Links

Macro & Markets World energy watchdog fears 1970s oil crunch as Mid-East regains stranglehold – Telegraph, AEP ‘Too big to fail’ banks must hold 18% safe assets – Nikkei Asian Review Who’s behaving rationally in iron ore, steel?

Global Macro / Markets / Investing: After the Gold Rush – The Reformed Broker The Uberization of Money – WSJ Peter Schiff: It’s going to be a ’horrible Christmas’ – CNBC RBS – Emerging Markets – Gimme Shelter – slideshare.net High-frequency trading and market quality: What’s the deal?

More coming as time is available……..

Macro & Markets VW Discloses New Emissions Problem, Involving Carbon Dioxide – NY Times No matter where in the world you look, bonds are flashing the same ominous signals – Financial Post China commodity outlook brightens, but beware caveats – Reuters, Clyde Russell Have commodities reached an inflection point?

Global Macro / Markets / Investing: Here’s How Much QE Helped Wall Street Steamroll Main Street – Bloomberg Bonds Send Same Ominous Signs No Matter Where in World You Look – Bloomberg What’s the natural rate of interest?

Global Macro / Markets / Investing: Why has world trade been so weak in recent years?

Macro, Markets & Investing US.

Global Macro / Markets / Investing: Inside the Secretive Circle That Rules a $14 Trillion Market – Bloomberg Sovereign Wealth Funds in the New Era of Oil – IMF How long can the Middle East survive cheap oil?

Macro, Markets & Investing The Fed Can’t Raise Rates, But Must Pretend It Will – Emerging Equity Hedge Funds Are Getting Their Gold Bets Wrong – Bloomberg Governments shouldn’t count on low oil prices: IEA – Reuters The Great Unwind From The Massive U.S.

Global Macro & Markets If US hikes its rate, will there be another Asian currency crisis?