Global Macro/Markets:
- The Long Mystery of Low Interest Rates by Kenneth Rogoff – Project Syndicate
North America:
- Yellen: Fed should focus on jobs, even if inflation edges past target – Reuters
- As Hedge Funds Thrive on Mortgages, the House Party Is Far from Over – Institutional Investor
- Only a Tiny Percentage of Americans Opposed to Breaking Up Big Banks – The Big Picture
- Fed Weighs a Reaction to Stirrings of Recovery – New York Times
- Obama ‘offering to cut US pensions’ for deficit deal – BBC News
- Canadian employment tanks – Twitter Pic
- Signs of a Canadian housing downturn are everywhere – Financial Post
- US economy adds 88,000 jobs in March – The AFR
- Gas price hints shale revolution fading – Financial Times
Europe:
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- What’s that shocking smell wafting around Europe? A financial system with the runs – The Global Mail
- Greece passes new law to spur investment, boost tourism – Reuters
- The euro crisis: Has anyone seen the ECB? – The Economist
- No Triple-Dip: UK Economy Fears Ease – CNBC
- Italy is now the largest borrower from the Eurosystem – Credit Writedowns
- Cyprus, where the vicious circle stopped – FT Alphaville
- A warning for UK first home buyers – The Telegraph
Asia:
- Japan’s ignoring modern Bernanke and following classic 1999 Bernanke – Macro Market Musings
- China as a case study for future Australian eco-cities – The Conversation
- U.S.Trade War With China? – The Diplomat
- Abe surprised me! – Noahpinion
- George Soros: Japanese Policy Dangerous, Yen Could Collapse – valuewalk.com
- Abenomics Takes Off: Can Japan Un-Doom Itself? – Matthew O’Brien – The Atlantic
- Soros to CNBC: China’s Property Bubble ‘Won’t End in a Crash’ – CNBC
- China’s internet: A giant cage – The Economist
- A Breakdown of China’s Trillion-Dollar Budget – tealeafnation.com
- What China Learned from the Soviet Union’s Fall – The Diplomat
- Africa and China are good for each other – Financial Times
Local:
- Chris Joye reinvents housing “bet” with Jeremy Grantham by including “total returns” (prices plus rents) – The AFR. Here’s the original bet. Question: why not include real values?
- Bullion Baron clinically dissects Chris Joye’s “bet” with Grantham – Bullion Baron
- Interesting RP Data research blog on population growth – RP Data
- Mirvac finance director quits – Business Spectator
- What a “sustainable” super system would look like – The Conversation
- What is a tax expenditure? – Matt Cowgill
- A reshuffling for Fairfax, but are they more consolidated? – The Conversation
- Coalition considers widening petroleum tax – Business Spectator
- BoQ head thinks Brisbane homes overvalued – Courier Mail
- Labor’s super changes a lost opportunity – Jess Irvine
- Super changes to hurt Canberra public servants – Canberra Times. Cry me a river…
- 457 wages higher than average – The Australian
- Sydney residents opting for high rise living – The AFR
- No budget surplus in forseeable future – The AFR
- Abbott in a nasty budget predicament – The AFR
Other:
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- Great interview with Jim Chanos about fraud and a lot more – Salon
- Thinking Straight About Debt – New York Times
- The (economic) objectives of immigration policy: a dialogue with Martin Wolf – Not the Treasury view…
- Trying to fix broken economics – Reuters
- Mozambique coal: Nippon steps in – Financial Times