Global Macro / Markets / Investing:
- How pollsters helped hedge funds beat the pound’s Brexit crash – Bloomberg
- Oil falls on OPEC’s announced output rise, but markets to remain tight – Reuters
- Investors have seen the peak of the U.S. 10-year Treasury yield this year, Morgan Stanley says – Bloomberg
- It’s when markets are running hot that flags need raising – FT
Americas:
- U.S. plans limits on Chinese investment in U.S. technology firms – Reuters
- Perspective | The truth neither side wants to admit: President Trump’s wall will work, but it will mean America has failed – Washington Post
- It’s time to stop voting against our own interests. Asian Americans need to wise up and end our blind loyalty to the Democratic Party – LATimes (considering the radical left are now racially excluding Asian-Americans at universities…)
Europe/Middle East:
- Erdogan Tightens His Grip on Turkey – Bloomberg
- Italy’s public debt, at 130% of GDP, is the highest in Europe – Project Syndicate
- More than half of the EUs leaders met in Brussels Sunday to grapple with a resurgent political crisis over migration that threatens to tear the bloc apart – Global Times
- Why European tension is rising over migrants (again) – Bloomberg
- Italy Threatens to Throw Spanner in European Alternative to Russian Gas – Yves Smith
Asia:
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- North Korea sticks with “new era” pledge despite Trump’s reversal over nuclear threat level – WaPo
- China’s crackdown on shadow banking is leaving otherwise healthy companies starved of funding, says a manager of private equity funds – Bloomberg
- China’s latest policy for deflating the property bubble merely buys time, instead of offering relief – SCMP
- China’s Solar Industry Dims After Subsidy Cuts – Caixin Global
- China blocks HBO after John Oliver parody of Xi Jinping – The Guardian (snowflakes!)
Trans-Tasman:
- Top bank economists have defended RBA’s long stretch of inaction on interest rates and see no case for hiking soon – AFR
- Wealth: the fad that’s failed – The Australian
- ANZ admits ‘causing distress’ to farmers, banking royal commission hears – The Australian
- CBA’s Matt Comyn is cleaning house, and not a moment too soon, argues – Bloomberg
- Australia’s CBA steps up wealth management spinoff amid banking industry scandals – Reuters
Miscellaneous:
- Once again, Disney is at odds with “Star Wars” fans – Bloomberg (Hello there! SOLO was a fun romp, Rogue One’s final act was superb, first act meh, second act pretty good – 5/7 each, but TLJ was a 5/10 and didn’t use the proper archetypes or develop the complex ones fully…)
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Grass-fed Beef — The Most Vegan Item In The Supermarket – Medium (indeed…..)
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