Weekend links 23-24 February 2013

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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