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Macro, Markets & Investing
- Major Oil Exporters Fail to Agree on Production Freeze – NY Times
- Citi forecasts a recovery in oil prices – SCMP
- The bad smell hovering over the global economy – Guardian, Larry Elliott
- Is the commodities rally over? – Nikkei Asian Review
- Boldly going: the exotic ‘frontier’ markets that intrepid investors are tipping for take-off – Telegraph
- Gold is the spectre haunting our monetary system – Telegraph, Jim Rickards
- Here’s why Doha failed to deliver an oil deal – MarketWatch
- Forget Doha, Oil Demand Could Create Another Super-Cycle by 2030 – Bloomberg
- Emerging-Market Assets Roar Back to Life – Bloomberg
- Funds Are Betting the Gravity-Defying Gold Rally Isn’t Over Yet – Bloomberg
- Citigroup Says Iron Ore Rally to Fade as Oversupply Kicks In – Bloomberg
- Mastery or Ignorance, Part I – Value Walk…good read…
- Fund Managers Are A Frightened Lot! – Short Side of Long
- When The Walk Is Not Random: Commodity Prices And Exchange Rates – Value Walk…good…
Europe
- Discord Grows Among the Parties Over Greek Debt Talks – NY Times
- Western Europe: Negative policy rates backfire – Euromoney, Adair Turner
- Driving growth? The future of Europe’s car industry – CNBC…better than Australia’s…
- UBS’ Axel Weber: Europe is over-banked – CNBC
- London’s super-rich turn to renting – CNBC
- EU’s antitrust chief looking closely at Google’s Android – Reuters
- UK Finance Ministry To Publish ‘Sober Analysis’ Of Brexit Risk – IB Times
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Americas
- Dilma Rousseff: Brazilian congress votes to impeach president – Guardian
- US trade deficits are killing growth and profits – CNBC…if they dont run trade deficits, who will? (apart from Australia)…
- Atlas shrugged — and the U.S. economy is feeling the weight – MarketWatch
- How a boardroom feud left Brazilian steel giant on the brink – Reuters
- Chinese investors expected to buy more Canadian real estate in 2016 – Vancouver Sun
- Watch the U.S. age before your eyes in this amazing animated graphic – LA Times
- Bernanke: Fed Is ‘Low On Bullets’ To Offset Serious U.S. Slowdown – Value Walk
Asia
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- More Chinese cities see home prices rebound – SCMP
- How many times can one flat be used as collateral to raise money in Hong Kong? – SCMP…and how many HK or China flats are collateral for Australian RE purchases?…
- China: Corporates face toxic threat of debt – Euromoney
- China’s startup boom could turn to bust on Beijing’s signal – Nikkei Asian Review
- China could be stabilising as stimulus efforts pay off – Telegraph
- China makes plans for 1.8 million hit by layoffs – MarketWatch
- China GDP: Second Look Shows Slower Growth – WSJ
- China State Enterprises Likely to Suffer More Defaults, S&P Says – Bloomberg
- Singapore Exports Down 15% In March As Electronics, Pharma Sales Falter – IB Times
Terra Incognita
- Election 2016: Double dissolution trigger is live, so what happens now? – Fairfax
- Unions or banks? Through mad genius or political naivety, battlelines are drawn for a drawn out contest – Fairfax
- Australia’s Debt Dilemma Raises Downgrade Fears – Bloomberg
- Triple-A rating downgrade federally would be bad news for NSW and Victoria too – Fairfax
- Australia’s most expensive home pitched to Chinese buyers – SCMP
- Australia’s Westpac bank sees a full plate in China’s food deals – SCMP
- Labor tries to set up snap Senate inquiry into NSW Liberals’ fundraising scandal – Guardian
- Turnbull government to bring forward shipbuilding plan ‘to create 2,500 jobs’ – Guardian
- Oil prices plunge after OPEC fails to cap output; Australian tax revenue hit – ABC
- There’s a silver lining to Palmer and Queensland Nickel’s downfall – ABC, Verrender
- Northern Australia one of the ‘last great development opportunities’, Gina Rinehart says – ABC
- Australian economy faring well against tough global conditions – ABC
- Premium wine export hit fresh highs, but many winemakers continue to struggle under high debt – ABC
- Charity calls for ‘vacancy tax’ on empty houses in Victoria to improve affordability – ABC
- Aldi Australia sales forecast to tip $15b by 2020 – Fairfax
- How John McGrath investors lost plenty on property – Fairfax
- Arrium administrator and Morgan Stanley agree to work on $75 mln debt – Reuters
- Macroprudential stable funding requirement and monetary policy – Digital Finance Analytics
- The mixed fortunes of Australian motor vehicles – Callam Pickering
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…and furthermore…