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Grace Cossington Smith, The Bridge in Building, 1930, NGA
….Small one this week, better late than never…..(I will be out of action for a month or so)
Macro, Markets & Investing
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- China’s banking stress looms like Banquo’s Ghost in Davos – Telegraph, AEP
- Falling prices, tighter credit expose emerging economies’ vulnerabilities – Nikkei Asian Review
- ‘Too Big to Fail’ Banks Thriving a Few Years After Financial Crisis – NY Times
- Is the world suffering from a leadership crisis? – CNBC
- Middle East prepares for a post-oil era – CNBC
- Why much cheaper oil isn’t all good news – Telegraph
- Oil’s whiplash above $30: dead cat bounce or double-bottom base? – Reuters
- Moody’s puts 175 commodity firms on review over bleak outlook – Reuters…one way to make a point, will commodity nations be next?…
- Hoarding in plain sight 2016: the importance of Chinese stockpiling – Bonddad
- How a Further Fall in China’s Yuan Could Shake the World – Bloomberg
Asia
- China’s premier admits nation faces tough economic road ahead – SCMP
- Don’t blame China for these global economic jitters – Guardian
- China risks capital slipping out bitcoin back door – Nikkei Asian Review
- Fears grow over Chinese economy as new jobs dry up in tech sector – SCMP
- Big Bad China – Soberlook…good overview…
- China is running out of options as foreign reserves drop – Bruegel…good read…
- Kuroda calls for China to impose tighter capital controls – FT.com...ominous when it comes from the Japanese…
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Europe
- Mario Draghi denies that ECB bazooka is empty amid fears QE is turning toxic – Telegraph, AEP
- Retail data and borrowing figures pile pressure on George Osborne – Guardian
- Google Pays Britain $185 Million to Settle Back Taxes – NY Times
- EU leaders consider two-year suspension of Schengen rules – Telegraph…the beginning of the end?…
- Sensitive UK jobs report leaked by government department – Telegraph
- Europe’s Third Challenge – Economonitor
- Markets Don’t Trust Draghi to Reverse Europe’s Sinking Inflation Forecasts – WSJ
- How Will Russia’s Economy Survive 2016? – Peterson Institute…the old fashioned Russian way, by telling ordinary Russians to toughen up…
- A financial side to a macroeconomic story: macro imbalances and financial integration in the euro area – Bruegel…very good read…
- Repression or Reform, Putin Must Decide – Bloomberg, Bershidsky….post 2018 is when the hard Russian decisions will be made…
- Toss a Derivatives Grenade Into Portugal’s Bond Mess – Bloomberg...the bank bail in carries a number of implications…
Americas
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- Canadian securities regulators review Vancouver real estate ‘crowdfunders’ after SCMP report – SCMP…crowdfunding real estate purchases from China, anywhere else?….
- The global oil glut is going to get worse — and it will be all Canada’s fault – Financial Post
- U.S. oil and gas industry continues to lose jobs – CBS
- Home Resales Rallied in December, and Prices Rose as Well – NY Times
- U.S. home purchases rebounded in December – CBS
- $5 a head: The great Canadian cauliflower crisis – CNBC
- White people have least confidence in the American Dream – Market Watch
- THE (UNEVEN) DIGITIZATION OF THE US ECONOMY – Pieria
- Failed Talks Raise Specter of Biggest Default in Puerto Rico Crisis – NY Times
Terra Incognita
- Five reasons we are not heading for recession – Fairfax…fears are overblown, really?…
- Grange Resources confirms 55 workers will lose jobs – ABC
- Woodie Woodie manganese mine in Pilbara to close with loss of almost 400 jobs – ABC
- How is Scott Morrison performing as Treasurer? – Fairfax…not as overtly incompetent as Bariatric Joe, but no obvious indication of competence of policy cojones either…
- Malcolm Turnbull extends huge lead over Bill Shorten in first poll for 2016 – Fairfax
- The hazards on Turnbull’s high road – Fairfax, Gordon…the early election question is worth thinking over, but the public service is PMTs risk if going early…
- Vital Signs: economy limps towards more rate cuts – The Conversation
- Super reform tinkers around the edges, while ignoring the fundamental flaw – The Conversation
- Apartment building is booming, so betting on a rate cut isn’t as safe as houses – Guardian, Jericho
- Japan bid favorite as Canberra mulls decision – Nikkei Asian Review
- Experts calm on WA wheatbelt land sale to China: “They can’t take it with them” – Fairfax
- Apartment building is booming, so betting on a rate cut isn’t as safe as houses – Guardian, Jericho
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…and furthermore…
- How driverless cars could kill the speeding ticket — and rob your city – Washington Post
- What’s behind crazy markets? Fed’s “mixed message” – CBS
- Carefully Considering Pension Payment Options – NY Times
- How the Bernanke Fed Decided to Pump Billions Into the Economy – NY Times
- Banking’s ‘Uber moment’ is a ‘big threat’ – CNBC…cannot come soon enough…
- Cables, sharks, and the geography of the foreign exchange market – VoxEU…fascinating…
- The ECB and the Fed: A comparative narrative – VoxEU…worth a look…
- A Scary New Superbug Gene Has Reached at Least 19 Countries – Bloomberg
- All at sea: Ideological divisions in economics undermine its value to the public – Economist…now the Economist tells us?…
- Drones, self-driving tractors may make life easier on the farm – Nikkei Asian Review