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Global Macro:
- What advice to ignore. Abnormal Returns
- Islamist wins in Egypt. FT
United States:
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- US gets boost at the pump. Calculated Risk
- Week ahead for Dow. Calculated Risk
- JPM’s VaR nightmare. Zero Hedge
Europe:
- Greece Seeks At Least Two-Year Extension To Bailout Goals Bloomberg
- And the Good Ship Greece Sails On: ‘Letter’ to an italian colleague Yanis Varoufaki
- Bundesbank Swipes At Draghi As European Fault Lines Deepen Bloomberg
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Asia:
- Beijing moves to stimulate property. FT That didn’t take long
- Only 65 million empty apartments. TLS
- China’s dodgy statistics masking slowdown. NYT Or is it more?
Local:
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- Big four most profitable says BIS. SMH Good, we some chance of deflating over-extended balance sheets then
- Greed infects banks says former ANZ executive. SMH
- LNG boom to run forever and ever. AFR Nothing like a good industry sponsored study to get the media excited
- Resources boom could collapse. David Uren Versus sound analysis at BREE being ignored
- Labor caves to smelter. AFR
- Media law push grows. AFR
- Labor hates Fairfax. Michael Baume Yeh, right…
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.
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