James Ensor, The Frightful Musicians, 1891
China
- Beijing may question the yuan peg as the Fed prepares for liftoff – SoberLook
- Can the Renminbi Take on the World? – Project-Syndicate
- How China Is Winning Southeast Asia – Project-Syndicate
- China’s Malfunctioning Financial Regulation – Project-Syndicate
- China brokerages repackage margin loans into exchange-traded securities – SCMP
- China iron ore trading platform considers deposits to cut default risk – SCMP
- As China Reduces Local Spending, Cities Woo Private Investors – NY Times
- China hits the brakes on financial disruption – Reuters
- China’s Labor Force Undergoes Growing Pains – Caixin
- Auditors Probe Sinopec, Savvy Broker in Angola – Caixin
- Value of Bad Loans Rises for 14th Straight Quarter – Caixin
- China’s Cities ‘Not Telling Public about Debt Levels’ – Caixin
- China’s top bank regulator says bad loans surge – China Daily
- China balance-sheet trick fuels debt as letters of credit surge – Mineweb
- China’s Stock Crash Is Spurring a Shakeout in Shadow Banks – Bloomberg
Asia
- Malaysia mess puts Goldman Sachs in the hot seat – Reuters
- The Trans-Pacific Divisions – Economonitor
- With Iran’s Help, India Eludes China in Race for Gas Riches – Bloomberg
- Negotiators hope to wrap up Trans-Pacific Partnership talks this month – LA Times
- TPP would be a second-best outcome for Asia – Nikkei Asian Review
- BOJ stands pat, upbeat on economy despite expected Q2 contraction – Nikkei Asian Review
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Europe
- Indebted Portugal is still the problem child of the eurozone – Telegraph
- Greece’s banks are dying, and fast – Washington Post
- Can Putin Save Russia’s Struggling Companies? – Bloomberg
- Hollande and Tsipras want Greek bailout agreed in late August – Reuters
- German industrial output slumps unexpectedly – Market Watch
- Polish agriculture finds new markets as Russian ban bites – BNE
- “Decisive” Ukraine debt talks stall as creditors snub Kyiv offer – BNE
- Wolfgang Schäuble, Debt Relief, and the Future of the Eurozone – Bruegel
- Spain’s economy: Back on its feet – Economist
- German Industrial Production Drops as Chinese Slowdown Looms – Bloomberg
- Why Greece Declined a Euro Holiday – Project-Syndicate
- What Greece Needs to Prosper – Project-Syndicate
United Kingdom
- Bank of England signals no rate rise this year as inflation remains ‘muted’ – Telegraph
- At last, wages are rising and productivity is growing – Telegraph
- Super Thursday: Bank of England votes 8-1 to hold interest rates – Guardian
- Average house price rises to 8.8 times local salary in England and Wales – Guardian
- UK trade deficit widens to £1.6bn in June – BBC
- Do interest rates need to rise in 2016? – BBC, Peston
- Building projects under threat from shortage of construction workers – Telegraph
United States
- Payrolls in U.S. Increased 215,000 in July in Broad-based Gain – Bloomberg
- US Job Growth Meets Fed’s “Some” Improvement Threshold – Marc to Market
- US market may pay a price for the vanishing public company – SCMP
- How Radio Explains America – Priceonomics
- Why the Fed should raise rates – Calafia Beach Pundit
- Did The US Lose The International Weapons Market? – IB Times
- Inflation Expectations Fall, Making Rate Hike ‘More Difficult to Justify’ – WSJ
- Is job growth slowing? Planned layoffs hit nearly 4-year high in July – LA Times
- Fed’s forecasts for jobless rate look out of step with history – Reuters
- U.S. companies may be hiring but lid on wages, investment hits productivity – Reuters
- A Marshall Plan for the United States – Project-Syndicate
- Why taxpayers will cover $39 billion in student debt – CBS
- The Tale of an Anxious Economic Recovery, Told by a Revived Textile Mill – NY Times
- For job growth, 33,000 — not 150,000 — is the new normal – Market Watch
- Why has real median household income declined in the prime working age demographic? It doesn’t look like lack of jobs – Bonddad
- Mildly Rich People Problems – Slate
- Sluggish wage growth could weigh on a Fed rate hike – Fortune
- Jobs report looks to have met Fed criteria for rate hike in September – Market Watch
Americas
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- Economists Think Brazil Will Get Downgraded to Junk in the Next Few Years – Bloomberg
- The acceleration of Mexico’s car manufacturing industry – World Finance
- More data needed on Chinese investment in Canadian real estate, paper says – Financial Post
- ‘Playing with fire’: How the Tories’ renovation tax credit promise may affect Canada’s hot housing markets – Financial Post
Terra Incognita
- Christopher Pyne claimed $5000 expenses for Christmas family trip – Fairfax
- Fake foods: Australian producers face Asian retreat in counterfeit battle – Fairfax
- ASIC looks to put Jamie McIntyre out of property game – Fairfax
- RBA: Australia needs more Kiwis – Fairfax
- China fears ease as sharemarket panic cools, but RBA still sees some risks – Fairfax
- Australia holds steady on interest rates, tempers call for dollar fall – SCMP
- Blocking Adani coal mine approval ‘dangerous’ for Australia, ‘tragic’ for world: Tony Abbott – ABC
- Reserve Bank calls peak in unemployment but warns recovery will take years – ABC
- RBA trims Australia’s growth outlook – CNBC
- New Zealand’s growing attraction for workers – BBC
- Australia Central Bank Signals Unemployment Has Peaked, Pushes Back Growth Upswing – Bloomberg
- Dairy model ‘broken’: Landcorp boss – NZ Herald
- Future of Carmichael mine hinges not on skinks or snakes, but its business case – Guardian
- RBA unlikely to cut interest rates further after issuing upbeat economic forecast – Guardian
- Trans-Pacific Partnership could pose risk to public healthcare, leaked draft shows – Guardian
- Does Gautam Adani really need Galilee Basin coal? – The Conversation
- Reform adrift in pointless politics of Abbott government – Fairfax
- Why the dollar is heading for 60-something – Fairfax…Pottsie has the idea…
- Government finances threatened as drought shuts Ok Tedi mine – Nikkei Asian Review
- Labor leader Bill Shorten faces new grilling over AWU deals – Fairfax
Commodities
- Coal Industry Wobbles as Market Forces Slug Away – NY Times
- Two Top Commodity Traders Disagree on Oil’s Path After Rout – Bloomberg
- Rio Tinto CEO says coal will continue to provide foundation for energy production for ‘long, long time’ – ABC
- The Link Between Oil Reserves and Oil Prices – Financial Sense
- Don’t Expect an Oil Price Rebound This Side of 2017 – Financial Sense
- The Saudi Oil Price War Is Backfiring – Oil Price
- The Link Between Oil Reserves And Oil Prices – Oil Price
- Base metals come to terms with China’s ‘new normal’ in July – Platts
- Crude plumbs new depths as glut looks set to worsen – Nikkei Asian Review
- China tipped to massively increase pork imports as price of the meat soars – SCMP
- Hedge Fund Losses From Commodity Slump Sparking Investor Exodus – Bloomberg
- El Nino Defying Rain Seen Boosting Australia Wheat Yield Outlook – Bloomberg
- Coal is not the answer to India’s energy poverty, whatever Tony Abbott says – Guardian
Capital markets
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- M.F. Report Recommends Delay in Elevating China’s Currency – NY Times
- The Irresistible China Trade That Keeps Burning Investors – Bloomberg
- Emerging Market Mayhem: Gross Warns Of “Debacle” As Currencies, Bonds Collapse – Zero Hedge
- One Third Of All Chinese ‘Gamblers’ Have Shut Their Equity Trading Accounts – Zero Hedge
- The Folly of the Macro Investor – Think Advisor
- The Coolest Portfolio Tool on the Web – Reformed Broker
- Exchange rate appreciations and growth: The drivers matter – VoxEU
- Currency changes and contracts: Lessons for Greece – VoxEU
- Two Centuries of Momentum – Newfound Research…well worth a read…
- Why Are People Worried About Bond Market Liquidity? – PragCap
Global Macro
- A Defeat for International Tax Cooperation – Project-Syndicate
- America in the Way – Project-Syndicate, Stiglitz
- Saudi Arabia may go broke before the US oil industry buckles – Telegraph
- Suez Canal Upgrade May Not Ease Egypt’s Economic Journey – NY Times
- Is there an emerging opportunity in emerging markets? – Financial Post
- What really drives public debt – VoxEU
- A proposed research and policy agenda for systemic risk – VoxEU
- Why Is American Beer So Bland? – Atlantic
- The Age of the Robot Worker Will Be Worse for Men – Atlantic
…and furthermore…
- A New Deal for Debt Overhangs? – Project-Syndicate, Rogoff
- What to Make of Productivity Paradoxes – Caixin
- Still Too Big to Fail – Project-Syndicate
- Not even a third of speaking roles in popular movies go to women – Washington Post
- The surprising number of parents scaling back at work to care for kids – Washington Post
- ‘Right to Be Forgotten’ Online Could Spread – NY Times
- ON THE USE OF MATHEMATICS IN ECONOMICS – Pieria
- $60 Trillion Of World Debt In One Visualization – Zero Hedge
- It’s nonsense to believe more flexibility leads to greater productivity – Guardian
- Lie-bore: powerful bank regulators running out of excuses – The Conversation
- Let’s not regulate away the competition fintech can bring – The Conversation