Links 3 April 2013

Global Macro/Markets:

• The invisible assassin stalking oil demand (gas) – Business Spectator
• Bullish and bearish factors for gold – FT Alphaville

North America:

• Complete Confusion Over the Trajectory of US Manufacturing – Pragmatic Capitalism
• Poll Finds Banks Are Too Big, Most Americans Say – Huffington Post
• Rosenberg beginning to see signs of inflation – Business Insider
• Ford and Chrysler have best US sales month since 2007 in March – The Guardian
• Canadian manufacturing PMI prints sub-50 for first time since index created in 2010 – Twitter Pic
• What happened to Canada’s economic miracle? – Macleans
• Philly Fed: State Coincident Indexes increased in 45 States in February – Calculated Risk
• European industry flocks to U.S. to take advantage of cheaper natural gas – Washington Post

Europe:

• Europe PMIs crash – Business Insider; Twitter Pic
• European PMIs (for comparison): Twitter Pic
• Spain’s Deficit to Soar; GDP to Plunge; Job Losses Fastest in 3 Years – Mish Shedlock
• Euro Area unemployment rate stable at 12% in February – Trading Economics
• Unemployment in the euro area reached a record high in early 2013 – The Economist
• The Netherlands Falls Prey to Economic Crisis – Spiegel Online
• Eurozone bank lending YoY changes – Twitter Pic

Asia:

• China home sales set to fall 50pc after new curbs – South China Morning Post
• Why China’s economy might topple – Financial Times
• In China, how to end it like Beckham – Financial Times
• Should China keep its “Africa Dreams” to Itself? – The Diplomat
• North Korea’s Other Weapons Threat (and its not nuclear…) – The Diplomat
• I Suspect China Is Growing More Slowly Than Everyone Thinks – Business Insider

Local:

• PM playing with fire on super tax – The Age
• BHP hits back over mining tax – The Australian

Other:

• Prospect magazine’s top world thinkers – Prospect Magazine
• Thermal coal caught in Mexican stand-off – Financial Times
• Fiscal consolidation does not ‘slash’ the debt, but contributes to it – Prime Economics