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‘..It all boils down to application of the 3KZ…’
China
- Qingdao, Fuzhou Offer Better Mortgage Terms to Spur Property Sales (Caixin)
- Gov’t Again Tries Trimming the Fat by Slashing Pay of SOE Executives (Caixin)
- China uncovers US$10b in fake trades (SCMP)
- With China Set to Open Stock Trading, Investors Lay Groundwork (NY Times)
- Xi Jinping’s Pure Party (Magnus, Project-Syndicate)
- Banks in China unlikely to offer easier credit (Want China Times)
- Delivery services in China to be opened to overseas operators (Want China Times)
- China’s Other Food Safety Problem (Atlantic) ….opiates in the noodles…
- Rumoured easing may not aid property sector (China Daily)
- A stimulus by another name could be just as good (China Daily)
- 100,000 officials were paid though they did no work (China Daily) …wonder how many have pads in Sydney?…
- Property drags down China’s economy (AFR)
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Asia
- Time to make in India? (Economist)
- For The First Time, India’s 100 Richest Of 2014 Are All Billionaires (Forbes)
Europe
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- Europe’s Austerity Zombies (Stiglitz, Project-Syndicate)
- Germany’s economy goes sour as Putin unnerves nation’s shoppers (Telegraph)
- Germany’s Economic Mirage (Project-Syndicate)
- EU to crack down on UK attempts to sidestep banker bonus cap (Telegraph)
- Vladimir Putin is using winter as a weapon, says Ukraine prime minister (Telegraph) …bit of a shock, what?…
- Mapping Europe’s Banking System: Most Small Banks Are German (Peterson Institute) …..note number of small bank in Germany ……..
- Ukraine on the brink (Sober Look)
- Time for a contrarian view: Eurozone’s economy is turning the corner (Sober Look)
- Russian banking sector creaking under pressure (BNE)
- Three-way talks on Ukraine’s gas deal start in Berlin (BNE)
- Jury out on ECB’s ABS plan (BNE)
- Property debt overhang: The case of Irish SMEs (VoxEU)
- Europe’s Russian connections (VoxEU)…good charts…
- Fearing political crisis, Greece plots escape from bailout (Reuters)
- UniCredit says sanctions hurting Europe more than Russia: Czech media (Reuters)…yep, that they are……
- C&AG says Revenue should look at property tax exemptions (RTE)
- Russia: Putin’s power politics (FT.com)
- Draghi’s Trillion-Euro Pump Finds Blockage: Euro Credit (Bloomberg)
- The Boomerang Effect: Sanctions on Russia Hit German Economy Hard (Der Spiegel)
United Kingdom
- House prices have finally started to fall after two years (Telegraph)
- Pound spikes as Mark Carney says first interest rate rise ‘getting closer’ (Telegraph)
- House prices: Londoners threaten to flee the capital over housing costs (Telegraph)
- Buy-to-let borrowers face new costs and limits (Telegraph)
- IS BRITAIN SUFFERING UNDER THE STRAIN OF TOO HIGH A DEFICIT? (Piera)
- Britain’s other housing crisis: the £1 billion pensions shortfall (Financial News)
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United States
- Made in the U.S.A., but Banked Overseas (NY Times)
- How a Lopsided Recovery Fueled the Dollar-Store Wars (NY Times)
- Despite Obamacare, U.S. healthcare system still dysfunctional (LA Times)
- The jury in a mortgage case finally strikes back at fraudulent bankers (LA Times)
- US Treasury announces targeted crackdown on tax inversion (World Finance)
- US new home sales at a six year high (World Finance)
- The Fed’s Credit Channel Is Broken And Its Bathtub Economics Has Failed (David Stockman)
- The American Middle Class Hasn’t Gotten A Raise In 15 Years (ThirtyFiveEightEconomics)
- U.S. consumer sentiment ends at 14-month high in September (Reuters)
Americas
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- Vancouver must explore options to ease housing affordability crisis (Vancouver Sun)
- Argentina running out of options (Sober Look)
- ‘Can you show me your gold?’ Venezuela central bank opens gold vault so analyst can count the bars (Financial Post)
- Argentinian Peso Fall Could Be Good For Farmers (IB Times)
- LATIN AMERICA: THE ARCHETYPAL FINANCIAL CRISIS (Piera)
Australia/New Zealand
- How Australia became the dirtiest polluter in the developed world (Slate) …they are right…
- Time to ditch the export-led growth mania (Bill Mitchell)
- Missing in action? Bill Shorten’s ‘small target’ strategy is his only option (Guardian)
- Petrol retailers reject ACCC’s assertion of price-fixing at bowser (Guardian)
- Cliffs Assets Said to Draw Interest From Australia Miners (Bloomberg)
- BHP Backs Floating LNG Plan off Australia With Partner Exxon (Bloomberg)
- New Zealand Bond Sales Booming as Kiwi Strength Rattles RBNZ (Bloomberg)
- Wealthy investors ‘well placed’ to survive property downturn, says RBA (Fairfax)
- Fortescue loses court bid (Fairfax)
- Outback plane graveyard at Alice Springs welcomes first arrivals (Fairfax)
- Macroprudential regulation: where central bankers stand depends on how they think (The Conversation)
- Housing bubble or not, negative gearing should stay (The Conversation)
- Home loan limits and buffers won’t stop a housing bubble (The Conversation)
- Federalism reform and trade policy must go hand in hand (The Conversation)
- Investors duck as RBA tries to douse housing (Joye, AFR)
- Macquarie eyes 16pc drop in bank valuations (AFR)
- Iron ore, coal price drop bad news for Australian mining contractors (ABC)
- The myth of ‘mum and dad’ property investors (ABC) ….good bit of work by Mike Janda…
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Capital Markets
- Buoyant Dollar Recovers Its Luster, Underlining Rebound in U.S. Economy (NY Times)
- It’s The End Of QE As We Know It (ETF.com)
- Rampant dollar – episode III: Stampede (FT.com)
- Fairer markets that will serve us all (FT.com)
- Putin’s Sell-Treasuries-for-BRICS Bonds Plan Has Limits (Bloomberg)
- Banks Face Pass-the-Parcel Debt Limit in Writedown Rule (Bloomberg)
Commodities
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- After Overseas Rush, Chinese Firms’ Iron Ore Projects Run into Trouble (Caixin)
- Cheapest way to buy Royal Mint gold? Not from the Royal Mint (Telegraph)
- Russia has eager new oil and gas customers in Asia (BNE)
- Why Oil Prices Are Dropping Despite Mideast Unrest (Financial Sense)
- Junior miners ‘starting to disappear’ as grim market reality takes hold (Financial Post)
- Commodities: Cereal excess (FT.com)
- Iron ore at five-month low on China fears (FT.com)
- Nuclear Plants Across Emerging Nations Defy Japan Concern (Bloomberg)
Global Macro
- Bill Gross leaves Pimco for Janus (Reuters)
- Gross to Join Janus After Record Redemptions at Pimco Flagship Fund (Bloomberg)
- German Central Bank Head Weidmann: ‘The Euro Crisis Is Not Yet Behind Us’
- Pimco founder Bill Gross accuses Mohamed El-Erian of trying to ‘undermine’ him (Telegraph)
- Deleveraging? What Deleveraging? (Mattich, WSJ) …good read…
- The German Exception to the Debt Explosion (Mattich, WSJ)
- Reality = Normal + Fat-Tail Distributions (Capital Spectator)
- Outsourcing and the shift from manufacturing to services (VoxEU)
- US Ready To Soften Stance On Iran Nuclear Deal: Report (IB Times)
- WHERE MACROECONOMICS WENT WRONG (Piera)
- The end of growth in the West? (BBC Peston)
- Banks could face record fine over currency rigging (Guardian)
- Households Most Bullish Stocks Since 2000: Crash Redux? (SeeItMarket)
- Property: Land of opportunity (FT.com) ….time for a land tax?…
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Research
- Wages and Labor Market Slack: Making the Dual Mandate Operational [pdf] (Peterson Institute, Blanchflower and Posen)…good read…
- Wages Fall as the Mystery of the British and American Job Markets Gets Deeper Still (Blanchflower, Peterson Institute)
- Asset Allocation and Bad Habits (Ang, Goyal Ilmanen) (Download from that site) …good read…
- The Great Mortgaging: Housing Finance, Crises, and Business Cycles (Pdf) (HKIMR) …very good, dry, read…
….and Furthermore…..
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- When Blogging Becomes a Slog (NY Times) ….a little something for HnH and UE…..
- The mysteries of inequality are only mysterious to elites (RWER)
- Coffee Is Killing Your Productivity (Slate)
- A fight over rooftop solar panels could decide America’s energy future (Slate)
- Why do people on Wall Street make so much money? (Washington Post)
- We Can’t Talk About Inequality Without Talking About Talent (Harvard Business review)
- Business Magnate Richard Branson Gives His Staff Unlimited Vacation (Time)
- Eric Holder’s business legacy: ‘Too big to jail’? (Fortune)
- One of the world’s largest gatherings is a hotspot for deadly outbreaks (Quartz)
- The mechanical leech, the anti-crime bowtie, and seven other preposterous Victorian inventions (Quartz)
- Why you’re terrible at calculating risk (Quartz)
- America, the Plannable: How Banks Affect Family Size (Atlantic)
- The Alberta Tar Sands (Atlantic) …classic photos…
- Inside Hackers Seen as $40 Billion Threat for Employers (Newsmax)
- The Mysterious Case of the 113-Year-Old Light Bulb (Priceonomics)
- The Art Forger Who Became a National Hero (Priceonomics) …legendary story…
- Everything Is Bullshit (Priceonomics) …it is…
- Why You Shouldn’t Worry About Being Smart (Inc)
…the last word…
- Redback spiders found in Tokyo for first time (Japan Today)
- Inside the New York Fed: Secret Recordings and a Culture Clash (ProPublica) ….a must read…
- The Secret Recordings of Carmen Segarra (A 70 minute long podcast which after you get through the first few adverts, tells you a lot about the regulatory capture of the NY Fed by Goldman Sachs)
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