This will be a little slower than usual today…..
China
- China’s superlative growth looks hard to sustain – Reuters
- Chinese corporate failures pegged to rise – Nikkei Asian Review
- Xi’s Reform Gambit – Project-Syndicate
- What Bad-Loan Crisis? China Banks Jump Most Since 2009 – Bloomberg
- Russia may seek China help to deal with crisis – SCMP
- China says economy was 3.4pc bigger last year – SCMP
- Beijing may boost project spending in Russia amid rouble crisis – SCMP
- China adds the equivalent of Singapore to its 2013 economic data – Telegraph
- HKMA probe finds no proof of forex rigging – SCMP
- Thousands of government officials in China prevented from taking expensive MBA courses – SCMP
- China stakes claim in Central and Southeast Europe – BNE
Asia
- Wave of minimum wage hikes spreading across Indonesia – Nikkei Asian Review
- Japan, Australia, US start new era with F-35 service agreement – Nikkei Asian Review
- Singapore developer funds expansion overseas – Nikkei Asian Review
- Myanmar, on the way to ending poverty – Nikkei Asian Review
- Abenomics gets economic diagnosis all wrong – Nikkei Asian Review
Europe
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- Russia’s foreign banks have varying pain barriers – Reuters
- Russians Quit London Luxury-Homes as Only Super Rich Stay – Bloomberg
- EU leaders agree investment package to boost economy – Reuters
- The casualties of Russia’s decline – BBC
- Is Putin right? – BBC
- Running From the Ruble – Project-Syndicate, Sergei Guriev…very astute observer of contemporary Russia…
- Hollande Floats Russian Sanctions Relief in EU Split – Bloomberg
- Swiss franc hits two-year low as SNB cuts rates to negative – Reuters
- Russia Forcing SNB Hand Drains Arsenal Before ECB Move – Bloomberg
- Unscheduled Prodi visit to Putin takes Russia-EU conflict back to its roots – BNE...are the Europeans buckling?…
- The oil price is all that matters regarding Russia – BNE…100% correct, its only crude that matters…
- Russia doomed to recession – BNE…epic read…
- Ukraine is Russia in 1998 – BNE
- Renault-Nissan boss warns of ‘bloodbath’ for car sales in Russia – Telegraph
- German consumer confidence highest in eight years – Telegraph
United States
- U.S. jobless claims signal firmer labor market; other data mixed – Reuters
- Oil Crash Exposes New Risks for U.S. Shale Drillers – Bloomberg
- Exxon Mobil Shows Why U.S. Oil Output Rises as Prices Plunge – Bloomberg
- Fed’s Lacker Supports FOMC ‘Patient’ Statement on Rates – Bloomberg
- Williams Sees June as Time to Start Weighing Higher Fed Rate – Bloomberg
- Fixing the broken talent flow – Washington Post
- How malls are reinventing themselves for the e-commerce era – Washington Post …worth a read…
Americas
Commodities
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- Russia Expanded Gold Reserves for 8th Month Amid Ruble Rout – Bloomberg
- Why $60 a barrel oil is the new $75 – Quartz
- OPEC’s Loss of Control Creates Contagion Fears, Mitsui Says – Bloomberg
- Russia Puts Brakes on Grain Cargoes as Extra Rules Slow Exports – Bloomberg
- Qingdao scandal casts a long shadow over metal markets – Reuters
- Credit Suisse cuts 2015 gold price, bullish on zinc – Mineweb
- Gold hedging creeps back – Mineweb
- Iron ore plunges to 5-year low on falling demand from China – SCMP
- Big players dominate in 2014 mineral exploration spend – Mineweb
- Falling oil prices, new regulations spell trouble for Bakken – Platts
- Oil price fall is temporary, says Saudi minister – BBC
- Why Are Commodity Prices Falling? – Project-Syndicate
- The Oil Price Opportunity – Project-Syndicate
- The Conventional Wisdom On Oil Is Always Wrong – FiveThirtyEight
- WTO ruling on US’ countervailing duties on China may weaken trade practices: lawyers – Platts
- Wheat Climbs to Highest in Almost Seven Months on Russia Concern – Bloomberg
Capital Market
- Bankers See $1 Trillion of Investments Stranded in the Oil Fields – Bloomberg
- The Blacklist That Rules Wall Street’s Loan Market – Bloomberg
- Fed calls time on $5.7 trillion of emerging market dollar debt – Telegraph
Global Macro
- The world economy in 2015 will carry troubling echoes of the late 1990s – Economist
- Fears are growing that trade’s share of the world’s GDP has peaked. But that is far from certain – Economist
- Figuring out the proper time to sell a bear market – Platts
- Fear factor? Let’s worry about stagnation rather than catastrophe – Independent
- Banks made it easier for everyone but prospective homeowners to get a loan this year – Quartz
- Can Marijuana Black Market Compete With Legalized Industry? – IB Times
- The economics of oil have changed. Some businesses will go bust, but the market will be healthier – Economist
- Oil jumps three percent to $63 as energy firms slash investments – Reuters
- Iron Ore Shipping Rates, Prices Slump to 5-Year Low on China – Bloomberg
- The sun is setting on the emerging market miracle – Telegraph
- Why 2015 will be good for the West but bad for emerging nations – Telegraph
And Furthermore…..
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- The Next Affluent Society – Pieria
- Breaking the Cycle of Deficit Fetishism – Pieria
- What The Next Generation Of Economists Is Working On – FiveThirtyEight
- Economists Aren’t As Nonpartisan As We Think – FiveThirtyEight
- Institutions, instability and inequality – Pieria
- Is Rising Inequality Helping Right Wing Politicians? – Pieria
- Is a reverse mortgage a good retirement strategy? – MarketWatch
Local
- Australian State Unveils $16 Billion Power-Asset Leasing Plan – Bloomberg
- New Zealand Economy Grows Faster Than Central Bank Forecast – Bloomberg
- Friendly fire: Is the economy a victim of the Coalition’s war on wages? – Fairfax
- Glencore buying Rio Tinto could burn hole in Hockey’s pocket – Fairfax
- MYEFO forecast not for the real world – Fairfax …Gitto is right here, so the logical conclusion is a can kick to the budget for reality in forecasts….
- Australia needs more than dense housing arguments – The Conversation
- Royal Commission finds bad judgement, not wrongdoing by Gillard over slush fund – The Conversation
- Sinodinos quits ministry as reshuffle looms – The Conversation
- Abbott should be bold with his reshuffle – The Conversation
- MYEFO projections signal a deepening income recession – The Conversation
- Why it’s time to hike the GST and levy an inheritance tax – The Conversation
- Without revenue, Australia can only have half a budget debate – The Conversation
More to come…..