Global Macro:
- Where Doug Kass is bullish and bearish. Barron’s
- The collapse of the Assad regime could be a regional game changer. The Diplomat
- The resulting power vacuum could also be a game changer for Kurdish aspirations. BBC
- Not to mention Putin’s. Russia defies EU Syrian arms sanctions. Moscow Times
United States:
- Japan Airlines looks to the US. Wall Street Journal. Proves not all airlines, even those from stagnant economies, are doomed.
- Romney forced to clarify position on Iran. Financial Times
Europe:
Advertisement
- Why entrepreneurship is at the heart of Europe’s struggles. The Economist
- Why compettiiveness is at the heart of Spain’s struggles. Bernard Delbecque
- ECB could take more bold measures. The Telegraph
- Do it. Charles Wyplosz
- Don’t do it. Martin Feldstein
Asia:
- Walter Russell Mead on Asia’s future order. Lowy Interpreter
- Meanwhile in China’s current order, the Bo Xilai saga rolls on. The Economist
- And on orders past, an interesting essay on what China has learned from the Soviet Union. The Diplomat
- And indeed on what it can learn from dynastic history. Wall Street Journal
- More on why there may be a bounce in iron ore. FT Alphaville
- And why, unfortunately, there might not be a bounce in the Shanghai Composite. People’s Daily
- India’s massive blackout the worst in a decade. Economic Times. Go long Indian infrastructure.
- Make sure to check back later today for Sinocism’s excellent list of daily China links
Local:
- More productivity myths. The Drum
- Australia restores ties with Fiji. The Australian
- At least one media company is making money in Australia: the BBC. AFR
- And there’s at least one consumer business hiring lots more workers: Centrelink. The Australian
Interesting/Different:
Advertisement