Global Macro / Markets:
- 10 Reasons the Gold Bugs Lost Their Shirts – Bloomberg
- 10 Reasons Barry Ritholtz Is Wrong About Gold – Reuters
- What Alan Greenspan Has Learned Since 2008 – HBR
- Bravo for Bernanke and the QE Era – Wall Street Journal
- Baltic Dry Index Collapses 35% – Worst Start To Year In 30 Years – Zero Hedge
- See? Even Warren Buffett’s Favorite Stock Market Measure Says Stocks Are Wildly Overvalued… – Business Insider
- A Group Of Miners Has Exposed One Of Bitcoin’s Fatal Flaws – Business Insider
The Americas:
- US jobs growth weakest in three years – The AFR
- Janet Yellen: The Sixteen Trillion Dollar Woman – Time
- Study Suggests Recovery in U.S. Is Relatively Vital – New York Times
- FOMC Minutes, December 17-18, 2013 – Federal Reserve
- The BLS Jobs Report Covering December 2013: A Bad Report – Correntwire.com
- Hilsenrath Analysis: Job Report Alone Unlikely to Alter Fed’s Course – Wall Street Journal
- December Employment Report: 74,000 Jobs, 6.7% Unemployment Rate – Calculated Risk
- The biggest question facing the U.S. economy: Why are people dropping out of the workforce? – Washington Post
- The Recent Decline in the Labor Force Participation Rate and Its Implications for Potential Labor Supply – Brookings
- The complete US jobs report for December in two simple charts – Quarts
- In 2013, the Fed Showed Why Fiscal Policy is Still Important – Next New Deal
- The overstated pessimism over Latin America – VOX
Europe:
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- Mario Draghi: strap on your Pickelhaube and buy fistfuls of German Bunds – The Telegraph
- Draghi’s ‘Whatever It Takes’ Still Works as Euro Revives – Bloomberg
- For ECB Does Whatever It Takes = Whatever It Wants? – Wall Street Journal
Asia:
- China overtakes US as world’s largest goods trader – Financial Times
- China mulls national pollution permit trading system – Reuters
- China’s export growth weakens, casting doubt on recovery in West – Wall Street Journal
- Is Soros betting against China? – The Age
Local:
- How to get your children their first home – The AFR
- Weak wages growth blows hole in Budget – The AFR
- Business calls for negative gearing review – The AFR
- Household wealth hits new record – The AFR
- What will Hockey’s Financial System Inquiry give us? – The AFR
- State of the Nation up for grabs – The Australian
- Dropping the ball in gas balancing act – The Australian
- Pass the super – it will help Australia – The Age
- Privatisation benefits are not assured – The Guardian
Other:
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- What’s That You’re Calling a Bubble? – HBR
- The Intelligent Investor: When Does a Bubble Spell Trouble? – Wall Street Journal
- Good News and Bad News About Global Inequality – New Yorker
- GDP and life satisfaction: New evidence – VOX
- Why fiscal sustainability matters – VOX
- Modern Macroeconomics Fails the Market Test – Slate
