As cars swayed, and trees lurched overhead, you could feel the power of the beast writhing underneath Japan. – Economist
China
Demographic Trends Cloud China’s Long-Term Economic Outlook – AEI
Don’t Dismiss a Jasmine Moment in China – The Atlantic
Commodities
Goldman warns of ‘downside risk’ to crop prices – agrimoney
New Push to Recycle Rare Earth Minerals – Reuters
Credit
Move to ‘Synthetic’ US Junk Bonds – FT
Economics
Icahn warns another downturn may lie ahead – FT
Macro and Growth Policies in the Wake of the Crisis – IMF
The Burden of Pensions on States – NY Times
Emerging Markets
Generations in India pay off debts through slavery – CNN
Flows
Pimco cuts US Treasuries holdings to zero – FT
Sovereign wealth fund assets rise to $4,000bn – FT
Europe
Europe: Northern exposure – FT
How the euro-zone outs are fighting to retain influence in the European Union – Economist
The Euro’s Debatable Future – WSJ
Geopolitical
Arab League prepares to back no-fly zone – FT
Democracy’s hard spring – Economist
Why Middle East Monarchies Might Hold On – The Atlantic
Japan
Did ‘Supermoon’ Have Anything to Do With Quake? – CNBC
Earthquake Will Increase Japan’s Debt Burden: Rating Exec – CNBC
Japan trying to prevent meltdown at nuclear plant in Fukushima – LAT
The Myth of Japan’s ‘Lost Decades’ – The Atlantic
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Global Macro Monitor 