More coming as time is available……..
China
- China grapples with strategic implications of TPP – Nikkei Asian Review
- Businesses struggle to deal with ‘new normal’ – Nikkei Asian Review
- China’s Intervention Lessons – Project-Syndicate
- Taiwan, China gear up for first-ever summit – Nikkei Asian Review
- China resumes initial public offerings after four-month break – SCMP
- Corporate Debt in China: Above Cruising Altitude – Peterson Institute
- China and the IMF: The IMF Blinks – Peterson Institute
- Companies Cash In through Creative Bond Scheme – Caixin
- HK-Listed Cement Company Says Subsidiary Could Default on 2 Bln Yuan Debt – Caixin
- China’s residential property glut is going nowhere fast – China Economic Review
Asia
- Prime minister presses big business for wage hikes – Nikkei Asian Review
- Risk of Japan Recession Seen by Economists in Data Torrent – Bloomberg
- China and Japan Face Off in New Asian Infrastructure Race – Bloomberg
- South Korean Exports – Short Side of Long
Europe
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- Italy’s negative bond yields speaks volumes about Europe’s economy – SCMP
- Communists ready to assume power in Portugal and topple conservative government – Telegraph
- Tackling Corporate Raiding in Ukraine – Economonitor….just turn up with the muscle…
- How to tackle Europe’s non-performing loan problem – VoxEU
- German industrial production drops in September – BBC
United Kingdom
- Why does George Osborne have it in for the workers? – Telegraph
- Global growth risks likely to keep rates at record low well into 2016, BoE suggests – Telegraph
- Bank of England should have seen signs of global economic weakness – Guardian
- Brexit vote would trigger a run on the pound, warns Bank of America – Telegraph
- Low interest rates could allow ‘unsustainable’ house price growth – Telegraph…huh? has anyone at the RBA heard about this?…
- Offshoring and the geography of British jobs – VoxEU
- UK manufacturing output strengthens in September – BBC
United States
- Robust U.S. jobs report bolsters case for December rate hike – Reuters
- The October Jobs Report in 12 Charts – WSJ
- Economy adds a surprising 271,000 jobs; unemployment rate falls to 5% – LA Times
- New York is investigating Exxon Mobil for allegedly misleading the public about climate change – Washington Post …a company telling fibs to the public? Whooda thought?…
- US Federal Reserve is right to raise interest rates, yet risk remains – Guardian
- Obama rejects Keystone XL pipeline – CBS
- The October Jobs Report Gives Fed Officials a Green Light to Raise Rates – Bloomberg
- Job data rarely work as gauge of economy’s health – Reuters
- One of Yellen’s Most Important Labor Market Measures Now Looks a Lot Better – Bloomberg
- Cracks are showing in the American Dream – Telegraph
- Dollar jumps as blistering US jobs growth puts Fed on course for December rate rise – Telegraph
- There’s only one thing that can stop Janet Yellen from raising interest rates now – Quartz
- How the five most contentious issues in Obama’s big trade deal turned out – Washington Post
- Wealthiest Americans Ominously Remind Nation They Could Easily Drop Another $10 Billion On Election – Zero Hedge
- Consumer Credit Has Biggest Jump In History, Led By Government-Funded Car And Student Loans – Zero Hedge
- The Rigging of the American Market – Economonitor, Robert Reich
Americas
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- Why ‘non-Anglicised Chinese names’ matter in Vancouver’s housing market: No, it’s not about race – SCMP
- Canada’s jobs growth smashes expectations — and it wasn’t all the election – Financial Post
- Canadian banks help Chinese flout their laws to get piece of ‘smurfing’ billions – Financial Post…would Australian banks do this?…
- Brazil private sector banks: Pessimism takes root – Euromoney
- LatAm central banks: Monetary policymakers need fiscal friends – Euromoney
- Brazil: playing with fire – Bruegel
- Look to Mexico for some of the best oil market story lines through 2020 – Platts
Terra Tax Breakus
- Reserve cuts forecast growth, raising prospect of multibillion-dollar budget hit – Fairfax….does that AAA look right to you?…
- Australia ‘could be sued for billions’ by foreign companies under TPP – Fairfax
- Increasing GST to cut income tax would be a zero sum game – The Conversation
- GST compensation trades one inefficiency for another and won’t achieve ‘fairness’ – The Conversation
- Trans-Pacific Partnership critics concerned about environment, IP clauses in trade pact’s fine print – ABC
- The TPP has been released and our concerns have been vindicated – ABC
- Housing sentiment may be turning, says Reserve Bank’s Malcolm Edey – Fairfax
- Bill Shorten considers capital gains and fringe benefits tax in spirit of ‘fairness’ – Guardian
- We need to talk about tax – Fairfax
- ‘Special purpose’ approach by accountants hides corporate secrets – Fairfax, West
- Rich get slugged $380 million on their superannuation contributions – Fairfax
- Emissions hold key to economic and environmental harmony – Fairfax, Gitto
- No knockout in Australia’s $6 bln waterfront brawl – Reuters
- Bill Shorten: Counsel assisting trade union royal commission makes no submission that ALP leader engaged in unlawful conduct – ABC..but is it a good look?…
- Labor to oppose tighter vetting of Asian investment in farms and agribusiness – Fairfax…because all that money is clean and because it contributes to Australian well being?…
- Winning bidder throws auction system into turmoil by refusing to buy in Glen Waverley – News…so close yet so far away…
Commodities
- Gold’s medium-term outlook brightens on China, India – Reuters, Clyde Russell
- World’s Largest Steelmaker Reports Huge Loss, Suspends Dividend, Blames China – Zero Hedge
- Sluggish steel market slows iron ore demand, pricing – Platts
- Mining in space could cost less than a gas plant – Mineweb
- Commodity rout has room to run as fund sees oil, iron at $40 – Mineweb
Capital Markets
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- Bond Traders Start to Buy Into Yellen’s Path on Interest Rates – Bloomberg
- Global buyers snap up Russian corporate debt – Euromoney….there’s 9.5% yield on VTB USD bonds, what’s not to like?….
- Is Pound The Next Shoe To Drop? – Short Side of Long
Global Macro
- Robots may shatter the global economic order within a decade – Telegraph, AEP
- Confronting the Coming Liquidity Crisis – Project-Syndicate
- What To Do About Debt – Project-Syndicate
- Trans-Pacific Partnership: Japan, US will make rules for global economy under deal, Shinzo Abe says – ABC…is this good for Australians?…
- Uncertainty over future interest rates should shape policy today – Economist
- Austerity’s Grim Legacy – NY Times
- On the global ZLB economy – VoxEU
- The End of Chapter 11 Bankruptcy Protection – NY Times
…and furthermore…
- Avoiding Armageddon: Nuke could turn Toutatis to space dust before asteroid potentially makes a fireball of earth, say Chinese scientists – SCMP
- The perils of keeping interest rates so low – Telegraph
- Fossil crisis deepens as Exxon probed on climate cover-up – Telegraph
- The mathematical case for not freaking out about first dates – Quartz
- Driving in old age: Hell’s grannies – Economist… does something need to be done about aged drivers?….
- Goldman Sachs Takes a Stab at Making Banking a Little Less Soul-Crushing – Slate
- Toyota is investing $1 billion into artificial intelligence research – Quartz
- The Flawed “Logic” Of Letting Banks Implode – Capital Spectator
- Krugman, Summers and Secular Stagnation – Economonitor
- Income inequality in pre-industrial Europe – VoxEU
- Epidemic of pain, suicide, and drug overdoses (3 graphs) – RWER
- The Myth of US Democracy – WEA Pedagogy
- Alpha Wounds: Passive Management Is Not Passive – CFA Institute
- The stranger-than-fiction story of how the Fed was created – LA Times
- Stressed, Tired, Rushed: A Portrait of the Modern Family – NY Times
- Interest rates ‘not tool for housing market’ – BBC…now they tell us…
The last word
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- The War Nerd: That Russian airliner… bomb or loose screw? – Gary Brecher (War Nerd) …few truer words written…