Links

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Links 21 September 2017

Global Macro / Markets / Investing: Government spending (% GDP) – Our World in Data Hidden cracks are forming in the record-breaking stock market – Business Insider Google’s AI Boss Blasts Musk’s Scare Tactics on Machine Takeover – Bloomberg Flattest Curve in Developed World Tells the Bond Market’s Tale – Bloomberg The price of bitcoin

5

Links 20 September 2017

Global Macro / Markets / Investing: What The World Thinks Of Trump – Five Thirty Eight An empirical analysis of peer-to-peer lending – VOX Fed’s balance-sheet unwind will be moment of truth for financial markets – MarketWatch BIS Hunts for ‘Missing’ Global Debt, Inflation – WSJ What Jamie Dimon Got Wrong About Bitcoin and Tulips

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Links 19 September 2017

Global Macro / Markets / Investing: Machine Learning Meets Central Banking – FXdiebold Unmanned ’ghost’ ships are coming to our oceans – WEF Strong outlook with low inflation spurs risk-taking – BIS BIS warns higher interest rates could derail global growth – FT World’s Central Banks Can’t Ignore the Bitcoin Boom, BIS Says – Bloomberg

11

Links 18 September 2017

Global Macro / Markets / Investment: ’A US trade war with China will end US monopoly on global financial system’ – RT Are you ‘hodling’ bitcoin? – MarketWatch Trump Administration Won’t Withdraw from Paris Climate Deal – WSJ Is There a Cryptocurrency Bubble? Just Ask Doge. – NY Times In a Great Recession, the case

308

Weekend Reading: 16-17 September 2017

Global Macro / Markets / Investing: Hugh Hendry Closes Hedge Fund After 15 Years as Losses Mount – Bloomberg Attention Investors: The Stretch of Very Weak Inflation Is Over – WSJ These are the countries that would benefit most from a cashless world – WEF UN report attacks austerity budgets for growing inequality – The

21

Links 15 September 2017

Global Macro / Markets / Investing: Dollar holds near 4-week high vs yen, focus on U.S. inflation data – Reuters Market liquidity after the financial crisis – VOX Hackers’ Latest Weapon: Cyber Extortion – WSJ Is Blockchain Coming Of Age? – Forbes Former UBS Trader Arrested, Charged With Rigging Gold Prices – Zero Hedge Global

11

Links 14 September 2017

Global Macro / Markets / Investing: Pandit Says 30% of Bank Jobs May Disappear in Next Five Years – Bloomberg Goldman details $5 billion revenue growth plan amid investor questions – Apple News Jamie Dimon Says Bitcoin Is a ‘Fraud’ That Will ‘Blow Up’ – WSJ This Is The Dollar’s Worst Year Since The Plaza

20

Links 13 September 2017

Global Macro / Markets / Investing: U.S. Stocks Climb to Record as Irma Threat Recedes: Markets Wrap – Bloomberg The Revolution of Information Economics: The Past and the Future – NBER How Artificial Intelligence Is Revolutionizing Business In 2017 – Forbes Junk Bond Fever Hits a New High in Tajikistan – Bloomberg Americas: It’s Official:

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Links 12 September 2017

Global Macro / Markets / Investing: Fintech means Blockchain? Is there anything else? – Coin Telegraph Wall Street’s 3% Yield Call Foiled Again as Bond Traders Eye 2% – Bloomberg Why economics needs economic history – VOX Americas: Bannon plotting primaries against slate of GOP incumbents – Politico Irma Roars In. And an Entire State

13

Links 11 September 2017

Global Macro / Markets / Investing: Double-entry Bookkeeping, 50 Things That Made the Modern Economy – BBC A Small Bet Is Reaping Big Gains for Samsung – WSJ What We Know about the Climate Change–Hurricane Connection – Scientific American The integration of economic history into economics – VOX Americas: Hurricane Irma poses toughest test for

310

Weekend Reading: 9-10 September 2017

Global Macro / Markets / Investing: Routinisation, globalisation, and the fall in labour’s share of income – VOX Cryptonomics: eToro’s CEO Talks About the Future of Investing By Inves – Investing How Stan Fischer Became a Global Central Banking Giant – WSJ Major Banks’ Commodities Revenue Sinks to 11-Year Low – Bloomberg World’s Housing Market

10

Links 7 September 2017

Global Macro / Markets / Investing: Those 3% of scientific papers that deny climate change? A review found them all flawed – Quartz US trade wars with emerging countries in the 21st century – VOX Inequality caused by urban renewal is “the central crisis of capitalism” says Richard Florida – Dezeen When the hedge is

6

Links 6 September 2017

Global Macro / Markets / Investing: Spending cuts may be as recessionary as revenue increases – VOX Wind Energy Is One of the Cheapest Sources of Electricity, and It’s Getting Cheaper – Scientific American New Study Suggests Minimum Wage Leads To Automation Of Low-Skill Workers – Forbes The financial crisis: a decade of debt –

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Links 5 September 2017

Global Macro / Markets / Investing: 5 Reasons the UN Is Jumping on the Blockchain Bandwagon – Singularity Hub Where Does Bitcoin Fit In Your Portfolio? – Forbes Automation may take our jobs – but it’ll restore our humanity – WEF Cryptocrash: Bitcoin Tumbles To Pre Korea-Missile-Launch Level After Topping $5000 – Zero Hedge To

4

Links 4 September 2017

Global Macro / Markets / Investing: A welfarist role for non-welfarist rules – VOX Searching for the future of currency, major companies try Bitcoin technology – PBS Precious Metals Outperform Markets In August – Gold +4%, Silver +5% – Zero Hedge Russia Likely to Back Extension of OPEC Deal as Prices Stabilize – Bloomberg Bitcoin

328

Weekend Links, September 2-3, 2017

Spring Moon, John Aland, 1967, Art Gallery of NSW   China China sees new world order with oil benchmark backed by gold – Nikkei Asian Review ‘We must send our best to the front line’: Xi Jinping goes all out to rid China of poverty in three years – SCMP China bans new deposit certificates,

31

Links 1 September 2017

Global Macro / Markets / Investing: The euro reacts to news of European Central Bank officials’ concern over the currency’s sharp climb this year – FT.com Basically every problem in the US economy is because companies have too much power, new research argues – QZ BHP hires Barclays, Citi for U.S. shale gas divestment: Reuters

11

Links 31 August 2017

Global Macro / Markets / Investing: UN condemns North Korean rocket launch – Reuters Moscow stock exchange to trade cryptocurrency – Bitcoin News Vampire Squid to explain what its tentacles do – Reuters Companies are furious they weren’t warned ads would appear on alt-right Breitbart – Intl Business Times Trump trips and tweets like a

20

Links 30 August 2017

Global Macro / Markets / Investing: The Promise of Fiscal Money – Project Syndicate Hurricane Harvey and the inevitable question about climate change – Washington Post US successively field tests new tactical nuclear bomb – ZH (because why not?!) Americas: Houston shows what happens when you ignore science and let property developers run amok –

20

Links 29 August 2017

Global Macro / Markets / Investing: Oil markets roiled as Harvey hits US petroleum industry – Reuters Wall Street veterans warn on emerging markets – Bloomberg What markets think about the looming US government debt shutdown – Bloomberg Americas: Houston crippled, more rain likely – Reuters Trump’s firm sought Russian property during the election –

16

Links 28 August 2017

Global Macro / Markets / Investing: Russia, Iran, Turkey form $7billion oil deal – Russia-Insider Central banker elite deliver back to back warnings – Bloomberg Cyclone in Texas hits oil hub, affecting 1 million gpd production – Bloomberg Hot new hedge fund flavor is “quantamental” – Bloomberg (I taste more 2/20 actually….) Americas: Trump: A

287

Weekend links 26-27 August 2017

Lagoon, Wimmera, 1943, Sidney Nolan, National Gallery of Victoria …..will do more as I get time…..   Macro & Markets Yellen: Financial rules have made economy stronger, changes should be ‘modest’ – Nikkei Asian Review ECB’s Draghi says protectionism threatens global growth – Nikkei Asian Review Emerging nations pivot toward monetary easing – Nikkei Asian

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Links 25 August 2017

Global Macro / Markets / Investing: Growth outlook up, but don’t be too optimistic about China, says IMF – SCMP Germany repatriates 28 billion Euro in Cold war gold from US, France – RT.com Hedge funds pore back into credit default swaps – FT Americas: Fellow Republicans rebuke Trump over his shutdown threat – Reuters

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Links 24 August 2017

Global Macro / Markets / Investing: Exxon proven to be as bad as big tobacco, internally acknowledge AGW, externally obfuscate according to Harvard study – The Guardian Hiring more women means higher stock prices? – Bloomberg Euro and Pound to head to parity – FT Cyclically adjusted PE valuations head to new sky highs for

40

Links 23 August 2017

Global Macro / Markets / Investing: World population to reach 9.8 billion by 2050, up 31% from now – PRNewswire (so let’s shove 30% more new Aussies in then?) Market forces will drive takeup on electric cars, even without bans on polluting vehicles – Cleantechnica Switch to renewables won’t end the geopolitics of energy –