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Cocking an ear, John Brack, 1948, National Gallery of Victoria
China
- China mortgage rules tightened to curb people divorcing to qualify to buy second homes – SCMP
- UnionPay bars Chinese buyers from swiping for Hong Kong property – SCMP
- China must urgently tackle soaring corporate debts, says OECD – SCMP
- China ‘drawing up rules to control overseas investment’ – SCMP
- Shadow bank crackdown prompts China cash crunch – FT.com
- China’s property bubble represents a social risk: Renowned Chinese economist – CNBC
- China’s Belt and Road project is already helping this company – CNBC
- Five Maps That Show China’s Biggest Limitations – Value Walk
- Will China’s ‘One Belt, One Road’ Initiative Deliver? – Value Walk
- Will China Succeed in Efforts to Woo Foreigners Into Its Bond Markets? – Caixin
- Beijing Cracks Down on ‘Fake Divorces’ Spurred by Property-Buying Frenzy – Caixin
- Interbank Certificates of Deposit Thrive Despite Central Bank’s Disapproval – Caixin
- Line between insurance, shadow banking blurs in China – Nikkei Asian Review
- China to Plant ‘Green Necklace’ of Trees Around Beijing to Fight Smog – NY Times
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Asia
- Indonesia’s finance minister vows to clamp down on tax dodging – FT.com
- Malaysia warns of currency crackdown to stabilise ringgit – SCMP
- India poised to emerge net exporter of steel as February output jumps – Nikkei Asian Review
- The Sino-Korean Trade War Must End – Project Syndicate
- Iran Struggles to Sustain its Economic Recovery – EconoMonitor
- Why Economists Missed the Arab Spring – Project Syndicate
- China-Singapore project making progress – Business Times
- Singapore to attract more global funds – Business Times
- Kazakh banks play pass the parcel with unexploded bad loan bomb – BNE Intellinews
- S.Korea says can’t rule out US branding it a currency manipulator – CNBC
- Singapore industrial output up 12.6% in Feb – Business Times
- New JGB auction rules could smooth exit from easing – Nikkei Asian Review
Europe
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- EU expansion dreams fade as Britain’s exit looms – FT.com
- Swiss watchmakers play the long game as smartwatch sales slow – FT.com
- Europe’s Murky Path to Normal Monetary Policy – Bloomberg
- Russian Defector’s Murder Sends a Chilling Message – Bloomberg
- The Eurozone is Still Vulnerable – Project Syndicate
- Return of Sovereign France- Europe’s Changing Landscape – EconoMonitor
- New ICMB/CEPR Report: Bail-ins and Bank Resolution in Europe – VoxEU
- German private sector growth strongest in almost six years – Irish Times
- In Ireland, free education has more than proved its worth – Irish Times
United Kingdom
- Eurozone corporates prepare to quit the UK – Euromoney
- Exporters enjoying Brexit ‘sweet spot’ from weak pound, says Bank of England deputy Governor – Telegraph
- Retail sales bounce back as British shoppers return to the high street – Telegraph
- Graduates propel decline in number of EU workers in Brexit Britain – FT.com
- British banks handled vast sums of laundered Russian money – Guardian
- Talk of ‘Singapore option’ offers no future for Brexit Britain – Nikkei Asian Review
- There is more than one explanation for the fall in sterling – FT.com
- EU’s Juncker Says U.K. Brexit Bill Will Be About $62 Billion – Bloomberg
- When Britain turned inward – VoxEU
- State pension age must rise again, says report – Guardian
- Designing alcohol taxes: Evidence from the UK market – VoxEU
- Brexit economy: UK faces squeeze on living standards – Guardian
- How banks lost the ear of Britain’s government over Brexit – Reuters
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United States
- America’s Confidence Economy – Project Syndicate
- US new homes sales hit 7-month top in sign of robust economy – SCMP
- Why US Growth of 2 Percent Is Plausible—And Unlikely to Get Much Higher – Peterson Institute
- Americans’ Shift To The Suburbs Sped Up Last Year – FiveThirtyEight
- For whites across America, “deaths of despair” are rising – CBS
- Mnuchin’s Mission – Project Syndicate
- Americans Agree on Paid Leave, but Not on Who Should Pay – NY Times
- Pages From Trump’s Tax Returns Raise a Decade’s Worth of Questions – NY Times
- Trump Has a Debt Ceiling Problem – Slate
- Trump’s trade shake-ups ‘may negatively impact’ US agri groups – Agrimoney
- More evidence that the US labour market is not at full employment – Bill Mitchall
- Is US Manufacturing Growing? Industry Activity Saw Best Monthly Performance Since March 2011, Fed Report Says – IB Times
- Trump Dares GOP Into High-Stakes Vote on Troubled Health Bill – Bloomberg
- The American Dream: An Endangered Ethos – Value Walk
- Who’s paying for family leave? In many cases, taxpayers – CBS
- Along the watchtower: The rise and fall of U.S. low-skilled immigration – Brookings
Americas
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- Morneau not finished addressing hot housing markets: ‘There are clearly supply issues in … Vancouver and Toronto’ – Financial Post
- Canada to sell record amount of bonds — $142 billion — to fund budget’s deficit-fueled spending promises – Financial Post
- Just the facts: Ottawa beefs up spending in federal budget for data collection on the housing market – Financial Post
- A budget that can’t make up its mind and leaves Canada even more uncertain – Financial Post
- Don’t relax too much: Finance Minister Bill Morneau doesn’t rule out future changes to capital gains taxes – Financial Post
- How Solid Are Canada’s Big Banks? – Value Walk
- Gummy bear giant HARIBO to build first N. American manufacturing facility – CBS
- Canada’s increasingly divergent rate path – Bond Vigilantes
Terra Ponzinomicus
- Chinese buyers to prop up Australian housing market: Credit Suisse – Fairfax
- Expenses scandal: Jane Garrett says MPs’ behaviour ‘shaking faith in democracy’ – Fairfax
- Home ownership 8 per cent higher in suburbs with shared equity schemes, study shows – Fairfax
- Senior Westpac executive Martyn Wild departs after behavioural misconduct – Fairfax
- Landmark ruling on collapsed company a blow for taxpayers – Fairfax
- WA GST return hits 34 cents, blows hole in budget – ABC
- Australian meat industry wins better access to lucrative Chinese market – ABC
- Plans for $1.5b gas-fired power station in southern NSW reignited amid energy security debate – ABC
- Banking inquiry: Nationals senator to cross floor and vote against Government to support Greens bill – ABC
- Capital gains tax concession is too generous: economists poll – The Conversation
- ASIC’s CommInsure pass shows why badly behaving bankers will never fear jail time – The Conversation
- Australian prime minister won’t choose between China and US – Nikkei Asian Review
- Insurance Council says the Government consulting on how to levy insurance to fund new fire and emergency service shows how complicated and costly the regime is – Interest.co.nz
- Help wanted: Sparkies, brickies and chippies – CNBC
- Gas bags and hydro hype – Pearls and Irritations, Mungo MacCallum
- How the free market failed Australia and priced us out of our own gas supply – Pearls and Irritations, Ian Verrender
- The litany of failed privatisations – Pearls and Irritations
- Why gas prices went sky-high, and what governments need to do about it – Pearls and Irritations, Tim Colebatch
- How the gaming of land rezoning by vested interests keeps housing unaffordable. – Pearls and Irritations
- Affordable housing reform – Pearls and Irritations
- The latest ideas to use super to buy homes are still bad ideas. – Pearls and Irritations
- Migration policy; All about numbers – Pearls and Irritations
- THE NEW BLACK : The overworked, underpaid, cash-in-hand worker is becoming increasingly common – The Monthly
- The age of unentitlement: Injustice is on the rise in the punitive welfare state – The Monthly
- China removes last restrictions on Australian beef imports – SCMP
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Commodities
- U.S. asked to slap duties on biodiesel from Argentina, Indonesia – Reuters
- ICE to offer first U.S. Gulf Coast LNG futures contract – Reuters
- Iron ore in much-needed correction, China futures have more to drop – Reuters, Clyde Russell
- Saudi Arabia halts Brazilian beef and poultry imports over food safety fears – Reuters
- World’s top LNG buyers form alliance to push for flexible contracts – Reuters
- Aluminum sector seeks way to tackle China-induced instability – Reuters
- Philippines allows suspended miners to ship out nickel ore after clampdown – Reuters
- Saudi exports to U.S. to fall by 300,000 barrels per day in March – official – Reuters
- Saudi Arabia cedes crown as top oil exporter in key markets – Nikkei Asian Review
- Oil prices fall to near 4-month low on bumper supplies – SCMP
- This Gold Rally Has Recent History on Its Side – Bloomberg
- The Oil Price Rally Is Stumbling at the Worst Possible Time – Bloomberg
- Big Oil Replaces Rigs With Wind Turbines – Bloomberg
- Look Past Oil to China for Clues to Commodities – Bloomberg
- Oil could collapse into the $30s if OPEC doesn’t keep its act together – CNBC
- Fonterra ‘cautiously positive’ on dairy prices, even as futures bounce – Agrimoney
- Indian Billionaire’s Zinc Rescue – Bloomberg
- Russia emerges as a wheat superpower – BNE Intellinews
Capital Markets
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- History Is No Help When Handicapping the Bond Market – Bloomberg
- The Quiet Bear Market in Bonds – Bloomberg
- This Model Explains Oil Price Swings – Value Walk
- Qatari connection casts long shadow over Barclays – FT.com
- Why International Financial Cooperation Remains Essential – IMF Blog
- Fintech—A Brave New World for the Financial Sector? – IMF Blog
- A look at yield curve compression – Bonddad
Global Macro
- How globalisation affected manufacturing around the world – VoxEU
- Economic growth and reductions in carbon emissions – VoxEU
- Trade illusion and disillusion: A cyclical phenomenon – VoxEU
- Container Index Revolution: Is it the time to embrace price transparency? – Platts
- The global economy—let’s make hay while the sun shines – Prospect
- China as a champion of free trade? Not so fast – CNBC
- Gundlach On Why Interest Rates Are Falling – ETF.com
- Does Manufacturing Have the Largest Employment “Multiplier” for the Domestic Economy? – Peterson Institute
- The Political Cycle And Markets – Does The Rising Tide Of “Populism” Matter? – Value Walk
- Onset of a Global Trade War for People – Value Walk
- As democracy retreats, famine makes a comeback – FT.com
- Don’t be fooled by the euro’s recovery: populist politics is on the rise – SCMP
- Why the tide is turning against the US dollar – SCMP
- China Bets on Sensitive U.S. Start-Ups, Worrying the Pentagon – NY Times
- Competition from China reduced innovation in the US – VoxEU
- Why Things Aren’t What They Used To Be In Emerging Markets – Value Walk
- Chart of the Week: Inequality and the Decline in Labor Share of Income – IMF Blog
- Variations on the Phillips Curve: unemployment and underemployment – Bonddad
- Safety, liquidity, and the natural rate of interest – Brookings
- Reflation Trade Faces Reset as Inflation Peak Contemplated – Bloomberg
- Monetary policy in a low interest rate world – Brookings
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…and furthermore…
- Be afraid: China is on the path to global technology dominance – SCMP
- Why there is a lot to like about Universal Basic Income – Interest.co.nz
- Volatility underlines the dangers of stop-loss orders – Euromoney
- Explainer: the financialisation of housing and what can be done about it – The Conversation
- It’s harder for governments to tax their way out of rising inequality – The Conversation
- The psychology of making money – NZ Herald
- Rents in Megacities Can’t Go Up Forever – Bloomberg
- Capitalism Will Shrink Inequality. In Fact, It’s Happening. – Bloomberg, Smith…not if it only feeds monopolies and vested interests…
- Why robots should be taxed if they take people’s jobs – Guardian
- YouTube Advertiser Exodus Highlights Perils of Online Ads – NY Times
- Getting Basic Income Right – Project Syndicate
- Four Maps Which Show The Bullish Case For North America – Value Walk
- Past Empires That Can Tell Us About The Future In Four Maps – Value Walk
- The Alternative Callan Periodic Table Of Investment Returns – Value Walk
- Mauboussin: Stocks Are Disappearing As Markets Are Becoming More Efficient – Value Walk
- When the Government’s Policy Is to Pass the Buck – Bloomberg
- The Behavior of Stock Market Manias: When the Widget Maker Becomes a Hedge Fund – Value Walk
- How to Give a Cool Appraisal to Hot Economics Studies – Bloomberg
- Reimagining fabs: Advanced analytics in semiconductor manufacturing – McKinsey & Co
- Blood test detects cancer and pinpoints location…before symptoms appear – Telegraph