July 16, 2012: The Most Important Financial Links

  • Jeff Gundlach's Presentation On 'Financial Expressionism' and the Economy (Business Insider)
  • Citi: "The Market Will Form A 'Terminal' High" (Zero Hedge)
  • Deutsche Bank's David Bianco: The Next Big Move In Stocks Will Be Down (Business Insider)
  • Goldman Sees Another US Downgrade In 2013 (Zero Hedge)
  • Deciding The Fate Of The Euro- Goldman's Thomas Stolper (ZeroHedge)
  • Krugman Interview: The Government Has To Do More Deficit Spending To Avoid A Full-On Depression (but says "using the printing press to deal with the debt" is risky) (Business Insider)
  • Buffett Says Muni Bankruptcies Set To Climb As Stigma Lifts (Bloomberg)
  • Revisiting the debt ceiling - again [in September? See Bianco Research's Chart] (Sober Look)
  • Bond Squawk: QE3: Coming This September? (Pragmatic Capitalism)
  • BofA: QE3 Is Coming In September (Business Insider)
  • Howard Marks of Oaktree on European Crisis and Real Estate on Bloomberg (ValueWalk)
  • "Corn futures hit another record on Friday as the drought situation across the US becomes more dire." (Sober Look)
  • The rising credit risks in US student loans (Sober Look)
  • Rebounding US Oil Production: The Historical View (Gregor.us)
  • Wen Says China’s Economic Recovery Yet To Show Momentum (Bloomberg)
  • Woo of Beijing Royal School: China's Catastrophic Deleveraging Has Begun (Business Insider)
  • China’s Growth Slows To Three-Year Low Of 7.6% (Reuters)
  • Odds Are Macau Gambling Estimates Too High (Barron's)
  • Wells Fargo cuts Macau estimates (MacauBusiness)
  • U.S. Is Building Criminal Cases in Rate-Fixing (DealBook)
  • David Rosenberg of Gluskin Sheff On WealthTrack -he likes corporate bonds (Guru Focus)
  • David Rosenberg: "The Use Of Temps Is Outpacing Outright New Hirings By A 10-To-1 Ratio" (Zero Hedge)
  • Merkel sees German Parliament Backing Spanish Bank Aid (Reuters)
  • Court to Rule on Euro Measures on Sept. 12 (Spiegel Online)
  • Markel Majority Fades As Internal Revolt May Signal 'Referendum' (Zero Hedge)
  • Spain Uses State Lottery to Fund Regions as Its Bonds Slump (Businessweek)
  • Moody’s Cuts Pakistan Credit Rating Deeper Into Junk (Businessweek)
I'm looking at San Bernardino's bankruptcy in a separate post. There is interesting muni financial drama going on there.

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