Here’s a list of things Reynard read over night.
Global Macro:
- The shape of discretionary spending in emerging markets – FT Alphaville
- IMF: Cut bankers’ pay or risk another crash – The Independent
- Preparing for a nickel glut? – FT Alphaville
- Dr Doom says quantitative easing will create zombie banks, firms and borrowers – The Guardian
- Money printing ‘amounts to theft from our children’ – The Telegraph
North America:
- S&P 500 tops 1,500 for the first time since 2007 – Marketwatch
- Rapidly falling resource revenues hit Alberta Canada – The Globe & Mail
- “Worst US recovery ever” – Zero Hedge
- The Untouchables: Why Wall St escaped prosecution for any fraud related to the sale of bad mortgages – PBS Frontline
- US Flash PMI for January rises to 56.1 – Business Insider
- Weekly Initial Unemployment Claims decline to 330,000 – Calculated Risk
- Analysis: U.S. bond stars bet big on equities revival – Reuters
- U.S. companies need to get real about pensions too – Breakingviews
Europe:
- A Greek statistician speaks out – FT Alphaville
- Thanks for letting the team down, France – FT Alphaville
- French Flash PMI Comes In Horrible – Business Insider
- Spanish joblessness climbs again, no relief in sight – Reuters
- Commentary on David Camerons’s Pledge to Hold EU Referendum – Der Spiegel
Asia:
- Tim Harcourt: The Asian Factor – BRW
- Japan records largest ever trade deficit – Financial Times
- China Manufacturing Expands at Fastest Pace in Two Years – Bloomberg
- China HSBC flash PMI hits two-year high in January – Reuters
Local:
- Michael Pascoe: “the use of family trusts is a joke at the expense of the less fortunate” – The SMH
- Baby boomers may have cultural cringe but gen x & y know Aus is a great place – The Punch
- An early election is an economic must for Labor – The AFR
- Push to cap super lump sum payments – The AFR
- Demand for executive rentals falls – The AFR
- Twentysomethings still suffering GFC effects – The Age
- Budget cuts hit elective surgeries – The Age
- Fortescue to branch out from iron ore – The Age
- Australians more positive than expected. Still love property – The Age
- Adapt or sink, Combet warns manufacturing industry – The Australian
- RBA must ignore calls for more rate cuts – The Australian
Other:
- Buffett pulls ahead in wager against hedge funds – Fortune