Global Macro/Markets
- THE FAILURE OF LOW-VOLATILITY ETFS – Pieria
- Leveraged bubbles – VoxEU…that 1880s Australian housing bubble is dwarfed by what we now have….
- Greenspans bogus conundrum – FTAlphaville
- China poses threat to world growth says IMF – BBC
Europe/Middle East
- Euro area recovery with only France as laggard – Bloomberg (oh really? what about PIIGS?)
- Escaping the refugee crisis – Project Syndicate
- Why refugees won’t flee to the uber-rich Gulf states – BBC
- Tories losing “war” on asylum seekers as Australian-lite approach backfires – FT (send John Winston Howard then?)
- All eyes on the ECB as Mario Draghi “panicks” – ZH
United States/Americas
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- Why this weeks job report is so special – Bloomberg
- Douche canoe Donald Trump chastises others for speaking Spanish – FT (Vete al carajo Senor Trump)
- U.S. jobless claims rise; trend shows labor market still strong – Reuters
Asia
- If we don’t understand both sides of China’s balance sheet, we understand neither – Michael Pettis…very good read…
- Bank of Japan board member warns Japan won’t hit inflation goal for more than two years – SCMP
- Mongolia unlikely to seal US$4 billion coal mine deal, says minister – SCMP
- China now building two aircraft carriers, not one – IBTimes
- What will the PLA look like in 10 years time – The Diplomat (interesting book review)
- As the penis waving goes full mast at the two day military parades in China – Globaltimes
- Foreigners flee Japanese stocks at fastest rate since 2004 – Bloomberg
Down Under
- Retail’s growth spurt wont last long – Callam Pickering at BS
- Solar to take on coal industry as it scales up – AFR
- Lower Australian dollar to inflate Sydney/Melbourne property prices – AFR (err…not by foreigners “taking profit”)
- Government urged to take action against ‘dirty’ money in real estate – ABC...the only media outlet left which can ask questions on RE?…
- 7-Eleven wage abuse claims spread to national petrol chain United Petroleum – ABC
- Australia’s balance of payments improves but $2.46 billion trade deficit remains – ABC
- A 60 cent Australian dollar. Why it’s just what we need. – Fairfax
- Abbott government shipping changes will sink 1000 jobs: research – Fairfax
- Rio Tinto still aims to hit 360 million T iron ore output target – Reuters
…and furthermore…
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- Dawn launch of Atlas V rocket is just beautiful
- Completely paralysed man steps out in robotic exoskeleton – Gizmag (proper use of the word awesome here)
The always good Clark/Dawe – this is from earlier in the year, but timely since Joe Hockey’s inane comments of late: