• Global Manufacturing Slips Back Slightly In March 4 Apr 2011
• Manufacturing Sector Demonstrates Global Recovery 3 Jun 2010
• Global manufacturing continued its expansion In January 3 Feb 2010

• Deleveraging Will Continue Apace 16 Jul 2010
• Consumer credit down, but does it show deleveraging? 7 Nov 2009
• Data on past consumer deleveraging during recessions 9 Oct 2009

• All S&P sovereign credit ratings in order from AAA to junk 28 Apr 2010
• All sovereign debt credit ratings and outlooks 30 Apr 2010
• All S&P sovereign credit ratings for July 2011 9 Jul 2011

• Chart of the Day: Banking Compensation 15 Feb 2010
• Demographics and the Anatomy of International Capital Flows 11 Apr 2010
• Paul Davidson: Reforming the world’s international money 8 Jan 2009

• UK: Darling confirms government to break up too big to fail banks 1 Nov 2009
• Zombie banks Scandinavian edition and the threat of too big to fail 31 Aug 2009
• The FDIC to get credit from banks even while banks restrict lending 22 Sep 2009

• Chart of the day: the largest bankruptcies in US history 18 Sep 2008
• ADP: U.S. private employers add 43,000 jobs in October 3 Nov 2010
• Chart of the Day: The World’s Top 50 Banks (bubble chart version) 2 Nov 2010

• European News Lifts Dollar 21 Apr 2010
• Reserve Bank of Australia lifts rates again 2 Nov 2009
• US Treasury Unwinds MBS Securities, Lifts Dollar 21 Mar 2011

• Hussman: Watch the lagging indicators 13 Sep 2010
• This is why a global slowdown will hit by summer 18 May 2011
• The Strong Case for Global Investing 7 Aug 2011

• Timothy Geithner’s Letter to the G20 Finance Ministers 22 Oct 2010
• Text: EU Statement on Stress Tests of 91 European Banks 7 Jul 2010
• Full Fitch Statement Shows US Downgrade Risk Remains In Play 2 Aug 2011

• Hellmeyer Interview Part 2: The uber-bullish case for the global economy and real assets 8 Dec 2010
• Investing Like It’s The Sure Thing? 5 Jun 2010
• The Seven Immutable Laws of Investing 23 Mar 2011

• Chart of the Day: The World’s Top 50 Banks (bubble chart version) 2 Nov 2010
• Chart of the Day: Bubble Chart of Exposure to and Bailout of Ireland 24 Nov 2010

• More cautious optimism? 21 Apr 2011
• David Rosenberg: Ten Reasons for a Dose of Caution 3 May 2010
• Stephanie Pomboy: Cautious on Broader Economy But Also on Bonds 7 Oct 2010

• ISM: February 2010 manufacturing data slightly lower, report still good 1 Mar 2010
• March Madness: Policy Risks for Global Investors 27 Feb 2011
• Global manufacturing continued its expansion In January 3 Feb 2010

• Is There A Global Economic Slowdown In The Works? 12 Jul 2010
• The Doctor and the Dealman: An Energy Update 26 Jun 2010
• Africa’s declining energy exports 22 Feb 2011

Here's more from the CNBC session with Kyle Bass, Managing Partner of Hayman Capital Management. David Faber introduced the topic as a discussion about tail risk and the "end of the world" trade. Bass took exception to that characterization saying that he was more concerned about a debt "restructuring that has to happen for the world to grow again". He says, "so far what we have seen is total credit market debt in the world in the last ten years has gone from $80 trillion to $200 trillion." That's not sustainable.

It was interesting to see at the outset of the Bass clip I am putting up below that CNBC ran through a similar thesis regarding Japan. During the quantitative easing last decade, Japan saw a tremendous cyclical rally. But when policy stimulus was withdrawn, the market hit new multi-decade lows. Stimulus without reform leads to a policy cul de sac. For Japan, Bass says the country has been effectively insolvent for years and is in this false period of "homeostasis" only because its population buying 10-year bonds with a 1 interest rate handle expects deflation.

• Kyle Bass: At municipal level, it’s “open season for defaults” 17 Feb 2011
• Where is the global economy headed? 11 Oct 2008
• Top ten predictions for the 2009 global economy 30 Dec 2008

• Nouriel Roubini Sees Great Risks in the US and Global Economy 30 Jan 2011
• Roubini and Shiller comments at Davos 29 Jan 2009
• Nouriel Roubini: we are in recession 29 Jun 2008

• On self-regulation in banking 21 Dec 2010
• On Basel III and Banking Regulation Generally Plus Other Links 15 Sep 2010
• Is Brazil Considering Encaje-Type Approach To BRL Strength? 27 Sep 2010

• Rosenberg: Ten Investment Themes for 2011 13 Dec 2010
• Dollar Mixed To Start The Week 5 Apr 2010
• Chinese to start settling trade in Yuan 9 Apr 2009

• State tax revenue down 26% in 2009 18 Jun 2009
• Hatzius pegs a double dip at only 25 percent 13 Sep 2010
• Chart of the Day: The World’s Top 50 Banks (bubble chart version) 2 Nov 2010

• Russia devalues currency again as foreign reserves plummet 15 Dec 2008
• Chart of the day: Excess Reserves 3 Dec 2008
• Chart of the day: bear market history 7 Jul 2008

• BRICS or CRIBS? – Meeting in Moscow to coordinate policy 12 Jun 2009

• Back to the real economy 14 Oct 2008
• Latvia’s economy contracts almost 18 percent in Q4 2009 10 Feb 2010
• Picture of the day: consumers and the economy 11 Oct 2008

• Manufacturing Sector Demonstrates Global Recovery 3 Jun 2010
• Migration Flows and Economic Sustainability In The Baltics 13 Jun 2010
• The "Three Speed" global manufacturing recovery continues in February 1 Mar 2010

• Quelle Surprise! Most Big Banks Lack Capital 23 Nov 2009
• HBOS to raise new capital 29 Apr 2008
• Goldman thinks banks need even more capital 18 Jun 2008

• Links: 2010-02-12 – European recovery falters and mortgage problems 12 Feb 2010
• Technical recovery won’t feel like a recovery to most 5 Jul 2009
• Action in Asia portends a strong open in Europe and North America 12 Oct 2008

• What would an Obama foreign policy look like? 6 Nov 2008
• Should foreign companies get TARP funds? 18 Nov 2008
• Russia vs. Georgia: exposing US foreign policy 23 Aug 2008

• The cardio diet to deficit reduction – a modern fable 6 Jun 2010
• Paul Krugman on the global economy 13 Feb 2009
• Why Does Dennis Gartman Sound Like Paul Krugman? 7 Jul 2010

• Germany hit by global economic slowdown 23 Jun 2008
• Global manufacturing continued its expansion In January 3 Feb 2010
• Jim O’Neill on the Global Economy 9 Jan 2009

• Dollar Softens Modestly In Thin Holiday Trading 31 May 2010
• Post EU/IMF Euphoria Continues to Recede but Market Stays Calm 12 May 2010

• Bair: Financial Reform Bill Will End Too Big To Fail 26 Jun 2010
• Senator Blanche Lincoln’s Derivatives Reform Bill Must Pass 23 Apr 2010
• Links on financial reform and more 22 May 2010

• Why I am siding with the Germans on fiscal consolidation 24 Jun 2010
• Iceland and the wonders of competitive currency devaluation 26 Jul 2009
• Reports on Spanish fiscal and banking crisis and other links 29 May 2010