Sydney Heads, 1865, Eugene von Guérard, Art Gallery of NSW
…more to come…
China
- Chinese premier vows to stabilise the property market – SCMP
- ‘Skyrocketing’ debt at state firms among biggest challenges facing China’s economy – SCMP
- Shanghai Said to Be Nearing Purchase Curbs for Warming Property Market – Caixin
- China’s rust-belt city Shenyang may let young homebuyers dip into parents’ housing funds – SCMP
- China’s Incompatible Goals – Project-Syndicate
- State-Owned Non-Ferrous Metals Firm Files for Bankruptcy – Caixin
- China and the Future of Commodity Prices – Project-Syndicate
- China’s debt bubble threatens global economy – Nikkei Asian Review
- China’s mounting toxic debt casts shadow over economy – Nikkei Asian Review
- Renminbi Series Part 2: Is China’s Currency Fairly Valued? – Peterson Institute
- There’s No Sign of a China Rebound Yet – Bloomberg
- Differentiated Policies Needed for China’s Property Market – Economonitor
- Smog-Fighters Target Rural China’s Coal Stoves – Caixin
- Gov’t May Let Banks Hold Less Cash in Reserve for Sour Loans – Caixin
- Unintended consequences of monetary and regulatory policies on banks’ risk-taking behaviour: A closer examination of China’s shadow banking – VoxEU
- China’s latest five-year plan could be its last – CER
- How China’s Anti-Corruption Campaign Is Putting Pressure On A Slowing Economy – IB Times
- Welcome to Shenzhen, home to the planet’s fastest rising house prices – Guardian
Asia
- Nobel laureate Krugman calls for tax hike delay, stimulus measures – Japan Times
- Malaysia central bank says to act against 1MDB over $1.8 billion foreign funds – CNBC
- Taxing Home and Car Buyers Helps Singapore Keep Its Budget in Check – Bloomberg
- China to help develop Mekong River basin – Nikkei Asian Review
- Singapore is struggling with its founding father’s economic legacy – Nikkei Asian Review
- Singapore Consumer Prices Extend Longest Slump Since the 1970s – Bloomberg
- India takes on seed engineer Monsanto – Nikkei Asian Review
- Oil Decline Takes Toll on Saudi Conglomerate — Energy Journal – WSJ
- Singapore Budget 2016: Singapore’s continued relevance – that’s the big question – Business Times
- India: the last of the Brics left standing – Prospect, Magnus
- Taiwan again cuts key rate amid weak economy, global easing – Nikkei Asian Review
- More Japanese companies enjoying zero-interest fund procurement – Nikkei Asian Review
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Europe
- Europe is now drowning under the cost of welfare bills – Telegraph, Lynn
- Russia, Light on Cash, Weighs Risks of a Heavy Tax on Oil Giants – NY Times
- The Success of Greek Structural Reforms – Project-Syndicate
- Brexit’s Questions for Europe – Project-Syndicate
- Financial populism in Germany – Economonitor
- Foreign CEOs in Moscow become an endangered species – BNE INtellinews, Corcoran
- The Orban grinder and Hungary’s monkey business with foreign investors – BNE INtellinews
- Causes of the Eurozone Crisis: A nuanced view – VoxEU
- Europe at a Crossroads: How to Achieve Efficient Economic Governance in the Euro Area? – Bruegel
- The Ultimate Exit Strategy: Why a Brexit Could Sink the EU – ValueWalk
- As ECB ramps up QE, its stake in government bond markets may double – Reuters
- German Property is Looking More Like London – Bloomberg
- Banks Say No to Funds From Flagship ECB Policy – WSJ
United Kingdom
- Liberty House tycoon vows to revive British steel industry – Guardian
- London house prices rose almost £500 a day in January – Guardian
- Chancellor Osborne ‘boxed-in’ by policy pledges – BBC
- Land Registry faces privatisation – Guardian
- Cost of hedging pound soars to near six-year highs on Brexit worries – Reuters
- BACK TO BASICS 2: IN WHAT TENURE? – Pieria…interesting look at UK housing…
- Welfare cuts: Two-nation Britain – Economist
United States
- Rule to Require Employers to Disclose Use of Anti-Union Consultants – NY Times
- As Coal Prospects Decline, a Colorado Town Reconsiders Marijuana – NY Times
- Ethanol Bust Adds to U.S. Fuel Glut and Losses Across Corn Belt – Bloomberg
- Bullard Sees Case for April Hike as Inflation Set to Pick Up – Bloomberg
- U.S. new home sales rise on strong gains in the West – Reuters
- The biggest winners under Donald Trump’s tax plan – CBS
- Why finding a starter home is harder than ever – Market Watch
- Bubble-era home buyers jumped at rising prices; today, they’re turned off – Market Watch
- Why the rise of Donald Trump has even Wall Street worried – Washington Post
- The number that tells us the economy might be doomed – Washington Post
- The trade-backlash explanation of Trump & Sanders – Bruegel
- U.S. manufacturing still weak; labor market flexes muscle – Reuters
- The Fed’s Misunderstood Dots – Bloomberg
- The One Economic Question Nobody Is Answering – WSJ
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Americas
- Study reveals awfulness of Canadian investor immigration; income tax averages C$1,400 per millionaire – SCMP
- Chinese Buy One-Third of Vancouver Homes: National Bank Estimate – Bloomberg
- Federal Budget 2016 boosts affordable housing by $2.3 billion, but foreign ownership mystery gets short shrift – Financial Post
- TTIP & TPP – A Threat to Latin America? – Economonitor
- Trudeau Stimulus Plan Puts Canada C$120 Billion Into the Red – Bloomberg
- Hedge Funds Dealt Setback as U.S. Sides With Argentina – NY Times
- The World’s Best Performing Market Is Still in Serious Trouble – Bloomberg
Terra Incognita
- Where is housing ‘affordable’ in Sydney? – ABC…epic but tragic read…
- Can US house price falls happen here? – Cuffelinks, Roger Montgomery
- Airports make up to 70% profit on car parking charges – report – Guardian…Monopolies: do they fleece you?…
- Why the RBA Is Keeping Quiet on the Aussie – Bloomberg
- ANZ, Westpac bad debt provisions set to rise amid commodity price crash – ABC, Janda
- Woodside Browse Basin decision ‘disappointing’ for Government revenue: Josh Frydenberg – ABC
- Budget explainer: why the federal budget falls in May – The Conversation
- Penalty rate cut will hurt economy without helping business: Labor – The Conversation
- Workers would benefit from lowering company tax: Sinodinos – The Conversation
- Graphite: to capitalise Australia needs to invest in conversion – The Conversation
- Explainer: how company versus personal tax cuts boost the economy – The Conversation
- Australia’s lost dreams of global champions – Paul Wallbank
- ANZ’s bad loans to miners are just ‘tip of the iceberg’, analysts say – Guardian
- The budget is coming, so standby for talk of ‘ordinary Australians’. Who are these people? – Guardian
- China’s ENN Group unit becomes largest single shareholder in Australia’s Santos, purchasing stake held by Hony Capital – SCMP
- Turnbull’s big gamble: The prime minister threatens an early election in a bid to stamp his authority – Economist
- Nationals’ Fiona Nash blasts Coles for suggesting competition laws will increase prices – Guardian
- Australian Energy Giant Woodside Delays Large Offshore L.N.G. Project – NY Times
- Turnbull extols ‘exciting times’ – Nikkei Asian Review
- Population surge: Melbourne booms as locals leave Sydney – Fairfax…how long before they leave Melbourne too?…
- Online payday lenders under scrutiny following Nimble investigation – Fairfax
- Woodside’s Replacement Problem – Bloomberg
- A return to full employment in Australia will require significantly higher deficits – Bill Mitchell
- More superannuation schemes to close – NZ Herald
Commodities
- First US shale gas sails into Europe as Ineos carrier arrives in Norway – Guardian
- Global Sugar Shortage Outlook Raised by Green Pool on El Nino – Bloomberg
- Angus beef cattle breeders see best returns in decades – ABC
- Rare Earths: driven by magnetic applications and diversity in supply – The Conversation
- The U.S. is tightening “dolphin-safe” tuna rules – CBS
- Goldman: Still underweight on resources stocks – CNBC
- How the world subsidizes overfishing, in two charts – Vox
- How South America’s lithium triangle is gearing up to feed our battery addiction – Guardian
- Asian LNG markets jostle to set benchmark – Nikkei Asian Review
- ‘Historic’ spending cuts putting future oil supply at risk, threatening spike in prices – Financial Post
- The current oil price rally is reaching its limits – Mineweb
- The “massive” rally that means China will curb steel exports – Mineweb
- Pipes to wi-fi show why copper’s troubles go beyond China slump – Mineweb
- Doctor Copper Hiding in Shanghai Warehouse – WSJ
- Seeds of change: Ukrainian minister seeks to bolster country’s agriculture – Platts
- Why Oil Prices Are About To Plunge Again: 31 Million Barrels In Floating Storage Are Coming On Shore – ZeroHedge
- Future of the chocolate industry looks sticky – CNBC
Capital Markets
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- Japan’s Bond Market Is Close to Breaking Point – Bloomberg
- Why Switzerland’s Franc May Be the Must-Buy Around `Brexit’ Vote – Bloomberg
- Helicopter Money Takes Flight as Latest Drastic Monetary Idea – Bloomberg
- Credit Suisse to axe 2,000 more investment banking jobs – Reuters
- Scrambling for cover, U.S. shale producers ramp up hedging – Reuters
- Frenzy for junk bonds isn’t going to end well – Market Watch
- Bank of England: Don’t wipe out international banking – Telegraph
- Negative interest would test banks’ creativity – CNBC
- Wall Street’s 0.01%: An Inside Look at Citi’s Secret Client List – Bloomberg
- Credit Suisse Chief Says Risky Bets Were a ‘Surprise’ – NY Times
- How Fed Makes Markets Purr – WSJ
- Regulatory sanctions and reputational damage in financial markets – VoxEU
- Bank lending and the sharing of borrower Information – VoxEU
- Resource write-downs at Japan’s trading houses seen topping 1tn yen – Nikkei Asian Review
- Hedge Funds Have a Performance Problem – Bloomberg
- If Every Bond’s a Winner, Why So Many Losers? – Bloomberg…good read…
- Liquidity Death Spiral Traps Credit Suisse – Bloomberg
- Brexit Fears Boost Sterling Put Buying – Marc to Market
Global Macro
- Trade Deficits Come Due Someday – Bloomberg, Noah Smith…except in Australia?…
- What Brazil’s turmoil says about corruption in emerging markets from South Africa to Malaysia – SCMP
- Economics in a Time of Political Instability – Project-Syndicate
- New Rules for the Monetary Game – Project-Syndicate
- Half of world stocks riding bull market on a rally fuelled by the Federal Reserve – Financial Post
- The Fed’s Credibility Dilemma – Bloomberg
- ‘Stagflation’ could be the latest 1970s trend to make a comeback – MarketWatch
…and furthermore…
- Shedding Light on Shadow Banking (pdf) – IMF
- Georgia’s DIY Oil Pipeline: The Art of Concealing Crude under Cabbage – Eurasianet
- Is Prostitution Just Another Job? – NY Mag
- What Are the Chances? – Boston Magazine
- Rockefeller Family Fund hits Exxon, divests from fossil fuels – Reuters
- Stepped-up security is becoming a cost of doing business in an age of terrorism – Washington Post
- Your Phone Was Made By Slaves: A Primer on the Secret Economy – Long Reads…worth a look…
- Djibouti Is Hot: How a forgotten sandlot of a country became a hub of international power games. – Bloomberg
- Five steps to help us bridge the gap between millennials and pensioners – Telegraph
- This is what 30 years of China trumping the U.S. on trade looks like – Market Watch…wow…
- Orwellian economy? Millennials get paid like it’s 1984 – Market Watch
- Reckoning With Inequality – Project-Syndicate
- The Economist’s Concubine – Project-Syndicate
- Why few hackers are lining up to help FBI crack iPhone encryption – LA Times
- China’s Pledge Might Mean End Game for Ivory Trade – Caixin
- Here come the robot advisers – Prospect
- The Work That Makes Work Possible – The Atlantic
- Scientists Can Now Watch the Brain Evaluate Risk – The Atlantic
- The hidden victims of the Global Crisis – VoxEU
- Are We in a Higher Education Bubble? – Slate
- Aswath Damodaran Session 14 (Undergraduate): Time Weighted Returns & Equity Analysis – Value Walk…good explainer for those who don’t know…
- In Shift to Streaming, Music Business Has Lost Billions – NY Times
- How Amar Bose used research to build better speakers – CNBC
- Macroprudential Policy: A Case Study from a Tabletop Exercise (pdf) – NY Fed…very good read…