Links 29 January 2013

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Here’s a list of things Reynard read over the long weekend.

Global Macro:

North America:

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Europe:

  • Euro periphery draws back €100bn – Financial Times
  • Euro Crisis Seen Reaping Social Toll With Record Jobless – Bloomberg
  • New Bank of England head Mark Carney hints at big shift in policy – The Guardian
  • Carney rejects King and supports the Fed doves – Financial Times
  • Carney willing to take more activist stance – Financial Times
  • A declining but distorted euro M3 – FT Alphaville
  • Britain caught in the mire of its own policy failure – Bill Mitchell
  • Is Britain in a depression because it slashed public investment? – The Atlantic

Asia:

  • China’s brokerages turn shadow banks – Financial Times
  • In China, shadow financing via brokerages appears to have risen 600% in 2012 – Financial Times
  • Japanese doomsday alert. Why this time you need to care – Euromoney
  • China set for “major crisis” within the next decade – Trustnet.com
  • Aussie firms ramp-up Chinese ventures – The Australian

Local:

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  • Iron ore price shocks a big deal for economy – Adelaide Now
  • Banks laughing all the way to the… bank – The SMH. Covered bonds reducing bank funding costs.
  • No slices too deep or shallow for Abbott’s razor – The SMH
  • Coal supplies hit by trains – The SMH
  • Voters send Labor packing: Poll – The AFR
  • Treasury secretary slams door on GST reform – The AFR
  • Business feels carbon tax impact – The AFR
  • Coalition courts private funding for big projects – The AFR
  • Fight to keep out unions – The Australian

Other: