June 29 links: Keep calm and carry on

David Llewellyn-Smith

Thursday 28 June 2012

Global Macro:

Fewer safe assets. Alphaville

United States:

A QE timeline. Calculated Risk
Fed officials differ on QE. Reuters
Kansas City Fed slows. Calculated Risk
How much more for JPM? Zero Hedge
Obama wins High Court on health care. FT

Europe:

Deposit inflows for Greek banks. Alphaville

Asia

Chinese local government finances unsustainable. Bloomberg
China to keep boot heel on property. Bloomberg
China to create currency float test zone. FT
A China half crash. Alphaville

Local:

Australia’s farcical China dialogue. SMH
Roy Hill needs foreign workers to manage risk. SMH
Let ’em in. Jessica Irvine Yep
News to split. SMH, The Oz
COAG sees government worsening housing affordability. AFR

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.