Global Macro / Markets / Investing:
- Why the narrative about emerging markets is likely to shift – The Irrelevant Investor
- A better measure of bond market sentiment – Humble Student of the Markets
- Market inefficiencies are interesting only to the degree they can be exploited – A Wealth of Common Sense
- Can individual investors time market bubbles? Some evidence says yes – SSRN
- Free ride ending for money market funds – Barry Ritholtz
- Russia’s stock market is quite a drag on the BRICs – Dr Ed’s Blog
North America:
- Seven optimistic charts about the American economy – Quartz
- IMF forecasts lower interest rates than Fed does – Market Watch
- A guaranteed income for every American would eliminate poverty – VOX
- How’s California Doing? – New York Times
- Home-Rentals Wall Street Made Say Grow or Go – Bloomberg
- Another false alarm on US inflation? – Financial Times
Europe:
Advertisement
- UK arms export licences for Russia still in place despite claims of embargo – The Guardian
- A ‘crowding out’ theory of the Eurozone crisis – VOX
- US accuses Russia of continuing to arm Ukraine rebels – Financial Times
- World’s Biggest Wealth Fund Reviews $8 Billion Russian Holdings – Bloomberg
- BoE governor Mark Carney says UK rate rise drawing closer – Financial Times
- Can sanctions stop Putin? – Eurasian Development Bank
Asia:
- How China Dismantled the Uyghur Internet – The Diplomat
- Market Reforms, Fight against Corruption Go Hand in Hand, Expert Says – Caixin
- As credit dries up, troubled Chinese steel makers lose lifeline – Reuters
- China Averts Second Corporate Default as Huatong Pays Bonds – Bloomberg
- Beijing closes coal-fired power plant to cut pollution – Xinhua
Local:
- The costly day to day of daycare – The AFR
- Inflation means stable rates more likely – The AFR
- How Murray will be a financial game-changer – The AFR
- CITIC claims Palmer mis-used $12 million – The AFR
- Mortgage rates hit record lows – The AFR
- Abbott briefed Murdoch on PPL before party room – The AFR
- Abbott consulted Murdoch on PPL – The Guardian
- Insolvencies falling, but picture is mixed – The AFR
- Stage set for US-style health system – The AFR
- Labor urged to support reforms – The Australian
- Greens support for PPL falters – The Australian
- House prices still booming – The Australian
- Fears Budget will hit poor – Canberra Times
- Tougher apartment rules on the table – The Age
- Are we becoming just a nation of graduates – Business Spectator
- Why inflation won’t force the RBA’s hand on rates – Business Spectator
Other:
Advertisement