Global Macro / Markets / Investing:
- This is a global stock market rout worth celebrating – The Telegraph
- Negative Interest Rate Policies May Be Part of the Problem – PIMCO
- The world can’t afford another financial crash – it could destroy capitalism as we know it – The Telegraph
- Some Hedge Funds Want to Make Subprime Auto Loans Next Big Short – Bloomberg
- What Investors Should Be Thinking Right Now – The Reformed Broker
- Stock Rout Deepens, Bonds Surge as Faith in Central Banks Fails – Bloomberg
- The Crowded Trade in Bank Stocks Among Oil-Rich Sovereign Funds – Bloomberg
- Negative rates haunt global bank stocks – FT
- This isn’t 2008, but it isn’t great either – The Economist
- The simple rule at the heart of finance is being broken – Quartz
- Foreign exchange, the world’s biggest market, is shrinking – Reuters
- Immigration and economic growth in the OECD countries 1986–2006 – oxfordjournals.org
- Are You Ready for Oil Prices in the Teens? – Bloomberg
Americas:
- America is burning but Michael Bloomberg can put out the fire – FT
- Is the US economy running out of gas? – CNBC
- This Is Why the Fed Is Paying Interest to Big Banks – Bloomberg
- Is Treasury Market Liquidity Becoming More Concentrated? – NY Fed
- Is U.S. ‘presidentialist’ democracy failing? – Washington Post
- BNP Paribas to curb lending to US energy sector – FT
Europe:
- Riksbank cuts rates deeper into negative territory – FT
- Is the sovereign debt crisis coming back to haunt Europe? – The Telegraph
- Deutsche Bank CoCo Holders See What Regulators Mean by Risk – Bloomberg
- Europeans stack up $1.1 trillion in cash as economic worries grow – Reuters
- EU’s Moscovici Says European Banks, Economy Are `Solid’ – Bloomberg
- Europe’s seismic markets in charts – FT
Asia:
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- Bass Says China Bank Losses May Top 400% of Subprime Crisis – Bloomberg
- China’s Coming Devaluation: Another Consequence of the Fed’s Mistake of 2015 – Macro and Other Market Musings
- Thumb-sized monkeys have become all the rage among China’s wealthy – shanghaiist.com
- Dissenter Who Saw BOJ 2000 Misstep Warns Fed Not to Raise Rates – Bloomberg
Trans-Tasman:
- Public sector super funds smash the opposition for returns – Canberra Times
- Bracket creep will harvest so much extra tax from workers that it will start to drag down economic growth – Canberra Times
- Morrison’s tax change: From the poor to the rich – Canberra Times
- Work for the dole barely works: review – Canberra Times
- Why tinned tomatoes will cost more – Canberra Times
- Jobs growth less robust than stats say – Canberra Times
- Punt Road widening a vexed question – The Age
- ‘Big-bang’ tax reform gone – The Australian
- Minor gains from tax plan: Treasury – The Australian
- How Turnbull gave up on a GST increase – The AFR
- Tax switch would not generate growth, Treasury says – The AFR
- Income tax cuts still needed – The AFR
- Wealthy tax avoidance under attack – The AFR
- RBA boss faces grilling – The Australian
- Super slide is poor future policy – The Australian
- What is going on inside billionaire Harry Triguboff’s Meriton empire? – The AFR
- Caution should rule in super tax changes – Business Spectator
- Treasury considered private investors to help fund NDIS: documents – ABC News
- Treasury modelling shows economy will slow without tax reform – ABC News
- Auckland’s median house price down $50,000 in January – REINZ – Interest.co.nz
- Capital gains from housing decline while rental incomes flat – Interest.co.nz
Other: