Weekend links: 19 & 20 January 2013

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Here’s a list of things Reynard read overnight.

Global Macro:

North America:

  • FOMC: Transcripts and Other Historical Materials, 2007 – Federal Reserve
  • Fed missed warning signs in 2007 as crisis gathered steam – Reuters
  • Inside the Fed’s 2007 crisis response – Washington Post
  • Fed Transcripts Show Shift From Complacency to Alarm – Wall Street Journal
  • Three Stages of Fed Grief: Key Quotes From 2007 – Wall Street Journal
  • From subprime to crisis: the Fed’s 2007 transcripts – FT Alphaville
  • 2007 FOMC transcripts: a few more excerpts – FT Alphaville
  • Markets will panic over our debt crisis. Sometime. – Washington Post
  • House G.O.P. Agrees to Lift Debt Ceiling for 3 Months – New York Times
  • Consumer sentiment hits year low in January – Reuters
  • Preliminary January Consumer Sentiment declines to 71.3 – Calculated Risk
  • State Unemployment Rates “little changed” in December – Calculated Risk

Europe:

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  • IMF sees up to 9.5 billion euro Greek funding gap – The AFR
  • Bank of Italy sees gloom deepening for economy – Reuters
  • ECB: Euro area financial markets: where do we stand? – European Union
  • Euro zone to tackle thorny question of aid for bank – Reuters
  • Spanish bank bad loans as % of total – Thomson Reuters

Asia:

  • Reading the China GDP growth entrails – FT Alphaville
  • China recovery taking hold – The AFR
  • SocGen China Hard Landing Presentation – Business Insider
  • China’s economy rebounds in fourth quarter, 2012 weakest since 1999 – Reuters
  • China Exits Slowdown as Quarterly Growth Tops Forecasts: Economy – Bloomberg
  • China wealth gap data stoke scepticism – Financial Times
  • The Limits of China’s Consumer Revolution by Zhang Monan – Project Syndicate
  • China records slowest growth for 13 years – Financial Times
  • China GDP in two charts | beyondbrics – Financial Times

Local:

  • There are signs unemployment could break higher than 5.5 per cent, but there’s also reason for hope – ABC The Drum
  • Swan eyes surplus in far distance – The AFR
  • States not needed but here to stay – The AFR
  • Fortescue’s great escape – The AFR
  • Australia too expensive for tourists – The Age
  • Treasurer declares time on side of mining boom – The Age
  • Swan claims IMF support for backdown on surplus – The Australian
  • Domestic gas shortgage looming as supplies go offshore – The Australian