Links 30 September 2014

Leith van Onselen

Tuesday 30 September 2014

Global Macro / Markets / Investing:

PIMCO MacroPerspectives (PDF) – PIMCO
The Geneva Report on global deleveraging – VOX
Geneva Report warns record debt and slow growth point to crisis – Financial Times
Why investment advice is often so confusing – A Wealth of Common Sense
Two-year Treasury yields are at multi-year highs – Business Insider
Why hedge funds love tech stocks – Alpha Attribution
Where Bill Gross went wrong – Pragmatic Capitalism

North America:

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About the author

Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.