Global Macro/Markets
- Oil trading in Asia reaches inflection point – Reuters, Clyde Russell…good read…
- Why Metal Prices Are Likely to Remain Weak for a While – WSJ
- World’s big economies plead for Fed rates rise – NZ Herald
- Trichet to Fed: Ignore the IMF, World Bank – CNBC
- Pursuit of China’s oil prize hots up as Iran returns – SCMP
- “Trading the gap” give insiders a big advantage in stock trades. And it’s perfectly legal. – Washington Post
- Commodity prices to remain weak – Nikkei Asian Review
- Coals answer to decade low prices is even lower prices – Bloomberg (whocoodanode)
Asia
- China says impact of crackdown on margin financing should be limited – SCMP
- Fed interest rate timing still unclear but most experts tip further China rate cuts and devaluation of yuan – SCMP
- What will happen when prices in China tumble, as they must? – Market Watch
- The threat from China’s deflating farm prices – Nikkei Asian Review
- ASEAN must choose between China, US and a third way – Nikkei Asian Review
- China builds another huge airstrip in the South China Sea – SCMP (interesting….)
Europe
- Europe in disarray: Borders close amid migrant crisis – CNBC
- German economic optimism drops sharply in September – CNBC
- Is the UK now more likely to leave the EU? – CNBC….the possibility would have to be factored in at the moment….
- UK inflation drops back to zero in August – Telegraph
- Merkel calls for emergency summit on refugees – Bloomberg
United States
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- Seven years on from Lehman Brothers collapse, it’s time for Fed to raise rates – Guardian
- U.S. and Chinese Climate Change Negotiators to Meet in Los Angeles – NY Times
- Which Fed Leaders Fear Inflation? Look at When They Grew Up – NY Times
- Goldman calls on Fed to launch another QE plan – Market Watch (well they would, wouldnt they!)
- Fears grow over US stock bubble – FT
Australia
- Stay-at-home parents to receive more money as Nationals, Liberals strike deal – Fairfax
- Ten economic events leading up to the Abbott spill – The Conversation
- Joe Hockey defies pressure to go voluntarily as Malcolm Turnbull sworn in as PM – Fairfax
- Malcolm Turnbull must outline his version of economic reform – ABC…in a nutshell, yes…
- Turnbull leadership promises more nuanced Australian foreign policy – Nikkei Asian Review
- Vicious cycle topples Australian leaders – FT
- PM Turnbull needs to create a new positive Australian narrative – Fairfax
- Malcolm Turnbull touted as a more likely tax reformer than Tony Abbott – Fairfax
- Joe Hockey has been a good treasurer with our best interests at heart – Fairfax
…and furthermore…