China
- China atwitter over next ‘tiger’ to fall in corruption purge – FT.com
- Luxury labels embrace “new normal” as Chinese market shrinks – Want China Times
- S Korea-China FTA could hurt Japanese businesses in China – Want China Times
- China’s real property problem – Fairfax
- The SPFTZ, a concrete first step towards China’s new development model? – Vox
- China unveils tax template for some foreign cross-border investments, sources say – SCMP
- City and rural banks in Zhejiang latest to gain from cuts to required reserve ratio – SCMP
- China to sign New Silk Road investment deals next month, state media report – SCMP
- More domestic players to fill tech void – China Daily
- More easing moves likely to combat deflation – China Daily
- Australian central bank chief still bullish on Chinese demand – China Daily
Asia
- India goes back to future with $137 bln rail push – Reuters
- Can Asia Afford Low Taxes? – Bloomberg
- Turkey’s Central Bank Fiasco – Bloomberg
- The Japanese Aren’t Benefiting from Cheaper Oil – The Yen Is the Reason Why – Bloomberg
- Japanese Investment in the United States: Superior Performance, Increasing Integration – Peterson Institute (Pdf)
- 2 Years Of Abenomics Later: Joblessness Jumps As Retail & Household Spending Slump – Zero Hedge
- India plans £88bn railways revamp – Guardian
- Japan output jumps but consumers unconvinced by Bank of Japan stimulus – Reuters
- After Indonesia retreat, GM retrenches in Thailand, too – Reuters
- Bank of Japan’s Kuroda Still Seeking Blastoff – WSJ
- How Singapore Became an Entrepreneurial Hub – HBR
- Forget Greece, Japan is the world’s real economic time bomb – Fortune
United States
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- White House heads for battle over pensions reform – FT.com
- S. Healthcare And The Tragedy Of The Commons – Zero Hedge
- Welcome to good deflation: real retail sales flat, real average wages highest in 35 years – Bondad
- Wage stagnation: primarily a story of manufacturing jobs – Bonddad
- The US housing recovery is strengthening – XE.com
- Lower gasoline prices dampen U.S. consumer inflation – Reuters
- New-Home Sales Are Surging. Why Aren’t Existing Homes As Hot? – WSJ
- Fed’s Williams Sees Door Open for Interest-Rate Increases Starting in June – WSJ
- What Will Make Fed’s Yellen ‘Reasonably Confident’ in Inflation Rebound? – WSJ
- Measuring Risk from US Tax Bracket Changes – Economonitor
- S. must ‘face up’ and include currency in trade deal, Levin says – Market watch
- US falls back into deflation for first time since crisis – Telegraph
- The McMansion is back, and bigger than ever – Washington Post
- Why rising wages might be bad news – Washington Post
- All we need is a little patience, says Wall St on rates – ABC
- Is the American Dream dying? – CBS
- Is the U.S. economy in danger of deflating? – CBS
- The Fed Has Never Been More Polarizing – ThirtyFiveEight
- Distressed Sales Accounted for Almost 13 Percent of Total Home Sales in December 2014 – Core Logic
- Asian-American families are closing the racial wealth gap the fastest – Quartz
- Buffett, a cheerleader for America, takes his checkbook abroad – Reuters
- How 14,000 Workers Managed to Slow Down the Entire Economy – The Atlantic…the ghost of Harry Bridges looking on…
- Is the US Really Experiencing Deflation? – Marc to Market
- Greenspan: Effective demand as weak as during Depression – CNBC
Americas
- How the falling loonie and low rates could lure more foreign investors to Canadian housing – Financial Post
- China gets approval to build Argentina satellite tracking station for moon missions – SCMP
- Venezuela Jails Store Owners Accused Of Creating Queues: Maduro – IB Times
- Brazil: Correcting Its “Fiscal Slippage” – Global Finance
- Fiscal Impact of Lower Oil Prices on Latin America and the Caribbean – IMF Direct
Europe
- German Parliament Approves Greek Bailout Extension – IB Times
- When do we decide that Europe must restructure much of its debt? – Michael Pettis…good read…
- Moscovici says ‘Grexit’ would raise question – who’s next? – Reuters…would it ever…
- Greece to stop privatisations as Syriza faces backlash on deal – Telegraph, AEP
- Should other Eurozone programme countries worry about a reduced Greek primary surplus target? – Bruegel
- Russia’s Insider Traders Know Putin’s Plans – Bloomberg…they also knew of the Cypriot bail in…
- Unlikely Winners of Greece’s Surrender – Bloomberg
- Greece vs. Europe: Who Won? – Bloomberg
- Europe Weans Itself Off Bank Loans – Bloomberg
- Ukraine’s Tarnished Poster Child for Reform – Bloomberg
- Varoufakis counts on Draghi to avoid Greek default in March – Ekathimerini
- Greece’s Reprieve: In Praise of Kicking the Can Down the Road – Peterson Institute
- Debt sustainability and economic convergence of euro-area Member States: Challenges and Solutions – Peterson Institute (Pdf) …good read…
- Greece — the perfect example of debt deflation – RWER
- Minimum wages in European austerity countries: Greece is different (but not as you are made to expect) – RWER
- A Five-Step Plan for European Prosperity – Project-Syndicate
- Tsipras Reversal Draws Greek Sympathy as Party Rumblings Rise – Bloomberg
- Only More Greek Drama Will Avoid the Drachma – WSJ
- German centre-right ‘disappointed’ over extension of French deficit deadline – Euractiv
- Brussels demands more ambitious reforms from France – Euractiv
- IMF bent its rules to hobble Greece with unsustainable debt – Market Watch
- Poland’s improving fortunes highlight pockets of safety in CEE – Euromoney
- GREECE’S FUTURE IS ITS PAST – Pieria
- Russia to tap $50 billion from Reserve Fund as deficit balloons – Reuters
- QE Experiment in Sweden Produces Scant Results: Nordic Credit – Bloomberg
- Prices From Germany to Italy Signal Weakening Deflation Risks – Bloomberg
- Of a momentary surrender and a longer fight: Greece v Eurogroup – Constantin Gurdgiev
United Kingdom
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- Home owners outnumber mortgage borrowers for first time – Telegraph
- In Britain’s labour market ‘flexibility’ means letting employers off the hook – Guardian
- The UK’s economy cannot run on frothy coffee for ever – Guardian
- Bank of England to boost watchdog role after failing to spot forex rigging – Guardian
- Why Britain Struggles With Its Banks – WSJ
- Bank of England’s Shafik Sees Rate Rise as Likely Next Move – WSJ
- Unless we build more homes, the housing crisis could end very badly – Telegraph
- Mapped: 10 years of Britain’s house price boom (and bust) – Telegraph …good graphic…
- THE COALITION GOVERNMENT’S RECORD ON IMMIGRATION – Pieria
- The Bank of England’s theory of everything – BBC…Good read…
Terra Incognita
- Business turns on Tony Abbott as cabinet urged to act – Fairfax…he really is a political carcass…
- Tony Abbott’s leadership enters the death zone – Fairfax
- Former News Ltd boss John Hartigan calls for Tony Abbott to go – Fairfax
- Woolworths blinks in supermarkets’ price war – Fairfax
- Australian researchers 3-D print two jet engines – UPI
- Senators and MPs back data retention scheme but want more safeguards – Guardian
- Paranoia grips Liberals as self-defeating Abbott lurches from one disaster to the next – Guardian
- Australian health insurance premiums to rise by average of 6% – Guardian…obviously not inflationary…
- Battle for Liverpool Plains: Chinese coal project tears at fabric of rural NSW – Guardian…aren’t we getting out of coal?…
- Australian dollar calm ahead of next week’s interest rate storm – Fairfax
- Australian coal industry takes another step closer to the abyss – Fairfax
- No debt crisis in Australia but spending cuts needed, new Treasury secretary, John Fraser, says – ABC
- Private health insurance premiums to increase by average 6.18 per cent, Sussan Ley urges consumers to shop around – ABC…shop around for politicians too…
- Josh Frydenberg rebuffs calls for financial planning commission – Fairfax
- Australia almost top in world ranking of retiree welfare – Fairfax…isn’t that nice…
- National income continues to be redistributed from wages to profits in Australia – Bill Mitchell
- Debt, deficits and averting disaster – The Monthly
- Playing the blame game – The Monthly
- Cheap But Not Poo Berry Cheap – The Idiot Tax…nice one idiot, I’ve thought the same in pub dunnies….
Commodities
- The Immorality of Coal – Project-Syndicate
- Saudis’ Oil Price War Is Paying Off – Bloomberg
- Brent rises above $61, set for biggest monthly gain since 2009 – Reuters
- Cheap is king: Russia, Ukraine add to China steel export flood – Reuters
- Euronext to launch new wheat futures on March 2 – Reuters
- Global Oil Price Yardsticks Tell Different Stories – WSJ
- Why did the price of oil fall after June 2014? – Vox
- Glencore to cut Australia coal exports to ease glut – Mineweb
- Zinc continues to falter – Mineweb
- Have the big banks been manipulating gold and silver prices? – Mineweb
- United States will not become the ‘new Saudi Arabia’ of global energy – Telegraph
- China acts to rein in illegal activity in rare earths – China daily
- PetroChina, Sinopec merger makes little sense – Reuters, Clyde Russell
- Platinum price puzzles – Mineweb
Capital markets
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- Major Firms Are Saying the Stage Is Set for Another Crisis in the Bond Market – Bloomberg
- US set to raise uncleared swaps requirements – FT.com
- Dollar pauses after rallying on U.S. data, Fed remarks – Reuters
- There are positives to negative yields – FT.com
- Bond issuers increasingly turn to hybrids – FT.com
- How Bad Could It Get Once the Fed Starts Raising Rates? – WSJ
- As Hedge Fund Returns Falter, Money Continues to Flow In – NY Times
- Termites Beneath USD Foundation Masked by Strength Against Euro/Yen – Financial sense
- 10 Things to Know About Negative Bond Yields – Bloomberg, El Erian
- Fund Managers Are Very Bullish – Short Side of Long
Economics, Markets and Central Banks
- Welcome to the dark side: GDP revision and the non-observed economy – Bruegel…good read…
- The “Plucking Model” of Recessions and Recoveries – Bruegel…very good read…
- Toward a joined-up research agenda for central banks – BIS (pdf)…useful basic comparison between macroprudential and monetary policy…
- Labor’s Declining Share in Manufacturing – Peterson Institute
- The Price Paradox – Project-Syndicate, Skidelsky
- The Visible Hand of Economic Prosperity – Project-Syndicate
- Ignore at your peril: Liquidity risk and macroprudential policy – Vox
- Fiscal multipliers in downturns and the effects of Eurozone consolidation – Vox
- Cost competitiveness: A dangerous obsession – Vox
- Quantitative Easing and Monetary Aggregates – NY Times, Krugman
- ‘DOUBLING DOWN’ IS A VALUABLE TOOL FOR INVESTORS – Pieria
- Central Banks With Negative Rates Spur Question of How Low to Go – Bloomberg
Global Macro
- Corporate Borrowing Now Flows To Shareholders, Not Productive Investment: Study – IB Times…been that way for a generation now…
- Emerging Economies’ Demographic Challenge – Project-Syndicate
- Welcome to the new, global Tangentopoli – Reuters…corruption is a global scourge…
- Unhealthy secrets about pay that every banker lusts to learn – FT.com…very good read…
- The Popular (But Risky) Habit Of Cherry-Picking Economic Data For Business-Cycle Analysis – The Capital Spectator
- Deflation, Growth & The Next Recession – The Capital Spectator
- ‘Good Deflation’? It Doesn’t Exist – WSJ
- Regulators on Leveraged Lending: A Cheat Sheet – WSJ
- Credit supply and the housing boom – Vox …good read…
- Yes, the World Is Out to Get Active Managers – Bloomberg
- Workers struggle in a time of plenty – Market watch, DeLong…pertinent read…
- Why companies are rewarding shareholders instead of investing in the real economy – Washington Post
- Fossil fuel clampdown could finally be on its way – World Finance
- The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies – Musings on Markets…good read…
- Skills and innovation strategies to strengthen manufacturing: Lessons from Germany – Brookings Institute
- Putin’s Gas Problem – Project-Syndicate
- The EU’s plan for an energy union would call Vladimir Putin’s bluff – Guardian
- This time around, Russia-Ukraine gas feud is mostly hot air – Reuters
- All about Iran: One-note Netanyahu goes totally tone deaf – Reuters
And furthermore
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- Not living the dream: the five most overrated jobs – Telegraph…a lot of truth in all of these…
- How to stop procrastinating – now – Telegraph…why would you bother?…
- Goldman Employees Reaped $2 Billion From 2008 Options Last Year – Bloomberg
- Siemens Seeks to Ease Parking Frustration With Spot-Finder App – Bloomberg
- Can the United States Deter Commercial Cyberespionage? – Peterson Institute
- The Parkinson’s Mystery – Project-Syndicate
- More than measles: The threat to America’s ‘herd immunity’ – Reuters
- Debt-Based Money vs. Sovereign Money (Infographic) – Positive Money…good graphic…
- Aston Martin releases images of new 800-hp Vulcan – UPI
- Resale Prices Tumble on Electric Cars – WSJ
- Distrust in finance lingers: Jewish persecution and investments – Vox…very good read…
- What Is ‘Middle-Class Economics’? – NY Times
- In Corporate Crimes, Individual Accountability Is Elusive – NY Times
- The terrifying rate at which smokers die from smoking – Washington Post
- Major insurers are finally revealing one of health-care’s greatest mysteries – Washington Post
- The pros and cons of retiring in a big city – CBS
- Rogue trader Nick Leeson: There will be more financial scandals while people go unpunished – SCMP…which is why it’s time for heads on sticks…
- Uber’s Food Delivery Experiment in Barcelona – HBR
- Jamie Dimon’s Diaspora: The lofty perches where ex-JPMorganites land – Fortune
- 5 Ways Department Stores Are Fighting to Stay Alive – Time
- The Taxing Problem With Working Longer – Time
- How minimum wages can hurt employment – World Finance
- It’s time to order furniture for your micro apartment – Quartz
- “There’s no such thing as an accidental repost:” likes and retweets Russia has used to prosecute activists – Quartz
- Chinese speakers use more of their brain than English speakers – Quartz
- Scientists now know why global warming has slowed down and it’s not good news for us – Quartz
- Why the Gap Between Worker Pay and Productivity Is So Problematic – The Atlantic
- Explainer: what is the Bilderberg Group? – Irish Times
- How Google and Coursera may upend the traditional college degree – Brookings Institute
- How the Chinese Zodiac Affects National Birth Rates – Priceonomics