Here’s a list of things Reynard read over night.
Global Macro/Markets:
- Will China’s inflationary stimulus revive flagging commodity prices? – South China Morning Post
- Jeremy Grantham: Managing Progress in a World of Finite Resources – The Big Picture
- OECD economies in 0.2% quarterly decline – BBC
- Global Trend Indicators – The Big Picture
North America:
- Canada’s wholesale slump confirms bad ending to 2012 – Reuters
- Chill Continues for Toronto Condo Market in February – Wall Street Journal
- What’s ahead for the Canadian housing market – The Globe & Mail
- How the ultra-rich are pulling away from the ‘merely’ rich – Washington Post
- Is the Sequester Really Going to Happen? – Crossing Wall Street
- Simpson, Bowles to Offer New Deficit Plan – Wall Street Journal
- Swelling U.S. Labor Force Keeps Fed at Ease – Bloomberg
- The Real Problem with the Big Banks – New Yorker
Europe:
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- A eurozone safe against, or is it safe for, sovereign holdouts? Part one – FT Alphaville
- A eurozone safe against, or is it safe for, sovereign holdouts? Part two – FT Alphaville
- Why the euro crisis is not yet over – Financial Times
- Economic performance since the introduction of the euro – Thomson Reuters
- Merkel Cites East German Lessons for EU’s Problem States – Bloomberg
Asia:
- Chinese issuance of (potentially risky) local govt bonds has exploded 10-fold since 2008 – Financial Times
- Chinese bankers are starting to play CYA over bad debt – Wall Street Journal
- Prosperous property deals during Chinese New Year – Want China Times
- China’s foreign oil output surges – Financial Times
- China’s Army Is Seen as Tied to Hacking Against U.S. – New York Times
- Pettis on China: how to spot early signs of economic reform – Financial Times
Local:
- Are we ashamed of Australian culture? – Daily Life
- Is the Melbourne unit market oversupplied? – Property Observer
- If you build greenfield housing estates, they won’t necessarily come – Property Observer. Not when small blocks cost $200k.
- Rudd is Labor’s last hope – The Age
- Labor’s plan to save $1 billion in doubt – The Age
- The RBA’s policy paradox – The AFR
- RBA remains in wait and see mode – The AFR
- Coal seam gas debate mix of myth & science – The AFR
Other:
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- A Qualified Apology to Niall Ferguson – New York Times