Global Macro / Markets / Investing:
- Vanguard investment chief sees near 50-50 chance of recession in 2020 – Reuters
- Plunge in crypto sets stage for Facebook and other tech giants to hire blockchain experts – CNBC
- Inflation: Stress-Testing the Phillips Curve – FRBSF
- The 34-Year-Old Hedge Fund Manager Who Bet Everything On A Stock That Tanked – Forbes
- This Options Bet Helps Tame Markets, but There Are Risks – WSJ
Americas:
- Mnuchin’s team dwindles amid exodus from Treasury – Politico
- Millions of Americans could be stunned as their tax refunds shrink – Washington Post
- Americans’ Confidence in Their Finances Keeps Growing – Gallup
- Letting Trump Impose Tit-for-Tat Tariffs Would Be Disastrous – Bloomberg
- Republicans Admit Everything They Said About Obama Was a Lie – NY Mag
- The Case Against ‘Border Security’ – NY Times
- America’s 1% Hasn’t Had This Much Wealth Since The Roaring Twenties – Real Investment Advice
- Inflation: Stress-Testing the Phillips Curve – Bloomberg
- The real reason conservatives are suddenly freaking out about ‘socialism’ – Washington Post
- America Isn’t Building Enough New Housing – Bloomberg
- What Really Ails American Capitalism – WSJ
Europe:
- Why A No-Deal Brexit Is Now May’s Fallback Plan To Save Her Party – Huffington Post
- Here’s the right lesson liberals should learn from Scandinavian ‘socialism’ – Washington Post
- The Case for a Significant German Stimulus Is Now Overwhelming – Council on Financial Relations
- Jeremy Corbyn called for European Union to be ’defeated’ – Talk Radio
- UK growth cools sharply amid drop in industrial output – FT
- UK firms investing billions abroad because of Brexit new CEP research finds – UK in a Changing Europe
- Italian Populists Target Huge Gold Reserves and Some Cry Foul – Bloomberg
Asia:
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- China’s Demographic Danger Grows as Births Fall Far Below Forecast – WSJ
- Air NZ plane forced to turn around after airline forgot to remove reference to Taiwan – Stuff
- Trump Shouldn’t Take the Easy Way Out Over China – Bloomberg
- Two Large Chinese Borrowers Miss Bond Payments, Sources Say – Bloomberg
- Foreigners invest record $9bn into Chinese stocks in January – FT
- For Chinese Startups, an Economic Slowdown Brings a ‘Freezing Winter’ – WSJ
Trans-Tasman:
- Scott Morrison has hinted he could revoke a $200m agreement with Bob Katter for Queensland water projects if the maverick sides with Labor – The Guardian
- Labor extends lead over Coalition 55%-45%, Guardian Essential poll shows – The Guardian
- Tim Wilson to assess at least 97 franking credit inquiry submissions he helped write – The Guardian
- Scott Morrison has formally hit the panic button – New Daily
- Rebel Sport, Supercheap Auto owner underpaid staff $32m – Brisbane Times
- Sydney’s underdeveloped night-time economy means city misses out on $16b, report finds – The SMH
- Labor seeks inquiry into firm’s donations to Liberals despite financial trouble – The Guardian
- Leyonhjelm leaves Liberal Democrats national executive after nasty spat – The SMH
- Labor warns Coalition bill to strip terrorist of citizenship is ‘unconstitutional’ – The Guardian
- Centrelink call centre stats show dramatic improvement, CPSU calls it a ‘con job’ – The Mandarin
- Transurban earns $1b in first half as road toll revenue jumps – The SMH
- Scott Morrison thinks cutting taxes is ‘economics 101’. As an economist, I beg to differ – Richard Denniss
- Chinese billionaire blasts ‘giant baby’ Australia’s anti-China agenda in rare interview – ABC
- Major changes needed to Reserve Bank governance – Interest.co.nz
Other:
- Plummeting insect numbers ’threaten collapse of nature’ – The Guardian