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Global Macro:
- A good year for macro traders will end soon. John Dizard
- What have economists ever done for us? VOX
North America:
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- The real US credit numbers. Sober Look
- Mexico hedges oil slide. FT
- Worst earnings since 2009. FT
- Huawei worries in US. FT
Local:
- Stevens to govern in the UK? SMH
- But face the music at home. The Oz
- In praise of Budget discipline. SMH
- Asian reliance now a curse. The Oz
- Banks gaming rates. AFR
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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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