*** The Big Picture: Market focusing on 1 sentence ***
*** FT Alphaville: FOMC minutes from the June 21-22 meeting ***
*** FT Alphaville: No, the ECB can’t prop up Italy ***
*** FT Alphaville: Italy… from a high yield perspective ***
*** FT Alphaville: Are USDA crop stats unreliable? ***
*** FT Alphaville: A change in Pimco strategy? ***
*** WSJ Market Beat: Swap Spreads Hit One-Year Peak ***
*** The Slope Of Hope: The Euro and the ES ***
*** Pragmatic Capitalism: Who bought all those bonds? ***
*** Pragmatic Capitalism: The economic debacle in 4 simple charts ***
*** The Money Illusion: A million millionaires ***
*** Wired: Kinect Hackers Are Changing the Future of Robotics ***

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*** FT Alphaville: The Italian panic — rationalisation del giorno ***
*** FT Alphaville: Doing the right thing in the eurozone ***
*** FT Alphaville: Is fiscal union the only answer? ***
*** FT Alphaville: How quickly things change, Italy edition ***
*** FT Alphaville: Hoping history doesn’t repeat itself, US GDP edition ***
*** FT Alphaville: If (when) China slows down ***
*** The Big Picture: Gold Cycle, Perodicity and Bollinger Bands ***
*** The Big Picture: QOTD: Jean-Claude Trichet Is Keyser Söze ***
*** Bloomberg: Profits Climb to 51-Year Mean as S&P 500 P/E at Crisis Level ***
*** The Economist: Rooms with a view ***
*** The Wall Street Journal: Google Makes Facebook Look Socially Awkward ***
*** The American Dream: China Wants To Construct A 50 Square Mile Self-Sustaining City South Of Boise, Idaho ***
*** BBC: Why do Americans die younger than Britons? ***

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*** FT Alphaville: What are gold fund outflows really saying? ***
*** FT Alphaville: China’s stagflation question ***
*** FT Alphaville: An awful June employment report: payrolls up 18,000… ***
*** The Big Picture: The rug isn’t big enough ***
*** The Big Picture: Organizational Charts In Major Tech ***

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*** The Big Picture: Lakshman Achuthan: Leading Indicators, Slowing Jobs Data ***
*** The Big Picture: Reporting Season Farce ***
*** The Big Picture: NPR: 150,000 Foreclosed Lawns to Mow ***
*** FT Alphaville: #ECBCollateral ***
*** FT Alphaville: Chart du jour, US long-term unemployment edition ***
*** FT Alphaville: Bahrain: the “most improved” sovereign ***
*** FT BeyondBRICs: Fund flows: steady as she goes ***
*** Macro Man: A Tale of Two Sh1tties ***
*** Bloomberg: Paulson’s Main Fund Lost 11% on Sino-Forest ***
*** The Slope Of Hope: Photo Essay On Impermanence ***

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*** FT Alphaville: Default as a state of normalcy ***
*** FT Alphaville: Trichet on rating requirement for Portugal: whatever, don’t worry about it ***
*** FT Alphaville: All going to plan. Argentina’s plan that is ***
*** FT Alphaville: Germany isn’t about exports anymore ***
*** The Financial Times: Sweden eyes Chinese lessons in schools ***
*** FT BeyondBRICs: Afghan iron ore: the Indian connection ***
*** The Big Picture:Insider Buying? Headlines vs S&P 500 Index ***
*** The Slope Of Hope: PO TW: Internet Abbreviations ***
*** Calculated Risk: Goldman’s Hatzius forecasts 125,000 payroll jobs added in June ***
*** The Wall Street Journal: Hedge Funds Lagged S&P 500 In June ***
*** The Wall Street Journal: Latest Twist in the Bonds, Drugs and Porn Litigation ***
*** The Telegraph: Monkey steals camera to snap himself ***

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*** Macro Man: Come the Resolution ***
*** FT Alphaville: China hikes interest rates by 25bps ***
*** FT Alphaville: European money market funds are hemorrhaging ***
*** FT BeyondBRICs: China: Temasek sale unnerves investors ***
*** Foreign Policy: Burnley: The new Mumbai? ***
*** Quora: What would make sense for Apple to use its $51+ billion in cash for a strategic acquisition? ***

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*** FT Alphaville: And the winning SPR bids are… ***
*** FT BeyondBRICs: China debt: Moody’s warning ***
*** The Telegraph: Unilever’s Polman hits out at City’s short-term culture ***
*** guardian.co.uk: The ‘cold rush’: industrialisation in the Arctic – interactive ***

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*** FT Alphaville: The French proposal, c’est un défaut sélectif, says S&P ***
*** FT Alphaville: Barclays and the VZZ implosion ***
*** FT Alphaville: Goldman’s on top of the Dodd-Frank talks ***
*** Macro Man: U-Turn or U-bend ***
*** The Big Picture: Happy Birthday, America, but it’s time to grow up. ***
*** The Big Picture: Is Crude Oil About to Collapse? ***
*** The Big Picture: Succinct Summation of Week’s Events (7/1/11) ***
*** FT BeyondBRICs: China: swing factor for oil market ***

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*** The Big Picture: First, Blame the Lenders ***
*** The Big Picture: Not the Greeks, But Their Creditors Get Bailed Out ***
*** FT Alphaville: And so farewell, QE2 ***
*** FT Alphaville: Back inside the horrors of the Gaddafi fund ***
*** FT Alphaville: Does prejudice hinder economic growth? ***
*** Macro Man: YOU WHAT? ***
*** Calculated Risk: CoreLogic: May Home Price Index increased 0.8% ***

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*** The Big Picture: Analysts Exist to Make Economists Look Respectable ***
*** The Big Picture: Go Swedish, part 47 ***
*** FT Alphaville: Presenting … the French proposal in full ***
*** FT Alphaville: What’s wrong with markets in seven easy slides ***
*** FT Alphaville: Sino-Forest as Russian love story ***
*** Business Insider: In A New Poll Of Stock Forecasters, You Literally Can’t Find One Single Bear ***
*** Bronte Capital: Sino Forest: some ancient history ***
*** Bronte Capital: The Paulson Sino Forest loss ***
*** Common Dreams: What Happened to Media Coverage of Fukushima? ***
*** Star Simpson’s Blog: I Spent A Coin (And I Liked It) — How I Bought Lunch in Manhattan with Bitcoins ***
*** Cassandra Does Tokyo: Limey Beans ***

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*** Calculated Risk: Q1 real GDP growth revised up to 1.9%, Durable-goods orders up 1.9% ***
*** The Big Picture: Durable Goods fine but Japan likely distorting data ***
*** The Big Picture: The IEA Does QE3? ***
*** The Big Picture: First Ben, then Jean-Claude, now Wen ***
*** The Big Picture: Marc Faber Likes Gold, Silver ***
*** FT Alphaville: The SPQR ***
*** FT Alphaville: Speculators, slapped ***
*** FT Alphaville: JPMorgan on the IEA’s stimulus ***
*** FT Alphaville: Goldman’s history lesson on oil releases ***
*** FT Alphaville: Risk. Off. ***
*** FT Alphaville: Cholesterol, eggs, oil and other inflation-fighting ingredients ***
*** FT Alphaville: Mamma mia! ***
*** FT Alphaville: Postcard from the Pyrenees ***
*** FT Alphaville: Stall speed ***

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*** Macro Man: Qu’est Châteaux Eurobolleaux 2011? ***
*** The Slope Of Hope: Bernanke’s Answer to Every Single Question Today ***
*** The Big Picture: What Will the Press Mistakenly Focus on Today? ***
*** The Big Picture: QOTD: Bill Gross on US Labor Situation ***
*** The Big Picture: Are Economists Now Too Pessimistic? ***
*** FT BeyondBRICs: China’s PMI, copper and the Aussie ***
*** FT Alphaville: Koo and Gross on what Bernanke will do next ***
*** FT Alphaville: And the high-yield boom continues… ***
*** FT Alphaville: Fact or fiction, Sino-Forest edition ***
*** FT Alphaville: Copper’s inventory inconsistency, charted ***

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*** The Big Picture: ECRI: Prolonged U.S. Slowdown Underway ***
*** FT Alphaville: What modern oil market intervention looks like ***
*** FT Alphaville: WGO – What’s going on in Brent-WTI? ***
*** FT BeyondBRICs: S&P cuts China property outlook ***
*** FT BeyondBRICs: Sino Forest: smoke or fire? ***
*** The China Beat: China’s Water Challenges: A Quick Q & A with Environmental Historian Kenneth Pomeranz ***
*** FastCompany: KinectShop: The Next Generation Of Shopping [Exclusive Video] ***

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*** The Big Picture: Markets Down 6 Weeks Consecutively (and that means…) ***
*** FT Alphaville: The foreigners are frightened ***
*** FT Alphaville: ENRC(ore) International? ***
*** FT BeyondBRICs: EM assets: rich and getting richer ***
*** JESSE’S CAFÉ AMÉRICAIN: SP 500 Deflated By Gold ***
*** Bronte Capital: Sino Forests – some thoughts ***

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*** The Big Picture: Checklist: How to Spot a Bubble in Real Time ***
*** The Big Picture: The Great QE2 Flush Out ***
*** The Big Picture: Hours of Labor Required to Buy One Unit of Gold or Oil ***
*** Pragmatic Capitalism: Paul Krugman & Richard Koo Are Both Wrong ***
*** FT Alphaville: Doubling a losing bet, really fast ***
*** FT Alphaville: When algorithms fight, natgas edition ***
*** FT Alphaville: The future is all about cross-asset arbitrage ***
*** FT BeyondBRICs: China’s skyscraper boom: next a bust? ***
*** Gregor.us: The World Turns to Coal ***
*** Bloomberg: Tracking Talent Flows in Silicon Valley ***
*** guardian.co.uk: US universities in Africa ‘land grab’ ***

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