Global Macro/Markets:
- The real underpinning for equities – Financial Times
North America:
- ‘Financialization’ as a Cause of Economic Malaise – New York Times
- Senate Passes Bill to End Direct Payments to Farmers – Wall Street Journal
- Fiscal Fixes for the Jobless Recovery – Wall Street Journal
- Unemployment Benefits and Actual Unemployment: An Analogy – New York Times
- Does the US need a mandatory retirement savings program? – Abnormal Returns
- Fed’s Bullard: Low inflation means Fed can stay aggressive – Reuters
- Casting a Web over Jobs Data – Atlanta Fed macroblog
Europe:
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- Regrets, IMF had a few – Financial Times
- The Wilder View » Unhealthy developments across the euro area labour market – EconoMonitor
- Eurozone banks cut cross-border debt holdings – Financial Times
- ECB will not buy bonds to save profligate states: Draghi – Reuters
- Pay has shrunk by 10% in parts of UK, TUC study finds – BBC
- Downside Risks To European Growth Have Increased, Stay Bearish EUR – SocGen
Asia:
- Is Japan already dead? – Worthwhile Canadian Initiative
- Are There Risks to Abenomics? – delong.typepad.com
- Japan Is a Model, Not a Cautionary Tale – New York Times
- BOJ to consider steps to calm bond market as Abe’s policies face hurdles – Reuters
- Japans Economic Stimulus Gets Its Second Wind – New York Times
- Bank of Japan Stays Put, Sees Better Economy – Wall Street Journal
Local:
- Can Australia’s rapid rate of housing sales be maintained: Cameron Kusher – Property Observer
- Permanently high plateau or a bubble about to burst: Phillip Soos – Business Spectator
- New media baron: Ian Verrender abandons “hard questions” for pro-property puff pieces – Business Spectator
Other:
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