Global Macro/Markets:
- The stock market and economy are two very different animals – Abnormal Returns
- A new era for gold? – Financial Times
- BRICs Abandoned by Locals as Fund Outflows Reach 1996 High – Bloomberg
- No ‘Irrational Exuberance’ in Stocks Now: Greenspan – CNBC
North America:
- 2013 Economic Report of the President – whitehouse.gov
- Ten Economic Trends Through The Eyes of White House Economists – Wall Street Journal
- Consumer prices post largest increase in nearly four years – Reuters
- Fed: Industrial Production increased 0.7% in February – Calculated Risk
- Preliminary March Consumer Sentiment declines to 71.8 – Calculated Risk
- Consumer sentiment hit by fiscal policy concerns in March – Reuters
- And the King of the Fiscal Squeeze Is…Bill Clinton? – cato.org
- Want to debate Medicare costs? You need to see this chart first. – Washington Post
- Manufacturing Picks Up Heading Into U.S. Budget Cuts – Bloomberg
- Bankistan Vanquishes America – Barry Riholtz
Europe:
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- Delusions at the European Commission – New York Times
- Could Hungary Be Thrown Out of the EU? – CNBC
- King speaks out to halt sterling’s fall – Financial Times
- ECB: Euro area economic situation and the foundations for growth (slides from the presentation) – ECB
- EU Said to Plan Concession on Tax Credits as Bank Capital – Bloomberg
Asia:
- New data reveal scale of China abortions – Financial Times
- China: The Jobs Report – China Real Time Report – Wall Street Journal
- Japan Seeks to Join Pacific Trade Pact – New York Times
- Real estate agencies are pushing Chinese to buy before 20% capital gains tax is imposed – Want China Times
- Great presentation by Kyle Bass on Japan (and China in Q&A) – Chicago Booth
Local:
- Vic Government takes $200 million hit – The Age
- Why nominal GDP is so flat – The Age
- Budget sinks – no sign of revival – The Australian
- RBA more likely to move up than down – The AFR
- Lies, damn lies, and Australian politice – The AFR
- Rio’s $12 billion offset to hit MRRT take – The AFR
- States wrangle on GST take – The AFR
Other:
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- Everyday externalities – New York Times
- Younger Generations Lag Parents in Wealth-Building – New York Times
- How younger people are getting poorer in one chart – Washington Post
- Economic potential: Not the 1970s – The Economist