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Spring, James Gleeson, 1956 National Gallery of Victoria
China
- Who is Most Dependent on China?– Bloomberg
- China capacity cutting efforts still lagging by end-July: media– Reuters
- China’s state planner calls for central bank interest rate cuts at ‘appropriate time’– SCMP
- U-turn by top Chinese planner gives glimpse into dispute on policy direction– SCMP
- What is crippling China’s once powerful export machine?– SCMP
- Chinese firms hoarding billions in cash they’re too afraid to invest as economy slows, say analysts– SCMP
- China’s ‘revolving door’: finance officials jump ship for top jobs in the private sector– SCMP
- Chinese Growth Staying Close to Target, Despite Bleak Global Prospects– Economonitor
- Monetary easing row reveals divisions within Beijing– Nikkei Asian Review
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Asia
- Japan’s New Stimulus Is Just the Same Old Thing– Bloomberg
- Taiwan to propose economic measures to kindle fragile growth– SCMP
- Cost of Modi Tax Win Has Yet to Be Paid as Inflation Risk Looms– Bloomberg
- Joy for manufacturers, retailers as India moves closer to unified tax– Nikkei Asian Review
- BOJ’s massive easing nears turning point– Nikkei Asian Review
- Russia’s problems are crushing its neighbours as remitances tumble– BNE Intellinews
- Indonesia GDP up 5.18%, raising recovery hopes – Nikkei Asian Review
Europe
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- The Greek crisis: An autopsy – VoxEU
- The Europe of Peoples Destroys Itself– Economonitor
- Bank of Russia: 25 years of Regulating Currency and Bank Crises– Economonitor
- IMF-Sized Hole Too Big for Ukraine’s Central Bank to Fill – Bloomberg
- Crowding Out the Locals: Are Weekend Trips Ruining Europe’s Cities? – Der Spiegel…good question to ask…
- Baltics fret on Nordic bank reliance – FT.com
- West backs terrorists and plotters, says Erdogan – EU Observer…I think NATO has a major problem…
United Kingdom
- The Bank of England acts—but will it be enough? – Prospect, Magnus
- Carney boosts stimulus to ‘cushion’ Brexit impact, Bank of England cuts rate to lowest in history– Financial Post
- Bank of England cuts key interest rate but rules out going negative– Washington Post
- Carney rips his shirt off– BBC
- Osborne makes good point on economy – first thing he’s got right this year– Guardian
- This is the Bank of England’s all-action response to Brexit– Guardian
- Bank of England Delivers. What’s Next?– Bloomberg
- Bank of England cuts rates for first time since 2009, restarts bond purchases– SCMP
- How the BOE’s New Facility Is Basically a Helping Hand for Banks – WSJ
- The UK’s new trade priorities – VoxEU
- UK interest rate cut is a ‘hammer blow’ for workplace pensions– Guardian
- Why has Britain stopped striking? Workers no longer feel empowered to act– Guardian
- Britain faces a nasty shock when the global energy cycle turns – Telegraph, AEP
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United States
- Payrolls Surge as U.S. Hiring Gains Broad-Based for Second Month – Bloomberg
- What Brexit can teach America – FT.com, Gillian Tett…good read – the electorate is not afraid of a leap into the unknown…
- The U.S. Can and Should Boost Growth– Bloomberg, Kocherlakota
- New U.S. mortgage rules aim to stop wrongful foreclosures– Reuters
- Tax-Avoiding Mergers Find Champion in U.S. Chamber of Commerce– NY Times
- The Case for More Government and Higher Taxes– NY Times
- Most Americans would eliminate 1,000 foreign jobs to protect one U.S. worker– Washington Post
- There’s Something New in Businesses’ Stagnant Inventories – Bloomberg
- US economy: Decline of the start-up nation – FT.com
- America desperately needs to redefine ‘college and career ready’ – Market watch
- `Helicopter Money’ Is Coming to the U.S. – Bloomberg, Shiller…and will the RBA still be offering a 150bp when it does?…
- The Fed Is Losing Control of Monetary Conditions
Americas
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- A Day in the Life of Brazil’s Insane Bureaucracy – The Atlantic
- Brazil’s politics, economy are huge messes as Olympics begin– CNBC
- ‘Nightmare’ Vancouver housing tax threatens foreign tech talent– Vancouver Sun
- The New and Improved Argentina Is Still a Tricky Place to Invest – Bloomberg
- Through the Venezuelan Looking Glass – Project-Syndicate, Hausmann
Terra Specufestorus
- Big banks do the RBA a favour, even if it doesn’t realise it– ABC, Janda
- Interest rates: ANZ CEO Shayne Elliott defends decision not to pass on full rate cut– ABC
- Nick Xenophon says PM must listen to voter disquiet over globalisation– Guardian
- Whistleblower says parliamentary committee on banking ‘just for show’– Guardian
- Interest rates: Reserve Bank confirms housing slowdown a key factor in cut– ABC
- David Jones head office to move to Melbourne as Woolworths Holdings announces HQ shift south– ABC
- Foreign currency dealings in spotlight as Government scrutinises bank charges with customers– ABC
- It’s a new Lowe as the RBA enters the monetary policy twilight zone– ABC, Verrender
- Despite low wage growth we’ve never had it so good with the cost of living. It’s a wacky state of affairs– Guardian,
- Mining town Coober Pedy shows the rest of Australia how to turn to renewables– Guardian
- Australia’s tiny miners rise from the ashes of the bust– Reuters
- Australia-Indonesia FTA to go boldly where no agreement has gone before– Fairfax
- Australia’s central bank says more rate cuts likely– Market Watch
- The disconnect between growth and inflation – Callam Pickering
- Tourism goes from strength to strength – Callam Pickering
- Rate cut on cards as Reserve Bank highlights Australia’s part-time problem – Guardian
- Australia’s China policy adrift – Japan times, Clark…interesting read…
- Australian Power Revolution Swaps Grids for Home Batteries – Bloomberg
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Commodities
- How the Hunt Brothers Cornered the Silver Market and Then Lost it All – Priceonomics
- Aluminum Is a Poor Man’s Steel When It Comes to Fighting China – Bloomberg
- Oil’s journey past US$100 was driven by ‘abnormal’ conditions, says new OPEC Secretary-General– Financial Post
- The End Of A Trend: Oil Prices And Economic Growth– Platts
- Why The Bear Market Could Be Over In A Flash– Platts
- The futures, the physical, and the steel and iron ore prices– Platts
- Diamond prices tumble 10% in a year on weak demand– Nikkei Asian Review
- Gold rally’s Achilles heel may be soft China, India demand– Reuters, Clyde Russell
- Why is oil market rebalancing taking so long?– Reuters, John Kemp
- Is Saudi Arabia back in the oil market share game?– Reuters, Clyde Russell
- Goldman Warns ‘Supply Storm’ to Engulf Global Copper Market– Bloomberg
- Russneft bids for Russian government stake in Bashneft – two sources– Reuters
- China says it ‘regrets’ EU duties on Chinese cold-rolled steel– Reuters
- Commodity rebound boosts Indonesian miners– Nikkei Asian Review
- Why a brewing global economic storm is turning gold into the perfect trade– Market Watch
- Commodities attract biggest bets since 2009 – FT.com
- Growing nitrogen glut will force plant closures, fertilizer company warn – Agrimoney
- Pulse prices fade, as ramped-up Russian output comes to market – Agrimoney
- Bankrupt coal miner Peabody proposes $11.9 million in executive bonuses – Reuters…bonus for bankruptcy…
Capital Markets
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- Venture Capital: Driving Economic Growth– Economonitor
- Buy Poor Quality Businesses To Profit From Fiscal QE?– Value Walk
- Insider Trading Isn’t What You See in the Movies– Bloomberg
- China’s Ugly Duckling Industry Bonds Turn Into Swans on Support– Bloomberg
- Why Is High-Yield Energy Debt Decoupling From Oil?– Platts
- Analysts Think the Plunge in Sterling is Only Just Beginning – WSJ
- High-yield bond funds suffer first redemptions since June – FT.com
- The World of ETFs – Money & Banking
- New Regulations Force Prime Brokers And Funds To Work Together – Value Walk
Global Macro
- Why Don’t We Trust Our Leaders? – Project-Syndicate…because we think they are sociopathic bullshitters who don’t trust us enough to level with us?…
- Bank leverage and monetary policy’s risk-taking channel – VoxEU
- Brexit and its potential impact on international data transfers – VoxEU
- Student loans and college quality: Effects on borrowers and the economy – VoxEU
- We are all Keynesians now, so let’s get fiscal– Telegraph, AEP
- A new phenomenon is filling the vacuum left by the fading influence of central banks– SCMP
- Debt monster gaining weight– NZ Herald
- Bank of England shuts the door on a Fed rate hike this year– CNBC
- Protectionism Will Not Relieve The Plight Of The Working Class– Value Walk
- Why Voters Don’t Buy It When Economists Say Global Trade Is Good– NY Times
- The First, Forgotten Conspiracy Theory About the Unemployment Rate – WSJ
- Great Graphic: The Decline in Durable Goods Prices – Marc to Market
- Gorilla or Elephant, Chinese Surplus Capacity is the Challenge – Marc to Market
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…and furthermore…
- My spotless mind: Imagine purging life’s disturbing events. If you could alter or mute your worst memories would you still remain yourself? – Aeon
- The Olympics Haven’t Always Been an Economic Disaster – The Atlantic
- Robert Mabro, Oil Guru Who Brokered OPEC Peace Deal, Dies at 81 – Bloomberg
- This breakthrough in ‘blue energy’ could change the world – Market Watch
- The Case Against Everyone’s Favorite Tax Break: The Mortgage Interest Deduction – Priceonomics
- Which Countries Have the Most Immigrants? – Priceonomics….about 2 weeks old but well worth a look (note Australia)…
- China’s Straddling Bus, on a Test Run, Floats Above the Streets– NY Times
- Has Wall Street Been Tamed?– NY Times
- Colombia’s New, Legal Drug Barons Focus on Medical Marijuana– NY Times
- How a Goldman Sachs executive allegedly stole government data to woo clients– Washington Post
- The ‘Forbidden Research’ That Tantalizes Some Scientists– Bloomberg
- Marriage changes how men drink in weird ways– Washington Post
- Tools of Modern Terror: How the AK-47 and AR-15 Evolved Into Rifles of Choice for Mass Killers – NY Times
- Some women may reject top jobs – but many men don’t want them either – Guardian…very very true – the behaviours and attitudes at the ‘top’ of nearly all organisations can be pretty disturbing…