Global Macro / Markets / Investing:
- 40% Returns? How One High-Risk Hedge Fund Does It – WSJ
- Pimco seeks to draw a line under turmoil – FT
- The Short-Term Impact of Unconditional Cash Transfers to the Poor – Oxford Journals
- The Future of Big Oil? At Shell, It’s Not Oil – Bloomberg
Americas:
- Ted Cruz is betting Trump will lose disastrously in November and he can pick up the pieces – VOX
- Ted Cruz’s Betrayal of Donald Trump Was Brilliant – VOX
- The mystery of the Trump employee behind Melania’s plagiarised speech – The Independent
- Government on Track to Forgive Up to $131,000 Each in Student Debt for Thousands of Doctors – WSJ
- GOP in Chaos Must Decide Whether to Elect Madman – NY Mag
- Donald Trump’s Convention Is a Low-Energy Show So Far – NY Times
- Donald Trump is now at the wheel, and the road ahead looks rocky – Boston Globe
- After Trump Loses, We Can Build a Sane Republican Party – Daily Beast
- The New Middling of the US Labor Market – PIIE
- Hedge Funds Sue Puerto Rico’s Governor, Claiming Money Grab – NY Times
Europe:
- Nigel Farage, Hero of Britain’s Right, Sometimes Feels ‘Left-Wing’ in Cleveland – WSJ
- This Is Europe’s Last Chance to Fix Its Refugee Policy – Foreign Policy
- Leprechaun Economics and Big Pharma – Econospeak
- UK economy tiptoes down predictably gloomy path – BreakingViews
- Chinese are too SCARED to come to Europe: Tourists boycott EU over terror fears – Express
- David Cameron built fewest houses of any Prime Minister since 1923 – The Independent
- Russia Dominates Wheat Market as Soggy Fields Push Out France – Bloomberg
- Brexit: Theresa May says talks won’t start in 2016 – BBC
- ECB faces QE dilemma after Brexit vote – FT
- IMF Called “Clowns” After Admitting They Fabricated Brexit Doom And Gloom – Zero Hedge
- Germany’s Weakest Note Auction Since 2011 Signals Fading Demand – Bloomberg
Asia:
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- What’s Behind China’s Sudden Box-Office Slump? – The Hollywood Reporter
- Hong Kong: One country, two economies – FT
- ’Patriotic’ Chinese company demands that employees throw away their iPhones – ShanghaiList
- Report: More Than 100 Chinese Muslims Have Joined the Islamic State – Foreign Policy
- China’s WeChat Way of Life – The Information
- Japanese government considering 20 trillion yen stimulus package – ForexLive
- The Incredible Story of Developing Country Income Growth: Was it Just China? – CEPR.net
Trans-Tasman:
- Five reasons Gen Y is worse-off financially – ABC
- Industry super funds outperform retail again – ABC
- Brexit to have ‘very limited’ short-term impact in Australia: report – ABC
- Uber drivers busted for breaching transport rules in SA – ABC
- Government needs to heed message from ‘disillusioned’ voters: Bowen – ABC
- Government needs to ‘unravel’ rebate freeze, AMA president says – ABC
- AMA president would be ‘gobsmacked’ if Coalition sticks with Medicare rebate freeze – The Guardian
- Over 65s out-drink youth daily, NSW Chief Health Officer’s alcohol report shows – The Age
- Peter Martin: The Bureau of Statistics endangers the census by asking for names – The SMH
- Police chief says too many young criminals ‘find it easier to steal than work’ – The Age
- Most voters support Indigenous treaty and constitutional recognition: survey – The Guardian
- Australia refuses visa to Indian PhD student over bizarre WMD fears – The Age
- An idea whose time has come? Liberal MP proposes 2019 referendum to set fixed four-year terms – The SMH
- Targeted Muslim immigration ban could boost national security, George Christensen says – ABC
- Housing affordability, inequality, and our flatlining household incomes – The Guardian
- China’s love affair witth Aussie property – SBS
- Australia’s agriculture exports losing market share – ABC
- RBNZ says further OCR cuts likely – Interest.co.nz
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Net migration hits a record high of 69,090 a year – Interest.co.nz
Other: