September 19 links

David Llewellyn-Smith

Tuesday 18 September 2012

Global Macro:

Fedex warns on slowing global trade. FT

United States:

US builder confidence jumps. Calculated Risk
Fed right to try. Martin Wolf
Bond-buying plan will hurt risk assets. George Magnus
QEternity retaliation begins in Japan. Zero Hedge
Even Nigeria gets it. Zero Hedge

Europe:

Ford sales tank in Europe. FT
Is the Europe crisis over? Project Syndicate

Local:

BREE’s conservative predictions. SMH Yeh, right!
Harvey Norman and the unAustralians. SMH
Forescue’s short term fix. The Oz
Or may revive expansion plans. AFR FARM says no way Jose!
China says its going to slow. AFR Again
LNG future cloudy. AFR

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.