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Macro & Markets
- World energy watchdog fears 1970s oil crunch as Mid-East regains stranglehold – Telegraph, AEP
- ‘Too big to fail’ banks must hold 18% safe assets – Nikkei Asian Review
- Who’s behaving rationally in iron ore, steel? Everybody and nobody – Reuters, Clyde Russell
- IEA sees oil below $80, what could go wrong? – Reuters, John Kemp
- Negative Interest Rates the New Normal Next Time Economies Slump – Bloomberg
- The global economy is losing resilience to protect itself against negative shocks, Moody’s warns – Financial Post
- Short-sighted monetary policy and fear of liftoff – VoxEU
- Why are swap rates below bond yields? – FT.com
- EM slowdown is third and last wave of crisis – FT.com
Asia
- China’s industrial production falls to six-month low – Telegraph
- China’s Shanshui Cement to wind up after failing to pay debt – SCMP
- Risks mount for China’s banking sector as debt burden weighs on small lenders – SCMP
- China’s not-so-slow growth – Nikkei Asian Review
- China Rebalancing Takes Hold as Output Slows, Retail Sales Jump – Bloomberg
- China’s Crackdown on Financial Markets Gets Top-Level Support – NY Times
- Japan’s Lost Decade Has Lesson for Those Dreading China Slowdown – Bloomberg
- Why Hong Kong’s property bubble looks set to deflate – CNBC
- China’s ‘too big to fail’ banks face $400B capital call – CNBC
- China exchange scandal raises concern, jolts global markets – Nikkei Asian Review
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Europe
- Greek debt deal would encourage mass write-off calls in Spain, claims finance minister – Telegraph
- Anti-austerity lawmakers oust Portugal government – CNBC
- THE EUROZONE: DEFLATIONARY BOOM OR DEFLATIONARY BUST? – Pieria
- The growing intergenerational divide in Europe – Bruegel
- The macroeconomic effects of the Eurozone’s fiscal consolidation – VoxEU
- Europe’s other taboo: reform of the ECB – Mainly Macro
- Portuguese Politics Takes the Lightening Rod from Greece – Marc to Market
- UK unemployment plummets to lowest in more than seven years – Telegraph
Americas
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- Decline and Fall of America’s Working Class – Bloomberg, Noah Smith
- Americans are piling on record debt – CBS
- Leverage, Goodwill and Forex Are ‘Eating’ U.S. Firms, Goldman Says – WSJ
- This $13 trillion question is more important than ever – Washington Post, Larry Summers
- CMHC chief says foreign buyers may be behind ‘substantial portion’ of luxury home sales – Financial Post
We are here (or thereabouts)
- Senate repeals tax secrecy law after ‘astroturf’ revelations – Fairfax…..time for full disclosure of who is paying tax and where, and who isn’t…….
- Senate setback offers Coalition an ultimatum on multinational tax changes – Guardiian
- Fortescue Metals Group gets protest vote against remuneration report – Fairfax…and Twiggy says prices are heading south….
- It’s time to talk inflation (and why it should rise) – ABC, Jericho
- Private health insurance: The pros and cons of community rating – ABC
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…and furthermore…
- India Is Caught in a Climate Change Quandary – NY Times
- Harvard startup uses science to “unshrink” your clothes – CBS
- U.S. announces criminal charges in massive 2014 JPMorgan hack – Washington Post
- CHARTING PUBLIC OPINION ON THE FUTURE OF THE WELFARE STATE – Pieria
- The uncertain decline of the natural rate of interest – Bruegel
- Rebalancing finance – VoxEU
- Is US Monetary Policy Made in China? – Project-Syndicate, Eichengreen
- A company’s battle to show it was a victim of abusive short-selling – Economist
- Can Foreign Exchange Intervention Stem Exchange Rate Pressures from Global Capital Flow Shocks? – Peterson Institute
- Dampening the Global Risk Appetite Cycle Using Macro-prudential Tools – Economic & Political Weekly