Global Macro / Markets / Investing:
- Why Bear Markets Are So Painful – A Wealth of Common Sense
- Banks Cutting Most-Experienced Bond Traders in Fixed-Income Cull – Bloomberg
- Mapped: Why negative interest rates herald new danger for the world – The Telegraph
- Progress in the global war on poverty – csmonitor.com
- ’The Great Reset’: Venture capitalists and startups have shifted from greed to fear – Business Insider
- There is worse to come as QE loses its impact – FT
- Gold bugs prosper in negative yielding world – FT
Americas:
- One of the most important budget graphs you’ll ever see – Washington Post
- Why Does U.S. Productivity Look So Abysmal? Not Mismeasurement, Paper Says – WSJ
- The Fed and the dollar shock – FT
- Clinton confronts Nevada blowback – Politico
- What Would Happen if Bernie Sanders Taxed Wall Street? – WSJ
Europe:
- Here’s Why ECB and BOJ Can’t Copy Danish Negative Rate Success – Bloomberg
- ECB ready to act, keeps eye on bank stocks, oil prices: Draghi – Reuters
- Four signs another eurozone financial crisis is looming – FT
- Bundesbank Slashes German Inflation Forecasts on Oil Slump – Bloomberg
- Nailing the EU lies – on both sides of the Brexit divide – standard.co.uk
- How much equity capital should UK banks have? – VOX
- ECB in talks with Italy over buying bundles of bad loans – Reuters
- Cologne: Only three out of 58 men arrested over mass sex attack on New Year’s Eve are recent refugees’ – The Independent
Asia:
Advertisement
- FT Alphaville chat with Michael Pettis – transcript – FT Alphaville
- How to think about the Capital of China – FT Alphaville
- China’s latest trade data are much worse than anyone expected – Quartz
- China’s Bad Loans Rise to Highest in a Decade as Economy Slows – Bloomberg
- Yuan Rises Most Since 2005 as PBOC Voices Support, Raises Fixing – Bloomberg
- Renminbi enjoys biggest one-day gain in more than a decade – FT
- Getting Money out of China by Losing in Arbitration – chinalawblog.com
- Hong Kong has probably lost HSBC’s headquarters for good—and Beijing is to blame – Quartz
- China Favors Flexibility in Managing Yuan – WSJ
Trans-Tasman:
- Tax breaks on rentals and super unfair to young – Canberra Times
- Negative gearers aren’t poor, Scott – Canberra Times
- Calls for ‘inefficient’ work for dole to be scrapped – Canberra Times
- Coal hanging in there, for how long? – Canberra Times
- Labor’s tax policy is courageous – The Age
- Soaring income tax load hits workers – The Australian
- Treasury struggles with super forecasts – The Australian
- Aged Pension an inheritance scheme – The Australian
- Super policy battle lines form – The Australian
- Gearing plan to trigger big price falls – The AFR
- Labor gearing plans may panic investors – The AFR
- Aussie negative gearing dream under attack – The AFR
- Liberal MPs wary of negative gearing changes – The AFR
- Negative gearing: changes in tax policy on are on the table – ABC 7.30 Report
- Tax debate turns to negative gearing on investment properties – ABC Lateline
- Interview: Tony Burke, Shadow Minister for Finance – ABC Lateline
- Revolt brewing on Auckland housing supply plan – Interest.co.nz
Other:
- Wolff: Print’s dead — but so is digital – USA Today