Financial Markets - Bonds
David Kotok, Chairman & CIO, Cumberland Advisors says we're unlikely to see QE3 in U.S. but we may see a very large action from the ECB. Read More | View Original Article
Russian president Vladimir Putin appointed 28 cabinet members over the weekend, meeting all of them together in the Kremlin on Monday for the first time. Putin read off their names after saying that they were chosen together with former president and Prime Minister Dmitry Medvedev, currently in the U.S. for G8 meetings. Read More | View Original Article
US Lets China Bypass Wall Street for Treasury Orders
China can now bypass Wall Street when buying U.S. government debt and go straight to the Treasury in what is the Treasury's first-ever direct relationship with a foreign government. Read More | View Original Article
Germany cannot stay a haven indefinitely
Germany is getting by while the rest of the eurozone is pummelled by markets, but it will be hit hard whether or not the euro survives Read More | View Original Article
Advisor Loses Sleep Over Bond Market; Thinks You Should Too
This is a guest post by Ed Dempsey, CFP, Chief Investment Officer of Pension Partners. Twitter: @pensionpartners Read More | View Original Article
Banks braced for fresh ratings cuts
Attention focuses on 17 investment banks that Moody’s placed under review in February, a move that threatens their access to cheap, short-term funds Read More | View Original Article
JPMorgan loss set to alter regulatory focus
The trading loss at JPMorgan Chase is likely to refocus regulators’ attention on the pitfalls of banks using derivatives to hedge a portfolio of assets Read More | View Original Article
Apple's Next Game Change Is Television
Piper Jaffray's Gene Munster on how the iPad maker is planning to reshape how the world watches TV. Read More | View Original Article
Cash pulled from financial funds
Just under $1bn was withdrawn last week from mutual and ETFs that invest in banks, the biggest outflow since Lehman Brothers’ collapse Read More | View Original Article
Consequences of a Greek eurozone exit
In this interactive graphic, Chris Giles looks at likely outcomes of a default by Greece including the possibility of the break-up of the eurozone Read More | View Original Article
Bank downgrades threaten to hit funding
Observers warn the trickle-down effects of bank downgrades by credit rating agencies upon the financial system should not be underestimated Read More | View Original Article
Weekly Forex Market Followup (May 14th – May 18th 2012)
By Michael Trinkle, ForexTraders Key Fundamental Forex Events for the Week of May 14th through May 18th The following table lists the key economic data and other events that came out during the week of May 14th through May 18th, with release times displayed for the GMT time zone. Read More | View Original Article
Feedback, Unintended Consequences and Global Markets
By Charles Hugh Smith, OFTWOMINDS Read More | View Original Article
Part 3, For Bidding For Love: Winner’s Euphoria
By Charles Hugh Smith, OFTWOMINDS Here is Part 3 of my serialized novel “For Bidding For Love.” Read More | View Original Article
Facebook IPO – A Superficial Sideshow to the Big Story in Markets
The Daily Reckoning In Facebookland, Friday’s initial public offering (IPO) of Facebook was a debacle. NASDAQ – the exchange where Facebook chose to list – said it was ‘humbly embarrassed’ by its failure to guarantee orderly trading. Is anyone ever proudly embarrassed? Read More | View Original Article
Expatriation in the Wake of the Facebook IPO
The Daily Reckoning Reckoning today from Baltimore, Maryland… The Maryland House of Delegates just voted to raise taxes. Should we move to Florida…or Delaware? If we move to Palm Beach, will we ever be able to visit our beloved Maryland homeland again? Read More | View Original Article
FadeBook Enters Bear Market; -20% From Highs
Zero Hedge Facebook has officially entered bear market territory – down over 20% from its high print at $45 now with lows now at $33.05 today and 63mm shares trade so far today… Read More | View Original Article
JPM Halts Share Repurchase Program
Zero Hedge Remember when Jamie Dimon showed the Fed who’s boss and preannounced it was starting a share repurchase program? Turns out the Chairsatan will have the final laugh: Read More | View Original Article
A Look Inside Art Cashin’s Crystal Ball
Zero Hedge When it comes to clear, concise, comprehensive forecasts of the future, nothing beats Art Cashin… even when his crystal ball is admitted a little cloudy. Read More | View Original Article
Banks must regain investors’ trust
Lenders need to do more than react to the regulatory overhaul, they must adjust their business models if they are to regain trust, says Hugo Bänziger Read More | View Original Article
US Bond Prices Mixed Ahead of Supply
U.S. Treasurys prices were mixed on Monday as investors took profits after a recent rally that was sparked by fears over a worsening of the European debt crisis and ahead of $99 billion in new Treasurys supply scheduled for this week. Read More | View Original Article
Whither Japan Stocks: The Nikkei's Friday Drop--Time to Buy?
Last week I wrote that Japanese stocks are cheap. They have gotten even cheaper. Last Friday the TSE 1st section Nikkei 225 average took the biggest drop among major indices worldwide. It closed at 8611 yen, down 265 yen, or 3%. The broad market TOPIX dropped 2.9% to 726. Read More | View Original Article
Rich-poor nation ratings narrow
The credit standings of emerging and developed markets are starting to converge, in a recognition by rating agencies of a shift in financial markets Read More | View Original Article
Economic Outlook: data set to deepen market woes
Statistics published this week are unlikely to ease fears over the eurozone, particularly the release of several manufacturing surveys Read More | View Original Article
What JP Morgan Chase Forgot About 2008
1. JP Morgan Chase's chief investment office accumulated a huge bet-- maybe $100 billion-- in a so-called "weapon of mass destruction" (as in self-destruct) in a very risky credit default swap contract that was a bet on corporate credits improving despite a soft economy-- a kissing cousin to the credit default swaps in mortgage backed bonds that imploded in 2008, and cost markets everywhere many trillions of dollars. Read More | View Original Article
EU summit to raise pressure on Merkel
Controversial proposals are back on the agenda. They were backed by some leaders in the past but forced off the agenda by the German chancellor’s objections Read More | View Original Article
SEC move set to boost covered bonds in US
The US regulator is to allow Royal Bank of Canada to sell covered bonds into the US market as a normal public offering of securities Read More | View Original Article
One small ocean away from the Greek car crash, investors seem to think they can slip by unharmed, fear is beginning to set into equities Read More | View Original Article
