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- Down: $US, ore
- Flat: energy
- Up: CRB, metals, grains, euro, Aussie, gold
- Sovereign easing: Ireland, Portugal, Spain, Italy, Belgium, Greece
- The illusion of voluntary haircuts. BBC, FT, Reuters
- ESM altered. FT
- Nigel Farage. Zero Hedge
- UK prepares for Greek default. Telegraph
- And it should. Martin Wolf
- Bank exposures. Alphaville
- Examining QEs. Credit Writdowns
- Home sales slowing again. Calculated Risk
- Chinese inflation washing up on US shores. WSJ
- Commodity falls starting to exert positive influence. WSJ, Bespoke
- Will Japan turn the world economy. Jim O’Neill
- On Fed tightening. Alphaville
- Will China drive the global economy? Vote! Munk debates
- Unreconstructed, Unmitigated Gittins! SMH High food prices are good (only thrust 115 million into hunger in 07/08)
- LME fights to reform metals storage. Nah, no hoarding. Mine Web
- Iron ore under pressure. Reuters
About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.