Global Macro:
- S&P500 Total Return vs Bonds (1800-2012) – The Big Picture
- Demography and the Secular Bull Market in Our Future – The Reformed Broker
- The long-term impact of low rates – Financial Times
North America:
- Shiller on House Prices – Calculated Risk
- Income, Poverty and Health Insurance Coverage in the United States: 2011 – Census.gov
- Four Things to Watch at Fed Meeting – Wall Street Journal
- How the 1% Ended the Middle Class – The Big Picture
- Trade Deficit at $42.0 Billion in July – Calculated Risk
- The Housing Market: Have We Finally Hit Bottom? npr.org
- Is Canada Sitting on a Household Debt Land Mine? Globe & Mail
Europe:
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- Eurozone Could Take Until Nov To Decide On Greece – eFXnews
- Gavyn Davies: Eurozone building blocks are falling into place – Financial Times
- German Court Backs Euro Rescue Fund – New York Times
- Court Allows Germany to Ratify Euro Bailout Fund – Wall Street Journal
- Europe unveils banking union plan to tackle crisis – Reuters
- Greece to Lease 40 Uninhabited Islands to Reduce Debt – Bloomberg
- Corzine was right: European debt soars – fiercefinance.com
- What Germany should fear most is its own fear: An analysis of Target2 and current account imbalances – ceps.eu
- ECB: ECB extends the swap facility agreement with the Bank of England – ecb.int
- Where the eurozone crisis may go from here | The A-List – Financial Times
- German bond auction struggles as ECB expectations weigh – Reuters
- Poland: no end to housing slump | beyondbrics – Financial Times
Asia:
- China’s Sham Stock Market – Foreign Policy
- China Manufacturing Unexpectedly Contracts as Orders Drop – Bloomberg
- Chovanec: China’s Solyndra Economy – Wall Street Journal
- Buyouts Are No Endorsement for China Stocks – Wall Street Journal
- China Crash 2012: Heres How Its Finally Happening This Time – Business Insider
Local:
- ACT house prices take a hit – Canberra Times
- House prices tipped to fall by up to 20% – Business Spectator
- Don’t vilify wealthy – Jack Nasser – AFR
- Stop plundering the boom – BHP – AFR
- Savers creating new comfort zone for Aussie banks – AFR
- New powers for APRA in banking regulation – AFR
- Melbourne apartment projects fall flat – AFR
Other:
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- Nanex ~ 12-Sep-2012 ~ HFT Inspired Music – nanex.net
- Europeans Dress Better Than Americans: Fact – bangsandabun.com