1. The five global economic shifts happening now – FT Opinion
2. Why Tribalism Took Over Our Politics – WSJ
3. Offshore Yuan Seen Tumbling to New Low in China Selloff – Bloomberg
4. Eurozone money supply shrinks for first time in 13 years as lending slows – FT
5. Banks Need More Capital, Not a New Rulebook – Bloomberg Opinion
6. Can China arrest the renminbi’s slide? – FT
7. Europe’s new banks struggle to grow up – FT
8. Peak Tightening by Central Banks? – Bloomberg
9. Goldman: Yen to Retreat to 1990 Levels If BOJ Stays Dovish – Bloomberg
10. China’s Debt Problem Could Trigger a Financial Crisis – Barron’s

1. Russia offers to swap frozen assets with the west – FT
2. The Return of High Interest Rates – WSJ Opinion
3. The BRICS and Their US Dollar Dilemma – Bloomberg
4. Treasury Yields Keep Rising. Japan Is One Big Reason – Barron’s
5. How the west should navigate a fast-changing world – FT Opinion
6. Are hedge fund pioneers facing the end of a golden era? – FT
7. US Shouldn’t Repeat China’s Economic Mistakes – Bloomberg Opinion
8. Money & Public Debt: Treasury Market Liquidity As A Legal Phenomenon – Menand & Younger *

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1. Summers was Biden’s biggest inflation critic. Was he wrong? – WaPo
2. Europe’s thriving businesses face mounting windfall tax hit – FT
3. Fed Is Playing a Waiting Game to Try to Avoid a Recession – Bloomberg
4. Big Banks Are Supposed to Fail Without Causing Panics – WSJ
5. Rouble hits 16-month low as military spending rises and exports fall – FT
6. China Hedge Funds in Crisis After Losses, US Investor Retreat – Bloomberg
7. The Economic Losers in the New World Order – WSJ
8. Recession worries are fading (maybe) – MarketWatch

1. US inflation edges up to 3.2% in July – FT
2. CPI Inflation Rate Below Views, Signaling Patient Fed – IBD
3. Hints of a ‘Promising’ Upturn for US Productivity – Bloomberg
4. New normal: higher food price volatility & unpredictability – NYT
5. US Core CPI Posts Smallest Back-to-Back Increases in 2 Years – Bloomberg
6. Europe Is Embarking on a Mining Renaissance – WSJ
7. China’s International Economic Strategy: Swap Your Assets for Yuan – Barron’s
8. Biden’s China strategy is not working – Economist
9. Bubbles Grow, Bailouts Ensue: The Tale of the Fed & LTCM – Barron’s *

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1. Loan losses at US banks hit $19bn as borrowers feel rate rise pain – FT
2. China Slides Into Deflation as Prices Drop – Bloomberg
3. Lure of sovereign wealth fuels hedge fund rush to Dubai – FT
4. Biden to Restrict Investments in China, Citing National Security Threats – NYT
5. Charts show what has Moody’s worried about regional banks – CNBC
6. Washington Stages a Peacetime Fiscal Blowout – WSJ Opinion
7. Banks’ Problems Aren’t Over, According to the Bond Market – WSJ
8. Fuel inflation ‘whack-a-mole’ may complicate Fed’s job – MarketWatch

1. The ‘Dukes of Hazzard’ landing – FT Alphaville
2. US regional banks struggle to break free from govt support – FT
3. Fed May Now Be at Point Where It Can Hold Steady – Bloomberg
4. Geopolitical Climate Denialism – WSJ Opinion
5. Global South Breaks Away From the US-Led World Order – Bloomberg
6. Treasury yields slide on China growth fears – MarketWatch
7. Global Money Pro On Saudi-Iran Deal: It’s ‘Mind-Blowing’ – Barron’s
8. The new commodity superpowers – FT *

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1. Fitch’s US Credit Downgrade Sparks Criticism Along With Unease – Bloomberg
2. Trump and American democracy’s time of trial – FT Opinion
3. Fitch’s U.S. Credit Downgrade Looks Bad, But It’s Not a Disaster – Barron’s
4. BofA Joins Fed in Reversing Recession Call Amid Growing Optimism – Bloomberg
5. Earnings and the soft landing – FT Unhedged
6. Oil prices suffer biggest one-day drop in over a month – MarketWatch
7. America’s Fiscal Time Bomb Ticks Even Louder – WSJ

1. Eurozone economy returns to growth in second quarter as inflation falls – FT
2. Traders Brace for $102 Billion Wave of Treasury Bond Sales – Bloomberg
3. While Everyone Else Fights Inflation, China Deflation Fears Deepen – WSJ
4. US stocks notch longest monthly winning streak in two years – FT
5. Morgan Stanley Strategists Say US Stocks Are in a 2019-Like Rally – Bloomberg
6. Banks making it tougher for consumers & companies to borrow money – MarketWatch
7. How Hedge Fund Managers Are Using ChatGPT – Bloomberg
8. UK’s Farage Shows What Happens When Good Banks Go Woke – WSJ Opinion
9. Top stock pickers hit by ‘tremendous’ amount of uninvested cash – FT
10. QT flows: Money funds have moved from repo deposits to T-bills – Daniel Neilson *

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1. Booming markets neutralise impact of rate rises on US corporate fundraising – FT
2. Key US Inflation, Wage Measures Cool in Boost for Soft Landing – Bloomberg
3. Bank of Japan Loosens Grip on Market, Lets Yields Jump to 9-Year High – WSJ
4. Inflation Is Slowing. The Fed Might Still Have Work To Do – Barron’s
5. Key Fed inflation rate falls to lowest annual level in nearly 2 years – CNBC
6. Dallas Fed inflation gauge suggests slower progress in taming prices – MarketWatch

1. Federal Reserve set to resume rate rising campaign – FT
2. Banks’ $118 Billion Buffer Likely Wiped Out by New Capital Rules – Bloomberg
3. Credit Markets Are Creaking, Creating Economic Uncertainty – DNYUZ
4. Inflation Head Fake Should Keep Fed on Guard – Bloomberg Opinion
5. Fed Set to Raise Rates to 22-Year High. Here’s What to Focus On – WSJ
6. Market should be much lower & soft landing is ‘wishful thinking’ – MarketWatch Opinion
7. 15 years of low interest rates reshaped the U.S. economy – CNBC
8. Hedge funds make it rain (for banks) – FT Alphaville