Here’s a list of things Reynard read overnight.
Global Macro:
- Understanding risk aversion in financial markets – Econbrowser
- Be Wary of Top-Down Investing – Crossing Wall Street
- Asset Class Returns, 2003-2012 – The Big Picture
- Banks to miss out on Basel softening – Financial Times
- Five Brutal Years Teach Investors to Sit Tight – Bloomberg Businessweek
- Modern macroeconomics – a crash course – Real World Economics Review Blog
North America:
- Platinum-Coin Punditry Poses Threat to Dollar – Wall Street Journal
- The economics of the platinum coin option: Platinomics – The Economist
- US oil imports to fall to lowest in 25 years – Financial Times
- Fracking Pushes U.S. Oil Production to Highest Level in 20 Years – Bloomberg
- American industry is on the move – Financial Times
Europe:
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- Special Report – How Mario Draghi is reshaping Europe’s central bank – Reuters
- Lost illusions on Europe – Financial Times
- Greece’s fragile bond rally – FT Alphaville
- In the euro area, it’s pretty much going to suck for awhile – FT Alphaville
- German output rise fails to quell fourth-quarter contraction fears – Reuters
- 2013 Will Be the Year of Geoeconomics – euinside.eu
- Why finance is still king in Britain – The Real Economy – edmundconway.com
- Germany hurt by the Eurozone’s massive demand shock, but has the economy bottomed? – Sober Look
Asia:
- Japan to Buy European Debt With Currency Reserves to Weaken Yen – moneynews.com
- China’s (not remotely insignificant) rebalancing challenges – FT Alphaville
- End of the road for China’s ‘B’ market – Financial Times
- Andy Xie: Hello 2013: China – muddling but not through – FT Beyond Brics
- Standard Chartered’s Stephen Green outlines what China needs to do to rebalance its economy – FT Alphaville
- Japan to stimulate its economy – AFR
Local:
- Investors pile back into super – AFR
- Swan still pushing for austerity – AFR
- States push for mining approvals – AFR
- Jobs, confidence on the slide – The Age
- Retailers disappointed at latest figures – The Age
- The Kouk turns full housing bull – Business Spectator
Other:
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- Data: 2012 Hottest (+ 2nd Most Extreme) Year On Record – The Big Picture