Here’s a list of things Reynard read over the weekend.
Global Macro/Markets:
- Fiscal policy: The austerity is real – The Economist
- Government Debt and Macroeconomic Activity: A Predictive Analysis for Advanced Economies – The Big Picture
- 2013 Investment Themes – The Big Picture
North America:
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- Housing data a bad omen for Canada’s economy – Globe Investor
- Shiller: No Major Rally in U.S. Housing Market – The Big Picture
- AutoNation’s chief warns of reckoning for autos, U.S. economy – Yahoo
- Treasury Eases Off on Bank Rules – Wall Street Journal
- Solving the Sequester: The Facts – whitehouse.gov
- Many 2011 federal budget cuts had little real-world effect – Washington Post
- The “austerity” of 2011-2012 in the United States – Marginal Revolution
- Automatic budget cuts are almost certain – LA Times
- Americans Are Tapping Home Equity Again – CNBC
Europe:
- Polish Property Prices Plummet – iexpats.com
- Doubts still on euro zone recapitalization for Irish banks: central bank – Reuters
- London Home Prices to Increase 31% by Decade’s End, CEBR Reports – Bloomberg
Asia:
- China surpasses US as biggest trading nation – Bloomberg
- China facing 140m jobs shortage as population ageing bites – The Guardian
- China No Longer Cheapest Labor – The Foundry
- China From Space At Night – Business Insider
- The Koizumi years: A macroeconomic puzzle – Noahpinion
- Japanese Relative Performance – New York Times
- In China, a Vast Chasm Between the Rich and the Rest – New York Times
- Is China Mobilizing For A War With Japan? – ZeroHedge
Local:
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- Developer profits hit as residential market downturn persists – The Age
- Gittins: RBA bursts bubble of certainty – The Age
- Is the political talent pool shrinking – The Global Mail
- Movers and shakers of the 2013 political year – The Daily Telegraph
- Flaw to blame for mining tax shortfall – The Australian
- May Budget must deliver – The Australian
- Unemployment may spur rate cuts as mining peaks – The Australian
- Economy still riding on miner’s back – The AFR
Other:
- How Economics Has Benefited From Immigration – The New York Times
- Assessing policy against progressive economic priorities – Rortybomb
- Robert Shiller Destroys The Idea Of Investing In A Home – Business Insider
- corporate interests behind the NRA – Rolling Stone
- The Importance of Excel – The Baseline Scenario
- Brazil Prepares to Surprise Drillers This Time With Gas – Bloomberg