Global Macro / Markets / Investing:
- Gundlach Says ’Frightening’ Seeing Financial Stocks Below Crisis – Bloomberg
- “It’s the stocks, not the shocks” – FT
- Grantham: The Real American Exceptionalism; 2015 and 2016, U.S. Equity Bubble Update, and Yet More on Oil – GMO
- A Hedge Fund’s Bosses Are Fighting Over Something – Bloomberg
- Schism at the Top of World’s Largest Hedge Fund – WSJ
- Low Gas Prices Have Politicians Pumped to Raise Taxes – WSJ
- You can’t have your helicopter money cake and eat high interest rates, Adair – longandvariable
- Lending to emerging markets comes to halt – FT
- Crisis Chronicles: The Long Depression and the Panic of 1873 – NY Fed
- Exploring Markets: 5 Things To Know About Stock Market Crashes and What They Mean – exploringmarkets.com
- Toxic Loans Around the World Weigh on Global Growth – NY Times
- How Much Global Oil Output Halted Due to Low Prices? Just 0.1% – Bloomberg
Americas:
- The tightening job market is finally delivering some wage gains. Let it happen! – Washington Post
- Jeb Bush fighting for survival in New Hampshire, symbol of the GOP establishment’s weakness – Boston Globe
- Hillary Is the Candidate of the War Machine – Huffington Post
- Job Market Leaves Fed in Limbo – WSJ
- Conflicting Economic Indicators Challenge Fed’s Policy Makers – NY Times
- What jobs? BLS says 665,000 job losses (NSA) – Washington Examiner
- The President will release his final Budget on Tuesday. Here’s a sneak preview – Whitehouse.gov
- American productivity growth during the Great Depression – VOX
Europe:
- What Is Happening To European Banks? – Forbes
- Job characteristics and offshoring: Evidence from Germany – VOX
- Germany’s Bonds Seen Running Out of Reasons to Rally Next Week – Bloomberg
- German Factory Orders Fall as Export Slowdown Cools Confidence – Bloomberg
- From Berlin to Basel: what can 1930s Germany teach us about banking regulation? – Banking Underground
- After 17 Years, ECB Reveals $547 Billion in Central-Bank Assets – Bloomberg
- The European Bank Selloff is Raising Some Worries About Credit Risks – WSJ
- EU plans to send more border guards to Macedonia-Greece border – FT
- Europe’s Economic Outlook Darkens, Sends Shudder Through Markets – Bloomberg
Asia:
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- Japan’s Wrong Way Out – Project Syndicate
- PBOC to Explore Rate Corridor in Step Toward Liberalization – Bloomberg
- China’s growth prospects – VOX
- China Foreign Reserves Head for Record Drop on Yuan Defense – Bloomberg
- The cost of China’s capital outflows – Breaking Views
Trans-Tasman:
- What Chinese buyers want here – Domainfax… The wholesale selling-off of Australia. Warrick McGibbon would be pleased.
- Where will Chinese property buyers go this Chinese New Year? – Domainfax… Another spruik piece. No mention that non-resident sales of established dwellings are ILLEGAL!
- PM pours cold water on GST rise – Canberra Times
- Turnbull warning over GST rise – The Australian
- GST rise? PM couldn’t be clearer – The Australian
- Why PM killed white paper and probably the GST – Canberra Times
- Turnbull gives shape to taxation reform debate – The Australian
- PM considers radical super change – Canberra Times
- Work flexibility still falls short of needs – Canberra Times
- A radical new model for democracy – Canberra Times
- Marginal seat voters back Gonski 2-1: Poll – Canberra Times
- Less regulation, but get it right to avoid financial crisis – Canberra Times
- Peter Martin: RBA dons rose-tinted glasses – Canberra Times
- The transition to retirement strategy has become a way for the well-off to avoid tax – Canberra Times
- NIMBYs attack railway level-crossing fix – The Age
- PM’s hollow snap-election threat – The Age
- Taxpayers over-claim $3.5b of expenses – The AFR
- GST reform is needed to avoid US-style health system, Weatherill says – ABC News
- WA’s top end endures more house pricing pain; turnover slows statewide – ABC News
- Labor left pushes for land tax – The SMH
Other:
- Economists Against the Draft – NY Times
- Should employers pay their employees better? – arxiv.org
- If you thought solar was going to hurt utilities, get a load of solar+storage – VOX
- Islamic State is no longer so formidable on the battlefield – Washington Post
- Deal Shows Investors Are Willing to Make a Blind Bet on Uber – NY Times