Links 21 February 2013

Advertisement

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:

Other:

Advertisement
  • RBNZ on NZ’s overvalued exchange rate – FT Alphaville
  • The future of free-market healthcare – Reuters