Thu 2009-07-30 00:00 EDT

Zero Hedge: The Exuberance Glut Or The Dollar-Euro Short Squeeze Race

-- David Roche ``the securitization of debt, and creation of derivatives amounted to a huge virtual printing press, primarily fueled by a massive increase in risk appetite which allowed for a huge expansion in the value of claims on financial assets and goods and services...the Fed has little to no control over this "printing press" at this point, which at last count was responsible for over 90% of the liquidity in the system''

Dollar-Euro Short Squeeze Race; Exuberance Glut; Zero Hedge.

The IRA Analyst Thu 2009-07-30 00:00 EDT

The Institutional Risk Analyst: Kabuki on the Potomac: Reforming Credit Default Swaps and OTC Derivatives

-- he Masters of the Universe who run the largest Wall Street firms of have learned not a thing when it comes to credit default swaps ("CDS") and other types of high-risk financial engineering. Indeed, not only are the largest derivative dealers fighting efforts to reform the CDS and other derivative instruments that caused the AIG fiasco, but regulators like the Federal Reserve Board and US Treasury are working with the banks to ensure that a small group of dealers increase their monopoly over the business of over-the-counter ("OTC") derivatives.''

Institutional Risk Analyst; IRA Analyst; Kabuki; OTC derivative; Potomac; Reforming Credit Default Swaps.

Tue 2009-06-16 00:00 EDT

naked capitalism: Guest Post: The Imminent Disinformation Schism

``naive, easily-manipulated, small-time mom and pop investors, who only care about looking at their daily yahoo finance screens and 401(k) statements...and the forward looking taxpayers, who see the upcoming budget deficit fiasco, the social security ponzi scheme, the Medicare/Medicaid debacle, the ridiculous underfunding in public and corporate pension funds, the rising city and state taxes, the shuttering factories, the rising unemployment, the plummeting American production base, the "seasonally" upward-adjusted economic data coupled with consistently downward revised prior economic releases, the increasing savings rate and the multi trillion discrepancy in consumer purchasing power.'' Time contributing author Douglas McIntyre declares end to 2008 banking crisis

Guest Post; Imminent Disinformation Schism; naked capitalism.

Tue 2009-06-16 00:00 EDT

naked capitalism: Capital One Reveals Big Increase in Credit Card Chargeoffs

capitalism; Credit card chargeoffs; naked capitalism; Reveals Big Increase.

The IRA Analyst Tue 2009-06-16 00:00 EDT

The Institutional Risk Analyst: Zombie Update; Pento on Bernanke's Permanently Expanded Balance Sheet

``This zombie dance party ain't over. No sir.'' Michael Pento: ``Bernanke will be hard-pressed to substantially raise rates to combat inflation once consumer and wholesale prices begin to significantly increase.''

Bernanke's Permanently Expanded Balance Sheet; Institutional Risk Analyst; IRA Analyst; Pento; Zombie Update.

Fri 2009-01-16 00:00 EST

Asia Times Online :: China News, China Business News, Taiwan and Hong Kong

China's inflation-free route from crisis, by Henry C. K. Liu; ``China produces from plants financed by foreign investment that operate with low domestic wages for foreign markets that pay with dollars that cannot be used in the domestic economy...China must finance plants with sovereign credit to produce for the domestic market where consumer purchasing power will come from high wages, with sovereign credit repaid from increased tax revenue from a vibrant domestic economy.''

Asia Times Online; China Business News; China News; Hong Kong; TAIWAN.

Thu 2009-01-15 00:00 EST

naked capitalism: Quelle Surprise! Banks Increase "Mark to Make-Believe" Assets to $610 Billion

610; assets; banks Increasingly; Make-Believe; marked; naked capitalism; Quelle Surprise.

Sun 2008-11-23 00:00 EST

Calculated Risk: Federal Reserve Assets Increase $139 Billion this Week

139; Calculated Risk; Federal Reserve Assets Increase; weekly.

Mon 2008-11-03 00:00 EST

naked capitalism: CDS Pricing in Increasing Treasury Default Risk

Paul Amery

CDS price; Increasing Treasury Default Risk; naked capitalism.

Sun 2008-08-24 00:00 EDT

Winter (Economic & Market) Watch >> Here They Go Again

Winter (Economic & Market) Watch >> Here They Go Again; many early subprime modifications failing; banks which ``moved early and aggressively to deal with this in terms of raising new capital, foreclosing instead of restructuring, and tightening down early on lax credit, may be the last people standing''; loss severity increasing; ``third quarter is going to be an unmitigated disaster for the financial sector'', ``foreign money will move in a big way to gobble up American assets''

economic; Go; Market; watch; winter.

Sat 2008-07-12 00:00 EDT

naked capitalism: Cost of Japan's Competitiveness: Increasing Poverty

cost; increases poverty; Japan's Competitiveness; naked capitalism.

Fri 2008-07-04 00:00 EDT

naked capitalism: World Bank: Biofuels Increased Food Prices 75%

Biofuels Increased Food Prices 75; naked capitalism; World Bank.

Mon 2008-06-30 00:00 EDT

Thomas Palley >> Demythologizing Central Bankers and the Great Moderation

abandoned commitment to full employment, asset price inflation and financial innovation, increased debt-financed spending; 2008-04-02

Demythologizing Central Bankers; great Moderation; Thomas Palley.

Wed 2008-06-25 00:00 EDT

naked capitalism: Are You Sure the Saudis Can't Pump More Oil?

OPEC threatened oil price increases in 2007 in response to western biofuels development

naked capitalism; Oil; pump; Saudi; sure.

Wed 2008-06-11 00:00 EDT

Winter (Economic & Market) Watch >> Decoys

Winter (Economic & Market) Watch >> Decoys; Fed faking rate increases to quell commodity bubble, dollar collapse?

decoys; economic; Market; watch; winter.

Fri 2008-06-06 00:00 EDT

naked capitalism: Should the Fed Be Independent?

Jeffrey Lacker; Fed "increasingly making resource allocation decisions which are political in nature and should arguably be debated and determined in that realm"

Fed; Independent; naked capitalism.