Global Macro/Markets:
- Leverage In The Western World – Business Insider
- International finance: The end of an era? – The Economist
- Hedge funds storm back into form in 2013 – The AFR
- Gary Shilling: Global economies face an era of deflation, not inflation – Bloomberg
North America:
- Why the Government Is Desperately Trying to Inflate a New Housing Bubble – 7 excellent charts – oftwominds.com
- GOLDMAN: No American Manufacturing Renaissance – Business Insider
- Mortgage Securitizers Didn’t Know Housing Was Going Bust – Wall Street Journal
- IMF draft cuts 2013 U.S. growth forecast: report – Reuters
- Housing Starts and the Unemployment Rate – Calculated Risk
- A Pension Deficit Disorder – The Big Picture
- Declining U.S. carbon dioxide emissions – Econbrowser
- U.S. Natural Gas Gross Withdrawals (Million Cubic Feet) – eia.gov
Europe:
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- The euro-zone crisis: Just when you thought it was safe… – The Economist
- Bailout exposes differences within troika – Financial Times
- Cyprus must avoid capital controls – Reuters
- Eurozone break-up edges even closer – Financial Times
- EU commission prepares ground for far-reaching economic powers – euobserver.com
- Cyprus crisis could spread, Spain’s economy minister warns – elpais.com
- Raiding Cypriot accounts will not save the banking system – Sober Look
- Eurozone offers Cyprus the exit – our way or the highway – The Telegraph
Asia:
- Signs of financial crisis evident in China: economists – Want China Times
- China Vice Premier says economy faces headwinds, urges broad reforms – China News Daily
- Economic tailwinds lift China banks – Financial Times
- South Korea Escalates Concern With Japan Policies as Yen Slides – Bloomberg
- S Korean hacking attack traced to China – Financial Times
- Private Banks Sell Debt in Worst Quarter Since ’11: China Credit – Bloomberg
- Health Consequences of Air Pollution in
China – The Diplomat - Chinese housing bubble fears grow – The Globe and Mail
- Marc Faber says investors should fear
#China’s ‘colossal credit bubble’ – Market Watch - The “Fracking” Revolution comes to China – The Diplomat
- 50 dead pigs found in river in Hunan (entirely different province) – Danwei
Local:
- Big earners don’t realise own wealth – The Age
- We cannot rely on natural resources – The Age
- Australians oppose more taxes – The Age
- Green tape threatens $200b of mining projects – The Australian
- CSG riches confounded by states – The Australian
- The price of a lame duck Government – The AFR
- Are Australian business leaders prepared to deal with an economic downturn? – Paul Wallbank
- Sydney housing – build it and eventually they will buy – The SMH
- Where are all the FHBs going? – News.com.au
- High Perth land prices force people into ‘convenient’ apartments – Perth Now
Other:
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- Twitter Is Disrupting Sell-Side Research – Business Insider
