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Global Macro/Markets
- The US interest rate dilemma – BBC Video
- Picketty is history says Morgan Stanley as labour supply shrinks globally – BI (interesting thesis)
- Rethinking government debt and sovereignty – Naked Capitalism
- Goldman Sachs sees long bear market in oil – Bloomberg
Europe
- Ukraines quietly revolutionary debt restructuring – Beyondbrics
- On the edge of Europe more refugees are reaching this idyllic Greek island – WaPo
- Greece induced market chaos only matter of time – AFR (I thought that was finished?)
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Asia
- China warns against supporting Taiwan’s independence – IBTimes
- Flow dynamics, lots of money is leaving China – The Economist
- HSBC Chairman defies everyones gloomy outlook on China – BI (except the RBA)
- China’s master plan to defeat the F-22 and F-35 – WIB (good luck with that)
- Its not 1997, there is no SE Asia currency crisis – Bloomberg (or tanks in Baghdad?)
United States
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- Richest Americans are winning the economic recovery – Bloomberg (Economy of the billionaires…)
- As record number of Americans – nearly 50 million – live in poverty – ZH (…by the billionaires…)
- Median wages now stagnant for two decades – Naked Capitalism (…for the billionaires)
- Looks like Carly Fiorana won the GOP looney tune debate overnight – WaPo (anyone but Trump, or Cruz, or Huckabee..anyone)
Australia
- An omen for Australian house prices – Business Spectator, Callam Pickering
- QLD MPs who backed PM Turnbull push for patrol boat contract in Cairns – AFR (anything to stave the LNG slump)
- The Member for Net Worth has a $200 million portfolio with a near MB like allocation – AFR (smart and active investor old Mal, and MB reader…)
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…and furthermore…
- Some pretty cars from the Frankfurt Motor Show – Bloomberg
- Can Pope Francis stem the tide of those leaving the Catholic Church – FT
- Can DNA fills gaps in our history – Science Daily (Fascinating)
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