Global Macro / Markets / Investing:
- A hedge fund has laid out why it is closing — and it is enough to set alarm bells ringing everywhere – Business Insider
- Toxic Loans Around the World Weigh on Global Growth – NY Times
- If There Is a Recession in 2016, This Is How It Will Happen – NY Times
- High-frequency trader warns of potential market ‘catastrophe’ – FT
- Why it would be wise to prepare for the next recession – FT
- Oil bears closing of $600 million triple-short fund bet seen adding to tumult – Reuters
- Credit Suisse Plunges as Investment Bank Slump Deepens Losses – Bloomberg
- Finding Yield In A Low Yield World – mebfaber.com
- Goldman Sachs With Pimco Warn Bond Gains Will Turn Into Losses – Bloomberg
- Here’s What Oil and Gas’s Ugly 2015 Did to Business Investment – WSJ
Americas:
- ’Googlenomics’ predicts sharp rise in US unemployment – marketmonetarist.com
- Recession Fears Stoked as Higher U.S. Labor Costs Crimp Profits – Bloomberg
- Why Mike Bloomberg Can Win – WSJ
- The messy aftermath of the Fed’s mistake on the interest rate – FT
- Rubio’s Call for No Capital Gains Tax Is a Break With the G.O.P. – NY Times
- Fed official backs tougher bank stress tests – Reuters
- The Great GOP Realignment – Bloomberg
- It could be too late to avoid catastrophe in Venezuela – FT
Europe:
- UK humanitarian relief delivered to Greece – www.gov.uk
- David Cameron’s Remarkable EU Deal – WSJ
- Brexit could slash sterling by 20%, warns Goldman Sachs – The Guardian
- Will our children really not know economic growth? – prospectmagazine.co.uk
- German Cabinet Approves Measures Tightening Asylum Rules – NT Times
Asia:
Advertisement
- Xi Jinping Assuming New Status as China’s ‘Core’ Leader – NY Times
- China’s growth prospects – VOX
- Jose Canseco goes off on the Bank of Japan, calls JGBs ’Willy Wonka bonds’ – Business Insider
- BOJ board among those surprised by negative interest rate plan – Yahoo
- Russia Says Turkey May Be Planning Syria `Invasion’ – Bloomberg
Trans-Tasman:
- Navy splash cash to keep submarines afloat – Canberra Times
- Liberal MP floats radical tax plan – Canberra Times
- CSIRO cuts are a bad joke – Canberra Times
- PM’s 7-Eleven stake under scrutiny – Canberra Times
- GST hike is a solution in search of a problem – Canberra Times
- Public-private school exodus stops – Canberra Times
- Robb signs TPP, sets sights on another deal – Canberra Times
- Has Adani pushed pause? – Canberra Times
- CommBank staff in alleged $76m fraud – The Age
- Sydney is an ‘international joke’ – The Age
- Push to end super rate rises – The Australian
- Keating: budget can lose $90bn – The Australian
- Caution threatened on negative gearing – The Australian
- Don’t touch negative gearing, MPs warned – The AFR
- Turnbull reins in tax-reform nag – The AFR
- Economists can’t agree on Trans-Pacific Partnership trade benefits – The AFR
- GST debate: political impact of raising the GST divides Government – ABC News
- Cost of living worse for low-income households than a decade ago: welfare group – ABC News
- Can a poker machine manufacturer use the TPP to challenge changes to gambling laws? – ABC News
- Adani denies Carmichael mine on hold until coal price rises – ABC News
- RBNZ reiterates its opposition to deposit insurance – Interest.co.nz
- Yields show prices outpacing rents in Auckland but danger bells ringing in Christchurch – Interest.co.nz