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Thursday, July 21

July 21st Late


EURO CRISIS
Let the “small enough to be allowed to fail under certain circumstances” go

Complete, but draft

Debt swap to 2020, NPV reduction 20%

A 'Managed (and Generous) Deleveraging”

TF Market Advisors comments



Can Greeks Become Germans? – opinion by Friedman The New York Times

Comparison of actions on Greece and Argentina

Bank levies in Europe?

FINANCIAL CRISIS




Is consumer spending the problem? – Atlanta Fed’s macroblog
U.S. Consumers May Cede Shopping Crown – WSJ / Real Time Economics

Corporate deposits continue falling in Ireland

“They should be broken up, and their size must be capped. Congress won’t do it, obviously. So we’ll need to rely on the nation’s two antitrust agencies — the Federal Trade Commission and the Antitrust Division of the Justice Department.”
The Shameful Murder of Dodd Frank – Robert Reich via Economonitor

EMERGING
Brazil rate raise, China’s manufacturing woes

On the CA surplus countries’ worries that debtor countries inflate away their debts. The author and tons of articles on the site are worth a look for ppl interested in Big C.
Current account dilemma – China Financial Markets

DIVERSION

Journalists’ word frequencies inversely correlated with stock market prices
News you can (almost) use – The Economist

Social Media Marketing Book on slide share by Dan Zarrella

Misleading headline as usual with Altucher. Very nice read.
Life Tastes Best When You Eat What You Kill – The Altucher Confidential