Global Macro:
- Inside the Risky Bets of Central Banks – Wall Street Journal
- Baltic Dry Plunges By Over 8% Overnight, Most Since 2008 – ZeroHedge
- Synthesising views on the West’s poor growth | Economists’ Forum – Financial Times
North America:
- FOMC Meeting Announcement Patterns In History – dynamichedge.com
- What to Expect From the Fed Today – Wall Street Journal
- Economy could be booming with fiscal cliff deal: Dimon – Reuters
- Inflation Expectations Rise Before FOMC – ZeroHedge
- ‘Cliff’ Talks at Standstill: ‘It’s Getting Worse, Not Better’ – CNBC
- U.S. Census Bureau Projections Show a Slower Growing, Older, More Diverse Nation a Half Century from Now – Census.gov
- Mark Carney raises NGDP expectations – FT Alphaville
- Fed set to expand its monetary stimulus – Reuters
- Outlook remains cloudy for fiscal cliff deal – Reuters
- Mortgage Applications increase, Record Low Mortgage Rates – Calculated Risk
- Americans Most Optimistic on Economy Since 2009: Video – Bloomberg
- The economic impact of stabilizing house prices? – Calculated Risk
Europe:
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- Unilever CEO Polman Sees 10-Year Europe Economy Slump – Bloomberg
- Europe seeks to end discord over banking union – Reuters
- Germany says breakthrough possible in EU banking talks – Reuters
- Britain struggling to boost investment in infrastructure – Reuters
- Euro zone factory output falls again, recovery far off – Reuters
Asia:
- China’s Reforms – Now Comes the Hard Part – Wall Street Journal
- ‘Imported From Detroit’ Is a Good Idea in China, if Only… – Wall Street Journal
- Special Report: China 2012 – Financial Times
- Chinese trust loans double – Bloomberg
Local:
- PetroChina buys into Australia LNG project – Financial Times
- Treasury to Swan: Dump budget surplus – AFR
- Aussie investors dump bank deposits in search of yield – SMH/AGE
- Miners hock the family jewels – SMH/AGE
- BREE lifts iron ore price forecasts – SMH/AGE
- Call for reform to reboot mining boom – The Australian
Other:
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- Carney broaches dumping inflation targets – Financial Times
