Global Macro / Markets / Investing:
- Jamie Dimon on Finance: ‘Who Owns the Future?’ – Bloomberg
- The Rise and Fall of a Commodities Hedge Fund King – Bloomberg
- Greenspan: I Haven’t Been Optimistic in Quite a While – Bloomberg
Americas:
- Larry Summers: Donald Trump is a serious threat to American democracy – Washington Post
- Donald Trump ditched free market ideology for nationalism – VOX
- Angry Americans: How the 2008 Crash Fueled a Political Rebellion – Bloomberg
- The rise of American authoritarianism – VOX
- Donald Trump Killed the GOP. Here’s How Republicans Can Bring It Back to Life – Slate
- The case for infrastructure spending — now – CBS News
- Argentina Reaches Deal With Hedge Funds Over Debt – NY Times
- Next U.S. Recession May Not Be a Biggie But Could Be a Long One – Bloomberg
- Why unemployment benefits should be extended in recessions: US evidence – VOX
Europe:
- Europe’s Biggest Oil Hub Fills as Ship Queue at Seven-Year High – Bloomberg
- Supercore Inflation Guides ECB as Oil Muddies Price Outlook – Bloomberg
- Euro-Area Unemployment Drops to 4-Year Low Amid Stimulus Debate – Bloomberg
- Eurozone unemployment rate falls to 10.3% – BBC
- Krugman: Europe Stalls – NY Times
Asia:
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- China to lay off five to six million workers, earmarks at least $23 billion – Reuters
- Japan Sells 10-Year Bonds at Negative Yield For the First Time – Bloomberg
- In Japan, the Government Gets Paid to Borrow Money – WSJ
- China’s state-owned Zombie economy – FT
- Why China’s Economy Will Be So Hard to Fix – Bloomberg
- China’s PMI Reports Show Slowdown Deepening as Services Slip – Bloomberg
- China just announced one of the largest single layoffs in history – Quartz
- Deposits in Malaysian Leader’s Accounts Said to Top $1 Billion – WSJ
Trans-Tasman:
- The truth and negativity in the negative gearing debate – Inside Story… Tim Colebatch. Excellent read.
- The boomer supremacy – The Monthly… Another excellent read
- Abbott puts tax squeeze on Turnbull – Canberra Times
- CSIRO cuts ‘disturbing’ for those left – Canberra Times
- Pensioners are ‘demanding too much’ from taxpayers – Canberra Times
- Greens feel pressure of Coalition deal – Canberra Times
- Weak $A stokes record tourists’ spend – Canberra Times
- Doctors share blame for a sick budget – The Age
- PM stalls Abbott’s submarine plan – The Australian
- Malcolm Turnbull leaves room to retreat on negative gearing changes after a warning from his predecessor – The Australian
- Pressure on LNG prices: report – The Australian
- Age Pension ‘at breaking point’ – The Australian
- Supermarkets tackle Aldi head-on – The AFR
- LNG ‘power shift’ as buyers gain upper hand – The AFR
- ‘Company tax cuts good for workers’ – The AFR
- Abbott leads revolt on tax, negative gearing – The AFR
- Glencore doubles down on asset sales – The AFR
- Retirees win big in the generation games – The AFR
- NZIER doesn’t see OCR cuts looming like banks do – Interest.co.nz
- Kiwis still getting it on the house – Interest.co.nz
Other: