Weekend Links – 1st-2nd February 2014

Global Macro / Markets:

• Former IMF Chief Economist, Now India’s Central Bank Governor Rajan Takes Shot at Bernanke’s Destabilizing Policies – Naked Cap
• The rise and fall of Bitcoin mining – DailyDot
• European Stocks Drop, Head for Worst January Since 2009 -Bloomberg
• Individual investor sentiment has turned tail in this correction. – Bespoke
• There are multiple fires burning through the emerging markets. – BI, WSJ
• The Incredible Shrinking Credit-Default Swap Market – Bloomberg
• When Good Models Go Bad – A Dash of insight

The Americas:

• U.S. Banks Loosen Loan Standards – WSJ
• The Decline and Fall of ‘Hope and Change – The Atlantic
  
• Mexico Surpassing Japan as No. 2 Auto Exporter to U.S. – Bloomberg
• BEA: Personal Income increased less than 0.1% in December, Core PCE prices up 1.2% year-over-year – Calculated Risk
• A decent Q4 GDP report and the prospects for growth in 2014. – Calculated Risk
  

Europe:

• Danish government near collapse on Goldman Sachs deal – FT
• Ukraine unrest: Scepticism over Yanukovych illness – BBC
• London New Home Registrations Reach Record High – Bloomberg
• Euro-Area Inflation at 0.7% Builds Rate Pressure on ECB – Bloomberg
• EBA announces key features of the 2014 EU-wide Stress Test – View press release – European Banking Authority – EU

Asia:

• Japan’s Inflation Accelerates as Abe Seeks Wage Gains – Bloomberg
• Japan’s economy improves sharply data shows – Market Watch
• Beijing considering new South China Sea air defence zone, says Japanese report – scmp

Local:

• Rate cut less likely as home loan growth surges – AFR
• Young a challenge for carmakers, says Mazda boss – SMH
• Banks need $289bn more in liquid assets for new rules – AFR
• Rent bonanza if DJs, Myer exit – Business Day
• Abbott car-subsidy cuts may speed Ford, Holden departures – AFR
• ABC navy brutality reports unravel – TheOz
• Premier Jay Weatherill’s quit threat sparks pre-poll crisis – TheOz

Other:

• How Much Did Goldman Rip Libya Off? – Bloomberg
• We Are Giving Ourselves Cancer – NYT
• Drilling surprise opens door to volcano-powered electricity – Conversation
• 3-D printing stock enthusiasts beware. -The Reformed Broker
• With Wall Street’s Support, Jeff Bezos Can Conquer the World Without Earning a Profit – Slate