Here’s a list of things Reynard read over night.
Global Macro/Markets:
- All’s fair in love and currency wars – FT Alphaville
- S&P killer, qu’est-ce que c’est? – FT Alphaville
- Roubini Global Economics – The View From Davos: Too Bullish? – roubini.com
North America:
- The US v S&P – FT Alphaville
- US government has not exhausted its fiscal options – Bill Mitchell
- Outlook: debt to stabilize; low growth, high jobless; sequester would hit GDP – Congressional Budget Office
- Name the largest credit market in the US – Sober Look
- Service sector grows in January: ISM survey – Reuters
- Year-on-year house price gain hits six-year high – MarketWatch
- Home prices post biggest jump in over six years: CoreLogic – Reuters
Europe:
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- UK productivity puzzle possibly solved? – FT Alphaville
- Hollande warns on euro strength damaging Europe’s economy – Financial Times
- ECB to hold rates, Draghi faces Monte Paschi grilling – Reuters
- Euro zone economy shows signs of recovery – Reuters
Asia:
- The Japan Story – New York Times
- China & Japan on the brink of war – The Age
- War with Japan means disaster, win or lose – Global Times
- With China’s working age population declining, is it time to end the old-child policy? – The Diplomat
Local:
- Michael Pascoe nails the problem with the Victoria (and post mining-boom) economy – The SMH
- Reserve Bank on standby to cut interest rates again – Peter Martin
- Investing returns of the decade – The SMH
- Aussie Builders: “We can’t give it away” – Canberra Times
- What the Reserve thinks… – The Age
- Car subsidies are a state secret – The AFR
- Warning of superannuation backlash – The Australian
- Why your home is not worth as much as you thought it is – Property Observer
- Real estate agents back RBA decision – The SMH
Other:
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- Standard & Poors accused of fraud – New York Times
- McGraw-Hill, S&P Sued by U.S. Over Mortgage-Bond Ratings – Bloomberg