Here’s a list of things Reynard read over night.
Global Macro/Markets:
- The New PE Ratio: Price to Ego – The Reformed Broker
- Currency War Confusions – New York Times
- What if the Stock Market Were a Bond? – Crossing Wall Street
- Do Record Equity Inflows Mean Anything? – The Big Picture
- What QE means for the world: Positive-sum currency wars – The Economist
North America:
- Manufacturing vs construction, revisited – FT Alphaville
- Bad Canadian Economic Data Starting to Pile Up – Wall Street Journal
- Stan Fischer saved Israel’s economy. Can he save America’s? – Washington Post
- Industrial Production Slips – New York Times
- Almost Nobody in Washington Cares About the Deficit – Bloomberg
Europe:
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- CHART: The European Housing Market Is Ridiculously Disconnected – Business Insider
- The dangers of German wage growth – FT Alphaville
- Is The Euro Party Over? – FaithMightFX
- Britain’s strength is its weakness – Reuters
Asia:
- Chinese Securities Firms Are Ballooning, And That Has Experts Worried – Business Insider
- Revisiting Fukushima’s Ghost Towns: Taking Back a Nuclear No-Man’s Land – Bloomberg
- North Korea tells China of preparations for fresh nuclear test: source – Reuters
Local:
- Surplus turne to $10 billion deficit – The Australian
- Swan’s future in doubt – The Australian
- No reprieve on mining tax – The AFR
- Mining tax falls in deep shaft – The Age
- ANZ upbeat on Asia but Australia “soft” – The AFR
- Coalition’s coal seam gas buffer zone rejected – The Age
- Rio can’t afford to sit on assets – The Age
Other:
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- A good documentary on Keynes – SBS
- Does raising the minimum wage really help workers? – CBS News
- Labour markets: Minimum human wages – The Economist