Here’s a list of things Reynard read over night.
Global Macro/Markets:
- Jeremy Grantham about managing progress in a world of finite resources – BBC Radio
- Why do “experts” always avoid mentioning household debt – Wall Street Pit
- Our obsession with growth rates, by Scott Winship – Marginal Revolution
North America:
- Housing starts plummeted in January. Here’s why not to panic – Washington Post
- FRB: FOMC Minutes, January 29-30, 2013 – Federal Reserve
- U.S. Banks Bigger Than GDP as Accounting Rift Masks Risk – Bloomberg
- U.S. Banks Would Look Scarier If They Were European Banks – Dealbreaker
- It’s Time To Worry That Our Government Will Wreck Our Economy Again – Yahoo
- Macroeconomic Advisers: 50% odds of sequester, would cut GDP by 0.6% – Econbrowser
Europe:
Advertisement
- A Minutes worth of sterling freefall – FT Alphaville
- The OC (of Greek covered bonds) – FT ALphaville
- The real rate of British inflation – FT Alphaville
- Spanish Economy and Italian Politics Could Trigger Euro Crisis Return – Der Spiegel
- Austerity’s poster child Portugal says economy is doing way worse than it realized – Quartz
Asia:
- Japan posts record January trade deficit – Financial Times
- Andy Xie: Chinese govt must “cut spending & fixed-asset investment or wake up to a messy economic reckoning” – Caixin
- Secretive Chinese firm used bribes and blackmail to help clients “erase” negative articles from internet – South China Morning Post
- China: No country for old age – New York Times
- China, world’s largest emitter of greenhouse gasses, will tax carbon – Quartz
- Asia’s pollution crunch challenges economy – The AFR
Local:
- Why have a flat tax on super? – Matt Cowgill
- Sydney remains ninth most expensive office rental market in the world – Property Observer
- Mining created 500,000 jobs across country – The Australian
- 1.1 million Aussies are employed in mining-related industries – The AFR
- Goodman to reap $250m windfall from land rezoning – The Australian
- Shale may redefine BHP – The Australian
- Unsustainable pensioners – The Age
Other:
Advertisement
- RBNZ on NZ’s overvalued exchange rate – FT Alphaville
- The future of free-market healthcare – Reuters