Global Macro / Markets:
- A new breed of hedge fund hunts returns without betting on gloom – Wall Street Journal
- A Few Good Reasons to Hoard Some Cash Now – Wall Street Journal
- Steel wheels slowing for iron ore producers – Business Spectator
North America:
- Fed Really, Really Wants to End Too Big to Fail – Bloomberg
- Should the Yellen Fed rely on optimal control models? – Financial Times
- Worry over income inequality occupies Wall Street – Wall Street Journal
- Canada’s housing market teeters precariously – Financial Times
- State and local government austerity is over – Calculated Risk
Europe:
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- Easy Money: ECB Embarks on Risky Experiment – Der Spiegel
- Rehn siding with Washington in its battle with Berlin? – Financial Times
- Hugo Dixon: Greece’s reform job isn’t even half done – Breaking Views
- Euro Zone’s Fizzling Growth Seen to Back Draghi Cut Case – Bloomberg
- Turning Germany’s surplus into a win-win for the eurozone – European Union
- Is Ireland’s economic hangover over? – BBC
- ECB split stokes German backlash fears – Financial Times
- The eurozone needs to get inflation up again – Financial Times
Asia:
- China expected to cut growth target to 7% – Financial Times
- China Credit Trails Estimates as Officials Check Debt Risks – Bloomberg
- Bloomberg quashes report to stay in China – Financial Times
- New China Cities: Shoddy Homes, Broken Hope – New York Times
Local:
- How going for broke pushed Labor close to insolvency – The AFR
- Investment heads overseas as confidence grows – The AFR
- Economy running on empty – The AFR
- Offshore fundies worry about local housing bubble – The AFR
- Radical rethink of government required – The AFR
- Maurice Newman: It will take 10 years to repair Labor’s damage – The AFR
- No room left for Pharmacy Guild’s sweetheart deals – The AFR
- Don’t just buy the farm, build it – The Australian
- Australian dream is slipping away – The Age
- The RBA must act to devalue dollar – The Age
- A huge opportunity in retirees’ hidden wealth – Business Spectator
- Orica’s gas deal could ignite gas surge – Business Spectator
- Housing’s dangerous disappearing demand – Business Spectator