Global Macro / Markets / Investing:
- Foreign savings: No gain, some pain – VOX
- We’re in a Low-Growth World. How Did We Get Here? – NY Times
- Bond Market’s Big Illusion Revealed as U.S. Yields Turn Negative – Bloomberg
- Hacked Bitcoin Exchange Users to Lose 36% – Bloomberg
- Globalization and its New Discontents – Project Syndicate
- The Rage Against Trade – NY Times
- Crude Slump Sees Oil Majors’ Debt Burden Double to $138 Billion – Bloomberg
- Growth and debt-to-GDP ratios – VOX
Americas:
- Clinton’s Post-Convention Bump Is Holding Steady – Five Thirty Eight
- Multiple staffers help unstable Hillary up stairs – The American Mirror
- Reagan Republican: Trump is the emperor with no clothes – CNN
- Trump pollster: ’There’s a big hidden Trump vote’ – Washington Examiner
- The sinking fantasy that Trump would defend the Constitution – Washington Post
- Brookings, big think tanks push corporate donors’ agendas as cash pours in – necir.org
- 2016 Battlegrounds: Trump keeps it close in Southwest, faces steep climb in Virginia – You Gov
- Major industries with highest employment, by state, 1990-2015 – BIS
- Fed’s Powell warns US at risk of being trapped in low growth – FT
- American Paradox: It’s Never Been Cheaper for Cities and States to Borrow Money…And They Refuse to Do It – WSJ
- Silicon Valley was going to disrupt capitalism. Now it’s enhancing it – The Guardian
- Politician mugged at knifepoint as Rio games continues to be marred by crime – Mirror Online
Europe:
- Think the north and the poor caused Brexit? Think again – The Guardian
- On causes of Brexit – Stumbling & Mumbling
- Households could get fracking payments under government plans – BBC
- Italy’s highest court set to approve referendum: paper – Reuters
- Will Italy be Europe’s next casualty as Renzi risks all on referendum? – The Guardian
- Brexit: This backlash has been a long time coming – VOX
Asia:
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- China’s Marshall Plan – Bloomberg
- China’s July exports, imports fall more than expected – Reuters
- Can India develop without industrialization? – Live Mint
- Mark Hart Bets China’s Currency Will Collapse – Bloomberg
- This Asian Leader Just Made the Best Case for TPP and America’s Role in Aisa – War on the Rocks
Trans-Tasman:
- Aussie IT grads losing jobs to skilled migrants, outsourcers – IT News
- Census 2016: ABS bosses discussed secret plans to crossmatch private data – Daily Telegraph
- Why I won’t be filling in the census tomorrow – Former Deputy Privacy Commissioner of NSW – The SMH
- Nick Xenophon rules out support for removing 18C from Racial Discrimination Act – ABC
- Tony Abbott warns lobbyists creating ‘potential for corruption’ in NSW Liberal Party – ABC
- Documents immigration is fighting to keep secret accidentally released – The Guardian
- It takes Malcolm Turnbull a year to do nothing as prime minister – Herald Sun
- This chart might hold the key to the Australian dollar’s eventual fall – Business Insider
- Abbott government considered $5.5b crackdown on super tax breaks – ABC
- The brutal truth: we’re trashing Sydney’s heritage – The SMH
- Big four banks to face committee shortly – Sky News
- Ausgrid lease prompts foreign reform calls – News.com.au
- Scott Morrison says national security will be put first in decision on Ausgrid sale – The Guardian
- Commonwealth Bank profits tipped to hit $9.5 billion – The Age
- How China’s Real Estate Market Sways Aussie Interest Rates – Daily Reckoning
- Today’s bubble is tomorrow’s black hole – The AFR
- Scott Morrison reveals changes to Coalition’s superannuation reforms – The Guardian
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Time to end banks ability to set their own risk-weightings – Interest.co.nz
- ‘OCR at 1.5% before end of this year’ – Interest.co.nz
- Council staff take scalpel to proposed Unitary Plan – Interest.co.nz
- Unitary Plan the first step on the path to restoring housing affordability – Interest.co.nz