Global Macro / Markets / Investing:
- The Big Long: Making a Killing in Market Everyone Left for Dead – Bloomberg
- The Age of Secular Stagnation – larrysummers.com
- The risky oil ETF that’s super popular with millennials – MarketWatch
- Neel Kashkari: banking on disaster – FT
- The Real Crisis is for Bank Bonds, Not Banks – WSJ
- Fears recede at Glencore as banks line up to join debt restructuring – The Guardian
- Investors Brace for a Financial Crisis Repeat – WSJ
- Negative interest rates are a ‘dangerous experiment’, warns Morgan Stanley – MarketWatch
- How to resolve a systemic sovereign debt crisis – VOX
Americas:
- Your theory of politics is wrong – interfluidity
- The Failure of Money to Buy the Presidential Nomination, in One Chart – Bloomberg
- Poll: Clinton, Sanders in a dead heat for Nevada – CNN
- Donald Trump is now the Republican Party’s establishment-lane candidate – Washington Post
- Fed Frets Corporate Credit Crunch Will Crimp Economic Growth – Bloomberg
- Are We Doomed to Slow Growth? – NY Times
- Republican-Leaning Cities Are At Greater Risk Of Job Automation – fivethirtyeight.com
- Dirty little secret: Insurers actually are making a mint from Obamacare – LA Times
Europe:
- Hard times for Italian banks – Bruegel
- How a Rural Irish Farmer Became a Top Expert on the Euro Crisis – Bloomberg
- ’Islamic Rape Of Europe’: Polish Magazine Splashes ’White Europa’ Girl Groped By Migrant Hands – breitbart.com
- Has Bond E-Trading in Europe Hit the Ceiling? – greenwich.com
- Will Merkel Pay for Doing the Right Thing? – NY Times
Asia:
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- China’s central bank governor Zhou goes on the attack – FT
- Chinese bank hit by $4.9bn loan fraud – FT
- China’s $600 Billion Subprime Crisis Is Already Here – Bloomberg
- Japan Economy Minister: need more data to measure impact of negative rates – Reuters
- Donald Trump keeps bashing China – The Week
Trans-Tasman:
- Australia’s unluckiest public servants – Canberra Times
- ScoMo and the art of the sales pitch – Canberra Times
- Morrison aims low in first budget – Canberra Times
- ‘Make pensioners rely on home equity’ – Canberra Times
- Australia’s economy facing hazards unlike any seen in 20 years: CEDA – Canberra Times
- There’s more than one way to kill negative gearing – Canberra Times
- Danger signs multiply for Vic Premier Daniel Andrews – The Age
- New Zealand’s tax regime is so far ahead of Australia’s – The Age
- Steady jobs growth expected – The Australian
- Morrison: ‘Modest’ tax cuts on the table – The Australian
- Morrison emphatic, details lacking – The Australian
- Malcolm Turnbull can’t afford to upset millions in the middle – The Australian
- PM pushed on $60m steel bailout – The Australian
- Negative gearing cap ‘worth $7b a year’ – The AFR
- Bill Shorten would take an axe to housing investment – The AFR
- Morrison surrenders on tax – The AFR
- Tax reform is not Twenty20 cricket: Morrison – The AFR
- Morrison flags ‘difficulties’ in cutting taxes for May budget – ABC News
- Scott Morrison says there won’t be any big spending cuts this election year – ABC 7.30 Report
- Scott Morrison defends Government’s economic plan – ABC 7.30 Report
- How the rich get richer off super tax concessions – ABC The Business
- Experts slam Govt Land Withholding tax plan – Interest.co.nz
Other: