Global Macro / Markets / Investing:
- Goldman Sachs Says It May Be Forced to Fundamentally Question How Capitalism Is Working – Bloomberg
- Even God Would Get Fired as an Active Investor – alphaarchitect.com
- Tough Start for Markets Catches Hedge Funds Off Guard – WSJ
- Risk of US recession back on the agenda for markets – FT
- When Diversification Works – A Wealth of Common Sense
- Economists say houses are a bad investment. Here’s why they’re wrong – VOX
- Tumbling Oil Prices Are Wiping Out Saudi Arabia’s Progress on Austerity – WSJ
- Time to put 30% of your assets in cash: El-Erian – CNN Money
- Bond Market Is Closer to No Fed Rate Increases Than One for 2016 – Bloomberg
- Oil Prices Could Jump 50% by the End of 2016 – Bloomberg
Americas:
- Jeb Bush, an Also-Ran in Iowa, May Be Pivotal in New Hampshire – NY Times
- The Unemployment System Isn’t Ready For The Next Recession – fivethirtyeight.com
- Dudley flags tight conditions ahead of Fed meeting – FT
- The Fed Wants to Test How Banks Would Handle Negative Rates – Bloomberg
- Food Stamps Still Feed One in Seven Americans Despite Recovery – Bloomberg
- Biggest part of economy growing at slowest pace in two years, ISM finds – MarketWatch
- American Students Know Almost Nothing About Their College Loans – Bloomberg
Europe:
- Putin Prepares to Court Foreign Investors Wary of Past Stumbles – Bloomberg
- Did jailed Libor fixer Tom Hayes really conspire with himself? – standard.co.uk
- If No BOE Rate Hike Until 2018 Sounds Crazy, What About a Cut? – Bloomberg
- EU to end digital currency anonymity – euobserver.com
Asia:
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- China Said to Plan Looser Limits on Foreign Fund Outflows – Bloomberg
- ‘No limit’ to Japan easing, says Kuroda – FT
- Japanese banks don’t like something – FT
- China Sets 6.5% to 7% Growth Target, First Range Since 1990s – Bloomberg
- China’s 1.4 Billion Mouths Behind ChemChina’s Syngenta Pursuit – Bloomberg
- How sophisticated are China’s decision makers? – Interest.co.nz
Trans-Tasman:
- ‘The end of TAFE as we know it’ – Canberra Times
- ‘Toxic politics since 2001’: Plibersek – Canberra Times
- PM, Morrison face backbench revolt – Canberra Times
- With GST out of the way, the government could fix what’s broken – Canberra Times
- Australians quadrupled use of codeine, morphine – Canberra Times
- Fix the tax system by broadening it – Canberra Times
- Fiscal deficit much worse than expected – Canberra Times
- Rents are going down, down, down – Canberra Times
- Widen Punt Road or ‘face gridlock’ – The Age
- Turnbull faces backbench revolt over GST – The AFR
- No pot of gold in taxing super – The AFR
- A GST hike will be riskier now – The Australian
- Super plan could hit 9.5m savers – The Australian
- Andrew Robb to sign TPP deal – The Australian
- Wave of student-only skyscrapers to hit Melbourne – Domainfax
- Unease on Government backbench over potential GST increase – ABC News
- A derivative dilemma for the banks – Business Spectator
- Markets push back NZ OCR cut expectations – Interest.co.nz
- Key downplays dairy price slump – Interest.co.nz
Other:
- Don’t Mess With Musk – Tech Crunch