Economy:
Economic growth expected for winter – MarketWatch
The Year In 4 Charts – NPR
Economic predictions for 2012: Bank of America and the other market risks – Examiner.com
Economic predictions for 2012: PIMCO’s economic forecasts for the new year – Examiner.com
Markets:
Is the Stock Market Still Fair? – Smart Money
China’s Real Estate Bubble May Have Just Popped – Foreign Affairs
Daniel Kahneman On Prediction – Curated Alpha
How Bad Ideas Worsen Europe’s Debt Meltdown: John H. Cochrane – Bloomberg
10 Trends in U.S. Housing in 2011 and What to Look for in 2012 – International Business Times
Politics:
In volatile 2011, politics, policy loomed large over markets – Reuters
China and Japan plan direct currency exchange agreement – BBC
Fed’s Once-Secret Data Compiled by Bloomberg Released to Public – Bloomberg
US Republicans in climbdown on payroll tax deal – BBC
Banks:
Huge demand for ECB’s three-year loans – BBC
The Big Lie (Did Fannie and Freddie Cause the Crisis) – New York Times
Botticelli and his bankers: Gold, God and forgiveness – Economist
