irwin Kellner

Growing families caught in cramped quarters Marketwatch / Ruth Mantell

Pending Sales of U.S. Existing Homes Probably Fell in November Bloomberg / Bob Willis

Asia Bond Risk Drops to May 2008 Low on U.S. Economic Optimism Bloomberg / Shelley Smith and Katrina Nicholas

Strength on the first trading day of the year not always bullish Marketwatch / Mark Hulbert

Oil rises to near $82 on stocks, cold weather AP via Palm Beach Post / Alex Kennedy

Tourism falls in New York City, but it becomes favorite U.S. destination AP via Washington Post

UK: Economists see recession drawing to a close in UK London Times / Dan Sabbagh


Burgernomics shows the Chinese yuan is still undervalued Economist

Minutes of the Federal Open Market Committee Federal Reserve Board

FOMC Discussed Expanding Purchases If Economy Weakens Bloomberg / Scott Lanman

Some Fed officials conflicted on mortgage program AP via Houston Chronicle

Level 3 buying back $550 million in notes Denver Post

Treasurers Embrace Pay-in-Kind Bonds as Ghost of Lehman Fading Bloomberg / Bryan Keogh and Shannon D. Harrington

Gold inches down a day after topping $1,140/oz Reuters / Risa Maeda

Oil below $83 after 10-day rise on US stock build Reuters / Jennifer Tan

U.S. Economy: Services Expand Less Than Forecast Bloomberg / Courtney Schlisserman

Peter Schiff for President Safehaven / J.D. Rosendahl

Numbers add credence to optimism Detroit Free Press / Tom Walsh

Netbooks cover middle ground between smart phones, laptops Chicago /Tibune / Wailin Wong

Dow and S&P edge up, Nasdaq off on data, Fed minutes Reuters / Edward Krudy

Governors' speeches kick off new sessions

Let’s Get Fisical Pimco / Bill Gross

What used to be a crime is now just banking Denver Post / Al Lewis

Walgreen posts surprise drop in same-store sales Reuters / Jessica Wohl

Wednesday’s Analysis / Marty Chenard

ADP Says U.S. Companies Cut Estimated 84,000 Jobs Bloomberg / Bob Willis

America's Workforce Blues Forbes / Robyn Meredith

Private sector job losses slow in December Reuters / Chris Reese

Bond Auctions Survive Credit Freeze, Bankers’ Hex Bloomberg / Joe Mysak

U.S. Two-Year Treasury Futures to Rally: Technical Analysis Bloomberg / Wes Goodman

Don't fight the Fed Marketwatch / Mark Hulbert

Treasuries Drop as Services May Improve; Gross Voices ‘Doubts’ Bloomberg / Wes Goodman

Small Business: Owners are making New Year's resolutions AP via Pittsburgh Post Gazette / Joyce M. Rosenberg

Oil under $82, snaps 9-day rise on US stock build Reuters via Guardian / Jennifer Tan

Grim Obama says terror attack 'dots' not connected AP via Palm Beach Post / Ben Feller

Sen. Christopher Dodd to retire: report Marketwatch / Michael Kitchen

Buffett Reins In Kraft, Recalling Coke’s Retreat on Quaker Oats Bloomberg / Andrew Frye

Asian Stocks Rise, Copper Climbs; Region’s Bond Risk Declines Bloomberg / Patrick Chu and Masaki Kondo



Gallup: America the 'conservative'? Christian Science Monitor / Linda Feldmann

Tea Party movement plans auto show protest Detroit Free Press / Justin Hyde

Britain's bonds are selling like hot cakes Independent / David Prosser

It's Not Our Fault Euro Pacific via Safehaven / Peter Schiff

Fed officials see inflation risks Reuters / Kristina Cooke

Fed's Bullard: U.S. jobless rate to start falling Reuters / Jason Subler

All Eyes On U.S. Jobs Figure Forbes / Steve Schaefer

The AIG fiasco keeps getting worse CNN / Colin Barr

House May Tax Payrolls, Drop Wealth Levy to Finance Health Plan Bloomberg / James Rowley and Ryan Donmoyer

Uh-oh: The return of $3 gas CNN / Paul R. La Monica

U.S. Breakeven Rate Reaches 18-Month High on Growth, Inflation Bloomberg / Susanne Walker

U.S. Corporate Credit Risk Index Falls, Holding at Two-Year Low Bloomberg / Shannon D. Harrington

Hoenig Says Fed Should Eventually Lift Main Rate to 3.5%-4.5% Bloomberg / Steve Matthews

The 2010 Outlook and the Path Back to Stability pdf Federal Reserve Bank of Kansas City / Thomas M. Hoenig

Jobless Numbers May Signal Next Risk: Inflation Forbes / Daniel Fisher

7 million lost jobs: Gone forever? CNN

Job market shows signs of healing Reuters / Lucia Mutikani

Job Growth Erodes as Housing Bust Pushes Mobility to Record Low Bloomberg / Steve Matthews, Mike Dorning and Daniel Taub

Unemployment claims edge higher CNN / Hibah Yousuf

FL: Fannie Mae says program will make Florida condo loans easier to get South Florida Sun Sentinel / Paul Owers

Rates on 30-year mortgages drop to 5.09 percent in first decline since December AP via Chicago Tribune / alan Zibel

Sears Rises as Earnings Forecast Beats Estimates on Kmart Bloomberg / Lauren Coleman-Lochner

Boeing Expects 2012 Order Revival After Last Year’s 37-Year Low Bloomberg / Susanna Ray

Business loans big risk ahead for banks Bloomberg via Pittsburgh Tribune Review

‘Worthless’ AIG Shares Belie Company’s Books Bloomberg / Jonathan Weil

Crude futures prices leap as the chill builds AP via Houston Chronicle / Mark Williams

Senate Democrats’ Departures Fuel ‘Vicious’ Election-Year Cycle Bloomberg / Heidi Przybyla

Il: Census shows Illinois losing less of its population Chicago Tribune / Greg Burns

Cautious Canada Forbes / Nouriel Roubini and Rachel Ziemba

Jobless Claims in U.S. Increased Less Than Forecast Bloomberg / Courtney Schlisserman

Taxpayer advocate to IRS: Don't lien too heavily CNN / Jeanne Sahadi

Thursday’s Analysis / Marty Chenard

Fear of the dragon Economist

State Tax Revenue in U.S. Drops Most Since 1963, Study Says Bloomberg / Brian K. Sullivan

FOMC Debates Asset Purchases, Inflation as Economy Strengthens Bloomberg / Scott Lanman

Closed-End Funds Avoid Customary Year-End Sell-Off Bond Buyer / Dan Seymour

Treasury 10-Year Premium Over 2-Year Rate Rises to Most in Week Bloomberg / Wes Goodman

U.S. Debt Scolds Can’t Be Ignored Much Longer Bloomberg / Alice M. Rivlin

Dollar Near 3-Week Low on Global Growth; Australia Dollar Gains Bloomberg / Yasuhiko Seki and Ron Harui

Health-care reform bill's proposed tax on high-cost plans raises questions Washington Post / Alec MacGillis

Grassley seeks accounting of 'Cash for Clunkers' costs Washington Post / Ed O'Keefe

The last shall be first Marketwatch / Mark Hulbert

Decade's worst performing stocks: Worst to first? USA Today / Matt Krantz

Annual tech gadget frenzy begins Marketwatch / David Callaway

Asian Stocks, Aussie Rise After Metals Gain; Bond Risk Declines Bloomberg / Patrick Chu and Masaki Kondo

Nations in the red threaten stability Washington Times / Patrice Hill

Australian Retail Sales Rise 1.4%; Currency Gains Bloomberg / Jacob Greber


85,000 more jobs cut: It's a bad omen for year ahead AP via Seattle Times / Jeannine Aversa and Christopher Rugaber

Obama refocuses on jobs after weak labor report AP via Seattle Times / Tom Raum

The Economic Outlook, January 2010 Federal Reserve Bank of Richmond / Jeffrey Lacker

Prospects for Employment: Evidence from Prior Recoveries Federal Reserve Bank of Boston / Eric. S. Rosengren

Fed's Rosengren: Labor market recovery to be slow Marketwatch / Greg Robb

Less Of The Riskiest Junk Forbes

Where Exit Should Be an Oxymoron: The Bank of Japan Pimco / Paul McCulley

Treasury 2-Year Notes Gain Most in Three Weeks on Job Losses Bloomberg / Susanne Walker

Pimco’s Gross Says Economy Too Fragile for Fed Exit Bloomberg / Kathleen Hays and Cordell Eddings

Voting away your debts Economist

Five bubbles set to burst in 2010 The Street via Globe and Mail

Consumer Credit in U.S. Drops Record $17.5 Billion in November Bloomberg / Vincent Del Giudice

Consumer borrowing falls sharply in November AP via USA Today / Martin Crutsinger

Oil-product imports may grow as U.S. refinery market suffers Marketwatch / Myra P. Saefong

Crude edges higher to end week AP via Houston Chronicle

Main Street to Wall Street: We don't buy the rally AP via Yahoo / Bernard Condon

UPS to shed 1,800 jobs CNN / Hibah Yousuf

Wall St hits new highs on recovery hopes Reuters / Edward Krudy

How Deficit Hawks Could Derail The Recovery Forbes / Bruce Bartlett

Chicken run Economist

Obama unveils $2.3 billion for clean energy jobs CNN / Julianne Pepitone

Bubble warning Economist

Treasuries Gain as Economy Unexpectedly Loses Jobs in December Bloomberg / Susanne Walker

Corporate Credit Risk Indexes Rise as U.S. Payrolls Decrease Bloomberg / Shannon D. Harrington

Tim's troubles NY Post / Mark DeCambre and Paul Tharp

Friday’s Analysis / Marty Chenard

Seeing Through The Unemployment Fog Forbes / Dan Fisher and Brian Wingfield

U.S. unemployment rate holds at 10%, despite job losses LA Times via Chicago Tribune / Don Lee

Employers unexpectedly cut jobs in December Reuters / Lucia Mutikani

Job growth returns -- then fades CNN

U.S. nonfarm payrolls unexpectedly fell in Dec Reuters

When a Saccharine Economy Turns Sour Lew Rockwell / David Calderwood

Soaring rate of bankruptcies expected to continue in 2010 Washington Times / David M. Dickson

Treasuries Fall as Traders Bet on Inflation Before Jobs Report Bloomberg / Wes Goodman

Foreclosure glut deflates even 'cream puff' sales Marketwatch / Lew Sichelman

2009 top performer sees V-shaped recovery, housing shortage Marketwatch / Peter Brimelow

U.S. Warns Banks to Guard Against Increases in Interest Rates Bloomberg / Scott Lanman and Craig Torres

Officials hope to dodge pay backlash / Daniel C. Vock

House May Tax Payrolls, Drop Wealth Levy to Finance Health Plan Bloomberg / James Rowley and Ryan Donmoyer

Oil extends losses towards $82, eyes US jobs data Reuters via Guardian / Jennifer Tan

Talk of a gas crisis is just hot air Independent / David Prosser

Yen Rises From 4-Month Low; Hatoyama Says Rapid Moves Not Good Bloomberg / Yasuhiko Seki and Ron Harui

Contrarian Investor Sees Economic Crash in China NY Times / David Barboza

Asian Stocks Gain on U.S. Retail Sales, Weaker Japanese Yen Bloomberg / Masaki Kondo and Kana Nishizawa

Japan: Even $4.9 Trillion Doesn’t Ensure Respect Today Bloomberg / William Pesek


This crowd's wisdom: Dow 11,676 Seattle Times / Rami Grunbaum

LiveNation, Ticketmaster closer to merging AP via Washington Post

Fed's Rosengren sees mortgage rate rise in spring Reuters / Kristina Cooke

U.S. 2-Year Notes Rise Most in Five Months as Jobs Decline Bloomberg / Cordell Eddings

Shrinking U.S. Labor Force Keeps Unemployment Rate From Rising Bloomberg / Bob Willis and Courtney Schlisserman

U.S. job loss report is blow to still-fragile recovery Washington Post / Neil Irwin, Annie Gowen and Ben Pershing

For the unemployed, new job often means a pay cut AP via Seattle Post Intelligencer / Christopher Leonard

A novel lawsuit against Credit Suisse Denver Post / Al Lewis

Is the Stock Market Rigged? Clif Droke Market Analysis via Safehaven / Clif Droke

The comeback quarter Marketwatch / Laura Mandaro

U.S. Stocks Rise Most in Two Months as Factory Orders Increase Bloomberg / Nikolaj Gammeltoft

Obama reiterates pitch for health care plan Marketwatch / David B. Wilkerson

Venezuela will slash value of currency, the Bolivar BBC News



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

Gold rises to 5-week high on China data Reuters

UK: City confident UK will avoid ratings downgrade London Times / David Smith

Forecast calls for higher mortgage rates Detroit Free Press / Susan Tompor

Retail Sales, Production Probably Climbed: U.S. Economy Preview Bloomberg / Bob Willis

Slow recovery on track, key reports should show Marketwatch / Rex Nutting

U.S. inflation holds steady, but food prices keep rising McClatchy via Sacramento Bee / Kevin G. Hall Kevin G. Hall

Good times: Policy or luck? St. Louis Post Dispatch / David Nicklaus

Could you get by making 40% less? Allentown Morning Call via Charlotte Observer / Gregory Karp

Look, Ma, nearly no yield LA Times / Tom Petruno

Are investors too optimistic? USA Today / Adam Shell

Stocks rally into earnings season CNN / Alexandra Twin

Bull market grows up AP via Seattle Times / Shaila Dani

Soaring deficit starts to frighten American’s voters London Times / Irwin Stelzer

Time for Tim to go! NY Post / Mark DeCambre, Paul Tharp and John Aidan Byrne

Obama Adviser Romer Says U.S. May Soon Add Jobs Bloomberg / Cary O’Reilly

For Obama, a tough year to get the message out Washington Post / Dan Balz

Treasury secretary could learn from Teamster Hoffa NY Post / Terry Keenan

Republicans call on Senator Reid to quit post Reuters / Will Dunham

UK: Tax at 50% is a good way to kill the golden goose London Times / David Smith

Why All Earnings Are Not Equal NY Times / Gretchen Morgenson


A Bond Breakdown / Elizabeth O'Brien

Fed to post about $45B in 2009 profits AP via Palm Beach Post

Gasoline prices zip toward $3 mark AP via Charlotte Observer / Mark Williams

New and expanded tax breaks help taxpayers who helped the economy Detroit News / Brian J. O'Connor

When Politicians Assault Prices / Jonathan Hoenig

Why the Fed Likes Independence Texas Straight Talk via Safehaven / Ron Paul

Global Household Leverage, House Prices, and Consumption Federal Reserve Bank of San Francisco / Reuven Glick, and Kevin J. Lansing

The Economy in 2010 and Preserving the Role of an Independent Fed Federal Reserve Bank of Atlanta / Dennis P. Lockhart

Bonds can cut volatility while generating income Dallas Morning News / Pamela Yip

The Smart Money Is Conflicted Forbes / Peter C. Beller

Gold hits 5-week high on dollar drop, China data Reuters / Frank Tang and Jan Harvey

Dollar No Match for Aussie, Loonie Approaching Parity Bloomberg / Oliver Biggadike and Candice Zachariahs

The Great Bear Of Texas Forbes / Michael Maiello

White House changes how stimulus jobs are counted CNN / Tami Luhby,

Sarah Palin joins Fox as a contributor Reuters

Stocks end mostly higher as industrials gain AP via Seattle Times / Stephen Bernard and Tim Paradis

Monday’s Analysis / Marty Chenard

Sarah Palin and Fox News: a match made in heaven Christian Science Monitor / Mark Greenbaum

Obama Said to Consider Fee on Banks to Trim Deficit Bloomberg / Julianna Goldman

Hollywood and its audience look to the internet Economist

Canadian companies more confident of recovery Globe and Mail / Jeremy Torobin and Richard Blackwell

Mexicans evading taxes undermine Calderón's bid to wean nation off oil Bloomberg via Seattle Times / Thomas Black and Jens Erik Gould

Treasurys edge up for second day ahead of TIPS auction Marketwatch / Deborah Levine

Fed unlikely to be swayed by jobs data: Bullard Reuters / Jason Subler

Stocks churn at start of big week CNN

MN: Banks at risk in Minnesota from commercial real estate crisis Minneapolis Star Tribune / Chris Seers

China unseats Germany as top exporter AP via Washington Times / Joe McDonald

Fed's Bullard: Rates may stay low for 'quite some time' Marketwatch / Myra P. Saefong

Bernanke Bond Spread Most Since 2007 Shows Decoupling Bloomberg / Daniel Kruger and Anchalee Worrachate

Federal Reserve Seeks to Block Release of U.S. Bailout Secrets Bloomberg / David Glovin

Pimco Says BOJ May Sell Yen, Buy Debt to Spur Economy Bloomberg / Wes Goodman

Treasuries Decline as Stock Gains Cut Demand for Safest Assets Bloomberg / Wes Goodman

Fragile recovery hangs on a resurgence of jobs Washington Post / Patrice Hill

Stocks Analysts Hated Beat the Ones They Loved Bloomberg / John Dorfman

Bank Profits Means Stocks at 15% Discount to S&P 500 Bloomberg / Lynn Thomasson

Tax efficient funds and ETFs can save you a bundle Marketwatch / Matt Krantz

Oil tops $83 on hobbled dollar, bullish Chinese data Reuters / Fayen Wong

Euro at 3-week high as dollar nurses losses after jobs data Reuters / Anirban Nag and Vidya Ranganathan

UK: Disappointment ahead for UK and big test for euro London Times / Anatole Kaletsky


National Economic Indicators Federal Reserve Bank of Richmond

Economic Outlook Federal Reserve Bank of Philadelphia / Charles S. Plosser

Fed must let mortgage market stand on own, Plosser says Marketwatch / Rex Nutting

Best Plays in a Tricky Junk-Bond Market Business Week / David Bogoslaw

The Recession is Over, the Depression Just Beginning Safehaven / Steve Lendman

U.S. economy still hemorrhaging jobs despite stimulus Marketwatch / Irwin Kellner

Gold inches up after tumble on China bank steps Reuters

Funds Make Record Oil Bets as Freeze Spurs Prices: Chart of Day Bloomberg / Alexander Kwiatkowski

White House credits stimulus with up to 2M jobs AP via Houston Chronicle / Mark S. Smith

Stocks sink on earnings woes CNN / Alexandra Twin

The Slickest Click Fraud Yet Forbes / Andy Greenberg

Freedom is in decline in many places around the world Economist

How nation's true jobless rate is closer to 22% NY Post / John Crudele

Job Openings in U.S. Fell by 156,000 in November Bloomberg / Bob Willis

Small-business index fell in December Marketwatch / Rex Nutting

U.S. Economy: Trade Gap Grows as Oil Prices Jump; Exports Climb Bloomberg / Courtney Schlisserman

Corporate Bond Returns Rising Fastest Since '98: Credit Markets Bloomberg / Bryan Keogh

Treasuries Rise as China’s Lending Curb Spurs Growth Concern Bloomberg / Cordell Eddings and Susanne Walker

The Recovery We Could Have And The One We Do Forbes / Brian S. Wesbury and Robert Stein

U.S. Stocks Fall, Snap Six-Day Rally, on Alcoa, China Reserves Bloomberg / Rita Nazareth

Tuesday’s Analysis / Marty Chenard

California Flailin' Forbes / Richard A. Epstein

Arizona officials propose closing 13 state parks AP via Seattle Times / Jonathan J. Cooper

Canada posts small trade deficit as exports, imports rise Globe and Mail / Tavia Grant

Treasuries Advance as Asian Stocks Decline, Fed Rate on Hold Bloomberg / Wes Goodman

Trade Deficit in U.S. Probably Widened as Imports Increased Bloomberg / Courtney Schlisserman

Jobs take priority on Hill as elections loom Washington Times / S.A. Miller and Stephen Dinan

Oil dips to below $82 from 15-mth high as cold eases Reuters via Guardian / Alejandro Barbajosa

Obama Weighs Fee to Recoup Bank Bailout and Cut Deficit NY Times / Jackie Calmes

UK 'close to leaving recession' BBC News



Marc Faber: "We Are Doomed" Business Insider

California Takes A Hit Forbes / Matthew Craft

Record year for foreclosures as unemployment rises AP via Houston Chronicle / Adrian Sainz

Oil recovers from 2010 lows towards $80 Reuters / Alejandro Barbajosa

Test for US, Obama in Haiti earthquake response Christian Science Monitor / Howard LaFranchi

U.S. stock market on uncertain footing when it comes to tech Marketwatch / Kate Gibson

States racing for education money

Treasuries Fall After Note Sale, Fed Says Economy Improved Bloomberg / Susanne Walker and Cordell Eddings

Treasurys decline, weighed by Beige Book Marketwatch / Deborah Levine

Bond funds led the way in mutuals' comeback Baltimore Sun / Jamie Smith Hopkins

Derivatives Exemption Helps Big Wall Street Banks, Gensler Says Bloomberg / Dawn Kopecki

California’s Credit Cut to A- by S&P Amid $20 Billion Deficit Bloomberg / William Selway and Michael B. Marois

Beige Book Federal Reserve Board

Fed: Recovery spreads but doesn’t spur hiring AP via Detroit Free Press / Jeannine Aversa

Fed Beige Book Says Economy Improved in 10 Districts Bloomberg / Michael McKee

MD: Baltimore-area office vacancies hit 15-year peak in 2009 Baltimore Sun / Lorraine Mirabella

Stocks rally in late trade CNN / Alexandra Twin

Stocks edge higher as financials pare early losses AP via Seattle Times / Tim Paradis

Wednesday’s Analysis / Marty Chenard

Bank of America Said to Reduce Cash Component of Bonuses to 15% Bloomberg / Ambereen Choudhury and Elisa Martinuzzi

Bank CEOs: Sorry for risky behavior, bad decisions AP via Houston Chronicle

UK economy 'returns to growth', think tank NIESR says BBC News

Survey sees rising confidence in global economy Bloomberg via Houston Chronicle

U.S. 10-Year Yield Near Three-Week Low Before $21 Billion Sale Bloomberg / Wes Goodman

Morningstar names Bill Gross of Pimco its bond mutual fund 'manager of the decade' LA Times / Tom Petruno

California Creditors See IOUs With Schwarzenegger Missing Obama Bloomberg / Edwin Chen, John McCormick and Michael Marois

The Federal Reserve Paid the Federal Government $46 Billion in 2009. The FED Seeks Control, Not Profits. Lew Rockwell / Gary North

Eric Rosengren says double-dip downturn still possible Boston Herald / Jay Fitzgerald

Eric Rosengren fears hike in mortgage rates Boston Herald / Jay Fitzgerald

High jobless rate may be the 'new normal' Chicago Tribune / Gail MarksJarvis

Fear and greed again swap spots Marketwatch / Todd Harrison

Silver lining in a dark cloud Marketwatch / Mark Hulbert

Taxpayers to pay for Fannie, Freddie aid Washington Times / Patrice Hill

Oil below $80 on US inventory jump, China tightening Reuters via Guardian / Alejandro Barbajosa

Yen pauses after gains, U.S. earnings eyed Reuters / Kaori Kaneko

UK: Slow progress on trade deficit shows sluggish return to growth Bloomberg / Alistair Dawber


The link between exchange rates and asset markets Economist

SIFMA’s Ryan Statement on White House Proposal to Impose Tax on Banks’ Liabilities SIFMA

The coming sovereign debt crisis Forbes via Globe and Mail / Nouriel Roubini and Arpitha Bykere

Ballooning Treasury Deficits - It Takes both Outlays and Receipts to Tango Northern Trust via Safehaven / Paul Kasriel

Intel Crushes Street Forbes / Brian Caulfield

Time to get tough Economist

Stimulus impact will fade in 6 months Washington Times / Joseph Weber

Bernanke Fights to Keep Bank Powers in Senate Letter Bloomberg / Scott Lanman and Robert Schmidt

Gold futures gain as U.S. data, Trichet move dollar Marketwatch / Nick Godt

Oil slips toward $79 on weak economic data Reuters / Edward McAllister

Obama calls for bailout tax CNN

MAPI manufacturing survey suggests rebound is imminent Marketwatch Shawn Langlois

U.S. Holiday Sales Rise 1.1%, Top Forecast, Trade Group Says Bloomberg / Chris Burritt

How much capital will friends and family stump up to entrepreneurs Economist

Intel expected to post higher profit, sales during late session Marketwatch / Carla Mozee

Oracle rival SAP beats quarterly revenue targets AP via Mercury News

Retail sales unexpectedly fall, jobless claims up Reuters / Lucia Mutikani and Glenn Somerville

U.S. Retail Sales Unexpectedly Fall After Bigger Gain Bloomberg / Bob Willis

Inventories at U.S. Companies Rise More Than Forecast, Sales Up Bloomberg / Timothy R. Homan

Dollar falls versus yen after lackluster U.S. data Reuters / Vivianne Rodrigues

Thursday’s Analysis / Marty Chenard

Why Treasury chief should be probed and fired NY Post / John Crudele

Record 3 million households hit with foreclosure in 2009 CNN

Fed’s Dudley Says Rates May Stay Low for as Long as Two Years Bloomberg / Joshua Zumbrun

Why Deflation Is Not Inevitable (Sadly) Lew Rockwell / Gary North

S&P Drops California To A-Minus Bond Buyer / Rich Saskal

Thirty-Year Treasury Yields Near Seven-Month High Before Sale Bloomberg / Theresa Barraclough

Retail Sales in U.S. Probably Rose in December for Third Month Bloomberg / Bob Willis

Crawford predicts mid-year massacre Marketwatch / Peter Brimelow

Revenue growth doesn't guarantee stock gains Marketwatch / Tomi Kilgore

Jobs impact of stimulus disputed Washington Times / Kara Rowland

A Census Campaign That Speaks in Many Tongues NY Times / Stuart Elliott

JPMorgan Earnings May Have Tripled on Investment-Banking Fees Bloomberg / Elizabeth Hester

Australian Employers Add 35,200 Workers Amid Gas Boom Bloomberg / Jacob Greber

Japanese Machinery Orders Unexpectedly Tumble 11.3% Bloomberg / Keiko Ujikane and Tatsuo Ito

UK: Manufacturing forecast hits recovery hopes London Times / Carl Mortished


U.S. Economy: Industrial Production, Confidence Climb Bloomberg / Courtney Schlisserman and Timothy R. Homan

The Economic Outlook, January 2010 Federal Reserve Bank of Richmond / Jeffrey M. Lacker

Bernanke Makes Like a Squid, Sprays Clouds of Ink Hoping to Confuse Mish’s Global Economic Trend Analysis via Safehaven Mike Shedlock

Fed up with the Fed? CNN / Paul R. La Monica

Futures Bets on 10-Year U.S. Note Decline at Highest Since 2005 Bloomberg / Susanne Walker

Ratings Rise Fastest Since ‘07, Boost Ford Bonds Bloomberg / Bryan Keogh and Caroline Salas

U.S. 10-Year Notes Gain Most in Week Since November After CPI Bloomberg / Cordell Eddings

Two-Year Swap Spread Narrowest Since 2003 as Debt Sales Rise Bloomberg / Liz Capo McCormick

4Q Real GDP Expected to Rise Reuters / Natasha Gural

Small banks in Ill., Minn. Shuttered AP via Houston Chronicle / Marcy Gordon

Where Americans Pay Most In Property Taxes Forbes / Francesca Levy

Mortgage relief plan helped 7 pct of those who applied AP via Houston Chronicle

Democrats close in on healthcare agreement Reuters / John Whitesides and Donna Smith

Senate Can Pass Health With 51 Votes, Van Hollen Says Bloomberg / Jonathan D. Salant

Starbucks prices get frothier CNN / Ben Rooney

Stocks post first triple-digit drop for 2010 AP via MSNBC

Poland's Economy Is No Joke Euro Pacific via Safehaven / Peter Schiff

Consumers are squeezed as inflation outpaces wages AP via San Francsico Chronicle / Martin Crutsinger

A bank tax to soothe populist anger may be misguided St. Louis Post Dispatch / David Nicklaus

MA: Too close for comfort Economist

JPMorgan loan losses overshadow higher profit Reuters / Elinor Comlay

Friday’s Analysis / Marty Chenard

Consumer Prices in U.S. Increased Less Than Forecast Bloomberg / Timothy R. Homan

Manufacturing in New York Fed Region Accelerated Bloomberg / Vincent Del Giudice and Bob Willis

Industrial Production in U.S. Rose on Utility Use Bloomberg / Courtney Schlisserman

Strengthening U.S. Recovery May Intensify Fed Debate on Exit Bloomberg / Craig Torres

More and more states on budget brink Fortune via CNN / Colin Barr

Back from the brink? Marketwatch / Mark Hulbert

Company Bond Sales to Rise as Banks Curb Loans, Citigroup Says Bloomberg / Katrina Nicholas

Municipal Market Handles Biggest Week of Bond Sales in a Month Bloomberg / Jeremy R. Cooke

Treasuries Advance on Speculation Consumer Price Gains Slowed Bloomberg / Wes Goodman

Wall Street May Reduce Compensation Costs to Avoid More Outcry Bloomberg / Michael J. Moore

White House nears deal on health care Washington Post / Lori Montgomery and Michael D. Shear

States could hand off liquor stores / Stephen C. Fehr

Technology Shares Advance in Asia on Intel; Yen, Dollar Climb Bloomberg / James Poole

Global Aid Pours in as Haiti Searches for Survivors Bloomberg / Peter S. Green and Michelle Fay Cortez