Global Macro/Markets
- A Tale of Two Theories on why global growth sucks – Project Syndicate (debt or debt?)
- World trade suffered biggest fall in first half of year since the GFC – The Economist
Europe
- Democratising the Eurozone – Yanis Varoukafis (good luck explaining that to the Chermans Yanis…)
- Fears over China and sterling stall manufacturing in UK – FT
- Russian ruble plunges as Morgan Stanley forecast recession in 2016 – Bloomberg
- EZ jobless rate lowest in 3 years at 10.9% – BBC (still dismal where it doesn’t count)
United States/Americas
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- Americas to take brunt of Iranian return to the oil market – Bloomberg (but what about the poor Saudis?)
- Things getting uglier in Canada as commodity prices burst – BI (harbinger for Straya)
- Donald Trump at Beowulf – WaPo (well, he has to be a fictional character surely?)
- 4 reasons a recession in the US is overblown – BI
Asia
- Time for a reevaluation of ASEANs role – The Diplomat (Australia not being a sheriff of US is a good start)
- More Chinese shipbuilders face bankruptcy on overbuilding – GlobalTimes
- South Korean exports plunge 15% – BI (this is a major bellwether sign that things are not going well)
- Half hearted capital controls are coming to China – Bloomberg
Down Under
- Australia’s disastrous deal with Cambodia on asylum seekers – The Diplomat (oh dear…)
- Warning: nice fuel prices won’t last – Canberra Times
- Coalition lights a fire and then whines about heat – Canberra Times
- Super funds call foul on penalty change – Canberra Times
- Ministers seek distance from Dutton’s ‘jihad’ claims – Canberra Times
- Changes to paid parental leave a ‘retrograde’ step – Canberra Times
- Wedge politics game has few winners – Canberra Times
- Property baron sniffs free-trade boon – The AFR
- Why Ma Xingfa bought 705,700 hectares of northern Australia – The AFR
- Energy, mining firms resigned to weak growth – The AFR
- High taxes mean Australia lost CSL plant – The AFR
- Young women biggest losers in super system – The AFR
- The buck stops with us: 7-Eleven – The Australian
- Call to means test homes for pension – The Australian
- Simplified international student visas make life easier – The Australian
…and furthermore…
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