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- To the moon: gold
- Up: $US, grains,metals, CRB, energy
- Flat: Euro, Aussie
- Down: Treasuries
- Periphery contagion:
| Greece | 2 Year | 5 Year | 10 Year |
| Portugal | 2 Year | 5 Year | 10 Year |
| Ireland | 2 Year | 5 Year | 10 Year |
| Spain | 2 Year | 5 Year | 10 Year |
| Italy | 2 Year | 5 Year | 10 Year |
| Belgium | 2 Year | 5 Year | 10 Year |
| France | 2 Year | 5 Year | 10 Year |
| Germany | 2 Year | 5 Year | 10 Year |
- Libya blogs: Al Jazeera, NYT, Telegraph
- The promise of rebel leadership. The Arabist
- Or not. The Interpreter
- Libyan oil still distant. FT
- Arab spring renewed. FT
- BofA CDS hits escape velocity. Zero Hedge
- Vanishing European bank liquidity. Zero Hedge, Alphaville
- What to expect from Bernanke. Zero Hedge
- Share sentiment versus valuation. FT, Alphaville
- Boomers may stall stocks for a decade. Bloomberg
- Buy local. SMH We are talking about business here, right?
- Dutch disease. Ian Verrender Going mainstream
- Bluescope versus Onesteel. Tim Boreham
- Iron ore steady. 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.