Global Macro/Markets:
- Soros Leads Gold-Stake Cuts Before Bear Market Drop – Bloomberg
- Gold bar premiums hit record in Asia on supply constraints – Reuters
- Gold Prices Falling – Business Insider
- U.S. Officials Deal Blow to Bitcoin – Wall Street Journal
- The deflation gang – FT Alphaville
North America:
- Brooklyn to California Bubble Threat Grows in Housing – Bloomberg
- The Fed’s Credibility Problem – ProPublica
- The Question the Fed Should Be Asking – Bloomberg
- Homebuilder Confidence in U.S. Climbs as Outlook Improves – Bloomberg
- U.S. Stocks Rise on Stimulus Bets as Manufacturing Falls – Bloomberg
- The CBO Is Likely Still Overestimating Future Deficits – Forbes
Europe:
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- Italy eases debt burden with new 30-year bond – IFR
- Euro Area ‘Austerity’ in One Chart – True Economics
- Euro Zone vs. U.S. Economic Growth – Wall Street Journal
- Euro-Area Exports Increase for Third Month on Germany: Economy – Bloomberg
- Self-defeating Austerity – New York Times
- Britons obsess about immigration, Germans focus on education – The Guardian
Asia:
- Japan economy records fastest growth in a year – Financial Times
- Japan’s Economy Grew More Than Forecast 3.5% in First Quarter – Bloomberg
- Japan Economy Sees Solid Growth – Wall Street Journal
- Abenomics passes an early test – Financial Times
- Gender income gap continues to widen – People’s Daily Online
- China lays claim to Okinawa as territory dispute with Japan escalates – The Guardian
- Mr and Mrs Watanabe take an Aussie Dollar dream Cruise – Wall Street Journal
Local:
- Floating LNG Upsets Oil and Gas Outlook in Australia – The Diplomat
- Abbott’s budget reply speech – LNP
Other:
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- The long and short of household formation – The Big Picture. Great read for understanding why housing starts can fall so low and stay there.
- S&P cuts ratings outlooks for 8 NZ banks, citing housing bubble fears, high foreign debt and current account deficit – Standard & Poors
