Here’s a list of things Reynard read over night.
Global Macro/Markets:
- Let’s wait for a fall in stocks before declaring a great rotation – FT ALphaville
- Ranking Economists’ 2012 Predictions: The Best and Worst – Wall Street Journal
- Simon Johnson: A Hollow Case for Big Banks – New York Times
- Jim Rogers Joins Bill Gross Warning on Treasuries – Bloomberg
- Speech: Stein, Overheating in Credit Markets – Federal Reserve
North America:
- Condo overbuilding in Toronto has reached “ridiculous” proportions – Huffington Post
- The C.BO.’s New Budget Outlook Shows How U.S. Fiscal Policy is Upside Down – New Yorker
- How does Tim Geithner change his mind? – Reuters
- In U.S., Standard-of-Living Optimism at Five-Year High – gallup.com
- Robert Shiller’: Home Investment A Fad – Business Insider
- Fed: Consumer Credit increased $14.6 Billion in December – Calculated Risk
- Retailers Post Strong January Sales Growth – Wall Street Journal
Europe:
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- Ireland deal explainer – finance.gov.ie
- ECB Dashes Irish Hopes of Quick Decision on Bank Plan – Bloomberg
- ECB, Ireland reach deal on promissory note – source – Reuters
- Why it matters that the Irish promissory notes are gone – FT Alphaville
- ECB: Introductory statement to the press conference – ECB
- Bank of England decision and statement – Bank of England
- Mark Carney BoE Questionnaire – Bank of England
- Carney Promises BOE Flexible Future – Wall Street Journal
- Carney Backs Flexible Inflation Targeting in BOE Testimony – Bloomberg
- Mark Carney Speaks Out On NGDP Targeting – Business Insider
- Can the Euro’s Fiscal Compact Cut Deficit Bias? – harvard.edu
- Germany unveils tough new banking rules – Yahoo News
Asia:
- Insight: Japan PM’s push for radical BOJ head meets resistance – Reuters
- The simplicity of Chinese accounting scandals – Quartz
Local:
- Another non-bank lender on the brink of collapse? – Mortgage Mix
- Stockland in trouble on the Gold Coast – Property Observor
- Top-end tax utopia alright for Reinhart – The SMH
- Companies urge government to boost lagging productivity – The AFR
- Changes to super still likely – The AFR
- Private health insurance premiums set to rise – The AFR
- Surplus eases pressure on WA – The AFR
- Stop tinkering with super: BCA – The Australian
- Super needs wholesale reform – The Australian
- Swan break mine tax promise – The Australian
- More delays a blow to Whitehaven – The Age
Other:
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- Huge demand for NZ bonds – Interest.co.nz