Here’s a list of things Reynard has read so far this weekend.
Global Macro:
- Marc Faber Fears 1987 Redux As “Markets Will Punish Interventionists” – Zero Hedge
- Banks exacerbate the economic cycle on both the upside and the downside – The Economist
- In Davos, the World Economic Forum’s Big, Unintelligible Ideas – Bloomberg Businessweek
- Rogoff: World is right to worry about US debt – Financial Times
- Roubini Says ‘Hyped Up’ BRIC Success at Risk on Rising State – Bloomberg
- Credit Bubble Seen in Davos as Cohn Warns of Repricing – Bloomberg
- Soros Says the Euro Is Here to Stay as Currency War Looms – Bloomberg
- The other doping scandal: central banks – The NZ Initiative
North America:
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- Is Canada talking itself into a housing crisis? – The Globe and Mail
- Canadian house price growth slows to three-year low – National Post
- Tim Geithner’s legacy: an unpopular bailout that helped save the economy – Washington Post
- Fed Pushes Into ‘Uncharted Territory’ With Record Assets – Bloomberg
- December new U.S. home sales fall 7.3% – MarketWatch
- America’s new energy muscle – The AFR
Europe:
- Mismeasuring UK GDP – FT Alphaville
- Nat income per head in UK 13.2% lower than 2008 – Notayesmanseconomics Blog
- U.K. Economy Shrinks Again – Calculated Risk
- EU banks to pay back crisis cash – The AFR
Asia:
- China: A Place That Makes New York Real Estate Look Cheap – New York Times
- To Fix Overproduction, China Wants to Supersize Industries – Business Week
- Rich Chinese leaving the country, and why that matters to the economy – Also Sprach Analyst
- As Graduates Rise in China, Office Jobs Fail to Keep Up – New York Times
Local:
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- REIV shows Melbourne house prices grew by 2.4% seasonally-adjusted in December quarter – REIV. Don’t read too much into result as REIV uses simple median, which is affected by compositional bias. Wait for stratified median from ABS before forming any conclusions.
- Low interest rate to turn interest to shares – The AFR
- Laying property price myths to rest – The SMH
Other:
- Why were so few jailed for the GFC? – The Economist
- Soros Says Hedge Funds Can’t Beat Market Because of Fees – Bloomberg
- Financial Job Losses Near Four-Year High as Europe Leads – Bloomberg