Global Macro / Markets:
- Emerging Markets could get cheaper: but they’re cheap – Financial Times
North America:
- The Untouchable Profits of Fannie Mae and Freddie Mac – New York Times
- Bold turn for subprime car loan deals – Financial Times
- Wells Fargo edges back into subprime as U.S. mortgage market thaws – Reuters
- Monoposony Begets Monopoly, And Vice Versa – New York Times
- Closing the gap – The Economist
- Detroit Continues Its Comeback – Supply-side Liberal
Europe:
Advertisement
- Banks in London Devise Way Around Europe’s Bonus Rules – New York Times
- UK Chancellor objects to EU accounts – Financial Times
- Greek PM says budget surplus tops forecast, allows spending – Reuters
- Germany, France bolster Euro Zone growth – The AFR
Asia:
- Get ready: a large portion of China’s $1.8 trillion in trust products may be headed for default this year – Quartz
- Six China shadow banks threatened with default over coal firm exposure – Reuters
- China January lending soars to four-year high – Reuters
- China’s Risky Reforms by Ian Bremmer – Project Syndicate
- China Banks’ Bad Loans Reach Highest Since Financial Crisis – Bloomberg
- Charlene Chu: Why China’s banking system is in so much trouble – The Telegraph
Local:
- Louis Christopher turns uber-bull on Sydney housing – The AFR
- Rosy housing outlook conceals risks – The AFR
- Do we care if it’s Australian made? – The AFR
- Australia seems determined to keep making policy mistakes that New Zealand avoided – The AFR
- David Murray rules-out big bank mergers – The Australian
- Cars on death row for 30-years – The Australian
- Small apartments = big headaches – The Age
- Brandis signals online piracy crackdown – The Age. Yet they wonder why we download?
- Recyclers paint a bearish picture of the economy – The Age
- Ways and means of jobs creation – The Age
- Abbott promises drought aid – The Guardian
- SPC “shiny tin” allowance nothing next to MP perks – The Guardian
- Big holes in Qantas’ checklist – Business Spectator
- Voters return to Abbott – The AFR
- Australian banks amongst the world’s safest – The AFR
- Living with volatile mineral prices – The AFR
- Loan relief for hard hit farms – The Australian
- Korea FTA promises $650 million win – The Australian
- Removal of tax to hit solar tariffs – The Australian
- Hockey risks scaring off consumers – The Age
- The bad guys of public spending – The Age