Here’s a list of things Reynard read overnight.
Global Macro/Markets:
- Bondholders, a two-pack, and “all necessary measures” – FT Alphaville
- Chris Martenson: A Steep Stock Market Decline Is Coming – Jesse’s Cafe
- McKinsey: Emerging markets biggest growth opportunity ever – Business Insider
North America:
- Canadian “Q4 GDP growth will be bad: expect more of that” – Macleans
- Canada Losing Debt Halo as Property Peaks Under Carney – Bloomberg
- Canada’s Economy & Housing Market Built on Shaky Foundations – Overseas Property Mall
- A US housing ‘swirlogram’ – FT Alphaville
Europe:
Advertisement
- Bankers’ bonuses to be capped under EU plan – The Age
- Cap and still trade – FT Alphaville
- The Biggest Lie They Keep Telling Themselves In Europe – Business Insider
Asia:
- Avoid Going Overboard on Handling Overcapacity – Caixin
- BOJ Kiuchi: Downside Risks to Japan Economy High – EFXnews.com
- A sign that China is taking debt risk seriously? 14 of 31 provinces lower targets from 2012 – Bloomberg
- Local Gov’ts Begin to Face Fiscal Crunch – Caixin
Local:
- All you ever wanted to know about the AUD and who’s holding it – FT Alphaville
- Costello Audit report urges Newman to sell off QLD assets – The Australian
- Coalition eyes IR reform in 2016 – The Australian
- Scrap bureacratic double-ups: economists – The Australian
- Union rage as jobs go offshore – The Age
- No sign of understudy as mining peaks – The AFR
- Barnett ups ante on Browse LNG site – The AFR
- Business gives way on budget stance – The AFR
Other:
Advertisement
- Vale reports first loss in a decade – Financial Times
- Auckland house prices up 27% – Now watch the migration effect – Bank of New Zealand
- Unconditional convergence in manufacturing – Oxford Journals