Here’s a list of things Reynard read over the weekend.
Global Macro/Markets:
- Why do CFDs baffle the cops? – FT Alphaville
- Securitization is basically the idea that introducing moral hazard can improve allocation of capital – Economist’s View
- Shadow boxing with a very real (and large) system – FT Alphaville
- No there probably isnt a bond bubble – Washington Post
- Current Account: Currency War Will End in Apocalypse or Redemption – Wall Street Journal
- Michael Lewis: The Trouble with Wall Street – New Republic
- Markets might yet feel wrath of the central banking Gods – Euromoney
- Too-Big-to-Fail Too Hard to Fix Amid Calls to Curb Banks – Bloomberg
- Is this a good time to buy stocks? – Econbrowser
North America:
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- The US labour market is still in a deplorable state – Bill Mitchell
- US budget sequester Looking More And More Likely – Business Insider
- Three views of consumption and the slow economy – The Grumpy Economist
Europe:
- The British banking ring-fence will be electrified after all – FT Alphaville
- Dutch-bottomed bank bondholders – FT Alphaville
- Pricing the Berlusconi bias – FT Alphaville
- Yields In Spain And Italy Jump – Business Insider
- EU Aims to Free Flow of Funds Across Borders – Wall Street Journal
- Greek banks lobby to ease bailout terms – Financial Times
- Münchau: The eurozone crisis is not finished – Financial Times
Asia:
- China’s politics of pollution: Oil giants take a choke hold on power – Reuters
- China’s steel industry is in trouble – Xinhua
- Great, and not so great, inflation expectations in Japan – FT Alphaville
Local:
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- Moodys downgrades Genworth & QBE LMI – The AFR
- Negative gearing must go: Catherine Cashmore – Property Observor [Must read article]
- Interest rates could be on the rise in 2013 – The Conversation
- Property spruikers in the cross-hairs – Tasmanian Real Estate Trouble
- Rate cut unlikely despite soft data – The Australian
- Double blow to superannuation in just one week – The Australian
- Better ways to build the nation – The Australian
- Vic economy at standstill as major projects wind-up – The Age
Other:
- NZ: more leveraged than Greece, Spain, Mexico, Portugal, Italy, UK, US, Australia – Interest.co.nz
- Robots replacing jobs – FT Alphaville
- This is going to end badly – The price of everything