Global Macro / Markets / Investing:
- Are US Stocks Overvalued? – piie.com
- Here is the letter the world’s largest investor, BlackRock CEO Larry Fink, just sent to CEOs everywhere – Business Insider
- Deutsche Bank’s Jim Reid: Just Wait ‘Till Corporate Bonds go Negative Too – Bloomberg
- The End of the New Normal? – Project Syndicate
- Stocks vs. the Economy: Which Ruins Which? – WSJ
- Morgan Stanley: This Is What a World Without Oil Looks Like – Bloomberg
Americas:
- The Fed Wants to Test How Banks Would Handle Negative Rates – Bloomberg
- Fearing lean times, U.S. companies tighten purse strings – Reuters
- Donald Trump Isn’t Real – NY Times
- Donald Trump Comes Out Of Iowa Looking Like Pat Buchanan – fivethirtyeight.com
- US Presidential Election 2016 Betting – paddypower.com
- Sometimes, Iowa Democrats award caucus delegates with a coin flip – desmoinesregister.com
- Remember ‘Liar Loans’? Wall Street Pushes a Twist on the Crisis-Era Mortgage – WSJ
- How Free Electricity Helped Dig $9 Billion Hole in Puerto Rico – NY Times
Europe:
- Euro area unemployment rate at 10.4%; EU28 at 9.0% – European Union
- German jobless rate falls to lowest level on record – Reuters
- Why we’re not safe from Grexit yet – Politico
- These German Vacationers Don’t Take Kindly to the Kinder – WSJ
- Tusk to EU leaders: Here’s the deal – Politico
Asia:
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- China Unleashes New Steps to Control Financial Risks, Outflows – Bloomberg
- Not So Great Expectations for Japan – Strategy Business
- At least 100,000 Chinese new year travellers stuck at railway station – The Guardian
- Nearly one million investors may have been fleeced in China’s latest Ponzi scheme – Quartz
- Inside the Chinese Dissident Community in Thailand – Time
- Nintendo Tries to Convince Investors to Wait as Profit Dives 36% – Bloomberg
- China’s ’hidden’ current account deficit; invoicing decisions and liquidity effects on EMs – concentratedambiguity.wordpress.com
Trans-Tasman:
- Keating slams bigger GST plan – Canberra Times
- Turnbull willing to ditch $30b school ‘cuts’ – Canberra Times
- Outrage as Adani coal mine granted approval – Canberra Times
- Sydney is a ghost town after dark: report – Canberra Times
- Labor push for early gay marriage vote – Canberra Times
- McDonald’s halves its tax bill – Canberra Times
- Flexible work a career killer for men – Canberra Times
- Grandparents want childcare pay – Canberra Times
- 7-Eleven appoints detective for wages fraud – Canberra Times
- Coalition set to target wealthy savers – The Australian
- NZ dollar declines on weak commodities – The Australian
- Voting change planned for Senate – The AFR
- Half the GST rise to go in compensation – The AFR
- Tobacco crackdown may have reached revenue tipping point – The AFR
- How Turnbull can lift the GST and cut the deficit – The AFR
- Flexible work makes men unhappy – The AFR
- The Tesla Powerwall and what it means for Australia’s energy market – ABC News
- Dairy prices weaker than expected – Interest.co.nz
- NZ Govt bond yields stand out – Interest.co.nz