Global Macro Perspectives
*** FT Alphaville: Has global economic growth peaked? ***
*** FT Alphaville: ‘The Central Bank of Benghazi’ ***
*** FT Alphaville: Egypt reopens for business ***
*** FT Alphaville: Yemen matters ***
*** The Oil And The Glory: Back to Saudi’s fault lines ***
*** The Big Picture: Should You Buy a Home? Looking (Again) at Housing ***
*** self-evident: ESM / EFSF: An Inverted Capital Structure ***
*** The Slope Of Hope: Currency Crossroads ***
*** FT Alphaville: The wrong kind of inflation, the ironic austerity ***
*** FT Alphaville: Japan: Supply chain update ***
*** FT Alphaville: Japan’s supply-chain loss, Europe’s gain? ***
*** FT Alphaville: Why no Canadian, Australian housing busts? ***
*** Wired: Possible Early Warning Sign for Market Crashes ***
*** The Big Picture: Are huge earthquakes linked? ***
*** Bloomberg: Nuclear Plant Contaminates Sea After Damage to Fuel Rods ***
*** Climateer Investing: Ambrose Evans-Pritchard: “Safe nuclear does exist, and China is leading the way with thorium” ***
*** FT Alphaville: Tokyo: A view from the ground, Part II ***
*** London Banker: Solution for Fukushima Cooling Pools ***
*** London Banker: “You can’t build a car with 97% of the parts” ***
*** FT BeyondBRICs: El-Erian (1): world near tipping point? ***
*** FT Alphaville: China’s missing M2 ***
*** FT Alphaville: Watching Japan’s return from Oz ***
*** The Big Picture: Risk On/Risk Off Trade Returns ***
*** Harvey Organ’s Daily: Crisis in Japan Deepens/G7 comes to financial rescue with Japan ***
*** Association for Psychological Science: Are the Wealthiest Countries the Smartest Countries? ***
*** Zero Hedge: Historical Precedent To Predict The Success Rate Of The G7 Yen Devaluation “Accord” ***
*** Zero Hedge: Fed Confirms First FX Market Intervention In 11 Years As Effects Start To Fizzle ***
*** FT Beyond BRICs: EM fund flows: backing off ***
*** FT Alphaville: Who’s been buying Japan like crazy? ***
*** FT Alphaville: Yen volatility is too much for one bank ***
*** FT Alphaville: Those European stress test details ***
*** FT Alphaville: The usual Portuguese bond gyrations ***
*** The Economist: Miracle, or delayed gratification? ***
*** Bloomberg: Sushi Restaurants Drop Japanese Fish From Menus as Radiation Concerns Grow ***
*** FT Alphaville: The situation in Tokyo, a view from the ground ***
*** FT Alphaville: China: pass the salt ***
*** FT Alphaville: On top of everything, Mizuho bank is having ATM problems ***
*** The Reformed Broker: Here’s Something You Didn’t Know – Pimco Shares Trading on SecondMarket ***
*** Zero Hedge: Tokyo Passengers Set Off O’Hare Radiation Detectors ***
*** Early Warning: Saudi oil production increased in February ***
*** FT Alphaville: Goldman sees no earthquake impact on Japan’s GDP ***
*** FT Alphaville: CDS markets predictably worried ***
*** FT Alphaville: Meanwhile, in Bahrain… ***
*** FT Alphaville: Moody’s downgrades Portugal to A3 from A1 ***
*** FT Alphaville: Portugal: finally about the banks ***
*** Calculated Risk: Lawler: Early Read on February Existing Home Sales ***
*** Zero Hedge: DigitalGlobe’s Satellite Imagery Analysis Of Fukushima ***
*** Zero Hedge: Magnified Picture Of Reactors 3 And 4 Post Explosion ***
*** The Big Picture: Black Swans, 100 Year Floods ***
*** FT Alphaville: A nuclear primer from BarCap ***
*** FT Alphaville: Another market overreaction? ***
*** FT Alphaville: Japan’s banks already facing stock losses, CreditSights says ***
*** self-evident: The Japan Syndrome ***
*** The Slope Of Hope: Potentially Golden Opportunity ***
*** The Slope Of Hope: What We’ve Been Waiting For ***
*** Zero Hedge: Eric Sprott Debunks The Gold Bubble Myth ***
*** Hussman Funds: Anatomy of a Bubble ***
*** Bloomberg: Japan Battles Nuclear Meltdown as Millions Without Power, Water ***
*** Bloomberg: Japan Adds $183 Billion to Economy, Doubles Asset Purchases ***
*** The Big Picture: Japan’s Emergency Warning System Gave 30 Seconds Quake Warning ***
*** FT Alphaville: Super-catastrophe and super-banking risk ***
*** FT Alphaville: Greek debt: restructured ***
*** Newsweek: How to Get Gaddafi ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – In the Silver Pit No One Can Hear You Screaming ***
*** Kid Dynamite’s World: PSLV – Sprott Registers to Sell – Sold To You Sucka ***
*** FT Alphaville: Japan, a quake update ***
*** FT Alphaville: Earthquake – from Japan to the States, and back again ***
*** FT Alphaville: Japan’s uncool problem ***
*** FT Alphaville: Insurance in the ring of fire ***
*** FT Alphaville: Meanwhile in Europe… ***
*** The Big Picture: Kobe Earthquake’s Impact on the Nikkei and $/Yen ***
*** unexpectedutility.com: Forecasting Yesterday ***
*** CNBC: Saudi Arabian Unrest: Thumbnail Summary of a Potential Crisis ***
*** Zero Hedge: Exclusive: Bill Gross Dumps All Treasuries, Brings Total “Government Related” Holdings To Zero, Flees To Cash – No QE3? ***
*** self-evident: Reading comprehension quiz ***
*** Zero Hedge: Nomura Commodity Desk Liquidation Blamed For Commodity Weakness ***
*** Macro Man: Yours! ***
*** FT Alphaville: More proof the Chinese have been using copper as collateral ***
*** FT Alphaville: Carry trade as canary in the coal mine ***
*** The Big Picture: The End of QE: Part II ***
*** The Independent: World’s sixth mass extinction may be underway – study ***
*** Bloomberg: Charlie Sheen Could Teach Wall Street a Lesson: Matthew Lynn ***
*** Climateer Investing: Charlie Sheen Calls on CFTC For Lower Silver Position Limits (JPM) ***
*** FT Alphaville: Where is Charlie Sheen’s CFTC comment? ***
*** Kid Dynamite’s World: On Misinterpreting PSLV’s Premium ***
*** Macro Man: Equities: “Bi-Winning” but for how long? ***
*** FT Alphaville: Back to the future with Europe’s stress tests ***
*** FT Alphaville: More on Japan’s odd metamorphosis… ***
*** FT Alphaville: Iceland vs Greece ***
*** Ludwig von Mises Institute: Oil Shock=More Fed Shock ***
*** Zero Hedge: European Gasoline Hits All Time Record Of $8.632 Per Gallon ***
*** FT Alphaville: The Saudi capacity puzzle ***
*** FT Alphaville: China’s yuan-child policy, relaxed ***
*** FT Alphaville: Greek spreads… the day after the downgrade ***
*** The Big Picture: Bill Gross: The Economy Is Not “Self-Sustaining” ***
*** The Big Picture: Banks Like Proposed Fraudclosure Settlement ***
*** FT BeyondBRICs: Fund file: the ETF dynamic ***
*** FT Alphaville: This is not normal ECB tightening ***
*** FT Alphaville: Moodys downgrades Greece to B1 from Ba1 ***
*** FT Alphaville: Shoot the messenger ***
*** FT Alphaville: A stress test mugged by reality ***
*** FT Alphaville: In the midst of a permanent oil-equity correlation breakdown? ***
*** FT BeyondBRICs: Oil: another turn of the screw ***
*** The Big Picture: Change in Ratings (or, Charlie Sheen Goes to Wall St) ***
*** Slope of Hope: Paralyzed with Fear ***
*** Abnormal Returns: The professionalization of the financial blogosphere ***
*** The Big Picture: Sam Zell to Carl Quintanilla: BULLSHIT! ***
*** The Big Picture: Headline of the Day: Greenspan Says Government ‘Activism’ Hampering U.S. Recovery ***
*** The Big Picture: NFP: Likely Improvement May Lead to End of QE, ZIRP ***
*** The Big Picture: Chart of the Day: Components of the Gasoline Price ***
*** FT Alphaville: The global economy is critically ill ***
*** FT Alphaville: Mean-reverting US government bonds ***
*** William H. Gross – Two-Bits, Four-Bits, Six-Bits, a Dollar ***
*** Zero Hedge: A Deep Walkthru For Silver Manipulation – Redux ***
*** Pragmatic Capitalism: PERSPECTIVE ON THE COPPER/OIL DIVERGENCE ***
*** FT Alphaville: Bahrain’s strategic importance, graph du jour ***
*** FT Alphaville: Quick, to the MRO ***
*** The Slope Of Hope: The Obvious Cover ***
*** The Slope Of Hope: AAII Sentiment Survey ***
*** Bloomberg: Cargill Buys Almost 1 Million Tons of Sugar in Expiring Futures Contracts ***