Global Macro:
- No recovery till 2018, IMF warns – The Guardian
- IMF chief economist says crisis will last a decade – Reuters
- History, gravity, and international finance – VOX
- FT Alphaville » Currency wars as global stimulus – FT Alphaville
North America:
- ISM Non-Manufacturing Index increases in September – Calculated Risk
- BlackRock’s Fink Says U.S. a Year Away From Robust Growth – Bloomberg
- ADP: Private Employment increased 162,000 in September – Calculated Risk
- The economy: Asking the experts – The Economist
- Mortgage Prepayment Rate Reaches Highest Level Since 2005 – Bloomberg
Europe:
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- How ECB Chief Outflanked German Foe in Fight for Euro – Wall Street Journal
- European Bank Capital Results Overtaken by Tougher Global Rules – Bloomberg
- Euro zone September PMI slide suggests no return to growth this year – Reuters
- Markit Eurozone Composite PMI Final 46.1 – Markit
- Euro-Region August Retail Sales Unexpectedly Increase on Germany – Bloomberg
- Democracy itself is at stake in southern Europe – Financial Times
- Our age of extremes – Inside Greece
- The lessons learned by Britain in the ‘20s, applied to the Eurozone of today – New York Times
Asia:
- China’s Slowdown Reverberates as ADB Cuts Forecasts – Bloomberg
- As China’s economy slows, real estate bubble looms – Washington Post
- A Muddling Through China, But No Hard Landing – Goldman Sachs – eFXnews
Local:
- VIC aggregate property values not keeping pace with nominal economy – DSE
- Deficit raises fear of boom’s end – SMH
- Easy money fuels property bubble risks – AFR
- Car industry slams steel tariff plan – AFR
- States losing $14.5 billion in GST as consumer spending shrinks – AFR
- RBA slow to see the end of the boom – AFR. They have been slow to see a lot of things! Risk management ain’t their specialty.
- Boom’s end sounds call for economic reforms – The Australian
- Chinese money loves Oz. AFR Sorry Tony
Other:
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- How Does a Currency Drop 60% in 8 Days? Just Ask Iran – The Atlantic
- Notes from the Value Investing Congress: Einhorn Edition – The Reformed Broker
- Here’s What An Oil Boom Town looks Like Once It’s Gone Bust – Business Insider