Links 4 November 2014

Global Macro / Markets / Investing:

• Globalization is not accelerating all that much – Justin Fox
• An evaluation of quantitative easing – Econbrowser
• Effects of climate change ‘irreversible,’ U.N. panel warns in report – Washington Post
• Hedge Funds Cut Bullish Oil Bets on Rising Global Output – Bloomberg
• The incredibly bullish seasonal period the stock market is entering – Quantifiable Edges
• A lot can go wrong when you are forecasting 10-year asset class returns – A Wealth of Common Sense
• Hedge funds want in on the peer-to-peer lending market – Financial Times
• The great good work of robo advisors – Matt Hougan

North America:

• October’s ISM manufacturing report points towards more US growth – Crossing Wall Street
• Share of US FHBs hits 27-year low – Real Time Economics
• Who Would Have Health Insurance if Medicaid Expansion Weren’t Optional – New York Times
• So You Want To Fix The Housing Crisis – Tech Crunch
• The decline of U.S. labor under-utilization – Bruegel

Europe:

• No, Angela Merkel hasn’t issued an ’ultimatum’ to David Cameron over EU migrants – The Telegraph
• Merkel ’would accept UK exit from EU’ – BBC
• Switzerland’s Gold Bug Moment – Bloomberg View
• Eurozone manufacturing remains weak, but UK beats forecasts – The Guardian

Asia:

• Beware your assumptions on Japan – Market Anthropology
• Why the head of Norway’s sovereign wealth fund is focused on China – Bloomberg
• Foreign TV shows online will need permits – China Daily
• In North Korea, fear takes hold over new foreign threat: Ebola – The Guardian
• No Need to Fear a Fall in Population – Japan Policy Forum

Local:

• No champion solution for carbon – The AFR
• Westpac says extra capital may mean dividend cuts – The AFR
• Chinese consider taking over Meriton – The AFR
• Turnbull tops Liberal leader vote in national poll – The AFR
• PwC says GST review ‘inevitable’ – The AFR
• Hockey forges ahead with uni funding cuts – The AFR
• Data retention: a delicate balancing act – The AFR
• Brakes on ‘illegal’ UberX ride-sharing – The Australian
• Benefits of raising GST are not worth the political cost – Canberra Times
• Gail Kelly: You’ll all pay for higher bank capital charges – Canberra Times
• Coal emission reduction ‘years off’ – The Guardian
• The Australia Institute is out to get Christine Milne – The Guardian
• Why house prices will keep surging – Business Spectator
• The Direct Action assault on free market thinking – The Drum
• Abbott seeks to share the GST blame – The Drum

Other:

• Map: The Africa without Ebola – Washington Post
• New battery aims to transform electric cars – Financial Times