Links 4 February 2013

Here’s a list of things Reynard read over the weekend.

Global Macro:

North America:

U.S. shale gas revolution throws down the gauntlet to Europe – Reuters
Banks, at Least, Had a Friend in Geithner – New York Times
Budget Sequestration – How to Do It Right – New York Times
Paul Krugman On The US Economy – Business Insider
America’s Baby Bust – Wall Street Journal
As Growth Lags, Some Press the Fed to Do Still More – New York Times
The unemployment crisis that lies behind the US monthly jobs report – The Guardian
US carbon emissions fall to lowest levels since 1994 – The Guardian

Europe:

Cyprus faces bailout row over fears of ‘haircuts’ for investors – and savers – The Guardian
The putrid smell suddenly emanating from European banks – Testosterone Pit

Asia:

More Mixed Data In China – Forbes
China services’ slow uptick highlights mildness of recovery – Reuters
In rush to urbanize, China flattens 700 mountains – China News Daily
China steel association says industry “faces toughest time since turn of century” – Want China Times
China’s shipyards saw 40% drop in orders last year – Want China Times
China’s high-speed rail still reporting staggering losses – Want China Times
Baosteel’s rare earth net profits halved by weak market – Want China Times

Local:

Other: