Links: Wednesday July 18

Global Macro

Bad things are going to happen. Hugh Hendry at the FT

United States:

US inflation flat. Calculated Risk
Goldman says Bernanke “non-committal” Zero Hedge
HSBC compliant dude resigns in front of Senate. FT

Europe:

Germans in breach of Maastricht 8 out of 10 years. Credit Writedowns

Asia:

Should you pay attention to Chinese electricity usage? Alphaville
Am I a China bear? Patrick Chovanec
Sinocism’s excellent set of China Links will be out later today…

Local:

Rudd will return. SMH
Rates gap a fair price to pay. Gittins
Gloomy Rio. The Oz
Pile-up on road to recovery. AFR

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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.