MUST READS World leaders meet with multiple crises on agenda – AP Islamic State crisis: New strikes near Syria-Turkey border – BBC A Month of Bombs Dropped in One Night of Strikes on Syria – Bloomberg Why ISIS Hasn’t Really Scared the Stock Market – Fisca Times Did Alibaba’s IPO signal a top in the stock market? – MarketWatch Yellen Warns on Market Calm Before ‘Considerable Time’ Up – Bloomberg Dudley Opens New Front for Fed Doves With Dollar Warning – Bloomberg Dollar Hollers – What does it say? – Market Anthropology Credit Warnings Starting To Penetrate – Alhambra Partners The Euro and Commodity Prices – Marc to Market Billionaires are hoarding more cash – CNN/Money The short-sighted US buyback boom – FT America Out of Whack – NY Times
MARKETS/INVESTING Stocks drift as divergent economic fates weighed – AP Draghi helps halt European stock sell-off – Reuters A Coming Winter of Investor Discontent – Real Clear Markets On The Market’s Central-Bank-Induced Bipolar Disease – Zero Hedge Here’s what will happen to stocks before and after rates rise – MarketWatch Gold steadies as dollar rally halts, wary ahead of US data – Reuters Gold: Why ‘golden’ is worse than ‘death’ when it comes to crosses – MarketWatch 50 tonne gold smuggled into India in 10 days, 30% reached Mumbai – Hindu Times What’s behind the current silver disconnect? – Mineweb Silver Loses its Shine – Syncubate Iron ore price below $80 – Mining.com
ECONOMY/WORLD/HOUSING/BANKING Inflation Watch as Fed Hawks Retire – Fox Business Markets and the economy: Losing momentum – Buttonwood ECRI recession call: unhappy three year anniverary – Bonddad Developing a Narrative: The Great Recession and Its Aftermath – NY Fed New U.S. tax rules chill ‘inversion’ deal-making; shares dive – Reuters German Business Confidence Drops for Fifth Month – Bloomberg Moscow’s ‘Mr. Yuan’ Builds China Link as Putin Tilts East – Bloomberg Subprime loans are making a comeback, and it’s a disaster – Vox After Mucking up Housing Market, Investors Flee – Wolf Street The Fed’s Credit Channel Is Broken And Its Bathtub Economics Has Failed – Contra Corner Explaining Why U.S. Rates Have Suddenly Gone Negative – WSJ Mathew D. Rose: “We Need A Banking evolution” – Naked Capitalism
