Global Macro / Markets / Investing:
- Long Bonds Waver in Volatile Trading – WSJ
- Estimating currency misalignment using the Penn effect – VOX
- Global Economic Inequality – Our World in Data
- Value investing is quite possibly the worst idea…EVER – Alpha Architect
Americas:
- Time to Face It: Trump Really Could Win This – Politico
- My gut worry about the polling shift toward Donald Trump – Business Insider
- Hard Truths for Trump’s America – WSJ
- Even Trump’s charity is a scam – Washington Post
- Americans’ Trust in Mass Media Sinks to New Low – Gallup
- ’Edward Snowden did this country a great service. Let him come home’ – The Guardian
- Latest Estimate Pegs Cost of Wars at Nearly $5 Trillion – The Intercept
- Greater Share of U.S. Workers Testing Positive for Illicit Drugs – WSJ
- Can U.S. Cities Compensate for Curbing Sprawl by Growing Denser? – Build Zoom
- Ford ignores Trump’s criticism, confirms plans to expand production in Mexico – Washington Post
- Venezuela’s “Death Spiral” – A Dozen Eggs Cost $150 As Hyperinflation Horrors Hit Socialist Utopia – Zero Hedge
- Brazil’s Lula and wife charged with corruption – Reuters
- Mexico builds its own wall against migrants – FT
Europe:
- The left is playing a dangerous game in ignoring the evidence over immigration – The Independent
- Hinkley Point: UK approves nuclear plant deal – BBC
- Brussels wants EU ‘defence bonds’ – FT
- In Russia, Patriotism Now Comes in a Wine Glass – WSJ
- As Russia reasserts itself, U.S. intelligence agencies focus anew on the Kremlin – Washington Post
- Moving City jobs abroad after Brexit vote will be ’multi-year process’ – The Guardian
- Peace and prosperity in Ireland are threatened by Brexit – FT
Asia:
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- SCMP reporter among five Hong Kong journalists detained, questioned by Chinese police in Wukan crackdown – SCMP
- China’s housing market is going nuts again – Business Insider
- Fatal Tesla Crash in China Involved Autopilot, Government TV Says – NY Times
- Nomura On China “A Rising Default Rate Is Inevitable” – Value Walk
- Japan opens door to temporary foreign workers – FT
- BOJ to make negative rates centerpiece of future easing: sources – Reuters
Trans-Tasman:
- Australia didn’t have a ‘great recession’? Tell that to young people – The Guardian
- The Daily Tele Wants To Warn You About A “New Breed” Of Gen Y Ultra-Bludger – The Telegraph
- Pauline Hanson making ‘discrimination, racism mainstream’: Islamic Council of Queensland – ABC
- Katter pushes to split Queensland into two states – ABC
- Extremist Leader Of Radical Group Attacks Australian Values – SBS
- Revealed: the extraordinary cost of keeping asylum seekers in detention – The SMH
- Dutton leaves door open to resettle Nauru refugees in NZ – ABC
- Switching banks: nearly half of all Australians would consider move over climate change – The Guardian
- Media owners steer government away from reform in the public interest – The Conversation
- Private operators sought to redevelop, run five regional NSW public hospitals – ABC
- $40 cigarettes after laws pass parliament – SBS
- Turnbull approaches the post-Abbott era – The Monthly
- Australia Courts the U.S. and Canada After Rejecting Chinese Bids for Ausgrid – Fortune
- Hanson is as Hanson does – The Monthly
- The government’s actually starting to work – The AFR
- Wealthy the winners in super deal – The AFR
- Gotti: At last, super common sense – The Australian
- Winners and losers from the government’s compromise on superannuation – The Conversation
- BCA to parliament: don’t compromise on tax cuts – The AFR
- NZ GDP strong – Interest.co.nz
Other:
- The Netflix Backlash: Why Hollywood Fears a Content Monopoly – The Hollywood Reporter