July 25 links

David Llewellyn-Smith

Tuesday 24 July 2012

Global Macro:

Peak oil is real. Alphaville
Why blogs are awesome. PC

United States:

Us flash PMI weakens. Markit
Dow tanks. Bloomberg
Richmond Fed tanks. RF
Richmond Fed vs NFP. Zero Hedge Uh oh
House prices rise. FHFA
The academics on QE. Alphaville
A missing ingredient. Tim Duy

Europe:

More restructuring for Greece. Zero Hedge Go Troika!
Spanish dominoes tumble. Zero Hedge

Asia:

China’s shadow-banker go online. Bloomberg
More China links from Sinocism later today

Local:

Australians are depressed says Maccas. SMH
Victoria tanks. Tim Colebatch
NAB hits big clients with rate rise. The Oz
Abbott to block SOEs. AFR
Kloppers under the microscope. AFR About time
QLD could be Spain, says Newman. AFR So why’s he cutting spending like…er…Spain?

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.