Links 2 April 2014

Global Macro / Markets:

•  The Global Market Winners And Losers Of Q1 2014 – Business Insider

North America:

• U.S. factory activity picks up, more gains eyed as winter fades – Reuters
• Why banks, hedge funds and Silicon Valley all want their own stock exchanges – Quartz
• How You, I, and Everyone Got the Top 1 Percent All Wrong – The Atlantic
• Did America Lose Its Libido in the Recession? – Bloomberg

Europe:

• Europe’s social problem and its implications for economic growth – Bruegel.org
• Euro area annual inflation down to 0.5% – European Union
• Europe’s banks load up on sovereign debt – Financial Times
• Draghi Europe Scenario Points to Lowflation Still Painful – Bloomberg

Asia:

• Almost 10,000 Divorces Each Day in China’s Breakup Boom – Bloomberg
• Hong Kong, New Zealand investigate banks for alleged FX manipulation – Reuters
• Japan banned from Antarctic whaling – BBC.com
• Ex-president Jiang urges Beijing to curb anti-corruption drive – Financial Times
• China’s shadow banks at risk of a property crash – Financial Times

Local:

• Gap in Hockey’s infrastructure deal – The AFR
• Australia slumps in world trade index – The AFR
• Basel III makes local banks less competitive – The AFR
• ANZ joins CBA in rejecting “fail” levy – The Australian
• Hockey faces $60 billion hole – The Australian
• End of entitlement mentality – The Australian
• Car worker fund in disarray – Canberra Times
• Home owners feel wealth effect – Canberra Times
• For the RBA, timing is everything – Canberra Times
• Joe Hockey’s hidden tax – Canberra Times
• Can the RBA have its cake and eat it? – Business Spectator

Other:

• Childless People Should Pay Much Higher Taxes – Slate
• Everyone On The Planet Should Be Rooting For Tesla – Business Insider