Global Macro / Markets:
- Emerging market sell-off raises specter of contagion – Reuters , Bloomberg
- Emerging market rout turns serious, punctures exuberance in Davos – Telegraph
- The stock market is correcting. What are you doing to do? – The Reformed Broker
- The VIX futures curve has inverted. – BI
- We Can’t Afford to Leave Inequality to the Economists – HBR
- The Real Challenges to Growth – Project Syndicate
The Americas:
- Huge ‘Super PAC’ Is Moving Early to Back Clinton – NYT
- Argentina to Ease FX Controls After Peso Devaluation – Bloomberg
- Argentine peso vs. central bank foreign reserves via @shaneferro – Twitpics
- U.S. Oil Production Keeps Rising Beyond the Forecasts – NYT
Europe:
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- France’s Rating Affirmed by Moody’s; Retains Negative Outlook – Bloomberg
- Eurozone manufacturing expansion accelerates; risks remain – Walter Kurtz
- Romance and Reform: Does Hollande Mean Business This Time? – Der Spiegel
- Berlusconi probed for tampering – Japan Times
- A New Model for New Europe – Project Syndicate
- Italy moves to sell stake in post office to cut public debt – Reuters
Asia:
- Another Look at China’s GDP Numbers – WSJ
- China’s banking system hangs on what happens to this shadow banking product – Qz
- Political crisis in Thailand: You go your way, I’ll go mine – The Economist
- China Bank Regulator Said to Issue Alert on Coal Mine Loans – Bloomberg
- Japan-China war of words goes ballistic in Davos – Telegraph
Local:
- The facilitators bringing China’s home buyers to Oz – AFR
- Jakarta rift won’t deter PM – TheOz
- Bendigo and Adelaide Bank makes it big with bonds – AFR
- Coalition pressures Toyota workers – TheOz
- A-REITS produce steady income but returns are down – AFR
- Private health cover: a premium struggle to obtain peace of mind – TheAge
- ANZ reimburses dudded customers – TheOz
- Welcome to the club: the new $1m suburbs – SMH
- Can Sino Iron Dig Out of Its Investment Hole? – Caixin
- Biotechs lured overseas by incentives and specialists – The Age
- Is alarm at SMSFs just the financial industry’s sour grapes? – SMH
Other:
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- ALMOST EVERYTHING IN “DR. STRANGELOVE” WAS TRUE – New Yorker
- CEO … or Caveman??? – Huffington Post
- Dr. Doom Roubini: Tech to Replace White Collar Jobs – Bloomberg
- Twenty ways in which the Macintosh changed everything. – Techland
- JPMorgan Gives CEO Dimon 74% Raise to $20 Million in 2013 – Bloomberg
- Industry Awakens to Threat of Climate Change – NYT
- Davos 2014: There’s only one way to close the wealth gap – Telegraph