Global Macro / MArkets / Investing:
- The Coming Default Wave Is Shaping Up to Be Among Most Painful – Bloomberg
- Beware the Coming Default Tsunami in Emerging Markets – Bloomberg
- The Safe Asset Problem is Back: Negative Interest Rate Edition – Macro and Other Market Musings
- IMF World Economic Outlook (WEO), April 2016 – IMF
- Global Bond Yield Plunge to Record 1.3% Is Flashing Warning Sign – Bloomberg
- Tiger Global Hedge Fund Plunges on Amazon, Netflix, Other Bets – WSJ
- Wind and Solar Are Crushing Fossil Fuels – Bloomberg
- Global Profits Recession Leaves Investors With Nowhere to Hide – Bloomberg
- Glencore to Sell 40% of Agricultural Arm for $2.5 Billion – WSJ
- A new age of econ imperialism is coming – Noahpinion
- Biggest Banks to Face Tougher Debt Limits to End Too-Big-to Fail – Bloomberg
Americas:
- Let’s Dispel Once and for All With This Fiction that Sanders Doesn’t Know How to Break Up Banks – rooseveltinstitute.org
- Puerto Rico passes debt moratorium bill – FT
- Puerto Rico’s Senate Declares Debt Moratorium – NY Times
- Marginal Tax Rates and 21st Century Social Welfare Reform – FT
- The Fed Minutes, Annotated: When Will Yellen Raise Rates? – Bloomberg
- The $1 Trillion Short Underlying U.S. Stocks’ Spring Awakening – Bloomberg
Europe:
- The ECB Explains Why Central Banks Can’t Go Bankrupt in a Footnote – Bloomberg
- Mortgage-backed securities make £6.2bn comeback – FT
- Revealed: the tycoons and world leaders who built secret UK property empires – The Guardian
- The EU as Qwerty keyboard – Stumbling and Mumbling
Asia:
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- China Said to Plan $155 Billion of Sour Loan-Equity Swaps – Bloomberg
- Leaked Files Offer Many Clues To Offshore Dealings by Top Chinese – icij.org
- China in the Panama Papers – China File
- China Bulls Become an Extinct Species – WSJ
- Japan’s Shinzo Abe Defends U.S. Alliance, Warns Against ‘Naked Nationalism’ – WSJ
Trans-Tasman:
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Union says CSIRO cuts understated – Canberra Times
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Turnbull lashes banks at own party – Canberra Times
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$180 billion HECS bombshell – Canberra Times
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Paid parental leave a key election battleground – Canberra Times
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Fair Work sues 7-Eleven store owner – Canberra Times
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What Asian companies want from Australian food manufacturers – The Canberra Times
- Rents rise amid oversupply concerns – The Age
- The think tank (the IPA) driving the national political agenda – The Age
- Loan fiasco sets $185 billion HELP time bomb – The Australian
- Melbourne, the rustbelt city that couldn’t hold on to its state bank, is now the nation’s property powerhouse – The Australian
- Why Arrium’s future is in doubt – The AFR
- Gloves come off in banking culture debate – The AFR
- China’s elite rush for tax havens – The AFR
- HELP loans to cost budget six-fold by 2026 as unpaid loans surge – The AFR
- Simon Birmingham promises more details of higher education changes before polls – 7.30 Report
- Interview: Kate Ellis, Shadow Minister for Education – ABC Lateline
- Arrium headed for a meltdown – ABC The Business
- Australia urged to consider sugar tax amid grim diabetes stats – ABC News
- NBN is good enough to meet current needs: CEO – ABC News
- WA budget must help restore consumer confidence: CCI – ABC News
- Education experts says Turnbull using ‘flimsy evidence’ – The Guardian
- Boomers and millennials: this is a class, not generational, war – The Guardian
- The Panama Papers couldn’t come at a worse time for the Coalition -The Drum
- We must expose the ‘living within your means’ spin – The Drum
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Govt puts capital facility directly behind Kiwibank – Interest.co.nz
Other: