Global Macro / Markets / Investing:
- White House Walks Back Timing, Size of Tax Cuts; Puts Stock Rally in Jeopardy – Fox Business
- Put Globalization to Work for Democracies – NY Times
- DALIO: ’I don’t think we’re going to have a radical change in the economy’ – Yahoo
- How Asset Managers Are Adapting to Exchange-Traded-Funds – Alpha Architect
- Austerity in the aftermath of the Great Recession – VOX
- Too Late to Compensate Free Trade’s Losers – Project Syndicate
Americas:
- Trump: ’We’re not going into Syria’ – NY Post
- Trump Scraps Tax Plan, Searches for Republican Support – News Max
- Time for Republicans to start worrying about 2018 – McClatchy
- The Feds Get Caught in the Crossfire Between Students and Debt Collectors – Bloomberg
- Which party will control the House after 2018 midterms? – Predictit
- Job openings hit 7-month high: Economy in trouble? – CNBC
- Sessions signals immigration crackdown: ’This is the Trump era’ – Politico
- Undocumented Immigrants Who Commit Crimes Face Tougher Policy – WSJ
- If Everyone Is So Confident, Why Aren’t They Borrowing? – WSJ
Europe:
- Brexit: Britain’s Prohibition – Flip Chart Fairytales
- Russia Caves In on Bitcoin to Open Front on Money Laundering – Bloomberg
- A decade after the banking crisis, nothing has changed inside the City – The Independent
- This Is How Germany Sees Brexit – BuzzFeed
Asia:
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- Trump Issues New Warning to North Korea – WSJ
- Trump Will Break Promise on China Currency, Schwarzman Predicts – Bloomberg
- Trump Isn’t Wrong on China Currency Manipulation, Just Late – NY Times
- China Emerges as Powerhouse for Biotech Drugs – WSJ
- North Korea state media warns of nuclear strike if provoked – Reuters
- Chinese Blame America for United Airlines – Foreign Policy
- What it’s really like to work in a Chinese mega-factory, according to a student who spent 6 weeks there – Business Insider
- North Korean ships head home after China orders coal returned – Reuters
- China Is Playing a $9 Trillion Game of Chicken With Investors – Bloomberg
- China Regulator Warns Banks Away From Speculative Activity – WSJ
Trans-Tasman:
- Two-thirds of Australians support gay marriage – QZ
- Turnbull slammed for “sucking up” to Adani, as business pushes 50-year life for coal plants – Renew Economy
- Labor resists pressure for $900 million loan: ‘Adani coal mine should stand on its own two feet’ – The Age
- Coalition says wind turbines increase emissions, more coal needed – Renew Economy
- It’s not too late to save Great Barrier Reef from politicians – New Scientist
- Almost half of all Centrelink robo-debt notices sent to private debt collectors – The Guardian
- Federal Government fails to name supporters of cashless welfare card trial – ABC
- One-third of Australians are being underpaid superannuation – The Guardian
- NSW land titles registry leased for $2.6 billion to Hastings Funds Management, First State Super – The SMH
- Corporations warned to stop using small businesses as ‘cheap banks’ by delaying payments – ABC
- Cormann stares down One Nation’s demand to cut $600m from ABC – The Guardian
- New missile protection system for troops to cost $2 billion plus $1b running costs – SBS
- Voters aren’t buying the Coalition’s business-as-usual approach – and anger is radioactive – The Guardian
- NZ banking system ‘relatively resilient to negative shocks involving a housing correction’ – Interest.co.nz
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Labour’s mainstream monetary policy proposals – Interest.co.nz
- ‘House prices can’t drop’ – Labour – Interest.co.nz
Other: