Capital Markets
- An Offshore Swan: Could the next financial crisis be sparked by China being pulled into the Currency War? (SoberLook) …very good read…
- SocGen bear warns of yen-dollar ‘tidal-wave’ (CNBC)
- Linking banking crises and sovereign defaults in emerging markets (Vox)
- A Breakdown of the US Dollar Index (All Star Charts)
- Short-termism is a wolf stalking the equity market (Telegraph)
- US and UK forex probes could bring more pain to banks (SCMP)
- HSBC among five banks fined US$3.4 billion for rigging foreign exchange market (SCMP)
- Forex Investors May Face $1 Billion Loss as Trade Site Vanishes (Bloomberg)
- Why Economists Will Get Bonds Wrong Again (All Star Charts) … worth a read…
- The Return of the Dollar (El-Erian Project-Syndicate)
- Sterling’s new reputation: ‘The fall guy’ (CNBC)
- ISIS declares its own currency (CNBC)
- Abe Adviser Says Dollar at 125 Yen Would Make Him Nervous (Real Time Economics WSJ)
- U.S. Said to Give Banks December Deadline in FX Probe (Bloomberg)
- Contagion in the European sovereign debt crisis (Vox)
- ECB’s ABS purchase plan: Draghi out of options (Euromoney)
- THE FIX IS IN (Piera)…good read…
- ON ALAN GREENSPAN’S CLAIM THAT GOLD IS A BETTER CURRENCY THAN THE DOLLAR (Piera)
- Dollar goes into reverse as euro rallies (FT.com)
- Forex banks prepare to claw back bonuses (FT.com)
Commodities
- Putin Gets a Brief Economic Respite From Mother Nature (Bloomberg) ….nothing spurs agricultural production like sanctions…
- Here’s why gold could be headed to $800 (CNBC)
- India’s pact with Australia for uranium going full speed ahead (Mineweb)
- Nickel: A lot of question marks there (Mineweb)
- New tech-dependent nations desperate for non-Chinese REE sources (Mineweb)
- Iron ore unchanged as BFs allowed to restart (Platts)
- Yellow metal losing its luster in China (China Daily)
- Uranium becomes commodity to watch (FT.com)
Energy
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- Who will blink first as global oil prices collapse? (FinancialPost)
- Here’s why oil consolidation talks are starting (CNBC)
- Brent Rises Amid Speculation OPEC Will React to Oil Price (Bloomberg)
- Halliburton Is in Talks to Buy Rival Baker Hughes (NY Times)
- Oil set to fall further in ‘new chapter’ for markets: IEA (CNBC)
- Oil is an important marker on growth (FT.com) ..oil is reflect 2 things at the moment, pressuring Russia, and weak global outlook…
- Oil Prices are Down Again—Did We Miss Our Best Chance for a Better Energy Policy? (Economonitor)
- Chart of the day: Natural gas bursts higher (SCMP)
- Oil price rout to deepen amid supply glut, warns IEA (Telegraph)
- IEA says Canadian LNG costs among highest in the world — neck and neck with Australia (FinancialPost)
- A lot of people out there are betting big bucks that oil will rebound (FinancialPost)
- The Great LNG indexation debate rumbles on (Platts)
- Cheaper oil’s great and not-so-great news (CBS)
- Oil’s dive set to transform LNG market (FT.com)
Global Macro
- Former Fed Chief at Odds With How Central Bank Now Makes Policy (Real Time Economics WSJ)
- The Central Banker Bubble Needs to Pop (Bloomberg)
- Bankers’ bonuses and performance sensitivity (Vox)
- At G-20 summit, U.S. likely to press others to help lift global economy (LA Times)
- United States pledges $2.5b to help poor nations fight climate change ahead of G20 leaders’ summit: report (Fairfax)
- Large global benefits from the 2014 oil shock (Gavyn Davies, FT.com)
- The top 0.1% is overtaking the bottom 90% (RWER)
- G20’s Carney says bank crisis reforms ‘substantially complete’ (Reuters)
- DSGE is a plutocratic tool (RWER)
- Russia signs huge Iran nuclear power deal as prelude to political solution (BNE)
- Tax rates are finally on the rise for the top 1 percent, CBO says (Washington Post)
- Recent slowdown in global trade: Cyclical or structural (Vox)
- The Global Trade Disorder: New GTA data (Vox)
- Why Keynes is important today (Vox)
- The Pacific Age (Economist)
- Putin says Russia prepared for oil price collapse as more sanctions threatened (Guardian)
- Rich countries subsidising oil, gas and coal companies by $88bn a year (Guardian)
- Banks pay out £166bn over six years: a history of banking misdeeds and fines (Guardian) ...worth a read…
- Is the West in alliance with Assad? (Rachman, FT.com)
- World Economy Worst in Two Years, Europe Darkening, Deflation Lurking: Global Investor Poll (Bloomberg)
- Time for a ‘melt-up’: the coming global boom (Kaletsky, Reuters)
- Oil price plummet won’t help U.S. with Iran or Russia (Reuters)