Global Macro / Markets / Investing:
- Hedge Fund Ramblings on Risk – markdow.tumblr.com
- Auction houses report falling profits as value of even Picassos tumble – Mail Online
- Investors are unprepared for the future of the market – Business Insider
- Bitcoin’s Capacity Issues No ’Nightmare’, But Higher Fees May Be New Reality – coindesk.com
- The strong case against independent central banks – Mainly Macro
- Largest Drop in S&P 500 EPS Estimate Over First Two Months of a Quarter since Q1 2009 – factset.com
- Mining Collapse Cripples Africa’s Dreams of Prosperity – WSJ
- What Happens After A 10% Market Correction? – Ivanhoff Capital
Americas:
- Tell Party Elites: We’re Sticking With Donald Trump – NY Times
- Cruz, Sanders, Clinton and Trump Score Wins on ‘Super Saturday’ – NY Times
- Donald Trump’s Three Friends in Finance – WSJ
- The Elements of Trumpism – NY Times
- Why Aren’t More Americans Working? – Bloomberg View
- Jim Rogers: There’s a 100% Probability of a U.S. Recession Within a Year – Bloomberg
- Silicon Valley Has Not Saved Us From a Productivity Slowdown – NY Times
Europe:
- Russia ‘stoking refugee unrest in Germany to topple Angela Merkel’ – The Guardian
- Interest rates will probably be CUT and remain on the floor until 2021 – thisismoney.co.uk
- Denmark teaches us some more about the impact of negative interest-rates – notayesmanseconomics.wordpress.com
- QE, inflation and the BoE’s unreliable boyfriend: seven years of record low rates – The Guardian
- Austrian expatriates in Greece condemn Vienna over refugee crisis – The Guardian
- Euro Bears’ Long Wishlist Underscores Extent of ECB’s Challenge – Bloomberg
- Merkel urges Greece to speed up efforts to shelter refugees – Reuters
- Wages will rise slower than forecast by Bank of England, says report – The Guardian
- Germany, Italy call for EU-wide migrant registration system: paper – Reuters
Asia:
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- Chinese Renminbi to be Identified in the IMFs Currency Composition of Foreign Exchange Reserves – IMF
- In New Economic Plan, China Bets That Hard Choices Can Be Avoided – NY Times
- China Raises 2016 Deficit to 3% as Leaders Seek to Boost Growth – Bloomberg
- China PM predicts ‘battle’ for growth as target cut – BBC
- China cuts 2016 growth target amid continued economy concerns – The Guardian
Trans-Tasman:
- The never-ending money laundering review – Fairfax, Michael West….makes the obvious link between money laundering and Australian RE..
- Turnbull backflips on marriage vote – Canberra Times
- PM attacks ‘disgrace’, others plot revenge – Canberra Times
- Australia’s hidden suicide scourge – Canberra Times
- Whopping pensions for retiring MPs – Canberra Times
- IMF chief warns of demographic timebomb – Canberra Times
- Confused by economic modelling? – Canberra Times
- Gittins: What’s driving our stronger-than-expected GDP – Canberra Times… Crap analysis. It’s the bubble, Ross
- Bills to rise as desal gets go-ahead – The Age
- The public knows it’s being fleeced by corporate tax avoidance – The Age
- Qld taxi drivers demand action on Uber – The Australian
- A lot of hot air in talk of Australian housing bubble – The Australian
- Morrison as lost as predecessors – The Australian
- Basel puts banks on notice – The Australian
- Commodity price rebound overdone – The AFR
- Sydney’s construction boom drives prices through the roof – The AFR
- Woodside’s Browse back on the brink – The AFR
- Victoria to switch desalination plant on next summer – ABC News