Global Macro / Markets / Investing:
- Investor euphoria and economic reality are set to collide in 2017 – SCMP
- CME seen needing second wind in EU wheat battle with Euronext – Reuters
- A $55 Billion Manager Who Bought at Market Low Returns to Cash – Bloomberg
- As yuan weakens, Chinese rush to open foreign currency accounts – Reuters
- What Would You Do with $2.2 Trillion Dollars? – Economonitor…corporates should be told to spend or be taxed…
- The big winners in commodities — and why the rally will run into 2017 – Market Watch
- Goldman Warns China Outflows Rising in Both Yuan Payments, Forex – Bloomberg
- No hawks, no doves, only consensus: How central banks set interest rates – VoxEU…they live in a bubble too?…
Americas:
- Nine New Findings About Inequality in the United States – NY Times, Picketty
- US homebuilder confidence leaps to 11-year high – SCMP
- Vancouver’s interest-free loans for homebuyers risk fuelling debt binge and even higher prices – Financial Post
- Why Rex Tillerson will be a friend to Canada, but not necessarily to Russia – Financial Post
- How a new breed of activist is damaging economic growth, one project at a time – Financial Post
Europe:
- Privat investigations: PrivatBank lending practices threaten Ukraine’s financial stability – BNE Intellinews…the benchmark for oligarchs trashing a nation…
- Free Cash in Finland. Must Be Jobless. – NY Times
- UK jobs market to defy Brexit gloom in 2017, says CBI – Telegraph
- Britain urged to increase cyber security in financial services – Reuters
- Concern grows in Greece over Turkey’s intentions – Ekatherimini…well, Erdogan has just slapped a lot of officers in the can…
Asia:
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- In India, a Clash at the Top of the Tata Empire Gets Ugly – NY Times
- Forex reserve safety concerns mean China ‘unlikely to massively sell US debt’ – SCMP
- Shanghai’s November home price falls for first time in 21 months as China’s control measures bite – SCMP
- Inflation, weak yuan feed prospect of China rate hike – Nikkei Asian Review
- China November home prices rise 12.6% from a year ealier, monthly growth halves – Nikkei Asian Review
- Gone in 60 Seconds: Chinese Snap Up Dollars as Yuan Tanks – Bloomberg
Trans-Tasman:
- Turnbull terminates Abbott-era programs to prop up midyear economic forecast – Guardian
- Victoria handed just 7.7% of federal infrastructure cash – Fairfax…that is a reaming…
- AAA credit rating safe for now, but Australian Government warned after MYEFO – ABC
- Why Australia’s AAA credit rating is doomed – ABC, Verrender
- The tale of two parliamentary housing inquiries – Fairfax, Pascoemeter
- Government abandons plans to outsource ASIC registry – Fairfax…a win for veracity, courtesy of Michael West, Greg Jericho and Macrobusiness…
- Budget update: bad news now in the hope of good news in May – Fairfax
- Copyright shake-up: What you see and hear could be about to change – Fairfax
- Greg Hunt offers Alcoa new power station in bid to save Portland smelter – Guardian…Victoria’s biggest export earner, and it’s going…
- Behold the high-tech desert tomato – Nikkei Asian Review…great stuff and in Australia!…
- Tax the house? It’s worth a look – NZ Herald
- Federal Government failure and State Government responses – Pearls & Irritations, MacCallum
Other:
- A drone has been equipped with feathers to increase its precision during flight– Ecole Polytechnique
- Astronomers observe mysterious dimming of a young nearby star – Physics.org
- New Study Shows Potential To Reverse Aging Process In Mice – Value Walk…I’m hanging out for some youthful mice…
- What the death of an oak tree can teach us about mortality – Aeon
- Can you pick out the fake news stories that duped millions of people this year? – Market Watch
- Aleppo evacuations resume after buses attacked and burned – Guardian
- The tragic, unsurprising fall of Aleppo – LA Times
- Despair and Debauchery in Assad’s Capital – Der Spiegel…the nutters new best mate is whoopin it up…
- Lessons From a Dark Year in Syria – Bloomberg
- Thousands leave east Aleppo as evacuations continue – Al Jazeera
- Russia Wins in a Retreat on Climate Change – Bloomberg…maybe why the nut fraternity love Putin all of a sudden (apart from the fact he isn’t Hillary)…
- The Profligate, Profitable World of Sports Agents – Der Spiegel…good read…