Stuff Reynard the Fox found interesting today.
Global macro:
- The wrong kind of money. Gavyn Davies
United States:
- More calling housing bottom. Calculated risk
- March consumer credit spikes on student, car loans. Bloomberg
Europe:
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- Hollande does not have long. Ambrose Evans-Pritchard
- Analyst reactions to Europe. Alphaville
Local:
- Company tax cut to go. AFR
- As growth returns to trend, Elvis will breath again. Wayne Swan