Global Macro / Markets / Investing:
- Threats to hedge fund managers’ ‘secret sauce’ – FT
- World’s Largest Hedge Fund In Trouble? Bridgewater Pure Alpha Loses Over 10% In Two Weeks – Zero Hedge
- Hedge Fund Citadel Cuts Employees in Wake of Losses – WSJ
- Are Asset Managers Vulnerable to Fire – NY Fed
- Ray Dalio: What Monetary Policy 3 Will Look Like – valuewalk.com
- A Tonic for Millennials’ Pensions Gloom – principlesandinterest
- OECD calls for less austerity and more public investment – The Guardian
- OECD Cuts Global Growth Forecast and Warns of Growing Risks – Bloomberg
- Negative interest rates are a ’gigantic fiscal failure’ – The Telegraph
- The Real Economy Is Talking, but Treasuries Aren’t Listening – Bloomberg
Americas:
- Top Democratic economists don’t think much of Bernienomics. He doesn’t care – VOX
- Trump maintains commanding lead over GOP field – CBS
- Donald Trump Calls Pope’s Criticism ’Disgraceful’ – NY Times
- Surging Cruz Is Big Oil’s New Crush as Donors Cool to Bush – Bloomberg
- Tightening race rattles Clinton World’s nerves – The Hill
- I dare you to read this and still feel OK about tipping in the United States – Washington Post
- Venezuela Hikes Gas Price, Devalues Bolivar as Economy Tanks – Bloomberg
Europe:
- Hungary Central Bank Stockpiles Guns, Bullets Citing Terror Risk – Bloomberg
- Moderate Democrats helped Wall Street avoid regulation in the ’90s. They’re doing it again – VOX
- Europe Leveraged Loans Post Longest Run of Losses Since Crisis – Bloomberg
- Account of the monetary policy meeting – European Union
- Greek reform quality a concern, Cyprus has done well: Eurogroup’s Dijsselbloem – Reuters
- Job losses gather momentum across UK and Europe – The Guardian
- Russia Sees Oil Output Slump in Worst Case Amid OPEC Talks – Bloomberg
Asia:
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- Bank of Japan Baffled by Negative Reaction to Negative-Rate Policy – WSJ
- Japan’s Exports Drop Most Since 2009 as Sales to China Fall – Bloomberg
- For China’s upper middle class, driving for Uber is a cure for loneliness – Quartz
- Don’t Panic About China’s Slowdown, Goldman Says – Bloomberg
Trans-Tasman:
- Bracket creep no longer main problem – Canberra Times
- 367 years of parliamentary experience lost – Canberra Times
- PM, stop dithering on tax reform – Canberra Times
- Government loses plot over coal – Canberra Times
- ‘Real jobs picture’ will force RBA cuts – Canberra Times
- Middle class bickers over negative gearing while thousands of kids go homeless – Canberra Times
- Desperately seeking a confidence lifeline – Business Spectator
- Don’t panic, super members told – The Australian
- Power shift: boomers to gen X in Turnbull’s cabinet – The Australian
- Does Australia need super pile? – The Australian
- Corporate chiefs tackle bureaucracy – The Australian
- The great negative gearing battle – The AFR
- High-rise apartment investments: heaven or hell? – The AFR
- CGT changes would hit the top end more than negative gearing – The AFR
- Unemployment is on the rise again … but how accurate are the official figures? – The Business
- The unsolved Auckland housing puzzle – Interest.co.nz