Global Macro:
- How Google Can Avert the Next Financial Crisis (Bloomberg)
- Fisher Says More Stimulus May Overburden Central Banks (Bloomberg)
United States:
- CoreLogic Home Prices Climb as Supply Dwindles (Wall Street Journal)
- The economic impact of a slight increase in house prices (Calculated Risk)
- Banks’ Liquidity Hinges on Risky Assets (cfo.com)
- Was That A False Breakdown in Treasury Yields? (All Star Charts)
- Dallas Fed President Says The Gas Tank Is Full Of Monetary Ritalin (Business Insider)
- Meredith Whitney ‘I Never Advise My Clients On Municipal Bonds’ (Business Insider)
- Bring Back Build America Bonds (Bloomberg)
- Housing Doubters Must Now Contend With Data (The Reformed Broker)
- The European Debt Crisis and the Dollar Funding Gap (Federal Reserve Bank of NY)
- Slowly But Surely, Fannie Mae Is Paying Back The Bailout (Business Insider)
Europe:
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- ECB Prints Money for Greece To Buy Time for Athens (Der Spiegel)
- How to kill a bank, Denmark edition (FT Alphaville)
- ECB’s Scheme Will Worsen Spain, Italy Maturity Crunch (Bloomberg)
- German June Industrial Production Fell on Construction Output (Bloomberg)
- German Exports Fell in June as Crisis Curbed Euro-Area Demand (Bloomberg)
- Fixing the Euro Would Be Cheaper Than Germans Think (Bloomberg)
- These Are Europe’s Most Shorted Banks (Business Insider)
- Euro founder admits some nations may be forced to leave (The Telegraph)
- McDonald’s sales worst in two years as US recession bites (The Telegraph)
- All eyes on asset encumbrance in Europe (FT Alphaville)
Asia:
- Electricity Use Seen Overstating China Economic Slowdown (Bloomberg)
- China’s local governments engage in Ponzi Finance (Caixin)
- China push for more say on iron ore prices (SMH)
- Steel and iron ore prices in China remains weak (Zarathustra)
- China’s macro data dump preview (Zarathustra)
- China prepares to open bond market to foreigners (AFR)
Local:
- Canberra has a delicate balancing act to play when considering future American plans in the Pacific (The Diplomat)
- Australia’s sub-prime lending (Herald Sun)
- NBN costs blow out by billions (SMH)
- Price falls take their toll on Rio Tinto earnings (SMH)
- Fortescue concedes Pilbara mining boom cooling (AFR)
- Melbourne’s apartment construction boom to continue (The Age)
Other:
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- The Top Ten Trading Movies (bclund.com)