Here’s a list of things Reynard read over night.
Global Macro:
- Global Employment Trends 2013 – Recovering from a second jobs dip – World Bank
- Recoveryless jobbification – FT Alphaville
- Job destruction vs unemployment duration by country, 2007 vs 2011 – FT Alphaville
- NGDP level targeting: Yellen it from the rooftops, but nobody heard – FT Alphaville
- Correlation: the credit trader’s kryptonite – FT Alphaville
- Beggar Thy Currency Or Thy Self? by Mohamed A. El-Erian – Project Syndicate
- Central bankers should be brought to heel by elected parliaments – The Telegraph
- The Macroeconomic Task Ahead – Econbrowser
North America:
- Architecture billings up for fifth month. Calculated Risk
- Koo: I’LL tell YOU when we’re delevered! – FT Alphaville
- House votes to temporarily defuse debt limit crisis – Yahoo Finance
- Firms Keep Piles of ‘Foreign’ Cash in U.S. – Wall Street Journal
- Martin Wolf: America’s fiscal policy is not in crisis – Financial Times
Europe:
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- LTRO repayment bifurcation risk – FT Alphaville
- Banks Too Big to Manage Find Davos Vows Too Hard to Win – Bloomberg
- Selfish, ignorant, dangerous: Europe’s verdict on Cameron speech – Reuters
- Bank of Spain says economy shrank 0.6 pct on quarter in Q4 – Reuters
- Europe finance tax to net tens of billions of euros: France – Reuters
Asia:
- China’s new leader Xi Jinping vows to “crush all corrupt officials” from high-ranking “tigers” to low-ranking “flies” – The Times of India
- Yenstimates all over the place – FT Alphaville
- GMO on China’s subprimey financial innovations – FT Alphaville
- The Growing Pains of Urbanization – Caixin
Local:
- Cheaper to buy than rent. AFR. Bogus study uses average loan size to juke the stats.
- Another year of adjustment. AFR
- Inflation builds rate cut case. The Oz
- BHP to cut. AFR
- Vic planning minister set to be given new powers to overturn planning decisions – The Age
- BHP tipped to slash lagging operations – The Age
- Experts say the road to riches is more infrastructure investment – The Australian
Other:
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- This time, nobody likes Apple – FT Alphaville
- Donald Trump reportedly interested in buying the New York Times – CNN Money