Global Macro / Markets:
- The Tale Of Two Middle Classes – Yale
- The iron index screen – FT
- S&P500 Index Posts Worst Fall Since April; Indexes Down for July – Reuters
- High yield bonds are now yielding more. – Bespoke
- How Do You Spell “Inflation Hawks on the Warpath?” ECI – Dean Baker.
Americas:
- The little-known FRED charts that reveal the state of the U.S. economy – WaPo
- President Plosser Comments on FOMC Dissent (August 1, 2014) – Philadelphia Fed
- Freddie Mac Executes First Sale of Seriously Delinquent Loans From Its Investment Portfolio – Freddie Mac
- The Employment Situation in July – WhiteHouse
- Argentina Default Is Ruled a Credit Event for Swaps – NYT , Bloomberg
- Argentina is not solely to blame for its latest debt default – guardian
- Economists Call on Congress to Mitigate Fallout from Ruling on Argentine Debt – CEPR
- C.I.A. Admits Penetrating Senate Intelligence Computers – NYT
- Construction spending decreases in June – Calculated Risk
- Why interest rates could stay lower, longer. – Market Anthropology
- Comments on Employment report – Calculated Risk
- US invites 50 African leaders for talks in Washington as counter to China -SCMP
Europe:
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- Times of Israel removes an unacceptable blog post – Times of isreal
- Russia might ban US chickens, Greek fruit – The Hill
Asia:
- Chinese stocks are now leading US stocks. – Short Side of Long
- China factory explosion kills 65 – ABC
- How China’s fortunes are changing – Gittins
Local:
- Silver doughnut that left a hole in investors’ nest eggs – Business Day
- Tony Abbott a tool in Russia’s propaganda war – AFR
- Property spruikers signal overheating market -AFR
- The end of super’s great gains – AFR
- BHP changes tune on Olympic Dam – Business Day
- Explaining the high cost of Australian infrastructure -AFR
- Supreme Court judges shun controversial new boss – TheOz
- Parachutes to soften NAB departures – SMH
Other:
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- Ebola moving faster then control effects – AP
- Sierra Leone declares Ebola emergency – Financial Times
- Foreign diplomats, workers flee Libyan chaos by thousands – LA Time
- Israel and Hamas agree on 72-hour humanitarian Gaza cease-fire – Reuters
- Under fire and out of cash, U.N. overwhelmed by Gaza crisis – Yahoo News
- Russian authorities tighten hold on opposition with ‘bloggers’ law’ -SCMP