- Repo market threatened by proposed 15bp levy – FT
- US market now pricing in November, not September, rate rise – Big Pic
- Loosening by stealth tomorrow at the Bank of Japan? – Money Supply
- Swiss National Bank makes $9bn profit – Money Supply
- Prop trading ban will not stop banks risking deposits – FT
- “You can drive a supertanker through the loopholes” – Naked cap
- Not just Weber and Draghi: two new names for ECB President – Money Supply
- Should Krugman replace Bernanke? – Felix Salmon
- Diversification from dollar pushes pensions into EM – FT
- HK sets up fund to bargain-hunt in Gulf – FT
- Seven arrested for $10bn UAE cenbank fraud attempt – Reuters
- China-Taiwan trade talks to start tomorrow – FT
- Swiss Hildebrand backs Volcker rules – WSJ
- And chart below (NB. Current US GDP/Debt ratio is 86.4%)
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