Macro & Markets
- Borrowing Cheap in Europe Comes With Catch for U.S. Firms – Bloomberg
- US shale oil output growth grinding to a halt: EIA data – Platts
- China imports of scrap copper unlikely to pick up – SCMP
- Bank fines top US$200 billion, with tax scrutiny set to lift them higher – SCMP
- In pain: Gold struggles with U.S. economic resurgence – Reuters
- Traders cash out on tanker-stored oil as prices rise – Reuters
- Why Economic Policy Isn’t Dynamic – Bloomberg
- The Stock-Bond Disconnect – Project-Syndicate, Rogoff
- Monetary policy and credit costs – Vox
- The rise of residential segregation – Vox
- Cocking up all over the world: Badly managed and unrewarding, global banks need a rethink – Economist
- From bust to boom: How the world became addicted to debt – Telegraph…very good charts…
- The Six-Year Bull Market in Five Charts – WSJ…but how much more to go?…
Asia