Links Oct 4:

Forget a rising yuan. Baseline Scenario
Euro is toast. Joseph Stiglitz
Week ahead for the Dow. Calculated Risk
de Gaull’s revenge. French plot new reserve. Zero Hedge
BHP a length ahead for Potash. The Aus
Copper breaks free. Bloomberg
As inventories dive in London, NY and Shanghai. Metal Prices
Dutch Disease or overheating. You choose. David Uren

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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