Links February 23: Oil shock

Oil shock ahead. Zero Hedge Futures soar. Barchart Libya declares force majeure. Reuters Seif Qadhafi’s bizarre thesis. The Arabist Risk awwwwf. Barchart Oil uncertainty reigns. Telegraph Stagflation. Karen Maley Farmer’s can’t grow enough corn. Bloomberg US real house prices dooooown. Calculated Risk Semiconductors flashing warning on business cycle. Inside Business Dutch Disease goes global. BeyondBrics Glencore/Goldman


Links February 22: 1989

Sectarian war could engulf Middle East. Daily Mail Gaddafi teetering. Telegraph, Al Jazeera BP pulling out. Zero Hedge The spread to East Asia. Stratfor (h/t Zero Hedge) Ireland’s likely new leader. Zero Hedge China prepares banks for bust. Bloomberg Chinese companies can’t find workers. FT Nations may expand food stockpiles, say traders (they’re betting on


Links February 21: G Nuthin’

MidEast update. Bloomberg Weekend “Jasmine revolution” in China. Zero Hedge Dud. FT FDIC to sue WAMU execs. Calculated Risk Week ahead for DOW. Calculated Risk Rice next? Zero Hedge Chinese inflation. Macroblog Big Mac says Aussie 18% overvalued. OANDA First home buyers suckered. Daily Telegraph G20 compromise. FT Bernanke dumps on foreign investors. FT No


Weekend reading: Rising stakes

Bahrain ugly. WSJ Will Bahrain spill into Saudi Arabia? Bloomberg Bahrain, Saudi, oil. Ambrose Evans-Pritchard Death in Yemen, Libya,  FT, II Djibouti rocked. BBC Europe update. Calculated Risk Portugal wides. Bloomberg Euro banks thirsty for dollars. Zero Hedge China raises reserve requirements, again. Bloomberg Chinese hot money flows. Yahoo Bernanke on global imbalances. Calculated Risk Farm


Links February 18: Dreams over

US core CPI stirs. Calculated Risk, Econompic Dream hits wall in Bahrain. FT Portugal hits record. Bloomberg China hot money. FT China property support to continue. FT Shanghai ties up with Brazil. Taipei Times Captains of industry want SWF. SMH The MRRT is superb. Bartho Moody’s threatened downgrade of banks. Nobody Ore market cautious. Reuters


February 17: Moody’s dumps on banks

Moody’s puts all four majors on downgrade review. WSJ, Alphaville, Bloomberg Loan deposits rising in US. WSJ Bernanke Hoocoodanode? Calculated Risk Producer prices rising. Econompic China suspends house price data. Zero Hedge Chinese relocation risk. FT Brazil won’t play on yuan. WSJ Flows to China. Alphaville Bahrain rocked. FT Libya cracks down. FT RSPT stoush.


Links February 16: China’s inflation

China’s inflation. Mish Exporters in trouble. (h/t LBS) Business Insider Rebellion in Iran, Yemen, Bahrain Biiiig bear market rally. David Rosenberg Systemic risk. Kyle Bass US bond purchases, UK rules. Zero Hedge US Empire, retail solid. Calculated Risk But input costs surging. Zero Hedge The new ASX/SGX merger proposal. SMH Pass it. Bryan Frith Uranium sales


Links February 15: Kloppers’ influence

Democracy contagion: Algeria, Libya, Yemen, Libya, Iran. WSJ Or, Jordan, Syria, Saudi Arabia. FT Irish haircuts. Independent US deleveraging update. Calculated Risk More pain for US housing. Calculated Risk The rise of quant data. Baseline Scenario China’s new Panama Canal. FT China’s inflation controls. Zero Hedge Versus: China’s inflation booster. The Source The China domino. John


Links February 14: Who’s next?

Algeria? Zero Hedge Or, Bahrain? FT Week ahead for the DOW. Calculated Risk US participation rate. Calculated Risk, Zero Hedge DOW internals. DragonFly US housing reform. Alphaville All time high for US Feb petrol prices. Mish Aussie as oil play. PragCap US manufacturing lean and mean. Street Light Fine Gael ahead in Ireland. FT Gittins! loves a surplus?


Weekend reading: Blowoff time

Mubarak goes, army steps in. FT Egypt’s new ruler. Zero Hedge US trade gap explodes, shrinks with China. FT, Calculated Risk WLI rises again. ECRI Portugal bleeds. Bloomberg Spain too. Bloomberg And boosts banks. Telegrpah Sugar rocket. FT Sweet for speculators. BBC Faber calls commodity bust. Commodity Online (h/t Naked Capitalism) Food no barrier for


Links February 11: Rio rocket

Rio books 194% profit jump. Steel Orbis QEIII watch. US jobless claims fall. Calculated Risk Bernanke critique exits FOMC. Zero Hedge Fed hikes will end the party. Zero Hedge (just as well they won’t happen) Hoarding. Caroline Baum Stagflation UK. Bloomberg Chinese property bubble goes west. Bloomberg US bond market set to overreact. Albert Edwards Answering


Links February 10: Monetary musings

Why China should worry about Egypt. Barry Eichengreen China to tighten, big time. FT Yeh, right. PragCap Speculation behind food prices. Clouded outlook Commodity bubble. Surly Trader Commodities to squeeze US economy. Barrons I come to praise Bernanke. Calculated Risk Bond market paranoiacs. Alphaville Some Asian currencies rising. WSJ Britain’s austerity. Martin Wolf CBA wants SWF. SMH


Links February 9: China hot

Chinese inflation and rates up. Bloomberg Who cares. FT US bond market pressure. Barrons Housing affordability groups meet. The Age Full China bull. Robin Bromby Contagion on: Portugal, Spain, Italy, Greece Ore price steady. Reuters BDI stabilises. Dry Ships


Links February 8: Pinning the ears back

Bizarro European summit. Eurointelligence, Wolfgang Munchau Market’s verdict: Contagion on. Portugal, Spain, Italy, Belgium, Ireland, Greece, Krugman wrong again. NYT Bangladesh the next food domino. Zero Hedge Wall St bouncing back. Simon Johnson US economy accelerating. Tim Duy O’Farrell backs burbs. SMH China’s Lewisian turning point. John Garnaut Cautious consumers yada, yada, yada. The Age IWT


Links February 7: Profits and bonuses

Currency manipulation. Michael Pettis Versus capital controls. WSJ China: bulls vs bears. WSJ Week ahead for the DOW. Calculated Risk Peripheral Europe needs more. VOX Not a done deal.  WSJ Egyptian parties meet. NYT Bonus time! Rotten Apple, FT, Sunday Telegraph Poor fan. Stuart Washington Love the levy. Gittins! Miners’ mind-numbing profits. Adele Ferguson More


Weekend Reading: QEIII

US unemployment report solid. Calculated Risk Long Treasuries screaming. Zero Hedge Bernanke denies role in food spike. FT Reluctant to move. Gavyn Davies Merkel’s mission. Bloomberg Clawbacks are coming. FT Big banks and fiscal ruin. Baseline Scenario Game on for Portugal. Bloomberg SWF now. Michael West TBTF. Malcolm Maiden Fairfax addresses it’s rising shareholder. Adele Ferguson Expanding


Links February 4: Inflate/deflate

US ISM strongish. Bloomberg Versus US employers still unsure of recovery. FT Rice now flying. Zero Hedge Liberalise food. Javier Blas UN indicators have food prices at record. Zero Hedge IMF warns Asia overheating. WSJ European consumers close wallets. Econompic Irish bank run. Ambrose Evans-Pritchard Ireland by Michael Lewis. Vanity Fair Contagion returns. Portugal China anomalies. Zero


Links February 3: Inflation rages

Egypt riots. BBC Yemen President offers resignation. Hindustan Times Pakistan next? Marc Faber Worse to come for food. FT Wen commits to tackling inflation. Reuters Iceland’s successful bankruptcy. Bloomberg Neoclassical to behavioural economics. Credit Writedowns (h/t Naked Cap) US refinance now reverse ATM. Calculated Risk Australia more risky (and expensive). The Age Yasi to boost commodity


Links February 2: Eye of the storm

Egypt’s million man march. FT, Bloomberg Jordan sacks government. FT Will unrest spread to Saudi Arabia? Ambrose Evans-Pritchard What does revolution cost in Oz? $22m. The Age ISM power. Calculated Risk Commodity laggards breaking out. Barron’s Stock picking is dead. Zero Hedge China housing bubble hits terminal velocity. Bloomberg Chanos on short China. FT Higher rates coming in


Links February 1: Risk awwwwwn

Egypt rebels rally to El Baradei. WSJ, NYT Brent hits $100. Barchart US PMI details. Zero Hedge Loneliest man at Davos. Bloomberg China’s housing poor. Telegraph US dependent upon global rebalancing. Tim Duy Reform monetary policy. Henry Thornton Coking coal moonshot continues. Coal Portal Maybe this is why. BOM No financialisation of commodities. Krugman (is he nuts?)


Links January 31: Fog of war

Egypt approaches endgame. FT Army withdrawing to create chaos? The Arabist Suez not the problem. Contagion is. James Hamilton All things oil – up. Barchart Harmony. China blocks “Egypt”. Reuters China bubble risk. Telegraph Happy Davos. Simon Johnson No commodity speculation. (Nah, none at all) Greed, green and grains Cyclones in Qld. SMH Qld dogs should marry.


Weekend Reading: Neocon’s revenge

Egypt turmoil. Bloomberg, Stratfor, FT Follow the struggle. The Arabist The importance of Suez. Zero Hedge Yemen mass protests. The Telegraph Syria mans the barricades. Zero Hedge Jordan marches. FT Fed primed for more. Tim Duy So’s Timmy Geithner. BusinessWeek US GDP. Calculated Risk, Econompic Dubai’s world succumbs to Ozimandius. Telegraph (h/t Naked Capitalism) The China


Links January 28: The levy breaks

China land games. Market Watch Japan downgraded. Zero Hedge, The Source China will raise further. Bloomberg Now it’s uranium. Refomed Broker Caterpillar’s 2011 forecast. WSJ Food stockpiling. FT Levy politics. Peter Hartcher Interests slam levy. The Oz Two-speed pay. SMH Loving the China bubble. The Age Coal to rocket. The Oz


Link January 26: Rolling on

Spanish banks. Eurointellignce US refi kaboom. Calculated Risk Does Martin Wolf read MacroBusiness? Food rocks Egypt. FT India muscles up. FT Contagion running: Ireland, Portugal, Spain, Italy, Belgium, Greece More SHIBOR. Zero Hedge Will China save Europe? Bloomberg Pavlov’s bulls. Jeremy Grantham Dollar down on more Fed giveaways. Businessweek Coal back. SMH Adapt or die.


Australia Day links

Double dip recession in UK. Telegraph SHIBOR spike. Zero Hedge, II EFSF roars into debt. Asymtotix, FT Contagion continues: Ireland, Belgium, Portugal, Greece, Spain, Italy India raging inflation. Economic Times Fake demand. Tim Duy Give them stimulus. Peter Martin CBA customer support smashed. SMH Australian inflation. Adam Carr Chinese coal market tension. The Economist Hess


Links January 25: Mixed messsages

Inflation is coming. Alphaville Not to the US. John Dizard, Tim Duy Flood inflation here. FT Quant churn. Zero Hedge Short bonds & stocks. Nic Lenoir China to slow. China Daily Greed siezes metals. Bloomberg Ore falls !?!?!?! Bloomberg Ore flood panic. John Garnaut Record ore inventory. Bloomberg Levy and cuts pay for floods. SMH New frugalism


Links January 24: Demographia damnation

New Demogrpahia housing survey. PDF One poor harvest from chaos. Independent (h/t Naked Capitalism) US saving less. WSJ Irish government collapses. Irish Times Recalling January 2008. Doug Noland Scenarios for oil. FT Rent seekers council attacks. SMH Rent seeking retail prepares. The Age RBA to raise in March. David Uren Palladium joins supply shock. Mining Weekly


Weekend reading: China’s banks

China’s problem. Paul KrugmanChina’s inflation dilemma. Charlie FellChina’s SHIBOR bounces big. Zero HedgeChina NPL’s. Michael Pettis30% chance of Chinese hard landing. Ambrose Evans-PritchardGreatest bear market rally in history. Calculated Risk The efficacy of capital controls. VOX(h/tNaked Capitalism)The future of Fannie & Freddie. NYTEurope’s secret fiscal integration. BloombergInflation nutters. Samuel BrittanThe love of LPTs. Ian VerrenderMelbourne’s


Links January 21: Ratcheting up

China’s loan cap. Caixin (h/t Naked Capitalism)China’s illusory decoupling. Asia TimesChina overheating. FT, Michael SainsburyOre price drivers. FTChina can beat inflation. Gavyn DaviesOre price record. BloombergOre volume record. The OzIndian exports the key to rally. ReutersChinese sabre rattling. Washington TimesMore US homes. Calculated RiskFinancialisation of cows. GMMRamp mining tax to pay for flood recovery. Ian


Links January 20: Ore rocket

Ore approaching record high. BloombergCommodities bust. Zero HedgeAsian inflation. ReutersChina should get guarantee to buy euro. BloombergChina and Germany. FTIreland defaults. BloombergChina and the US, mutual interests. Martin WolfHow to get tough with China. Naked CapitalismChina NOT selling Treasuries. EconompicBanks want to raise again. SMHChina’s holiday home. Bernard Salt