Links October 17

Global Macro

Labour market are not self-regulating. RRN
Air cargo volumes show weakness. Prag Cap
Rheinhardt and Rogoff debate. Alphaville

United States

US inflation contained. Calculated Risk
Builder confidence bounces again. Calculated Risk
IP up 0.4%. Calculated Risk
Everyone is long. Zero Hedge
Pandit gone. Quartz

Europe

Farewell crisis. Sober Look

Asia

China criticises Iran sanctions. Reuters
Has a segment of Chinese shadwo banking been curtailed. Alphaville

Australia

Uncertainty until New Year says Swan. AFR
Cash is still king. AFR
Divide between rich and poor widens. The Oz

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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.