Global Macro / Markets / Investing:
- Gold miners are holding their own – Short Side of Long
- The dangers of buying distressed stocks – Aleph Blog
- Why active fund managers underperform – Humble Student
- Stock picking pays in emerging markets – AllianceBernstein
North America:
- What’s up with US retail sales? – Scott Krisiloff
- Jobless claims up, trend favors strong labor market – Reuters
- U.S. household debt sinks $18 billion to $11.63 trillion – Wall Street Journal
- How America’s refugee population has changed over time – Washington Post
Europe:
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- Euro Zone stops and waits for ECB – FT Alphaville
- Eurozone Recovery Stalls, With Weakness in Germany and France – New York Times
- Germany is itself a victim of EMU’s austerity fanatics – The Telegraph
- Euro-Zone GDP fails to grow in second quarter – Wall Street Journal
- German GDP signals euro-zone recovery may be stalling – MarketWatch
- UK exports to EU ’dead in the water’ – BBC
Asia:
- Learning to Forget Tibet in China – New York Times
- 5 Takeaways from Japan’s GDP – Wall Street Journal
- How One Police Chief Built a Graft Network over Four Decades in Power – Caixin
- With eye on China, Japan slowly building amphibious force with help of US Marines – Stripes
Local:
- Aldi could end supermarket duopoly – The AFR
- Let’s not be backwards on childcare – The AFR
- Politics becomes a zero sum game – The AFR
- Australia Post targets $30 billion in medicare, drug payments – The AFR
- Liberals tell Hockey to sharpen up – The AFR
- Doubts spread over Hockey sales job – The Australian
- The Treasurer has driven his Budget sales caravan into another ditch – The Australian
- Liberals attack Treasurer – Canberra Times
- Swan says oligarchs destroyed Labor – The AFR
- Fuel excise is a good tax with a world of pain – The AFR
- Politics becomes a zero sum game – The AFR
- Telstra ready to hand over copper to NBN – The Australian
- Thousands of mining jobs to go – The Australian
- Time to tax inner suburbia – The Age
- Dumb ways to sell a Budget. A guide to Joe Hockey – The Guardian
- Joe Hockey’s petrol blunder – Business Spectator
- It’s do or die for the TPP – Business Spectator
Other:
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- Sleep, health and the economy – The Economist
- Millennials should be better known as Generation Rent – Business Insider
- Berlin bans Uber on ’safety grounds’ – BBC
- The Truth About Retirement for Baby Boomers – Wall Street Journal
- The Gold Standard and Price Inflation – stlouisfed.org