Markets
Markets Tumble. How Will the Fed React? – Tim Duy’s Fed Watch
Barron’s Roundtable, Part 1 — The Good Bad and Ugly: A Guide to 2014 – Barrons.com
Barron’s Roundtable, Part 2 — Shaking Things Up – Barrons.com
Barron’s 2014 Roundtable, Part 3 — Better Get a Grip – Barrons.com
Gundlach Shows Why Betting Against Treasuries Is a Fool’s Game – Bloomberg
Copper Records Longest Losing Streak Since 1995 – WSJ.com
Technology
Spying Fears Abroad Hurt U.S. Tech Firms – WSJ.com
Autonomy’s UK profits ‘overstated by 80%’, Hewlett-Packard finds | Business | The Guardian
HP Restates Autonomy’s 2010 Revenue as 54% Less Than Reported – Bloomberg
North America
The Fruits Of Free Trade: How NAFTA Revamped The American Diet : The Salt : NPR
Shocking US factory orders and Chinese bank woes trigger global flight to safety – Telegraph
White House Won’t Say If NFL Should Pay Taxes | TIME.com
Mississippi Most Religious State, Vermont Least Religious
Homeowners Acquire a Taste for Remodeling – WSJ.com
Calculated Risk: U.S. Light Vehicle Sales decrease to 15.1 million annual rate in January
U.S. ISM Factory Index Declines More Than Forecast – Bloomberg
The Obama Administration Took The Platinum Coin Option More Seriously Than It Let On
Treasury’s Lew warns that U.S. default could happen quickly | Reuters
Kerry Tells Senators That Obama Syria Policy Is Collapsing – Bloomberg
Ottawa to buy Detroit land for cross-border bridge project, official says – The Globe and Mail
What the Super Bowl Looks Like to a Foreigner
Emerging Markets
Emerging markets fall back to earth | Nouriel Roubini | Business | theguardian.com
Emerging markets risk repeating eurozone blunder of synchronised tightening – Telegraph Blogs
EM central bankers: guiders, reactors and mavericks | beyondbrics
Central banks must co-ordinate policy – FT.com
Emerging market sell-off as a weak dollar/strong renminbi crisis /Euromoney magazine
EM haven hunt turns up few bargains – FT.com
Capital controls or cooperation?
Analysis: Emerging markets outlook not rosy, but valuations tempt | Reuters
Iran gets first tranche of assets under sanctions relief | Reuters
Petrobras Shares Plummet 5.8% to Close at Eight-Year Low – WSJ.com
Europe
German resurgence: It wasn’t the Hartz reforms | vox
French and Spanish car sales add to European recovery signs | Reuters
U.K. Manufacturing Sector Growth Misses Expectations – WSJ.com
Danish Premier Rebuilds Cabinet After Goldman Deal Dispute – Bloomberg
Euro May Be Resurfacing as a Safe Haven – WSJ.com
Asia
Japan’s top three banks poised to benefit from spurt in domestic loan growth | Reuters
Japan’s ‘Hollowing-Out’ Means Weaker Yen Not Helping Much – Real Time Economics – WSJ
China Demand Still Buoys Global Producers – WSJ.com