Copperopolis-Mt Lyell, 1983, Jan Senbergs, National Gallery of Victoria
China
- Growth and reform in tug of war as Chinese leaders grapple with hard choices – SCMP
- Why US Fed’s latest stance on interest rate is good news for China – SCMP
- China Seeks to Avoid Mass Layoffs While Cutting Production – NY Times
- China’s ‘new normal’ has a distinctly familiar feel – Nikkei Asian Review
- China’s High-Income Future – Project-Syndicate
- China banks face credit risks from ties to wealth management products – CNBC
- Chinese Fund Manager Crackdown: Government Wants To Halve Industry By August – Value Walk
- China’s yuan could be at a pivotal point – CNBC
- Here comes the modern Chinese consumer – McKinsey
- China’s New Age of Economic Anxiety – New Yorker
- China February Home Prices Rise as Major Cities Power Ahead – Bloomberg
- I Can’t Remember Amount of Bribes I Took, Airline Executive Tells Court – Caixin
- Plans for New Board Dropped, Leaving Overseas-Listed Firms in Limbo – Caixin
- New debt swap plan wrong answer for China – Nikkei Asian Review
- For how much longer can Hong Kong’s currency stay pegged to the dollar? – World Finance
- Crisis over? Home prices jump in most Chinese cities – SCMP
Asia
- Asia’s Ugliest Currency Finds Fairweather Friends Fueling Rally – Bloomberg
- Printer Error Triggered Bangladesh Race to Halt Cyber Heist – Bloomberg
- Brazen Heist of Millions Puts Focus on the Philippines – NY Times
- Bank Indonesia cuts policy rate for 3rd time this year – Nikkei Asian Review
- Japan’s megabanks go big with bonds as new rules loom – Nikkei Asian Review
- Negative rate not having intended effect – Nikkei Asian Review
- The Coming Collapse Of Saudi Arabia – Emerging Equity
- Kuwait attempts major economic overhaul – World Finance
- Japan’s Liquidity Trap (pdf) – Levy Institute…a telling look at the Japanese economy, good charts …
- E-commerce is reshaping India’s distribution networks – Nikkei Asian Review
- February trade surplus biggest in four years – Japan Times…that can happen when you engineer the currency lower, the trick is in not being noticed…
Europe
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- Frankfurt and London seal $30 bln trading tie-up to counter US threat – Nikkei Asian Review
- Lies, Damn Lies, and European Growth Statistics – Project-Syndicate, Varoufakis
- Norway cuts interest rates and warns they could turn negative – Telegraph
- Citigroup retrenches in Russia as recession, anti-US sentiment bites – BNE INtellinews
- Lessons learned from losing $50mn as a Russian fund manager – BNE INtellinews…he wasn’t alone…
- Norway leads cashless revolution – Value Walk
- Why Russian Banks Could Be Hit Hard This Year – WSJ
- EU Association Agreement could help Ukraine to reform – Bruegel
- German Facebook probe links data protection and competition policy – Bruegel
- ECB TLTRO 2.0 – Lending at negative rates – Bruegel
- Negative rates mean Sweden risks housing bubble: Moody’s – CNBC
- A Journey Across Greece, a Bankrupt Land at Risk of Becoming a Refugee Prison – NY Times
United Kingdom
- George Osborne is a Roman emperor indulged in all his follies and fads – Guardian
- Osborne is taking a mighty gamble on shifting sands of corporate tax base – Guardian
- Housing: Forever Blowing Bubbles – Bloomberg
- Britain and the 1970s oil shocks – the failure of Monetarism – Bill Mitchell
- Osborne stakes his reputation on a 2020 surplus – BBC
- The UK’s sovereignty myth – Bruegel
- THE BREXIT DEBATE: IN OR OUT? – Pieria
- BACK TO BASICS: HOW MANY HOUSEHOLDS? – Pieria
- Are Markets Blind To the Next U.K. Rate Hike? – WSJ
- Bank of England warns Brexit uncertainty poses risk to UK economic growth – Telegraph
- Household debt binge has no end in sight, says OBR – Telegraph
- Bank of England keeps key rate at record low of 0.5% – CNBC
- The Chancellor’s cynical attempt to embrace populism will backfire – Telegraph
- Osborne’s £9bn tax toll on big business – Telegraph
- UK faces years of negative oil sector revenues – CNBC
- The numbers in the Budget just don’t add up – Prospect
- Forget Global Growth – Osborne’s Real Problem is Productivity – Bloomberg
United States
- Factory jobs trickle back to the U.S., giving hope to a once-booming mill town – Washington Post
- On Trade, Angry Voters Have a Point – NY Times
- Fed Slows Down on Plans to Pursue Interest Rate Increases – NY Times
- On free trade, this election is giving business the willies – Washington Post
- 5 things we learned from Janet Yellen about Fed rate hikes and the U.S. economy – LA Times
- Why the Fed should allow wages to rise – CBS
- Really weird and crazy U.S. state taxes and deductions – CBS
- Yellen steers Fed with cautious hand, despite hints of inflation – Reuters
- The Fed’s Credibility Conundrum – WSJ
- Americans Think CEOs Make a Fraction of What They Actually Do – The Atlantic
- Forms and sources of inequality in the United States – VoxEU
- Housing Starts in U.S. Climbed More Than Forecast in February – Bloomberg
- Why More Americans Are Getting Evicted – Slate
- How Sunday stopped being special for the American worker – Washington Post
- For-profit education is a $35 billion cesspool of fraud—and the US government has let it fester – Quartz
- Rampant wealth inequality in Silicon Valley could make San Francisco a ghost town – Quartz
- DESTABILIZING AN UNSTABLE ECONOMY (pdf) – Levy Institute…superb read with some very good charts…
- The Mystery of America’s Missing Capital Investment – Bloomberg
- About That U.S. Manufacturing Renaissance … – Bloomberg
- Core consumer prices post biggest 12-month increase in nearly three years – LA Times
Americas
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- Liard basin a reminder of Canada’s great energy potential, but don’t count on it any time soon – Financial Post
- Millennials Flee Vancouver for More Affordable Cities – Bloomberg
- Vancouver’s vacancy study, the ‘key finding’ it didn’t find and the vacant homes it didn’t count – SCMP
- Brazil’s Corruption Scandal Has It All – The Atlantic
- Increasing indebtedness squeezing British Columbians – Vancouver Sun
- Why Trudeau’s infrastructure plan may not be a quick and easy fix for the economy after all – Financial Post
- Colombia Joins Record Latin American Borrowing Spree in Euros – Bloomberg
Terra Incognita
- The doomsayers are wrong – our debt is well-regulated, and sound – Guardian, Kouk….debt is good, but at the levels we have it? bit of burley in the water…
- Reserve Bank’s head of financial stability Luci Ellis favours doomsayers over spruikers – ABC, Janda
- Technology, economics and Australia’s future submarine. Part 1, Part 2 & Part 3 – Pearls & Irritations, John Stanford…epic read goes to the heart of a major future budget outlay…
- The $50 b. submarine purchase – Pearls & Irritations, Brian Toohey
- Why income inequality is the policy issue to make or break governments – The Conversation
- What issues will be front and centre of the economy election? – Guardian, Jericho…good rundown of the key election economy issues…
- Qube Joins Rival in Bid for Australian Port and Rail Operator – NY Times
- Fairfax job cuts plan prompts mass walk out as staff ‘take a stand’ – ABC
- Unemployment falls to 5.8pc as job seekers give up – ABC
- Training giant Evocca College sacks 200 staff, set to close about a third of its campuses – ABC
- Bringing the war home: the rising disability claims of Afghanistan war vets – The Conversation…this is a massive issue…
- Big win for small business in government embrace of competition ‘effects test’ – The Conversation
- How Australia Gets Student Loans Right – The Atlantic…not sure they get the whole debt experience here…
- Australian labour market – the dismal picture unfolds further – Bill Mitchell
- Fixing Basslink Before Tasmania’s Zombie Apocalypse – Idiot Tax…another fine read from the Idiot…
- We need tax probe – NZ tech industry – NZ Herald
- The Tax Gap – Where do their profits go? How Apple, Facebook and Google move their earnings overseas – NZ Herald
- Top multinationals pay almost no tax in New Zealand – NZ Herald
- Does Australia need an annual wealth tax? (And why do we now apply one only to pensioners) (pdf) Tax and Transfer Policy Institute
- A prudential approach to mortgage lending (pdf) – APRA, Heidi Richards…worth a look – a fig leaf over their inactivity?…
- New Zealand’s ‘cannabis crisis’: smokers confirm chronic shortage – Guardian
- Glencore, partners in Australian port face heavy cost of boom era bet – Reuters
- Negative gearing and the recession we have to have – ABC, Janda…good read…
- The Australian dollar still has a long way to fall – Callam Pickering
- High dividends living on borrowed time – Callam Pickering
- Transition vamp: We all know Australia is changing, but no-one can tell us into what – The Monthly, Megalogenis…good read…
- Construction outlook: mining construction slowdown ripples across industry – The Conversation
- Why a drop in unemployment doesn’t add up – literally – The Conversation
- Trashing the brand: ANZ and CBA could pay a high price for choosing profit over people – The Conversation…that smell isn’t going away any time soon – there should be a Royal Commission into Australian banks…
- Morrison talks down personal income tax cuts – The Conversation
- Twelve of a kind: Why is Australia planning so many new casinos? – The Monthly
- Yale econometrics professor tipped to win Nobel Prize writes paper saying Auckland housing market entered bubble territory in 2013; Previous Auckland bubble spread to rest of NZ and collapsed in mid-2007 – Interest.co.nz, Hickey
- Queensland housing supply – Cam Murray…well worth a look…
- Scott Morrison tightens foreign investment rules in wake of Darwin Port ‘sale’ – ABC
- Sydney’s eastern suburbs house the nation’s top income earners, Australian Tax Office report shows – ABC…by jove those occupations look the same as those gaining most from negative gearing…
- China Startup Juwai Seeks IPO in Australia as Early as Year-End – Bloomberg...oh yeah…
Commodities
- World coal giant Peabody faces bankruptcy as industry implodes – Telegraph, AEP
- De Beers prospects dimmed as diamond market enters ‘uncharted waters’ – Nikkei Asian Review
- Rio, shifting focus, replaces veteran Walsh with copper boss – Reuters
- China’s steelmakers warn slower exports and rising output to pressure market – Reuters
- EU action on cheap steel imports from China not enough: industry – Reuters
- Egypt Supply Minister says has enough strategic wheat until early July – Reuters
- The Two Worlds Of Gold And Silver: East And West – Value Walk
- Cuts Push Coal, Steel Sectors into Corner – Caixin
- The future is bright for Angola’s steel industry – World Finance
- The CEO of Rio Tinto on Managing in a Hypercyclical Industry – HBR
- Peabody’s Clearance Sale Heads to Australia – Bloomberg
- Here’s Why Surging Gold Miner Stocks May Still Be Bargains – Bloomberg
- ANZ chief economist Yetsenga optimistic on commodities markets – ABC
Capital Markets
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- Energy sector defaults could go like dominoes – Market Watch
- If No One’s Trading Stocks, Is it Really a Rally? – WSJ
- Why ECB Could Deal a Blow to Corporate Bond Traders – WSJ
- What Would Breaking Up the Banks Even Look Like? – The Atlantic
- Moral suasion and bond buying in the Eurozone Crisis – VoxEU
- Minimal conditions for the survival of the euro – VoxEU
- Foreign Investors, Sovereign Risks & Regulatory Clowns – Constantin Gurdgiev…food for thought on CDS…
- Australia’s 500% Stock Market Darlings Now Face Record Short – Bloomberg
- Marketplace lending ABS: The next big short – Euromoney
Global Macro
- Negative rates matter less than QE – Nikkei Asian Review
- The New Generation Gap – Project-Syndicate, Stiglitz
- Maintaining the Emerging-Economy Growth Engine – Project-Syndicate
- CS: S&P 500 Overseas Cash Now Exceeds $3 Trillion – Value Walk
- The EU Division Over China’s Market Economy Status – Economonitor
- Global Government Debt Is Actually Triple What We Thought, Thanks to Pensions – WSJ
- Commodity Crisis Eats into Global Capex – WSJ
- South Africa feels the effects of an unlevel stainless steel playing field – Mineweb
- How Oil Price Volatility Explains These Uncertain Times – Economonitor
- The Great Bipartisan War on Free Trade – Economonitor
- Low Inflation and Government Debt – Economonitor
- The perverse effect of preferential rules of origins – VoxEU
- Unreported assets held abroad and tax evasion: Hints from external statistics – VoxEU
- The G20’s structural reform agenda should address income gap and financial system fragility – Bruegel
- Helicopter drops reloaded – Bruegel
- Nobel winner Stiglitz says world economy is in ‘great malaise’ – Nikkei Asian Review
- Africa comes to the end of its commodities boom – World Finance
- There’s Trade, and Then There’s Good Trade – Bloomberg, Noah Smith
- A Fundamental Shift in the Nature of Trade Agreements – Conversable Economist
…and furthermore…
- Is Russia’s National Character Authoritarian? – Project-Syndicate, Shiller…they don’t like weak…
- Trump’s Italian Prototype – Project-Syndicate…a little bit of bunga bunga?…
- Solving a retirement saving puzzle – CBS
- Why typing “.om” instead of “.com” could threaten your privacy – CBS
- Alzheimer’s ‘lost’ memories may be recoverable: study – Business Times
- Deaths Of Roman Emperors vs. Coinage Debasement – Chart – Value Walk
- Why Tech Is the Leading Industry on Parental Leave – The Atlantic
- Why island nations are less likely to default – CNBC
- Creativity Could Give Investors an Advantage – CFA Institute
- A Greater Misuse of Charitable Donations Than Fraud? – CFA Institute
- The Callan Periodic Table of Investment Returns – Attain
- Container shipping: The untapped value of customer engagement – McKinsey
- Improving the semiconductor industry through advanced analytics – McKinsey
- A ticking time bomb: TLAC and other attempts to privatise bank bail-outs (pdf) – Peterson Institute…good read…
- Now There’s Proof: Docs Who Get Company Cash Tend to Prescribe More Brand-Name Meds – ProPublica
- Nigeria’s state oil company is missing $16 billion – Quartz
- The Fine Line Between When Low Prices Work and When They Don’t – HBR
- Work in the Future Will Fall into These 4 Categories – HBR
- How The Cordon Bleu Lent Its Name to the Exploitation of Young Chefs – Priceonomics
- A 30-Year Quest For Alzheimer’s Remedy Nears The Finish Line – Bloomberg
- Tech Fuels the Winner-Take-All Economy – Bloomberg, Noah Smith
- Stunning Global Heat Wave Pushes Planet Into Uncharted Territory – Bloomberg…and pretty much nails climate denialism…
- Life in a Banking Desert – The Atlantic
- Sperm discovery could mean new fertility treatments – Telegraph
- Britain is fighting childhood obesity with a new soda tax. But will it work? – Vox
………..And for those who didnt get it last weekend – the podcast on Negative Gearing. Leith van Onselen, & David Llewellyn-Smith talking with Gunnamatta about Negative Gearing, its cost to the budget, the impact of the investor explosion after 2013 on the budget, and the ALP proposal to remove it. About 55 Minutes worth, in two parts in Mp3 and Ogg
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Mp3 Pt1
Mp3 Pt2
Ogg Pt1
Ogg Pt2
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