Global Macro:
United States:
- Chances of QE3 fading, fading..fading..rising! fading….gone? Reuters Poll
- But here’s four things Bernanke could announce at Jackson Hole FT Gavyn Davies
- As jobless claims unchanged now for a month Bloomberg
Europe:
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- Portugal and the 2nd bailout? FT Alphaville
- Money market funds still avoid Europe Sober Look
- Room for more considerate monetary policy in Europe: IMF Reuters but no debt jubilee hey?
Asia:
- China’s South Pacific diplomacy The Diplomat
- Myths Busted! China’s “rapid march towards urbanisation” FT Alphaville
- More busted! China’s “ever increasing demand for steel” FT Alphaville Kate Mackenzie doing great work here
- Check out more China links from Sinocism later today
Local:
- Fortescue “hell-bent” on expansion – AFR – selling everything it can to avoid debt…hmm what a business model
- Whilst saying watch out for Africa – the next great commodities powerhouse The Cupboard (locked)
- Optimism over iron ore price slide as an “aberration” maybe wishful thinking The Age again, what a business and economic model to hang your future on..
- Call to scrap the $7000 First Home Owners Grant AFR finally some sense in housing – now up loans to min. 20% deposit and scrap NG. Go on.
- Queensland is on its knees – 1 in 3 businesses going bust? Brisbane Times
- Watch the pipeline. AFR