Global Macro/Markets:
- US regulators eye Bitcoin supervision – Financial Times
- The Oil and Gold Booms Are Over – Bloomberg
- U.S. Treasurys Defy Bearish Calls – Wall Street Journal
- Lessons can be learned from Reinhart-Rogoff error – Washington Post
North America:
- FRB: Senior Loan Officer Opinion Survey: January 2013 – Federal Reserve
- FRBSF: Crises Before and After the Creation of the Fed – frbsf.org
- Uncertainty, Liquidity Hoarding, and Financial Crises – Liberty Street Economics – New York Fed
- Flash Crash, Three Years Later: What Have We Learned? – Wall Street Journal
- Housing Crash Fades as Defaults Decline to 2007 Levels – Bloomberg
- LPS: New Problem Loans at Lowest Rate in 6 Years; Negative Equity Drops – Calculated Risk
- Employers lack confidence, not skilled labor – Washington Post
- Texas leaves California behind on energy policy – Wall Street Journal
Europe:
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- Help-to-Buy could push UK house prices up by 30% – The Telegraph
- German euro founder calls for ‘catastrophic’ currency to be broken up – The Telegraph
- French Finance Minister: ‘L’austerité, c’est fini’ – Reuters
- Italy’s change from austerity is all talk – Financial Times
- France Declares Austerity Over as Germany Offers Wiggle Room – Bloomberg
Asia:
- China is engaged in widespread cyber espionage campaign against US govt – AFP
- State Information Centre says China’s economy WILL grow at 8% in Q2 – International Business Times
- Policy battle rages in China as slowdown feeds “sense of crisis” – The Telegraph
- BoA-ML’s Ting Lu: China’s Economy Will Recover in 2nd Quarter – Bloomberg
Local:
- Is Soros shorting the AUD – The SMH
- The fantasy budget 2013-14 – Bill Mitchell
- Australia is cracking – Business Insider
- “Australia’s leaders need to snap out of their China dreamland” – Paul Wallbank
Other:
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- NZ PM depends ‘expansionary austerity’ strategy – Interest.co.nz
