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Stuff Reynard the Fox found interesting today.
Global macro:
- The wrong kind of money. Gavyn Davies
United States:
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- More calling housing bottom. Calculated risk
- March consumer credit spikes on student, car loans. Bloomberg
Europe:
- Hollande does not have long. Ambrose Evans-Pritchard
- Analyst reactions to Europe. Alphaville
Local:
- Company tax cut to go. AFR
- As growth returns to trend, Elvis will breath again. Wayne Swan
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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.
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