Here’s a list of things Reynard read overnight.
Global Macro:
- Are CBs sowing the seeds of a greater crisis? – The Australian
- Guilty gilts and central bank independence – FT Alphaville
- We Are Now So Close To The End of The Era Of Crisis… – Business Insider
- FRB: Do Recessions Affect Potential Output? – Federal Reserve
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