Here’s a list of things Reynard read over night.
Global Macro:
- The practicalities of the currency wars – FT Alphaville
- Whatever happened to the double-digit sovereign yield? – FT Alphaville
- Long-term pessimism, short-term frothiness, and the recovery in world wealth – FT Alphaville
- Inequality, the Second Great Depression, and mainstream economics – Real World Economics Review
- Lifting the lid on a ponzi scheme – The Australian
- Investors Most Optimistic on Stocks in 3 1/2 Years in Poll – Bloomberg
- Why Stimulus Has Failed by Raghuram Rajan – Project Syndicate
North America:
- Obama Needs a New Deal for His Second Term – Slate
- Existing Home Sales: Another Solid Report – Calculated Risk
- Existing-Home Sales Slip in December, Prices Continue to Rise; 2012 Totals Up – realtor.org
- Chicago Fed “Economic Growth Moderated in December” – Calculated Risk
Europe:
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- Time for a land tax in the UK – The Guardian
- German Investor Confidence Increases to 2 1/2-Year High – Bloomberg
- EU states get blessing for financial trading tax – Reuters
- EU Set to Allow Nations to Move Ahead on Transaction Tax – Bloomberg
- France, Germany prepare plans for deeper economic union: Merkel – Reuters
Asia:
- How much can the Chinese consumer really spend – Project Syndicate
- In China, signs that one-child policy may be coming to an end – Reuters
- Peking University professor estimates roughly 10,000 officials fled China in 2012 with as much as £100 billion – The Telegraph
- Wild swings and roundabouts courtesy of the BoJ – FT Alphaville
- Why does Japan need to ‘right its economic ship’? – The Economist
- Japan 2.0 (and that’s a target, mind) – FT Alphaville
- Has BoJ policy changed THAT much? – FT Alphaville
- Japan faces pressure for more stimulus – The AFR
- Bank of Japan makes boldest attempt yet to lift economy – Reuters
Local:
- Do Australians care about climate change? – The Conversation
- Rising house prices to stop further rate cuts – The AFR
- “Aus should play the role of a kind-hearted lamb’’ – Chinese Colonel – SMH
- Taking healthcare from children, a new low. But at least we can still afford Grand Prix – The Age
- The Rio Tinto domino – FT Alphaville
- Time to broaden Australia-India engagement beyond uranium – SMH
- Alco urges action on domestic gas price – The AFR
- Falling emissions cuts carbon tax take – The Australian
- APRA sounds warning for super – The Australian
- Baby boomers stager blindly into retirement – Financial Standard
Other:
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- Postioning for credit losses, the JPMorgan way – FT Alphaville