Global Macro / Markets:
- The Greater Depression – Brad Delong
- The stall-speed syndrome – Stephen Roach
- The Cause of Secular Stagnation? – Econbrowser
- Lending Club is NOT a bank. – Matt Levine
- Ultra-Liquidity – Piera
- Classic warning sounds for investors – FT.com
Americas:
- GDP Expanded at 4.2% Rate in Second Quarter – WSJ
- Most Americans Think The Economy Is Permanently Damaged – Huffington Post
- Nonbank Mortgage Lenders Bounce Back – WSJ
- Bringing it back home – Martin Feldstein
- US economy: ‘pent up wage deflation’ blues – Gavyn Davies
- Obama Cools Talk of Strikes Against Islamic State in Iraq or Syria – WSJ
- Manhattan Condo Resale Prices Reach Record High – Bloomberg
- California Drought Squeezes Wells: State Considers Regulating Groundwater Use for First Time – WSJ
- The criminalisation of American business – The Economist
- Regional Manufacturing Surveys suggest Solid August ISM index – Calculated Risk
- Weekly initial unemployment claims continue to trend below 300k. – Calculated Risk
Europe:
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- German retail sales drop in July – WSJ
- Why is Europe not ‘coming together’ in response to the euro crisis? – Yanis Varoufakis
- France Producer Prices Fall Unexpectedly In July – RTT
- Schaeuble Sees Draghi’s Instruments for Growth Exhausted – Bloomberg
- How Draghi Seeking QE Trade-Off May Find Austerity Trap – Bloomberg
- Spain July retail sales fall 0.5 percent year-on-year -INE – Yahoo
- Eurozone needs growth plan; Business lending cut by €573bn since 2009 – finfacts
- Danish Economy Unexpectedly Contracts as Exports Decline – Bloomberg
- The very scary word in Putin’s new statement on the Ukraine crisis – Vox
- Obama, UN call emergency meetings to discuss Russian incursion into Ukraine – The Guardian
- EU Sanctions Boomerang – Poor leadership once again – New Eastern Outlook
- Ukraine death toll mounts as Kiev plans to join NATO – France24
- Separatists say will allow ‘trapped’ Ukrainian forces to withdraw – Reuters
- Why Eastern Ukraine Could Become Russia’s Next ‘Frozen Conflict’ – The Atlantic
- Fact: Dim Sum bonds are not coming to rescue Russia’s banks – Bruegel
- Eurozone delusions – Mainly Macro
- Disappearing euro zone inflation set to heighten ECB concerns – Reuters
- The billion-dollar fall of the house of Espirito Santo – Reuters
- Untangling the Mess of Austrian Bank Hypo – WSJ
- Russia says ‘high risk’ to gas deliveries to Europe this winter – Telegraph
- Russian Energy Giant Gazprom Wants Rubles, Not US Dollars, For Its Arctic Oil Exports Amid Western Sanctions – IB Times …what happens is they convert these RUB for USD, which shows up as Russian capital outflow….
Asia:
- Japanese economy stalls as income, spending languish – Enca , Reuters
- Baidu and Tencent join Dalian Wanda in $814m China ecommerce deal – FT
- Japanese Cultural Influence Grows in India – The Diplomat
- Xi Jinping’s success so far: Taking control by following Deng Xiaoping – CNN
- Malaysian Airlines to cut 6,000 jobs in overhaul – NYT
- The Eurasian initiative by the President of South Korea – New Eastern Outlook
- Pakistan army intervenes in political crisis – Al Jazeera
- China’s Capital Controls and Exchange Rate Regime – Cecchetti & Schoenholtz
Local:
- Queensland names advisers for asset sales – Business Spectator , Brisbane Times
- Qantas nosedive – LateLine
- Brokers demand branches play by the same rules – Broker News
- Woolworths posts $2.45b profit despite Masters, Big W weakness – SMH
- What do China’s real estate bosses really think of Australia? – Real Estate Business
- Wickenby identifies $2b in tax liabilities – AFR
- Medibank’s $4b listing due before Christmas – AFR , Business Day
- Murray inquiry inundated with credit card surcharge complaints – Business Day
- Is this the end of the banks golden run ? – Business Day
- Google tests drone deliveries in Australia – FT.com
Other:
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- UN: We are ignoring the biggest humanitarian crisis of our era – BI
- Inside Google’s Secret Drone-Delivery Program – The Atlantic
- On the ground in Israel and Gaza – NYT
- Killer robots a small step away and must be outlawed, says top UN official – The Age
- ASIC says staff misunderstanding of internet led to 250,000 websites being blocked – PM
- Newly Built CO2-Emitting Plants Outpace Closings – Oil Price
- West Africa’s Ebola outbreak could spread to 20,000 people, WHO warns – LA Times
- US rendition survivors urge Obama to declassify torture report – The Guardian
- Why Instagram is a great environment for advertisers. – Medium
- China’s Building 3-D Printed Houses – IB Times
- The rise of the mega-city will change the global economy forever – Telegraph
- Where bad tattoos go to die – Vancouver Sun …some come to Geelong…
- Boomer Wealth Dented by Mortgages Poses U.S. Risk – Bloomberg
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