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..