Global Macro / Markets / Investing:
- Economics on Buying vs Renting a House – Marginal Rvolution
- Are US Stocks Overvalued? – piie.com
- BofA: The Oil Crash Is Kicking Off One of the Largest Wealth Transfers In Human History – Bloomberg
- Millennials Are Starting to Change the Stock Market – Bloomberg
- IPO market comes to a standstill – WSJ
- The Citi market-crash clock says it’s 5 minutes to midnight – Business Insider
Americas:
- How Trump Did It – Politico
- Fischer Fed Reserve Speech – Federal Reserve
- Fed’s Fischer says markets might be right after all – MarketWatch
- Fischer Says Fed’s Next Decision Unclear Amid Global Uncertainty – Bloomberg
- The Fed Did Not Make A Mistake In December – Macro and Other Market Musings
- What might the next US recession look like? – FT
- Has the Most Reliable U.S. Recession Predictor Lost its Value? – Bloomberg
- Puerto Rico Proposes 46% Reduction of Debt in Restructuring – Bloomberg
- Changes in Labor Participation and Household Income – frbsf.org
Europe:
- European financial structure and growth revisited – VOX
- The EU’s mask has slipped: Political union is all that matters – cityam.com
- Why we’re not safe from Grexit yet – Politico
- Dutch police are training eagles to take out drones – The Verge
- The U.K. Economy’s Hidden Achilles’ Heel – WSJ
- Time for a new Lamfalussy moment – European Union
Asia:
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- Nearly one million investors may have been fleeced in China’s latest Ponzi scheme – Quartz
- Arrests in China over $7.6bn Ponzi scheme – FT
- Currency War: U.S. Hedge Funds Mount New Attacks on China’s Yuan – WSJ
- Worst month since 1991: new home sales in Hong Kong plunge 80 per cent in January – scmp.com
- Where is China’s central bank chief? Doubts over yuan’s direction grow, but no-one’s seen or heard from Zhou Xiaochuan – scmp.com
- Japan’s negative rates: the China connection – coppolacomment.com
Trans-Tasman:
- Sharp yuan devaluation will hit commodity prices – Canberra Times
- GST push gathers steam – Canberra Times
- Negative gearing not analysed – Canberra Times
- Exodus to New Zealand: Kiwis fleeing back home, joined by Australians – Canberra Times
- Backpacker tax will hurt jobs, tourism – Canberra Times
- BHP credit rating cut one notch by S&P – Canberra Times
- Iron ore price approaches Roy Hill’s threshold – Canberra Times
- Banks face rising costs as resources fall – Canberra Times
- Voters abandon Shorten – The Australian
- Property bounce hides weakening market – The Australian
- Why the Libs will win the election – The Australian
- Megaprojects fail to take off – The Australian
- SMSF residential property loans: their days may be numbered – The Australian
- Growing appetite for larger GST – The Australian
- NSW apartment standards will kill affordability in Victoria, warns architect Craig Yelland – The AFR
- Santos needs gas, not hot air – The AFR
- Labor’s tobacco plan a ‘budget risk’ – The AFR
- Government mulls late release of tax package – The AFR
- Scott Morrison’s GST games – The AFR
- Labor, Greens slam Government’s handling of IR bill – ABC
- Uber delivers $81m in consumer benefits: report – ABC
- SMSF residential property loans: their days may be numbered – Business Spectator
- Auckland’s ‘Big Long’ – Interest.co.nz
Other:
- Do Elite Colleges Lead to Higher Salaries? Only for Some Professions – WSJ
- Will we have a renewables revolution? It may be closer than you think – NY Times
- The faster we can do away with cash, the better – Bloomberg View
- Economics of Free Parking – Conversable Economist