*** Bond Vigilantes: Why you shouldn’t just read the headlines on US unemployment ***
*** FT Alphaville: About that last bastion of health in Europe ***
*** FT Alphaville: Five steps to financial crisis ***
*** An American Perspective from China: NPR and CNN: More On Europe and China ***
*** The Big Picture: QOTD: Chanos on Europe, China ***
*** The Big Picture: Are Italian Yields Once Again At The Tipping Point? ***
*** The Big Picture: A Short NFP Q&A ***

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*** FT Alphaville: ECB cuts rates 25bps ***
*** FT Alphaville: Isda has a bone to pick with you (and so can we!) ***
*** FT Alphaville: FOMC statement, 2 November 2011 ***
*** The Big Picture: FOMC Statement – Changes Versus Last Month ***
*** Econbrowser: Exports in the Recovery ***

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*** BeyondBRICs: Andy Xie: China shouldn’t aid eurozone ***
*** BeyondBRICs: Guangzhou: prime land auction flops ***
*** FT Alphaville: What is going on in Italian T-bills? ***
*** FT Alphaville: Eurozone PMIs – Feeling gloomy ***
*** PIMCO: Pennies from Heaven ***
*** Advisor Perspectives: ECRI Recession Watch: Growth Index Virtually Unchanged ***
*** Bloomberg: Greece Will Eventually Leave Euro, Rogoff Says ***
*** New York Magazine: Kim Kardashian Is a Smart Investor ***

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*** The Tell: Top 10 greetings on Hu Jintao’s voice mail – Must read! ***
*** Gavyn Davies: EMU summit leaves €1,000 billion to be raised ***
*** FT Alphaville: Greek lessons from John Major, Latvia and Ireland ***
*** FT Alphaville: Who can (or cannot) cut it ***
*** Macro Man: RIP DM Sovereign CDS (2006-2011) ***
*** The Big Picture: Is Amazon the Latest Victim of Apple? ***
*** The Economist: Hard times ***

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*** The Big Picture: Is the Worst of the Bear Market Behind Us? ***
*** FT BeyondBRICs: No help soon for China’s developers ***
*** FT BeyondBRICs: China: Just how fine a tuning? ***
*** FT Alphaville: Cheap China ***
*** Macro Man: The Euro Summit Schedule (maybe). ***

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*** The Big Picture: A Tale of 2 Seasonal Investors ***
*** The Big Picture: Deja Vu? Acuthan of ECRI on 4/2/08 when stocks were shooting up after recession call ***
*** The Big Picture: Felix Zulauf: The Die is Cast ***
*** The Big Picture: The Tragedy of Steve Jobs ***
*** FT Alphaville: China GDP forecasts and net exports ***
*** FT Alphaville: WTI is no longer a burden to passive investors ***
*** FT Alphaville: Bullish bears and the worst-case scenario ***
*** FT BeyondBRICs: Roubini: Goodbye China, hello Indonesia ***

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*** FT Alphaville: A tale of two PMIs ***
*** FT Alphaville: US in possible downgrade encore shock ***
*** Gavyn Davies: Great Recession may cost US economy $5,900 billions ***
*** The Big Picture: Repairing Infrastructure Can Help Economy ***
*** The Big Picture: Dropbox startup lessons learned 2011 ***
*** The New York Times: It’s All Connected: A Spectator’s Guide to the Euro Crisis ***

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*** The Big Picture: Tactical Shift in Portfolios: Reducing Cash ***
*** The Big Picture: Europe’s Undercapitalized Banks ***
*** The Big Picture: First Look At US Pay Data, It’s Awful ***
*** Calculated Risk: Builders to deliver record low number of housing units in 2011 ***
*** FT Alphaville: Albert Edwards: Hold on for a hard landing in China ***

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*** FT Alphaville: [Explaining backwardation] The curious case of super-backwardation ***
*** FT Alphaville: [Explaining backwardation] Are index funds the new swing producers? ***
*** FT Alphaville: [Explaining backwardation] The WTI-Brent anomaly ***
*** FT Alphaville: EFSF as bond-buyer (and repo monster) ***
*** FT Alphaville: Steeling for more commodities volatility ***
*** The Big Picture: Understanding Federal Debt & Presidential Budgets, Fiscal Year Edition ***

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*** FT BeyondBRICs: China: the case of the missing inflation ***
*** FT Alphaville: Are ETFs responsible for short-covering rallies? ***
*** Deal Journal: Goldman Sachs Hedges Its Way to Less Volatile Earnings ***
*** Wall Street Journal: Apple Loses Some of Its Shine ***

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*** FT BeyondBRICs: China: slowing, but slowly ***
*** FT Alphaville: Goldmaarghn ***
*** FT Alphaville: Bank of America results: DOA or DVA? ***
*** FT Alphaville: European bank compensation, comparing apples to oranges ***
*** FT Alphaville: UK banks and recession ***
*** Infectious Greed: Tracking the Great Canadian Real Estate Bubble ***
*** China Digital Times: China’s New Unofficial Currency: Panbi（潘币 ***

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September University of Michigan Consumer Sentiment preliminary reading was reported at 57.5 vs. 60.2 consensus and 59.4 September reading.

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*** Macro Man: It depends on who you listen to ***
*** Calculated Risk: BLS: Job Openings “little changed” in August ***
*** The Big Picture: Debt Levels Alone Don’t Tell the Whole Story ***
*** The Big Picture: Natural Disasters in the United States, 1980 – 2011 ***
*** The Big Picture: Siri, Can You Hear Me? ***

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*** FT Alphaville: Where’s a good crisis when you need it? ***
*** FT Alphaville: We, concerned Europeans… ***
*** The Big Picture: Just as AAPL always beats, AA always misses ***
*** The Big Picture: Europe’s Stressed Out Banks ***
*** BBC News: Tax havens: Is the tide turning? ***
*** Calculated Risk: Jim the Realtor: “Market is a buzz” ***

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*** The Big Picture: First and Goal for Risk ***
*** Beyond BRICs: China: a bullish call in the gloom ***
*** Econbrowser: The World Close to Stall Speed ***
*** FT Alphaville: Taking the stress test to seven ***
*** FT Alphaville: It’s not prop trading, it’s ‘liquidity management’ ***
*** FT Alphaville: Suited, booted and UBS looted ***
*** FT Alphaville: Cocaine is to blame ***
*** The Slope of Hope: Church of the Sub-Genius ***

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