Here’s a list of things Reynard read over night.
Global Macro:
- The Perfect Storm: Energy, Finance & the End of Growth – Straight Talking
- The Economic Fundamentals of 2013 by Nouriel Roubini – Project Syndicate
- UK Regulator Says Changes Afoot for ‘Too Complex’ Bank Rules – New York Times
- Gold price in 2013: watch out for risk of bubble burst – emergingmarkets.org
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