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:
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- 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:
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- 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