Global Macro / Markets / Investing:
- Commodity super cycle hasn’t been that super – Business Insider
- Global growth momentum slowing, US GDP internals weak – The Economist
- Its all about the slowing global trade – Beyondbrics
- The Fed Taper is affecting market momentum – ZeroHedge (not sure about this…)
Americas:
- US new home sales surges to pre-2008 level – Calculated Risk
- as US wage growth gathers steam – AlphaNow
- Fed should be patient on rates, Chicago Fed says – Reuters
- Obamacare seems to be working for now – Reuters Data
Europe:
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- German IFO business survey confidence drops – BBC
- Economists arent convinced of Draghis new plan – Business Insider (because its not a plan, just hope)
- UK deficit woes deepening in the red – The Economist
- Euro weakness may strengthen Euro-crats hands – FT (maybe, maybe not)
Asia:
- South Korea to buy 40 F-35s for $7billion – Reuters (uh oh, here comes the RAAF)
- Kissinger right on Asia, its just a western construct – The Diplomat
Local:
- Reserve Bank questions lenders over spiralling property markets in Melbourne and Sydney – Fairfax
- Reserve Bank stirred but not shaken by housing boom – Fairfax
- Super funds: banks need results, not arguments over union ‘gravy trains’ – Guardian
- Why the RBA should raise rates – AFR, Chris Joye (great, if terrifying read)
- Hot office market the RBA’s big worry – AFR
- Australian migrants struggle to find work – BBC (but lets keep the floodgates open ok?)
- The Australian continues its full page terror coverage with some tough guy Abbott quotes – The Oz
Other:
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- Unis changing MBA curricula an improvement or just marketing? The Economist
- ZEB Pilot house creates more energy that it uses – Gizmag (not expensive either – why newbuilds in Oz aren’t mandated to be covered in solar cells is beyond me, yet thats the trend in sunless Germany….those silly Chermans again…)