‘Midday, the Wimmera’ 1949, Arthur Boyd, Art Gallery of NSW
Macro & Markets
- HSBC calls start of a ‘great rebalancing’ as the global economy enters a flatter stage of the recovery – CNBC
- Scene is set for a ‘generational opportunity’ in equities, strategist says – CNBC
- ‘Treasuries on steroids’: U.S. banks’ mortgage bond trading bonanza – Reuters
- Winter Is Coming for the World’s Airlines – Bloomberg
- Which nations will emerge the strongest from COVID-19? – Nikkei Asian Review, Sharma
- The Coming Equity Shortage – Project-Syndicate
- The Public’s Business – Project-Syndicate
Americas
- Millennials own less than 5% of all U.S. wealth – CNBC
- Trump steel tariffs bring job losses to swing state Michigan – Reuters
- Fearing Biden tax hikes, wealthy Americans rush to change estate plans – Reuters
- Canada’s struggling hospitality businesses face ‘perfect storm’ as insurers flee – Reuters
- Weed stocks surge as Kamala Harris vows to decriminalize pot in debate – Reuters
- Second US presidential debate between Trump and Biden officially cancelled – SCMP
- No Stimulus Means Economy’s Fate Hangs on Next Few Months – Bloomberg
- US lawmakers call for shakeup of big tech ‘monopoly power’ in antitrust report – DW
- Why America’s economic war on China is failing – Asia Times
- Face mask mandates slowed the spread of COVID-19 in Canada – VoxEU
- An election result that won’t be accepted – Le Monde
- Second wave of layoffs looms as COVID cases climb, straining hard-hit industries – Financial Post
- Path to recovery littered with debt risks, Bank of Canada governor warns – Financial Post
Asia
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- China’s SOE reforms must encourage competition and provide subsidy transparency, state economist says – SCMP
- China readies new law to ban companies on national security grounds – Nikkei Asian Review
- Japan Inc. caught in dilemma in US decoupling campaign – Nikkei Asian Review
- China’s population crisis: Beijing must address its falling births and ageing workforce – SCMP
- China ‘golden week’ holiday spending rebounds from coronavirus with daily spending up 4.9 per cent on year – SCMP
- Why Indian farmers are angry over agricultural reforms – DW
- What Indonesia’s labor reforms mean for workers’ rights, the environment – DW
- India’s central bank predicts economy to shrink 9.5% – Nikkei Asian Review
- China’s services sector remained strong in September due to continued recovery in domestic supply, demand – SCMP
- A Crisis Warning Is in Danger of Being Forgotten – Bloomberg
- Kyrgyzstan’s political crisis, explained – Vox
- Uzbekistan one of only two countries in Europe and Central Asia to put in positive economic growth this year says World Bank – BNE Intellinews
- Armenia and Azerbaijan agree temporary ceasefire – BNE Intellinews
- Taiwan Is the Next Front in the U.S.-China Standoff – The Atlantic
Europe
- Britain’s BBC Is Swimming in Poisonous Cultural Waters – Bloomberg
- Coronavirus: Berlin’s first curfew in 70 years kicks in – DW
- The euro prepares for a digital makeover – DW
- What should Europe expect from American trade policy after the election? – Bruegel
- Eastern Germany’s New Growth Engine – Bruegel
- Russia’s watchful eye on Minsk – Le Monde
- The Core of the ECB’s New Strategy – Project-Syndicate
- Europe’s Economic Recovery Is a Summer Memory – NY Times
Terra Specufestorus
- Budget unanimity – a spending feast of least resistance, devoid of ideas and vision – and little ingenuity – Michael West
- Anthony Albanese defends childcare plan, says subsidies for wealthy families are not welfare – Ninefax
- Population slowdown hurts economy but minister predicts budget baby boom – Ninefax
- RBA warns banks over culture as staff contact customers over loan deferrals – Ninefax
- Frydenberg has changed his tune in a very Liberal way – Ninefax
- Coles stores reopen after nationwide technical failure shuts down registers – ABC
- Budget 2020 takes Australia towards a trillion-dollar debt, but most experts say it isn’t a problem. Here’s why – ABC
- Budget 2020 disappoints many experts and builders with its lack of big infrastructure projects – ABC
- ‘To those who have, more will be given’: Largesse to private schools continues – Michael West
- Budget blues: ‘derisory’ support for women but welfare for business – Michael West
- No strings attached: aged care providers have the Coalition wrapped around their little fingers – Michael West
- Morrison governing from the rear – Pearls and Irritations
- Lobby Land: the Pharmacy Guild’s powerful influence over health policy – Pearls and Irritations
- The government sees itself as an agent of the private sector. – Pearls and Irritations
- LobbyLand: Democracy on life support as the revolving door keeps swinging – Pearls and Irritations
- LobbyLand: Unhealthy Business? Health sector lobbyists – Pearls and Irritations
- Chinese homebuyers shun Australian market as coronavirus, political tensions take toll – SCMP
…and furthermore…
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- Central banks are weighing their own digital currencies – this is what they could look like – CNBC
- China not among major central banks in talks on global digital currency principles – SCMP
- How narcissistic bosses infect their organizations – Asia Times
- World’s billionaires get even richer during the coronavirus pandemic – DW
- Can steel production be made greener? – DW
- Scientists Are Struggling With the Feeling of Being Against a Rushed Vaccine – Slate
- The Doctor Evaluating Trump on Fox Once Wrote About the “Long History” of Presidents Hiding Health Issues – Slate
- Global connectedness and market power make firms more resilient to domestic COVID-19 shocks – VoxEU
- The education gender gap: From basic literacy to college major – VoxEU
- Fifty shades of QE: Central bankers versus academics – VoxEU
- The indirect fiscal benefits of low-skilled immigration – VoxEU
- Robots replace routine tasks performed by workers – VoxEU
- Patterns in invoicing currency in global trade – VoxEU
- The rise of the traditionalists: how a mystical doctrine is reshaping the right – New Statesman
- Microsoft makes remote work option permanent – BBC