Links 10 January 2012

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Here’s a list of things Reynard read overnight.

Global Macro:

North America:

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