Here’s a list of things Reynard has read so far this weekend.
Global Macro/Markets:
- Global economic recovery weakening – BBC News
- Central banks will keep taking it easy – Reuters
- Deficits: good marketing in a time of austerity? – FT Alphaville
- Are rates mispriced or are investors missing something? – FT Alphaville
- Nouriel Roubini Is Bullish…For Now: “The Mother of All Bubbles” Has Begun – Yahoo
- More Inflation Is the Cure for the Fed’s Impotence – Bloomberg
- Big banks are as risky as ever, economist warns – CBS News
- Bernanke Said to Minimize Asset-Bubble Concern at Meeting – Bloomberg
- Monetary policy: Clear as mud – The Economist
North America:
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- Fattened U.S. Bank mortgage margins seen shrinking 40% – Bloomberg
- Why unemployment will rise in coming months, and why deficit hawks and government-haters are responsible – Robert Reich
- What does housing starts mean for the Canadian economy? – Wall Street Journal
- Canadian economy deteriorating – Wall Street Journal
- How did the normally accurate Bank of Canada fail to forecast 2012 economic downturn – The Globe & Mail
- Analysis: U.S. companies plan to spend, a boost for the economy – Reuters
- The Case for a Higher Gasoline Tax – New York Times
- Homeowners Still Face Foreclosure Despite Billions in Aid – New York Times
Europe:
- Italy dominates ECB government bond holdings – BBC News
- UK banks failing small businesses – The Guardian
- Winter forecast 2013 – The EU economy: gradually overcoming headwinds – European Union
- Euro-Zone Economy to Shrink in 2013 – Wall Street Journal
- ECB: Adjustment and growth in the euro area economies – ECB
- Bank of England sets up renminbi swap line – Bank of England
- France freezes spending to hit EU targets as slump deepens – The Telegraph
Asia:
- China Home Prices Rise in Most Cities Renewing Curb Concerns – China News Daily
- Words of caution for China bulls – FT Alphaville
- Analysis: Japan’s mission impossible: to spend $100 billion in 15 months – Reuters
Local:
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- Westpac’s Bill Evans on his own on rates – Property Observer
- Whatever happened to the middle class? – The SMH
- RBA’s reputation at stake – The AFR
- Optimism of a recovery flows for next year – The AFR
- Mining still a vital player – The AFR
- Smug review of Treasury forecasts falls short – The AFR
- Rio’s coal dream and fortune sold down a river – The AFR
- Santos cuts gas estimate for QLD project – The AFR
- Stevens advised Swan to keep hands out of till – The AFR
- Home truths hit Gold Coast property – The AFR
- Cut welfare to protect our future – The Australian
- No need for ‘meat axe’ to trim government fat – The Australian
- The inconvenient truth of Australia’s budget numbers – The Australian
- Swan scooped-up RBA’s $500 million to shore-up budget – The Age
- Treasury admits revenue forecasts out by $8 billion a year – The Age
- Bust of the boom won’t stop sector from growing – The Age
Other:
- The End of Growth Wouldn’t Be the End of Capitalism – The Atlantic