Today’s Issue Cluster: EU Real Estate
China/Taiwan – Anger Grows Against Deal With Beijing
Metals – Russia’s leading role in the Indonesian mining revolution
Disasters – Cost More Than Ever, But Not Because of Climate Change
China – Mar: HSBC flash PMI falls for fifth month in row; 48.1 from 48.5 / R / AP / B / WSJ / X / b * *
EZ – Mar: Markit Composite PMI Stays Close to Three-Year High; 53.2 from 53.3 / B / AP / NYT / m *
Germany – Mar: Markit Composite PMI declined; 55.0 from 56.4 / B / m *
France – Mar: Markit Manufacturing PMI Unexpectedly Returns to Growth; 51.9 from 49.7 / B / WSJ / FT / m / r * *
US – Mar: Markit Manufacturing PMI slipped; 55.5 from 57.1 / R / B / m *
Currencies – Yuan Decline Raises Concerns Over Currency War WSJ *
Currencies – Venezuela Loosens Regulations WSJ *
EU – Greece Able to Call Its Own Tune WSJ *
EU – EZ Economic Health Is Better, but Not Good NYT *
EU – Periphery in fundraising rush FT *
EM – Held back by weak global recovery FT *
Ukraine – Kiev fears Russia ‘ready to attack’ AFP / FT / B
Ukraine – East rallies for own secession referendum AP
Ukraine – Belarus, a close Russia ally, criticises Putin’s Crimea grab FT
Ukraine – Moldova Fears Territory’s Tilt Toward Russia WSJ *
Ukraine – Putin feels the heat as sanctions target president’s inner circle FT / FT / WSJ / NYT / R / B / R / FT / R * * *
Ukraine – The World’s Riskiest Stock Market? WSJ *
Ukraine – Visa and MasterCard restart payments for Russian banks FT
Ukraine – Russian sanctions ripple through European boardrooms R / WSJ / R / r * * *
Ukraine – Wall Street’s Ties to Putin Threatened as Sanctions Bite B / WSJ
Ukraine – Renault, Kia Most Dependent on Russian Market B *
Ukraine – Palladium Soars on Russian-Export Worries WSJ
Ukraine – Russia sanctions: What comes next? ft * * * *
Fed – Policymakers spar over interest rates FT / WSJ / AP / B / R
Fed – Inside Statement Lurks Hint on Rates WSJ *
EU – Regulators warn as risky loans rise above bubble peak FT *
EU – Germany’s property rush is based on concrete gold FT *
EU – Spain Shows Signs of a Property Revival WSJ *
EU – Property back in vogue FT
EU – UK Housebuilders: Policy proxy FT *
EU – London Home Prices Rise to Record Amid Focus on Stimulus B
EU – ‘Ghost gazumping’ haunts London housing market FT
EU – Osborne Told to Curb Housing Aid to Prevent Bubble B
Ads – AN Online ‘Crisis’: One-Third of Traffic is Bogus WSJ *
Ads – As Desktop Declines, Mobile Search Boosts Google Revenue wsj *
Ads – Google to charge only for viewed ads FT *
Apple – In Talks With Comcast About Streaming-TV Service WSJ *
Apple – Chief turns up TV ambitions FT / R / q *
Apple – ‘Bigger Is Surely Better’ Bn *
Apple – The slow death of the iPod q *
China/Taiwan – Anger Grows Against Deal With Beijing NYT / B
China/Taiwan – Washington tries to push wedge between Taipei, Beijing N *
Metals – Russia’s leading role in the Indonesian mining revolution R
Disasters – Cost More Than Ever, But Not Because of Climate Change 538 / 538 * *
Moon Metrics: Big Data Uncovers Some Weird Correlations WSJ *