Here’s a list of things Reynard read overnight.
Global Macro:
- Albert and those ‘cheapest for a generation’ equities – FT Alphaville
- Forget Previous Bubbles, This Is The Big Lebowski – Zero Hedge
- Check out this great chart of a contrarian indicator – “Fund Manager Bullishness Is Surging To Historic Levels” – Business Insider
- Commodity volatility, where art thou? – FT Alphaville
North America:
- Canadian Finance Minister on the December home sales plunge: “I don’t mind if prices come down a bit, too” – The Globe and Mail
- Debt ceilings and downgrades: who cares? FT Alphaville
- US faces material risk of losing AAA rating: Fitch – The AFR
- Recovery in U.S. Saving 8 Million Underwater Homeowners – Bloomberg
- The Foreclosure Fiasco – New York Times
- Secrets of the crisis revealed: What to expect from transcripts of 2007 Fed meetings – Washington Post
- CoreLogic: House Prices up 7.4% YoY in November, Most Since 2006 – Calculated Risk
- After the Debt Ceiling is increased … – Calculated Risk
- Retail sales point to firmer consumer spending – Reuters
Europe:
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- The great European bank heist reversal – FT Alphaville
- German economy contracts on euro crisis – The AFR
- The euro crisis: Mario Draghi’s premature canonisation – The Economist
- Latest EU Bank Bailout Proposal Is a Dud – Bloomberg
- Germany’s export model faces reality check – The Guardian
- Germany’s economic growth slows sharply in 2012 – BBC
- Greek Economic Sentiment Climbs to Highest in Two Years – Bloomberg
- Bad Economy Means Young Europeans Having Trouble Leaving Home – Der Spiegel
Asia:
- A nasty economic battle looms between China & Japan – Reuters
- China’s deposit-heavy banks must diversify – Financial Times
Local:
- Aussie car makers seek more taxpayer subsidies (throwing more good money after bad?) – The AFR
- Swan builds budget strategy on further rate cuts – The AFR
- ATO keeps Swan in the dark over mining tax – The AFR
- RIO facing -40% fall in full year earnings despite iron ore bounce – The AFR
- No point in a MRRT on gold – The AFR
- Small cities the most liveable for families – The Age
- Price discrimination alive and well in retail – The Age
- Rio plans cost cutting at Australian coal mines – The Australian
- Labor’s vain hope for an iron ore rescue – Business Spectator
Other:
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- Apple’s decline is accelerating, hitting new lows – Yahoo Finance