Here’s a list of things Reynard read over night.
Global Macro:
- Reforming bank risk-weighted assets – FT Alphaville
- Goldman Sachs braces for bond market blow up – Fortune
- Expect to hear a lot of scary bond bubble talk, starting … now. – Quartz
North America:
- The FOMC Decision and US Q4 GDP Data – Acting Man
- Jobless Claims in U.S. Rose 38,000 Last Week to 368,000 – Bloomberg
- Personal income posts biggest gain in eight years – Reuters
- Personal Income up 2.6% in December, Spending up 0.2% – Calculated Risk
- Who Owns the U.S. Treasury Market? – Global Macro Monitor
- Anyone who doubts fiscal cliff impacted US economy is living in a fantasy-land – The Guardian
Europe:
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- Belgium and the LTRO – FT Alphaville
- Joining the Establishment, UK NGDP targeting – FT Alphaville
Asia:
- China’s two paths to urbanisation – FT Alphaville
- Banks vs Babies – FT Alphaville
- Chinese shadow banking: danger & opportunity – China Economic Review
- China battles sugar smugglers as it tries to keep domestic prices way above world market to prop up Chinese producers – Reuters
- China in Revolution & War – Brookings
- Defining the Chinese Dream – Caixin
- Closer Look: Exhausted with Beijing’s Smog – Caixin
- Beijing Air Akin to Living in Smoking Lounge – Bloomberg
Local:
- The irregular ratio spooking property – Business Spectator
- Forrest locked in fight with miner over ancestral pastoral land – Business Spectator
- WA pushes plan to reform GST carve-up – The AFR
- Garnaut urges greater emissions cuts – The AFR
- Statistics show there’s no reason to whinge – The Age
- Banks to hold line on rates – The Australian
Other:
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- Interactive currency-comparison tool: The Big Mac index – The Economist