Uncategorized | timiacono.com - Part 30

Monday Morning Links

MUST READS
Euro-zone inflation falls at record speed – MarketWatch
G20 pledges to add $2 trillion to global economy – CNN/Money
Yellen Wins G-20 Praise as Emerging Markets’ Angst Eased – Bloomberg
Ukraine calls for aid, says needs $35 billion in next two years – Reuters
Ukraine Bond Rally Seen Tied to New Aid Amid Default Concern – Bloomberg
Osborne: EU ready to provide financial aid to Ukraine – Channel News Asia
BOE and the Fed Encouraged Interest Rate Manipulation – Washington’s Blog
Curriencies, Carry Trades, Fat Pigs and Pythons – Noland, Prudent Bear
Mt. Gox CEO resigns from Bitcoin Foundation board – MarketWatch
This Is the Age of Fairy-Tale Economics – Real Clear Markets
What Was Tim Geithner Looking at in January 2008? – WCEG
Federal Reserve Minutes Reveal “Ignorance” – Sense on Cents
Mixed Grades at Best For NY Fed in 2008 – WSJ

MARKETS/INVESTING
Stocks: Steady start to the week – CNN/Money
Markets drift amid Chinese property fears – AP
A World of Manipulated Markets – Dollar Collapse
Emerging Stocks Decline With Copper as Natural Gas Surges – Bloomberg
U.S. stock market is starting to ride a tech M&A wave – MarketWatch
Corporate Bond Spread vs. Treasuries Near Six-Year Low – Bloomberg
Gold Entering A ‘New Turning Point,’ Say Analysts – Kitco
Commodities conundrum: As good as gold may not hold true – The Standard
Can physical demand boost gold during traditionally dour March? – Mineweb
Barclays is bullish on Gold: Target 1362, 1416 – BullionStreet
FT: Gold Price Rigging Fears Put Investors On Alert – GoldCore

ECONOMY/WORLD/HOUSING/BANKING
Is economy merely suffering from a cold? – MarketWatch
The US manufacturing recovery: Uptick or renaissance? – voxeu
Draghi: ECB Prepared to Add Stimulus on Deflation Risks – Bloomberg
German business confidence hits 2.5-year high – Channel News Asia
Cyprus: Striking power workers scuffle with police – AP
Greece ‘very close’ to bailout agreement with troika – ekathimerini
China’s home price rises ease for first time in 14 months – Reuters
Housing Weakness: Temporary or Enduring? – Calculated Risk
Debating the Recent Weakness in Housing – S&P Housing Views
Can The Fed Stop The Next Recession? Business Can’t Bank On It – Forbes
NABE economists divided over pace of Fed tapering – AP
In a Dark Year, a Lighter Side at the Fed – NY Times

 

Friday Morning Links

MUST READS
S&P says Ukraine “likely to default” – RT News
Markets flooded with cash, should Fed stamp out risk? – Reuters
Janet Yellen vs. the world at the G20 finance summit – Globe & Mail
Owners again borrowing against homes as housing market recovers – LA Times
Is Facebook’s WhatsApp deal a sign of a tech bubble? – Telegraph
WhatsApp Shows How Phone Carriers Lost Out on $33 Billion – Bloomberg
France is looking straight down the barrel of a deflation shock – Telegraph
Substantial Increase Recorded In Military Use Of Food Stamps – MintPress News
Gold Rush Ghost Town Bodes Ill for California Power Flow – Bloomberg
10 Infuriating Consumer Fees to Stop Paying Now – Fiscal Times
Is the U.S. Better Off Without Unions? – Bloomberg
Thank You, Rolling Stone – Taibblog

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MARKETS/INVESTING
Stock futures point to firmer open – MarketWatch
Looking Beyond The Bad Winter Weather – Comstock Funds
Investing: REITs rise from the wreckage – USA Today
Firm Stops Giving High-Speed Traders Access to Releases – MarketWatch
China’s Stocks Fall Most in Six Weeks as Yuan Weakens on Economy – Bloomberg
Big spikes for coffee and natgas show end of commodity correlation – Reuters
Treasuries Poised for Third Weekly Decline on Growth Outlook – Bloomberg
Gold heads for 3rd week of gain, Tokyo premiums slip – Reuters
Bundesbank Attempts to Subdue Concerns Gold Repatriation – In Gold We Trust
This Is What Happened The Last Time Silver Went Up 14 Days In A Row – GoldSilverWorlds

ECONOMY/WORLD/HOUSING/BANKING
Why the super-rich get richer — and you don’t – MarketWatch
The Economist: US Labor Market ‘May Be Permanently Stunted’ – MoneyNews
Bank of Japan likely to expand asset buying by summer – Reuters
ECB still ignoring the disinflationary trend – Sober Look
China Factory Data Show Slowdown Risk as Xi Limits Credit – Bloomberg
Greek financial crisis tied to worsening health – AP
Brazil Cuts $18.5 Billion From Budget as Downgrade Looms – Bloomberg
9 Reasons why Sydney’s property market is the country’s craziest – new.com.au
New rules fail to quench home buying fever – China Daily
Spring Thaw May Not Heat up This Housing Market – NBC News
Interest Rate Blues: Emerging Nations Demand Western Support – Spiegel
The Madness of Abenomics In One (Crazy) Chart – Testosterone Pit

 

Thursday Morning Links

MUST READS
Fed debated how to signal rate hikes – CNN/Money
The Key Passages within the Fed’s Minutes – WSJ
Yellen inherits fractious Fed, minutes show – MarketWatch
Undeterred, Fed on Track to Temper Its Stimulus – NY Times
China February flash PMI hits seven-month low, spooks markets – Reuters
Japan Trade Deficit Swells to Record as Import Costs Surge – Bloomberg
Facebook to buy messaging app WhatsApp for $19 billion – BBC
Silicon Valley became downright silly with WhatsApp deal – USA Today
The Rags-To-Riches Tale Of How Jan Koum Built WhatsApp – Forbes
What the Occupy movement can learn from protesters in Ukraine – Quartz
CBO Finds Minimum Wage Research “Biased” – Fiscal Times
Colorado’s New Cannabis Economy – Mises

To find out what Tim thinks of today’s news, subscribe to Iacono Research

MARKETS/INVESTING
World stocks fall on weak China data, Fed minutes – AP
Soros betting against stocks? Not likely – CNN/Money
Market showing signs of fatigue as traders ignore data – CNBC
1929 stock market chart doesn’t scare investors — yet – MarketWatch
The One Investment Allocation Everyone Should Avoid – Servo Wealth
Treasuries Rise as China Output Slows, Ukraine Clashes Resume – Bloomberg
Gold firms after two-day loss as weak data hurts stocks – Reuters
India Central Bank tightens gold import norms, stumps retailers – Mineweb
Switzerland Sent 80% of Bullion Exports to Asia in January – Bloomberg
UK Gold Exports Were Twice ETF Selling in 2013 – Bullionvault
Investor Pessimism on Gold: It’s Gone! – Barron’s

ECONOMY/WORLD/HOUSING/BANKING
Health-Care Jobs Are Getting Squeezed, Finally – Bloomberg
World economic recovery struggling to gain traction – Reuters
Don’t cut too quickly, IMF warns advanced economies – SMH
Euro-Area Recovery Loses Pace as Manufacturing Weakens – Bloomberg
Three reasons for the Russian ruble’s decline to record lows – Sober Look
Singapore’s economy up 6.1% in Q4, lifting 2013 growth to 4.1% – CNA
Portugal counts days to end of bailout program – AP
How Bad Is Housing? An Update for 2014-2015 – Forbes
Signs of Softness in Housing – S&P Housing Views
Is the housing recovery losing steam? – Fortune
Fed officials see more QE cuts, changes to low-rate vow – Reuters
Two Steps Forward, One Step Back for the Fed – Baseline Scenario

 

Wednesday Morning Links

MUST READS
Ukraine crisis: Kiev assault on protesters – BBC
Ukraine President Threatens Opposition – Bloomberg
Minimum wage hike could cost 500,000 jobs – USA Today
Stiglitz touts the merits of higher minimum wage – CNBC
Second JPMorgan employee dies in a fall – CNN/Money
Who’s Borrowing Now? The Young and the Riskless! – NY Fed
Household debt rises at fastest pace since financial crisis – LA Times
IMF report: ‘Debt is good’. What are these people smoking? – Sovereign Man
Foreign holdings of Treasury debt hits record in December – xinhuanet
China Sold Second-Largest Amount Ever Of US Treasurys – Zero Hedge
Is China’s love for Treasurys waning? – CNBC
The Bank Rescue, Five Years Later – NY Times
Savings: Counting the costs – Economist

MARKETS/INVESTING
Shares muted as Japan surge tempered – AP
As age of bull increases, so does volatility – USA Today
Crash of 2014: Like 1929, you’ll never hear it coming – MarketWatch
Quant Funds Feel Investor Bite After Underperforming – Bloomberg
Forget emerging markets, frontier markets still rising – MarketWatch
Treasury Yield Falls to One-Week Low as Data Disappoints – Bloomberg
Gold inches lower on flat dollar ahead of Fed meeting minutes – Reuters
Hong Kong gold exchange eyes 1,500 tonne warehouse – Business Recorder
The big gold ETF turnaround and its prospective impact – Mineweb
Gold luring stock market investors: Safe haven or a hedge? – ET

ECONOMY/WORLD/HOUSING/BANKING
Real solutions to America’s jobs problem – CNBC
Darker homebuilder mood not just due to bad weather – Reuters
Is China at Risk of a Debt Crisis? Not Really, Bank Says – WSJ
China’s consumer confidence hits record high – MarketWatch
Where this central banker goes, a stronger currency follows – Quartz
Free Trade Pilot Zone launches cross-border yuan payment – China Daily
Prices ‘rising moderately’ in Japan for first time in five years – Reuters
Canadian Government Seeks Soft Landing for Highflying Housing – WSJ
24% of Canadians see homes as main source of retirement income – Globe & Mail
Investors buy non-performing loans to obtain properties – OC Housing News
Will Yellen Improve on Bernanke’s ‘Open-Meeting’ Record? – WSJ
Weak Data May Bring Taper Pause – Short Takesw

 
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