Global Macro / Markets / Investing:
- Warren Buffett Berkshire Hathaway shareholder letter – berkshirehathaway.com
- When ’Good’ Credit Assets Go ’Bad’ – Bloomberg
- U.S. shale’s message for OPEC: above $40, we are coming back – Reuters
- Financial transaction taxes in theory and practice – Brookings
- It’s Getting Harder for Currency Traders to Make Money, Market Veteran Says – Bloomberg
- The New Oil-Storage Space: Railcars – WSJ
- Global imbalance risk and exchange rates – VOX
- Global funds flee stocks, raise bond holdings to five-year high as growth fears mount – Reuters
Americas:
- Inside the Republican Party’s Desperate Mission to Stop Donald Trump – NY Times
- From Obama to Trump – NY Times
- Trump Mortgage failed. Here’s what that says about the GOP front-runner – Washington Post
- Inside the GOP Implosion and the War to Stop Trump – talkingpointsmemo.com
- Donald Trump Killed the GOP. Here’s How Republicans Can Bring It Back to Life – Slate
- The U.S. Recession Is Hard to Find – Bloomberg View
- Argentina Reaches Debt Accord With Holdouts After 15-Year Battle – Bloomberg
- Argentina, Main Holdouts Agree in Principle on $4.65 Billion Deal – Bloomberg
Europe:
- Lord Mervyn King: ’Forgive them their debts’ is not the answer – The Telegraph
- Europe enters the age of disintegration – FT
- Eurozone inflation falls into negative territory – FT
- Global slowdown spreads to the eurozone – FT
- Greek economy shrank 0.3 percent last year but expanded toward end – Reuters
- ECB Window for Stimulus Message Closing as Prices Slide – Bloomberg
- Europe’s refugee surge: Economic and policy implications – VOX
Asia:
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- China cuts reserve requirement ratio for fifth time since Feb. 2015 – Reuters
- China Cuts Banks’ Reserve Requirement Ratio – Bloomberg
- China Stocks Tumble Toward 15-Month Low as Stimulus Bets Unwind – Bloomberg
- China expects to lay off 1.8 million workers in coal, steel sectors – Reuters
Trans-Tasman:
- Why the public doesn’t trust Canberra’s bureaucrats – Canberra Times
- Real estate profits overtake mining – Canberra Times
- Australia’s biggest polluters get worse – Canberra Times
- NBN meeting every target: PM – Canberra Times
- Super debate turning into a circus – Canberra Times
- Farm production to hit $60 billion – Canberra Times
- S&P affirms BHP ‘A’ rating – Canberra Times
- Why you shouldn’t hope for a crash – Domain
- Optus in plan to axe 1000 workers – The Australian
- Coalition MPs fight $20,000 super limit – The AFR
- Treasury backs road-user charges as ‘efficient‘ – The AFR
- Car part makers diversify to survive – The AFR
- Greens holding firm on Senate reforms but pressure builds – The AFR
- Chinese mega-developer makes Sydney debut – The AFR
- Labor accuses Government of rushing process on Senate voting reforms – ABC News
- Victoria’s Transport Minister seeks federal funding for Metro Rail Project – ABC News
- Coalition backbenchers encouraged to press for more clarity on tax plans – 7.30 Report
- Kiwi housing debt continues to grow – Interest.co.nz
- ANZ forecasts NZ OCR cuts – Interest.co.nz
- New Zealand’s once booming economy is faltering – ABC The Business
Other: