Global Macro / Markets / Investing:
- How not to build a macroeconomic model – notesonthenextbust.com
- Krugman: The gridlock economy – NY Times
- Negative yields, the euthanasia of the rentier & political economy – Medium
- Almost 80% of Private Day Traders Lose Money – curiousgnu.com
- The Wretched, Endless Cycle of Bitcoin Hacks – Bloomberg
- The Five Circles Of Bond Market Hell – Forbes
- Dividends Eat Up Bigger Slice of Company Profits – WSJ
- This Is Radical: Three New ETF Ideas That Actually Make Sense – WSJ
- Eight pitfalls to avoid in the helicopter money debate – philosophyofmoney.net
- Oil’s two-pronged price revolution changes everything – VOX
- How weak productivity can neuter monetary policy – FT
- US hedge fund giant warns of ’biggest bond bubble in history’ – The Telegraph
Americas:
- Foundation Ties Bedevil Hillary Clinton’s Presidential Campaign – NY Times
- With a comfortable lead, Clinton begins laying plans for her White House agenda – Washington Post
- It’s hard to imagine a much worse pitch Donald Trump could have made for the black vote – Washington Post
- In Maze of Trump’s Empire, Unknown Ties and $650 Million in Debt – NY Times
- Watching Canada’s Biggest Rock Band Say a Dramatic Goodbye – New Yorker
- Know English? For New York Cabdrivers, That’s No Longer Required – NY Times
- Weaker dollar gives Janet Yellen an opening at Jackson Hole – FT
- Should the Fed raise interest rates? A history lesson suggests the answer is ‘no’ – LA Times
- The Case for Raising the Fed’s Inflation Target – WSJ
- How America accidentally nationalised its mortgage market – The Economist
- Nightmare on Main Street – The Economist
- The Difficult Math of American Health Care – The Atlantic
- The Fed’s Effect on Black Americans – Bloomberg
Europe:
- Eurozone stability still under threat of a ‘bad shock’ – VOX
- Brexit – Britain is paying the price for a badly designed choice – FT
- RBS to start charging large UK companies to hold cash – FT
- Brexit and wage inequality – VOX
- Pro-Brexit Economists Sense Vindication as U.K. Shows Resilience – Bloomberg
- The death of neoliberalism and the crisis in western politics – Guardian, Martin Jacques…about the UK & US mainly but applies across the developed world – classic read…
Asia:
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- India promotes deputy to replace Rajan as head of central bank – FT
- Fu Yuanhui Teaches China to Relax at the Olympics – New Yorker
- BOJ’s Kuroda says won’t rule out deepening negative rate cut-Sankei – Reuters
- India appoints a new central-bank governor – The Economist
- Japanese Banks Plan Blockchain Currency Exchange – Coin Desk
- IMF Wants Japan to Boost Wages Using Nixon Strategy in Reverse – Bloomberg
- China’s Corporate-Debt Challenge – Project Syndicate
Trans-Tasman:
- Immunotherapy is genuinely a game-changer – The Age
- The surprising Australian origin story of the ‘burkini’ – The SMH
- Manus centre has cost $2 billion: report – SBS
- Tony Abbott and political shame on Malaysian Solution – The Saturday Paper
- Same-sex marriage plebiscite: PM’s office denies report vote will be delayed until February – ABC
- Is the new Sydney Metro privatisation of the rail network by stealth? – The SMH
- Fear or greed: what drives the response to Chinese investment in Australia? – The SMH
- Ausgrid: Scott Morrison stands by move to block sale to Chinese, Hong Kong investors – ABC
- Former Queensland youth detention worker ‘took abuse concerns to Government in April’ – ABC
- Australia must join gobal effort to meet climate budget – The Saturday Paper
- Turnbull’s backbench muscles up – The Conversation
- Retirees are gaming the system to qualify for a pension – The SMH
- US hedge funds sue big 4 banks: What it means for shareholders – Fool
- China to use G20 to seek answers from Australia on failed investment bids – Courier Mail
- Govt releases billion-line ‘de-identified’ health dataset – IT News
- Angry white men talk tough but fight with hypocrisy – Canberra Times
- Treasury issued warning on Turnbull’s GST floor plan – Canberra Times
- Labor takes aim at banks and power companies – Canberra Times
- Lib MPs push to double super cap – The Australian
- Labor set to support budget cuts – The Australian
- Don’t let super reform be a revenue grab – The AFR
- CBA warns bank bashing puts ratings at risk – The AFR
- Morrison’s super backdown does not go far enough – The AFR
- Surge of low-skilled migration frustrating natural forces of supply and demand – Interest.co.nz
- Migration finally peaks at just over 69,000 new residents a year – Interest.co.nz
Other:
- The Dark Side of Going for Gold – The Atlantic
- Hosting The Olympics Is A Terrible Investment – FiveThirtyEight