Global Macro / Markets / Investing:
- JPMorgan Moves Closer to Urging a Rotation Away From Equities – Bloomberg
- Imagine Wall Street Without Jamie Dimon and Lloyd Blankfein – Bloomberg
- Leveraged ETFs Are Moving Markets Again – WSJ
- What’s the Biggest Trade on the New York Stock Exchange? The Last One – WSJ
- The Bitcoin Fad Is Fading—for Now – Bloomberg
- Is The US Stock Market Overvalued? Depends on which Model You ask – Alpha Architect
- Amazon: The Making of a Giant – WSJ
- This Commodity Investor Is Hoarding the World’s Cobalt Supply – Bloomberg
- Tesla’s Make-Or-Break Moment Is Fast Approaching – WSJ
- The Purpose of an IPO Has Changed – Bloomberg
- Billionaire Alan Howard Makes a Bet on Cryptocurrencies – Bloomberg
Americas:
- Trump decides to remove national security adviser, and others may follow – Washington Post
- U.S. appeals court voids Obama-era ’fiduciary rule’ – Reuters
- Kudlow Is a Sign Republicans Are Out of Economic Ideas – Bloomberg
- Larry Kudlow may have been more wrong about the economy than anyone alive – Washington Post
- Kudlow Warns Fed Against Hiking Fast as He Jumps to White House – Bloomberg
- Kudlow Plunges Into New Role as Trump’s Economic Warrior – Bloomberg
- US housing department adviser quits amid questions of fraud and inflated biography – The Guardian
- This Is What Record-Low Unemployment Looks Like in America – Bloomberg
- Senate Passes Bill Easing Banking Rules – WSJ
- Will Employment Keep Growing? Disabled Workers Offer a Clue – NY Times
- In Their Push to Lure Amazon, Cities Face Unintended Demands – WSJ
- A key engine of the economy is flashing a warning sign – Business Insider
Europe:
- Russian Hackers Attacking U.S. Power Grid and Aviation, FBI Warns – Bloomberg
- The euro area’s fiscal position makes no sense – Ft Alphaville
- Dark underbelly of the European financial system is being exposed – The Times
- Going Dutch: Unilever Picks Rotterdam Over London for Headquarters – WSJ
- Treasury sanctions ’Putin’s chef,’ other Russians over 2016 election hacking – CNBC
- ECB Gets Tougher on Bad Loans Amid Banks’ $1 Trillion Pile – Bloomberg
- Europe Tightens Screws on U.S. Tech Amid Trans-Atlantic Tensions Over Trade – WSJ
Asia:
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- North Korea nuclear reactors show new signs of activity – CNN
- Nobody’s Trading 10-Year Japanese Government Bonds – WSJ
- China Tech Titan Alibaba Plans Stock-Market Homecoming – WSJ
- China’s Holdings of U.S. Treasuries Drop to Six-Month Low – Bloomberg
- Abe knew of document doctoring days before public admission – Nikkei
- China Bars Foreign Fund Managers From Selling Products That Invest Offshore – WSJ
Trans-Tasman:
- Anti-Adani protesters say $80k in fines ‘out of balance’ with miner’s $12k pollution penalty – ABC
- Labor’s hit on share dividends meets fairness test – The SMH
- South Africa ‘offended’ over Peter Dutton’s white farmers comments, demands retraction – ABC
- Peter Dutton’s offer to white South African farmers started on the far right – The Guardian
- Australian workers ‘grin and bear’ it in silent workplace bullying epidemic – ABC
- PM’s gaffe-prone son stirs up trouble at Goldman Sachs – The SMH
- Wesfarmers to demerge its Coles supermarket chain in search of better return – ABC
- ACCC sues Equifax for misleading consumers just days after US Govt – Reuters
- Sydney more expensive to live in than London and New York, study finds – The Guardian
- SIMEC Zen Energy to build world’s biggest battery near Port Augusta, overtaking Elon Musk’s facility. – Radio Australia
- Indonesian President: Australia should join ASEAN – The SMH
- Australia is denying student visas, says Chinese government – The Age
- Espionage bill still threatens many despite defences for media, Law Council says – The Guardian
- Australian real estate group Mirvac to put 10kWh batteries in more than 900 homes – Energy Storage
- Homeless and Rental Housing Crisis Tasmanian Summit-What Do You Expect In Your State? – ABC
- Poor misunderstood Exxon faces unfair Senate grilling – Michael West
- ACTU’s business-bashing ads fall off the back of a bus – The Guardian
- ‘The same features that attract legitimate capital make NZ equally attractive to illicit capital’ – Interest.co.nz