China/Asia
- George Magnus: Asia looks vulnerable as Fed prepares to change its tune (Nikkei Asian Review)
- Realty heading for market consolidation (China Daily)
- Second Major City Cancels Restriction on Home Purchases (Caixin)
- Regional party chiefs the main target of housing developers’ bribes (Want China Times)
US/Canada
- Chinese Businessman Is Charged in Plot to Steal U.S. Military Data (NY Times)
- Former CEO of CalPERS pleads guilty to fraud, corruption charge (LA Times)
- ‘The easy gains are way behind us’: Canada’s surprise jobs drop highlights economy’s struggle ahead (Financial Post)
- How to Reform the Federal Home Loan Banks (American Banker)
- Argentina’s Sovereign Bondage (Project-Syndicate)
- Argentina looks to China and Russia for support (FT.com)
- Why China’s mood is souring on Canada’s oil patch (Financial Post)
- Argentina to send technocrats to debt talks (Reuters)
Europe/United kingdom
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- Investors are completely baffled by Banco Espírito Santo (Quartz)
- Portugal’s Problems Aren’t a European Crisis (WSJ Moneybeat)
- Portuguese bank crisis is the tip of the iceberg (Marketwatch)
- Putin Waives $32B Of Cuba’s Debt, Seeks Stronger Trade Ties (IB Times)
- Great Graphic: Disinflation or Deflation in Europe? (Marctomarket)
- Forget high-speed rail, we need a Tube system in the north (Telegraph) …now this is thinking…
Commodities
- U.S. moves to levy tariffs on steel from South Korea, 8 other nations (LA Times)
- Not even China can drink enough milk to prevent the coming global glut (Quartz)
- The Answer on Gas Prices Is In (WSJ Moneybeat)
- The World Still Needs Saudi Arabia’s Oil (Oilprice.com)
- Can the Arctic Reshape Global LNG Shipping? (Oilprice.com)
- The Global Prospects For Enhanced Oil Recovery (Oilprice.com)
- BHP Billiton CEO talks about the planet’s post-supercycle future (Nikkei Asian Review)
Capital Markets
- Fed fears risks posed by exit tools; plan almost done (Reuters)
- The Interest Rate Contradiction (Pragmatic Capitalism)
- QEInfinity Not (Tim Duy)
- Financial Advisers: Show Us Your Numbers (WSJ Moneybeat)
Global Macro
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- For Biggest Cities of 2030, Look Toward the Tropics (NY Times)
- What P&G sees in the adult incontinence market (CBSnews) .…Australian property speculators, when it all comes home to roost?…
- The South China Sea’s oil tanker hijackers have rewritten the piracy playbook (Quartz)
- Uber, Lyft and a Road Map for Reinventing the Ride (NY Times)
- Amazon wants to test delivery drones outdoors (LA Times)
- Mobile-only banks like Simple, Moven skip the tellers for a purely digital experience (Washington Post)
- The diminishing returns of fuel efficiency (Sober Look)
- Bank runs aren’t madness: This model explained why (Capital Ideas, Chicago Booth)
- The Big Question: Is the US housing hangover wearing off? (Chicago Booth) (video) …very good discussion…
…And furthermore…
- The Epic Story Of How A ‘Genius’ Hedge Fund Almost Caused A Global Financial Meltdown (Business Insider)
- Colorado Is Consuming Way More Pot Than Anyone Ever Believed (Time)
- LIFE BEHIND BARS: Matthew Kluger reveals all (Fortune)
- A Different Take on the Invasion of the Robo-Advisors (Think Advisor)
- John Kerry, Shinzo Abe try diplomacy through embarrassment (Marketwatch)….not to mention TestosterTone…
- The Great Toilet Paper Scare of 1973 (Pricenomics)
Research
- Crisis Chronicles: The Collapse of the French Assignat and Its Link to Virtual Currencies Today (Liberty Street Economics NY Fed) …thought provoking read….
- Transmission channels from high household debt to bank losses (Norges Bank) (pdf) …worth thinking about the ‘property channel’..
- New Rules for Credit Default Swap Trading:Can We Now Follow the Risk? (Cleveland Fed) (pdf) …good primer on CDS…
- The New-Keynesian Liquidity Trap (Chicago Booth, John Cochrane) (pdf) …very good read…
Australia
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- POWER CORRUPTS (The Monthly) …good read…
- Shane Watson loses out on Gold Coast pad (Fairfax)
- Party backs move to do away with 5c coin (Fairfax)
- Australia’s homes overvalued but no property bubble, economists say (Fairfax)
- Why the dollar is defying the Reserve Bank (Fairfax)
- BusinessDay economic survey: Low dollar the bright spot in ordinary year ahead (Fairfax) ….all the way down to 0.86….
- Does Abbott have the carbon curse? (The Conversation) …does he ever…
- Clive Palmer, the unlikely friend of low income earners (The Conversation)