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Mish's Global Economic Trend Analysis
GDP on Recession Track; Real GDP +2.8%, Misses Estimates; Inventory Replenishment Accounts for 1.9 Percentage Points; Five-Year Treasury Yield Hits Record Low
Portugal 10-Year Government Bond Yield at Record High
Portugal 10-Year Government Bond Yield at Record Highs
Greek Debt Solution Likely to Trigger Credit Default Swaps
Cameron Rebukes Euro Leaders at Davos, Calls Financial Transaction Tax "Quite Simply Madness" ; Mathematical Impossibilities
Steen Jakobsen on Maximum Intervention "Now is the Time You Need Metals – Particularly Gold and Gold Stocks"; Fool in the Shower
Chart of the Day: Central Bank Balance Sheet as Percent of GDP: Fed, ECB, BOJ, BOE
Merkel Casts Doubt on Saving Greece, Insists ECJ be Empowered to Police Nannyzone; ECB insists on Profits on Greek Bonds; IMF Takes Tougher Stance; Greek Socialists Reject EU Mandates
more from Mish's Global Economic Trend Analysis…
Real Time Economics
Richmond Fed’s Lacker Explains His Dissent
Outsized Impact of Inventories on GDP Growth
Fed’s Dudley: Policy Actions Essential for Recovery
Consumers More Upbeat in January
Economists React: GDP ‘Less Impressive Than It Looks’
Euro Zone Money Supply Offers Grim News
Secondary Sources: Dovish Bernanke, Fed Market Movers, Household Formation
Vital Signs: Rising Business Investment
more from Real Time Economics…
Financial Post
Federal deficit drops in November
EU, IMF putting pressure on Greece
U.S. recovery still not at ‘escape velocity:’ Summers
Investors bet Portugal is the next Greece
Nightmare of disorderly default focuses minds on Greece
Mabe to close Quebec factory, lay off 700 by 2014
Pending housing bubble spells trouble for Canada, experts say
U.S. goods data shows ‘decent’ economic momentum
more from Financial Post…
Wall St. Cheat Sheet
December Durables Advance Report: All Systems ‘Go’
Consumer Sentiment Climbs for Fifth Consecutive Month in January
Geithner Urges Euro Leaders to Bolster Crisis Fund
U.S. Economy Grew at 2.8% Pace in Fourth Quarter
World Economic Forum: We are Hopeful
EU, IMF: Greece Must Push Through More Cuts to Receive Aid
New Homes Market Waiting for Foreclosures to Drop
Weekly Initial Jobless Claims Up: An Anomaly?
more from Wall St. Cheat Sheet…
The New York Times
High & Low Finance: As It Happens, Romney Paid More Taxes Than He Owed - High & Low Finance
Off the Charts: Survey Takes Public’s Pulse on Business Regulations
Wealth Matters: Low Bond Yields Make Building a Portfolio Harder
Citing Increased Demand, AutoNation Improves Its Outlook
Shortcuts: Putting a Price on Your Work - Shortcuts
Economy Ended 2011 With More Energy Than Expected
Shares Decline After Growth Disappoints
Starbucks Outperforms Expectations
more from The New York Times…
msnbc
Consumer sentiment highest in nearly a year
Stocks move lower after new growth figures
Economy picked up pace as 2011 ended
Economy ended 2011 at a healthy pace
Too little, too late? Factory jobs making comeback
Stocks muted ahead of U.S. growth figures
States with the most, and least, credit card debt
Housing weighs on market as stocks end day down
more from msnbc…
Naked Capitalism
Michael Hudson: Banks Weren’t Meant to Be Like This
“Mortgage Fraud is a Top Priority for This Administration”
Links, 1/27/12
Philip Pilkington: Is QE/ZIRP Killing Demand?
Links Australia Day
More Caution and Skepticism About Federal Mortgage “Investigation”
Quelle Surprise! Bank of America Accused of Blocking Arizona AG Investigation
Yes, Virginia, Servicers Lie to Investors Too: $175 Billion in Loan Losses Not Allocated to Mortgage Backed Securities (and Another $300 Billion on the Way)
more from Naked Capitalism…
BBC News
Osborne unveils UK financial bill
US economic growth rate picks up
UK financial bill to be unveiled
Greece debt talks 'close to deal'
Spain jobless passes five million
Outrage at RBS boss's bonus deal
Is Pakistan's economy facing potential collapse?
Key Greece debt talks to continue
more from BBC News…
IBTimes
Natural Gas Fracking Embraced in Obama's Energy Plan
TransCanada's 'Misleading' Keystone XL Job Creation Numbers Targeted in SEC Complaint
Stephen Hester's £1m RBS Bonus: Why Furore is a Distraction
Does Right to Work Create Jobs? Experts Aren’t Sure
RBS: Outrage Intensifies Over £1-Mln Bonus Paid to Bank Chief Hester
Michigan Consumer Sentiment Index Narrowly Beats Expectations
Eastman Chemical to Acquire Solutia in $4.7B Deal
U.S. 4Q GDP Grew 2.8%, Fastest Pace in 2011 -- Weaker Q1?
more from IBTimes…
CNNMoney
Just how rich is Romney?
U.S. economy growing faster, but still struggling
U.S. economy picks up speed
Why is the Fed still so nervous?
Bernanke to teach college class
New-home sales hit a record low
New-home sales hit a wall
Campaign finance, Colbert style
more from CNNMoney…
VoxEU
Rogue aid: Should we fear China’s aid programme?
The coming resolution of the Eurozone crisis
Surges in capital flows to emerging markets: Causes and policy implications
Europe’s fiscal union: Lessons from US federalism
The back of Berlusconi: Is this the end of populism in Europe?
Capital inflows, exchange-rate flexibility, and credit booms
Mispricing of sovereign risk and multiple equilibria in the Eurozone
Are China and India converging?
more from VoxEU…
Economonitor
Turkey and The Great Gatsby Curve
On Greece, Growth, and Downgrades
Stop Paying the Egyptian Ransom
The Wait to Reflate
Mindboggling Nonsense
On the Troika’s Coming Occupation of the Periphery
December Economic Activity Improved, Chicago Fed Reports
Is President Obama a Mercantilist?
more from Economonitor…
Paul Krugman
Goodbye, Newt
Postmodern Business Cycles
Chinese Clusters and Me
Two Percent Is Not Enough
The Greater Depression
Microbe Economics
Finding the Truth
The Sons Also Rise
more from Paul Krugman…
Yahoo!
Fitch downgrades credit ratings for 5 EU nations
U.S. growth quickens, but speed bumps ahead
Roubini holds little hope of global economic fix
Economy grew modest 2.8 pct. in Q4, best in 2011
Ukraine's president firm against Tymoshenko
Statscan revisions show higher December jobs growth
Stocks slip after US economic growth disappoints
Wall St edges lower after GDP data
more from Yahoo!…
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