Global Macro/Markets:
- IMF’s Lagarde Says Substantial Part of Global Economy Better – Bloomberg
- Analysis: Big inflows into bonds undercut the Great Rotation – Reuters
- Beware of those who cry ‘bubble’ about bonds – USA Today
North America:
- Some Senators Think Big U.S. Banks Could Use An Extra Trillion Dollars Or So Of Capital – Dealbreaker
- Senators to Propose Higher Capital for Banks Over $400 Billion – Bloomberg
- Why Curing Job Market Is So Important to Fed – Wall Street Journal
- Five myths about the minimum wage – Washington Post
- Millionaires Got $80 Million in Jobless Aid in Recession – Bloomberg
- Employment Report Comments and more Graphs – Calculated Risk
Europe:
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- Portugal faces fresh cuts to spending – Financial Times
- Portugal bail out blown off course – Financial Times
- EU’s Rehn: Big Depositors Could Suffer in Future Bailouts – CNBC
- Bridgewater Asks “Could Italy Blow Up The Euro?” – ZeroHedge
- In Euro Zone, Everyone’s Making Up the Rules As They Go – Wall Street Journal
- The new bail-in doctrine: A recipe for banking crises and depression in the eurozone – ceps.eu
- The Banking Union – a European perspective: reasons, benefits and challenges of the Banking Union – European Union
Asia:
- ‘Fulfilling the Asian Dream: Lasting Growth and Shared Prosperity’ – imf.org
- China Local Debt May Top Estimates, Former Minister Says – Bloomberg
- The Promise of Abenomics by Joseph E. Stiglitz – Project Syndicate
Local:
- New level for China/Australia ties – The Australian
- How to take super out of pollies hands – The Australian
- Lindsay Fox warns on infrastructure – The Australian
- Swan’s next $10 billion problem – The Australian
- Labor attacks Abbott over super – The Age
- Fortescue to sell stake in rail & ports – The Age
- Wong adds to doubts over budget surplus forecasts – The AFR
- Boral comes under pressure from slowing construction and poor weather – The AFR
Other:
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- Interview with George Soros – scmp.com
- An Automatic Solution for the Retirement Savings Problem – New York Times
- Bitcoin Really Is an Existential Threat to the Modern Liberal State – Bloomberg
