Here’s a list of things Reynard read overnight.
Global Macro:
- Getting on with life after the “policy vol crunch” – FT Alphaville
North America:
- Canadian finance minister (Flaherty) will face flack if house prices cool – The Globe and Mail
- How low will Canadian house prices go? – Canadian Business
- More on “substantially” and the Fed – FT Alphaville
- Fed Concerned About Overheated Markets Amid Record Bond-Buying – Bloomberg
- Jobless claims drop to five-year low – Reuters
- Weekly Initial Unemployment Claims decline to 335,000 – Calculated Risk
- US homebuilding is booming – and so are foreclosures for struggling owners – The Guardian
- 2012’s Construction Rebound: Behind the Façade – Trulia Trends
- Housing Starts increase sharply to 954 thousand SAAR in December – Calculated Risk
- Home Building Rose 12% in December – Wall Street Journal
- Housing starts climb to highest rate since June 2008 – Reuters
Europe:
Advertisement
- Bank of England warns Lloyds and RBS need billions more in capital – RT.com
- Politicians stoke next UK property bubble – The Guardian
Asia:
- Analysts skeptical of China’s latest official trade data – Want China Times
- The war that can’t happen between China and Japan – Trefor Moss
- 10 China predictions for 2013 from a McKinsey executive – Market Watch
- China’s new dawn – The AFR
- Default Alarm Rings as Trust Loans Jump Sevenfold: China Credit – Bloomberg
- China Set to Exit Slowdown by Boosting Infrastructure – Bloomberg
Local:
- A rebound in iron ore prices? Who knows? – The Conversation
- It could be a good thing that the manufacturing sector is shrinking – The Conversation
- China less important to Australia’s export success – The AFR
- Aust labour force data reveals a failed fed economic strategy –Bill Mitchell
- Peet offers $50k discount on WA house and land packages – Peet
- BHP against the iron ore price – FT Alphaville
- Jobless rise no guarantee of rate cut – The Age
- Piper must be paid for some crazy (Rio) forays – The Age
- $14 billion write-down fells Rio’s CEO – The AFR
- Iron ore prices to remain volatile – The AFR
- Business cuts staff hours at fastest rate since GFC – The AFR
- Jobless rise tests Labor’s strategy – The Australian
Other:
Advertisement
- Why Economics Is Dead Wrong About How We Make Choices – The Atlantic