China
- China reaps rewards from rebalancing push (SCMP)
- Beijing’s economic growth targets are too high, IMF says (SCMP)
- Well-Known Shanghai Businessman ‘Faces Embezzlement Probe’ (Caixin)
- China’s factories spring to life as global trade reawakens (Reuters)
- China’s Bad Dream (Project-Syndicate)
- Hunting Tigers in China (Project-Syndicate)
- China banking risks three times higher than US (Euromoney)
Asia
- Modi’s move to thwart WTO deal causes confusion (FT.com)
- India’s stance on the WTO customs deal is just not cricket. Or maybe it is…? (Quartz)
Europe
- Russian assets look cheap, but could get cheaper (FT.com)…a screaming buy already, they will get cheaper…
- Europe’s ‘sick man’ France dealt another blow as manufacturing contracts (Telegraph)
- Russian groups convert cash reserves (FT.com)
- Russia has reserves to ride out sanctions – assuming no panic (Reuters)
- Can Investment Save Europe? (Project-Syndicate)
- Against the tide: Energy – how will Europe fair? (Euromoney)
- Against the tide: QE this year is inevitable (Euromoney)
- The spectre of bail-in risk across Europe (Euromoney)
- In Portugal, Central Bank Moves to Clean Up Banco Espírito Santo (NY Times)
- Ukraine: Can meaningful reform come out of conflict? (Bruegel)
- Why Putin Has 2006 Flash Before His Eyes After Sanctions (Bloomberg)
United Kingdom
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United States
- US recovery rouses inflation concerns (FT.com)
- U.S. job growth cools, unemployment rate rises (Reuters)
- Inside Investment: Federal Reserve – tiny bubbles in the wine (Euromoney)
- Six Charts That Explain the Jobs Report (NY Times)
- Steady but Slow Remains the Story of This Recovery (NY Times)
- No-Exit Strategy May Be Fed Burden in Unwinding Stimulus (Bloomberg)
- U.S. Yield Curve Steepens First Time in Month as Jobs Disappoint (Bloomberg)
- The insanity of the US tax code: Bad Laws and Predictable Consequences (Musings on Markets)
Americas
- Argentina Default Is Ruled a Credit Event for Swaps (NYTimes)
- A Tear for Argentina (Project-Syndicate)
- Fed, on Target to End Bond Buying, Stresses Concerns on Jobs Market (NY Times)
Capital Markets
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- Argentina default triggers swaps payout (FT.com)
- Sberbank says sanctions hit global financial system (FT.com)
- World is at inflexion point as Fed tightening looms (Telegraph)
- RMB as Reserve: Rebalancing the Global Financial System (Caixin)
- Credit rating agencies scrambling to keep up with Russia-Ukraine crisis (Euromoney).…I am going as fast as I can…
- The Muddled Case of Argentine Bonds (NY Times)…week old, but good read…
- Argentine Bonds Decline as Default Triggers $1 Billion of Swaps (Bloomberg)
Commodities
- Small miners feel pinch from rush to boost iron ore output (SCMP)
- High cocoa prices no match for a sweet tooth (FT.com)
- China Cotton Output May Plunge as Government Ends Stockpiles (Bloomberg)
- Vale Sees Iron Rebound as Expansion Slowdown Eases Glut (Bloomberg)
- Cotton Prices Slaughtered! (The ShortSideofLong)
Global Macro
- WTO plunged into crisis as doubts grow over its future (FT.com)….an organisation dead in the water…
- The Long View: Unsettling creep of policy into price-setting (FT.com)
- Impasse at WTO seen as boosting appeal of bilateral deals for China (SCMP)
- Russia’s Eurasian Vision (Project-Syndicate)
- China’s Victory in Ukraine (Project-Syndicate)
- Why Can’t the Banking Industry Solve Its Ethics Problems? (NY Times)
And Furthermore
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- WHO warns Ebola outbreak spreading beyond control (FT.com)
- Berths boom as super-rich rekindle love affair with high-sea luxury (FT.com)…that will happen with global financial repression….
- Life on the eve of war: the first truly global financial crisis (Telegraph)…good read…
- What’s Almost as Certain as Death? Not Talking About the Inheritance (NY Times) ….it’s almost embarrassing to talk about how one earns money isn’t it? ….
- Kids and parents turn to coding to boost college, career prospects (LA Times) …good read.. where does a man pick this up in Oz?…
- Mapping the acceleration of Ebola in West Africa in five charts (Quartz)
- Middle-Class Death Watch: The Median Household Is Now Poorer Than in 1984 (Slate)
- Would a Name Change Help Malaysia Airlines? (Atlantic)
- The Economics of Your Face (Atlantic)
Terra Never Been a Better time to buy LaLaLandis
- Woodside Holders Reject $2.7 Billion Buyback Plan With Shell (Bloomberg)
- Forrest Backs Welfare Cuts to Double Jobs for First Australians (Bloomberg)
…more to come…