Links August 29
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United States:
- Case Shiller rises. Calculated Risk
- Jackson Hole is going to disappoint. Zero Hedge
- Consumer confidence falls. The Oz
Europe:
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Asia:
- Japan downgrades self. Reuters
- China’s bad debt nightmare. Alphaville
- For more China-focussed links, check out the post by Sinocism later today.
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Australia:
- AUD is going to fall. Alphaville
- Carbon tax changes to hit Budget. SMH
- Carbon price to fall. AFR
- Grocon dispute goes national. AFR
- China shuffle puts deals on hold. The Oz
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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