Global Macro / Markets / Investing:
- Why the Fed Is the Root of Much Market Turmoil – WSJ
- Can lower oil prices cause a recession? – Econbrowser
- Oil, Stocks at Tightest Correlation in 26 Years – WSJ
- Opec official calls for co-operation to stem price collapse – FT
- Junk-Bond Investors to Get Lessons on Covenants as Risks Mount – Bloomberg
- Dalio: Pay attention to long-term debt cycle – FT
- Hedge Funds Had Worst Year Since 2008 Betting on Commodities – Bloomberg
- Why Robots Mean Interest Rates Could Go Even Lower In The Future – Bloomberg
- So Yes, the Oil Crash Looks a Lot Like Subprime – Bloomberg
- Oil Drops as Saudis to Maintain Spending, China Diesel Use Falls – Bloomberg
Americas:
- Saudis ’will not destroy the US shale industry’ – The Telegraph
- ‘The Rise and Fall of American Growth’ – NY Times
- Wal-Mart: It Came, It Conquered, Now It’s Packing Up and Leaving – Bloomberg
- GOP fear and loathing in New Hampshire – washingtonexaminer.com
- Chances of a Fed Rate Increase Fall After Market Selloff – Bloomberg
- Yellen Losing Dollar Bet as its Rise Slows Growth, Inflation – Bloomberg
- Worried About a U.S. Recession? You Shouldn’t Be – Bloomberg
- Cracks Exposed in U.S. Bond Market as Liquidity Woes Warp Prices – Bloomberg
- San Francisco’s Biggest Taxi Operator Seeks Bankruptcy Protection – WSJ
Europe:
- How domestic economic strength can prevail over global weakness – European Union
- The Dutch tech whiz who could save journalism – Politico
- German economists stoke legal showdown with ECB – Reuters
- EU war games: Brexit feasible but talks will be messy – capx.co
- Europe’s migration crisis of 2016 – VOX
- Greece threatened with expulsion from Schengen over migration crisis – Reuters
- Athens hits back at EU plan to ringfence Greece – FT
Asia:
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- The China Shock: Learning from Labor Market Adjustment to Large Changes in Trade – NBER
- Will China’s new “supply-side” reforms help China? – Michael Pettis
- Further, further Pettis on China’s new “supply-side” reforms – FT
- The day Zhao Wei disappeared: how a young law graduate was caught in China’s human rights dragnet – The Guardian
- What a ball pen tells us about China’s manufacturing weakness – ejinsight.com
- Chinese Journalist Seeking Refuge in Thailand Disappears – NY Times
Local:
- Abbott jets to US for far right speech – Canberra Times
- Morrison delivers Turnbull slapdown – Canberra Times
- Call to scrap work-related deductions – Canberra Times
- Dick Smith seeks Asian buyers – Canberra Times
- Hollywood applauds Netflix VPN crackdown – Canberra Times
- ‘Mistake’ behind avocado shortage – The Age
- The truth about our electricity supply is too hot to handle – The Australian
- Scott Morrison to go it alone on tax reform – The AFR
- Holiday homes make bad investments – The AFR
- Home-buying sentiment strong – The AFR
And because it’s Australia Day:
Happy Australia Day everyone.