Here’s a list of things Reynard read overnight.
Global Macro/Markets:
- The false-alarmists behind this shrinking population panic – The Guardian
North America:
- Millennials (Gen Y) Reducing Debt Thanks to Less Home Ownership – Time Magazine
- Another voice turns cautious on Canadian banks – Globe & Mail
- Canada’s looming condo crash – Bloomberg
- Downsizing boomers shunning condos – The Star
- Canadian real estate investors fret as housing blitz winds down – Financial Post
- Leading indicators disagree about strength of Canadian economy – Financial Post
- The Mood Among Canadian Businesses is Very Grim – Wall Street Journal
- Sequestering a weaker US economy – CNN
- What Bernanke Didn’t Say About Housing – Bloomberg
Europe:
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- How would an Italian bailout work now? – The Guardian
- Europe’s debt delusion – Financial Times
Asia:
- Deflating shadow credit in China – FT Alphaville
- “There is a huge real estate bubble in 3rd and 4th-tier cities in China” – CCTV anchor – Financial Times
- China’s cancer villages. Environmental concerns start to bite – New York Times
- Japan’s shrinking population – Wall Street Journal
Local:
- Australia groans under a 4 bank oligarchy – Herald Sun
- As Goes China, So Goes The World And Definitely Australia – Zero Hedge
- Family tax benefit under the budget microscope – The Australian
- Relax 457 visas: business – The Australian
- Engineering exit as boom peaks – The AFR
Other:
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- Capitalism isn’t working – PBS
- 72 is the new 30. The vast improvement in life expectancy – Financial Times
- On negative interest rates and hoarding – FT Alphaville