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Macro, Markets & Investing
- The Trump ‘bubble’ skeptics are getting louder, but when — or if — it pops is anyone’s guess – Financial Post
- Preparation underway for Donald Trump, Xi Jinping to meet at G20 summit in July, sources say – SCMP
- OPEC searching for proof oil output cuts working – SCMP
- Federal Reserve minutes point to rate hike ‘fairly soon’ – Reuters
- Fed minutes hint at US rate increase ‘fairly soon’ – SCMP
- From Trump the Nationalist, a Trail of Global Trademarks – NY Times
- Trump Scorns the IMF’s Globalism, and Now He Gets to Vote on It – Bloomberg
- German Two-Year Yields Fall to Record as Haven Demand Persists – Bloomberg
- Kostin: “We are approaching the point of maximum optimism” – ValueWalk
- 3 Reasons Why You Should Consider Buying Gold – ValueWalk
- Why world trade growth just saw its fifth straight decline – Market Watch
- Why oil prices will never return to $100 a barrel, in one chart – Market Watch
Asia
- Chinese policymakers stuck in a trilemma – Nikkei Asian Review
- China’s banks could hit customers by passing on the costs of high loans – SCMP
- Chinese investors’ offshore appetite still ‘huge’ despite curbs on outflows, says Guotai chairman – SCMP
- China cotton growers fear cuts in vital subsidies – Nikkei Asian Review
- Dark mood overshadows Singapore’s economic view – Nikkei Asian Review
- China moving to renew coal mining curbs – Nikkei Asian Review
- Disrupting the disruptors: Singapore rattles sharing economy with rule change – Reuters
- Four China Regulators Acting as One Shows Shift in Curbing Risk – Bloomberg
- China’s economy is dangerously close to unraveling – Market Watch
- China’s Weapons of Trade War – Project-Syndicate
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Europe
- EU’s ‘currency nationalism’ could splinter world’s financial system, warns Bank of England deputy – Telegraph
- Britain’s Brexit pain is just beginning, and it’s about to get a lot messier – SCMP
- UK economy picks up in late 2016 but signs of Brexit hit appear – Reuters
- Why the Dutch Turned Against Immigrants – Bloomberg, Bershidsky
- Italy Warned by EU Over High Public Debt With Spillover Risk – Bloomberg
- European integration and populism: Addressing Dahrendorf’s quandary – VoxEU…well worth a look…
- In search of a European solution for banks’ non-performing loans – VoxEU
Americas
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- With NAFTA in Trump’s crosshairs, Mexico’s border factories brace for the unknown – Washington Post
- ‘The tide has turned against them’: B.C. LNG projects likely stranded beyond 2020 amid global glut – Financial Post
- Existing US home sales soar to 10-year peak in a sign of economic strength – SCMP
- Some Fed Officials Support Moving Faster to Raise Interest Rate – NY Times
- Silicon Valley Tried to Upend Banks. Now It Works With Them. – NY Times
- Most Americans don’t know the truth about crime – Washington Post
- Fudged Numbers Won’t Make the U.S. Grow Faster – Bloomberg, Smith
- Mnuchin says a stronger dollar is a ‘good thing’ in the long run – Market Watch
- The absolute dominance of the U.S. economy, in one chart – Market Watch
Terra Specufestorus
- The 10,000-Mile Journey To Short Australia – Bloomberg…starting with WBC…
- Victoria demands answers from AEMO for blackout risks during NSW heatwave – Fairfax
- Penalty cut a win for business but it is ‘WorkChoices-dangerous’ for Malcolm Turnbull – Fairfax
- Forget what you’ve heard about coal. Electricity prices are going up regardless – Fairfax
- Penalty rates cut ‘evens up the playing field’ for small business – Fairfax
- Business investment ‘disappointing’, pointing to weak GDP growth – ABC
- ERM Power, Alinta Energy opt for penalties rather than meeting renewable energy requirements – ABC
- With record low wages growth, workers don’t need anymore ‘flexibility’ – Guardian, Jericho
- Tax avoidance: Coalition starts consultation over register for shell companies – Guardian
- Medical specialists – high fees and poor accountability – Pearls and Irritations, Menadue…far too many Australian medical specialists are protected from genuine competition…
- Solving our Housing Problem – Pearls and Irritations, Levein…worth a look…
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Sundries
- Which Country Punishes Productive People The Most? – ValueWalk
- Learn To Spot ‘Alternative Facts’ In Science – ValueWalk
- Globalisation and economic nationalism – VoxEU
- Where Crony Capitalism Rose and Prosperity Fell (and Vice Versa) – Bloomberg
- What ‘Billions’ Gets Right About Insider Trading – Bloomberg
- The WTO Reborn? – Project-Syndicate
- Trump’s pro-globalisation critics miss the key questions – Pearls and Irritations, James