Links 24th August

Advertisement

Global Macro:

  • Violent striking at platinum mines could spread Reuters
  • More mine delays – this time Xstrata gold/copper Reuters
  • All the market analysis you need to understand in one chart Prag Cap
  • Actually no this one of PMI’s is the one Scott Barber

United States:

  • Fed’s Bullard calls the FOMC minutes dullard Zero Hedge
  • Jobless claims up a bit Calculated Risk as are home sales – but this chart from FRED puts in perspective

Europe:

Advertisement
  • Winners and losers of QE by the BOE at the FT there’s losers? no..
  • Some PMI’s went up but EZ still in for recession FT Alphaville no worries…
  • Greece’s Great Depression Naked Capitalism no hope…..
  • How are the Nordics faring against the EZ? Scott Barber charts from Reuters

Asia:

  • China road safety concerns rise Shanghai Daily more FAI will fix that!
  • Whilst Beijing eases up on rare earth exports, increasing quota AFR

Local:

  • QANTAS in more trouble than first glance? ABC PM Joyce says worst is over The Cupboard it aint
  • Most densely populated suburbs in Oz Aust Census Stats interesting.
  • Taxes on mining are drag on coal says BHP Kloppers Fairfax 
  • $10 billion Budget black hole. The Oz didn’t need to understand physics for that one..
  • Boom to go forever. AFR

Other:

Advertisement
  • Macca’s to provide charging points for EV/hybrids – Fairfax – this makes sense given no of McD’s around world
  • Local submarine design to replace Collins? The Cupboard do we ever learn? no..