The Weekend Read

Money Quote of the Week:

On China: “Real estate is the dragon head that drives industry, design, construction, steel and cement companies along”…Lending is not a problem. Banks need to lend money out and the top 10 property developers will get special treatment.  – Sydney Morning Herald

Bonds
30-year Treasury may be better barometer – FT
China

China should learn from Japan – AsiaOneNews
Crouching tiger, soaring cranes, rumbling doubts – Sydney Morning Herald
Commodities
A shift in dynamics has led to the exuberance in prices of key commodities – Malaysia Star
Bet on Gold Nets Paulson $5 Billion – NY Times
Egypt Unrest Stokes Oil, Gold – WSJ
Oil near $100 level as Mideast tensions grow – FT
The threat of rising food prices – Vox
Currency

Asia Currencies Gain on Optimism Emerging Markets Growth  – Bloomberg
The new carry trade – Vox
Demographics

In Japan, Young Face Generational Roadblocks – NY Times
Economics

Consumption jump powers US growth – FT
Equities

Funds Offer Exposure To Consumers In Emerging Markets – Barron’s
Geopolitcal

Jordanians march for political reform – FT
Protesters back on Cairo streets – Aljazeera
Monetary Policy

Bernanke’s QE2 efforts receiving mixed signals – FT
Could U.S. Monetary Policy Ignite World War III? – Taipan Daily
How inertial is monetary policy? Implications for the Fed’s exit strategy – Vox
The Week in Monetary Policy Analysis – Minyanville
Sovereign Risk

Downgrade a worry for debt-laden Japan – Daily Yomiuri
EU considers loans to Greece to buy back bonds – Bloomberg

Video:  What Mattered Most

(click here if video is not observable)

This entry was posted in The Weekend Read and tagged , , , , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.