Links Oct 5: Rates day

Damn the lifeboats. Henry Thornton
Fiscal cuts too. Tim Colebatch
China serious about busting bubble. Peter Hartcher
And the real problem. John Garnaut
Steel demand set to rise. FT
But not prices. Metal Miner
Ore prices still falling. Economic Times of India
The bubbles that just won’t pop. Edward Chancellor
China will do what it wants with yuan. Bloomberg
What can QE2 achieve? Econbrowser Not much, except nice bear market rallies of course!
S&P500 earnings cut. Bloomberg
Irish growth going lower. Independent

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.

Latest posts by David Llewellyn-Smith (see all)