Global Macro / Markets / Investing:
- Trend-Following CTAs vs Alternative Risk-Premia – The Hedge Fund Journal
- He Was Once a Macro God. Now Alan Howard Wants to Be More Than That. – Institutional Investor
- Uber to Seal $3.1 Billion Deal to Buy Careem This Week – Bloomberg
- Tesla analyst cuts Model 3 forecast, now sees bear market in stock ahead – CNBC
- New Tesla CFO quickly moves to rebuild depleted finance team – MarketWatch
- BIS: Why does financial sector growth crowd out real economic growth? – BIS
- The Yield Curve Is Inverted! Remind Me Why I Care – Bloomberg
- Low Interest Rates, Market Power, and Productivity Growth – NBER
- Did Hyman Minsky find the secret behind financial crashes? – BBC
Americas:
- Why Stephen Moore is unfit for the Fed – The Economist
- Most Americans don’t think Trump is in the clear yet on Russia, new poll finds – NBC News
- New York’s $175 billion budget deal announced – these are the highlights – Times Union
- Florida utility to close natural gas plants, build massive solar-powered battery – Ars Technica
- Note from America: War Spending Is Bankrupting The USA – True Publica
- Trump Tax Cut: “What a colossal, corrupt waste.” – NY Times
Europe:
- UBS Banker Spied on Eurostar Neighbor to Crack $15 Billion Deal – Bloomberg
- Markets seem to underestimate threat of Brexit – Reuters
- France Becomes The First Country To Ban All Five Pesticides Linked To Bee Deaths – Herbs Info
- Opposition ‘has narrow lead’ in Turkish capital – BBC
- Ukraine election: Comedian is front-runner in first round – BBC
- Slovakia’s first female president hails victory for progressive values – The Guardian
- Leaders hint Poland will not fully apply EU copyright law – Washington Post
Asia:
Advertisement
- McKinsey: what can we expect in China in 2019? – McKinsey
- Chinese GDP may be overestimated by 1.7% and investment and savings rate overestimated by 7% – Brookings
- Chinese Banks Record Fundraising Signals Industry Jitters – Bloomberg
- China Finalizes Rules for New Technology Exchange in Shanghai – Bloomberg
- Uyghur man bids to save ‘most extraordinary mom in the world’ from Chinese camp – Global Voices
- ‘I felt like a slave:’ Inside China’s complex system of incarceration and control of minorities – The Glob & Mail
- Hong Kong: Thousands march against China extradition proposal – DW
Trans-Tasman:
- Scott Morrison to buy back Telstra, merge with NBN to deliveur TBN – IT Wire
- Australian property downturn spreads as most capital cities record falling values – ABC
- The budget’s getting better, but the economy’s getting worse – The SMH
- Labor bringing back ‘carbon tax’ with new climate change policy, Cormann says – ABC
- Are Australia’s efforts to reduce emissions enough to meet our Paris target? – ABC
- Up to four in five of “congestion busting” infrastructure projects announced by the Morrison government are flowing to Liberal-held seats the government needs to hold at the election – The SMH
- Tasmania set to drift outside of Australian waters within 40 years: report – National Geographic
- Chinese-Australians have had a gutful of politicians’ tokenism – The Age
- Low-income earners will ‘get no benefit from tax cuts’, Coalition warned – The Guardian
- From irreverence to irrelevance: the rise and fall of the bad-tempered tabloids – The Conversation
- What is the last day Scott Morrison can call the election and when will it be? – ABC
