Links October 17
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Global Macro
- Labour market are not self-regulating. RRN
- Air cargo volumes show weakness. Prag Cap
- Rheinhardt and Rogoff debate. Alphaville
United States
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- 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
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Asia
- China criticises Iran sanctions. Reuters
- Has a segment of Chinese shadwo banking been curtailed. Alphaville
Australia
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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.
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