Here’s a list of things Reynard read over the long weekend.
Global Macro:
- Davos Money Men Say World Recovers, Fret About Relapse – Bloomberg
- Does this mark the top for bond prices? – Calculated Risk
- Hedge Funds Boost Bullish Bets by Most Since July: Commodities – Bloomberg
- Profit warnings highest since 2008 – Financial Times
- What Davos means for markets – Business Insider
- Money markets thawing? Yes, in a glacial sense – FT Alphaville
- STIGLITZ: Central Bank Independence Is Unnecessary And Impossible – Business Insider
- Stiglitz is wrong to dismiss central bank independence – The Conversation
North America:
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- Canada – the biggest housing bubble in the world – The Atlantic
- Canada will be back in recession in 2013 – Canadian Business
- Pending US Home Sales Down in December but Remain on Uptrend – realtor.org
- Pending Home Sales index declines in December – Calculated Risk
- Housing spillover effects – Calculated Risk
- Debate at the Fed on When to Slow Its Asset Buying – New York Times
- Fed Seems Set to Keep the Money Spigot Open – Wall Street Journal
- Housing Helps Businesses Rebuild – Wall Street Journal
- The Fed Is More Out of It Than You Thought It Was – Bloomberg
- US faces fresh financial shock – Financial Times
- Housing Markets Future Still Has Many Clouds – New York Times
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:
- Shale gas boom now visible from space – Financial Times
- Is RBNZ weaning NZ off housing? – Gareth Morgan
- Aussie flood disaster engulfs two states – The Australian