Weekend Links 26-27 October 2013

Global Macro / Markets:

•  No global recovery yet – The Telegraph
• An interview with Alan Greenspan – Financial Times
• The chart that explains the world – Financial Times
• Addicted to the Apocalypse – New York Times
• JP Morgan’s troubles reignite the debate on banks too big to fail – The Guardian
• Oil’s $5 Trillion Permian Boom Threatened by $70 Crude – Bloomberg

North America:

• Here’s What Happens When Wall St. Builds A Rental Empire – Huffington Post
• Sen. Paul threatens to hold Yellen nomination: Source – CNBC
• Bank of America to eliminate up to 4,000 mortgage jobs – Reuters
• RICHARD KOO: I Can’t Find Anyone To Refute My Argument That America Is In A ‘QE Trap’ – Business Insider

Europe:

• One day in the life of Mikhail Khodorkovsky – Financial Times
• Swedish Banks Lash Out at Government as Housing Overheats – Bloomberg
• Customs Union plagued by infighting as it flirts with Turkey – Business News Europe
• Low and declining Eurozone inflation – time to act – Real World Economic Review
• Eurozone Crisis: How The IMF Managed To Discredit Itself – Economy Watch

Asia:

• China Killed Your Dog. Are You Next? – Bloomberg
• A Game of Shark and Minnow – New York Times
• China Introduces a New Lending Rate – New York Times
• China’s Hidden Debt Problem: An Unavoidable Crisis In The Making? – Economy Watch
• China shows steel by getting iron ore mojo working again – The AFR

Local:

• Are we ready for the gas wars – The AFR
• How not to get burnt by the hot property market – The AFR
• Post election retail bounce fails to launch – The AFR
• Biggest ever house auction weekend – The AFR
• Abbott flags tax cuts and a surplus in three years – The AFR
• Senators wary of cuts linked to mining tax repeal – The AFR
• Audit Commission shows the door to business is open – The AFR
• Swan took Treasury’s advice – The Age
• Audit means one thing: cuts – The Age
• Abbott must do more than put finger in the dyke – The Age
• Speedy audit won’t tackle big issues – The Age
• Hockey targets states’ traffic gridlock – The Australian
• Call to raise stamp duty on foreign investors – The Australian
• Coalition should heed Swan’s mistakes on budget expectations – The Australian
• Triple threat lurking on path to reform – The Australian

Other:

• In defence of forward guidance – Mainly Macro
• Economists are horrible people, study says – Salon