Wire, Noel Counihan, 1966, National Gallery of Victoria
China
- Booming Property Market Undercuts Attempts to Revitalize Industry – Caixin…could anyone in Australia get this idea?…
- China’s Most Misleading Indicator – Bloomberg
- China may be stockpiling more oil than anyone realized – Washington Post
- As China ages, will its economy shrink? – SCMP
- ‘Hard landing’ fears over … but just when will China’s property bubble burst? – SCMP
- ‘This is just the start’: China’s passion for foreign property – Guardian…worth reading…
- Keynes and Hayek in China’s Property Markets – Project-Syndicate
- Why a banking crisis in China seems unavoidable – VoxEU
- Spent-Fuel Issues Cloud China’s Nuclear Push – Caixin
- Commentary in China’s mouthpiece media seeks to calm property speculation, draws online derision instead – SCMP
- SDR Entry Marks Beginning, Not End, of China’s Arrival on World Financial Platform – Caixin
- China’s Renminbi Is about to Break the Financial Glass Ceiling – Peterson Institute
- CHINA’S REAL REASON FOR GETTING THE YUAN INTO THE IMF’S (OTHERWISE POINTLESS) CURRENCY BASKET – SCMP
Asia
- India-Pakistan Conflict Update: Border Villages Evacuated By India As Tensions Escalate – IB Times….keep an eye on this…
- Asian companies set to return to growth in the next decade? – ValueWalk
- Japan inflation, consumption fall again, keeping BOJ under pressure – CNBC
- Saudi Arabia’s Shock Therapy – Project-Syndicate
- Japan’s Impending Monetary Exhaustion – Economonitor
- BOJ prepares for long-term fight to achieve 2% inflation goal – Nikkei Asian Review
- Financial woes drive Riyadh’s change of heart on OPEC cut – Nikkei Asian Review
- WHAT A MINISTER’S RELUCTANCE TO BE PM REVEALS ABOUT RACE IN SINGAPORE – SCMP
- In much of Asian industry, the state still reigns supreme – Nikkei Asian Review
- Indonesian authorities are threatening to hit Google with a $400 million tax bill – Quartz
- China outlook clouds emerging Asia’s recovery – Nikkei Asian Review
Europe
Advertisement
- Inside Italy’s circle of NPL hell – Euromoney
- Bank capital: Italy worries mask wider malaise in Europe – Euromoney
- Angela Merkel has bungled the Deutsche Bank crisis, like everything else – Market Watch
- Russia’s first 4 years in WTO has been a litany of disputes. What next? – BNE Intellinews
- Unveiling the KGB school of economic management – BNE Intellinews
- Commerzbank plans to cut 9,600 jobs – BBC
- Russian Economy Takes Hit From Putin’s Grip – Bloomberg, Bershidsky
- What Deutsche Bank Is Telling Investors in Europe – Bloomberg, El-Erian
- Stop Brexit and save the EU – Guardian, Kaletsky
- Will The ECB Buy Stocks? – Zero Hedge
- Apple, Brussels, and Ireland’s Bruised Sovereignty – Project-Syndicate
- Deutsche Bank bailout would be political suicide for Merkel, analysts warn – CNBC
- Deutsche Bank: From bombs and bravado to risks of a bailout – BBC
- Euro zone inflation rises to 0.4% in September – RTE
- IMF queries lawyers and bankers on hundreds of IFSC boards – Irish Times
- Deutsche Bank crisis threatens meltdown beyond German borders – Irish Times
- Deutsche Bank shares tank as concern grows over stability – AP
- Growth in peril as east Europeans “sweat blood” to find workers – Reuters
United Kingdom
- London mayor launches unprecedented inquiry into foreign property ownership – Guardian
- Reality Check: Does the UK sell boomerangs to Australia? – BBC…50 thousand a year?…
- Born in early 80s? Then you’re half as wealthy as 1970s’ children, says IFS – Guardian
- Globalisation, adjustment and Whitehall’s game of pass-the-parcel – Prospect
- There’s more to the City than “passporting” – Prospect, Magnus
- A plan to save London from Brexit: special London-only work permits for Europeans – Quartz
- U.K. House-Price Growth Cools Amid ‘Subdued’ New Buyer Demand – Bloomberg
United States
- America’s Monopoly Problem – Atlantic
- Elizabeth Warren Says Barack Obama Must Veto Budget If It Includes Anti-Transparency ‘Dark Money’ Provision – IB Times
- Beating America’s Health-Care Monopolists – Project-Syndicate
- Americans Actually Don’t Hate Trade – Bloomberg
- The New Face of Immigration Is Changing the Housing Market – Bloomberg
- Wells Fargo’s Reaction to Scandal Fails to Satisfy Angry Lawmakers – NY Times
- 71 percent of Americans aren’t saving enough for retirement – Washington Post
- The decline of the middle class is causing even more economic damage than we realized – Washington Post, Summers
- Consumers Are Feeling Better About The Economy Than Polls Suggest – FiveThirtyEight
- ‘Housing party’ in the U.S. may be coming to an end – Market Watch
- The Real Reason So Many Americans Oppose Immigration – Bloomberg
- Assessing Trade Agendas in the US Presidential Campaign – Peterson Institute
- Are teacher pensions really that high? Pension puzzles part I – Brookings
- How Democrats Stopped Worrying and Learned to Love Big Donor Money – NY Times
- In Wells Fargo Case, News Really Did Happen To An Editor – ProPublica
- Vegas casino’s attempt to collect a debt exposes world of Chinese high-rollers – Reuters
Advertisement
Americas
- Vancouver tops list of ‘bubble’ cities on global real estate risk ranking – Financial Post
- Oilpatch to proceed with caution despite OPEC production deal, not expecting ‘sea change in prices’ – Financial Post
- Trudeau set to tap Canada’s budget reserves amid dismal growth – Financial Post
- Panama Papers dents new Panama incorporations, seen down 20% – Business Times
- Vancouver proposes licensed short-term Airbnb stays to increase rental supply – Vancouver Sun
- Foreign-buyers tax too little, too late, Vancouver mayor says – Globe and Mail
Terra Incognita
- Scott Morrison’s blunt warning: embrace immigration and trade, or face ‘great danger’ – Fairfax…the ransom note reads ‘nobody touches immigration or trade or the poor and indebted get it’…
- Scott Morrison warns resentment to free trade and immigration threatens economy – Guardian….but it is an unquestionable good for everyone isn’t it?…
- Sydney, Melbourne housing markets cooling off? Not so fast – Fairfax, Pascoemeter
- Commonwealth Bank reverses its term deposit rate increases in another sting for savers – Fairfax
- Australia should compare CEO and average worker pay as the US and UK do – Guardian
- More money, worse results? The truth behind the great schools debate – Fairfax, Irvine
- Millions in taxpayer dollars spent on training staff at McDonalds and other corporations – Fairfax…for fuck’s sake…
- Are international students shutting locals out of state schools? – Fairfax
- Final budget outcome for 2015-16 shows $340m improvement in bottom line – Guardian
- University graduates struggle to find full-time work as enrolments increase, study finds – ABC…for some of the most expensive university courses in the world…
- ‘Please delete this email’: Queensland RSL president mobilises after financial audit – Fairfax…the RSL has a lot of questions to answer…
- A lack of leadership is to blame for Australia’s malaise – not the people – Fairfax…Australia’s leadership is pathetic…
- Australia slipping behind on internet speed – NZ Herald
- Tax audits of large companies plummet – NZ Herald
- NZ’s vanishing bank branches – NZ Herald
- First appearance by Australia’s new central bank governor disappointing – Bill Mitchell
- New LVR rules expected to slow housing debt, which is growing at its fastest pace in more than eight years – Interest.co.nz
- Dumb politics means we may be stuck with an even dumber grid – Pearls & Irritations
- Urban rail projects: property developers should be servants not masters – Pearls & Irritations
- China’s deepening engagement in Australian society: is it a concern? – Pearls & Irritations, Stephen FitzGerald
- Power Games: The Real Reason South Australia Blacked Out – New Matilda
- PwC gives bludgers a lesson in corporate welfare – Michael West
- Ford shutdown: Auto manufacturing workers fear for their futures – Fairfax
- Looking at Australian listed real estate through a global lens – Fairfax
Commodities
Advertisement
- Is the oil world big enough for two swing producers? – Washington Post
- The end of meat? Economics, the environment and changing tastes have top protein feeling the heat – Financial Post
- Opec agreeing on need to cut oil production is no game-changer … yet – Guardian
- USDA requires meat packers to report online cattle auction deals – Reuters
- Relief arrives for U.S. shale firms as OPEC folds in price battle – Reuters
- $1 Aussie coal mines turn to jackpots as China’s cuts power price rally – Fairfax
- Iron giants to add 200 million tons of supplies through 2020 – Mineweb
- Bullish at the top: How long can the sugar rush last? – Platts
- OPEC racked with division, but too soon to write it off? – Platts
- Cocoa turns to coffee sector for answers to demand questions – Agrimoney
- US energy envoy: OPEC production deal will not work – SCMP
- China set to export corn, posing new threat to battered global market – sources – Reuters
Capital markets
- Explainer: The Deutsche Bank mess, and how it all started – Fairfax
- Deutsche Bank under pressure as hedge funds cut exposure – Telegraph
- Deutsche Bank: five options as it faces the prospect of $14bn fine – Guardian
- Why is Deutsche Bank now the biggest worry in the financial world? – Telegraph
- Deutsche Bank crisis threatens to roil global markets – Market Watch
- Low long-term rates: bond bubble or symptom of secular stagnation? – Bruegel
- Banking: Libor – the wrong kind of rate rise – Euromoney
- Sizing Up Broad Active Commodity ETFs – ETF.com
- The Logic Behind Chasing Yield – ETF.com
- The Great Hedge Fund Reversal: When The Worst Became The Best – ValueWalk
- This Is How Much Liquidity Deutsche Bank Has At This Moment, And What Happens Next – Zero Hedge
- Using ETFs To Hedge Against Rising Rates – ETF.com
Global Macro
Advertisement
- Canadians, Aussies and Kiwis trapped in ‘commodity bust, housing boom’ cycle and the unwinding is going to be painful – Financial Post
- Managing the Economic Consequences of Nationalism – Project-Syndicate El-Erian…acknowledging the economic consequences of globalism would be a good place to start…
- The Perils of Debt Complacency – Project-Syndicate
- Peak Finance Looks Like It’s Over – Bloomberg
- Cartels: Capitalism’s Clubby Side, From Adam Smith to Libor – Bloomberg…more successful in Australia than rabbits, foxes, carp, or cane toads…
- The real reason for OPEC’s shocker oil deal … and why it probably won’t work – Financial Post
- US Fed sanctions one of China’s biggest banks over “significant deficiencies” in money laundering – SCMP
- More Wealth, More Jobs, but Not for Everyone: What Fuels the Backlash on Trade – NY Times
- Alcoa board approves split, expected effective November 1 – Reuters
- Desperate Central Bankers – Project-Syndicate
- Anti-globalists: Why they’re wrong – Economist
- Lawmakers to Wells Fargo CEO: ‘Why shouldn’t you be in jail?’ – Washington Post…more lawmakers need to ask the same of more bankers around the world…
- Is Deutsche Bank the next Lehman Brothers? The denials certainly don’t help suggest it’s not – Telegraph
- The Competitiveness Competition – RTE
- The first Clinton – Trump debate, the limits of the elite consensus and white privilege – Flassbeck Economics
…and furthermore…
- Stupefied: How organisations enshrine collective stupidity and employees are rewarded for checking their brains at the office door – Aeon…classic read – and all too true…
- Why Do Famous People Get Paid $250,000 to Give a Speech? – Priceonomics
- Coding is not ‘fun’, it’s technically and ethically complex – Aeon
- Why the Father of Modern Statistics Didn’t Believe Smoking Caused Cancer – Priceonomics
- The Global Cost of Electronic Waste – Atlantic
- The Algorithms That Tell Bosses How Employees Are Feeling – Atlantic
- Do Driverless Cars Favor Urban or Suburban Life? – Slate
- Markets and School Quality – Project-Syndicate
- Secular Stagnation or Self-Inflicted Malaise? – Project-Syndicate
- The Distributional Consequences of Preferential Trade Liberalization: Firm-Level Evidence – Economonitor
- Economics Has a Major Blind Spot – Bloomberg
- Affordable Housing Is Easy. In Theory. – Bloomberg
- The Dangerous Cult of Academic Macroeconomics – Bloomberg
- Why collective illusion may beat collective ignorance – SCMP
- Democracy does not cause growth – VoxEU
- Bank boards and professional misconduct: New metrics needed – VoxEU
- The industrial internet will transform policymaking – Bruegel
- THE RETURN OF THE UTOPIANS: What today’s movements for social and economic reform can learn from the intentional communities of the nineteenth century – New Yorker
- Politics has become an arms race of outrageousness and the narcissists are winning – Fairfax…we place psychopaths at the top of nations, global organisations, & companies, and wonder why they bullshit us…
- Fed, BOJ add shine to alternative investment strategy – Globe and Mail…except in South Australia?…
- Man’s Best Friend May Be the Flu’s Worst Enemy – Bloomberg…good read with an Australian angle…
Advertisement