Weekend Links – 18th-19th October 2014

Global Macro / Markets:

• Markets are parched for liquidity despite flood of cash – FT
• Euro Economy’s Managers Aren’t Blinking in Market Rout – Bloomberg
• Saudi Arabia tests US ties with oil price – FT
• Beware of calls for QE4 Mohamed El-Erian
• Fears That Pimco and Other Big Firms Could Be Unable to Unload Risky Bonds – NYT
• Yields in Germany and Japan are converging.  – Sober Look
• High-Speed Traders Put a Bit Too Much Gravy on Their Meat – Bloomberg

Americas:

• Housing Starts increase to 1.017 Million Annual Rate in September – Calculated Risk

Europe:

• BOE Official Says Rate Could Stay ‘Lower for Longer’ – WSJ
• World braces as deflation tremors hit Eurozone bond markets – Ambrose
• Before a Bailout, E.C.B. Minutes Showed Doubts Over Keeping a Cyprus Bank Afloat – Deal Book … and the ECB response.
• ECB’s Weidmann criticises asset-backed securities purchasing – BS
• Merkel Said to Shun Sarkozy Return as French President Candidate – Bloomberg
• Kremlin: Putin’s Talk With EU and Poroshenko ‘Full of Misunderstandings’ – Moscow Times , France24
• Putin Threatens EU Gas Squeeze Raising Stakes for Ukraine – Bloomberg
• Russia Spends $13 Billion Defending Ruble – WSJ
• European energy security is a delicate balancing act – FT
• Has the Greece Success Story bubble burst? – Yanis Varoufakis
• Wind blows away fossil power in the Nordics, the Baltics next – Reuters

Asia:

•  Hong Kong Protesters Are Digging In – Foreign Policy
• China’s Banks Are Getting Ready For A Debt Implosion – Reuters
• The Endgames For Hong Kong: None Of Them Look Good – Forbes
• The great hole of China – The Economist

Local:

• Don’t blame foreign buyers: NAB busts first home buyer myths – Pascometer
• No shirt-front: Bishop buttonholes Putin – SMH
• Joko Widodo’s blunt warning to Prime Minister Tony Abbott – SMH
• Virgin eyes international shake up with tiger deal – AFR
• ANZ chief plays down housing fears – Business Day
• Coles ethics will be proven in court – AFR
• Iron ore flood to continue if profitable, says BHP – TheOz

Other:

• A compact fusion reactor ? – Marginal Revolution , ars technica
• New poll: Massive support for Cycle Superhighways from residents and businesses – Cycling works
• Haunting homes: Ohio’s abandoned country houses – in pictures – Guardian
• The Mixed International Picture on Poverty and Inequality – Naked Cap
• Why Did the CDC Let Infected Ebola Nurse Fly? – Alternet