Global Macro/Markets:
- The Global Growth Quest by Mohamed A. El-Erian – Project Syndicate
- The New Great Rotation: Commodities into Bonds – The Big Picture
- Currency Wars vs. Currency Spillovers – Econbrowser
North America:
- Foreclosure Review Finds Potentially Widespread Errors – Huffington Post
- Estimate of US gas resources rises 26% – Financial Times
- Bernanke Says Interest on Reserves Would Be Main Tightening Tool – Bloomberg
- Hedge Funds Lobby D.C. On Fannie, Freddie Privatization – The Street
- America’s Most Profitable Export Is Cash – New York Times
- Bernanke Says Fed to Press Banks to Curb Liquidity Risk – Bloomberg
- Bernanke: You Know What Keeps Me Up At Night – Wall Street Journal
- Kill the 30-Year Mortgage – Bloomberg
- Easy Money: Fed Policies Spur Corporate Spending – Wall Street Journal
Europe:
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- George Soros: A European Solution to the Eurozone’s Problem – Project Syndicate
- Thousands withdrew money from Cyprus before haircut, says report – ekathimerini.com
- Spiegel Suspects Deposits Haircut in Greece – greekreporter.com
- Did Thatcher Turn Britain Around? – New York Times
- How Margaret Thatcher Changed Britain – New Yorker
Asia:
- Fitch cuts China’s credit rating to AA- Financial Times
- Moody’s: Japan’s rating reflects affordability of government debt – Moody’s
- Japan’s Stimulus Generates Ripples – Wall Street Journal
- Japan stimulus will start currency war, say Chinese economists – scmp.com
Local:
- PM lands big one with China deal – The Age
- Expert calls Turnbull plan a lemon – The Age
- Opposition saves Labor’s bacon on NBN – The Age
- Copper, fibre, nodes, how to know best – The Age
- Businesses to benefit from $A-yuan deal – The AFR
- Coalition plans to slash car industry subsidies – The AFR
- Old flaws mar Abbott’s NBN – The Australian
Other:
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- Let the Punishment Fit the Crime of the Recession – The Fiscal Times
