Global Macro / Markets:
North America:
- Dream of U.S. Oil Independence Slams Against Shale Costs – Bloomberg
- A General Theory of Obamacare Fiction – New York Times
- Why the Federal Reserve Failed to See the Crisis of 2008 – Berkeley
- Place bets carefully on home builders – Wall Street Journal
- Builder borrowing on rise, a sign supply crunch for new homes could soon ease – Wall Street Journal
- The truth about the great American science shortfall – LA Times
Europe:
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- The path to recovery and the ECB’s role – European Union
- Eternal City’s financial crisis deals Renzi first political headache – Wall Street Journal
- Calls grow louder for ECB to print money – Reuters
- Britain’s economic recovery is rooted overseas – Financial Times
Asia:
- Lung Cancer Cases Linked to Air Quality – Caijing
- China pollution: Trouble in the air – Financial Times
- China is caught in a steel trap – Business Spectator
Local:
- Westpac makes venture capital play – The AFR
- Abbott playing a high stakes game of chicken with Qantas – The AFR
- Qantas must be freed to compete – The AFR
- The fall and rise of Geelong – The AFR
- G20 growth target a “crazy notion”: Bernie Fraser – The AFR
- Bleak capex report likely to get a lot bleaker – The AFR
- The good news in Qantas’ horrific results – The AFR
- Level heads may not prevail in airline war – Business Spectator (locked)
- Business is preparing for a capex strike – Business Spectator
- Telstra targets ownership curbs – The Australian
- Worst capex slump in 20 years to hit jobs – The Australian
- Palmer to block Qantas ownership amendment – The Australian
- Lift the super preservation age – The Australian
- Qantas, unions ready for showdown – The Age
- Australia needs austerity like a hole in the head – The Guardian
Other:
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- The Wolf of Wall Street: Fact vs. Fiction – Yahoo
- What’s gone wrong with democracy – The Economist
- Inequality v growth – The Economist