Global Macro / Markets / Investing:
- Like 2007 the stock market is showing signs of internal weakness – Pension Partners
- Are investors being lulled into a sense of complacency by low interest rates? – Sober Look
- Bubbles are fun, until they are not – Trader Feed
- New price adjustments reshape the world, yet again – VOX
North America:
- The big banks are no longer the profit machines they were pre-crisis – New York Times
- New homebuilders remain optimistic – Calculated Risk
- Retail sales weaker than expected – Bespoke Invest
- Why Larry Summers is wrong about secular stagnation – Washington Post
- Health Spending 25 Years Out – Brookings
- Expected Health Spending Declines (Again) – New York Times
- Krugman: This Age of Infallibility – New York Times
- Can America be Uberized? – New York Times
Europe:
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- Germany’s Defense Against the N.S.A.: Typewriters – New York Times
- Obama Widens Sanctions Against Russia – New York Times
- UK and Germany push for Russia sanctions – Financial Times
- EU Bank-Aid Rules Await Test as Espirito Santo Wobbles – Bloomberg
- European ABS market continues to stutter – Financial Times
- British pay growth slows to record low even as jobless rate falls – Reuters
- Mark Carney blasts BIS for calling for rate rises in a “vacuum” – The Telegraph
- Greece’s creditors consider debt-relief-for-reforms plan – Wall Street Journal
Asia:
- Buffett’s favorite market indicator applied to Japan – Meb Faber
- Pain Spreads From China’s Excess Production – Wall Street Journal
- China’s shadow hovers over $100 billion BRICS bank – Financial Times
- China GDP shows progress on rebalancing – Financial Times
- China’s slowdown on hold – Financial Times
- Foreign business is easy prey in China – Financial Times
- China announces plan for reform of state-owned enterprises – Financial Times
Local:
- Second discount food retailer coming to Australia? – The AFR
- End of the carbon bubble – The AFR
- Evolution of a financial system – The AFR
- Bank rules “threaten economy” says ANZ chief – The AFR
- Five year drop forecast for commodity prices – The AFR
- Miners tighten their iron grip – The AFR
- Hockey’s Budget hole heading to $41 billion – The AFR
- Slapping GST on online buyers “discriminatory” says Ebay – The AFR
- What is the B20 and should you care – The AFR
- Rich will bear fuel excise claim – The Australian
- Business calls for free trade blitz – The Australian
- Baby boomers can’t afford to retire – The Australian
- Senate blocks gas project visas – The Australian
- Don’t blame the banks, regulation at fault – The Australian
- Hockey flagging more savage cuts – Canberra Times
- Plunge in smoking attributed to plain packaging cigarettes – Canberra Times
- Australia is 3rd happiest nation – The Guardian
- Senate to impose conditions on asset recycling bill – The Guardian
- An ideological war will ravage Australia – Business Spectator
Other:
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- Embracing diversity in the WTO – VOX
- Elon Musk Reveals Name of Next Tesla Car: the Model III – Mashable
- Target the planning laws not the 1% – Financial Times