United Kingdom
British home prices ease in March, still rising dramatically year-on-year (Euronews)
Five signs the London property bubble is reaching unsustainable proportions (New Statesman)
British farmland prices rising faster than prime London property (Telegraph)
Houses: the greatest investment delusion known to man (Telegraph)
Will we rue the day Osborne let people spend their pensions on a luxury car? (Telegraph)
United States
U.S. creates 192,000 jobs in March (MarketWatch WSJ)
Leaving buyers club could be Fed’s next tricky task (Reuters)
Tighter Fed Policy Will Boost Economy: Cutting Research (Bloomberg)
US regulators might surprise banks on supplementary leverage ratio (Euromoney)
Home Market’s Dilemma: Both Buyers and Sellers Are in a Funk (Moneynews)
US and Canada Employment Data Constructive (not Spectacular) (Marc to Market)
Canada
Canada’s job growth almost double forecasts, jobless rate ticks down (Financial Post)
Leading economist calls out government on lack of information about mortgage market (Financial Post)
Australia
Aussie to Lose Yield Advantage With Kiwi as U.S. Recovers (Bloomberg)
Australia Rebalancing Its Economy Amid China Slowdown (IB Times)….Bloxo centric
The conflicting, confusing narratives of Tony Abbott, PM (The Yarra Property Spruiker)
457 visa workers at Roy Hill being exploited, whistleblower claims (The Yarra Property Spruiker)
New Zealand
Roll out welcome mat (SCMP)
China
The Most to Lose (Caixin)
Sales of Homes in Big Cities Down 40 Pct in Q1 (Caixin)
China property: In search of shelter (FT.com)
Letting the air out of the bubbles (SCMP)
The ‘Most Powerful Man in China’ Is About to Be Purged (The Atlantic)
Reforming China’s State-Market Balance (Project Syndicate)
Does China have a housing bubble? Here’s why nobody knows for sure (Quartz)
How much is too much? Beijing mulls fine tuning in 2014 (China Economic Review)
Chinese Slowdown Means Soft Growth For Emerging Markets — Some More than Others (IB Times)…interesting charts
Wealthy Chinese Exploit Alibaba’s Alipay As A Loophole To Channel Money Offshore (IB Times)
Asia
Asia’s economic rise doesn’t mean it will own the 21st century (SCMP)
Massimov returns as Kazakh PM (BNE)
Europe
Mario Draghi has to back QE words with action (FT.com)
ECB addresses the zero lower bound (FT.com)
Europe’s dangerous addiction to Russian gas needs radical cure (FT.com)
Eurozone at risk without banks overhaul, warns OECD (FT.com)
German industry orders rise in February, point to strong first quarter (Reuters)
NPLs: Buyers in position for Europe’s deluge of distress (Euromoney)
The Euro Zone Chart Book (WSJ MoneyBook)
Will quantitative easing in the eurozone continue the era of cheap money? (BBC)
ECBs deflation paralysis drives Italy, France and Spain into debt traps (Telegraph)
Massive corruption at Ukraine’s Naftogaz funnelled through western banks (BNE)….this has been obvious to observers for years
Commodities
Port Hedland Iron Ore Shipments to China Reach Record on Demand (Bloomberg)
Aluminum Heads for Biggest Weekly Advance Since November 2012 (Bloomberg)
Wheat Crops See Worst Damage in 5 Years on Drought-Freeze (Bloomberg)
How Cheap Are Agricultural Commodities? (The Short Side of Long)
Three Year Anniversary For Silver (The Short Side of Long)
Commodity-Price Comovement and Global Economic Activity (Econbrowser)
Global Macro
High-frequency trading is a blight on markets that the Tobin tax can cure (Guardian)
Climate change will ‘lead to battles for food’, says head of World Bank (Guardian)
A high-speed retreat keeps Goldman out of a tangle (FT.com)
Wealth buys less lifestyle, more power (Reuters)
Should the rich speak louder? (Reuters)
Bank of England Haldane says big funds can be ‘too big to fail’ (Reuters)
The Changing Face of Global Risk (Project Syndicate)
Marx and the Mechanical Turk (Project Syndicate)
Why Don’t the 1 Percent Feel Rich? (The Atlantic)
The Perpetual Bubble Economy (Economix NYTimes)
Carry Trade: The Afterlife (WSJ Moneybeat)
Macro, Markets & Cross Correlations (The Capital Spectator)
To Control “Money” You Must Control the Payment Network (Pragmatic Capitalism)
The weird world of DSGE inflation metrics (RWER)
Krugman and DeLong on avoiding secular stagnation (RWER)
Bubbleberg News Drivel Masquerading as Financial Reporting (The Market oracle)
The transmission of Federal Reserve tapering news to emerging financial markets (Voxeu)
Modern Money in Six Short Videos (Economonitor)
We need a savings and investment revolution to solve the productivity puzzle (Telegraph)
Kapital for the Twenty-First Century? (INET)
Don’t blame the wealth gap on market forces (Telegraph)
‘Forbes’ Releases 2014 List Of Most Punchable CEOs (The Onion)
Videos
The Exchange: The uncertainty of paper money (Reuters – Jim Rickards)