Links 22 January 2013

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Here’s a list of things Reynard read over night.

Global Macro:

North America:

  • 2012 New Home sales will be up about 20% from 2011 – Calculated Risk
  • President Obama’s second inaugural address (Transcript) – Washington Post

Europe:

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  • It’s Mostly Fiscal (Transfer), all over again – FT Alphaville
  • Eurozone liquidity and menacing straws – FT Alphaville
  • Why the UK’s Funding for Lending scheme is failing – Skidelsky
  • Davos Doom Loses to Merkel-Draghi as Euro Defies Roubini – Bloomberg
  • U.K. Finance Industry to Cut 43,000 Jobs, CBI Survey Says – Bloomberg

Asia:

  • Nope, China still has the same old problems – FT Alphaville
  • New Andy Xie Column – Money Cannot Buy Growth – Caixin
  • China’s massive credit dependency – FT Alphaville
  • State-owned Banks Cut Profit Expectations for 2013 – Caixin
  • China Taps Forex Stash for Globalization Cash – Caixin
  • Vietnam surpasses Brazil as the world’s biggest coffee exporter – Bangkok Post
  • China must look to its own oil and gas resources: Kemp – Reuters

Local:

  • War games to protect Australia’s resource riches – The AFR
  • Rio ore still front but Vale will test it by 2015 – The AFR
  • Gas price rises inevitable – The AFR
  • Deloitte warns on LNG supply costs – The AFR
  • Australia needs more gas, not more regulation – The AFR
  • Domestic buyers lose on cheap gas punt – The Australian
  • Ted Baillieu, let the Melbourne grand prix die – The Age
  • Interest rate cuts fail to lift housing – The Age

Other:

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  • FT Alphaville on the Demographia Housing Affordability Survey – FT Alphaville