Macro, Markets & Investing
- Coal Industry Casts Itself as a Clean Energy Player – NY Times
- Copper’s Price Surge Won’t End Soon – Bloomberg
- Rising policy uncertainty driving slowdown in global trade: World Bank – Business Times
- Against the tide: The return of the euro? – Euromoney
- Zinc rally may have further to run as supply shortfall bites – Reuters
- Funds prepare $2 billion oil market play as supply tightens – Reuters
- Understanding the global role of the US economy – VoxEU
- What Is Pushing the Oil Prices Down? – Economonitor
Asia
- Devaluation becoming inevitable for falling yuan – Nikkei Asian Review
- Freight rates up sharply on surging demand – Nikkei Asian Review
- Singapore manufacturing loses steam in January, but recovery on track – Nikkei Asian Review
- Why secretive North Korea is edging towards a new crisis – Telegraph
- Massive investment planned in ‘Made-in-China’ industrial robots – SCMP
- Hundreds arrested in China crackdown on ‘underground banks’ – SCMP
- China regulators work together to tackle shadow banking in latest sign of integration – SCMP
- Art of the Trade Deal: China-Championed Pact Faces Tricky Talks – Bloomberg
- Foreign investors eye Iran’s grocery sector – BNE Intellinews
- China Begins Efforts to Tame Asset Management Industry – Caixin
- Debate Over Government’s Role in Economy Actually Began in Ancient China – Caixin
Europe
- UK workers’ wages fell 1% a year between 2008 and 2015, TUC says – Guardian
- Hi-tech financial firms flee UK amid doubts over Brexit – Guardian
- Suspicious minds to keep Chinese farmers from milking Russia – BNE Intellinews
- Euro zone economy: real recovery or another Sirens’ song? – Reuters
- Pound Drops as May Said to Prepare for New Scottish Referendum – Bloomberg
- Brexit should drive integration of EU capital markets – Bruegel
- Should we worry about Greek banks? – Bruegel
- Tony Blair’s Democratic Insurrection – Project-Syndicate, Kaletsky
- The EU is in bad shape, but the euro is a well-managed currency – CNBC
Americas
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- The Big Question for the U.S. Economy: How Much Room Is There to Grow? – NY Times
- What to buy and sell as the Canadian and U.S. economies head in different directions – Financial Post
- To Keep U.S. Jobs, Chip Makers Share a Factory and Pin Hopes on Trump – NY Times
- Brazil’s central bank attacks ‘spread bancario’ – Euromoney
- Buffett Stings Hedge Funds Anew Over Their `Misbegotten’ Rewards – Bloomberg
- How U.S. Health Care Was Built by a Series of Accidents – Bloomberg
- What it means for the Fed as inflation wakes from Rip Van Winkle slumber –Market Watch
- In America’s heartland, the American Dream is in crisis – CBS
- Cayman Islands vote could pull back veil of secrecy for businesses – CBS
Terra Incognita
- Malcolm Turnbull faces growing discontent from the middle, not just the fringes – ABC, Verrender…good read. If someone wanted to do Turnbull slowly you could just leave him to himself…
- Australian Council of Social Service calls for slashing tax breaks for property investors – ABC
- Company profits surge to record highs as worker wages go backwards – Fairfax
- Forget the banks – health insurance makes them look like amateurs – Fairfax… Pascoemeter is right…
- 100 per cent renewable energy network affordable, secure and ‘off the shelf’: study – ABC
- Government green bank receives funding request for $1.2 billion coal-fired power plant – Fairfax
- Australia’s 2016 gold output highest since 1999: survey – Reuters
- Business investment is weak, but an unfunded company tax cut won’t fix it – The Conversation
- In the rooms of power and ordinary people, Bligh’s banking appointment is a masterstroke – The Conversation
- Push for longer hours makes headlines, but more Australians want to work less – The Conversation
- How the Property Council is shaping the debate around negative gearing, taxes. – Pearls and Irritations, Gurran & Phibbs…everybody should be aware of this…
- Commonwealth can, and must, do more on housing and homelessness – Pearls and Irritations, Cameron
…and furthermore…
- The ‘Death Tax’ Deserves to Live – Bloomberg, Smith…worth a read…
- Windfarms aren’t the real reason energy bills are rising. Blame the free market – Guardian
- Assailing the White House From Hollywood’s Glass House – NY Times
- Amazon Deforestation, Once Tamed, Comes Roaring Back – NY Times
- For Millionaire Immigrants, a Global Welcome Mat – NY Times…and no questions asked…
- North Korea making switch to hired assassins – Nikkei Asian Review
- Why a toxic workplace is now a much bigger liability for companies – Washington Post
- A major security flaw means you have to change your passwords again – Washington Post
- Follow the money: The impact of natural resource windfalls on the financial sector – VoxEU
- On the fickleness of capital flows – VoxEU, Eichengreen et al…very good read…
- How Imports Boost Employment – Project-Syndicate