Global Macro / Markets / Investing:
- An econophysics perspective of trade liberalisation – VOX
- How secular stagnation spreads and how it can be cured – VOX
- Fracklog in the Biggest U.S. Oil Field May All But Disappear – Bloomberg
- The Global Economy’s Hesitation Blues – Project Syndicate
- When Did The Bull Market Begin? – Price Action Lab
- Gallo: A Link Between QE and Rising Inequality – Bloomberg
- Hedge Funds Face More Scrutiny as They Expand FX Market Making – Bloomberg
- Blackstone’s assets under management hit record high of $356bn – FT
- Negative Yields Infecting Credit Markets as Investors Capitulate – Bloomberg
Americas:
- Donald Trump doesn’t want to make America great. He wants to make it afraid. – VOX
- Donald Trump’s nomination is the first time American politics has left me truly afraid – VOX
- Donald Trump’s dark speech to the Republican National Convention, annotated – Washington Post
- Surprise! Donald Trump is wrong about immigrants and crime. – Washington Post
- Donald Trump shatters the Reagan consensus – Washington Post
- Low mortgage rates help boost U.S. home resales to 9-year high – Reuters
- McDonald’s Stops Selling Big Mac in Venezuela due to Bread Shortage – Bloomberg
- Brazil arrests ’amateur’ group accused of Olympics terror plot – Reuters
- Why Russia is rejoicing over Trump – Politico
Europe:
- Russia Bombed Base in Syria Used by U.S. – WSJ
- A mechanism proposal for Eurozone sovereign debt restructuring – VOX
- Turkey Seeks to Reassure Investors After Imposing Emergency Rule – Bloomberg
- EU Global Strategy on Foreign and Security Policy – Carnegie Endowment
- Europeans demand 10% price rise on white goods – The Times
- Brexit barometer: economic mood darkens – FT
- City Unites for Bipartisan Brexit – WSJ
- ECB Open to Further Stimulus at September Meeting – WSJ
Asia:
Advertisement
- China Investigating Data Leak and Swindling of H.I.V. Patients – NY Times
- Yen Moves on Kuroda’s Old Words – WSJ
- Kuroda Said in Comments in June No Need for Helicopter Money – Bloomberg
- Modi and his challenges – VOX
- Japan makes the world’s last ever VCR this month – Mail Online
- As GOP trashes China, Beijing warns of potential war with U.S. – USA Today
- Connecting Asia’s startup ecosystem – Tech in Asia
- Chinese Private Equity Funds Are Taking on the World’s Giants – Bloomberg
Trans-Tasman:
- The UK and Australia no longer have dedicated environmental protection ministries – News Vice
- Medibank customer complaints have sky-rocketed since its privatisation – The SMH
- Move for LNP to split between Liberal and National parties next month – The Guardian
- Not a “flop”: Hunt defends Turnbull’s innovation push – Delimiter
- Top Liberal aide takes senior role at ABC to ensure ‘constructive relationships’ – The Guardian
- ‘Slow-moving train wreck’: Australia virtually giving its gas away – ABC
- Bring back debate on race hate laws: Abetz – 9News
- Public holiday penalty rates could be scrapped in New South Wales when they fall on a weekend – Daily Mail
- Support grows for HECS to be collected from the dead and new family income test – The SMH
- Superannuation changes: Turnbull ponders next step amid backbench threats – The Guardian
- Regulator opens up new battleground over Australia’s dirty, dumb grid – Renew Economy
- Co-ops and the new economy – ABC
- Banks in fixed-rate home loan ‘blitz’ – The AFR
- Super raid ‘absolutely right’ – The Australian
- Support for National jumps 10% – Interest.co.nz
- Apartment investors not deterred by RBNZ’s talk of new LVR restrictions – Interest.co.nz
Other:
- Does Elon Musk Understand Urban Geometry? – Human Transit