Links

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April 21 Links: Rebound and budget

DE Again Up: gold, metals, energy Rocket: Aussie , new new record Down: ore, $US Mixed: grains Analysis Reuters Angola to offer sovereign bonds Bloomberg Euro economists expect Greek default Reuters Euro Chamber of Commerce unhappy with China Telegraph UK France/Italy to send troops to Libya BBC , but only for “advice” There is a war of a different kind at Qantas

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April 20 links: Full faith and credit

Up: grains, gold, metals, energy. Flat: Aussie Down: ore, $US. Greek two-year higher still. Bloomberg Contagion: Portugal, Spain, Italy, Belgium Hurdles to Greek restructuring. Alphaville S&P negative watch smackdown. Naked Capitalism Asia backs US debt. Reuters American housing on the nose. Bloomberg, Calculated Risk QE 2.5. Bloomberg We need SWF. WSJ Tough Budget. SMH These cuts only mean one thing, they projected too much growth

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April 19 links: Sovereign default

Rockets: $US, grains. Up: gold. Down: ore, metals, energy, Aussie. S&P puts US on downgrade watch. FT No more QE. FT Cutting the US deficit. Calculated Risk US bond volatility. Alphaville Richard Koo on the absurdity of the downgrade. Money Game Greek two-year goes parabolic. Bloomberg Contagion: Portugal, Spain, Italy, Belgium The toxic route to fiscal union. FT Chinese inflation. NYT Fixing prices.

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April 18 Links: Changing course

You’re still with DE Week ahead for the DOW Calculated Risk IMF now says Greek debt is unsustainable WSJ  Greece says there is no plan Reuters Germany seems to have other ideas TheAge Some more analysis NakedCap G20 frets TheOz China to tighten again Bloomberg Europe next Bloomberg US deficit wars Reuters World bank warns of crisis BBC

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Weekend Links: Budget crumble

DE here. Charts: Gold, Silver up and Platinum flat Oil up. Bloomberg Copper down Aussie still up, when will it end !! Ore Down Grains Mixed Greece to default? Bloomberg as I said yesterday “Whatever the German guy said” And yet another great Euro austerity story – Ireland with a Moody’s downgrade WSJ NATO quibbling over

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Links 15 April: Ups and downs

DE here. Charts: Gold, Silver and Platinum all Up Oil Up. Bloomberg More Shiny stuff Up metals Aussie Up ore Up too grains Down. US jobless claims up Calculated Risk Goldman Sachs Misled Congress After Duping Clients Bloomberg More Greek restructure talk Reuters here is why Chart If the German guy said it, then it is going to happen Reuters Japanese PM

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April 14 Links: Flat

DE still here, but these 5am starts are killin’ me 🙂 Charts: Gold, Silver and Platinum all Flat Oil Up. Bloomberg More Shiny stuff flat metals Aussie Up ore Flat too grains mixed. Obama announces his version of Austerity Bloomberg US economy slowy improving Bloomberg But still no one wants a house JPMorgan Up on “book fiddling” but signs of

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April 13 Links: Stalling and repeating

DE still Charts: Gold, Silver and Platinum all down again Oil down too . Bloomberg More Shiny stuff  down metals Aussie down , but only a little ore down too grains as well. Here is the daily analysis of why Bloomberg Goldman talked down gold Stuff NZ Fukashina becoming Chernobyl? reuters No says IAEA Kyodo News Alcoa sees

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April 12 Links: Falling and shaking

DE again. Charts: Gold, Silver and Platinum all down Oil down. Some Analysis Bloomberg Is Copper about to tank? WSJ Down metals, Aussie. UP: ore Mixed: grains. UN didn’t muck around in Ivory Coast SMH Greece will need more money Bloomberg.  Wow what a suprise! Some more Euro Analysis Telegraph UK The shaking continues in Japan Japan Times And so does the

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April 11 Links: Plans gone astray

You’re still with DE Week ahead for the DOW Calculated Risk PIMCO goes even more cash Zero Hedge Icelanders say No Again WSJ Europe sues SMH Troika in Portugal with a new “plan” News.com.au. I am sure I have seen that plan somewhere else Europes banks stampede for capital The economist UN all in at Ivory Coast 

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Weekend Links with DE

While H&H is away I get to play 🙂 Anything you can dig up is UP: ore, metals.  I was going to buy silver when it was $US15 Silverprice Doh ! Copper can’t stop forexyard Moonlanding with the Aussie. Mostly Up: grains.  US Congress play chicken CNN Ivory Coast boils BBC Japan won’t stop shaking BBC Hiding the nuke

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April 8 links: Commodity peak

Dear reader, I’ll being going off grid for the next week. Links will be still be available, compiled by Delusional Economics. I’ll still be posting but probably not in the morning’s. Back soon. David Rockets: ore, metals, energy. Up: Aussie. Down: grains. Flat: $US Commodity inflation hitting US expectations. Bloomberg Core Logic registers new plunge in US housing. Calculated Risk These are

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March 7 links: A QE timeline

Rockets: ore, metals, Aussie. Mixed: grains. Flat: energy. Down: $US A QE timeline. Calculated Risk Must read QE and commodities. Alphaville QE and commodities II. Alphaville More hawkish rhetoric. Tim Duy The US natural gas boon. Carpe Diem Global economy slowing. PragCap Waiting for the great rebalancing. Martin Wolf Maiden wakes up. SMH Port Douglas fire sale. The Oz Ore market dynamics. Reuters

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April 6 links: No dice

Rockets: metals. Mixed: grains. Flat: energy, ore. Down: Aussie, $US. Foreigners snapping up Treasuries. Bloomberg Basel III way too soft. Economics Intelligence (h/t Naked Capitalism) No early exit from QE2. Calculated Risk, Tim Duy No inflation says Bernanke. Bloomberg CDOs are back. WSJ Services ISM peaks. Calculated Risk Fukushima radiation off the charts. NHK China raises interest rates again. Bloomberg

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March 5 links: The lucky country

Rockets: grains. Up: energy, metals. Flat: $US, ore. Down: Aussie. Former spook schools CNN on Libya. Zero Hedge Must watch video Rebels sell first oil. Reuters US flips in Yemen. Telegrpah Climate change sceptic flips. Paul Krugman Greenspan is a fox. Peter Hartcher Barney Frank responds. FT Shouldn’t have. Shoulda let Greenspan hang himself. Regulating shadow banking. The Money View

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April 4 links: Oil high

Week ahead for the DOW. Calculated Risk Fukushima radiation. NYT Is the EU planning to invade Libya? Zero Hedge IMF wants Greek default. Reuters US/Saudi swapped Libya and Bahrain. Asia Times Told ya. The end of QE2. Alphaville America’s slow turnaround. The Economist What would the CPI look like if it included houses? Floyd Norris

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Weekend Reading: The mutt opens an eye

Rockets: energy, ore. Up: Aussie. Mixed: grains. Flat: $US Down: metals. Oil speculation. Daily Finance (h/t Naked Capitalism) The Mellon doctrine. Paul Krugman America’s the April Fool. Henry Blodget US ISM strong, BIS solid. Calculated Risk Jobs recovery path. Zero Hedge Syria, Yemen protests. Give them Bancor. Joseph Stiglitz IEA courts Chinese oil. FT Chinese shadow banking. FT China PMI accelerates. Bloomberg No slowing

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April Fool’s Day links: Risks return

Rockets: grains, energy, ore. Up: Aussie, metals. Down:  $US Ireland 10 year, 2 year Another 24 billion for Irish banks. Reuters The road to default in Europe. BBC Fallout from Irish default. Bloomberg Radiation keeps coming. Reuters Japan PMI smacked. FT Long war. FT Regional Fed surveys on fire. Calculated Risk WalMart inflation alert. Zero Hedge Higher grain prices ahead. WSJ Now, actually. FT

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March 31 links: Miracle restored

Up: Aussie, ore, metals. Flat:  $US Down: grains, energy. Fukushima may be re-critical. Zero Hedge The wondrous new Libyan democracy. FT Give us a break. Saudi versus Libyan crude. Alphaville America liquidating housing. Chris Whalen Where the bailout went wrong. NYT ADP 200k. Calculated Risk Fed needs a comms strategy. Tim Duy And how. Treasury’s will survive Fed exit. Gavyn Davies

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March 30 links: Rolling on

Up: Aussie, ore, grains, energy. Flat:  $US, metals. Libya’s future. FT Yemen. Reuters Syrian government resigns. FT QE2 will run its course. Tim Duy US real house prices. Calculated Risk Covered bonds headed for Level 1 liquidity status. Alphaville Yang Hengjun goes missing. FT, John Garnaut We sell them dirt but throw in bloggers. Oil risk is upside. PragCap Groundhog Day

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March 29 links: Trouble in paradise

Up: Aussie, ore. Flat:  $US, grains. Whacked: energy. Double top on the CRB? Radioactive pool found. NYT, Kyodo News Latest Japanese supply chain decoupling. Zero Hedge Is intervention right in Libya? Guardian. (h/t Naked Capitalism) Syria won’t fall. Roger Shanahan Portugese yields hit record. Bloomberg The Bernanke oil shock paper. Zero Hedge The GFC trade collapse. Alphaville China’s huge copper

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March 28 links: Dollar dazzler

Rebels move west. Bloomberg Mission Accomplished. Barack Obama Ugly radiation. Zero Hedge Ireland going for haircuts. Reuters UK folk going for broke. FT Week ahead for the DOW. Calculated Risk Bullard swings to QE2 end. Bloomberg Uber-hawks now control Fed. Jack Barnes Wartering down Dodd-Frank. NYT Corrupting covered bonds. FT ASIC shrinking. SMH Dollar to

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Weekend Reading: Two-pace, two-face, too much

Rockets: $US, Aussie. Flat:  Metals, energy, grains. Fukushima bleeding. New Scientist Not over. BusinessWeek Why I now love nuclear. George Monbiot Now Syria. FT Bahrain simmers. FT Endgame chimera. Paul McGeogh Oil to stay high. Credit Writedowns Is Spain next? WSJ IMF loosens the purse strings. Zero Hedge The RBA is very happy. The Source The FED’s lovely

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March 25 Links: Tax flack

Rockets: Aussie, grains. Up:  Ore. Flat:  $US, metals, energy. Struggle at Fukushima goes on. Bloomberg Toyota, Honda extend shut downs. Detroit Free Press Portugese debt. Alphaville, Bloomberg Suppressing Tripoli. FT Sorry, can’t buy the rebels oil. Alphaville MENA crisis and Egypt stocks. Money Game Good, bad US data. Bloomberg Trashing the inflation panic. Tim Duy Era of cheap China

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March 24 Links: Radioactive quagmire

Tokyo babies can’t drink its water. Bloomberg Other bad signs. Zero Hedge The quagmire beckons in Libya. Bloomberg PIIGS 10 year yields out again: Ireland, Portugal, Greece. But Spain, Italy, Belgium in. Bounce: $US, Ore, metals . Up: Aussie, energy. Ease: grains. US new home sales at record low. Calculated Risk Why PIMCO sold Treasurys. Zero Hedge BRICS slowing. Gavyn Davies Housing market healthy: ANZ. The Age

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Links March 23: Uncertainty everywhere

US evacuating base south of Tokyo on radiation. CNN Radioactive rain. Zero Hedge Japan supply damage bad. Alphaville Portugal wants default. FT The Fins now want to stuff Europe. FT PIIGS 10 year yields: Ireland, Portugal, Greece, Spain, Italy, Belgium. Pressure on 2 years as well. Flat: $US, Ore, metals, grains. Up: Aussie, energy. OPEC wants stable oil, at $120. Reuters Civil war in Yemen. WSJ

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Links March 22: War rally

Long war. FT Yemen at the brink. FT Bahrain polarising. Mother Jones, WSJ New low: $US. Down: Ore. Flat:  futures for metals, grains. Up: Aussie, energy. Radiation falling. LA Times More food radiation. NYT Japan’s knock-on effects worse than thought. Money Game, The Oz Imagine that? El Erian, QE3 hurdle will be very high. Beyondbrics. Yeh, about as high as 1100 on

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Links March 21: Extrapolations

Japan’s severe industrial fallout. Bloomberg Japan’s food fallout. FT, WSJ Japan and commodity fallout. Reuters Japan and local growth. Huy McKay More on the supply chain. Calculated Risk The Libyan war. George Friedman Where are the Arabs? FT All over the place. AFP, Zero Hedge Nobody knows where this is going. The Interpreter Iran calls for

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Weekend reading: Crisis drags on

Crisis deepening. NYT Or stabilising. FT Winds to swing towards Tokyo. Bloomberg More radiation released than truth. Zero Hedge Japanese damage. NYT Fukushima described in 1976. Time Japan and local growth. Ian Verrender, Rowan Callick, Michael Stutchbury. Yawn. You read it here days ago. Libyan ceasefire, or not. CNBC Too late to help Libya. Max Hastings

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Links March 18: Worse than thought

Cooling spent rods to take weeks. FT Japan shuts supply chain. NYT Canberra panics late. The Age Japan and the global economy. FT Japan’s damaged ports to hit bulk commodities. The Oz Action in Libya suddenly possible. FT Was it my article that changed Obama’s mind? 😉 Gaddafi threatens everything in response. Reuters Weak: Aussie, $US. Flat:  Ore. Up