Markets, Macro & Investing
- As Oil Nations Consider a Freeze, Looking for Tensions to Thaw – NY Times
- Institutional investors are too hedged to slow rising yen – Nikkei Asian Review
- You can now be positive on commodities, and that’s a big change – Reuters, Clyde Russell
- These countries could threaten Doha oil deal – CNBC
- Demand for World Bank loans rises dramatically – CNBC
- The 30-year-old Saudi who could scuttle oil deal – CNBC
- China No Longer Epicenter of Volatility to Brokers’ Dismay – Bloomberg
- How Japan Became a Hedge Fund Wasteland – Bloomberg
- A Fake Freeze on Oil Is Good Enough – Bloomberg, Bershidsky
- JPMorgan: The Grave Danger Behind Investment Concentration – Value Walk
- Has the World Entered a Period of Secular Stagnation? – Caixin
- IMF Likely To Trim 2016 Global Growth Forecast As Headwinds Persist – IB Times
- The Catch-22 That’s Gripping Markets – WSJ
Asia
- China’s equity-swap tonic for toxic loans could make things worse for domestic banks – SCMP
- New China consumption tax seen as encouraging mainlanders to spend more at home, less abroad – SCMP
- Japan demand still weak despite negative rate policy – Nikkei Asian Review
- Olivier Blanchard eyes ugly ‘end game’ for Japan on debt spiral – Telegraph
- Decline and fall: the broken dreams of a Chinese coal-mining city struggling to address industrial overcapacity – SCMP
- When it comes to economic challenges, is China more like 1990 Japan than 1997 Thailand? – SCMP
- Policy tightening has little impact on Shenzhen luxury home market – SCMP
- Japan Aso: To take steps on yen rise as needed if speculative moves seen – CNBC
- It’s Never Been This Hard for Chinese Debtors to Pay Interest – Bloomberg
- Bankruptcies From Japan Corporate Scandals Rise to Record: Chart – Bloomberg
- The Outlook for Market Economy Status for China – Peterson Institute
Americas
Advertisement
- Goldman Sachs pays $5 billion to settle allegations it sold shoddy mortgages – Washington Post
- Goldman Mortgage Settlement Is Much Less Than Meets the Eye – NY Times
- Crackdown on tax cheats to generate $2.6B, Canada Revenue Agency says – Financial Post
- Oil bust leaves energy industry, real-estate sector locked in battle over empty oilfield worker camps – Financial Post
- Low Gas Prices Expose Flaw In U.S. Fuel Economy Standards, As Gains Fall Short Of Expectations – Forbes
- Goldman Sachs to pay $5.1 billion for deceptive mortgage practices – CBS
- Currency Fluctuations Hit More North American Firms’ Earnings, Data Show – IB Times
- Puerto Rico Debt Crisis: Island Unveils Proposal To Restructure Debt As Bond Default Looms – IB Times
- Chinese Scions’ Song: My Daddy’s Rich and My Lamborghini’s Good-Looking – NY Times
Europe
- ‘I own a £2m buy-to-let and earn £143,462’: Our Money Makeover for the Camerons – Telegraph
- Who stands to lose out from ‘Brexit’? Goldman Sachs, for one – Market Watch
- Italy’s banks to get a state-backed $5.7 billion backstop – Market Watch
- K. inflation hits highest in more than a year – Market Watch
- EU to make big firms come clean on tax – BBC
- THE SIX-PACK (AKA TSCG): EU MANDATE FOR BAD ECONOMIC POLICY – Pieria
- Spanish government discretionary fiscal deficit rises and real GDP growth returns – Bill Mitchell
- 000.000.000 euro: the German current account surplus in 2015 with the world, Europe and the euro zone is a scandal. Part 1 – Flassbeck-Economics
- Regulation is to blame for England’s surging house prices – Voxeu
- The Eurozone’s Zeno paradox – and how to solve it – Voxeu
Terra banksterus
- ‘It would cost them seats’: Banks refuse to rule out mining tax-style campaign against royal commission – Fairfax…game on – corporate fascism is here, front and square…
- Does Whyalla’s real estate nightmare have broader lessons? – Fairfax…lessons the government doesn’t want you to think about and the banks want you to pay for?…
- Clive Palmer referred to ASIC over Queensland Nickel collapse – Fairfax
- Negative gearing report: financial services firm had vested interest, says Labor – Guardian
- Australian mining jobs becoming rare commodity – Nikkei Asian Review
- Arrium: Grant Thornton set to be replaced by Ansett administrators KordaMentha – ABC
- Bank royal commission: ASIC’s Greg Medcraft plays down need for inquiry – ABC
- A banking royal commission could end the insanity – ABC
- Lessons for Turnbull on the banking royal commission – ABC
- Why it is good policy, not bad politics, to ignore bad modelling on negative gearing – The Conversation
- Why Australia does not need a royal commission into the banking industry – The Conversation
- Aussie Bond Yields Are in a Global Race to the Bottom – Bloomberg
- Reserve Bank of Australia Needs To Weaken AUD: Capital Economics – Value Walk
…and furthermore…
Advertisement
- Why US universities are changing what they look for in students, and how Asians are affected – SCMP
- Bob Hawke calls for euthanasia to be made legal in Australia – Guardian
- Trade deficits and jobs at the ZLB – Bruegel
- Arms Control Groups Urge Human Control of Robot Weaponry – NY Times
- Understanding Negative Interest Rates – Sober Look
- Failure Of The War On Cash – Value Walk
- Big Cities With The Highest Rent – Value Walk…the rents and median incomes of the US, worth looking at in comparison to here…
- Virtual reality is on the verge of widespread rollout – Nikkei Asian Review
- Panama is everywhere – Flassbeck-Economics…he is right…
- Rising urban inequality and segregation and the role of the state – Bill Mitchell
- The dirty little secret that data journalists aren’t telling you – Washington Post
- The Real ‘Panamas’ Of Tax Havens… Are Not In Central America – Constantin Gurdgiev
- For leading tax haven lawyer, there’s nothing wrong with protecting assets offshore – Financial Post
- Are the Panama Papers really such a scandal? – ABC, IPA Man…if it makes such sense for Chinese investors to have offshore companies why do we accept cash from them without questions?…