Global Macro/Markets:
- The Recent Bond Market Selloff in Historical Perspective – New York Fed
- Berkshire Avoids Bond Rout as Buffett Builds Shareholder Equity – Bloomberg
- Get Ready for the Next Round of Bond Pain – Wall Street Journal
North America:
- ‘Uncertainty’ isn’t a problem anymore – Washington Post
- Budget Bedlam This Fall – capitalgainsandgames.com
- Most 2013 job growth is in part-time work, survey suggests – McClatchy
Europe:
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- Foreigners buy nearly 75% of new homes in inner London – Financial Times
- Bridgewater Associates Asks Is a Perfect Storm Brewing in Europe? – valuewalk.com
- Europe Stocks Rise for Sixth Day, Longest Streak of Year – Bloomberg
- Europe’s Fake Normal by Mohamed A. El-Erian – Project Syndicate
Asia:
- Meeting China’s energy needs – Financial Times
- PBoC tightening by stealth? – Financial Times
- Beijing invites foreign bids for $55 billion in infrastructure projects – Reuters
- China Services to Manufacturing Suggest Slowdown Easing – Bloomberg
Local:
- Australian Democrats call for a Federal land tax – Democrats
- Australia needs a sensible and honest discussion on housing affordability – Catherine Cashmore
- China credit bubble “serious” for Aussie miners – The AFR
- Election hits weak economy – The AFR
- Low interest rates bring back house & land buyers – The AFR
- Trust needed for next round of mining capex – The AFR
- Business blasts Budget prolificacy – The Australian
- Heading for a grim recession – The Australian
- Poll could “kill car industry” – The Age
- Machismo ahead of common sense – The Age
Other:
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- Commentary: New Zealand needs to start building trust in the long-term – china.org.cn
