China/Asia
- China’s Credit Growth Accelerates in Boost to Economic Outlook – Bloomberg
- The Global Economy’s Chinese Headwinds – Project-Syndicate…good read from Adair Turner…
- What Happened to the Chinese Shopper? – Bloomberg
- China’s growing appetite for SA mining assets – Mineweb
- China’s Current Account in 2014 – Peterson Institute
- Without corruption, some ask, can the Chinese Communist Party function? – Washington Post …probably not…
- Major Developers See Big Sales Declines in January – Caixin
- Ministry Said to Allow Larger Iron Ore Ships to Enter Chinese Ports – Caixin
- Recovery in China’s home market still weak – SCMP
- Banks cautious about easing of funding rule in Shanghai free-trade zone – SCMP
- Chongqing leads decline in new home prices in China – SCMP
- New China law targets tax avoidance offshore – SCMP…apartment in Sydney, anyone?…
- Inequality in Japan:The secure v the poor – Economist
- Chinese Economy More Sustainable Now: China Central Bank – IB Times
- India’s Economy Seen Rising Through Fog Of Data – IB Times
- China’s central bank injects liquidity to reduce cash pressure – China Daily
- Indonesia’s twin deficits becoming chronic – Nikkei Asian Review
- State capitalism pushing out market economy in China – Nikkei Asian Review
- Paint peeling off South Korea’s economic miracle – Nikkei Asian Review
US/Americas
- U.S. consumer sentiment falls in February – Reuters
- U.S. January import prices post largest drop since 2008 – Reuters
- Yes, Yellen Can Have It All as She Gets Ready to Raise Rates – Bloomberg
- Why the Fed Needs ‘Extended Patience’ – Bloomberg
- Has AIG’s Comeback Stalled? – WSJ
- The Canadian housing market – in charts – Sober Look…every Australian should look at these too…
- How Mortgage Fraud Made the Financial Crisis Worse – NY Times
- Central banking hits its limits – Financial Post
- “It’s just a recovery in low wage jobs.” Not anymore – Bonddad
- West Coast port slowdown could cost U.S. economy billions – CBS
- Feds say mortgage firms used deceptive ads – CBS
- A sharp rise in new jobless claims last week – CBS
- Where Have All the Construction Workers Gone? – The Atlantic
- Enriching the rich in the US – but what about the rest? – BBC
Europe/UK
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- Eurozone Growth Exceeds Expectations – NY Times
- Greek Debt Standoff Awaits a Decisive Move – NY Times
- Greece, Germany Said to Offer Compromises on Aid Terms – Bloomberg
- Greece promises to do ‘whatever we can’ as debt talks cheer markets – Reuters
- German Growth Surprise Driven by Domestic Demand – Bloomberg
- The Troika That Greece Should Really Fear – Bloomberg
- The Greek Austerity Myth – Project-Syndicate
- Euro zone economy accelerates thanks to German ‘thunderbolt’ – Reuters
- Growth, not Grexit – Project – Syndicate
- Reforming Greek Reform – Project-Syndicate
- A Cynical Ukraine Deal That Just Might Work – Bloomberg
- Ukraine’s IMF Bailout Is Small Enough to Work – Bloomberg
- Why German Growth Beat Expectations – Bloomberg
- Über-unemployment in the Eurozone: a question of design – RWER
- Germany’s surprise growth spurt leaves slowing France behind – Telegraph
- Germany faces impossible choice as Greek austerity revolt spreads – Telegraph
- Mark Carney: enjoy low prices while you can – Telegraph
- Sweden cuts rates below zero as global currency wars spread – Telegraph
- Concern in Denmark as Its Currency’s Peg to the Euro Is Strained – NY Times
- GDP growth masks a broken eurozone – Guardian
- France says it did not restrict UK from using HSBC files to pursue bank and criminals – Guardian
- Germany owes Greece money for the war – but morality needn’t come into it – Guardian
- Analysis of developments in EU capital flows in the global context – Bruegel (pdf)…worth a look when you have time…
- Europe: No country for young people – Vox
- Sanctions push Russian banks toward Islamic finance – BNE
- How to Defeat Putin in Ukraine – Slate
- Welcome to Italy, where stagnation is an achievement – Quartz
- Ukraine is heading for a total economic collapse – Quartz…it has been heading there for a generation…
- HMRC failed to prosecute tycoon over tax evasion – BBC
- The deflation that isn’t deflation – BBC
- HSBC whistleblower: There are ‘more revelations’ – BBC
Local
- Canberra, We Need to Talk About Debt – Bloomberg …..we do, in all its glorious manifestations…
- Olympic Dam output to be crimped for 6 months – Mineweb
- Chart of the day: Australian rate calls wrong-footed again – SCMP
- RBA governor Glenn Stevens denies warning cabinet over budget impasse – Guardian
- Six Darrell Lea staff denied redundancy payments as shell company DL Employment enters liquidation – ABC
- Business Council attacks increased scrutiny of foreign investment in agriculture – ABC
- Foreign investors to transform vacant Sydney office blocks into luxury apartments – ABC
- RBA’s Stevens says rate cuts now less effective but still worthwhile – ABC
- Leadership turmoil may prove an economic disaster – Kohler, ABC
- Tony Abbott decision to dump Philip Ruddock after spill motion angers backbench – Fairfax…but wait, there’s more!…
- Treasure Joe Hockey hangs tough despite jobs slump – Fairfax…he will be hanging tougher, and tougher, and tougher…
- Peri-urban planning failure a ticking “time bomb” – Fairfax…ticking rather loudly about now…
- RBA waves red flag over ‘very concerning’ Sydney property market – Fairfax
- Tabcorp and Tatts Group knocked back by High Court over $84m pokies levy in Victoria – Fairfax
- What the RBA can’t say: the government is the problem – Fairfax, Pascoemeter…in partisan mode…
- Politics in Australia: No fillip – Economist
- Australian labour market – deteriorating and approaching crisis – Bill Mitchell
- Tracing the origins of the fetish against deficits in Australia – Bill Mitchell
- Australian Prime Minister Tony Abbott Says Opposition Caused ‘Holocaust Of Jobs’ – IB Times
- The West Coast Difference – Idiot Tax
- Tony Abbott’s leadership is going backwards – Farifax…could Tone reverse over one if his own in the driveway?…
- RBA channelling hopes for economy – Fairfax, Gitto…makes the RBA sound like a drug dealer….
- Animal spirits: still on the leash, and ownerless – Fairfax….. they been tamed by debt, private debt…..
Capital Markets
- Greek Bonds Rallying With Stocks Show Markets See Crisis Defused – Bloomberg
- Central Banks and the Bottom Line – Project – Syndicate
- An Accidental Currency War? – Project-Syndicate, El-Erian…worth a read…
- Currency Wars Have a Nuclear Option – Bloomberg
- Inflation is dead: It’s below 1 percent in the U.S., U.K., Europe, China, and Japan – Washington Post
- Bonds and the 40-year itch – Washington Post
- Bond market liquidity: Pre-trade info is key for investors – Euromoney
- Money markets: Short-term bank funding costs hit by Fidelity move – Euromoney
- 7 danger signs of stocks’ coming bear market – Market Watch
- “The Wisdom Of Insecurity” In The Stock Market – The Felder Report
- Growing Appeal Of Short Duration ETFs – ETF.com
- Russia Equity ETFs Rising After Beat-Down – ETF.com
- Nobody Understands Debt – NY Times
- How the unspoken currency war threatens to be a silent killer in world markets – Financial Post
- This time the random walk loses – Vox
Commodities
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- Oil tops $60 for first time in 2015, industry cutbacks support – Reuters
- Oil prices rise above $60 for the first time in 2015 – Guardian
- As U.S. oil tanks swell at record rate, traders ask: for how long? – Reuters
- LNG tankers lie unused around Singapore as gas downturn turns to crisis – Reuters
- Statoil gives go ahead for $29 billion oil project – Reuters
- New China credit policy to hit copper imports in Shanghai trade zone – Reuters
- Falling Indonesian supply fails to support tin price – Reuters
- S. Rigs Are Being Idled, but the Oil Boom Is Not Ending – Bloomberg
- Anglo warns of more headwinds after $3.9bn charge – Mineweb
- Central banks buy enough gold for 75 Dreamliners – Mineweb
- Chart of the Week: Australia, New Zealand, and the Chinese Dairy Market – Peterson Institute
- How low can you go? Doing the Petrobras Limbo! – Musings on Markets
- Can Technology Save Fracking? – Oilprice.com
- Russia’s Complicated Relationship With OPEC – Oilprice.com
- Oil Prices May Recover, But Not LNG – Oilprice.com…someone should tell Joe…
- Gold’s Bear Market – ShortSideofLong
- Mass layoffs complicate oil industry’s long-term plans – Reuters , Kemp
Global Macro
- Here’s a $9 Trillion Question – Bloomberg…how would the world cope with the Fed lifting rates?…
- Erdogan’s Plane May Have Made Unscheduled Stop in Houston – Bloomberg
- Argentina’s Lessons for Greece – Project-Syndicate
- What We Know About Recessions Might Be Wrong – Bloomberg
- You Say Debt, I Say Tax Dodging – Bloomberg, Bershidsky…yep, that’s exactly what it all too often is…
- Band-Aids for Greece, Ukraine and Global Economy – Bloomberg
- Chart of the day: How US$2.4tr will vanish from global growth – SCMP
- Second-Guessing the Global Economic Funk – NY Times
- Labour mobility and wage discrimination: Theory and evidence – Vox
- Norms of tax compliance – Vox…or avoidance, as the case may be…
- Premature deindustrialisation in the developing world – Vox
And furthermore
- One Hundred Years of Austerity – Bloomberg….has it ever really worked?….
- Are National Champions Really Winners? – Project-Syndicate
- You’re Smart, But You Can’t Forecast – Ritholtz, Bloomberg…well worth a read…
- One of the world’s largest airlines makes its flight attendants ask permission before getting married – Washington Post
- ‘The Bachelor,’ billionaires and the problem with farm subsidies for the rich – Washington Post
- The super-rich don’t care about us. It will be their downfall – Guardian…only if people work to make that happen…
- As HSBC shows, we’ve been timid and pathetic in dealing with tax dodgers – Guardian…we being the developed, rich, world…
- If You Aren’t Rich by 45, Give Up – Slate
- Five shocking Dominique Strauss-Kahn quotes from his pimping trial – Quartz
- A troubling college divide between rich and poor – CBS
- Your “smart” home devices can easily be hacked – CBS
- The Middle East That Might Have Been – The Atlantic
Last moment thoughts
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