Global Macro:
- The insourcing boom. The Atlantic This is a must read for “sell’em dirt” Australians
- Beware when hedge funds get bullish. Alpha
The Americas:
- November retail disappoints. NYT Black Friday fail
- Restaurant performance sickens. Calculated Risk
- PCE falls. Calculated Risk
- Chicago PMI flat but huge drop in new orders. BI
- Loonie strength fading? Alphaville
Europe:
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- Greek deal frays in buyback. Telegrpah
- How Spain got 25% unemployment. Sober Look
- Germany approves bailout. FT
Asia:
- Investors love Xi. Bloomberg Not sure why
- More Japan stimulus. FT
- China’s retail investors capitulate. Sober Look
Local:
- Labour reforms mean tough choices. AFR
- CEOs call for productivity focus. AFR Look in the mirror
- Qantas club fight. SMH, AFR
- Gittins on two-speeds. SMH Old and tired. This material was out a week ago
- Hopes for housing rally. AFR “Hopes” being the operative word
- Failures of GST reform. The Oz
- Folks go hot when its hot. AFR No power spike for you!
- Miners watch contenders falter. AFR Yep, but it will be a long time before they get pricing power back.
