China has lost its appetite for risky assets. Brad Setser, Follow the Money.
The collapse of financial globalization. Brad Setser again.
Groundwork for trade conflict being laid. Yves Smith, naked capitalism.
Banking industry sinking faster than the government can bail? Yves Smith again.
Funding the deficit. John Jansen, Across the Curve.
A Minsky meltdown? John Bogle, Journal of Indexes.
The yield curve (wonkish). Paul Krugman, The Conscience of a Liberal.
Fifty Herbert Hoovers. Paul Krugman, NYT Op-Ed.
a little late, but...
Federal Reserve balance sheet. James Hamilton, Econbrowser.
hat tip for above, and worth reading itself:
Fedthink. Steve Waldman, interfluidity.
The Great Crash, 2008. Roger Altman, Foreign Affairs. (hat tip, Paul Kedrosky)
An imaginary retrospective of 2009. Niall Ferguson, FT. (hat tip, PK again)
Estimated earnings growth for the S&P500. Bespoke Investment Group. (ditto)
Scenarios for 2009: Straight lines, moonshots, EKGs, etc. Paul Kedrosky, Infectious Greed.
Yellow brick road economic theory. Michel Shedlock, Mish's Global Economic Trend Analysis.
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