China
- China banks face instability on shake-up of funding base – SCMP
- Chinese direct investment in US to top US$10 billion for third year in a row – SCMP
- Capital Flight From China: Why Investors Are Taking Their Money Elsewhere – IB Times
- China Doubles Margin Requirement for Stocks to Curb Leverage – Bloomberg
- China’s Unwilling Consumers – Project-Syndicate
- Investors in China haunted by “key man” clause – Reuters
- Two-Child Policy Won’t Bring Desired Baby Boom, Experts Say – Caixin
- The China Path – (What recent events in China tell us about the way forward) by Matt Garrett – Sober Look…pretty good read…
- How a Detained Stock Trader Played with Fire – Caixin
- Futures Trader Faces Scrutiny over Gains from High-Frequency Trading – Caixin
- The Real Reason China Wants Yuan in IMF’s Basket – Caixin
- China is losing interest in learning English – CNBC
- China’s corruption crackdown is so vast, top officials from every single province have been nabbed – Quartz
- Chinese manufacturers losing cost advantages over US: report – China Daily
- China’s Troubled Credit Swells to Sweden-Sized $628 Billion – Bloomberg
Asia
- Turkey approaches day of reckoning on economic reform – Intellinews
- Central bank says ringgit will recover once uncertainties resolved – Nikkei Asian Review
- Long and winding road to inflation in Japan – Nikkei Asian Review
- Nuclear isn’t the prime solution to Japan’s economic problems – World Finance
Europe
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- Abbottalypse Now: Paris attacks, live feed of news. Many dead, France shuts borders. Reuters
- Drum rolls in the great disappearing act of Russia’s banks – Intellinews
- Britain’s EU renegotiation will force ECB into action, says Mario Draghi – Telegraph
- At Aeroflot, It’s Patriotism Over Profits as Russia Pressures Industry – NY Times
- Eurozone’s largest economies record lacklustre growth – FT.com
- DSGE macro economic models and secular stagnation in the Eurozone – not a happy marriage – RWER
- Half of Russia’s Richest People Are Planning to Cash Out – Bloomberg…moving may be a better bet than having the acquisition process looked at…
- Berlin Accomplices: The German Government’s Role in the VW Scandal – Der Spiegel
- Eurozone recovery cools as Germany falters – Deutsche Welle
- Finland to build world’s first permanent nuclear waste depository – Deutsche Welle
- Finland emerges as the ‘new sick man of Europe’ as euro’s worst performing economy – Telegraph
United Kingdom
- Is Europe to blame for Britain’s shameful record on trade? – Telegraph
- Half of all British jobs could be replaced by robots, warns Bank of England’s chief economist – Telegraph
- Red tape and taxes will destroy the City, says UK’s former top regulator – Telegraph
- The Brexit Balance Sheet – Project-Syndicate
- Cuts to tax credits are both a crime and a blunder – FT.com, Wolf
- K. Needs ‘Urgent Action’ to Keep Banks in London, BBA Says – Bloomberg
- What Britain forgets: Why running a budget deficit can reduce the national debt – Economist
- Government sells £13bn of former Northern Rock mortgages to US private equity firm – Telegraph
United States
- U.S. budget deficit widens to $136 billion in October – Reuters
- JOLTS Hires and Quits turn negative YOY; Labor Market Conditions Index uninspiring – Bonddad
- S. inflation to rebound next year, says Fed’s Fischer – Reuters
- Several Fed Officials Say They Are Ready to Raise Rates – NY Times
- Strong Unemployment News Bolsters Case for Fed to Raise Rates – NY Times
- Mortgage applications fall 1.3% amid sharp jump in rates – CNBC
- This chart says America’s not miserable anymore. It’s pretty much wrong. – Washington Post
- Why US unemployment is not done falling – VoxEU
- US intergenerational mobility: 1850-1940 – VoxEU
- The Economy Is Better — Why Don’t Voters Believe It? – FiveThirtyEight
- US Economy Facing Massive Structural Change in Five Charts – Financial Sense
Americas
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- Canada a friendly home for illicit cash, corrupt real estate buys, report says – Vancouver Sun
- In Run-Up to Olympics, Rio’s Property Market Already Looks Hung Over – NY Times
- As US Promotes TPP As A Way To Improve Labor Standards, Guatemala Shows Failed Promises Of Previous Trade Deals – IB Times
- The perils of being an energy superpower – Macleans
- Puerto Rico Is Running Out of Options – Bloomberg
Terra Bubblenomicus
- Negative gearing benefits the rich far more than everyday Australians, analysis shows – Fairfax…Domainfax twigs to the painfully obvious …..
- Charts tracking the demise of the Big Australian – Fairfax
- Committee hears of Commonwealth Bank’s $8.2 billion ‘fraud’ – Fairfax
- BHP hit by perfect storm of dam disaster, falling prices and China fears – Guardian
- Banks get a rap over the knuckles from the RBA as the housing boom continues – Guardian, Jericho
- Australian graduates who move overseas will have to pay back student loans – The Conversation
- Committee hears of Commonwealth Bank’s $8.2 billion ‘fraud’ – Fairfax
- How Australia Gets Student Loans Right – Slate…does it?…
- Will privatised schools and hospital drive public sector efficiency? – Pearls & Irritations
- Search for the biggest fat cat of the Australian super fund industry – Fairfax
- VET: An industry in crisis is an investor’s worst bet – Fairfax
Commodities
- Goldman: Only China can save metals – CNBC…and a lot of ghost cities suggests they may not be inclined to…
- Gold price fall and market panic sparks bullion ‘buying spree’ in China – Telegraph
- OPEC sees oil surplus shrinking in 2016, but underlines current glut – Reuters
- S. shale oil output will be less resilient than gas – Reuters, John Kemp
- Global PMI may be signaling commodity lift-off, but wait for China – Reuters, Clyde Russell
- Have we just witnessed the end of the last great commodities boom in human history? – Financial Post
- How OPEC has earned itself a permanent pay cut in its self-launched oil price war – Financial Post
- China’s coal reversal is a wake-up call for exporters – ABC
- High-energy coal to help Australia miners steam ahead in Asia – Reuters…where they know and love their smog….
- Fresh wave of selling engulfs oil and metals markets – FT.com
- An Interactive Look At China’s Massive Coal Bubble – Zero Hedge
- IEA Says Record 3 Billion-Barrel Oil Stocks May Weaken Prices – Bloomberg
- Steel seems poised to keep on runnin’, keep on hidin’ – Platts
- Unsold oil stuck on tankers threatens world market gridlock – Reuters
- Technical picture offers little solace to copper bulls – Reuters
Capital Markets
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- Why a global currency should remain an impractical dream – Guardian
- Six very strange things have been happening in financial markets around the world – Financial Post…worth noting…
- Mind the Gap as Currency Markets Shrivel for All But Biggest Few – Bloomberg
- Investors will pay if liquidity dries up – FT.com
- Bad Debt in Emerging Markets: Still Early Days – IMF Direct
- British Authorities Accuse 10 of Rigging Benchmark Interest Rate – NY Times
Global Macro
- Fed officials lay case for December liftoff – Reuters
- Premature Fed Hikes Could Cause Global Collateral Damage – Economonitor
- Surge in Protectionist Measures Blamed for Sapping Trade – WSJ, Mauldin
- Government Debt in Japan and Euro Area: Actions Speak Louder than Words – Economonitor
- Is globalisation reducing the ability of central banks to control inflation? – Bruegel
- The tide turns? Falling world trade and the G20 – VoxEU
- The Transmission of Exchange Rate Changes to Output and Inflation – US Fed, Stanley Fischer…worth a read…
- Global growth is struggling, but it is not all bad news – Telegraph
…and furthermore….
- Secret Russian radioactive doomsday torpedo leaked on television – Telegraph
- Hundreds of thousands could already be infected by new sexual disease – Telegraph
- Banks expected to adopt new technologies rather than be overrun – Reuters
- Busted: Chinese scholars use ghostwriters and bogus referees to publish academic papers in international journals – SCMP…not just Chinese scholars…
- More than just a flash in the pan: the high cost of rudeness at work – SCMP
- Is Traditional Banking Unbreakable? – Project-Syndicate
- The Poverty Line’s Battle Lines – Project-Syndicate
- Apple and banks spoil for electronic-payment fight – Reuters
- Inflation and Activity: Two Explorations and Their Monetary Policy Implications – Peterson Institute
- Can Foreign Exchange Intervention Stem Exchange Rate Pressures from Global Capital Flow Shocks? – Peterson Institute
- The Secrets in Greenland’s Ice Sheets – NY Times
- The Strange, True Story of How a Chairman at McKinsey Made Millions of Dollars off His Maid – The Nation…good read…
- The Eight-Hour Sleep Session Is Not What You Need – Slate
- Voluntary disclosure of offshore tax evasion – VoxEU
- Why the cure for a sluggish economy is actually longer vacations – RWER
- Philosophers Don’t Get Much Respect, But Their Earnings Don’t Suck – FiveThirtyEight
- The Ethics Conversation We’re Not Having About Data – HBR
- Why Organizations Don’t Learn – HBR…because they like tongues firmly wedged…
- The “modern” workplace doesn’t just make us lonely, it can make us physically ill – Quartz
- Why critics are wrong about liberal arts degrees – Fortune
- English is not normal – Aeon
- Google Driverless Car Is Stopped by California Police for Going Too Slowly – NY Times