EDITORS' PICKS
In this week's essential reading guide Gottliebsen outlines the threat to the global banking sector, Bartholomeusz dissects BHP's earnings result and Maley finds the biggest threat to gold's rapid rise.
Will the US bank crisis reignite?
Robert Gottliebsen
The 60 per cent slump in both Bank of America and Socit Gnrale shares this year is a warning of financial stress. Crucially, it also suggests the banking crisis goes far beyond the eurozone.
Breaking the Foster's cash machine
Robert Gottliebsen
Foster's is in great danger of falling into SABMiller's hands for a price that grossly undervalues the business, because the board has failed to spell out its distribution policy.
BHP – it's all about growth
Stephen Bartholomeusz
The market's preoccupation with share buybacks has blinded it to what BHP Billiton has given shareholders in its record profit announcement.
A decade of economic winter
Stephen Bartholomeusz
The risk of a new global banking crisis is real, but even if pathways to stability are developed it's unlikely we'll see a return to anything but anaemic growth in the near term.
Gold in a eurozone shadow
Karen Maley
Wednesday's brutal gold retreat may have just been an overdue correction, but the risk of central bank selling in Europe should have markets on edge.
Will Merkel snap the olive branch?
Karen Maley
Rebellious MPs are threatening to scuttle Angela Merkel's latest bailout plan, but her real quandary relates to how far Germany will go to rescue its struggling peers.
Labor's stench of vice
Rob Burgess
If Craig Thomson does fall we could soon be ushering in a government yet to outline any serious reform agenda. Tragically, that is starting to look like the best option.
Steel agony can't justify protectionism
Rob Burgess
With its support of the steel sector, the Gillard government is treading a foolish path. It is treating manufacturing woes as if they're cyclical, when it knows this isn't the case.
TECHNOLOGY SPECTATOR: Apple steps into the unknown
Charis Palmer
Tim Cook's obsessive eye for detail and willingness to burn the midnight oil are unquestioned but does he have the inspiration required to fill Steve Jobs' shoes?
CLIMATE SPECTATOR: Coal kings kick back
Giles Parkinson
Civilisation will come to an end without coal and the carbon tax will cause the price of a schooner of beer to rise to $60. Don't say you haven't been warned.
A poisoned chalice of EU power
Oliver Marc Hartwich
Instead of solving problems, the European Stability Mechanism creates new ones. And in a worst case scenario, it threatens Germany's solvency.
Property's fine forecast
Christopher Joye
In the next 10 years, we're likely to see more sedate house price growth, but what will that look like in absolute terms?
Bernanke takes the spotlight
Stephen Grenville
The chair of the Federal Reserve has done almost as much as a central banker can do given the circumstances. So what has he got left up his sleeve?
Time to pop the Canberra question
Alister Drysdale
Parliamentary question time is, without doubt, a fraudulent, stupefying and inane charade. If we're serious about the role of our elected officials, it's time we scrapped it for good.
Robert Gottliebsen
The 60 per cent slump in both Bank of America and Socit Gnrale shares this year is a warning of financial stress. Crucially, it also suggests the banking crisis goes far beyond the eurozone.
Breaking the Foster's cash machine
Robert Gottliebsen
Foster's is in great danger of falling into SABMiller's hands for a price that grossly undervalues the business, because the board has failed to spell out its distribution policy.
BHP – it's all about growth
Stephen Bartholomeusz
The market's preoccupation with share buybacks has blinded it to what BHP Billiton has given shareholders in its record profit announcement.
A decade of economic winter
Stephen Bartholomeusz
The risk of a new global banking crisis is real, but even if pathways to stability are developed it's unlikely we'll see a return to anything but anaemic growth in the near term.
Gold in a eurozone shadow
Karen Maley
Wednesday's brutal gold retreat may have just been an overdue correction, but the risk of central bank selling in Europe should have markets on edge.
Will Merkel snap the olive branch?
Karen Maley
Rebellious MPs are threatening to scuttle Angela Merkel's latest bailout plan, but her real quandary relates to how far Germany will go to rescue its struggling peers.
Labor's stench of vice
Rob Burgess
If Craig Thomson does fall we could soon be ushering in a government yet to outline any serious reform agenda. Tragically, that is starting to look like the best option.
Steel agony can't justify protectionism
Rob Burgess
With its support of the steel sector, the Gillard government is treading a foolish path. It is treating manufacturing woes as if they're cyclical, when it knows this isn't the case.
TECHNOLOGY SPECTATOR: Apple steps into the unknown
Charis Palmer
Tim Cook's obsessive eye for detail and willingness to burn the midnight oil are unquestioned but does he have the inspiration required to fill Steve Jobs' shoes?
CLIMATE SPECTATOR: Coal kings kick back
Giles Parkinson
Civilisation will come to an end without coal and the carbon tax will cause the price of a schooner of beer to rise to $60. Don't say you haven't been warned.
A poisoned chalice of EU power
Oliver Marc Hartwich
Instead of solving problems, the European Stability Mechanism creates new ones. And in a worst case scenario, it threatens Germany's solvency.
Property's fine forecast
Christopher Joye
In the next 10 years, we're likely to see more sedate house price growth, but what will that look like in absolute terms?
Bernanke takes the spotlight
Stephen Grenville
The chair of the Federal Reserve has done almost as much as a central banker can do given the circumstances. So what has he got left up his sleeve?
Time to pop the Canberra question
Alister Drysdale
Parliamentary question time is, without doubt, a fraudulent, stupefying and inane charade. If we're serious about the role of our elected officials, it's time we scrapped it for good.
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