Weekend Links June 22-23

Advertisement
ScreenHunter_01 Apr. 02 06.19

Global Macro/Markets:

  • Profits without production Krugman
  • Bond market sell-off causes stress in $2tn ETF industry – FT
  • Macroprudential Monetary Policy: What It Is, How it Works – Conversable Economist 
  • Four Charts to Track Timing for QE3 Tapering – Calculated Risk
  • Bernanke Jumps the Gun, Markets Say ‘Slow Down’ – realclearmarkets.com
  • The EM “sell off” chart du jour FTAlphaville
  • Re-live the 1994 Fed reserve tightening – BI

North America:

  • Municipal Bond Market Rocked As Interest Rates Spike Reuters
  • U.S. Weighs Doubling Leverage Standard for Biggest Banks – Bloomberg
  • Bank of America’s Foreclosure Frenzy – Bloomberg
  • Philly Fed Manufacturing Survey indicates Expansion in June – Calculated Risk
  • Fed Seen by Economists Trimming QE in September, 2014 End – Bloomberg

Europe:

Advertisement
  • The rise of the fear-mongers: Germany’s new Euroskeptic elite Der Spiegel
  • Greek party chief wants his ministers to leave government-sources – Reuters , Reuters
  • Greek bonds fall, under-performing rebounding peripherals Ekathimerini
  • Eurozone bailout fund given power to ‘directly recapitalise’ banks – FT
  • Latvia is in – Europa
  • Dutch consumer spending dives again in April RTTNews

Asia:

  • China steps back from severe cash crunch – FT , Bloomberg
  • The Chinese credit crunch – Marginal Revolution
  • China credit crunch Q&A – FT
  • Abe’s Arrows of Growth Dulled by Japan’s Three Principles – Bloomberg
  • Russia has agreed to supply oil to China over 25 years in a deal valued at $270 billion – Marketwatch
  • Japan rocked by Wagyu Ponzi scheme – BI

Local:

  • For the sake of the nation, Ms Gillard should stand aside – The Age
  • ASIC declines to reveal timings in CBA probe – AFR
  • Targets, bonuses, trips – inside the CBA boiler room – Adele and Chris

Other

Advertisement
  • Scientists Create Long-Lasting Batteries from Wood OilPrice
  • Booz Allen, the World’s Most Profitable Spy Organisation – Bloomberg
  • Brazilians protest in Rio de Janeiro, Sao Paulo – Reuters Video
  • Gasoline prices by country – Bloomberg
  • Cheetah-Cub is a cat-like quadruped that’s the fastest bot of its size – TechCrunch
  • Russia to deliver S-300 air defense system to Syria and Surprise! China has stolen F-35 fighter jet data – The Diplomat