Here’s a list of things Reynard read overnight.
Global Macro:
- Simon Johnson: Betrayed by Basel – New York Times
- The Myth of ‘Jobless Recoveries’ – Econbrowser
- The Economist’s interactive chart comparing nominal and real house prices across 20 markets over time – The Economist
North America:
- Tim Geithner is one of the most important Treasury secretaries in history – Washington Post
- Buffett Says Banks Cleared of Excess Risk Pose No Threat to U.S. – Bloomberg
- Home Lender Rules Bar No-Docs, Teasers – Wall Street Journal
- Bank of Canada could raise rates half a per cent this year, says RBC – Yahoo Finance
- On diminishing capital intensity – FT Alphaville
Europe:
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Asia:
- China Exports Accelerate With Credit in Recovery Boost: Economy – Bloomberg
- China trade rebound hints at solid growth – Financial Times
- China’s growth rate rebounds in December – CBC Business
- China’s 2012 trade surplus surges 48% – Channel News Asia
- China trade: good news, surely? – FT Beyond BRICS
- Porn for China uber bulls – HSBC
Local:
- Australia & New Zealand have two of the top 10 most FREE economies in the world! – Heritage Foundation
- Hey, big spender: Howard king of loose purse strings–says IMF! – The SMH
- WA fears green hit to gas hub – AFR
- Fortescue to cash-in on iron ore rebound – Business Spectator
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