Global Macro / Markets:
- Policy makers have not tackled the causes of the crisis – Financial Times
- Satyajit Das: The Suzerainty of Central Bankers – Naked Capitalism
- Banking Without Risk Is Impossible – Bloomberg
- Druckenmiller: QE is biggest redistribution of wealth ever – optionmonster.com
North America:
- 6 things you need to know about Janet Yellen – salon.com
- Bernanke Confuses Wall Street by Sticking Exactly to His Plan – Yahoo
- Fed recoils from 1937 tightening error as jobs evaporate – The Telegraph
- Taper tiger – The Economist
- Taper shocker: Four explanations for why the Fed held its fire – Quartz
- Weekly Initial Unemployment Claims increase to 309,000, Four Week Average lowest since October 2007 – Calculated Risk
- Existing Home Sales in August: 5.48 million SAAR, 4.9 months of supply – Calculated Risk
- Philly Fed Manufacturing Survey indicates Solid Expansion in September – Calculated Risk
- “Jobless Recoveries” Likely in U.S. Future, Much Like in Europe – brookings.edu
- Fed Says U.S. Wealth Fell 38.8% in 2007-2010 on Housing – Bloomberg
- Bernanke Faith in Housing Seen Shaken in Bonds: Credit Markets – Bloomberg
Europe:
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- ECB: ECB implements loan-level reporting requirements for asset-backed securities backed by credit card receivables – European Union
- EU Study: $267 Billion Lost Annually in VAT Take – New York Times
- European finance officials approved a change to budget policies that would lighten austerity required of countries hardest hit by crisis – Wall Street Journal
Asia:
- China’s Trade Policies Get a Bum Rap – Wall Street Journal
- China’s one-child policy could be causing its trillion-dollar housing boom—and its eventual bust – Quartz
- China’s credit boom is spiralling out of control, warns Fitch – The Telegraph
- Two Years After His First Visit, An Australian Reporter Revisited One Of China’s Ghost Cities – Business Insider
Local:
- Dollar rise frustrates RBA board – The AFR ; The Age
- China property bubble no danger to Australia: yet – The AFR
- Boom masked WA’s decline – The AFR
- High Dollar dents Budget hopes – The Australian
- Punting on houses simply bonkers – The Australian
- RBA in a bind over rates – The Australian
- Calls for “urgent” car industry report – The Australian
Other:
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- Natural gas from fracking could be ’dirtier’ than coal, Cornell professors find – cornell.edu
- “Fracking” Shale Gas Emissions Far Worse Than Coal For Climate – desmogblog.com
- Bombshell Study Confirms Low Methane Leakage from Shale Gas – energyindepth.org
- Methane Emissions Study – utexas.edu
- Fracking the Future – How Unconventional Gas Threatens our Water, Health and Climate – desmogblog.com