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He Sees Himself, Gareth Sansom, 1964 National Gallery of Victoria
China
- China to plough US$361 billion into renewable fuel by 2020 – SCMP…one way to inject stimulus without it leaking offshore…
- China’s small banks vulnerable to bond sell-off, analysts say – SCMP
- Hong Kong’s offshore yuan market under strain as PBOC targets currency bears – SCMP
- China to spend $493 billion on green power by 2020 – ABC
- China hits back at ‘extreme’ tariffs from rival economies – Guardian
- Buyers shrug as China tightens forex rules for overseas property binge – SCMP
- China should let yuan fall, says the latest economist to join call for central bank to change tack – SCMP
- China, Seeking to Stop Weakening of Currency, Issues Restrictions – NY Times
- Yuan fix sees sharpest one-day rise since 2005 – Nikkei Asian Review
- Individuals hit by Beijing’s efforts to stem capital flight – Nikkei Asian Review
- PBOC quizzes bitcoin exchange as yuan slide spooks authorities – SCMP
- China’s three-trillion-dollar question: the yuan or forex reserves? – SCMP
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Asia
- Indonesia Considers Curbs on Negative Research by Banks – Bloomberg
- India Sees Economy Slowing Even Without Modi Shock Cash Ban – Bloomberg
- India’s Cash Woes Are Just Beginning – Bloomberg
Europe
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- Le Pen Aims to Redenominate French Debt in New National Currency – Bloomberg
- Draghi’s German Problem Flares as Inflation Jump Stirs Anger – Bloomberg
- Le Pen Shouldn’t Count On Putin’s Money – Bloomberg
- To Deal With Putin, First Know His Goals – Bloomberg
- Emerging Europe – Russia: Unsecured, untied and not a bond in sight – Euromoney…but if you can see them USD denominated, they have amazing returns…
- Ukraine elites locked in dispute over ‘red lines’ in conflict with Russia – BNE Intellinews
- An anatomy of inclusive growth in Europe – Bruegel
United Kingdom
- Chief economist of Bank of England admits errors in Brexit forecasting – Guardian
- Why has the UK economy defied predictions of doom? – Guardian
- UK services sector grows at fastest pace for more than a year – Guardian
- Sterling’s Post-Brexit Depression Looks Melodramatic – Bloomberg
- The impact of Brexit on Northern Ireland: a first look – Bruegel
- The economic impact of Brexit-induced reductions in migration to the UK – VoxEU
- The effect of foreign investors on local housing markets: Evidence from the UK – VoxEU
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United States
- Job growth slows, but wages rebound strongly – Reuters
- In sign of more hawkish Fed, Evans nods to three rate hikes – Reuters
- US factory activity surges to two-year high in December – SCMP
- Toyota will face ‘big border tax’ if Mexico plant makes US cars, Trump says – Guardian
- Where Trump Sees Economic ‘Disaster,’ Experts See Something More Complex – NY Times
- What the Strong Obama Jobs Recovery Tells Us – Bloomberg, El-Erian
- Obama’s Jobs Legacy, in One Chart – Bloomberg
- Low-Pay Jobs Boom in the Slaughterhouse – Bloomberg
- Ford’s Bow to Trump Benefits Robots, Not Workers – Bloomberg
- US rate hike prospects strong but hazy for 2017 – Nikkei Asian Review
- How much marijuana was sold in 2016? A lot! – Washington Post
- New US car sales hit record high in 2016 – SCMP
- Obama Leaves Behind A Job Market That Is Finally (Mostly) Healthy – FiveThirtyEight
- Wage growth may spur Fed into quicker action – Market Watch
- Wage growth surges, just in time for the Trump presidency – Economist
- Manufacturing in the US: Will Trump’s strategy repatriate highly-paid jobs? – Bruegel
Americas
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- Canada could lose its best energy customer within decade and gain a competitor, EIA predicts – Financial Post
- Obama’s Low-Key Legacy of Success in Latin America – Bloomberg
- Argentina’s Prat-Gay becomes Macri’s fall guy – Euromoney
- Full-time job growth shatters expectations, but don’t call it a trend just yet – Financial Post
- The firm that brought foreign money to the oilsands sees sun setting on Canadian crude – Financial Post
Terra Incognita
- Sussan Ley bought $800k unit from LNP donor on taxpayer-funded trip – ABC…if only she’d chartered a chopper for the trip too…
- Centrelink debts slashed after welfare recipients speak out in media – ABC
- This is what happened when Centrelink called to review my false debt accusation – Guardian
- Why I was wrong on house prices in 2016 – and why I might still be proved right – Guardian, Kouk
- Listen up, Scott Morrison. It’s time to bust the myth of the budget surplus – Guardian
- Centrelink crisis ‘cataclysmic’ says PM’s former head of digital transformation – Guardian
- Trade surplus: Export price jump puts Australia in the black – ABC
- Australia’s economy: The Murphy’s Law forecast for 2017 – ABC
- Data retention laws: Experts warn against opening up metadata to civil cases as telcos renew bid to change laws – ABC
- Australia’s airport plan highlights clash of politics and financial will – Nikkei Asian Review
- Forecast oversupply of doctors to hit this year amid calls to halt imports – Fairfax…well the AMA will have no problems getting the government to clamp down on import numbers…
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Commodities
- Iran capitalizes on OPEC oil cut to sell millions of barrels – sources – Reuters
- Saudis, Russia to diverge on speed of oil output cuts – Reuters
- Weak U.S. soy export sales fuel fears of demand slowdown – Reuters
- Uranium world’s worst commodity in 2016 – Fairfax
- Optimism grows for commodities in 2017 – Nikkei Asian Review
Capital Markets
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- Strong words, subtle moves: how China is fighting to defend the yuan – SCMP
- China’s credit tide recedes to reveal ‘naked swimmers’ – Nikkei Asian Review
- Yuan spikes as China scrambles to stem capital exodus – Nikkei Asian Review
Global Macro
- After Security Meeting, Trump Admits Possibility of Russian Hacking – NY Times….bye bye bromance?…
- What Intelligence Agencies Concluded About the Russian Attack on the U.S. Election – NY Times
- Trump Rhetoric Raises Specter of 1930s-Style Trade War With Asia – Bloomberg
- Brace yourselves for the post-QE era – SCMP…worth a read…
- How climate change in Central Asia is threatening to spark regional conflict – SCMP
- Abenomics in the crucible – Nikkei Asian Review
- China Can’t Quit the Dollar – Bloomberg
- China Can’t Quit the Dollar – Bloomberg
- The West’s Biggest Problem Is Dwindling Trust – Bloomberg
- Country risk review 2016: Populism is risky – Euromoney
- Egyptian importers face bankruptcy after currency float – Reuters
- Trump Tariffs Threaten to Undermine World Trade in 2017 – Economonitor
- The Trump Trade Doctrine and Bilateral Trade Balances – Economonitor
- ‘Peak trade’ is premature – VoxEU
- Doves, hawks … and pigeons: Why central bankers like monetary policy inertia – VoxEU
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…and furthermore….
- Americans can spot election meddling because they’ve been doing it for years – Guardian
- Free Market for Education? Economists Generally Don’t Buy It – NY Times
- IBM releases its annual list of five innovations it says will change our lives within five years – Financial Post
- 5 Economics Terms We All Should Use – Bloomberg
- Rebuild the Fed From the Bottom Up – Bloomberg
- The crack in this Antarctic ice shelf just grew by 17 kilometres. A break could be imminent – Fairfax
- Sexual orientation and earnings: How being in a partnership matters – VoxEU
- Why chickens are twice as big today as they were 60 years ago – Market Watch