Links 9 September 2013

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Global Macro / Markets:

  • Why Keynes wouldn’t have too rosy a view of our economic future – Washington Post
  • Gorman Says Chance of Another Financial Crisis ‘Close to Zero’ – Bloomberg
  • Squaring the circle – The Economist
  • What’s Liquidity and Why Do We Need It? – Bloomberg

North America:

Europe:

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  • Emerging Markets’ Euro Nemesis by Daniel Gros – Project Syndicate
  • Bogged-Down Banking Fight Leaves EU Vulnerable to Relapse – Bloomberg
  • IMF warns Norway over housing bubble – Financial Times
  • Italy: Welcome home to unemployment – presseurop.eu
  • ECB: Monetary policy and financial stability under one roof – European Union
  • Ireland to seek 10 bln euro credit backstop, Noonan tells paper – Reuters

Asia:

  • Raghuram Rajan: the challenge facing India’s Ben Bernanke – theguardian.com
  • Tokyo’s winning 2020 Olympics bid will only worsen Japan’s debt headache – Quartz
  • Evidence mounts that China has escaped the worst of emerging markets rout – Sober Look
  • China and its financial system: What could go wrong? – cfapubs.org
  • Hedge fund chief says Japan needs another ’big round’ of stimulus – Reuters
  • China’s model stimulus has more to show for it than US – Financial Times

Local:

Other:

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  • The Most Important Economist You’ve Never Heard Of – Bloomberg
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.