Global Macro/Markets:
- As Economy Heats Up, Will Commodities? – commodities-now.com
- When the bond bubble finally bursts, a lot of investors will get hurt – The Telegraph
North America:
- How did we get here? A “map” of the Fed’s balance sheet’s history – Sober Look
- Cash Is Fueling Quick Home Sales – New York Times
- Home price growth projected to exceed 7% in 2013 – HousingWire
- Most Economists See Fed Scaling Back Bond Buys by Year-End – Reuters Poll – New York Times
- The future of the American city – Financial Times
- Housing’s Up, but Is Foundation Sound? – Wall Street Journal
Europe:
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- Hail the outbreak of honesty about Greece’s bailout – Financial Times
- The ECB’s “Unlimited, Open-Ended” Bond Purchase Program Gets A €524 Billion Limit – ZeroHedge
- ECB says bond-buying program is unlimited – Reuters
- Euro crisis is over, says France’s Francois Hollande – BBC
- The Euro Zone’s 2nd Chance to Clean Up Banks – New York Times
- German court case could force euro exit warns key judge – The Telegraph
Asia:
- Frustration with ‘Abenomics’ starts to build among LDP lawmakers – japantimes.co.jp
- Japan PM Abe unveils plan for tax cuts to boost capex – Reuters
- Richard Koo: “Honeymoon For Abenomics Is Over” – ZeroHedge
- China’s economy stumbles in May, growth seen sliding in Q2 – Reuters
- China data highlights weak economy – Reuters
- China Export Growth Plummets Amid Fake-Shipment Crackdown – Bloomberg
- China: the case for commodities optimism amid the gloom – Financial Times
- Jim O’Neill: the case for China – Financial Times
- “Abenomics has bond traders frenzied, hedge funds counting on Japan crash as public debt swells” – Yahoo Finance
- A hole in China’s debt bubble – International Financial Review
Local:
- One in two new businesses don’t see out the first 4 years – The Australian
- More shallow population boosting – The SMH
- Rudd to be installed as PM? – The Australian
Other
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- Everything the IMF wanted to know about financial regulation and wasn’t afraid to ask – VOX
- A viable alternative to Basel III prudential rules – VOX
- Low energy return on investment (EROI) need not limit oil sands extraction – The Oil Drum
- LNG designed for US market is now flooding Europe, depressing gas prices there below Gazprom’s oil-linked prices – Bloomberg
