Long weekend Links – 25-27th Jan 2014

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:

• 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:

• 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