Links October 31

David Llewellyn-Smith

Tuesday 30 October 2012

North America

Frankenstorm passes. Bloomberg
House prices rise! Calculated Risk
Survey says if Obama sell stocks, if Romney sell bonds. Zero Hedge The reverse is true…
Romney is abackward step. Martin Wolf Exaclty why the above is wrong
Sandy could delay BLS. Alphaville
On coordnated monetary adn fiscal policy. Tim Duy
Consumer spending back to pre-bubble trend. Sober Look

Europe

What is Rajoy waiting for? Sober Look

Asia

China raises stakes over disputed islands. FT
Corporate China. FT

Local

ASIC to crack down on soft lenders. AFR Too late the hero
Go West, not. AFR
WA slaps aside Fortescue begging bowl. AFR As it should
Business has engaged Asia already. The Oz Hmmm, has anyone seen the FDI flows to Asia from here?

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.