Global Macro / Markets:
- Shadow Banking: What It Is, How it Broke, and How to Fix It – The Atlantic
- A Record Market Is Not All That It Seems – New York Times
- ’I can’t look at myself in the mirror’: Hendry reveals why he has turned bullish – Investment Week
- Gold Analysts Most Bearish Since June on Fed Taper: Commodities – Bloomberg
- Economist Robert Shiller is waving a warning flag on stock valuations. Some call his methods misleading – Wall Street Journal
North America:
- Home truths – The Economist
- Regulators, Divided Over ’Volcker Rule,’ Weigh Going It Alone – Wall Street Journal
- Fannie and Freddie plan gets Washington attention – Financial Times
- Janet Yellen and the Fed’s Boom-and-Bust Problem – New Yorker
- Fed Looks at Treasury Purchases to Keep Rates Low Amid Taper – Bloomberg
- An Alternative to Shiller CAPE – Avondale Asset Management
- WTO on verge of global trade pact – Financial Times
- Fed’s Bullard: Rush To Zero Percent Funds Rate May Have Been Mistake – Wall Street Journal
Europe:
Advertisement
- ECB rates to remain low, could be cut further: Coeure – Reuters
- ECB: The political dimension of European economic integration – European Union
- Opening speech at the European Banking Congress “The future of Europe” – European Union
Asia:
- Japan’s Losing Battle Against ’Goldman Sachs With Guns’ – Bloomberg
- ’The Renminbi Is Failing the Chinese People’ – Foreign Policy
- China escalates islands dispute – The Guardian
Local:
- Ross Garnaut: Squandered opportunities and how the wealthy should pay – The AFR
- Grattan: Cut benefits to the old to repair Budget – The AFR ; The Age
- Budget still in crisis – The Australian
- $30 billion Christmas retail boom looms – The Australian
- Talk of a housing bubble is “hot air” – The Australian
- ASIC: Watchdog or toothless tiger – The Age
- Hope all that’s left as growth slows – The Age
- Fortescue in box seat with iron ore surge – The Age
Other:
Advertisement
- Fed up with slow and pricey Internet, cities start demanding gigabit fiber – Ars Technica
- Is modern finance the source of secular stagnation? – syntheticassets
