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A Lord of the Bush, Hans Heysen, 1908, National Gallery of Victoria
China
- China Hits A Fork In The Road – Zero Hedge
- China’s biggest oil group paid chairman $107,000 a year – FT.com…so how would he fund a 50K USD offshore transfer? And how does everyone else?…
- China dilutes US dollar role in currency basket, adds 11 more – Business Times
- China turns to 3.5t yuan rail expansion to boost growth – Business Times
- China’s Money Market Pain Is About to Get Worse – Bloomberg
- China Banking Official Urges Cut to Required Reserve Ratio – Bloomberg
- China Fault Lines: Where Economic Turbulence Could Erupt in 2017 – Bloomberg
- China Turns to $503 Billion Rail Expansion to Boost Growth – Bloomberg
- China to cap 2017 energy consumption at 4.4 bln tonns coal equivalent – Reuters
- Beijing prepares to dissolve ancient grip on salt market – Reuters
- China slashes first round of oil products export quotas – sources – Reuters
- China’s ‘Godfather of Real Estate’ Pitches Reverse Mortgages to Skeptical Elders – CNBC
- 7 Things to Know about China’s Bond Rout – Caixin
- Guangfa Bank Says Its Guarantees of Bond Repayment Faked – Caixin
- Key charts for China in 2016 were all about stimulus, inflation, and the Renminbi – Value Walk
- A China-Watcher’s Guide to 2017 – Bloomberg
- State-owned Sichuan Coal defaults on bond for second time – SCMP
- China’s trade push relies on willingness to open markets – Nikkei Asian Review
- How China Built ‘iPhone City’ With Billions in Perks for Apple’s Partner – NY Times
- China may tighten capital controls as yuan outflow continues – SCMP
- China to take steps to attract foreign investment: state radio – Reuters
- China to increase fiscal spending, cut taxes in 2017: ministry – Reuters
- 2017 likely to prove even more challenging for China – Nikkei Asian Review
- Chinese general is latest to fall in anti-graft probe – Nikkei Asian Review
- Torrent of outbound FDI poses challenges as well as opportunities – SCMP
- Lucky seven? Not for China’s central bank – SCMP
- China’s megacity housing bubble cure has small-town side effects – Boston Globe
- Is the world’s factory ‘hollowing out’ as manufacturers pack up and leave China? – SCMP
- China Hits a Fork in the Road – Digital Finance Analytics…note chart on repo…
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Asia
- Thailand struggles to escape ‘middle-income trap’ – Nikkei Asian Review
- Japan’s current-account surplus undergoing seismic shift – Nikkei Asian Review
- Seoul cuts growth forecast to 2.6% amid political turbulence – Nikkei Asian Review
- HOW OUTSOURCING TRANSFORMED THE PHILIPPINE MIDDLE CLASS – SCMP
- Trump shock hits Asian economies differently – Nikkei Asian Review
- Japan Wants Its Overworked Citizens to Start Weekends Early – Bloomberg
- Singapore casino at risk of Beijing crackdown over capital flight through potential misuse of UnionPay network – SCMP
Europe
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- How PrivatBank billions vanished through Alpine “transit banks” – BNE Intellinews
- ECB holds Popular’s feet to the flames – Euromoney
- Italy criticizes ECB over Monte Paschi capital decision – Reuters
- Let’s Cut Italy Some Slack on Its Big Banking Bailout – Bloomberg
- Spain’s youth come up short – DW
- Euro zone corporate lending hits highest rate since 2009 – RTE
- Bank of Ireland reactivating 500 current accounts a month for those coming home – RTE
- Draghi Limitations Exposed With Inflation Downside Risks in 2017 – Bloomberg
United Kingdom
- Chinese buying London property despite Brexit – Irish Times
- As Brexit looms, it’s time for the scandal of business rates to be properly addressed – Telegraph
- London lags UK as house prices rise steadily in 2016 – Telegraph
- Rising food bills to dent UK high street spending, says top thinktank – Guardian
- What is productivity and why is the UK’s so poor? – Guardian
- British police raid 280 nail salons in slavery crackdown – DW
- Lord King says Brexit brings ‘real opportunities’ – BBC
- Brexit transition deal may avert UK economic ‘catastrophe’ – FT.com
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United States
- What History Has to Say About the Economy Trump Will Inherit – Bloomberg
- U.S. trade gap rises 5.5% in November – Market Watch
- U.S. shale companies to boost spending as banks loosen purse strings – Reuters
- Trump’s Trade Chief Makes a Rookie Mistake – Bloomberg
- The American Public Against Trump – Project-Syndicate
- How Dr. Strangelove Learned to Love Trump – Project-Syndicate
- Trump’s Stimulus Would Strain Tight Labor Market – Bloomberg
- The Trump Penalty – Slate
- Ain’t gonna happen – RWER
- Potential Risks to the U.S. Economy in 2017 – XE.com
- All net jobs in US since 2005 have been non-standard – Bill Mitchell
- Global economic forces conspire to stymie U.S. manufacturing – Brookings
- The Real “Takers” in America: The Unproductive, Rent-Extracting Rich – Evonomics
- Trump Takes Credit for Sprint Plan to Add 5,000 Jobs in U.S. – NY Times
- Faster Growth? Two Things Trump Supporters Won’t Like – NY Times
- For the Trumps, ‘Made in U.S.A.’ May Be a Tricky Label to Stitch – NY Times
- Trump tax reforms could depend on little-known ‘scoring’ panel – Reuters
- Jobless claims tumble 10,000 to 265,000 – Market Watch
- The Lender of Subprime Auto Loans Could Become The Problem – Value Walk
- What RVs Say About the American Economy – The Atlantic
- Donald Trump keeps moving the goal post for economic growth – Washington Post
- The Death of Clintonism – Politico…excellent read….
Americas
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- Brazil extends successful offshore wealth amnesty – Euromoney
- Canada’s economy to lose ground globally as growth stalls at 2% for more than a decade, report warns – Financial Post
Terra Incognita
- Labor ought to stop pandering to millionaires on pensions – Fairfax, Martin…too right…
- A crackdown on welfare while the richest pay no tax? It’s one promise the Liberals kept – Guardian
- One rule for parliamentary pensions, another for the aged and disabled – Fairfax, Pasoemeter
- History suggests Australia could be left behind by the next industrial revolution – The Conversation
- Self-driving, 416-ton trucks are hauling raw materials around Australia – Quartz
- Household solar power producers get creative to counter lower feed-in tariffs – ABC
- Interest rates may fall below US rates in 2017 — will the AUD slump? – ABC
- Damaged power cable shuts down start up of desalination plant – Fairfax
- Tax Office faces explosion of complaints amid thousands of job cuts – Fairfax…and what other ugly pieces of data are being hidden by funding cuts to the ATO?…
- Housing Credit Jumps Again – Digital Finance Analytics
- Bank Home Loan Portfolio Now Up To $1.51 Trillion – Digital Finance Analytics
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Commodities
- Dairy prices – will their recovery continue in 2017? – Agrimoney
- Corn futures – will they ditch their losing streak in 2017? – Agrimoney
- Can coffee futures rally in 2017 too? – Agrimoney
- Palm oil – will output recover in 2017, and send the rally into reverse? – Agrimoney
- Oil traders face ‘big punishment’ if OPEC doesn’t deliver output cuts – CNBC
- China steel prices fall as demand fears return in volatile trade – Reuters
- After a tumultuous year, majority of mining industry ends 2016 on positive note – ABC
- China coal output, demand to rise even as excess under fire – Reuters
- Shale Spending Is Set To Soar – Oilprice.com
- The End Of The Oil And Gas Bankruptcy Wave – Oilprice.com
- Outlook For Coal Unlikely To Improve – Oilprice.com
- The Unsustainable $60 Oil Spike In 2017 – Oilprice.com
Capital Markets
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- Is Beijing’s bond market opening too late and too utilitarian? – SCMP
- Shanghai regulator busts US$2.7b in forex transactions this year – SCMP
- Relationship Between The Dollar And Inflation Expectations Has Completely Reversed Since Summer – Zero Hedge
- Soaring Direct Demand for 7Y Treasury Suggests Great Rotation May Be Ending – Zero Hedge
- The Golden Era of Hedge Funds Draws to a Close With Clients in Revolt – Bloomberg
- Treasury yields are headed up in 2017—the only question is by how much – Market Watch
- Bond Woes in China Raise Concerns of Financial Meltdown – Caixin
- Dollar Flash Crashes On Last Trading Day Of 2016 – Zero Hedge
Global Macro
- Central Bankers Are Losing Faith In Their Own Alchemy – Value Walk
- 3 Men Made Millions by Hacking Merger Lawyers, U.S. Says – NY Times…corporate hacking is a very lucrative business…
- Drowning in Debt – Constantin Gurdgiev…good read…
- The Coming Short-Termism – Project-Syndicate
- What it means if Trump names China a currency manipulator – AP
- Why Are Foreign Nations Dumping US Treasuries – Economonitor
- US acting as global policeman for financial crimes – Business Times
- War on cash gains fresh impetus – Value Walk
- China Would Outlast U.S. in Trade War, Billion-Dollar Fund Says – Bloomberg
- Searching for black swans: Five unlikely events that could disrupt the financial markets – Financial Post
- World’s wealthiest gained $237 billion this year, with Warren Buffett making $11 billion of it – Financial Post
- Banking standards: treacherous political waters lie ahead – Guardian
- The world today looks ominously like it did before World War I – Washington Post
- Why emerging market investors must hold their nerve in 2017 – SCMP
- The Fed is ‘constrained by the rest of the world’: HSBC economist – CNBC
- Beaten-up emerging markets could see more underperformance in 2017 – CNBC
- To hike or not to hike – These are the expectations for monetary policy in 2017 – CNBC
- No more boom and bust in the western world: Berenberg – CNBC…so its just a matter of redistributing whats here?…
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…and furthermore…
- The lesson of Trump and Brexit: a society too complex for its people risks everything – Guardian
- Burger King to cut use of antibiotics in its chicken as part of superbug fight – Guardian
- Why Google doesn’t care about hiring top college graduates – Quartz
- Clean Tech Rises Again, Retooling Nature for Industrial Use – NY Times
- What drones did next: how flying robots will revolutionise work – Telegraph
- Why Mental Bandwidth Could Explain The Psychology Behind Poverty – Value Walk
- ‘Negligible’ link found between executive pay and performance – FT.com
- Universal basic income: the dangerous idea of 2016 – The Conversation
- Keynes Reborn – Project-Syndicate
- Amazon patented a hovering airship warehouse that shoots out delivery drones – Quartz
- Primer: Understanding Inflation-Linked Bonds – Bond Economics
- Geothermal On Steroids: Drilling The World’s Hottest Hole – Oilprice.com
- The case against sugar – Aeon
- Welcome to Terra Sapiens – Aeon
- Return of the White Death: the threat of new strains of TB – Aeon
- How Your Brain Controls the Speed of Time – NYmag
- We’re living through the first world cyberwar – but just haven’t called it that – Guardian…we are going to hear a lot more about it
- Russia’s ‘Grizzly Steppe’ Cyberattacks Started Simply, U.S. Says – Bloomberg
- Why time seems to speed up as we get older – Vox
- Entrepreneurs don’t have a special gene for risk—they come from families with money – Quartz…so they dont have a freakish natural talent that sets them apart from the rest of the human race?…
- the ghost of Saddam still haunts Washington, 10 years after Iraqi tyrant’s execution – SCMP
…and finally…
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Something About This Russia Story Stinks – Rolling Stone, Taibbi…very good read….he is right, everyone is flying blind without some sort of data…
“I have no problem believing that Vladimir Putin tried to influence the American election. He’s gangster-spook-scum of the lowest order and capable of anything. And Donald Trump, too, was swine enough during the campaign to publicly hope the Russians would disclose Hillary Clinton’s emails. So a lot of this is very believable.
But we’ve been burned before in stories like this, to disastrous effect. Which makes it surprising we’re not trying harder to avoid getting fooled again.”