Global Macro / Markets / Investing:
- Ethanol acts as lone bright spot amid China commodity gloom – Reuters
- Doubt Starts Chipping Away at the Market’s Mind-Set – NY Times
- How developing countries are paying a high price for the global mineral boom – Guardian
- Interest rates must rise sooner rather than later, says Kristin Forbes – Telegraph
- Doomsday clock for global market crash strikes one minute to midnight as central banks lose control – Telegraph
- Back to fundamentals in emerging markets – Nikkei Asian Review
- Has U.S. Treasury Market Liquidity Deteriorated? – NY Fed
- Bond market liquidity: should we be worried? – moneyandbanking.com
- World shipping slump deepens as China retreats – Telegraph
- A Global Recession May Be Brewing in China – WSJ
North America:
- Is the Dollar Going on Summer Vacation? – Marc to Market
- Who Is Actually Forming New Households? – berkeley.edu
- It’s Like 2009 for Some Asset-Backed Securities Rattled by the Fed – Bloomberg
- Racial Wealth Gap Persists Despite Degree, Study Says – New York Times
Europe:
- Rush for dual-nationality passports as EU migrants fear Brexit – Guardian
- UK economy: inflation forecast to remain at 0% – Guardian
- Europe’s Curious Debt Edge Over the U.S. – WSJ
- Greek Senior Bank Bonds Fall on Dijsselbloem Bail-In Comment – Bloomberg
- A New Approach to Eurozone Sovereign Debt – Yanis Varoufakis
Asia:
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- China’s central bank sets currency mid-price higher for second consecutive day – SCMP
- China’s banks work overtime to soften bad-debt rates – SCMP
- China does not want ‘currency war’ with west, says central bank economist – Guardian
- Japan economy shrinks in second quarter in setback for ‘Abenomics’ – Reuters
- Malaysia might pay for downplaying manufacturing – Nikkei Asian Review…Australia will pay more…
- The real reasons why China devalued – Nikkei Asian Review…good read…
- Japan CPI basket turns to the elderly and pets – Financial Times
Local:
- ‘Policy seems to have fallen off the table in Canberra’: Macquarie Group chairman Kevin McCann – Fairfax
- Immigration raids Pie Face following reports of exploitation of 457 workers – Fairfax
- Leaked Senate report calls for ATO to name and shame multinational tax dodgers – ABC
- A royal commission into banks could end two scandals – ABC, Verrender
- Indonesia poised to run out of Australian beef – Fairfax
- Why it takes leadership to explain a GST increase – Fairfax, Pascoemeter…why not really lead and address Negative Gearing, CGT, and Super reform?…
- Shift to services boosts exports and jobs – Fairfax, Gitto…is Gitto a bonghead?…
- NAB puts 40 postcodes on credit watchlist – Fairfax
- Retirement dreams a mismatch with savings reality – Fairfax
- Goldman says iron ore to slump 30pc on supply, steel outlook – Fairfax
- More to attack on industry fund governance than meets the headline – Fairfax, Pascoemeter
- APS strugglers to lose thousands to PPL cuts – Fairfax
- Number of unemployed geoscientists reaches highest level since 2009 – ABC
- Hockey promises tax avoidance bill – Canberra Times
- Australia lacklustre on climate change – Fairfax
- Govt handed double dissolution trigger – The Australian
- Cartels are operating on your watch – The Australian
- Leadership talk starts to hit Liberals – AFR
- Super debate shifts to family home’s protected status – AFR
- Keating slaps Howard’s ‘gratuitous aggrandisement’ – AFR
- Move to close $3bn Gorgon loophole – AFR
Other:
- Where Clicks Reign, Audience Is King – NY Times