Global Macro / Markets / Investing:
- Bond Investors Win Big Betting on U.S. Consumer – WSJ
- Economic Risks Are High as Chances for Quick Stimulus Narrow – NY Times
- The Bond Problem: With little income remaining from yield, investors are right to question the logic of hedging historically expensive equities with historically expensive bonds. – Man
Americas:
- Democratic counties represent 70% of U.S. GDP, 2020 election shows – CNBC
- As Restrictions Return, U.S. Workers See No Safety Net – NY Times
- Canada’s ‘generous’ COVID-19 income supports vastly outpaced other developed nations: OECD – National Post
- Disney’s profits plummet as coronavirus keeps its core businesses flailing. – Washington Post
- Biden’s stimulus plan: A second payment, bigger Social Security checks and more – MSN
- U.S. data suggests economic recovery may be weakening – Reuters
- Could Joe Biden Relieve the US of the Economic Collapse Caused During Trump’s Presidency and Re-establish the Nation as a Well-Respected Superpower? – Econo Blog
Europe:
- Denmark’s 2.5 Million Mink Massacre Shuts Down World’s Largest Fur Auction After 90 Years – Sputnik News
- Exit-polls from Moldova show Pro-EU presidential candidate as winner with 54.7% of votes – Agora
- Germany: Eleven-year-old threatens teacher with beheading – Tagesspeigel
- Coronavirus has been circulating in Italy since September last year, researchers say – Independent
- Erdogan visits breakaway Northern Cyprus after ally wins vote – Reuters
- Poland Threatens to Veto EU Recovery Fund Over Rule-of-Law – Bloomberg
Asia:
- China-Led Trade Pact Is Signed, in Challenge to the U.S. – NY Times
- Hong Kong and China to test cross-border digital yuan transactions – Forex Brokerz
- Canada Condemns Beijing for Ousting Pro-Democracy Hong Kong Lawmakers – Epoch Times
- China-Africa relations: Beijing says it will help pay for world’s largest free-trade zone – Korea Times
- Roll-out of China’s home-grown passenger jet still up in the air as US tech restrictions expected to persist under Joe Biden – SCMP
- To Fight the Next Pandemic, the World Needs Chinese Activists: The CCP’s sweeping crackdowns on civil society have left the whole world vulnerable. – The Diplomat
Trans-Tasman:
- NSW Government bought land for three times its value for light rail project – ABC
- The secret $53m Sydney land deal that has left NSW taxpayers with an even bigger clean-up bill – The Age
- ‘Modern slavery’: Proof of why these Australian farmers won’t employ locals – New Daily
- Seventeen new cases linked to Adelaide coronavirus cluster – ABC
- Does Australia have a Murdoch problem? – ABC
- The harm JobMaker will do to women and older workers far outweighs any benefits – New Daily
- A coalition of 29 health groups are urging climate action in open letter to Scott Morrison – SBS
- Aged care residents found to be at greater risk in for-profit homes than government-run ones – The Guardian
- Kevin Rudd has won a media diversity Senate inquiry. He won’t stop there – New Daily
- One in five consumers using buy now, pay later miss payments – ABC
- ‘Touch and go’: Stress levels rising for one in four mortgage holiday customers – New Daily
- Pile of mortgage deferrals now shrinking rapidly – Interest.co.nz
- On the run: Why is Labour fleeing from, of all things, victory? – Interest.co.nz
- Nationwide house buyers stretch debt-to-income levels further – Interest.co.nz
Leith van Onselen is Chief Economist at the MB Fund and MB Super. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.
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