2015 Articles of Interest
December
Pending Home Sales Decline 0.9%, Well Below Lowest Estimate; About that "Know Before You Owe" Theory
Key Funding Source for Miners Is Depleted
12 Reasons Why One Advisor Is Betting Treasurys, Not Stocks, Is The Investment Of 2016
The Trouble With Sovereign-Wealth Funds
Extreme Oil Bears Bet on $25, $20 and Even $15 a Barrel in 2016
Fed Hikes, but Some Rates Veer Lower
Crude Oil Still Searching For A Bottom As Record Inventories Threaten Storage Capacity
Drybulk Shippers Could Feel Pain For Several More Years
The Mystery of Missing Inflation Weighs on Fed Rate Move
Italy Needs a Cure for Its Bad-Debt Headache
Truck Rates Plunge; What About Actual Shipping Volumes? Strong Case for Pending Recession
Global Trade Confirmations; Economy As Finance
Corporate Loan Charge-Offs and Delinquencies Surge
Should Anyone Be Eligible for Student Loans?
Second Strong Payroll Number +211,000; December Rate Hike Assured
S&P downgrades raft of US banks
The Lull Before The Storm—–It’s Getting Narrow At The Top, Part 2
ECB to Test the Limits of Its Bond-Buying Program
November
Japan’s pension fund loses $64bn in third quarter
How Much Higher Could The U.S. Dollar Go?
USDA Forecasts 38% Fall in Farm Income
Deflationary Pressures Post-QE 3 Make Bonds Interesting Again For Income And Potential Capital Gains
Oil Patch Problems: Rigs Down 60%, Production Down 3%, $40-$50 Price Doesn't Work
Is This How the Next Global Financial Meltdown Will Unfold?
Permabulls Whistling Past The Grave
As stock buybacks reach historic levels, signs that corporate America is undermining itself
Quiet U.S. Ports Spark Slowdown Fears
Global Deflation Alert——Commodities Are Sounding An Alarm
Global oil glut highest in a decade as inventories soar
US Import/Export Prices Show Cross Border Deflationary Pressures
Retailers’ Full Shelves May Force Holiday Discounts
The October Jobs Report——Not Awesome, Just More Of The Same BLS Con
Exclusive: ECB rate setters converge on December deposit rate cut
Robots Will Change World Beyond Recognition Says BoA
ArcelorMittal Is Latest Victim of China's Steel-Export Glut
Is Europe's Economy So Bad the ECB Will Run Out of Things to Buy?
This Time Is The Same——And Worse!
€238 Billion Nonperforming Loans at Spanish Banks Despite ECB's Helping Hand
October
Shell posts $7.4bn loss as crashing oil price and writedowns sink profits
The Debt Cycle And Rhymes Of Lehman Brothers
U.S. Companies Warn of Slowing Economy
Why Miners Keep Expanding, as Prices Collapse
Economics, The Art Of Deception Vs. Demographics, The Simple (Yet Ugly) Reality
US Economy – More Ominous Data Points
UK steel industry dealt 'shattering' blow as Caparo collapses and Tata poised to announce job losses
The World Hits Its Credit Limit, And The Debt Market Is Starting To Realize That
Wall Street’s Latest Bounce, Ostrich Economics At Work
Illinois To Delay Pension Payments Amid Budget Woes
Cutting Staff Pay to Keep Workers
The Number to Watch This Earnings Season
$3 trillion corporate credit crunch looms as debtors face day of reckoning, says IMF
HSBC's Major, Who Called 2014 Bond Rally, Cuts Yield Forecasts
One True Measure of Stagnation: Not in the Labor Force
Lashed To The Zero Bound- The Fed’s Ship Of Fools
Student Debt Squeezing Parents and Children Simultaneously
Eurozone Producer Prices Fall Sharply, Adding to ECB’s Concerns
Global Turmoil Saps U.S. Job Growth
September
ECB Will Boost QE By 120% To €2.4 Trillion, S&P Predicts
Energy Lending Caught in a Squeeze
Caterpillar Shocker: Industrial Bellweather To Fire Up to 10,000; Slashes Revenue Outlook
Falling China Factory Gauge Rattles Hopes for Second-Half Growth
Why Has Labor's Share of GDP Declined for 40 Years?
Central Banks’ Lesson: Easy Money Alone Isn’t a Growth Salve
Future Expectations Made Six Months Ago vs. Today's Reality
Retail Sales: Observation And Fantasy
The Next Financial Crisis Won't be Like the Last One
Worries Rise Over Global Trade Slump
US interest rate rise could trigger global debt crisis
Apocalypse Illinois: IOUs Projected to Hit $10.5 Billion, $163 Billion Total Accumulated Liabilities
CME Fedwatch and Bloomberg Rate Hike Odds Still Wrong; Deflationary Bust Coming
$20 Oil? Goldman Says It's Possible
China’s Shift Away From Industry Drains Life From a Steel Town
Why China Liquidations May Not Spike US Treasury Yields
Canada in Recession with Two Consecutive Quarters of Negative Growth
China: Doomed If You Do, Doomed If You Don't
South Korea exports plunge 14.7%
August
Yield Spreads: This Selloff Is For Real
Emerging Markets Hit Hard as Global Rout Continues
China Shares Wipe Out All Gains This Year
OPEC powerless to halt oil price slide, warns former group president
Deere Rocked By Bursting Of U.S. Farmland Bubble: Sales Miss, Profit Tumbles, Forecast Cut
U.S. Lacks Ammo for Next Economic Crisis
Glencore CEO: China Is a Lot Weaker Than Anyone Expected
Welcome To The Revenue Recession
Total U.S. Auto Lending Surpasses $1 Trillion for First Time
Europe’s Low Yields Are Here to Stay as Inflation Outlook Turns
CNBC’s Alfred E. Neuman Luncheon Club—–Beyond Clueless
China’s Yuan Move Highlights Importance of Exchange Rates for Policy Makers
Truckers Gain an Automated Assist
China's Exports Plunge 8% in July; Spotlight on US Trade Imbalance With China
Despite Glut of Oil, Energy Firms Struggle to Turn Off the Tap
Indebted Portugal is still the problem child of the eurozone
IBM gives Watson supercomputer the ability to 'see'
Still Chop, Chop, Choppin’ At The Fed’s Front Door
IMF’s Currency Reservations Send China’s Yuan Lower
The 2015 Untrustworthies Report-Why Social Security Could Be Bankrupt In 12 Years
Wage Growth Accelerating? By How Much? Total Compensation and the Obamacare Effect
July
U.S. Economy Picks Up, but Stays In Its Rut
U.S. Labor Costs Rise at Slowest Pace in Three Decades
China sets up first unmanned factory; all processes are operated by robots
Shell to Cut 6,500 Jobs as Prolonged Market Downturn Looms
Deflation Is Winning – Beware!
Will the Oil Patch Bust Trigger Recession?
Presenting America's $900 Billion Auto Loan Bubble In 6 Charts
Commodities crash could turn Australia into a new Greece
China Unleashes $483 Billion to Stem the Market Rout
Greece and the Problem of Correcting Trade/Productivity Imbalances
IMF Warns Eurozone That Greece Needs Far More Debt Relief
Snow In The Summer Confirmed - Retail Sales Tumble Most Since February
Humiliation; Arrogance; Crucifixion; Demolition of Eurozone Project
IMF Sees 2015 Global Economic Growth at Weakest Rate Since Financial Crisis
Microsoft to Cut 7,800 Jobs Amid Phone Woes
China’s Troubles Hit Commodities
Ragin' Contagion: When Debtors Go Broke, So Do Mercantilist Exporters
If Greece Goes, Political Contagion Is the Bigger Risk in Europe
How Chinese Stocks Fell to Earth
Europe has suffered a reputational catastrophe in Greece
In Unprecedented Development, Lenders Now Take Record Losses On Every Used Car Loan
June
The world is defenceless against the next financial crisis, warns BIS
China Struggles to Balance Volatile Markets
El-Erian Sees 85% Grexit Odds as ‘Massive’ Contraction Looms
There’s Something Wrong With The World Today and It’s 1995
The Most Common Job in 29 States to Nearly Vanish in 10 Years; Know What That Job Is?
Biggest Glut in Recorded Crude-Oil History Taking Shape
Greece Played Germany Like a Violin; Horrified Syriza Demands 'Icelandic' Default
What's the Real Unemployment Rate in the U.S.?
Hidden Hero of Stock Bull Market No Match for Higher Rates
"Last Try" in Greece Before Capital Controls: Then What? Best Case Scenario for Greece
EU preparing for 'state of emergency' after Greek talks collapse
Global Cooling Alert: US IS Awash In Glut Of Scrap Materials
Far More Than Usual Assumptions
C-Suite Gamblers–The Real ‘Dumb Money’ Inflating The Bubble
U.S. Workers Ask: Where’s My Raise?
Glut of Chinese Goods Pinches Global Economy
What’s Pumping The Stock Bubble- $4.2 Trillion In Corporate Bond Issuance In Last 3 Years
Easy Access to Money Keeps U.S. Oil Pumping
MAY
Iron Ore Forecast Cut 32% by Citigroup as Goldman Predicts Peak
S&P 500 Earnings Down 13%, Second Consecutive Quarterly Decline
"We're Living In A Make-Believe World" Biderman Warns "A Global Recession Is Inevitable"
Global Cooling Alert: China Steel Prices Drop To 12-Year Low
See No Evil: What We Chose to Ignore in the April Jobs Report
Calpers Wins Pension Lawsuit, Not Good News for Chicago
Payroll Friday Bubblevision’s Live Action Romper Room
Greece Effectively Defaults To IMF Using SDR Reserves To "Repay" Fund
Congratulations, Class of 2015. You’re the Most Indebted Ever (For Now)
Bank Reserves and Loans: The Fed is Pushing On a String
Fed’s Yellen: Stock Valuations ‘Generally Are Quite High’
Five Years After First Bailout, Greece Back on the Brink
India’s Debt Pile Up Complicates Growth Plans
China Shipbuilding Sector Set to Contract
IMF to Brighten View of China's Yuan
Elon Musk Unveils Line of Home and Industrial Battery Packs
In Labor vs. Capital, Workers Gain a Slight Edge
April
Real Q1 GDP 0.2% vs. Consensus 1.0%; Disaster in the Details
Delivered By Amazon In Less Than An Hour- More Mania!
Chicago Schools Haunted by Bankruptcy Chatter
Global Glut Challenges Policy Makers
Procter & Gamble Hurt by Strong Dollar
Oil Companies Are Getting a Second Chance in the Bond Market
China Has a Massive Debt Problem
China Suffers First Default by State-Owned Company
Morgan Stanley Strikes Wrong Profit Chord
Chicago Schools Out of Cash in 30 Days,Rauner Ponders Bankruptcy
Caveat creditor as IMF chiefs mull unpayable debts
Oil Rich Nations Are Selling Off Their Petrodollar Assets at Record Pace
Oil Layoffs Hit 100,000 and Counting
Credit Crunch Underway: Can Recession Be Far Behind?
Stan Druckenmiller's "Horrific Sense" Of Deja Vu:
Exhausted world stuck in permanent stagnation warns IMF
Emerging markets: The great unravelling
Central Banking's Verbal Jujitsu
The Incredible Shrinking Earnings Forecast
Reckoning Arrives for Cash Strapped Oil Firms Amid Bank Squeeze
MarcH
Spain Meets Deficit Target for First Time Since 2008
Japan's Zero Inflation a Setback for Abenomics
Stuck With a House That Can't Be Sold
GDP Projections Drop Yet Again, Still Too High
Why Yellen & The Feds Are Bubble Blind—They Apparently Believe Wall Street’s EPS Scam
Global finance faces $9 trillion stress test as dollar soars
Why The Dollar Is Rising As The Global Monetary Bubble Craters
Weaker Euro Ripples Around World
Oil Price Pressured by Growing Inventories
Are Currency Wars Looming in Asia
Negative German Bond Yields Foretelling A Euro Currency Bust
Recession's Impact Lingers for Many States
The Global Dollar Funding Shortage Is Back With A Vengeance And "This Time It's Different"
The Earnings Recession Of 2015: Stock Market In Danger?
Liquidity evaporates in China as 'fiscal cliff' nears
Eurozone faces first regional bankruptcy as debt debacle stalks Austria's Carinthia
Inflation in Developed Economies Halved in January, OECD Says
Illinois Pension Plans 39% Funded; Taxpayers on the Hook for $105 Billion in Liabilities
FEBRUARY
Forecasting China's Oil Buying Grows Harder
J.P. Morgan to Charge Large Institutional Customers for Some Deposits
HSBC's Problems Mount as it Lowers Targets, Profit Falls
Pressure Builds to Weaken the Yuan
FORTESCUE CUTS PAYOUTS AS PROFITS COLLAPSE
The global financial system stands on the brink of second credit crisis
Europe’s Greek Showdown: The Sum Of All Statist Errors
Albert Edwards' On The Next Shoe To Drop
China's Monumental Debt Tap Why It Will Rock The Global Economy
Persistent Fed Overoptimism About Economic Growth
Exxon's Profit Drops 21% As Production Declines
What 'Escape Velocity'- The Q4 GDP Report Was Not "Solid"
January
Syriza Victory in Greek Election Roils European Debate Over Austerity
Deflation Bonanza! And the Fool's Mission to Stop It
IBM Gives Disappointing Forecast
Endgame for Central Bankers Says Saxo Bank CIO
How Spending Sapped the Global Recovery
Bill Gross January 2015 Outlook
U.S. Retail Sales fall 0.9% in December
China's Iron Ore Inventories Post Biggest Decline in Two Years
Bank of America Warns of Lethal Damage to China's Financial System as Deflation Depends
Car Loans See Rise in Missed Payments
Eurozone Consumer Prices Fall for First Time in Five Years
Deep Debt Keeps Oil Firms Pumping
U.S. Government Bonds Strengthen on Global Uncertainty