Weekend Links – 22nd Sept

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Global Macro:

  • IMF in the process of cutting global forecast Bloomberg
  • Shale: a new king maker in geopolitics WSJ
  • Funds leap beyond their benchmark WSJ
  • Brazil may fire up tax artillery in ‘currency war’ Reuters

North America:

Europe:

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  • Troika report on Greece may come after U.S vote Reuters, or not
  • Greek bailout talks bogged down over cuts FT
  • Porsche, Daimler indicate Europe’s car crisis spreading Reuters
  • ECB Says cost of new Frankfurt skyscraper soars 41% Bloomberg
  • Italy, Spain to shun aid unless yields jump Bloomberg
  • Rising deficit puts Britain at risk of debt goal miss Reuters
  • Spanish rescue could cause collateral damage to Italy Reuters

Asia:

  • China’s shifting demographics and their impact SoberLook
  • China says Japan ties anniversary ruined by island row Reuters
  • Japan firms reconsidering business plans in China Taipei Times
  • Japan’s Noda to remain PM after ruling party vote Yahoo
  • IMF cuts South Korea growth amid euro concerns BBC

Local:

  • Economic miracle may soon be over BusinessDay
  • Occidental tourists make China Pitch BusinessDay
  • Australian former AIG insider warns of more collateral damage AFR
  • Currency wars raise rates cut pressure AFR
  • ANZ sells Origin mortgage business BusinessDay
  • Fair work to hit states on job cuts AFR
  • Row over Labor’s bullies escalates The OZ – Locked
  • PM backs Swan on ‘US crazies’ The OZ – Locked
  • No risk from sub-prime loans – Agency BusinessDay

Other:

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