Loading the Jinker, W Lister Lister, 1914 Art Gallery of NSW
Asia
- China pads GDP with spending boost before party congress – Nikkei Asian Review
- China’s economy grew 6.9 per cent in 2017, eclipsing official targets but doubts remain – ABC
- China asked Marriott to shut down its website. The company complied. – Washington Post
- PBOC orders banks to halt services for cryptocurrency trading – SCMP
- China getting more economic bang for its buck from cash lent to firms – SCMP
- China must lower GDP expectations and push SOE reform, says S&P Global Ratings economist – SCMP
- China’s Economic Growth Looks Strong. Maybe Too Strong. – NY Times
- China orders banks to stop financing cryptocurrencies as noose tightens around disrupter – SCMP
- China looks to call bluff on Trump trade action – Reuters
- This Is How China’s Regions Fare in the Fake GDP Data Stakes – Bloomberg
- Capitalism, Socialism or Chinism? – Economonitor
- Reconsidering the ‘China shock’ in trade – VoxEU
- China’s Economy Sees First Growth Pick-Up in Seven Years – Caixin
- India Test Fires Nuclear-Capable ICBM, Poses Major Threat To China – Zero Hedge
- Big News From China: Its Implosion Didn’t Happen – Bloomberg
Americas
- Why the alt-right is winning America’s meme war – FT.com, Tett…very good read…
- Making America’s Deficits Great Again – Project-Syndicate
- Why many companies are giving bonuses — not raises — after the new tax cuts – Washington Post
- The top 10 places people are moving, and how their choices differ by race – Washington Post
- House Passes Short-Term Spending Bill, Setting Up Shutdown Battle in Senate – NY Times
- Senate Democrats Make Hard Turn Left in Warming Up for 2020 Race – NY Times
- Right and Left React to the Prospect of a Government Shutdown – NY Times
- Tax Overhaul Is a Blow to Affordable Housing Efforts – NY Times
- Trump’s plans to remake the Federal Reserve are starting to hit snags – Washington Post
- S. workforce shortages bolster case for Fed rate hikes – Reuters
- Sales of Trump properties suggestive of money-laundering: researcher – Reuters
- The economy, stupid? Trump’s first year – Deutsche Welle
- How the U.S. Ended Up Enthralled by Unions – Bloomberg
- Men Aren’t Exactly Stampeding Back to Work – Bloomberg
- Many Americans are one emergency away from financial disaster – MarketWatch
- Why Is It So Hard for Americans to Get a Decent Raise? – Slate
- After All the Talk About a Skills Shortage in the U.S. Job Market, the Real Problem May Be an Employer Shortage – Slate
- The United States of Petroleum: Government’s secret alliance with Big Oil – Center for Public Integrity
- The Taxing Debate Over Tax Cuts – Economonitor
- The Fed Is Targeting the Wrong Inflation – Bloomberg
- Bank of Canada hikes interest rate on strong economy, but underlines NAFTA risks – Vancouver Sun
- Government shutdown looms as stopgap spending measure appears likely to stall in the Senate – LA Times
- UNRESOLVED: AMERICA’S ECONOMIC OUTLOOK – Intelligence2 (Video)….if you have the time this isn’t a bad debate…
Europe
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- Europe’s Doom Loop in Reverse – Project-Syndicate
- The Electoral Fate of Italy’s Banks – Project-Syndicate
- Not to be sniffed at: more Norwegians turn from cigarettes to snuff – Guardian
- Norway aims for all short-haul flights to be 100% electric by 2040 – Guardian
- France, Germany to make joint bitcoin regulation proposal at G20 summit – Nikkei Asian Review
- Pets and package holidays – how over-65s drive UK consumer spending – Guardian
- As inflation crushes wage rises, banks turn off lending taps to households – Guardian
- IMF’s Christine Lagarde urges more German investments – Deutsche Welle
- Capitalism Is Cozying Up to Britain’s Most Powerful Socialists – Bloomberg
- Microeconomic shocks drive aggregate fluctuations in Europe – VoxEU
- Finance and investment: Europe’s lost decade – VoxEU
- How to reconcile risk sharing and market discipline in the euro area – VoxEU
- The Incredible Shrinking Population: By 2080, Italians Will Be A Minority In Their Own Nation – Zero Hedge
Terra Incognita
- Minerals Council’s masterclass in spin and corporate lobbying – Michael West
- Heatwave tests Australia’s power grid – Reuters
- The coalition is putting the early squeeze on foreign workers – Fairfax
- Could US warrants access Australian data? Microsoft case worries privacy advocates – ABC
- Labor MP David Feeney tells high court he cannot find citizenship papers – Guardian…bill him and the ALP for the time he has spent in parliament since the S44 breaching politicians resigned…
- Household debt ‘extremely elevated’ after hitting near 200pc and tipped to grow – ABC
- Renewable energy investment hits new high, but ‘likely to fall off a cliff’ under NEG – ABC
- ASIC warns advisers over ‘widespread’ false witnessing – Fairfax
- Australia Yields Signal Central Bank Tightening Looms – Bloomberg
- Men discharged from Defence forces found to be at significantly greater suicide risk – Fairfax…an absolute disgrace…
- JPMorgan’s complete guide to everything going on in Australian and global markets – Business Insider…some top class charts from JPM…
- Fraud and scandals costing DIY super funds billions – Fairfax
- Amazon’s labour-hire deal and the impact on collective bargaining – Guardian
- Confidence returns for Australian coal miners – Fairfax
Commodity & Capital Markets
- Municipal bond funds see record inflows to kick off new year – MarketWatch
- Growth and Trend: A Simple, Powerful Technique for Timing the Stock Market – Philosophical Economics
- Economic capital is like pornography — you know it when you see it – Medium, Cam Murray
- China’s major coal province to cut 23 million tonnes of capacity in 2018 – Reuters
- Bitcoin bubble is bursting and has a long way to fall, economists warn – Guardian
- Did the Bitcoin bubble just pop? Here’s how it compares with history’s biggest booms and busts – Financial Post
- Bitcoin isn’t the only bubble — beware of property and shares – ABC
- Pulp prices soaring on tight supply and brisk Chinese demand – Nikkei Asian Review
- Ambitious Indonesian farmers put Java back on the coffee map – Nikkei Asian Review
- Global steel industry’s ‘zombie’ rescue addiction – Platts
- OPEC-Russia oil deal working a bit too well as crude climbs toward $70, renewing threat from Canadian oilsands – Vancouver Sun
- China’s Bond Sell-Off Won’t Signal a Global Bear Market – Bloomberg
- The Fed Is Losing Control of the Financial Markets – Bloomberg
- US 10-year Treasury yield rises to highest level since 2014 – FT.com
- Machines Are Encroaching on Bond Markets’ Last Line of Resistance – Bloomberg
- Higher Yields in 2018 Don’t Mean Market Turmoil – Bloomberg, El-Erian
- IEA Sees ‘Explosive’ Growth in U.S. Oil Output As Prices Rally – Bloomberg…is anyone surprised by this?…
- U.S. faces oversupply of antibiotic-free chicken: Sanderson Farms – Reuters…something to keep an eye out for at the supermarket?…
- China ramps up aluminum output in Dec amid new capacity launches – Reuters
- Shady triangle: Southeast Asia’s illegal fuel market – Reuters
- German agricultural exports hit new high – Deutsche Welle
- BHP second-quarter iron ore output up 3 percent, maintains forecast – Reuters
- ‘Relentless’ growth could see the US topple Russia, Saudi Arabia as world’s largest oil producer, IEA says – CNBC
- Japan Dumping Treasuries Puts Spotlight on Euro-Area Debt – Bloomberg
- Cryptocurrencies: Market manipulation a rising fear – CBS
- World wheat output to fall in 2018-19 for first time in six years – Agrimoney
- The “World’s Most Bearish Hedge Fund” Has A “Stunning” Theory What Happens Next To The Dollar – Zero Hedge
Global Macro
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- The Danger in Today’s Good Economic News – Project-Syndicate
- GDP Should Be Corrected, Not Replaced – Project-Syndicate
- A Few Words on China’s Holdings of U.S. Bonds – CFR, Setser
- This year’s Davos meeting could be the pivot for global trade – SCMP
- Global air traffic at new record: UN agency – Deutsche Welle
- How Economics Survived the Economic Crisis – Project-Syndicate, Skidelsky
- Japan and Europe Start the Central Bank Reset – Bloomberg
- Low inflation for longer – VoxEU
- Competition in the digital age: How to tame the tech titans – VoxEU
- China says the U.S. lacks “objectivity” on intellectual property – CBS
- Why China Likely Won’t Buy Fewer U.S. Treasury Bonds – Michael Pettis
- There’s a new type of economy in town — and some businesses think it could change everything – CNBC
- A rough guide to the World Economic Forum – CNBC…the only people doing it rough in Davos are sleeping in their cars (and are probably journalists)…
- Who are ‘Davos Man’ and ‘Davos Woman’? – CNBC…they like benefitting from corruption, and quite like backrubs…
- Beijing Says U.S. Piracy List Lacks Objectivity, Relies on Third Parties – Caixin
- Investors ignore income inequality at their peril – CBS
- The fall in productivity growth: causes and implications – Bank of England, Tenreyro…very good…
- Which generation has the most debt and the worst credit scores? Hint: It’s not millennials – CNBC
- The case for ending Amazon’s dominance – FT.com
…and furthermore…
- Post-work: the radical idea of a world without jobs – Guardian
- Fighting Cybercrime with Neuro-Diversity – Project-Syndicate
- Embracing the New Age of Automation – Project-Syndicate
- Freedom of Expression and the Flight from Reason – Quillette
- Management changing outlook on employee mental health issues – Financial Post
- ‘Silent boycott’: Gen Ys dump scandal-hit brands but stay quiet about it – Fairfax
- Why Companies Fear Disclosing CEO-to-Workers Pay – Bloomberg…because they are taking employees to the cleaners?…
- The U.S. No Longer Owns the Future of Freedom – Bloomberg, Bershidsky
- Upstream, downstream: Diffusion and economic impacts of the universal product code – VoxEU
- Cancer blood test ‘enormously exciting’ – BBC
- When Pop Culture Sells Dangerous Myths About Romance – The Atlantic
- Cancer Detection: New Blood Test, CancerSeek, Can Spot 8 Varieties – IB Times
- SEDAC Population Estimator (GPWv4) – Mapping the world by population density…worth a look…
- A Genetic Clue to Why Stress Makes People Sleepy – The Atlantic
- Jordan Peterson debate on the gender pay gap, campus protests and postmodernism (Video) Channel 4 News – something to mull if you have a half hour – a TV interviewer self immolate on air (also worth noting what Channel 4 UK title the interview)…
- Jordan B Peterson, Critical Theory, and the New Bourgeoisie – Quillette (refers to above)
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Wreckage, Margot Lewers, 1956, Art Gallery of NSW