Uncategorized | timiacono.com - Part 30

Thursday Morning Links

MUST READS
Fed puts December rate hike firmly on the agenda – Reuters
December Still Very Much A Live Meeting – Fed Watch
A strong dollar could derail the Fed’s interest rate plans – Fortune
Charts Run Counter to Fed Talk of Rate Hike – Wall St. On Parade
Republican debate runs off the rails – Daily Mail
The 15 most explosive moments of the GOP debate – Politico
Priebus: CNBC debate moderators improper, unprofessional – The Week
CNBC’s asking price for ads during GOP debate: $250,000 – CNN/Money
Marco Rubio’s Big Night at the Republican Debate – New Yorker
Third GOP Debate Ushers In The New Trump – U.S. News
Yeah, Jeb Bush Is Probably Toast – FiveThirtyEight
Cruz Rips Press At CNBC Debate – RCP
The ‘mad money’ debate – Politico

MARKETS/INVESTING
Futures lower as December rate hike back in play – Reuters
Market to the Fed: We can survive rate hike – USA Today
Is There A Bubble In Leveraged ETFs? – Barron’s
One Trader Loses It Over Draghi And Yellen’s Lies – Zero Hedge
China Stocks Extend Biggest Retreat in a Month in Hong Kong – Bloomberg
Why oil rallied despite 5 weeks of rising supplies – MarketWatch
What keeps stock strategists (and their clients) up at night – MarketWatch
Gold up as dollar falls, but close to 2-week low on Dec rate hike talk – Reuters
Gold takes a hit as investors increasingly look for a Fed hike in Dec. – MarketWatch
Gold price drops $30 after Fed – Mining.com

ECONOMY/WORLD/HOUSING/BANKING
Obama’s economy in 10 charts – CNN/Money
Student Loan Debt: A Closer Look – Advisor Perspectives
Today’s War Against Deflation Will Make Us Poorer – Mises
Pressure mounts on Brazilian Congress to impeach president – Reuters
San Francisco, Home To A Wild Housing Market – here & Now
Landlord Boom a Bigger Risk for Aussie Bad Debts Than Businesses – Bloomberg
Deutsche Bank to cut 15,000 jobs as it stumbles to €6bn loss – Telegraph
Owning Half of Japan’s ETFs May Not Be Enough for Kuroda – Bloomberg
Why the UK should be hiking interest rates ‘more urgently’ than the US – BI

 

Wednesday Morning Links

MUST READS
For Fed, a Rates Puzzle Looms – WSJ
Fed Unlikely to Raise Rates, as Pressures Mounts – NY Times
How Mario Draghi will stop Janet Yellen from raising rates for years – MarketWatch
Sweden’s Riksbank Expands QE Program as ECB Stimulus Weighs – Bloomberg
Sweden ramps up QE and hints rates could go further into negative territory – Telegraph
Rate Alert! 8 European Countries Now Have Negative 5-Year Yields – Confounded Interest
Millennials: 70% Want To Be Debt Free, 66% Won’t “Gamble” In Stocks – Zero Hedge
The worse things get for you, the better they get for Wall Street – Burning Platform
The New Budget Deal Is Washington Vote Buying at Its Finest – Fiscal Times
New polling strength makes Marco Rubio a top target at debate – USA Today
Hillary Clinton tells Colbert: I’d let big banks fail – Politico
Health threat of sugar is vastly underestimated, study claims – Guardian
Is Bacon Really Bad for Your Health? – reason.com

MARKETS/INVESTING
Global shares rise as Riksbank helps ease Fed wait – Reuters
Six Reasons to be Bullish on Stocks – U.S. News & World Report
Why investors are worrying about another US recession – Telegraph
UBS Analyst Who Called Emerging-Market Rout Sees Gain Fading – Bloomberg
Inside the Old Psych Hospital Reborn As a Home for Money Managers – Bloomberg
Gold extends gains above $1,170 ahead of Fed statement – Reuters
Commerzbank, HSBC: China Gold Imports Confirm Strong Demand – Kitco
Russia, China increase gold holdings as central banks expand stimulus – Mining.com
The Circle of Gold – GoldSilverWorlds

ECONOMY/WORLD/HOUSING/BANKING
No one (not even Janet Yellen) understands inflation – Fortune
Food stamps do much more to fight poverty than we thought – Vox
Why Are More Young Adults Still Living at Home? – St. Louis Fed
U.K. Economy Slows in the Third Quarter – Wall Street Journal
China Steel Head: Demand Slumping at Unprecedented Speed – Bloomberg
China ‘not frightened to fight a war with the U.S.’ over South China Sea – The Week
US home values and rents steadily rising in a resilient housing market – newser
Kuroda’s Stimulus Toolkit: Here Are Options for Bank of Japan – Bloomberg
Professor Bernanke’s Bogus Contra-factual – Contra Corner
Why the Fed should just stop talking – MarketWatch

 

Tuesday Morning Links

MUST READS
China Puts U.S. on Notice – U.S. News & World Report
Five Things to Know About the U.S. Challenge to China – WSJ
The Fed Strives for a Clear Signal on Interest Rates – WSJ
How a Fed Rate Hike Could Actually Stimulate the Economy – Bloomberg
Survey: Millennials around the world worry most about economic inequality – USA Today
Populist, Pernicious and Perilous : Germany’s Growing Hate Problem – Spiegel
REI closing on Black Friday for 1st time in push to #OptOutside – USA Today
White House, Congressional Leaders Close To Budget And Debt Ceiling Deal – TPM
The House science committee is worse than the Benghazi committee – Vox
How Ben Carson’s snoozy demeanor masks his bonkers views – The Week
Carson overtakes Trump in first national poll – Politico
Don’t Give Up, Jeb – Bloomberg

MARKETS/INVESTING
Stock rally stalls as investors eye Fed, BOJ – Reuters
Don’t Fight Central Banks, But Be Afraid – Short Takes
Even the Smart Money Can Think Like the Herd – Barron’s
With global outlook weak, many U.S. companies tighten belts – Reuters
Inside the Secretive Circle That Rules a $14 Trillion Market – Bloomberg
October’s stock-market run-up may yield a bad ‘Santa Claus rally’ – MarketWatch
Oil Market May Need to Wait Until 2016 for Iran Supply Boost – Bloomberg
Gold edges back above $1,165/oz ahead of Fed meeting – Reuters
Gold Investors Getting Ready for a Rally Before Fed Meeting – Bloomberg
China’s gold imports from Hong Kong jump to 10-month high – Reuters

ECONOMY/WORLD/HOUSING/BANKING
A Tale of Two Recoveries – Alhambra Partners
Why Cuban cab drivers earn more than doctors – Vox
U.K. Economy Expands Less Than Forecast – Bloomberg
A China twist: why are malls closing if consumption is rising? – Reuters
Why China’s interest rate cut may be bad news for the world economy – Guardian
China September industry core earnings fall, third-quarter unemployment stable – Reuters
China’s Leaders Shift From Short-Term Stimulus to Five-Year Plan – Bloomberg
U.S. Housing Market Slammed by Soft September Sales – U.S. News & World Report
Mario Draghi gives the V-sign but a dangerous QE day looms – Telegraph
The Most Important Developments Since the Fed Met in September – Bloomberg

 

Monday Morning Links

MUST READS
The 57-Year-Old Chart That Is Dividing the Fed – NY Times
The Fed’s Next Big Decision May Not Be About Rates – Bloomberg
Fed to remain on pause on expected GDP slowdown – MarketWatch
The Fed Can’t Raise Rates, But Must Pretend It Will – Mises
The possibility of a 2015 rate hike in the US should not be ignored – Sober Look
BOJ faces key test to rosy forecast, leaning toward standing pat – Reuters
China central bank sees ‘very normal’ growth of 6-7 percent in next few years – Reuters
Trump went after Carson for being a 7th-day Adventist. Here’s the backstory. – WaPo
Warring Senate and House Republicans see peacemaker in Ryan – Politico
Why too much choice is stressing us out – Guardian
How Market Cycles Are Completed – Hussman Funds
Hobson’s Choice – Credit Bubble Bulletin
America’s Top 10 Fears – Zero Hedge

MARKETS/INVESTING
Stock futures lower as hopes of easing fade – Reuters
China rate cut fails to ignite markets in Asian – BBC
Lessons from the Crash of 2007-2008 – Forbes
China Bonds Rally as PBOC Easing Sends Swaps Lower – Bloomberg
Forget the tech rally, it’s time to get in on the oil rebound – MarketWatch
Wall Street’s next test: Profits, data, the Fed – USA Today
Gold rises on dipping dollar, uncertainty over Fed – Reuters
Bullion Chart WatchIng: Metal Nears Golden Cross – Bloomberg
China and the Manipulation of Gold Prices – Wealth Daily

ECONOMY/WORLD/HOUSING/BANKING
‘Good’ Jobs Aren’t Coming Back – Atlantic
Economic Data Has Never Been This Weak For This Long – Zero Hedge
Ifo German business confidence survey higher than seen – MarketWatch
Pensioners prosper, the young suffer. Britain’s social contract is breaking – Guardian
A China twist: why are malls closing if consumption is rising? – Reuters
China Containerized Freight Index Collapses to Worst Level Ever – Wolf Street
China’s Bid to Prop Up Property Investment Challenged Amid Glut – Bloomberg
‘Million Dollar Shack’ documentary looks at Bay Area’s insane housing market – SF Gate
Bernanke Attacks Austrian School Economics: Crazy Opinons – EPJ

 

Wednesday Morning Links

MUST READS
European Central Bank mulls more stimulus, wary of euro rise – AP
You’re Not Supposed to Understand the Federal Reserve – NY Times
The Supreme Court May Weigh In on a Student Debt Battle – Bloomberg
Why student loan borrowers should pay attention to these court cases – MarketWatch
Five Corporations Sucking California Dry During the Drought – AntiMedia
The Art of the Troll: How Donald Trump Sent Jeb Bush into a Tailspin – Fiscal Times
What Bernie Sanders doesn’t understand about economic equality – Washington Post
Justin Trudeau Just Showed American Democrats How to Win the Next Election – The Nation
Justin Trudeau’s first priority: Mending Canada’s economic ties with the U.S. – Fortune
Canada Has a New Government, and Some Nasty Old Problems – Bloomberg
Canada’s newly elected Liberals may legalize marijuana – Vox
Confusion, delusion & illusions – Burning Platform

MARKETS/INVESTING
Shares lackluster as Europe, China fall – AP
How to Buy Stocks When the Dollar is Strong – US News
10 earnings winners include Netflix, Adobe and Lennar – MarketWatch
Treasuries Volatility Drops Toward ‘15 Low as Fed Seen Sidelined – Bloomberg
OPEC meets Wednesday, but no production cuts expected – MarketWatch
Earnings season stock reaction all about expectations – USA Today
Thin Air’s money isn’t created out of thin air – China Financial Markets
Gold steadies, awaiting cues from U.S. monetary policy – Reuters
Gold On Verge Of Posting First Positive Year Since 2012 – GoldCore
Gold Is Getting Longer and Stronger – The Street

ECONOMY/WORLD/HOUSING/BANKING
Just How Bad Was the 2009 Global Recession? Really, Really Bad – Bloomberg
Economists imagined a financial crisis without stimulus or bailouts. It’s … ugly. – Vox
Saudis Risk Draining Financial Assets in 5 Years, IMF Says – Bloomberg
Japan export growth slows sharply, raising fears of recession – Reuters
China is home to two-thirds of the world’s self-made female billionaires – Quartz
Netherlands, Luxembourg Ordered to Recover Taxes From Starbucks, Fiat – NY Times
Even the Cheapest Homes Are Too Expensive for Millennials – Bloomberg
Demand for rental apartments boosts U.S. housing starts – Reuters
Yellen’s Last Resort Inflation Anchor Died Last Year – Alhambra Partners
The Fed is right to go slow on raising interest rates – MarketWatch

 
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