Global Macro / Markets / Investing:
- It may be time to buy gold: HSBC – SCMP
- Toxic Politics Versus Better Economics – Nikikei Asian Review, El-Erian
- Signs of Strain in the Stock and Bond Love Affair – NY Times
- Persistently low rates and monetary transmission – VOX
- Global deal reached to limit powerful greenhouse gases – AP
- Libertarianism’s Time Has Come and Gone – Bloomberg, Smith
- The Next Recession Is Coming. Big Deal. – Bloomberg, Ritholtz
- Yellen’s Talk of Hot U.S. Economy Extends October Long-Bond Rout – Bloomberg
- Fed’s Yellen says ‘high-pressure’ policy may be only way back from crisis – Reuters
- No Time for Trade Fundamentalism – Project-Syndicate
- A recession is coming — so hide in gold, says influential investor Raoul Pal – Market Watch
- Markets Could Be in for a Long Correction – Value Walk
Americas:
- What’s Behind a Rise in Ethnic Nationalism? Maybe the Economy – NY Times
- Clinton heavily favored to win Electoral College: poll – Reuters
- Donald Trump made the Religious Right implode in less than a week – Think Progress
- WikiLeaks emails reveal Clinton speeches to Goldman Sachs – The Hill
- U.S. Deficit Increases to $587 Billion, Ending Downward Trend – NY Times…just in time for a new President…
- Why Isn’t the Fed Raising Rates? It’s Complicated, Chief Says – NY Times
- As Donald Trump made clear, smart businesses know only idiots pay tax – Guardian
- Issues in Hillary Clinton’s Past Leave Her Muted in Furor Over Donald Trump – NY Times
- Trump Challenges Clinton to Drug Test Before Final Debate – Bloomberg
- Transcripts of Clinton’s Wall Street talks released in new Wikileaks dump – Reuters
- How Trump Happened – Project-Syndicate, Stiglitz
- Why the Economy Doesn’t Roar Anymore – WSJ…worth a read on US Economy…
- Student Loans And Corporate debt – The Next Crises? – Value Walk
- Emails show Clinton treading lightly with Wall Street talks – AP
- Rigged election claims may leave lasting damage – AP
Europe:
- Let sterling slide – what matters now is QE – Telegraph, Halligan
- Is Europe drifting toward a hard Brexit? – Nikikei Asian Review
- Is the Bank of England to blame for shrinking your pension pot? – Guardian
- A decline in UK living standards may be too high a price for Brexit – Guardian, Blanchflower
- The kindness of baffled strangers won’t save us from Brexit – The Guardian
- The Growing Danger of Military Conflict with Russia – National Interest
- Merkel Calls Brexit ‘Deep Cut,’ Says EU Must Work Together – Bloomberg
- Resolving Europe’s Banking Crisis in Italy – Project-Syndicate
Asia:
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- China not a currency manipulator: Obama Treasury Department – SCMP
- Abe’s unorthodox policies rooted in distrust of finance ministry, BOJ – Nikikei Asian Review
- The Philippines Is About to Give Up the South China Sea to China – Defense One
- Global value chains and the competitiveness of Asian countries – VOX
- Western contact with China began long before Marco Polo, experts say – BBC
- Chinese Banks on the Brink – Value Walk
Trans-Tasman:
- Rupert Murdoch’s editors dine with Malcolm Turnbull at The Lodge – Fairfax
- Liberal MP billed taxpayers to fly to Melbourne’s Derby Day races – Fairfax…he thinks he’s entitled…
- If you think Donald is bad, imagine Donald Trump 2.0 – Fairfax…Bob Carr taking a break from spruiking China…
- BHP’s disaster-hit Brazilian mine may not reopen – Fairfax
- Flush and Dominant, Australia’s Banks Come Under Pressure – NY Times…on the global radar…
- Turnbull’s turmoil leaves Joyce with a whole new power – Fairfax
- Labor prepared to push PM to breaking point on gay marriage: Plibersek – Fairfax
- ‘Welfare mentality’ must end: Coalition responds to report on rising poverty – The Guardian
- Our ‘national shame’: 730,000 kids living in poverty – Fairfax
- Scott Morrison and the budget just got lucky with the price of coal – The Guardian
- Kohler: I was wrong: NBN’s a turkey – The Australian
- How we lost our political vision – The AFR
- Barr raises land tax and keeps his job – The AFR
- The great land tax experiment – The AFR
- Reboot of SA coal plant like “restarting whaling” for lamp fuel – Renew Economy
- ‘Exposing the inhumanity of Australian banks to their customers’ – The Saturday Paper
- Here Come the Chinese Cars! – Conspiracy Oz
- Negative equity risk for Melbourne investors – The AFR
- Man is stabbed 11 times by Apex gang in Melbourne – Daily Mail
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Why the RBNZ should not cut the OCR on November 10 – Interest.co.nz
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What happens if interest rates go to zero? – Interest.co.nz
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A debtogenic environment – Interest.co.nz