Links Oct 1: European loathing

Pick of the day: Why the European bailout is doomed. Satyajit Das
BHP wants monthly ore contracts. Bloomberg
Why they will probably get them. Metal Miner
Tough Chinese rebalancing. Michael Pettis parotted by Karen Maley
On US trade war rhetoric. Naked Capitalsism
Dow still stuck in bear market dynamics. Econompic
Why the Aussie is on a moonshot. Falkenblog

David Llewellyn-Smith

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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