Links 12 February 2013

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Here’s a list of things Reynard read over night.

Global Macro/Markets:

North America:

  • America’s broken dreams – Four Corners
  • Student Loans Going the Way of Housing – Daily Reckoning
  • Fed’s Yellen: “A Painfully Slow Recovery for America’s Workers” – Calculated Risk
  • Central banking and bubbles: Scott Sumner is wrong – The Economist
  • Bill to Limit Too-Big-to-Fail Bank Risk Prepared in U.S. House – Bloomberg
  • More About US Austerity – New York Times
  • Balancing the federal budget in 10 years: More gimmick than good policy – aei-ideas.org
  • Home Prices Rise in 88% of U.S. Cities as Recovery Gains – Bloomberg

Europe:

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  • The Netherland’s slow motion bank wreck – FT Alphaville
  • UK banking reform bill won’t curb reckless risk-taking – The Conversation
  • A rare sighting of good news in Europe – Financial Times
  • Productivity is Europe’s ultimate problem – Financial Times
  • S&P lifts Ireland’s outlook to stable – Reuters
  • EU Crisis Damage Seen in Worst Quarter Since Lehman Wake – Bloomberg

Asia:

  • How Much Gold Does China Really Have? – Money Morning
  • Japan, Demographics and National Productivity – Forbes
  • Speculation Over the Next BoJ Governor Intensifies – The Big Picture
  • Guest post: China’s looming debt burden threatens growth – Financial Times

Local:

  • No country for young voters – ending the superannuation rort – New Matilda
  • Labor stews over fix for mining tax – The AFR
  • Labor has dug a budget hole – The AFR
  • Fortescue considers fresh appeal over Rio rail access – The Age
  • Super tax breaks not super at all – The Age
  • Government may cave in on mining tax – The Age
  • PM blames states for tax fiasco – The Australian

Other:

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