Weekend Links: 18-19 September, 2021
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HL Van den Houten, ‘Bush Farm, Victoria’ 1876, Art Gallery of NSW
Macro & Markets
- Big Oil boss warns of high energy prices ‘for a long time’ – Ninefax
- Get Ready for an Expensive Revenge Christmas – Bloomberg
- Bring out the central bank heavies – Reuters
- US-China decoupling: if it comes down to a US bloc vs China bloc, who stands to gain the most? – SCMP….the world’s most heavily privately indebted people v the world’s biggest middle income trap….
- UN urges ‘repurposing’ of global agricultural subsidies – DW
- Biden angers France, EU with new Australia, UK initiative – AP
- Global coal plans collapse by 76% – BNE Intellinews
- Why the $5.4 trillion ETF market faces its biggest crisis since inception – MarketWatch
- Rising inflation: unless we act now, it will not be temporary – The Conversation
- IMF chief called out over pressure to favor China while at World Bank – Reuters
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Americas
- US unemployment claims rise after hitting pandemic low – AP
- Blowers, mowers and more: American yards quietly go electric – AP
- The new age of American power – New Statesman
- Here’s why your food prices keep going up – Washington Post
- Why America has 8.4 million unemployed when there are 10 million job openings – Washington Post
- Fed to look for ways to tighten rules governing how its senior officials can invest in markets – Market Watch
- Back to shopping, not to work: What’s up with the US recovery? – Al Jazeera
- US Federal Reserve reviews ethics rules after trading revelations – Al Jazeera
- Joe Biden’s New World Order – The Atlantic
Asia
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- Investors brace for a great fall in China – Reuters
- China formally applies for CPTPP membership after lobbying Australia – ABC
- India tells China border troop pullback needed for better ties – Reuters
- What’s left of communism in China? – Le Monde…not much…
- China’s nightmare Evergrande scenario is an uncontrolled crash – Japan Times
- China factory output and retail sales growth slow significantly – Nikkei Asia
- Evergrande: Why the Chinese property giant is close to collapse – DW
Europe
- Is Europe’s gas and electricity price surge a one-off? – Bruegel
- Italy Introduces Sweeping Covid Pass Mandate in EU First – Bloomberg
- Finland’s Betolar develops green cement as construction races to decarbonise – BNE Intellinews
- Euro zone inflation confirmed at 10 year high on energy surge – RTE
- Spain, Unions Agree to Increase Minimum Wage – Bloomberg
- Fears for UK recovery as record energy prices shut fertiliser plants – Guardian
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Terra Specufestor
- Iron ore’s freefall hits Australian miners as China curbs steel output – Ninefax
- Christian Porter’s future as Minister increasingly uncertain after decision to accept mystery funds to cover part of his legal bills – ABC
- StarTrack truck drivers to strike for 24 hours next week, as Australia Post struggles with record volume of parcels – ABC…good to see some strike action again…
- Australia’s foreign interference laws outmatched by Hun Sen – Asia Times
- The Doherty Trade-Off: experts plead for a sensible “Freedom Day” – Michael West
- Monopoly money: Australian market concentration under scrutiny – The Saturday Paper
- Why nuclear submarines are a smart military move for Australia — and could deter China further – The Conversation
- Just 4.5% jobless during lockdowns? The unemployment rate is now meaningless – The Conversation
- Of Australia’s 32 biggest infrastructure projects, just eight had a public business case – The Conversation
- National cabinet told hospital crisis could last six months – The Saturday Paper
- ‘Everybody did it’: wealthy doctors’ lobbies ride JobKeeper gravy train – Michael West
- Work from home is here to stay, but death of CBDs ‘greatly exaggerated’: Productivity Commission – Canberra Times
- Obsessing over confrontation with China leads to arid policy grounds – Pearls & Irritations
- Think tanks have put British democracy at risk. We have the same problem. – Pearls & Irritations
- Australia should learn from Korea on managing a relationship with China – Pearls & Irritations
- The ‘accidental prime minister’ is making it up as he goes – Pearls & Irritations
- New Zealand economy surged 2.8% in Q2 – Nikkei Asia
- ‘It’s important to us’: Taiwan pushes for naming rights in Australia – Ninefax…one way to give China the forks…
- Australia’s decades-long balancing act between the US and China is over. It chose Washington – CNN
…and furthermore…
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- Ripple effects of monetary policy – VoxEU
- Fostering FinTech for financial transformation – VoxEU
- Why even giant ships can’t solve the shipping crisis – BBC
- Banks beware, outsiders are cracking the code for finance – Reuters
- The Genius of Abenomics Emerged Long After Abe – Bloomberg
- Ozone hole larger than usual, EU scientists say – DW
- Will coronavirus vaccine mandates make workers leave their jobs? – DW
- BA flight powered by recycled cooking oil – Asia Times
- The housing crisis is the top concern for urban residents – Vox
- One in three Britons drink plant-based milk as demand soars – Guardian
- Body composting a ‘green’ alternative to burial, cremation – AP
- (Successful) democracies breed their own support – VoxEU
- Wait and see: The labour market implications of economic uncertainty – VoxEU
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