Global Macro/Markets:
- Koo: Currency Markets Misinterpreting QE – Pragmatic Capitalism
- QE Forever? – Naked Capitalism
- Japan and UK must lead way to reflation – Financial Times
North America:
- Don’t panic – financial reform is coming to America – Financial Times
- Fed member hints at summer slowing of QE3 – Financial Times
- Should Fed Raise Rates to Curb Risk Taking? – Wall Street Journal
- States with weakest firearm laws lead in gun deaths: study – Reuters
Europe:
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- Hungary aims to boost bank lending with zero rates – Financial Times
- Why the anti-euros can’t win – Business Spectator
- Draghi Considers Plan B as Sentiment Dims Post Cyprus Fumble – Bloomberg
- German economic output ‘at near stagnation’ – BBC
- If Britain is ‘broke’, it has been for most of the last 300 years – The Guardian
- Bank of England makes no change to 375 billion pounds stimulus scheme – Reuters
Asia:
- S Korea’s inequality battle – Financial Times
- Japan & Asia: the knock-on effects – Financial Times
- What Chinese Koreans in Seoul think of the North Korean threat – Wall Street Journal
- 15 years too late: Reviving Japan (the ECB should watch and learn) – The Market Monetarist
- What if air pollution gets so bad that Beijing just has to be evacuated? – New York Times
- Fertility rates and population estimates for China – The Economist
- One Soviet Leader China Could Emulate…and it’s not Gorbachev – The Diplomat
- Why China’s Economy Might Topple: Martin Wolf – Financial Times
- South Korean Ship Makers hurt by slowdown in commodity demand – Bloomberg
- Bank of Japan: Introduction of the quantitative and qualitative monetary easing – boj.or.jp
- Bank of Japan Boosts Bond Purchases as Kuroda Takes Helm – Bloomberg
- Bank of Japan to double monetary base – Financial Times
- Asian currency wars cometh – ibtimes
Local:
- RBA reading tea leaves – Roger Montgomery
- Western Australia’s Energy Boom: Built to Last? – The Diplomat
- ‘Sizeable’ immigration key to economic growth, says Gillard – The Australian
Other:
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- The Bill for the Iraq and Afghanistan Wars: $4 to $6 Trillion – The Diplomat
- Money should be printed for populations, not banks – Club Troppo
- The death of peak oil – Econbrowser