Links

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Links 21 January 2020

Global Macro / Markets / Investing: Global digital money transfer transactions to reach 2 billion by 2024 – IT News Global Financial Crisis Can Be Triggered By The Trade War – Daily Billboard Global Economic Growth Is The Lowest In A Decade: Why Is Wall Street Racing To The Moon?  – Forbes Americas: There are

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Links 20 January 2020

Global Macro / Markets / Investing: The Secretive Company That Might End Privacy as We Know It – NY Times Facebook, Tesla and Netflix Stocks Prove Investors Are Jumpy – Be In Crypto Central Bankers Have Difficult Road to Walk – YouTube Finland’s financial watchdog probes Nokia’s October share crash – Yle Alternatives Like Bitcoin

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Weekend Reading: 18-19 January 2020

Global Macro / Markets / Investing: One astounding chart shows how the death of the union has made economic inequality worse – Business Insider The 5 biggest stocks are dwarfing the rest of the stock market at an ‘unprecedented’ level – CNBC The Silicon Valley Economy Is Here. And It’s a Nightmare. – New Republic

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Links 17 January 2020

Global Macro / Markets / Investing: Apple Stock Impressively Keeps Rising Beyond $300 – Igorb News Last time this ‘clear danger sign’ flashed was in 1999, and we all know what happened next, fund manager warns – Market Watch Former Apple store chief Ron Johnson: Amazon is in trouble – Yahoo Bitcoin Outperformed by Mysterious

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Links 16 January 2020

Global Macro / Markets / Investing: Bitcoin traders openly admit to cashing in on conflict – Coin Rivet There has never been a better time to be remarkable – and a worse time to be unremarkable – Prof Galloway PC sales experienced annual growth for the first time in years – Engadget The next market

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Links 15 January 2020

Global Macro / Markets / Investing: Wall Street hits record, boosted by trade and earnings optimism – Reuters Has The Digital Economy Hastened The End of the Free-Market Paradigm? – Project Syndicate One of the world’s top companies is giving young people the chance to veto projects that hurt the climate – CNN The coolest

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Links 14 January 2020

Global Macro / Markets / Investing: The Most Effective Suicide Prevention: $1 Increase in Minimum Wage Linked to 3.5–6% Drop in Suicide Rate – SciTech Daily Raising The Minimum Wage By $1 May Prevent Thousands Of Suicides, Study Shows – NPR How Hedge Funds Hide – Institutional Investor How Bitcoin Really Has Become a Digital

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Links 13 January 2020

Global Macro / Markets / Investing: Debt will kill the global economy. But it seems no one cares – The Guardian How Bitcoin Really Has Become a Digital Gold Store of Value – Be In Crypto Nearly 40% of U.S.-listed stocks are loss-making – WSJ Critical Time for Bitcoin (Bear vs Bull Scenario) – Igorb

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Weekend Reading: 11-12 January 2019

Global Macro / Markets / Investing: Banks and government bonds: A love story – VoxEU Political information in the age of the internet – VoxEU The Demonization of Journalists Must End – Project-Syndicate Central Banks Face a Year of Mounting Challenges – Project-Syndicate The Fed Can’t Reverse the Decline of Financialization and Globalization – Charles Hugh Smith Internet shutdowns

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Links 10 January 2020

Global Macro / Markets / Investing: Every $1 increase in minimum wage decreases suicide rate by up to 6% – ZME Science Oil shippers raise rates for Middle East route after Iran strikes – Straits Times Bayer-Monsanto’s secret weapon: Ex-Green lobbyist to tell the world its cancer-linked weedkiller will save the climate – RT Stocks

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Links 9 January 2019

Global Macro / Markets / Investing: Bitcoin showed higher returns than both the S&P 500 and gold in 2019 – Sfox The Concept of a U.S Dollar Collapse Goes Mainstream – Traders Magazine Market Madness: How the S&P made its 10-year comeback – OC Register Repo Panic Returns As Fed Injects $99BN In Liquidity, Including

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Links 8 January 2020

Global Macro/Investing/Climate Change: Shutdown of Coal-Fired Plants in U.S. Saves Lives and Improves Crop Yields. Research found that between 2005 and 2016, the shutdown of coal-fired units saved an estimated 26,610 lives and 570 million bushels of corn, soybeans and wheat in their immediate vicinities  – UCSD The Fed Should Keep Looking Forward, Not Retreat

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Links 7 January 2020

  Global Macro/Investing/Climate Change: The United States’ main allies are abandoning Trump over his ‘dangerous escalation’ with Iran – BI Oil surges again after Trump threatens Iraq sanctions, Iran retaliation – Reuters Climate crisis fuels year of record temperatures in UK, says Met Office | Summer and winter records tumble in 2019 – The Guardian

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Links 6 January 2020

Global Macro/Investing/Climate Change: The Middle Class Risks Consuming Itself: Health care and education employ a lot of people and sell services they increasingly can’t afford. – Bloomberg Thousands of Australians forced from their homes by rampaging bushfires now find themselves stuck in makeshift camps, fearful for the future & turned refugees in their own country

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Weekend Links, 4-5 January, 2020

Golden Summer, Clarendon, John Olsen, 1983, Art Gallery of NSW   Macro & Markets These 6 charts compare the US and China economies in the second year of their trade war – CNBC Vietnam and Asia neighbors hungry for cheap coal – Nikkei Economic ‘Doom Loops’ Get Harder to Avoid in 2020s – Bloomberg Killing

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Links 3 January 2020

Global Macro, Markets and Investing: The 2010s were a lost decade for climate. We can’t afford a repeat, scientists warn. – WaPo The eurozone’s tectonic plates are shifting. Debate on the future of monetary union has come out into the open — that is a game-changer – FT Without Evidence, Trump Accuses Iran of ‘Orchestrating

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Links 2 January, 2020

The Flood in the Darling 1890, W.C. Piguenit, 1895, Art Gallery of NSW   Macro, Markets & Investing The Decade in Which Everything Was Great But Felt Terrible – The Atlantic US, China and Germany profit most from global free trade, says WTO – DW From opioid deaths to student debt: A view of the

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New Years Day Links, 1 January 2020

Fire haze at Gerringong, Lloyd Rees, 1980, Art Gallery of NSW   Macro, Markets & Investing It’s more than a decade since the financial crisis. Where’s the recovery? – Guardian White House expecting agreement with China ‘within next week or so’ – Guardian The Decade of Debt: big deals, bigger risk – Reuters What’s wrong

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New Years Eve Links 31 December 2019

  Global Macro / Markets / Climate Change: 2019 has been the best year in global history. Child mortality is at its lowest ever. Every day 170,000 people moved out of extreme poverty, 325,000 people got their first access to electricity, 200,000 got piped water for the first time & 650,000 went online – NYT

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Links 30 December 2019

  Global Macro / Markets / Investing: Australian miners hit by biggest thermal coal price drop in more than a decade – The Guardian Trump Tariffs Backfired, Federal Reserve Study Found – NewsMax World’s Richest Gain $1.2 Trillion in 2019 as Jeff Bezos Retains Crown -Bloomberg Universal Basic Income: An Idea Whose Time Has Come

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Weekend Links 28-29 December 2019

Global Macro / Markets / Investing: Germany just guaranteed unemployed citizens around $330 per month indefinitely. The policy looks a lot like basic income. – Business Insider U.S. Fed buys $825 million of mortgage bonds, sells none. – Reuters Why Is Inflation Low Globally? -FRSB Forget Stock Market Forecasts. They’re Less Than Worthless.  – New

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Macrobusiness Links, 27 December, 2019

Summer in the You Beaut Country, John Olsen, 1962, National Gallery of Victoria   Macro & Markets China says it is in close touch with U.S. on trade deal signing ceremony – Reuters China treads warily on US trade deal text to keep other partners on side – SCMP Trump Won’t Be Able to Let

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Christmas and Boxing Day Links 2019

Global Macro / Markets / Investing: Boeing CEO Fired – ABCNews Tesla stock reaches $420, more than a year after Musk’s ‘funding secured’ tweet – CNBC Short-Term Thinking Is Poisoning American Business – Wall Street analysts dissect quarterly earnings like never before. 78% of executives at public companies said that they would sacrifice long-term value

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Links 24 December 2019

  Global Macro / Markets / Investing: Harvard’s Larry Summers : We are facing backlash against globalism. We pushed hard on trade deals but we barely cared about labor protection deals or environment protection deals. The willingness of people to be intimidated into supporting cosmopolitan outcomes appears to have been exhausted. – FT The economics

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MacroBusiness Links – 23 December, 2019

Bushrangers, 1957-1963, Albert Tucker, Art Gallery of NSW   Markets & Macro Pensions and intra-generational equity: A proposed solution – VoxEU Economic causes of populism: Important, marginally important, or important on the margin – VoxEU Lessons from the China-US trade truce – Bruegel The WTO is dead: long live the WTO? – Bruegel Dollar Is

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Weekend Links: December 21-22, 2019

Drought Skeleton, 1953, Sidney Nolan, Art Gallery of NSW   Asia & China Mysterious Bags of Cash Trigger Major Hong Kong Protest Arrests – Bloomberg Did Xi surrender to Trump? China struggles to silence chatter – Nikkei Asian Review China’s hidden debt risks economic ‘chain reaction’ – Nikkei Asian Review China’s tech companies have had

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Links 20 December 2019

  Global Macro / Markets / Investing: Boeing Is So Big That Its 737 Max Production Halt Will Slow The Economy – NPR A Nation’s People Offer the Best Return on Investment | Countries that spend on education, protect the environment and tackle inequality tend to outperform others. – Bloomberg (shocked and stunned – problem

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Links 19 December 2019

Global Macro / Markets / Investing: Strategist says markets have nothing to do with fundamentals anymore – CNBC (quelle shocke!) US Official Gold Reserves Auditor Caught Lying – ZH Dow Jones Gains 10,000th Point Under Trump – Macrotrends Americas: Canadians bought nearly 100 tonnes of pot in first year of legalization: Health Canada (sorry, man)

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Links 18 December 2019

Global Macro / Markets / Investing: A “Market” That Needs $1 Trillion In Panic-Money-Printing To Stave-Off Implosion Is Not A Market – Zero Hedge UN climate summit ends with no deal to regulate global carbon markets – Global News The global Fintech ecosystem in 2019 – Nua Dox U.S. Stock Market Hits New Highs on

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Links 17 December 2019

Global Macro / Markets / Investing: UN climate summit ends with no deal to regulate global carbon markets – Global News Productivity Does Not Explain Wages – Evonomics – Evonomics Villains or visionaries? Hedge funds short companies they say ‘greenwash’ – Reuters Artificial Intelligence And Blockchain: A Perfect Match – Medium Inequality: Your slice of