Global Macro/Markets/Commodities
- Energy bondholders at risk as bank loans ebb – FT.com …great read, good charts….
- China funds become force of nature in commodity markets – FT
- IMF downgrades global growth as fears about Europe and Russia overshadow oil windfall – Telegraph
- More QE will not help the world, says Mervyn King – Telegraph
- The biggest innovation in fuel is to go without – The Economist
- Reducing inequality – where to start? – Reuters, Hadas
- Monetary stimulus and other ways of averting apocalypse – FT.com
- The winners from Draghi’s QE? America and Britain – MarketWatch…watch the AUD get nailed to the roof a tad longer…
- Bond Investors Haven’t Been This Gloomy Since 2008 — But Are They Right to Be So Down? – Bloomberg
Asia/China