Weekend Links June 8-9

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Global Macro/Markets:

  • Global factors in capital flows and credit growth – VoxEU
  • U.S., Britain Ready Criminal Charges in Libor Case – Wall Street Journal
  • ‘Frankenstein’ CDOs twitch back to life – FT
  • Bullish sentiment falls again. – Bespoke
  • The real problem – The Reformed Broker

North America:

  • Fed on Track to Ease Up on Bond Buying Later This Year – Wall Street Journal
  • Goldman: This is when Fed will pull back – finansakrobat.com
  • May Employment Report: 175,000 Jobs, 7.6% Unemployment Rate – Calculated Risk
  • The complete US jobs report for May in two simple charts – Quartz

Europe:

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  • Olli Rehn should resign for crimes against Greece and against economics – Ambrose Evans-Pritchard
  • EU’s Olli Rehn lashes out at IMF criticism of Greek bailout – FT
  • German Industrial Production Increases Most in a Year – Bloomberg
  • Why the ECB is reluctant to “go negative” – FT
  • IMF Greece Report Was Flawed. EU Did Even Worse. – Bloomberg
  • Hungarians unite for worst flood ever TheOz

Asia:

  • Investors Dump Japan, but Soros May Be Buying Again – CNBC
  • Japan’s Pension Fund to Buy More Stocks – Wall Street Journal
  • Samsung Electronics loses $12 billion market value on smartphone worries – Reuters
  • Toyota Tries on Corolla Look That’s Just Different Enough – Bloomberg
  • Yen Again – FT

Local:

  • Respected policy makers add fire to economic warnings AFR
  • Queensland TAFEs to lose their assets TheOz
  • Shorten predicts landslide loss AFR
  • Rolled-gold disaster at Newcrest TheOz
  • Home sales defy winter blues AFR
  • Banned CBA planners took charge of millions of dollars SMH
  • Newcastle braces. The Oz
  • Transition of economy tricky but it’s not all gloom Gittins!

Other

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  • Internet giants deny knowledge of NSA eavesdropping program – Guardian , Bloomberg
  • Reports on surveillance of Americans fuel debate over privacy, security – Reuters
  • How the Robots Lost: High-Frequency Trading’s Rise and Fall – Bloomberg
  • This is your brain on coffee. – Well