Weekend links 9th-10th Nov 2013

Global Macro / Markets:

• Fed Anxiety Rises as QE Raises Risk of Loss With Political Cost – Bloomberg
• The pricing of the Twitter IPO left too much money on the table –  Dan Primack
• How most investors should “play Twitter.” – Felix Salmon, Farhad Manjoo
• Bitcoin is by definition a fiat currency – BI

North America:

• October employment report: 204,00 jobs 7.4% unemployment rate – Calculated Risk
• JPMorgan Banker Backed $200 Million Madoff Loan in 2008 – Bloomberg
• Payroll Gains in U.S. Probably Cooled Amid Government Shutdown – Bloomberg
• The Mutilated Economy – Krugman

Europe:

• Berlin is the new London – connectwire
• Germany’s export surplus hits record high – FT
• S&P Downgrades France – WSJ
• S&P criticises France’s high tax rates for stifling growth – FT
• Draghi Aggression Shows Pledges Backed by Rate Surprise – Bloomberg
• ECB publishes its opinion on the Single Resolution Mechanism (SRM) – EU
• Fear of Deflation: ECB Rate Drop Shows Draghi’s Resolve – Der speigel

Asia:

• Fukushima’s fuel rod removal plan- BBC
• Israel rejects mooted interim Iran nuclear deal, Kerry heads to talks – Reuters

Local:

• RBA sees slow growth, rising unemployment- AFR
• Jakarta puts limits on turn backs – The Oz
• Government asset sales help boost lagging M&A – AFR
• Abbott starts cuts to shrink the public service – AFR

Other:

• New Internet Bug Bounty holds companies accountable, protects hackers – ZDNet
• Iran Nuclear Deal Expected as Early as Friday – WSJ