Link 6 February 2014

Global Macro / Markets:

• Everything You Need To Know About the Emerging Market Currency Collapse – The Atlantic
• Emerging markets more vulnerable than ever to Fed tightening, warns BIS – The Telegraph
• Understanding emerging-market turmoil – VOX
• How the emerging market sell-off gets much, much worse – Quartz
• Inside Bitcoin’s first big money-laundering scandal – The Verge

North America:

• Health Care Law May Result in 2 Million Fewer Full-Time Workers – New York Times
• How Obamacare Discourages Work — And Why That Could Be A Good Thing – Business insider
• No, CBO did not say Obamacare will kill 2 million jobs – Washington Post
• Comparing U.S. and Euro Area Unemployment Rates – New York Fed
• The Fed’s bad manners risk offending foreigners – Financial Times
• Fed Presidents Say Stock Decline Unlikely to Derail QE Taper – Bloomberg

Europe:

• EU Said to Weigh Extending Greek Loans to 50 Years – Bloomberg
• Draghi Said to Seek German Support on Bond Sterilization – Bloomberg
• Italy accuses S&P of not getting ‘la dolce vita’ – Financial Times
• Europe’s Investment Bankers Mark Worst January in Decade – Bloomberg
• Bank of England official criticises go-it-alone approach to global finance – The Guardian

Asia:

• Philippine Leader Sounds Alarm on China – New York Times
• China’s poultry industry wants to hush up bird flu news in damage control bid – SCMP
• China’s Oil Pipeline Through Myanmar Brings Both Energy and Resentment – Bloomberg
• China Savers’ Penchant for Property Magnifies Bust Danger – Bloomberg

Local:

•  Qantas bailout still possible – The AFR
• Mixed response to forecast end of current accounts – The AFR
• Australia one of the world’s most expensive markets for energy – The Australian
• BG plans for LNG on hold – The Australian
• Call for COAG to set new award agenda – The Australian
• Tax cuts failed to spark work surge – The Australian
• NSW planning strategy lacks vision – The Australian
• Nation keeps paying more for everything – The Australian
• ANZ loss could open fee floodgates – The Age
• Average home taking twice as long to build – The Age
• Abbott: Sorry hardest word for ABC – The Guardian
• Solar industry to fight against cuts – The Guardian
• SPC Ardmona hurt by dumping – The Guardian
• Business groups warn against cuts – The Guardian

Other:

• The Buffett derivative mystery gets more exotic – Financial Times
• Why I rent and would never buy – Financial Times
• If robots divide us, they will conquer – Financial Times
• The return of the supply side – The Economist