Unanswered Questions

Politics

France’s President May Have a Tough Time Selling His G-20 Goals (NYT)

Economy

ECB rules out double dip (FT)
European Central Bank Optimistic About Economy (NYT)
Strong Yen Helps to Fuel Germany’s Export Boom (NYT)

Markets

Harrisburg Expects to Miss a Bond Payment (NYT)

Companies

Swatch suit ratchets up UBS dispute (NYT)
HP set to acquire 3Par as Dell pulls out (NYT)
Burger King approves $4bn 3G Capital bid (NYT)

Politics

Mission over but no claim of victory (NYT)

Economy

Sweden Raises Benchmark Rate to 0.75% Amid Recovery (Bloomberg)
Monetary Fund Warns G-7 on Debt Levels (NYT)
Data Show China Growth Merely Moderating (NYT)

Markets

Markets cheered by US and China data (NYT)

Companies

Sales Fell in August for Carmakers (NYT)
Burger King Has Suitors From Brazil (NYT)

Politics

Why Wall St. Is Deserting Obama (NYT)
US cold war airbase to be ‘Top Gun’ schol (FT)

Economy

Japan Plans New Steps to Curb Yen (NYT)

Markets

Obstacles loom for S Korea’s bull run (FT)
Companies Race to Develop Drugs to Reduce Blood-Clotting Problems (NYT)
Hugo Boss looks at rivals for fast track to higher sales (FT)
Intel buys Infineon’s wireless chip unit for $1.4bn (FT)

Politics

Jackson Hole struggles to shed mood of angst (FT)

Economy

ECB to extend emergency bank aid (FT)
Investors braced for week of key data (FT)

Markets

Japan Eases Monetary Policy to Combat Yen’s Rise (NYT)

Companies

Google plans pay-per-view movies (FT) Can Porsche Shine at Volkswagen? (NYT)

Politics

Big Surprise: Troubled Assets Garner Rewards (NYT)

Economy

Slowdown in US credit card losses (FT) I think this is good news. Your first consolidate your finances and then go on shopping again. People not defaulting on credit cards anymore means the next paycheck will go towards shopping instead of paying down the credit card.

Markets

Spanish credit fears ease (FT)
US mortgage rates reach record low (FT)

Companies

Banks sell switch to renminbi payments for trade with China (FT)
3Par quick to accept sweetened Dell offer (FT)

Money Flow

Fund Flows Show an Enormous Panic (Business Insider)
Bond funds gain — stock funds lose (Fundmastery, MarketWatch)
Bond Funds Gain Cash Like Stocks in Dot-Com Era: Credit Markets (Bloomberg)
In Striking Shift, Small Investors Flee Stock Market (NYT)
It’s Not a Flight to Safety, It’s a Cash-Out (Reformed Broker)

Bond Bubble

Bankers Pitch 100-Year Bonds (WSJ) Is this not a buble if you can get away with 100-year maturity?
100-Year Bonds — Sign of Trouble? (Marketbeat, WSJ)
Time for US Treasury Consols? (Crossing Wall Street)
>Bonds Not Ready to Bust (Minyanville)
Just say no to bonds (Ultimi Barbarorum) Ok, these views are clearly extreme. But it would be a good idea if one would download the balance sheet, income statement, and cash flow data for each issuer he buys a bond from.
Bond Bulls Beware (The Source, WSJ)
Will bond rush boost stocks? (StreetSweep, Fortune)

Other

Bernanke Must Raise Benchmark Rate 2 Points, Rajan Says (Bloomberg) Raghuram Rajan – a Chicago Booth profesor – he’s very clever, detached from ideological fights of Western civilization, and his ideas make a lot of sense. He argues we need to find innovative creative ways of employing people instead of stimulating more of the old style economy where careless consumption in US pulls global growth.

Rethinking Gold: What if It Isn’t a Commodity After All? (WSJ) To sum up, gold is inveresely correlated with the U.S. dollar, and uncorrelated with inflation.
The ‘burgernomics’ of yen appreciation (FT Alphaville)
Dividend Stocks for a Tough Investing Enviornment (Pragmatic Capitalism)

Politics

Germany Plans Limits on Facebook Use in Hiring (NYT)
Tensions rise over France’s gypsy policy (FT)  
Tea Party makes life tough for Republicans (FT)

Economy

Germans at most upbeat for three years (FT)

Companies

Dubai World plans $19bn asset sale (FT)
Google Is Offering Phone Calls via Gmail (NYT)
US burger chains beef up products in bid to revive tasty profit margins (FT)
Dell to ratchet up its bid in battle for 3Par (FT)

Politics

IMF talks move boosts Hungary (FT)

Economy

Yen surge renews recession fear (FT)
India central bank warns on balance of payments (FT)
US housing activity hits 15-year low (FT)

Markets

Market jitters over growth (FT)
2-Year Note Yield Hits Record Low (NYT)

Politics

Expulsion of Roma Raises Questions in France (NYT)

Economy

German economic growth set to hit 3% (FT)
Oil demand dynamics shifting as emerging economies’ needs grow (FT)
Greece to receive further €9bn of EU loans (FT)

Companies

Intel to purchase McAfee for $7.7bn (FT)
Holcim wary over economic Outlook (FT)

Politics

Defence chief urges end to German conscription (FT) Univision plea to boost US immigration (FT)

Economy

Eurozone austerity takes toll on growth (FT)
Freight rates at their highest for two months (FT)

Markets

Noda Says Recent Currency Moves ‘Clearly’ One Sided (Bloomberg BusinessWeek)

Companies

H.P.’s Bidding War With Dell Underscores the Demand for Data Storage (NYT)
Potash in talks to block BHP (FT) We are clearly seeing a pickup in M&A activity. Money can be made by identifying the targets or by M&A arbitrage.

Wealth Management

UBS on the starting grid as Formula One sponsor (FT)