Global Macro:
- Business Insider with a story that History And Science Predict A Violent Political Upheaval In 2020
- Is buy and hold dead – Richard Bernstein via Advisor Perspectives
- Macro is getting difficult when one of the best is handing money back – FT
- It’s not all bad news on the macro front JPM’s indicator ticked higher – BI
- Big Oil is Earth’s Public Enemy No. 1 – Marketwatch
- Macro Morning will be back on Monday but here is Bloomberg’s wrap for last night.
North America:
- Wall Street ends at highest level since May – Reuters
- US Treasury is exiting AIG – FT
- Knight is going down and looking for a buyer – here in the FT
Europe – Rethinking Draghi:
- FTAlphaville – [Draghi] The Great Draghi Re-think
- Bloomberg says, ECB-Politicians’ Anti-Crisis Bargain Starts to Emerge
- Bloomberg also saying Merkel’s Coalition Members Signal Acceptance of ECB Bond-Buying
- Business Insider says, Draghi Just Staged A Dramatic Power-Play, And People Think It Could Be A Europe Game Changer
- Wall Street Journal saying, Draghi’s Short-Termism May Pay Off
- Spain edges toward a full bailout – Reuters
- No escaping the weak economic outlook for Europe – Reuters
- UK Telegraph with a story that a Polish MP demands Spain pays back 16th century debt
- Big rally in Spanish 10 years – Bloomberg
Asia:
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- Corn’s big rise is more worrying than the Euro Mess – Bloomberg
- Foodageddon – Barrons
- Indian Power failure shows political gridlock – Bloomberg
Local:
- Glenn Stevens is the ruler of Australia – AFR
- You just can’t kill the Aussie Dollar at the moment. Is it about to break higher still? Here from ActionForex
- But Kloppers queries it – AFR
- CSL having a changing of the guard at the top – The Oz
- The Oz saying that In Kalgoorlie, it’s gloom for diggers — joy for dealers
- Agents see signs of property sales growth – SMH
- Jac Nassar v Marius Kloppers? – SMH
Other/Interesting:
- James Althucher on Trillion dollar lies
- Have a look at this picture – quite a cool illlusion
- The last thing a Collingwood supporter needs as we head toward the finals – Cats on the march. The Oz
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