China
- A cautionary tale from the muddy waters of Chinese business – FT.com
- Weak Chinese Demand Is Pummeling Mining Stocks Everywhere, Except in China – Bloomberg
- China pushing ‘build now, pay later’ model to emerging world – Bruegel
- Development Finance with Chinese Characteristics? – Project-Syndicate
- The Irresistible Rise of the Renminbi – Project-Syndicate
- China getting worried about U.S.-led Pacific trade deal – Market Watch
- More projects approved to underpin growth – Global Times
- Chinese cabinet unveils ‘Made in China 2025’ master plan – Market Watch
- Chinese investments in U.S. businesses are accelerating – LA Times
- China’s Factory Activity Shrinks for 3rd Month – NY Times
- Xi Jinping: A 21st-century Mao? – Prospect
- China’s new infrastructure bank may prove a regional boon if Beijing can put politics aside – CER
- China’s sex toy industry finds new vigor online – CER
- ‘Made in China 2025’ plan unveiled – China Daily
- China to spend US$193 billion on boosting internet speeds in push for service-led economy – SCMP
- Will China go for a gold standard? The jury is out! – Mineweb
- China’s shift to consumer-led growth drives jump in gasoline demand – Reuters
- What multiple should we give China’s GDP growth? – Michael Pettis
Asia
- Asia’s new millionaires make investments a family affair – World Finance
- Indonesian Equities On Support – Short Side of Long
- Abe announces $110 billion in aid for ‘high-quality’ infrastructure in Asia – Japan Times
- BOJ refrains from boosting stimulus after growth picks up – Japan Times
- ABC’s of the AIIB – Marc to Market
- Japan Still Beating China on One Score: World’s Top Creditor – Bloomberg
- Japan’s Central Bank Slightly More Optimistic on Economy – NY Times
- BOJ keeps massive monetary stimulus intact – CNBC
- India won’t introduce retroactive taxes – Nikkei Asian Review
- Kuroda strikes positive note on economy – Nikkei Asian Review
- AIIB doubles funds to $100 billion – Nikkei Asian Review
- Japan approves nuclear waste scheme – Nikkei Asian Review
- Japan’s graduate hiring rate reaches near record high – World Finance
Europe
- Schaeuble Said to Cite Option of Greek Parallel Currency – Bloomberg
- Draghi Urges Reforms as ECB Trapped in Unconventional Policy – Bloomberg…trapped is the word…
- How the Swissie’s Strength Is Biting – WSJ
- ECB to Stop Giving Journalists Advance Copies of Speeches – WSJ
- Russia Buys More Dollars to Replenish Currency Reserves – WSJ
- Is Germany Finally Finding Exports a Bitter Pill? – WSJ
- Deflation in Greece: a hideous loose-loose situation – RWER
- Defiant Greeks force Europe to negotiating table as time-bomb ticks – Telegraph
- Of hamsters and vultures – Eurozine
- Giving Greece a chance– Bruegel
- The ECB’s bond purchase programmes and the limits of national risk-sharing – Vox
- How politics will seal the fate of Greece – FT.com
- German Business Confidence Declines as Risks Cloud Outlook – Bloomberg
- Renzi is still dodging big Italian pension fight – Reuters
- Monte Paschi signs underwriting agreement with banks for cash call – Reuters
- Greece sees reforms deal with lenders in next 10 days – Reuters
- Draghi: Growth is ‘too low everywhere’ in Europe – CNBC
- Greece’s new currency would be ‘rubbish’: Citi’s Buiter – CNBC
- Greek deal remains elusive after late night leaders’ summit – Telegraph
- Grand bargain emerging on Europe as Germany adjusts to Cameron victory – Telegraph
- Eurozone Economy Continues to Grow Modestly, Survey Finds – NY Times
- A Finance Minister Fit for a Greek Tragedy? – NY Times
- Russians confronted by the ultimate test of loyalties – CNBC
- Russia threatens to ban Google and Facebook if they withhold blogger data – Irish Independent
United Kingdom
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- Bank of England Official Says Oil Price Fall May Have Bigger Effect Than Forecast – WSJ
- European leaders want the UK to stay, but are best friends forever? – Bruegel
- The Economic Consequences of Mr. Osborne – Project-Syndicate
- No Pain, No Gain for Britain? – Project-Syndicate
- Britain: Europe’s most unpredictable country – Prospect, Kaletsky
- Housing crisis will halve number of young homeowners in five years – Guardian
- UK taxpayers hurt more by EU split than HSBC exit – Reuters
- London Real Estate, Beyond Insane – Bloomberg
United States
- Core U.S. Consumer Prices Rose in April by Most in Two Years – Bloomberg
- Panel moves to weaken Dodd-Frank – LA Times
- American Innovation Lies on Weak Foundation – NY Times
- Why the Good Jobs Numbers Are Misleading – WSJ
- America’s rent crisis shows no sign of letting up – Market Watch
- Meet Generation Subprime – US News
- Chicago is not on the road to becoming the next Detroit: Schwab asset manager – Market Watch
- New York City rip-off: The $30 hot dog – Market Watch
- As GOP-Led Panel Marks Up Financial Bill, Big Banks Play Defense – WSJ
- How a Bank Will Use ‘Big Data’ To Study the U.S. Economy – WSJ
- In America, inequality begins in the womb – PBS
- Obama’s trade bill narrowly clears a key Senate hurdle – AP
- Austin, Texas, Is Blowing Away Every Other Big City in Population Growth – Slate
- Fivefold surge in Americans on Chinese firms’ payrolls, US study shows – SCMP
- America’s Self-Inflicted Wounds – Atlantic
- Wall Street Flouts Fed Standards to Fund High-Risk Loans – Bloomberg
- The Unemployment Rate Dropped for Foreign-Born Workers in 2014 – WSJ
- US Patients Turn To Online Pharmacies For Cheap Meds, But Drug Companies Say The Sites Endanger Consumers – IB Times
- S. Workers Brought the ‘Great Reset’ on Themselves – Bloomberg…their fault and not bankers, right?…
- How cities are starting to turn back decades of creeping urban blight – Washington Post
- This Chart Shows How Oil Is Losing Its Total Grip on American Transportation – Slate
- The most important positive data of the year – Bonddad
Americas
- Stephen Poloz may have to drop rates to zero, ex-Bank of Canada adviser warns – Financial Post
- Vancouver housing prices will drive out high-demand occupations: report – Financial Post…couldn’t happen in Australia, could it?…
- Exodus of millennials threatens Metro Vancouver economy, but they simply can’t afford to keep living there – National Post …couldn’t happen in Australia, could it?…
- Jailed Central Bank Chief Signals Widening Crisis for Guatemala – Bloomberg…they put a central banker in the slammer?…
- Brazil’s Economic Struggles Deepen as March Data Disappoint – Bloomberg
Maaaaaaayte
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- Close look at tax avoidance laws shows they lack teeth – The Conversation…aren’t they designed that way?…
- Straya Inc. – The Idiot Tax…good read from the Idiot…
- Miners dismiss claims of ‘shock and ore’ lobbying operation as fiction – Fairfax
- Michael Keating. Fixing the Budget Part 1 & Part 2 – Pearls & Irritations
- Michael Keating. Improving Productivity. – Pearls & Irritations
- Vision or mirage? Bill Shorten’s budget reply is pie in the sky – The Monthly…yep, vapid nothingness from a party that no longer aspires to serve up better…
- RIP Budget 2015: The budget is as good as gone already – just what the government wanted – The Monthly
- Forrest takes a black eye, but vows to punch on – Fairfax
- Income splitting: a policy to keep mothers at home and not in work – Guardian, Jericho
- Australia’s banks have 10% loans in risky fossil fuels, says investment adviser – Guardian
- Vale expansion puts Australia’s global mining market share at risk, Roy Hill head warns – ABC
- OECD urges higher taxes on wealthy to address growing income gap – ABC
- Iron ore inquiry would have done more harm than good, Prime Minister Tony Abbott says – ABC
- How good is the TPP? Look to China for an answer – ABC
- Fruit processor SPC opens $100m redevelopment, credited with saving Goulburn Valley manufacturer – ABC
- ‘Sad day’ for Cadbury as the chocolate giant sheds 80 jobs from Claremont factory – ABC
- Modern budgets are exercises in spin – and this year was no exception – ABC, Kohler
Capital Markets
- Credit derivatives deserve a revival but only if financiers grow up – FT.com, Gillian Tett…interesting read…
- Banks Will Keep Doing FX Stuff That Got Them in Trouble – Bloomberg…yep they will…
- ‘If you ain’t cheating, you ain’t trying’ – how forex has changed – The Conversation
- Where Does the Euro Go From Here? – WSJ
- Many Reasons To Still Favor The Dollar – ETF.com
- Government bond sell-off fuels liquidity fears – Euromoney
- Everyone likes negative interest rates now – World Finance
- Debate Over Currency Cheating Intensifies in Trade Talks – NY Times
- Here comes the great bond liquidity drought – Euromoney
- Foreign exchange: a can of worms – Euromoney
- Regulation: Banks brace for Basel interest-rate risk push – Euromoney
- What to Make of the Topsy-Turvy Bond Market – NY Times
- Tallying Up the Cost of Short Interest Expenses – Morningstar
- Anatomy of an FX Manipulation – Bloomberg
- Divergent Impulses Spur Dollar’s Come Back – Marc to Market
Commodities
- Kingdom built on oil foresees fossil fuel phase-out this century – FT.com
- How do you lose 100 million barrels of oil? – Reuters, John Kemp
- Oil’s Whodunit Moment Coming With Millions of Barrels to Vanish – Bloomberg
- OPEC Refuses to Yield in Battle for Oil-Market Share – Bloomberg
- Iron ore miners should leave the market if they can’t compete – The Conversation
- Iron ore inquiry off but row continues – The Conversation
- Hong Kong’s bold, but uncertain pitch for China commodity trade – Reuters, Clyde Russell
- Chinese GMO law could further delay approval of new crops: industry – Reuters
- S. drivers yield ‘swing’ oil demand crown to Saudis – Reuters
- Global platinum demand up, supply down – Mineweb
- Iron ore price on the move downwards – Mineweb
Global Macro, Investing & Economics
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- Risks not reflected in bank fine reaction – FT.com
- Sovereign wealth funds risk inflating global property bubble – SCMP
- A Backdoor Way to End the Fed– Bloomberg
- Investor Opinions Have Become Extremely Uniform, and That’s Not Good – Financial Sense
- A World of Underinvestment – Project-Syndicate
- Are The IMF and the EU at Loggerheads Over Greece? – Economonitor
- Service trade and productivity – Vox
- Sovereign ratings’ response to fundamentals during upgrade and downgrade periods – Vox
- Mind the gap (and its revision)! – Bruegel
- Is the economy stationary? – Bruegel
- Mastering metrics: Teaching econometrics – Vox
- Trade in value added indicators: what they are, what they aren’t, and where they’re headed – Vox
- Secular stagnation: The history of a heretical economic idea – Vox
- ‘Graying’ U.S., Germany and Italy Expect Social Security Cuts. But Who Is Saving? – WSJ
- Trade and Trust – NY Times, Krugman
- Now the Bank of England needs to deliver QE for the people – Guardian
- Exports – the primary driver of economic turnaround – Irish times
- Local content requirements reduce world trade, says OECD – SCMP
- Talking about the National Accounts: Statistics and the Democratic Conversation – Manchester University (pdf) …interesting read…
- The Idolatry of Interest Rates Part I: Chasing Will-o’-the-Wisp – GMO (pdf)
- Banking excuses wearing thin as fines top US$200 billion – The Conversation
- Big Business Is Getting Bigger – FiveThirtyEight
- Credibility trumps optimism when it comes to growth forecasts – The Conversation
- Banks Are Now Pleading Guilty to Crimes. So Why Aren’t They Being Punished Like Criminals? – Slate
…And furthermore…
- Bank FX Fine Scorecard (Follow Along at Home!) – Bloomberg
- What’s Wrong With ‘Mathiness’ in Economics? – Bloomberg
- Inspiring Economic Growth – Project-Syndicate
- Why Children Are Abandoning Baseball – WSJ
- Primer: Par And Zero Coupon Yield Curves – Bond Economics
- Why ETFs Are Slowly Killing Hedge Funds – ETF.com
- Patchwork Oversight Allows Dubious Charities to Operate – NY Times
- A Tech Boom Aimed at the Few, Instead of the World – NY Times
- How Much Foreign Stock and Bond Exposure Do You Need? – Morningstar
- How a 19th Century Shipwreck Could Give Canada Control of the Arctic – Bloomberg
- Some like it hot: how coffee perks up sex life – Telegraph
- Prostate cancer breakthrough as scientists crack genetic code behind nine in 10 tumours – Telegraph
- Why I have no sympathy for whingeing savers – Telegraph
- Seven rules that firms must follow when they are engulfed in scandal – Telegraph
- Video: What every new Wal-Mart employee hears about why unions are terrible – Washington Post
- This is the future of meat – Washington Post
- An incredible image shows how powerful countries are buying up much of the world’s land – Washington Post
- How Uber-type jobs are driving inequality, and what to do about it – Washington Post
- A massive bird flu outbreak could make eggs, and just about anything made with them, a lot more expensive – Washington Post
- People have no idea what inequality actually looks like – Washington Post
- PayPal Owes $25 Million for Tricking Customers Into Using Its Online Credit Service – Slate
- The Soviet Military Secret That Could Become Alaska’s Most Valuable Crop – Slate
- How Suburban Are Big American Cities? – FiveThirtyEight
- Globalisation: A woman’s best friend? Not quite so – Vox
- Green skills – Vox
- “Tragedy” and responsibility in the Mediterranean – Eurozine
- Tokyo bookdealer uncovers letter to the womanizing boozehound who turned the tide of the Second World War – National Post
- The Very Model of a Modern Mineral Dealer – Priceonomics
- The uses and abuses of GDP – Reuters, Edward Hadas
- That’s billion, with a bee: Measuring the massive cost of hive collapse – Reuters
- Wealthy nations overlook the dangers of climate change – The Conversation
- Is Depression a Symptom of Parkinson’s Disease? – Atlantic
- The Seedy, Profitable World of Scam Charities – Atlantic
- The Agony of Medical Bills – Atlantic
- Is Rooftop Solar Finally Good Enough to Disrupt the Grid? – HBR
- A fully automated mine is not as far-fetched as it once was – Mineweb
- Uber is One Step Closer to Picking You Up in a Self-driving Car – Time
- In richer countries, rising inequality stunts economic growth – CBS
- ‘Miracle material’ seeks commercial uses – Nikkei Asian Review
- Legal Marijuana Cultivation Is Driving A Technology ‘Revolution’ In Industrial Agriculture – IB Times
- There’s a simple way to make sure bankers don’t rig the markets again – Guardian
- De Beers to sell historic Kimberley Mine – World Finance