Global Macro/Markets:
- Where is 2014 Earnings Growth Coming From? – Avondale Asset Management
- Rising Markets Batter Short Sellers – Wall Street Journal
North America:
- FRB: FOMC Minutes, July 30-31, 2013 – Federal Reserve
- Key Passages From Fed Minutes – Wall Street Journal
- Abandoned Dogs Roam Detroit in Packs as Humans Dwindle – Bloomberg
- Why the White House is uneasy with picking Janet Yellen – Washington Post
- Summers, Yellen allies wage behind-the-scenes effort to win Federal Reserve nod – Washington Post
- Why has the Fed given up on America’s unemployed? – Financial Times
Europe:
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- More Aid? Greece Funding May Come from EU Budget – Der Spiegel
- Berlin’s consistency on Greece’s rescue – Financial Times
- More QE could be needed, says MPC ’hawk’ Martin Weale – The Telegraph
Asia:
- ‘Fat finger trade’ suspected in China market spike – Financial Times
- ’Leftover women’ in China face tough choices in looking for love – Reuters
- IPad’s China Market Share Plunges as Domestic Tablet Makers Gain – Bloomberg
- Japan raising Fukushima leak alert – BBC
- Japan to raise severity rating for Fukushima leaks to level 3 – Reuters
- Radioactive Leaks in Japan Prompt Call for Overseas Help – Bloomberg
Local:
- Low rates slow to lift housing – The AFR
- Swan says Coalition getting “easy ride” on policies – The AFR
- WA likely to experience credit downgrade – The AFR
- A deficit of prudent thinking – The Australian
- Mandarins hope for housing lift – The Age
- Retirees suffering death by a thousand cuts – The Age
Other
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- On “bullshit jobs” – The Economist