Tree Form, 1945, Russell Drysdale, National Gallery of Victoria
China
- China Will Tame Its Growing Debt Load in 3 Years, Top Xi Adviser Says – NY Times
- China’s Sinovel convicted in US of trade-secret theft – Nikkei Asian Review
- China vows to save its banks from failure when bubble bursts – Financial Post, AEP
- Chinese provinces lower growth targets after Xi Jinping says don’t just chase higher figures – SCMP
- Chinese banks freeze HNA’s accounts after finding multiple loans tied to the same collateral – SCMP
- Hong Kong goes Blade Runner with concept of homes ‘floating’ above container port terminals – SCMP
- China Starts Experiment to Tame Its Wild Property Market – Bloomberg
- China’s Banks Are Improving (Sort Of) – Bloomberg
- China’s Great City Rivalries – Project-Syndicate
- Looking behind China’s GDP curtain – Prospect, Magnus
- Chinese Property Explosion – ValueWalk
- China struggles to convince parents to have a second child – CER
- PBOC cash injection to ease liquidity woes – China Daily
- Billionaire’s gamble on distressed US firm reflects growing confidence of Chinese investors – SCMP
- Economist adds voice to calls for China to cut US Treasury holdings to hit back at Trump’s tariffs – SCMP
Asia
- Asia’s Central Banks Should Prepare to Raise Interest Rates – Project-Syndicate
- Asia is taking the lead in promoting free trade – Economist
- Asia protests at U.S. solar, washer tariffs, fears more to come – Reuters
- Russia’s east struggles to lure investors – BNE Intellinews
- Making Indian Banks Whole Again – Bloomberg
- South Korea’s Economy Unexpectedly Contracts As Exports Crash Most In 33 Years – Zero Hedge
- Malaysia raises rates for first time in 3.5 years – Nikkei Asian Review
- Japan turns into cryptocurrency haven as others crack down – Nikkei Asian Review
- The Bank of Japan’s Moment of Truth – Project-Syndicate
Europe
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- How Europe Can Face Up to Reality on Immigration – Bloomberg
- Greece and Italy demand EU takes more immigrants and gives aid in ‘Marshall Plan’ for Africa – Telegraph
- A Dream Deferred: Inequality and Poverty Across Generations in Europe – IMF Blog, Lagarde
- China Reaches Into the Heart of Europe – NY Times
- What Homoerotic Videos Can Teach Us About Modern Russia – NY Times
- The fall in Russian interest rates is snowballing – BNE Intellinews…and some Russian banks aren’t handling it well…
- Greece Steps Out of the Naughty Corner – Bloomberg
- The Euro’s Surprises May Just Be Getting Started – Bloomberg
- A new spring for Europe – Economonitor
- The clock is ticking: Ukraine’s last chance to prevent Nord Stream 2 – Bruegel
- People on the move: migration and mobility in the European Union – Bruegel
- Each EU Citizen Creates 31kg Of Plastic-Waste Per Year (But The Irish Are Worst) – Zero Hedge
- Greece – the next bailout is just around the corner – Bill Mitchell
- Persistent corruption to block dreams of core EU role – BNE Intellinews
- Risk reduction through Europe’s distressed debt market – Bruegel
- Don’t expect a more hawkish ECB just yet, analysts say – CNBC
- ECB renews vow to keep crisis-era measures in place until inflation rebounds – FT.com
- Russia moves to cryptocurrency regulation by with draft law to control production and creation of digital money – SCMP
United Kingdom
- Presidents Club to close down after claims of harassment at ‘hostess’ gala – Guardian
- Three out of four Britons fear the cost of living will continue to outpace wage growth – Prospect
- Brexit: US ready for an ‘attractive’ UK trade deal – BBC
- Seven in 10 UK workers are ‘chronically broke’, study finds – Guardian
- How has the Brexit vote affected the economy? January verdict – Guardian
- UK consumers eat into savings as weak wage growth bites – FT.com
United States
- Is US Housing About To Explode In Value? – TimeMoney.com
- A weak dollar ‘good’ for the U.S.? It’s complicated – Reuters
- U.S. Manufacturing Is Primed for Another Year of Growth – Bloomberg
- Toys R Us is closing 182 stores, and its competitors are ready to swoop in – Washington Post
- The Economy’s So Rosy, Let’s Talk About Recession – Bloomberg
- Ford Says It’s a New Era. Wall Street Isn’t Buying It. – NY Times
- The Trump Tax Cuts and Economic Growth – Pearls & Irritations
- Trump administration backs bills to toughen foreign investment rules – Reuters
- U.S. home sales fall as record-low inventory boosts prices – Reuters
- The End of the ‘Strong Dollar’ Policy (Yes, Again) – Bloomberg
- The Fed Can’t Drive Right Without Brakes – Bloomberg, Kocherlakota
- Why Trumpism is a threat to the U.S. the dollar – CBS
- U.S. Valuations Are Extreme Compared To Global Markets – TimeMoney.com
- Chinese labs use mail to send opioid fentanyl into US, Senate report finds – Guardian
- US import surges as a pretext for protectionism – VoxEU
- Industrial Production Utilization Suggests Economy Is Maxed Out – TimeMoney.com
- Corporate Tax Reform Favors Domestic Production, Not US Multinationals – Peterson Institute
- Older workers in the US dominate employment growth – troubles ahead – Bill Mitchell
- The U.S. Can No Longer Hide From Its Deep Poverty Problem – NY Times
- Trump boom owed to Yellen – FT.com
Americas
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- China is investing seriously in Latin America. Should you worry? – Washington Post
- Latin American economies face political crossroads in 2018 – Economonitor
- Argentina needs to grow out of boom, bust cycles: Treasury minister – CNBC
- The Venezuelan cash crunch: exporting passports as a palliative? – Bond Vigilantes…small fry compared to Australia…
- Forget NAFTA. America’s trade war with Canada has already started – Financial Post
- How not to respond if the U.S. cancels NAFTA – Financial Post
Terra Incognita
- How about showing us the TPP deal we’re about to sign? – Fairfax…the entire ‘free trade’ process has been a sham as far as Australia is concerned, why would they show us now?…
- Australia is attracting more of the world’s wealthy migrants than any other country – Fairfax…does this mean we are laundering more corruption beneficiaries than anywhere else too?…
- Economic picture leaves Coalition in solid position to be re-elected – Guardian, Jericho…if they get a half decent sniff by going early then they will…
- ‘Kick in the guts’: Labor criticises 3.95% rise in health fund premiums – Guardian
- Unions target Coalition marginal seats in multinational tax avoidance campaign – Guardian
- Health insurance premiums to rise by twice as much as wages – ABC
- Retail slump takes a $712m bite out of David Jones – ABC
- Sydney, Melbourne house prices have one-in-five chance of correction: JP Morgan – ABC
- TPP: Tear up other trade agreements or risk becoming a ‘noodle bowl’, warns business – Fairfax, Martin
- Sugar tax and the power of big business: How influence trumps evidence in politics – ABC, Alberici
- The six-class system dispelling myths of an egalitarian Australia – ABC
- ASIC survey finds banks’ ‘in-house’ product referrals still failing best interest test – ABC
- ‘It was a piss take’: the Aussie behind ‘joke’ cryptocurrency dogecoin and how it reached $2.4b – Fairfax
- Labor senator Sam Dastyari formally quits Parliament – Fairfax…good riddance…
- Labor calls for independent modelling before backing TPP deal – Fairfax
- Captain Goodvibes Turnbull and political correctness – Pearls & Irritations, MacCallum
- More Government tax incentives for health insurance? – Pearls & Irritations
- Reframing public ideas Part 8: Choice – Pearls & Irritations, McAuley
- Trans-Pacific Partnership’s benefit to Australia ‘very small’ – Guardian
- Productivity growth is complex, but must lead to better living standards – Guardian, Jericho
- Qantas and other big Australian businesses are investing regardless of tax cuts – The Conversation
- Farmers and services industry the winners under the revised Trans-Pacific Partnership trade deal – The Conversation
- Moving to the country the answer to housing affordability for some, but prices are rising – ABC
- Boozed-up buyers: Aussies spending a fortune after hitting the bottle – NZ Herald
- Inflation missing in action despite strong economy – NZ Herald
- Should NZ copy Aussie and scrap GST on food? – NZ Herald
- Australian dollar dives after Trump says the US dollar will get ‘stronger and stronger’ – Fairfax
- House prices, uncertain surplus put AAA rating at risk: Standard and Poor’s – Fairfax, Martin
- NQR supermarkets, owned by Baker’s Delight founders, collapses – Fairfax
Commodities
- Coal’s Decline Seems Impervious to Trump’s Promises – NY Times
- Oil’s Uncertain Comeback – Project-Syndicate, El-Erian
- America’s Growing Reliance on Foreign Minerals Is Dangerous – ValueWalk
- Beef, wheat emerge as key trade battlegrounds as new Asia-Pacific deal takes shape – Agrimoney
- China’s steel base continues huge capacity cuts – China Daily
- Is the 20-year white gold rush over for dairy industry? – NZ Herald
- Deep sea mining: Charting the risks of a new frontier – Deutsche Welle
- Want faster data and a cleaner planet? Start mining asteroids – Aeon
- IMF Outlook Adds to the Allure of Oil and Metals – Bloomberg
- Protein plight: Brazil steals U.S. soybean share in China – Reuters
- Chinese steel mills win domestic iron ore pricing in some 2018 contracts – Reuters
Capital Markets
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- Medieval Wisdom on When to Start Worrying About the Bond Market – Bloomberg
- China, U.S. Treasuries and Temporary Truths – Bloomberg
- The World’s Priciest Stock Market – Project-Syndicate, Shiller
- US dollar losses pile up as investors spooked by Mnuchin comments – Business Times
- Dalio says investors may see ‘the largest bear market in bonds’ since 1980-81 – MarketWatch
- Comparability of Basel risk weights in the EU banking sector is questionable – VoxEU
- Pension Outflows This Month Will Be Largest Ever Recorded: Morgan Stanley – ValueWalk
- Bond Yields – Charts, Charts, Charts – ValueWalk
- Private Equity’s Trillion-Dollar Problem – ValueWalk
- Is this a turning point for bonds? – Bond Vigilantes
- Making sense of the dollar – FT.com, Authers
Global Macro
- IMF lifts global growth forecast to 3.9%, saying momentum is building – Guardian
- Investors’ blindness to risk has pushed the asset-price bubble to alarming levels – SCMP
- China way more protectionist than US, says Trump official – SCMP
- At Davos, outsourcing giant Infosys prepares for closing borders – Washington Post
- Trump will tell globalists at Davos that his nationalist agenda is working – Washington Post
- Protectionism is not the answer, Angela Merkel warns US – Guardian…but is ‘free trade’…
- Inflation is back but not interest rates – SCMP
- Making Migration Work – Project-Syndicate
- The Taxing Debate Over Tax Cuts – Economonitor
- Will macroprudential policy counteract monetary policy’s effects on financial stability? – Bruegel
- Foreign direct investment, integration in global value chains, and local development – VoxEU
- Productivity and secular stagnation in the intangible economy – VoxEU
- World Wildlife Fund chief: How people produce food is destroying the planet – CBS
- The Rising Pressure of the #MeToo Backlash – New Yorker
- Experts at Davos open debate on redefining GDP – Japan Times
- TPP Redux: Why the United States Is the Biggest Loser – Peterson Institute
- A Basic Income for Everyone? It’s Not a Crazy Idea – Bloomberg
- Davos is looking for jobs – Deutsche Welle
- Retraining and reskilling workers in the age of automation – McKinsey & co
- The macroeconomic performance paradox: A new model – VoxEU…worth a look…
- How to Root Out Corruption Without Introducing More – Bloomberg
…and furthermore…
- Radical dimensions: Relativity says we live in four dimensions. String theory says it’s 10. What are ‘dimensions’ and how do they affect reality? – Aeon
- Which Cleaning Products Pollute Your Home the Most? – Priceonomics
- Bots, algorithms, and the future of the finance function – McKinsey & co
- If you’re using an Android phone, Google may be tracking every move you make – Quartz
- How to Deal with a Passive-Aggressive Boss – HBR…develop a really hysterical laugh…
- World’s first electric container barges to sail from European ports this summer – Guardian
- Plug wars: leading the charge in the battle for electric car supremacy – Japan Times
- The Spice That Hooked Medieval Nuns – The Atlantic (with podcast)
- What Happens If We Start Solar Geo-Engineering—And Then Suddenly Stop? – The Atlantic
- Utopia and the right to be lazy (3 charts) – RWER
- How Artificial Intelligence Could Replace Human Decision-Making — And Soon – IB Times
- Companies are racing to gather a newly prized currency: Our body measurements – Vancouver Sun
- Identifying the effect of age on willingness to take risks – VoxEU
- The Stupid Economy – Project-Syndicate
- The Remarkable Financial Benefits of Delaying Retirement – Bloomberg
- Tech Is Starting to Lose Its War on Journalism – Bloomberg
- Remember Outsourcing? Tech Companies Do – Bloomberg
- Chinese scientists clone monkeys. Will humans be next? – SCMP
- Chronic stress could rewire your brain to keep blood pressure high – Fairfax
- Misconception 1: Governments are Default Free (when they borrow in the local currencies) – ValueWalk
Australian Health Insurance premiums and inflation 2011-2018 – from Bloomberg
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Annual gambling outlay, selected nations – from Bloomberg
Mount Nameless (Morning), 1981, Fred Williams, National Gallery of Victoria
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