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North America:
- The Miraculous Decoupling of Reality Business Insider I love capitals too
- Durable goods slump Scott Barber charts
- Drought cuts GDP to 1.3% in Q2 Reuters Cattle mutilation is down too
- Structural woe. Alphaville
- Albert Edwards gets real bearish in the bath. Alphaville
Europe:
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- The German Economy and Europe Naked Capitalism As DE says, when Germany catches the cold, the Euro virus wins
- Eurozone confidence indicators Reuters/Scotty Barber
Asia:
- Why China’s growth rate has to slow Econbrowser Turning Japanese?
- China underestimated global slowdown: PBOC Reuters Don’t go hiring OZ Treasury staff then..
- 40% of China’s iron ore mines halt production Reuters Ore really?
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Local:
- Cash on the sidelines now at $726 billion (obviously not in anything productive) AFR whilst foreign ownership of stocks at highest levels
- Rinehart in court again AFR More ore! More!
- Fiscal shock. AFR
- Vale says iron ore is fine. Everything is fine AFR
Other:
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- Apple maps not doing so well Business Insider
- JK Rowling’s new book is out – its a bit racy AFR Hopefully better than that 50 Shades of Turd
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