Here’s a list of things Reynard read overnight.
Global Macro:
- On the transient necessity of central bank independence – FT Alphaville
- A guide to the liquidity coverage ratio, for whingers – FT Alphaville
- Top 10 Reasons to be Bullish in 2013 – The Big Picture
- The Trends to Watch in 2013 – Charles Hugh Smith
- Why Austerity Works and Fiscal Stimulus Doesn’t – Bloomberg
- When a guess is as good as a forecast – The Age
North America:
- Canada: Cooling house market could undercut retirement plans – CBC Business
- Fiscal Cliff: The coin as negotiating strategy – FT Alphaville
- America’s big banks win again – Salon
- What will happen with US house prices in 2013? – Calculated Risk
Europe:
Advertisement
- More miserable jobs numbers for Europe – FT Alphaville
- Greek government finds it can’t have its mousakka and eat it – FT Alphaville
- Euro area unemployment rate at 11.8% – European Union
Asia:
- Michael Pettis on Chinese banking in 2013 – FT Beyond Brics
- What sub-6% Chinese growth will do to various assets – FT Alphaville
- Caixin Commentary — The Middle Kingdom and the Middle Income Trap – Caixin
Local:
- Insurers warn on rising risks – The Age
- Businesses make most of high AUD – The AFR
- AUD might hit $1.10, but parity on the horizon – The AFR
- Push on APRA to back softer banking rules – The AFR
- Increasing the super contribution rate is a second-rate solution – The Conversation
Other:
Advertisement
- The big problem with economics—lots of nice theories built on terrible data – Slate