Global Macro / Markets / Investing:
- Are Buybacks The Only Thing Holding Up Markets Anymore? – otterwoodcapital.com
- Funds Flow to Venture Firms – WSJ
- The Effect of Exchange Rate Shocks on Domestic Prices – NY Fed
- Have benchmarks made us bad active investors? – Alpha Architect
- Are European Stocks Cheap or is the U.S. Expensive? – A Wealth of Common Sense
- Yellen Spurs Global Stock Rally as Oil Rebounds, Dollar Tumbles – Bloomberg
- Bitcoin Technology’s Next Big Test: Trillion-Dollar Repo Market – WSJ
- The hidden victims of the Global Crisis – VOX
Americas:
- Urban Revival? Not For Most Americans – jedkolko.com
- Spare me your hypocritical journalism lecture, Mr. President – Politico
- Simmering for Decades, Anger About Trade Boils Over in ’16 Election – NY Times
- Larry Summers: Corporate profits are near record highs. Here’s why that’s a problem – WSJ
- How would Trump or Clinton choose a Fed chair? – Bloomberg View
- More women than men now have college degrees in the US – Census
- Losing Count: U.S. Terror Rules Drive Money Underground – WSJ
- Yellen Speech: The Outlook, Uncertainty, and Monetary Policy – Federal Reserve
- Brazil’s Biggest Party Abandons Rousseff Ahead of Impeachment Vote – Bloomberg
Europe:
- The Editor Of The Daily Mail Claimed £60,000 In EU Subsidies For His Scottish Estate – Buzz Feed
- Ireland Sells First 100-Year Bond to Complete Comeback Trail – Bloomberg
- European Banks Pay Bigger Slice of Bonuses Upfront as Pools Drop – Bloomberg
- Euro-Area Economic Confidence Falls to Lowest in 13 Months – Bloomberg
- Pound Has Worst Quarter Since 2009 as `Brexit’ Risk Takes Hold – Bloomberg
- European Border Crackdown Kickstarts Migrant-Smuggling Business – WSJ
Asia:
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- The Rise and Fall of Tim Leissner, Goldman’s Big Man in Malaysia – Bloomberg
- Eight Things Chinese Money Is Buying in America Right Now – Bloomberg
- China’s banks and bad debt: where from here? – Medium
- China is the only emerging market that matters – Washington Post
- The Fall of China’s Hedge-Fund King – NY Times
- China Bull Who Beat 99% of All Bond Funds Says Yuan Drop Is Over – Bloomberg
Trans-Tasman:
- Australia to end ASX clearing monopoly – FT
- We’ve had five PMs since Howard powerwalked away – Canberra Times
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Why states should charge income tax – Canberra Times
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Turnbull’s hospital pass to the states – Canberra Times
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PM’s tax revolution meets resistance – Canberra Times
- Turnbull’s new tax pitch doesn’t fix the real issue – ABC The Drum
- PM’s state income tax gambit – The Australian
- The PM had barely revealed his grand plan for tax reform before he was at odds with the Treasurer – The Australian
- It is Malcolm Turnbull’s biggest idea as Prime Minister and the most dangerous in political terms – The Australian
- Experts agree state income tax is the reform we had to have – The Australian
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States split over income tax powers – The AFR
- Income tax overhaul: ACT and WA would win, SA and Tas suffer – The AFR
- Will the PM’s plan for income tax solve the problem it’s hoped to fix? – 7.30 Report
- Victorian Premier savages PM’s ‘undercooked’ tax plan – 7.30 Report
- Private health ‘propping-up states’ – The Australian
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Health package trial for chronically ill – Canberra Times
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Rate of overseas-born Australians hits high – Canberra Times
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Banks’ low bad debt party had to end – Canberra Times
- Melbourne’s fastest growing suburbs – The Age
- The government is likely to slash the amount of money people can stash in super, but the super lobby wants more flexible time limits – The AFR
- Interview: Richard Di Natale, Greens Leader – ABC Lateline
- Turnbull Government unveils Medicare reforms – ABC News
- NZ Treasury warns Govt on population Ponzi – Interest.co.nz
Other:
- The gig economy? Or the fissured workplace? – Equitable Growth