Global Macro/Markets:
- Best Predictor of Financial Crisis: Huge Inflows of Foreign Money – The Big Picture
- Our Energy Predicament in Charts – The Drum
- The Best Way to Save Banking Is to Kill It – Bloomberg
- Is the end of the oil era nigh? – Financial Times
- Global pool of triple A status shrinks 60% – Financial Times
North America:
- Freddie Mac Mortgage Serious Delinquency rate declined in February, Lowest since mid-2009 – Calculated Risk
- Analysts increase 2013 house price forecasts – Calculated Risk
- Boom Times on the Tracks: Rail Capacity, Spending Soar – Wall Street Journal
Europe:
- Meanwhile, in Greece… – FT Alphaville
- PIIGS Unemployment Rates – The Big Picture
- Cyprus has finally killed myth that EMU is benign – The Telegraph
- BoE sees £25 billion shortfall in bank capital – Bank of England
- Luxembourg minister says Germany seeks euro zone hegemony – Reuters
Asia:
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- China Regulator tells banks to curtail non-traded debt after wealth management products rose 53% YoY – Bloomberg
- New shipbuilding orders in China fell 45.2% y/y in 2012, and prices dropped 9.2% – Marinelink.com
- China aluminum giant Chalco reported RMB 8.2bn ($1.3 billion) loss, almost double what analysts expected – Reuters
- The Chinese Navy’s Has a Problem – The Diplomat
- Fat Profits Over but Sunny Days Still for China Banks – CNBC
Local:
- ANZ leads the way with Asia drive – The Australian
- Labor faces annihilation in marginal seats – The AFR
- The rise and rise of city residents – The AFR
- ATO to shut 10,000 SMSF’s – the AFR
Other:
- NZ launches first covered bond issue backed by mortgages – Interest.co.nz
- Insured losses since 1970 – The Economist
- Will the Fifth BRICS Summit be a Game-Changer? – The Diplomat
- BRICS to Form Development Bank – New York Times
- ‘Trickle-down consumption’: How rising inequality can leave everyone worse off – Washington Post
- Why Low Consumer Confidence Is A Good Thing – schaefferstradingfloor.com
