Global Macro / Markets:
- Hedge Funds Cut Back on Fees – Wall Street Journal
- Why Have Markets Learned Nothing in the Last 50 Years? – Bloomberg
- The IMF knows that the Fed is playing with fire in emerging markets – The Telegraph
North America:
- Taxpayers Turn U.S. Farmers Into Fat Cats With Subsidies – Bloomberg
- White House considers top female Treasury official for post at Federal Reserve, reports say – Washington Post
- A housing affordability index scenario caps housing prices and mortgage rates – Sober Look
- Loan Size to Be Cut for Fannie, Freddie – Wall Street Journal
- Events disrupt the Fed’s timetable – Financial Times
Europe:
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- The great London inversion – The Economist
- Vickers calls for doubling of bank capital levels – Financial Times
- The arithmetic of Germany’s election points to instability – Financial Times
- Banks face up to £10bn hidden bill for swaps mis-selling – The Telegraph
Asia:
- China Trade Rebounds in Further Sign Economy Stabilizing – Bloomberg
- Market Rebound in China Shows Beijing’s Resolve – New York Times
- China embraces ’British Model’, ditching Mao for Edmund Burke – The Telegraph
- China will stay the course on sustainable growth – Financial Times
- The Good Life: The Challenge of Progress in China Today – ineteconomics.org
Local:
- Abbott told to cut soon and deep – The AFR
- Australian super funds grow fast but for how long? – The AFR
- Westfarmers in banking license bid – The AFR
- End at last of vanity projects – The Australian
- Growth man Hockey says “bring in the cranes” – The Australian
- Low rates fuel investor stampede into housing – The Australian
- Australia should look to Briton on Budget cuts – The Australian
- Credit ratings agencies’ views unchanged after election – The Age
