Weekend links

David Llewellyn-Smith

Friday 7 December 2012

Global Macro:

Industrial internet the next producitivty wave. VOX
Oil falling on lower European growth Bloomberg

North America:

Solid BLS. Calculated Risk
Consumer confidence falls sharply. Calculated Risk
Will Fed replace Twist? Zero Hedge
Blaming Sandy. Sober Look
Going over the fiscal cliff. BI We won’t…
Mississippi River drying up. BW

Europe:

Worst of Europe over. Der Speigel
DAX and CAC breakout. GMM

Asia:

Japan’s demographic nightmare rolls on The Diplomat
Mongolia finds China too close for comfort ABC News

Local:

Six degrees of devastation. SMH History will not smile upon our Tony…
Can Dr No become Dr Yes…no. Hartcher
LNG cost blowout a game changer. AFR
Abandon surplus. Bassanese
It’s gone anyway. Uren
Don’t believe the doomsayers. Gittins This is so tired. So boring.
Miners lied about boom. The Oz

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.