Links September 14: QEnfinity!

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Global Macro:

  • US Embassy in Yemen stormed as protests spread Bloomberg

North America:

  • When the US sneezes, we all catch a cold – Kate Mac at FT Alphaville on stall speeds/Dalio air pockets etc
  • US Corporate profits are slowing fast as disappoint mounts Alphanow
  • Here ’tis: QE3 is a $40 billion per month purchase of MBS….open-ended…. Calculated Risk
  • Gold to the moon… Bloomberg chart here

Europe:

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  • Swiss Central Bank keeps Euro-Franc (EURCHF) floor WSJ
  • Spain says regions will meet deficit targets…right…. Reuters
  • The Dutch vote in centrists The Australian

Asia:

  • China’s one country/two systems under threat The Diplomat
  • CME Group to launch yuan currency futures soon Reuters this is a big trend…
  • Will the Fed’s endless QE spur the Chinese central bank into action? Reuters
  • Does the world really need China’s rapid growth? FT Alphaville – Zarathrustra has a great piece on this too
  • Vietnam’s economic challenges The Diplomat

Local:

  • More adventures in iron ore – FT Alphaville on the Fortescue Fiasco more from AFR
  • RBA whistleblower exec was “forced out” The Age
  • To hedge or not to hedge – The Age
  • Wayne Swan says there’s a new boom in China! Futureboom2! The Cupboard (locked)
  • More pain in retail: Myer chief The Cupboard
  • ASIC: super funds need to disclose performance properly AFR hear hear

Other:

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  • On Economic Methodology – Naked Capitalism – good interview
  • How many iPhone 5s will sell? Asymco – who gives a flying Blackberry? I still have my original iPhone..