Links 7 March 2013

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Global Macro/Markets:

  • Is the Dow the New Safe Haven? – CNBC
  • Towards a more procyclical financial system – VOX
  • Global economic recovery “built on a mirage” – The Australian 
  • The age of infinite equity? – FT Alphaville

North America:

  • Beige Book – March 6, 2013 – Federal Reserve
  • Fed’s Beige Book: Economic activity expanded at “modest to moderate” pace – Calculated Risk
  • Beige Book: District-by-District Summary of Conditions – Wall Street Journal
  • ADP: U.S. companies added 198,000 jobs in February – Washington Post
  • AIG to Start Loan Investment Unit as Housing Rebounds – Bloomberg
  • Forget Spending Cuts, the U.S. Economy Really Needs a $2 Trillion Stimulus – The Fiscal Times
  • In 2020, the “great senior sell-off” will start the next housing crisis – Quartz
  • Shale gas: bonanza or bane? – The Economist

Europe:

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Asia:

  • Tax fails to end Chinese love of property – Financial Times
  • China Joining U.S. Shale Renaissance With $40 Billion – Bloomberg
  • Chinese go to town over GDP growth – The AFR
  • China & commodities: Investor forum – The AFR
  • Chinese couples flock to divorce to avoid new property sales tax – Yahoo News

Local:

  • Australia extends growth run to 21 years – scmp.com
  • Vic Liberals in turmoil – The Australian
  • Challenges ahead as mining winds down – The Australian
  • Retail strips shutting down as recession bites – The Age
  • Bailout fund does the big banks plenty of favours – The Age
  • Costello conflict claim – The SMH
  • UBS cheats target key Australian interest rate – ABC

Other:

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  • Niall Ferguson Vs Paul Krugman – Business Insider
  • Krugman on the Attack: Is Economist Too Insulting?: Video – Bloomberg
  • How did Venezuela change under Hugo Chávez? – The Guardian