Global Macro
- A healthy rise in Global yields Gavyn Davies
- The Bond anomaly has gone away BusinessInsider
- Shock and oil voxeu .. Europe to get another kickin’ ?
- Oil’s spare capacity is almost gone Gregor.US
- Apple as hegemonic swarm Ultimi Barbarorum
- Why all of the sudden fuss about the Squid? Washington Post … They’ve been doing it for years
- Ukraine looks to Greek PSI SoberLook
United States
- The week ahead CalculatedRisk
- Fed admits error in Citi stress test NYT
- Public and private sector payrolls CalculatedRisk and again
- Explaining America’s macro puzzle TheEconomist
- Unemployed and ‘Un-Banked’ NYT
Europe
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- IIF sounds the alarm on the next Europe debt crisis EmergingMarkets , must be on a time delay.
- Quelle Surprise! IMF warns on Greece again WSJ
- Evangelos Venizelos takes the job no one wants BBC
- Germany’s new President Guardian UK
- St Patrick’s Day, and that awful economy TheAtlantic on Ireland
- Today may not be the end for Greek CDS FTAlphaville
Asia
- China property prices continue to slide WSJ
- China shale gas deal nears completion WSJ
- More on the Indonesian mining story TheAge
- A new investment thesis for China Chovanec
Local:
- Asciano port fight about to turn nasty The Cupboard (Locked)
- ASIC wants bad news, faster AFR
- Future Fund tussles continue AFR
- SMEs blind on R&D tax incentives AFR
- Bligh prepares for thrashing SMH
- Where has all the tax gone ? Gittins! Not bad considering.
- The Pascometer on the other hand misses everything TheAge
Investing/Misc :
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- Shares and shibboleths The Economist
- Economics as a service… To the cloud! NYT
- A forecast for low returns NYT
- Northern lights filmed from space Telegraph UK
- Climate ‘tech fixes’ urged BBC
- A proper debt restructuring FTAlphaville
Quote/Tweet of the Day:
- Markets don’t change when fundamentals change, markets change when beliefs change – David Darst