Here’s a list of things Reynard read overnight.
Global Macro/Markets:
- A powerful convexity in short-term Vix futures – FT Alphaville
North America:
- A soft landing for Canada? Not so fast – The Globe & Mail
- A mini Canadian debt default: Ottawa writes off another $540-million in unpaid student loans – National Post
- Whither Canada’s Labor Market? – Wall Street Journal
- Canadian baby boomers may be planning to move, but not into condos – The Star
- Home Prices Closed Out a Strong 2012 – Riholtz
- A good primer on US budget sequester – Roll Call
- Bernanke fears US spending cuts – The AFR
Europe:
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- Italian post-election misery – FT Alphaville
- Italian bank shares smashed – The Guardian
- The burning of Rome spreads – FT Alphaville
- France’s Industry Minister calls on ECB to join currency war and deliberately weaken euro – Zero Hedge; Bloomberg
- EU watchdog worries about how banks add up risks – Reuters
Asia:
- China’s credit to GDP ratio over the years — including shadow banking – Financial Times
- How excess liquidity drives China’s real estate bubble – Washington Post
- Trends to Watch in This Year’s Monetary Policy – Caixin
- China has its own debt timb bomb – Wall Street Journal
- China issues draft rules easing issuance of asset-backed securities – Reuters
Local:
- Rio Tinto warned of possible rating cut – Financial Times
- Iron ore to dive to $US70 a tonne – The Age
- Pilbara in lock-down as Rusty roars in – The Australian
- Residex regional Australia statistics for January 2013 – Residex
- RBA has power to lower dollar – The Australian
- Corbett rejects rate cut pressure – The Australian
- Tough times in the coal mines – The AFR
- Gas developers fight back against CSG ruling in NSW – The AFR
Other:
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- How to fix banking so the rest of us don’t have to pay for it – The Guardian
- Hey, spendy miners, operate Glencore style – FT Alphaville
- Is the productivity boost of mobile technology worth the hastle – The Age