Links 6 August 2013

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Global Macro/Markets:

  • The Recent Bond Market Selloff in Historical Perspective – New York Fed
  • Berkshire Avoids Bond Rout as Buffett Builds Shareholder Equity – Bloomberg
  • Get Ready for the Next Round of Bond Pain – Wall Street Journal

North America:

Europe:

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  • Foreigners buy nearly 75% of new homes in inner London – Financial Times
  • Bridgewater Associates Asks Is a Perfect Storm Brewing in Europe? – valuewalk.com
  • Europe Stocks Rise for Sixth Day, Longest Streak of Year – Bloomberg
  • Europe’s Fake Normal by Mohamed A. El-Erian – Project Syndicate

Asia:

  • Meeting China’s energy needs – Financial Times
  • PBoC tightening by stealth? – Financial Times
  • Beijing invites foreign bids for $55 billion in infrastructure projects – Reuters
  • China Services to Manufacturing Suggest Slowdown Easing – Bloomberg

Local:

  • Australian Democrats call for a Federal land tax – Democrats
  • Australia needs a sensible and honest discussion on housing affordability – Catherine Cashmore
  • China credit bubble “serious” for Aussie miners – The AFR
  • Election hits weak economy – The AFR
  • Low interest rates bring back house & land buyers – The AFR
  • Trust needed for next round of mining capex – The AFR
  • Business blasts Budget prolificacy – The Australian
  • Heading for a grim recession – The Australian
  • Poll could “kill car industry” – The Age
  • Machismo ahead of common sense – The Age

Other:

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  • Commentary: New Zealand needs to start building trust in the long-term – china.org.cn
About the author
Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.