34 banks, including AIG and CIT, miss their TARP payments – naked capitalism
Consumers deleveraging (1) Revolving credit balances down, but outstanding payments up – Felix Salmon
Consumers deleveraging (2) Non-revolving credit is up – naked capitalism
And, er, the US starts testing its exit strategy – FT
Dollar up on Asian central bank purchases and Bernanke comments – FT Money Supply
Financial stability: Britain worse than Nigeria, Panama and Bangladesh – Times
Venezuela plans to raise dollar-denominated debt – FT
Inaugural world SWF meeting ends today, report out next week – Macroscope

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Leading economists discuss topics raised by Martin Wolf, the FT's chief economics commentator, and others.