Trian

• Trade Slows Around World (WSJ)
• Debt limit lurks in fiscal cliff talks (FT)
• Welcome back to the eurozone crisis (FT, Wolfgang Munchau)
• Euro Leaders Face October of Unrest After September Rally (Bloomberg)
• Dad, you were right (FT)
• 25% unemployment, 25% bad loans, 5% drop in Industrial Production, and IMF finally lowers its 2013 Greek GDP forecast (WSJ)
• Global IPOs Slump to Second-Lowest Level Since Financial Crisis (Bloomberg)
• France's Hollande faces street protest over EU fiscal pact (Reuters)
• EU Working to Resolve Difference on Bank Plan, Rehn Says (Bloomberg)
• China manufacturing remains sluggish (FT)
• Samaras vows to fight Greek corruption (FT) ... and one of these days he just may do it
• Leap of Faith (Hssman)
• Germany told to 'come clean’ over Greece (AEP)

Q2 hedge fund reporting season has come and gone. Below is a summary of the key funds, and who held what at the end of June.

• With big conditions, China Offers $43 Billion for IMF Crisis War Chest (Reuters)... US offers $0.00
• Mexico is not Spain: Mexican Yields Drop to Record as Spain’s Borrowing Costs Soar (Bloomberg)
• And live from Las Ventanas al Paraiso: G-20 Leaders Focus on Banks as Spain's Woes Challenge Merkel (Bloomberg)
• German Constitutional Court Gives Victory to Opposition in ESM Suit (WSJ)
• EU Europe’s Leaders Urged to Resolve Crisis (FT)
• Backing Grows for One EU Bank Supervisor (FT)
• Greek Leaders Close to Coalition, Aim to Ease Bailout (Reuters)
• China Economy Improves in June, Commerce Minister Chen Says (Bloomberg)
• China Looks for Loan Boost (WSJ)