….Sorry I was out last night, and will add to these as possible on a busy day today….
China
- ‘China likely to end up as a former would-be superpower’, says Goldman partner who called Japan’s demise – SCMP
- PBOC needs to get ahead of market curve as crunch persists – SCMP
- Chinese FX intervention could be due a comeback – Reuters
- China’s lower growth target is missed opportunity – Reuters
- China Loses Millionaires as Wealthiest Tempted Overseas – Bloomberg
- China’s Factories Are Building a Robot Nation – Caixin
- Gov’t Plans Budget Deficit of 1.62 Tln Yuan, Finance Ministry Says – Caixin
- Speculation on CDIC Article about Corrupt Prince ‘Ridiculous’ – Caixin
- China’s tax officials vow ‘shock and awe’ campaign in war against cross-border tax cheats – SCMP
- Could start-ups revitalise the Chinese economy? The government thinks so – SCMP
Asia
- Realizing the Indian Dream – Project-Syndicate, O’Neill
Europe
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- Greece sends EU reform list, more hurdles before early cash – Reuters
- Europe holds ‘noose around Greek necks’ as Athens scrambles to make debt payments – Telegraph
- Greece Gears Up for Euro-Area Talks as Cash Crunch Looms – Bloomberg
- ECB launches €1.1 trillion blitz as bond market dries up – Telegraph
- Ukraine’s Economy Is Worse Than It Looks – Bloomberg
- Draghi Pressures Greece as He Keeps Liquidity Tight – Bloomberg
- Against the tide: The fragmentation of Europe – Euromoney
United Kingdom
- British productivity is a national disgrace – Telegraph
- Let’s not forget the important trading opportunities the Commonwealth provides – Telegraph
- Drop in UK-registered ships risks damage to British economy – Telegraph
United States
- US unemployment takes shock tumble to 5.5pc – Telegraph
- S. Stocks Decline as Payrolls Report Fuels Rate Speculation – Bloomberg
- S. Economy Added 295,000 Jobs in February, but Wages Continued to Lag – NY Times
- Two Charts To Cheer Up Americans Who Are Disappointed With Their Pay – Bloomberg
- The New Jobs Report Shows Janet Yellen’s Quandary in a Nutshell
- The Recovery Is Complete: America Adds Most Waiters And Bartenders Since 2013 – Zero Hedge
- Dear Janet Yellen: We’re nowhere close to full employment – Market Watch
- February 2015 jobs report: headlines great, wages stink, underemployment mixed – Bonddad
- Debate around the 2015 rate hike intensifies – Sober Look
- Almighty dollar keeps hiring from being even stronger – Market Watch
- S. economy added 295,000 jobs in February – Washington Post
- The feds released today’s jobs data 62 seconds late, and suspicions flew – Washington Post
- Wages are telling us unemployment can go a lot lower – Washington Post
Terra Incognita
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- Foreign buyers in spotlight as government cracks down on illegal property purchases – Fairfax
- Gen X and Y, it’s time to toughen up – Fairfax
- Supermarkets’ brave new world – Fairfax
- Iron ore carnage: West Australian mines could close by July – Fairfax
- State governments need to step up – Fairfax
- Damn the torpedoes … full speed ahead! – The Monthly
- Why rev-head Ricky Muir is really a Labor man – The Monthly
- Debt, deficits and averting disaster – The Monthly
- Iron ore stocks tumble as price drops to six-year low – ABC
- Labor senator Sam Dastyari uses parliamentary privilege to name executives allegedly involved in foreign bribery – ABC …Australia’s approach to corruption by its companies is an international laughing stock…
- RBA’s Lowe Says High Aussie, Low Interest Rates Unavoidable – Bloomberg…so is he saying high unemployment and high debt is unavoidable?…
Capital Markets
- Banks Are Getting Better at Taking Stress Tests – Bloomberg
- S. Companies Are Stashing $2.1 Trillion Overseas to Avoid Taxes – Bloomberg …yep, self regulation is a wonderful thing…
- Crude Awakening: Why Next Week Could Be Carnage For Oil ETFs – Zero Hedge
- Bank Stress Tests: What the Analysts Say – WSJ
- RMB depreciation expectations shift trading strategies – Euromoney
- The euro just smashed through a 12-year-old barrier – Market Watch
Commodities
- Oil Rigs Get Slammed for the 13th Week – Bloomberg
- Chinese steelmakers face headwinds of slowing growth, glut in capacity – SCMP
- Coffee Farmers in Vietnam Seen Reaping Record Crop – Bloomberg
- Record Zinc Shortage Seen Widening as Producers Close Mines – Bloomberg
- World Food Prices Extend Drop to 4-Year Low on Bigger Harvests – Bloomberg
- Living the Saudi Dream – Project-Syndicate
- Zambia Copper Dispute Could Pressure Market – WSJ
- Gold-market investors I follow are now 100% in cash – Market Watch
Global Macro
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- A Fair Hearing for Sovereign Debt – Project-Syndicate, Stiglitz
- Publicly Funded Inequality – Project-Syndicate
- Pepperoni Turns Partisan – Krugman, NY Times …interesting read…
- Solar stocks soar 32% as Chinese documentary goes viral – Market Watch
…And Furthermore…
- The Day of the Drone – Project-Syndicate