Global Stocks Rout Pushes Wall Street’s Fear Gauge to Four-Year High Bloomberg
Asia’s ferocious sell-off has its roots in US AI boom FT
Private capital groups deploy $160bn as they prepare for deal revival FT
Private Equity: In Essence, Plunder? CFA Institute
Climate
The Hidden Ways Extreme Heat Disrupts Infrastructure Scientific American
‘Astonishing’ Antarctica heat wave sends temperatures 50 degrees above normal CNN
Extreme heat, bone-dry vegetation and human misconduct prompting intense wildfire season ABC
Singapore’s $170 Million Climate Defense For Luxury Stores Shows Protections Aren’t Equal Bloomberg
Major energy companies conceal 47% of biodiversity damage, according to research Phys.org
Water
Cambodia PM launches project linking Mekong River to sea via canal Channel News Asia
Southeast Asian countries turn to the Netherlands for ways to tackle flood risks Channel News Asia
Big city water buy-ups in the Lower Arkansas Valley are raising alarms as age-old battles erupt again Colorado Sun
Syndemics
Cognitive and psychiatric symptom trajectories 2–3 years after hospital admission for COVID-19: a longitudinal, prospective cohort study in the UK The Lancet. From the Abstract: “Occupation change is common and associated mainly with objective and subjective cognitive deficits.”
COVID as political defeat Closed Form
China?
As stock sell-off sweeps Asia, China’s yuan surges as US rate cuts loom South China Morning Post
Shifting the U.S.-Japan Alliance from Coordination to Integration RAND
Myanmar
Myanmar Resistance Group Claims It Has ‘Fully Captured’ Key Military HQ The Diplomat
Bangladesh PM Sheikh Hasina resigns, flees country, military takes over South China Morning Post
India
What is a ‘privileged Dalit’? Creamy Layer definition cannot just be economic Indian Expresss
Even after a year in jail, Imran Khan still dominates Pakistan’s politics BBC
Syraqistan
Russia Supplies Iran with Long-Range EW System “Murmansk-BN” to Counter U.S. and Israel Defense Security Asia. Big if true. More on the Murmanks system.
Top U.S. general in the Middle East as U.S. and Israel prepare for possible Iran attack Axios
Israeli army shares Hezbollah war scenarios with northern mayors: Report Anadolu Agency
Israelis to face major food shortages if Hezbollah strikes Haifa Al Mayadeen
Saudi Arabia, France among countries telling nationals to leave Lebanon as war fears surge Straits Times
Did Ukraine special forces strike Russia forces at a Syrian airbase? The New Arab
Why has America risked it all in Gaza? Al Jazeera
How Hamas fights The Telegraph
‘Order from Amazon’: How tech giants are storing mass data for Israel’s war 972 Magazine
Journal still can’t confirm January story about UN agency for Palestinians Semafor
European Disunion
French workers seize the torch Counterfire
Italy: The Globally Connected Mediterranean Power? RUSI
Dublin has just one man wanting to enter Catholic priesthood in the Irish capital amid ‘crisis of faith’ Daily Mail
Dear Old Blighty
UK going through its worst wave of riots in 13 years Anadolu Agency. Commentary:
Riots erupt in UK after stabbing spree falsely blamed on asylum seeker FOX
UK PM Starmer slams ‘far-right thuggery’ after more anti-immigrant violence France24
Migration, Stagnation, or Procreation: Quantifying the Demographic Trilemma (PDF) Paul Morland and Philip Pilkington. ARC Research. From 2023, still germane.
Government deficits create private wealth Funding the Future
New Not-So-Cold War
Uprisings in UK, Ukraine Finally Unveils F-16s – Full Report Simplicius, Simplicius the Thinker
Ukraine has to destroy Russian air defence to use F-16s – ISW Ukrainska Pravda
Ukraine’s Double-Edged Sword? The Dangers of Using Criminal Groups for National Defense Journal of Illicit Economics and Development
Factory or front line? Ukrainian businesses fight to retain workers FT
Has summer finally arrived? Gilbert Doctorow
August allergies BNE Intellinews
Russian flows to Europe via TurkStream hit second-highest monthly level S&P
2024
Kamala Harris’s Big-Business Choice Zephyr Teachout, The New York Review of Books
Donald Trump: America has more ‘liquid gold’ under its feet than Saudi Arabia FOX
Digital Watch
Many safety evaluations for AI models have significant limitations TechCrunch
Brave New World? Human Welfare and Paternalistic AI (PDF) Cass Sunstein, SSRN
Why I Hate Instagram Now Conor Friedarsdorf, The Atlantic
50 years ago, CP/M started the microcomputer revolution The Register
The Supremes
After Chevron: Political Economy and the Future of the Administrative State LPE Project
Supply Chain
Can Morocco’s phosphate wealth put it at the centre of the global battery supply chain? BNE Intellinews
Class Warfare
Reform Caucus Wins Amazon Labor Union Officer Elections Labor Notes
How a Washington Tax Break for Data Centers Snowballed Into One of the State’s Biggest Corporate Giveaways ProPublica
Country diary: The night air is thick with bats Guardian
Antidote du jour (Paul Shaffner):
See yesterday’s Links and Antidote du Jour here.
