Global Macro/Markets:
- Response to the Kouk’s claim that gold is a novelty; a useless bubble – Bullion Baron
- How the violent gold collapse may pose a systemic risk to the financial system – Quartz
- Serious flaws in Reinhart-Rogoff’s public debt-to-GDP analysis – Rorty Bomb
North America:
- The Outlook for the National and Local Economy – Federal Reserve Bank of New York
- US Fed’s Dudley: current level of QE is appropriate – ForexLive
- Housing Starts increase to 1.036 million SAAR in March – Calculated Risk
Europe:
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- EU votes against carbon market fix – Financial Times
- British labour market: bad & getting worse – Bill Mitchell
- Are Germans really poorer than Spaniards, Italians and Greeks? – VOX
- Germany ‘too weak to withstand more stimulus’, says Angela Merkel – The Telegraph
- Protecting the eurozone at all costs is undermining IMF’s validity – The Telegraph
- Britain’s real minimum wage has fallen over the past 5 years – The Economist
Asia:
- Soros likens China trusts to subprime – Finance Asia
- China approves Glencore and Xstrata deal – Financial Times
- China’s Pettis moment – FT Alphaville
- China’s Growth Slows in 1Q: Only the Beginning? – The Diplomat
- Moody’s lowers China outlook after Fitch downgrade – Reuters
- Wage and Price Dynamics in a Large Emerging Economy: The Case of China – The Big Picture
- South Korea Unveils Fiscal Package to Support Growth: Economy – Bloomberg
- China Regulator Bans Lenders From Creating New LGFV Loans – Caijing
- Why China won’t mind slower growth (but others will) – Financial Times
Local:
- Flip-flop: Why the RBA is likely to cut interest rates in May – The Kouk
- IMF: Australian growth to be 3% in 2013 – Business Spectator
- Australia must wean itself from China – Bloomberg
- Garnaut warns RBA may have to cap dollar – The Age
Other:
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- “Rethinking Macro Policy II: First Steps and Early Lessons” – Econbrowser