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? – VOX
North America:
- There’s still plenty of room for things to go wrong with
Obama‘s latest fiscal strategy – Business Spectator - Housing Juggernaut Seen Spurring 500,000 New U.S. Workers – Bloomberg
- A Budget Focus on Inequality – New York Times
- Debunking the Idea that Americans are Overtaxed – Naked Capitalism
- How ‘Made in the USA’ is Making a Comeback – Time
Europe:
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- The British economy since 1970: Margaret
Thatcher and the misery index – The Economist - Great wrap on Portugal Slovenia and the factors to follow vis bailout need – Open Europe
- Another sorry debt sustainability analysis – The Prodigal Greek
- Another way of thinking about the European economic collapse – Marginal Revolution
- Unemployment and Recession in Greece Lead to Brian Drain – Der Spiegel
- Portugal banks need 8 billion euros extra capital – Moody’s – Reuters
Asia:
- Did Xi Jinping Really Rebuke North Korea? – The Diplomat
- Chinese capital inflows are baaack… – Financial Times
- Asean bubble fears emerge – Financial Times
- BoJ to pursue inflation target ‘flexibly’ – Financial Times
- China Lending Tops Forecasts While Adding to Financial Risks – Bloomberg
- For Japan’s loan-starved banks, BOJ’s big bang carries new risk – Reuters
Local:
- Does Australia’s prosperity depend on immigration? – ANU
- Australian Labour Force data – all bad and getting worse – Bill Mitchell
- Residex wants further interest rate cuts after weak employment data – Residex
- Hours worked and balance of trade help GDP (slightly) in Q1 – LVRG
- Aussie central bank chief says keep an eye on China’s shadow banks – Wall Street Journal
- Woodside abandons plans for LNG plant at James Price Point – Adelaide Now
- Rio Tinto Spreads the Love Among Banks as Assets Go on the Block – Wall Street Journal
Other:
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- GDP-per-person growth in Britain, US, France, Germany, Italy and Japan since 1970 – The Economist
- How good was the gold standard? Pretty bad actually – Crooked Timber
- All that cheap money from US, Japan, Europe has to go somewhere! – Financial Times
