Minos of the Shades, 1952, Jean Bellette, National Gallery of Victoria
China
- China’s Enrichment Spawns Mature Problem — Middle Class Angst– Bloomberg
- China’s Didi to raise up to $6 billion, values firm at $50 billion: sources– Reuters
- China reveals foreign addresses of corruption suspects living in Canada, US and beyond – SCMP
- What does Trump’s tax plan mean for China? Economists are divided – SCMP
- China’s central bank gains a more independent voice – Nikkei Asian Review
- Is China on the verge of a banking crisis? – Conversation
- China’s Control Problem – Bloomberg
- China’s Economy Bursts Out of the Gate — but Will It Last? – Caixin
Asia
- Trump: ‘We may terminate’ U.S.-South Korea trade agreement– Washington Post
- Trump spurns Taiwan president’s suggestion of another phone call– Reuters
- BOJ Cuts Inflation Forecast While Keeping Stimulus Unchanged– Bloomberg
- Cathay Pacific and Qantas get ready for Virgin Australia’s ‘fierce’ competition for customers – SCMP
- Job availability best in over 26 years in March – Nikkei Asian Review
- The long, frustrating quest for free trade in Asia – Nikkei Asian Review
- Singapore’s Q1 GDP set for upward revision after strong March manufacturing data – Nikkei Asian Review
- Japan’s labor shortage could be blessing in disguise, not just for women – Nikkei Asian Review
- Japan’s bullet train poised to supercharge India’s economy – Nikkei Asian Review
- DB: India’s Debt Profile Is Bad, But It Is Rapidly Improving – Value Walk
Europe
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- Europe: Unemployment Rate by Region in 2016– jakubmarian.com
- Putin Warns North Korea Situation Has ‘Seriously Deteriorated’– Bloomberg
- Drivers of the post-crisis slump in the Eurozone and the US– VOX
- Angela Merkel attacks British ’illusion’ of keeping benefits of EU– The Guardian
- EU will ’for sure’ reach post-Brexit free trade deal with Britain– Reuters
- Kremlin says report that Putin will meet Trump in May is ’wishful thinking’– Reuters
- Russia opens the door to cryptocurrencies– Euractive
- Core Eurozone Inflation Surges To 4 Year High As CPI Nears ECB Target – Zero Hedge
- What’s Going On in Macedonia? – The Atlantic
- Euro zone inflation near 4-year high, adds to pressure on ECB – CNBC
- Mapping the interconnectedness between EU banks and shadow banking entities – VoxEU
- Regional and global financial safety nets: the recent European experience and its implications for regional cooperation in Asia – Bruegel
- Draghi’s Right to Keep His Foot on the Gas – Bloomberg
- Spain Shows Renewed Momentum as Recovery Accelerates – Bloomberg
- All for One: Emboldened EU United Against U.K. Over Brexit – Bloomberg
- The French Are Getting a Taste for Portuguese Property – Bloomberg
- Why Europe Still Needs Cash – Project-Syndicate
- EU battles Russia’s Nord Stream 2 slice ‘n’ dice – BNE Intellinews
- German trade surpluses demonstrate the failure of the Eurozone – Bill Mitchell
- There Is No Easy Fix For the German Surplus – Bloomberg, Bershidsky
- An asset management company for the Eurozone: Time to revive an old idea – VoxEU
United Kingdom
- Lessons from the end of free college in England– Brookings
- Moody’s: UK economy holding up well, despite emerging signs of softer consumption and housing market activity– Moody’s
- UK house prices fall again in April as buyers feel Brexit squeeze – Guardian
- UK economy is being sucked into London and south-east, says TUC – Guardian
- Foreign investors back Brexit Britain – Telegraph
- The Labour Party must embrace a hard, socialist Brexit to stand a chance of winning the general election – Conversation
- Will London Survive Brexit? – Project-Syndicate, Davies
- London: the money laundering capital of the world – Prospect
- Does “Empire 2.0” make economic sense? – Prospect
- U.K. Economy Slows More Than Forecast as Consumers Cut Back – Bloomberg
- U.K. House Prices Fall for Second Month Amid Pinch on Consumers – Bloomberg
United States
- House delays Obamacare vote, denying Trump 100-day win– Politico
- ’If there’s a shutdown, there’s a shutdown,’ Trump says– Reuters
- Donald Trump’s corporate tax plan doesn’t add up– The Economist
- Trump’s tax plan is built on a fairy tale– Washington Post
- Behind the scenes: Why Trump changed his mind on NAFTA– CTV News
- Where to Build Trump’s Wall?– Project Syndicate
- The Far Left Is Still Out Of Touch With Black Voters– Medium
- U.S. drought reaches record low as rain reigns– USA Today
- The Trump administration starts to turn up the heat on trade– The Economist
- Congress soon could make it harder for rich people to move to the U.S. – Washington Post
- ‘I was all set to terminate’: Inside Trump’s sudden shift on NAFTA – Washington Post
- US farmers fret Trump’s moves on NAFTA may cost them Canadian and Mexico markets – SCMP
- Why Trump Gets a Populist Pass – Slate
- The ‘Golden Visa’ program into the US is set to expire, and that’s worrying many in China – CNBC
- He’s covered, he makes his payments and his insurer still drags its feet – LA Times…not just Australia with Health Insurance issues…
- U.S. Can Afford Trump’s Radical Tax Cut – Bloomberg, Cowen
- Why Companies Should Refuse Trump’s Deregulation – Project-Syndicate
- Distressed-debt players rule the roost in Trump’s White House – FT.com, Tett…superb read…
- White House of Grifters – NY Times
- Economists Fear Trump’s Tax Plan Only Heightens a ‘Mountain of Debt’ – NY Times
- Trump Tax Plan Would Shift Trillions From U.S. Coffers to the Richest – NY Times
- Despair is killing a generation in the US – Irish Times
- The surprisingly short list of U.S. metro areas achieving inclusive economic growth – Brookings
- The End of Upward Mobility in America. Blame Concentrated Wealth. – Evonomics
Americas
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- In Canadian lumber town, real fears over a trade war with Trump– Washington Post
- Puerto Rico Emerges as Sticking Point in Government Funding Showdown– WSJ
- Canada Hit By Countrywide Internet, TV And Phone Outage As Shaw Goes Dark– Zero Hedge
- One of Canada’s Largest Mortgage Lenders Just Imploded, Here’s What Happened– Better Dwelling
- In Canadian lumber town, real fears over a trade war with Trump – Washington Post
- What exactly is Home Capital and why is it so important to the mortgage industry? – Financial Post
Terra Specufestorus
- Australians could save $100bn on electricity ‘if government had clear policy’– The Guardian
- Westpac rules out backing Adani coal mine– ABC
- Big four banks distance themselves from Adani coalmine as Westpac rules out loan– The Guardian
- Macfarlane labels anti-Adani activists as anarchists– The Chronicle
- Senior Liberal speaks out against Turnbull: ‘The party will be decimated’– New Daily
- Why we’ve started buying cheap milk again– ABC
- Rents are falling in most parts of Australia– News.com.au
- House prices fall in Sydney for first time in 18 months – Canberra Times
- Copyright Agency diverts funds meant for authors to $15m fighting fund– The SMH
- Foreign interest in Australian housing has dropped by more than 50% – Business Insider
- Turnbull’s gas changes will lift cost of capital, but won’t relieve prices– Renew Economy
- Carbon price vital for emissions-free future, roadmap shows– ABC
- Queensland Government to introduce mandatory drug testing for parents with kids in care– ABC
- Critical perspectives on the US alliance are unthinkable in Australian politics– The Guardian
- Turnbull wants to subsidise coal AND gas transport– Renew Economy
- Australia should suspend military sales to Saudi Arabia– John Menadue
- New dwellings consents rising 10% a year, but Auckland’s housing shortage still increasing– Interest.co.nz
- Private sector funding for National’s house building plans– Interest.co.nz
- Non-residential building consents hit all-time record high– Interest.co.nz
- Malcolm Turnbull turns his big guns on infrastructure, but will he hit the target? – ABC
- ‘Most wanted’ Chinese fugitive believed to be hiding in leafy Sydney – Fairfax
- ACCC targets ‘unconscionable’ Murray Goulburn – Fairfax
- Want to stop land corruption? Take away the honeypot – Fairfax, Pascoe
- Westpac’s new climate change policy is bad news for Adani’s Carmichael mine in Queensland – ABC
- We can’t ‘hold back the tide’ in housing market: APRA’s Wayne Byres – Fairfax
- ‘Pythonesque’: Westpac’s climate policy seen to rule out lending to Adani coal – Fairfax
- Westpac’s anti-coal stance exposes a Coalition out of sync with business and public on climate – Fairfax
- Kiwis reassured one year ‘pathway to citizenship’ in Australia remains – Fairfax
- Google admits the ATO is chasing it for money – Fairfax
- Doing without private health insurance – Pearls and Irritations, McAuley…In Australia only 85 cents in the dollar passing through PHI makes its way to fund health care…
- A rigged gas market and market failure – Pearls and Irritations, Menadue
- Ready for growth? Has Australia’s affordable housing industry got what it takes? – Pearls and Irritations, noting Making Housing Affordable – Pearls and Irritations new series beginning 1 May 2017
- How much lower are we going to go? – Pearls and Irritations
- The unfairness and waste of private health insurance and the threat to Medicare – Pearls and Irritations, Menadue…good read…
- Age discrimination in the workplace happening to people as young as 45: study – Conversation
- Financial regulator APRA slams banks over lax lending standard – ABC
- ‘Cultural element’ hampering investigations into financial crimes: AFP – Fairfax
- Behind the intervention in gas: desperation – Michael West…nails it…
- Optus and Telstra’s billing scams hit customers in droves – Michael West
- Gas tax review confirms nation faces decade wait for revenue from global giants – Fairfax
- Forget good debt and bad debt, it’s good and bad infrastructure that matters – AFR
- THE HOUSING BLACK HOLE – Griffith Review, Moase
Commodities
- OPEC meeting Russia in the hope of extending oil production cuts to prop up prices – SCMP
- Trump orders investigation into aluminium imports a week after similar order on steel imports – SCMP
- REPORT DIGS DEEPER HOLE FOR AUSTRALIA’S INDIAN COAL MINE PLAN – SCMP
- Chinese corn returns to Japanese livestock farms after 7 years – Nikkei Asian Review
- ‘Returns definitely there’ for ag investors, World Bank expert says – Agrimoney
- From Guitar Hero to agrobotics – technology is writing farming’s future – Agrimoney
- Grain market blow-up ‘just a matter of time’, says UN expert – Agrimoney
- Economists split over Turnbull’s plan to reserve gas for Australian customers – Conversation
- Iron ore has further to fall to knock out unconventional supplies – Reuters, Clyde Russell
- Crushing blow to soy processors as Chinese grow wary on GMO – Reuters
- Australia backs off tax push against oil and gas industry – Reuters
- Asia faces tight noodle wheat supply, Australian farmers hold back stocks – Reuters
- Brazil minister backs tariff to curb U.S. ethanol imports – Reuters
- India draws up $8.7 billion plan to turn urea exporter – Reuters
- Guinea will not accept any big changes to Chinalco iron ore deal – Reuters
- Haunted by 2016, China’s utilities ready for coal buying spree – Reuters
- Ukraine is a global agro-superpower – BNE Intellinews, Aris
- Who Really Controls The Gold Price? (The Answer Is Quite Surprising) – Zero Hedge
- US shale oil rebound shakes OPEC – Platts
- Australia’s LNG export control plans raise alarms in Queensland – Platts
- Aluminum set to rise on China supply-side reforms: Goldman Sachs – CNBC
- Saudi Aramco CEO Says Peak Oil Demand Is a Misleading Theory – Bloomberg
- Gold’s Next Move Hinges on GDP Data – Bloomberg
Capital Markets
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- It’s so tranquil, we must be nearing the death stage for global asset prices – SCMP
- Regulatory storm hits China’s banks as Xi pushes for better risk controls – SCMP
- Crimped market ever reliant on BOJ lending government bonds – Nikkei Asian Review
- Swift measures highlight external bank cyber vulnerabilities – Euromoney
- Fixing Fixed-Investment Incentives – Project-Syndicate, O’Neill
- Why Some Investors Are Betting the High Yield Party Is Over – Bloomberg
- Judging the Staying Power of Record Markets – Bloomberg
- China’s Financial Crackdown Boosts Lure of Borrowing Offshore – Bloomberg
- Bond Market Reaches a Crossroad. Here’s What to Do. – Bloomberg
- The Real Risk That the Fed Misinterprets Bond Yields – Bloomberg, Duy
- Sluggish investment: A persistent headache – VoxEU
- The Basel process of capital regulation: A story of good intentions and unintended consequences – VoxEU
- The Scary Signal of the Bond Market – Barrons
Global Macro
- Global value chains and the increasingly global nature of inflation– VOX
- ETFs Are ‘Weapons of Mass Destruction,’ FPA Capital Managers Say– Bloomberg
- The global elite are headed for a fall. And they don’t even know it.– The Week
- North Korea puts out new video showing the White House in crosshairs and carriers exploding– Washington Post…thanks for that fellas…
- One size does not fit all: On the heterogeneous impact of free trade agreements – VoxEU
- Theory and evidence for the last two decades of tariff reductions – VoxEU
- The global decline in the labour income share: is capital the answer to Germany’s current account surplus? – Bruegel
- Cracking the Mystery of Labor’s Falling Share of GDP – Bloomberg, Smith
- OK, Maybe Globalization Isn’t Dead – Bloomberg
- Trump Warns of ‘Major Conflict’ If Talks on North Korea Fail – Bloomberg
- The Paradoxical Rivalry of US and China for Industrial Innovation – Economonitor
- A World Turned Inside Out – Project-Syndicate, Roach
- Zombies of Voodoo Economics – NY Times, Krugman
…and furthermore…
- Do Digital Currencies Pose a Threat to Sovereign Currencies and Central Banks? – Peterson Institute
- Was the Solar System Previously Home to Another Intelligence? – The Atlantic
- Drinking Four Cups of Coffee Is Probably Safe – The Atlantic
- How Online Shopping Makes Suckers of Us All – The Atlantic
- Scientists Can Now Pull the DNA of Ancient Humans Out of Cave Dirt – The Atlantic
- The Media’s “Bubble” Problem Is Really a Diversity Problem – Slate
- Algorithm Predicts Epileptic Seizures In Real-Time – Value Walk
- To Test Osteoporosis Drugs, Make Bones Transparent – Value Walk
- The Hand of the Dead – Value Walk
- Artificial intelligence will replace half of all jobs in the next decade, says widely followed technologist – CNBC
- The impact of ad blockers on the Internet – VoxEU
- The operation and demise of the Bretton Woods system: 1958 to 1971 – VoxEU
- Do we understand the impact of artificial intelligence on employment? – Bruegel
- Why we have to take white working class people’s fears seriously – Media diversified
- Prehistoric human DNA is found in caves without bones in ‘enormous scientific breakthrough’ – Telegraph
- What will we do after robots have taken over? Simple: more work – SCMP
- Political risk may be overblown but it shouldn’t be ignored – SCMP
- Deutsche Bundesbank exposes the lies of mainstream monetary theory – Bill Mitchell
- Lorenzo Fioramonti interview: the man who would rid the world of GDP – Conversation
- The four factors that decide how we feel about income inequality – Conversation
- Widespread scalping is a sign of poor revenue management by event organizers – Economonitor
- Universal Healthcare Access is Coming. Stop Fighting It and Start Figuring Out How to Make It Work – Economonitor
- End-of-life care: How to have a better death – Economist…something many societies need to look more closely at…
- New Balance Court Ruling in China Is Rare Win Against Piracy – NY Times
- Growth still trumps profits for US tech groups – FT.com
- Huge New Spider Species Discovered in Mexican Cave – Smithsonian
- Remarkable New Evidence for Human Activity in North America 130,000 Years Ago – Smithsonian
- Echoes of a black hole: Ripples in space-time could herald the demise of general relativity and its replacement by a quantum theory of gravity – Aeon
- Minding matter: The closer you look, the more the materialist position in physics appears to rest on shaky metaphysical ground – Aeon
- They Go Together: Freedom, Prosperity, and Big Government – Evonomics, Ed Dolan
