Here is what I am reading:
- EU’s New Crisis Model Gives Spain More Time for Cuts (Bloomberg)
- The New Global Economy’s (Relative) Winners (Project Syndicate)
- The problem with ‘structural’ explanations for U.S. unemployment (Bloomberg)
- China’s ‘5 apocalypses’ signal global recession (MarketWatch)
- New Highs, New Lows, Yield Greed (The Aleph Blog)
- We Can’t Head Into Recession If We Haven’t Had a Fixed Investment Cycle (Minyanville)
- The Bullish Alternative – A Mid-Year Update (Briefing.Com)
- The Puzzling Pre-FOMC Announcement “Drift” (The Federal Reserve Bank Of New York)
- FOMC Minutes Not a Smoking Gun (Tim Duy’s Fed Watch)
- Debt, deleveraging and crisis in the US (Martin Wolf Exchange)
What are you reading?