Links 14 February 2013

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

Global Macro/Markets:

• DJIA vs S&P 500 P/E – The Big Picture
• Looking for the next financial bubble? Just follow the quants. – Sober Look
• The case for helicopter money – Financial Times
• More College Grads Equals Faster Economic Growth – Bloomberg
• The world economy: Cliffs avoided, mountains ahead – VOX

North America:

• No, Marco Rubio, government did not cause the housing crisis – Washington Post
• Marco Rubio Has Learned Nothing – New York Times
• The Consequences of a Strong Dollar – The Big Picture
• Retail Sales in U.S. Increase at Slower Pace as Taxes Take Bite – Bloomberg
• Retail Sales increased 0.1% in Janaury – Calculated Risk
• SEC to roll out ‘Robocop’ against fraud – Financial Times
• Big Banks Are Told to Review Their Own Foreclosures – New York Times
• Obama Says U.S. Will Begin Trade Talks With 27 EU Nations – Bloomberg
• Growth isn’t enough to help the middle class – Washington Post
• Consumer Cutbacks May Get Worse – Wall Street Journal
• Simon Johnson: The Big Banks Fight On – New York Times

Europe:

• Europe Needs Banking Union for Safe, Stable Financial System – imf.org
• Draconian Cash Controls Are Coming To France – testosteronepit.com
• Euro-Zone Worries Intensify – Wall Street Journal

Asia:

• Russia plans $25-$30 billion oil-for-loans deal with China – Reuters
• Roubini Global Economics – Chinese Urbanization: Hope, Hype and Hokum – roubini.com

Local:

• Call to demolish home grants – The Age
• Australia banks on increased housebuilding – Financial Times
• FIFO report shows mining sector a ‘cancer’ on country towns – Herald Sun
• Developer’s hidden link to Cr Doyle – The Age
• Big Four banks defy naysayers – The AFR
• Bankers lose appetite for deposits – The AFR
• Private super in frame for tax hit – The Australian
• Gillard to resist changes to mining tax – The Australian
• How Canberra got screwed on mining tax – The Age
• Soft commodities to the economy’s rescue? – The Australian

Other:

• Highest & Cheapest Gas Prices by Country: Global Gas Prices – Bloomberg