Global Macro/Markets:
- Lessons at the Zero Bound: The Japanese and U.S. Experience – Federal Reserve Bank of New York – New York Fed
- Low yields and high uncertainty – businesstimes.com.sg
- Headed for euphoria – Sober Look
- Market Insight: Central bankers turn deaf ear on balance sheets – Financial Times
North America:
- How Rail is Reshaping America’s Energy System – cmegroup.com
- Ford adds production in North America to meet new car demand – Reuters
- US farmland faces asset bubble test – Financial Times
Europe:
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- ECB: Euro area balance of payments in March 2013 – European Union
- Millions falling into poverty in recession-racked Italy: report – Reuters
- EU says Chinese FTA possible, but wants market opening – Reuters
- Spain’s awful unemployment – Financial Times
Asia:
- Control, on the shores of China’s dream – China Media Project
- BoJ holds amid signs of economy ‘picking up’ – Financial Times
- BOJ Prepared to Adjust Bond Purchases After Yield Jump: Economy – Bloomberg
- Japan exports disappoint, full benefits of weak yen yet to show – Reuters
- Financial Reform in Asia: Sector Must Shift from Master to Servant of Real Economy – CFA Institute
- Abenomics will only damage Japan’s neighbours – Financial Times
Local:
- Fantastic post on the Sydney unit market – MacroBusiness Forum
- RBA to keep on cutting rates – Property Observer
- Here’s to you Martin Parkinson – Peter Martin
Other:
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- Global inaction shows that the climate sceptics have already won – Financial Times
- Gen Xers may never be able to retire – MarketWatch
