Weekend Links 29th-30th November 2014

Global Macro / Markets:

• China overtakes Japan as world’s second-biggest stock market – JT
• The countries punished by an Opec-fuelled oil price rout – Telegraph
• Acting Collectively: A Better Way to Restructure Government Debt – IMF Direct
• Oil Seen in New Era as OPEC Won’t Yield to U.S. Shale – Bloomberg

Americas:

• Why America Is to Blame for Mexico’s Carnage and Corruption – FP
• Alberta Producers With World’s Cheapest Oil Face Cascading Woes – Bloomberg
• Vehicle Sales Forecast: “Strongest November since 2001” – Calculated Risk

Europe:

• Italian Unemployment Rate Rises to Record, Above Forecasts – Bloomberg
• Italian youth unemployment chart – @cigolo
• German jobless rate hits record low – BBC
• Bundesbank’s Weidmann Rejects Calls for German Stimulus Plan – WSJ
• Central banks can’t raise growth potential, says ECB’s Weidmann – Reuters
• Moldova Emerges as Battleground in EU-Russia Struggle – WSJ
• Euro zone bank lending: not as bad isn’t good enough – Reuters
• Swiss, French call to bring home gold reserves as Dutch move 122 tons out of US – RT
• UK house prices grow slowest in 11 months, says nationwide – BBC
• Spain falls further into deflationary territory – FT
• European Commission endorses Irish budget but warns on debt – Irish Times
• Labour force(d) mobility: Migration in Europe – Bruegel
• Vicious Cycle 2.0: European bank interconnectedness and vulnerabilities – Pieria
• Russia’s Banks Feel Capital Squeeze in Grip of Sanctions – Bloomberg
• EU Law Analysis: The nine labours of Cameron: Analysis of the plans to change EU free movement law – EU Law analysis

Asia:

• Fukushima workers still in murky labor contracts: Tepco survey – Reuters
• Record China Downgrades Test PBOC as More Defaults Seen – Bloomberg
• China set to launch deposit insurance – FT
• India woos neighbors as rift open door to China – France 24
• PetroChina Helps Lead Oil Companies Lower as OPEC Holds Output – Bloomberg
• Japan CPI falls to 0.9% – FT
• Another Brother in Prominent Shanxi Family Is Target of Graft Investigation – Caixin
• China’s $6.8-trillion hole ? – The Economist
• Hong Kong makes arrests as unrest over camp clearance continues – Christian Science Monitor
• Abe Tested by Weak Retail Sales as Japan Election Looms – Bloomberg
• Japan bond yield goes negative as BOJ faces oil threat – Reuters

Local:

• Victoria election 2014: government won’t take blame for Napthine loss – TheOz
• Brisbane storm: Supercell damage bill could reach $150 million, Campbell Newman says – ABC
• Brisbane stunned by severe storm: ‘no time to evacuate, no warning’ – Guardian
• 3 + 3 = 1 (and a half ) for Ausco Contracts – ArtsHub
• ABC sacks Quentin Dempster – Canberra Times
• Rio working in Glasenberg’s shadow – AFR
• Why banking’s ‘big nine’ would be a win for taxpayers – Chris Joye
• Recipe for disaster: How pie face lost its way – AFR
• The true cost of ‘free’ mortgage advice – AFR
• Coalition’s secret plan to control the ABC – SMH
• Criticism caps of ‘worst week’ – SMH
• $6bn hole in disability costing – TheOz
• Palmer MP quits ‘national disgrace’ – TheOz
• Labor on the brink of victory: Newspoll – TheOz , The Age

Other:

• What Airbnb Gets About Culture that Uber Doesn’t – HBR
• The hidden downside of being a powerful women – Inc
• Despite Aid Push, Ebola Is Raging in Sierra Leone – NYT

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