China
- PBOC Vows to Walk Fine Policy Line as Debt Endangers Growth
- China’s hunt for tigers and flies is taking a toll on business – FT.com
- Chinese outwards mercantilism: The art and practice of bundling – Vox
- China: Muni sea-change excites overseas investors – Euromoney
- More China developers expected to default despite property market recovery – SCMP
- The $364 Billion Real Estate Threat Inside China’s Biggest Banks – Bloomberg
- China’s crude oil imports hit record, coal shipments slump – Reuters
- China commodity imports add to slowing growth narrative – Reuters, Clyde Russell
- China triples number of state-owned firms in commodity derivatives trading – SCMP
- Former Banker Said to Be Detained amid Corruption Inquiry – Caixin
- Former Health Official Detained as Graft Fighters Target Hospitals – Caixin
- Central Bank Said to Mull Tool for Policy Banks to Buy Local Gov’t Bonds – Caixin
- China’s Exports Unexpectedly Fall 6 Percent – NY Times
- A compelling case for Chinese monetary easing – Bruegel (pdf)
- China’s imports, exports fall amid further signs of weakness in slowing economy – SCMP
- China’s Very High Mountain of Debt – Bloomberg
- An unbearable weight: China’s spiralling debt cannot be sustained – The Monthly
- China April Exports Unexpectedly Contract, Import Slide Worsens, More Stimulus Seen – IB Times
- Dongguan’s troubles portend tough times – Nikkei Asian Review
Asia
- Japan’s Good Fight – Project-Syndicate
- IMF says Asian economies to lead world growth in 2015 despite China slowdown – SCMP
- Malaysian Trafficking May Doom Pacific Trade Deal – Bloomberg
- One BRIC Member Squirreling Record Reserves Before Fed Storm – Bloomberg
- Japan joining global bond rout as BOJ shifts on inflation target – Japan Times
Europe
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- The missing piece in the EMU puzzle: Economic policy coordination – Vox
- Greek bailout talks near ‘drop dead’ moment – FT.com
- Against the tide: Greece – the joker in the pack – Euromoney
- Russia’s road to deoffshorisation and capital amnesty still ‘under construction’ – BNE …this will be a big move when it happens…
- Germany v. Google – Project-Syndicate
- Greece could use ‘parallel currency’ as desperation grows – Telegraph
- C.B. Doubts Add to Uncertainties on Greek Debt Lifeline – NY Times
- Greece Will Make Next Debt Payment, Varoufakis Says – NY Times
- Time on Ukraine’s side? Data suggest otherwise – BNE
- Europe’s radical banking union – Bruegel (pdf)
- Why we should not blame the ECB for low returns on German savings – Bruegel
- Russia: Back from the brink – CNBC…is it?…
- German Industrial Production Falls as Economy Risks Grow – Bloomberg
- German Exports Rise More Than Forecast; Production Falls Unexpectedly – RTT
- Varoufakis Says Greece Ready to Take EU Impasse Down to the Wire – Bloomberg
- The great German government bond sell-off mystery – Guardian
United Kingdom
- Cameron and Crosby vindicated as Conservatives head for victory – FT.com…the vision splendid for the LNP?…
- Tax hikes won’t fix Britain’s economic mess, warn MPC founders – Telegraph
- Panic selling and gazundering hits the luxury homes market in London – Telegraph
- Cam again: The Conservatives have triumphed at the polls. Governing will be much harder – Economist
- International investors rush back into UK property market – Guardian
- Brexit threat looms over Britain’s election and Europe’s fate – AEP, Telegraph
- UK trade deficit drop fails to follow forecasts as weak eurozone hits exports – Guardian
- UK luxury real estate seen surging on Tory win – CNBC
- City of London Dodges Bullet as Cameron Wins, But EU Vote Looms – Bloomberg
- Will Britain Leave the EU? – Bloomberg
- Tory win in UK election brings increased risk of EU exit – Reuters
- THE ANTI-AUSTERITY ECONOMICS OF THE SNP – Pieria
- Moody’s sees UK rating risk if votes to leave EU – Irish Times
Americas
- New building permits hit record high in B.C. – Vancouver Sun
- Pullback in Toronto condo building not enough to stop plunge in prices, warns Fitch – Financial Post
- The Betrayal of Brazil – Bloomberg…classic read…
United States
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- US employers add solid 223K jobs; rate 5.4 pct., 7-year low– AP
- Jobless claims hover near 15-year low, boost growth outlook – Reuters
- Hilsenrath: An Important Jobs Report for Fed Officials Eyeing Rate Increases – WSJ
- Bank of America and JPMorgan Chase Agree to Erase Debts From Credit Reports After Bankruptcies– NY Times
- Obama Chooses Nike Headquarters to Make His Pitch on Trade– NY Times
- High housing costs driving more Californians into poverty – LA Times
- S. Banks Regulators Should Be Wary of a Global Tit-For-Tat – WSJ
- Mortgage rates move higher for second week in a row – Washington Post
- El-Erian: American Dream Is Under Threat – Think Advisor
- The strong US dollar and recessions – XE.com
- The American poverty traps – Bruegel…is Australia setting up something similar?…
- Nike backs Obama on trade with pledge to create 10,000 U.S. jobs – Reuters
- S. job growth seen regaining steam, keeping Fed rate hike on track – Reuters
- Here’s How Much New York and San Francisco’s Tight Housing Markets Are Hurting the Economy – Bloomberg
Terra Incognita
- Property market boom weighs on Australia – FT.com
- RBA remains dovish, but that’s no surprise– Fairfax, Pascoemeter
- Budget 2.0 will determine future of Joe Hockey-Tony Abbott partnership – Fairfax
- Will Joe Hockey use the 2015 budget to stimulate a stalling economy?– Guardian
- Reserve Bank of Australia statement leaves door open for more rate cuts–Guardian
- Safe in New Zealand, Graft Fugitives Just out of China’s Reach – Caixin…and how many in Oz?…
- Where Tesla leads, Australia is reluctant to follow – ABC
- Australian bank profits in pictures – ABC
- Reserve Bank cut rates on job concerns, China risks – ABC
- Australian Banks May Just Be Getting Started on Raising Capital – Bloomberg…you betcha…
- Australian bank crisis-proofing takes toll on NAB – Reuters
- University of Western Australia pulls out of Bjorn Lomborg centre – Fairfax
- Renewable energy target: Labor and the government agree to a number but sticking points remain – Fairfax
- How Joe Hockey’s disastrous first budget fell apart, brick by brick – Guardian
- Drugs and terrorism threat: thousands of airport staff not security-checked – Fairfax
- Australian national accounts – oh, the irony – Bill Mitchell
- Japan to bid for Australian submarine project – Japan Times…should go down well in Adelaide…
- Mining tensions grow as Bougainville independence vote nears – Nikkei Asian Review
- China’s most wanted fugitives in Australia – Fairfax…and how many investment properties do they have?…
- Federal Budget 2015: Tony Abbott gambles on the fairness factor – Fairfax
- Competition, rising costs, regulation: why Australian banks are finding it tough – Fairfax
- ATO hunts down foreign buyers of residential property breaking the law – Fairfax
- Meet Western Australia, our state in denial – Fairfax, Gitto
- What’s holding the Australian economy back? Companies – Fairfax, Maiden
- Speaking with: Keith Jacobs on the politics of housing – The Conversation
- Busting the myth that Australia has ‘big government’ – The Conversation
- Budget explainer: what is a structural deficit and why does Australia have one? – The Conversation
- Budget explainer: What do key economic indicators tell us about the state of the economy? – The Conversation
- Non-resources states Vic and NSW now in best budget position – The Conversation
- Agriculture could be the next boom for Australia – The Conversation ..well selling it off is certainly a money spinner…
Capital Markets
- Investors get stark reality check as global bond market comes unglued – Financial Post
- Investors stung by eurozone bond volatility – FT.com
- Yellen’s warning paves way for further bond market volatility – SCMP
- The global bond bubble is finally bursting – and here is why – Telegraph
- Violent bond moves signal tectonic shifts in global markets – Telegraph
- Who Woke the Bond Bears? – WSJ
- The Shifting Consensus on Capital Controls: Gallagher’s ‘Ruling Capital’ – Economonitor
- The Age of Financial Secrecy Is Ending – Think Advisor
- Regulation: Banks brace for Basel interest-rate risk push – Euromoney
- Did Libor rigging help Deutsche Bank avoid a bailout? – Euromoney…how could it not?…
- ‘Game is up’ for bank DTAs in Europe – Euromoney
- Credit Risk Isn’t Worth It – ETF.com
- End of the bull market? Get ready for the impending zombie investor apocalypse – Financial Post
Commodities
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- Where Are Oil Prices Headed? Two Experts Make Their Conflicting Cases – WSJ
- Oil unlikely to hit $US100 a barrel, rebound puts global recovery at risk– Fairfax
- Wheat heavyweights battle for global market share – FT.com
- Bears feast on strong coffee crop forecasts – FT.com
- Commodity prices: Over a hundred years of booms and busts – Vox
- Oil’s bull run hides a deep disconnect, warn crude traders – Financial Post
- 45 year returns matrix for gold – Mineweb
- Forget price slumps. Oil’s days have always been numbered – World Finance
- Silver’s top 10s: Countries, companies and mines – Mineweb
- Asia nuclear splurge to unlock uranium motherlode – Mineweb
- There’s One Part of the World Where the Oil Industry Is Booming – Bloomberg
- After Wall Street Banks Exit Controversial Aluminum Trade, Prices Return To Normal – IB Times
- Funds At Record Short Against Wheat – Short Side of Long
Global Macro, Investing, Economics
- Inside investment: Zero interest rate policy – a dystopian nightmare – Euromoney
- The strategic under-reporting of banks’ risk – Vox
- Rumors and runs in opaque markets: Evidence from the Panic of 1907 – Vox
- Global Slowdown – Does it affect the U.S? – Recession Alert…did the world enter recession in February?…
- New and Improved Trade Agreements? – Project-Syndicate…notice nobody talks about free trade anymore?…
- The death of the West has been greatly exaggerated – Telegraph
- When Will the Middle East Settle Down? – Economonitor
- The Great Depression and the Great Recession in the North Atlantic – Brad Delong, WCEG
- Can an old tool help fix the looming retirement security crisis? – Washington Post
- The Longest Cycle on Record – OppenheimerFunds (pdf) …worth a look…
- Debt hangover ruins the American dream – FT.com, …Gillian Tett, student debt hangs over more than just US…
- Digital Single Market: setting the stage – Bruegel
- Leverage dynamics and the real burden of debt – BIS
- Great Game between China and US alive and well – SCMP
- Russia, China sign raft of deals in Moscow – AP
- The Great Disconnect——Central Bank Driven “Markets” Have Nothing To Do With Economics – David Stockman
…and Furthermore….
- Safeguarding the Open Internet – Project-Syndicate
- The Price of Nice Nails – NY Times
- Triumph of the Unthinking – NY Times, Krugman…he has a point…
- Did Tesla Just Kill Nuclear Power? – Forbes
- The World’s Largest Companies 2015 – Forbes
- Why Energy Storage is About to Get Big – and Cheap – Ramez Naam
- Study: Men are lazy to their core – Washington Post
- How companies decide whether to give experimental drugs to dying patients – Washington Post
- Always negotiate pay — even on your first job out of college – Washington Post
- Where’s The Beef? – ThirtyFiveEight…good read…
- Income inequality and citizenship: Quantifying the link – Vox
- Debt supercycle, not secular stagnation – Vox
- Get ready: the cyber-criminals are coming, and they’re better than ever – World Finance
- What’s behind surging public university tuition – CBS
- Why solar is critical to confronting climate change – CBS
- Global arms industry struggles for sales – World Finance
- SPREADSHEETS OF POWER: How economic modelling is used to circumvent democracy and shut down debate – The Monthly
- Japanese researchers find drinking coffee reduces mortality risk – Japan Times…would 5 long blacks a day make you immortal?…