Global Macro/Markets:
- Dow 15000: What it Means, What it Doesn’t Mean – MoneyBeat – WSJ – Wall Street Journal
- Hedge fund chief Paulson a big loser in gold rout – Reuters
- Paulson Said to Lose 27% in Gold Fund Last Month in Rout – Bloomberg
- Subprime bond bounces back, leaving behind a subprime borrower – Reuters
- Seven Myths about Keynesian Economics – The Fiscal Times
- Is it time for another down thrust in precious metals? – peterlbrandt.com
North America:
- Fed warns of fire sale risk for US repo – Financial Times
- Study: High levels of homeownership can hurt the labor market – Washington Post
- U.S. Gets Free Cash – Wall Street Journal
- Florida Bonds Prone to Default Proving Most-Wanted: Muni Credit – Bloomberg
- Austerity Has Cost The U.S. Economy 2.2 Million Jobs – Huffington Post
- Housing is Booming Again – Core Logic
Europe:
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- Germans Splurge on Italian Homes Locals Can’t Afford – Bloomberg
- What the Danish negative rate experience tells us – Financial Times
- London Recruiter Says City Job Vacancies Rose 19% – Bloomberg
Asia:
- China seeks to water down the World Bank’s Doing Business report – The Economist
- China’s North Korea Dilemma – The Diplomat
- Chinese Steel Association seeks to tackle “vicious competition” – Want China Times
Local:
- Reserve Bank of Australia Cuts Interest Rates to Record Low 2.75% – Wall Street Journal
- The fact that interest rates are low doesn’t necessarily mean they’re at “crisis levels” – Matt Cowgill
- The stubbornly high Aussie. Why the RBA cut and will cut again – Peter Martin
- Victoria: banking on recoveries in housing and labour – The Age
- State of the Canberra housing market – Capital Appreciation
Other:
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- Confirmation bias and the perma-whatevers – Abnormal Returns
- Reinhart-Rogoff’s Lesson for Economists – Bloomberg
- RBNZ forces banks to hold more capital to back high LVR mortgages – Interest.co.nz
- Record number of Kiwis expect house prices to rise – Interest.co.nz
