Links

Global Macro/Markets: Reinhart/Rogoff-gate isn’t the first time austerians have used bad data – Washington Post Why the Reinhart-Rogoff paper was flawed right from the start – Credit Writedowns Other Austerity Bloopers – New York Times The IMF needs to overcome its bipolar personality – Fortune Have the inflation-paranoid capitulated?

Global Macro/Markets: Reinhart/Rogoff and Growth in a Time Before Debt – Next New Deal How a student took on eminent economists on debt issue – and won – Reuters What’s causing sharp declines in crude oil prices?

Global Macro/Markets: The Great Debt Delusion: How Math Keeps Proving Austerity Wrong – The Atlantic Austerity after Reinhart and Rogoff – Financial Times Reinhart-Rogoff on Debt and Growth: Fake but Accurate?

Global Macro/Markets: What Gold Bugs Are Saying – Business Insider Warren Buffett On Gold – Ivanhoff Capital What Are Gold’s Fundamentals ?

Global Macro/Markets: Can the Bond Market Really Be This Easy to Beat?

Global Macro/Markets: Why Gold Sucks – Intelligent Investor IEA cuts oil demand growth forecast – Financial Times Monetary Policy In A Liquidity Trap – New York Times The Incredible Rise And Unprecedented Decline Of Gold ETFs [CHART] – Business Insider Is the Federal Reserve breeding the next financial crisis?

Global Macro/Markets: The Global Growth Quest by Mohamed A.

Global Macro/Markets: Soros says gold’s safe haven status is “destroyed” – Market Oracle BitCult – FT Alphaville Fed warned to rein in QE – Financial Times Is the recovery dying?

Global Macro/Markets: IMF’s Lagarde Says Substantial Part of Global Economy Better – Bloomberg Analysis: Big inflows into bonds undercut the Great Rotation – Reuters Beware of those who cry ‘bubble’ about bonds – USA Today North America: Some Senators Think Big U.S.

Global Macro/Markets: Koo: Currency Markets Misinterpreting QE – Pragmatic Capitalism QE Forever?

  Global Macro/Markets: Best Predictor of Financial Crisis: Huge Inflows of Foreign Money – The Big Picture Our Energy Predicament in Charts – The Drum The Best Way to Save Banking Is to Kill It – Bloomberg Is the end of the oil era nigh?

Global Macro/Markets: Economic Outlook and the Role of Monetary Policy – The Big Picture North America: Bernanke rejects devaluation concerns – Business Spectator Bernanke Speech: Monetary Policy and the Global Economy – Federal Reserve Goldman Sachs: Sorry, U.S.

  Global Macro/Markets: Leverage In The Western World – Business Insider International finance: The end of an era?

Global Macro/Markets: Demand for stock funds plummets over Cyprus fears: Lipper – Reuters North America: US February oil demand down 4.1 pct from year ago -API – CNBC Older Households Loading Up on Debt – Wall Street Journal Baby Boomers Less Fit Than Last Generation, Study Finds – New York Times.

Global Macro/Markets: S&P 500 near Parity with Gold – Avondale Asset Management Recession? No, According to Leading Economic Indicators (LEI) – The Big Picture Fund Managers Are Alarmingly Bullish!

Global Macro/Markets: Banking on banks is a risky investment strategy – The Australian Rich nations should let inflation rise -World Bank economist – Reuters North America: US unemployment hits a four year low – Roger Montgomery 6 Immigration Reform Ideas That Would Actually Work – Forbes Medicare Cost Slowdown Could Close U.S.