Global Macro:
- SocGen’s 2013 Global Investment Outlook – Business Insider
- Safe or junk, bonds in bubble trouble – Reuters
The Americas:
- California Shows Signs of Resurgence – New York Times
- Federal Lending Push Swells Student Debt – Wall Street Journal
- Fed’s Evans wants more easing, Fisher wants limits – Reuters
- Fed: Consumer Deleveraging Continued in Q3, Student Debt increases – Calculated Risk
- Argentina Rating Downgraded by Fitch on ‘Probable’ Default – Bloomberg
- Fiscal cliff deal elusive, though positions soften – Reuters
- Argentina files emergency motion – shearman.com
- FRB: Beige Book – November 28, 2012 – Federal Reserve
- American Housing Casino Revives After Big Drop: Mortgages – Bloomberg
- An Easy Explanation of the Fiscal Cliff – Crossing Wall Street
- New home sales edge down, prior estimates revised lower – Reuters
- Fed’s Beige Book: “Economic activity expanded at a measured pace” – Calculated Risk
Europe:
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- Will Italy Need a Bailout in 2013? – CNBC
- Euro zone central banks may roll over their Greek bonds: document – Reuters
- Two-thirds of millionaires left Britain to avoid 50p tax rate – The Telegraph
- Europe’s Plan C for Greece Is No Better Than Plans A or B – Bloomberg
- Greek rescue’s hidden losses for Europe – Financial Times
- Analysis: Euro zone debt forgiveness lies ahead in Greek mire – Reuters
- French jobless total hits 14-year high – Reuters
- EU approves Spain’s bank restructuring – Reuters
Asia:
- China’s woeful stockmarket – FT Alphaville
- Japanese investors buying more foreign currency bonds – The Big Picture
Local:
- Melbourne’s poorest and richest suburbs – The Age – shows just how unaffordable housing is, even in “affordable” areas.
- Boom times over for banks, but 15% ROE still appropriate – The Age. Not if you held appropriate capital against mortgages.
- Pre-Christmas interest rate prognostications – The Age
- Keating wants 15% super – The Age. Great, even less disposable income for younger Aussies.
- More thoughts from Keating on superannuation – AFR
- Treasury targets super tax breaks – AFR
- A workable solution for an ageing population – AFR
Other:
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- Buffett on what he ‘gets’ about the economy, mistakes, and inflation – Marketplace
- Mark Carney VS Andy Haldane – neweconomicperspectives.org
