Global Macro/Markets:
- US Treasury Trading Volume Hits Record – Business Insider
- Treasuries Fall as Bonds Worldwide Drop Most in Almost a Decade – Bloomberg
- After crunching Reinhart and Rogoff’s data, we’ve concluded that high debt does not cause low growth – Quartz
- QE: Because Nobody’s Got Any Better Ideas – pawelmorski.com
- Central Banks Act With a New Boldness – New York Times
North America:
- The Economic Outlook and Monetary Policy – Boston Fed
- Real House Prices, Price-to-Rent Ratio, City Prices relative to 2000 – Calculated Risk
- House flipping in California is back to 2005 pre-crisis levels – Wall Street Journal
Europe:
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- ECB President Draghi Takes Criticism for Euro Policy – Der Spiegel
- Monetary developments in the euro zone – ECB
- Europe should embrace a financial transaction tax – Financial Times
Asia:
- BOJ Seen Failing to Tame Volatility as Sale Slumps – Bloomberg
- IMF cuts China growth outlook, urges cap on social financing – Reuters
- China Credit-Bubble Call Pits Fitch’s Chu Against S&P – Bloomberg
- China’s ambitious game changer – The Diplomat
- Experts call for break-up of SOE monopoly on debt concerns – China Daily
- The prospects for dramatically slower Chinese GDP growth – China Economic Review
Local:
- Recession “impossible” says the Kouk – Business Spectator. Store this one away.
- Iron ore prices fall to seven-month low – Financial Times
- Australia has lost competitiveness – The Australian
- The other side of the boom – The Australian
- Construction hit by $1 billion slump – The Age
- OECD raises doubts about Australia’s ‘miracle economy’ – The AFR
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