Global Macro / Markets:
-
Olivier Blanchard: Monetary Policy Will Never Be the Same – NakedCap
- Howard Marks says markets are rich but not bubbly – Pragmatic Capitalism
- The 1990s stock bubble was much crazier than you remember – Slate
- On Pimco’s rough 2013 – Rekenthaler Report
- How to buy gold and silver at a discount – The Short Side of Long
- Markets are no longer freaking out about Fed tapering – Wonkblog
- Reducing the impact of ‘too big to fail’ – NYT
Americas:
-
Philly Fed: State Coincident Indexes increased in 44 states in October – Calculated Risk
- Stores open early on Thanksgiving but shoppers in no rush – Reuters
- Get to work Mr. Chairwoman: Do-Nothing Congress Dithers on Budget as Deadline Nears –Bloomberg
- More signs that risky lending has returned – Dealbook
- Some decent economic stats. – Calculated Risk, Capital Spectator
Europe:
Advertisement
- Euro Area unemployment at 12.1% – EuroStat
- S&P cuts Dutch credit rating FastFT , Telegraph
- Spain outlook to stable from negative at S&P at BBB-, Cyprus raised to B- from CCC+ at S&P – Bloomberg , BBC
- French consumer spending misses forecast – FastFT
- European firms size up Iran’s post-deal potential – Reuters
- Euro zone has a long way to go to climb out of crisis : ECB’s Mersch – Reuters
- Euro area annual inflation up to 0.9% – EuroStat
- FX to Libor Probes Leave U.K. Traders Looking for Lawyers – Bloomberg
- Berlusconi accused of bribing witnesses in prostitution trial – Reuters
- ECB: Mastering the crux of defragmentation – ECB
- Carney fires the first blast from “macro pru” – Gavyn Davies
Asia:
-
China makes environmental case for increasing big coal’s clout – WSJ
-
China’s dispatch of jets raises tension over air zone – Guardian
-
China has thrown down a gauntlet to America – FT
-
Protests force Thailand to lower interest rate – ThaiVisa
- Protesters Briefly Storm Thai Army Headquarters – WSJ
- Japan Price Gauge Rises Most Since ’98 in Boost to Abe – Bloomberg
Local:
- GrainCorp Verdict Clouds Australia Open-For-Business Pledge – Bloomberg
- GrainCorp takeover failure stirs fury among some Liberals – SMH
- Fear on GrainCorp signal – TheOz
- Joe Hockey to resist stake in Qantas – TheOZ
- Virgin asks for same support as Qantas – AFR
- Pyne slammed in school funding war – TheOZ
Other:
Advertisement
-
Vladimir Putin is in denial about Russia’s deadly enemy within – FT
-
Are Alzheimer’s and diabetes the same disease? – New Scientist
-
Italian company to sell portable cold fusion plant deliverable next year – PhysOrg
- Charting Bitcoin vs. the South Seas bubble – Mebane Faber
- Nine bitcoin alternatives for future currency investments – Telegraph