Pick of the day: Why the European bailout is doomed. Satyajit Das
BHP wants monthly ore contracts. Bloomberg
Why they will probably get them. Metal Miner
Tough Chinese rebalancing. Michael Pettis parotted by Karen Maley
On US trade war rhetoric. Naked Capitalsism
Dow still stuck in bear market dynamics. Econompic
Why the Aussie is on a moonshot. Falkenblog
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