Wednesday, January 12, 2011

Links January 12: Random walk

Mish calls Australian bubble bust. Mish
US foreclosure pipeline. Alphaville
US housing headed for new low. Calculated Risk
Macroprudential goes global. FT, Stephen Bartholomeusz
McKibbin demands flood stimulus. The Age
More capesize carnage. Dry Ships
Contagion today: Belgium out. All else in.
Gold not a bubble till $2k. BusinessWeek
Alcoa sees China slowing. Bloomberg
China rampaging credit growth. Reuters
China's great pile of paper. Econompic

2 comments:

Anonymous said...

CDS on the debt of Australian Banks on the move, prospective funding problems.

http://www.acting-man.com/?p=6057

Make sure to scroll down to Oz chart

dingo said...

No update today? Brissy floods good or bad for the housing bubble?