- The Stock Market Finally Acknowledges Reality – Bloomberg
- America faces a battle to find buyers for its bonds – FT
…given stagnation in international reserves, there is likely an increased need for this debt to be financed domestically. – Treasury Borrowing Advisory Committee
- Dollar Is ‘Best of a Bad Bunch’ in Surprise Turn for Wall Street – Bloomberg
- The Day The Vix Doubled: Tales of ‘Volmagedon’ – Bloomberg
- Why Investors Will Still Flock to Negative-Yield Japan Bonds – Bloomberg
- American manufacturing companies have a spring in their step – Economist
- Germany’s long expansion comes under threat – Economist
- Seven Fixes for American Capitalism – Bloomberg
- A New Americanism: Why a Nation Needs a National Story – Foreign Affairs
- The Future of Politics Is Coming to Poland – Foreign Policy
- Trump’s Attack on Socialism Is a Colossal Blunder – New Republic
Bonus
- The American left needs to find its voice on Venezuela – Fareed Zakaria
- The Most Corrupt Countries In The World – Forbes
- Leon Cooperman’s Last Year in the Game – Institutional Investor
- Bill Gross’s fall presages the decline of the investing genius – FT
- Why Your Superstar Manager May Be Toxic – Institutional Investor
- All the Fun Has Gone Out of Being a Billionaire – WSJ
- The Most Innovative Fintech Companies In 2019 – Forbes
- The Church With the $6 Billion Portfolio – NY Times
- All relationship problems stem from one persistent myth about romance – Quartz
- Frank Robinson, MLB’s first black manager, R.I.P. – NY Daily News
Global Macro Monitor 