Links 3 September 2015

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Global Macro/Markets

  • El Nino to be strongest in decades as food shortages loom – BBC (more on this today actually)
  • Bill Gross says Fed tightening would create new cycle of instability – Reuters (understatement)
  • World faces third deflationary wave on emerging market crisis – FT (must read)
  • How natural resources breed violence, especially in Africa – The Economist

Europe/Middle East

  • Netanyahu says just shoot Palestinian kids throwing stones – BI (nice guy)
  • Can’t have a flag either, says Israel – IBT (I’m thinking of a word that rhymes with hunt here…)
  • As Gaza to become inhabitable within 5 years, says UN – BI

United States/Americas

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  • US private sector adds 190K jobs in July – Reuters
  • Fed dove Rosengren says inflation doubts should keep rate hikes at bay – Bloomberg

Asia

  • This is what China’s version of QE looks like – Bloomberg
  • Japans military wants record budget for next year – The Diplomat (watch the timing of that fellahs…)
  • China is scaring away investors with its interventions in stocks – The Economist

Down Under

  • Young women are the biggest losers in superannuation system – AFR (so much reform needed, its not funny)
  • Tony Windsor poised to challenge Barnaby Joyce – The Age
  • Australia’s biggest investor shows how to manage risk – AFR
  • Investor interest rates could catch out some property investors – AFR (oh dear, someone think of the children)
  • Income squeeze worsens as economic decay sets in – but Hockey says all is well – AFR 

…and furthermore…

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  • Is social media ruining politics? Politico – only if you think you’re on the losing side…
  • September 2, 1945 when Japan surrendered – The Diplomat (will the pacifism continue?)
  • First Tesla Model X SUV ready to go, colors, “ludicrous mode” – Bloomberg (oh yeah!)
  • Everything is awesome as Lego sales go through the roof – Bloomberg