Global Macro/Markets:
- How Gold Rallied for Years on a ‘Misunderstanding’ – CNBC
- The case for 4% inflation – VOX
- Stock markets lose nerve on fears of end to quantitative easing – The Guardian
- Warning signs at the punchbowl – The Age
North America:
- Gold Drops as U.S. Growth Signs Fuel Concern Fed to Cut Stimulus – Bloomberg
- Fed Sent $15 Billion to Treasury in First Quarter – Wall Street Journal
- U.S. infrastructure spending has plummeted since 2008 – Washington Post
- The new farm bill is an economic disaster – The Guardian
- Homes going as quickly as they did during boom – HousingWire
Europe:
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- George Osborne warned by IMF that cuts ‘pose headwinds’ to growth – The Guardian
- Mark Carney: Canada’s rock-star banker faces four bars to success – The Guardian
- Eastern Europe Recovery Hinges on Germany: Report – CNBC
- Spain jobless restaurant customers work rather than pay the bill – euronews.com
- Greek suicides are up 27%. These charts explain why – Quartz
Asia:
- China Plans to Reduce the State’s Role in the Economy – New York Times
- Xi warns officials they’ll be held responsible for pollution ‘for life’ – South China Morning Post
- President Xi vows strict observation of ecological “red line” – Xinhua English.news.cn
- The Bank of Japan must crush all resistance, and will do so – The Telegraph
- Michael Pettis – Can China Save Itself? – advisorperspectives.com
Local:
- Mining support firms look for light – The Australian
- The economy will continue motoring along (Gittins! bad) – The Age
- Tax cuts tell true deficit story (Gittins! good) – The Age
- Ford pullout sparks calls for protectionism – The Age
- LNG costs risk $100 billion of projects – The AFR ; The Australian
- US gas a challenge to Aussie economy – The AFR
- CSG is the real future – The AFR
- Building and construction boom may create skills shortage – The AFR
- Coal, costs threaten to take the shine off gas – The Australian
Other:
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- These 31 charts will destroy your faith in humanity – Washington Post