October 24 links
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Global Macro
- Godman sees end of high oil. Oil price
- Where did all the bloggers go? Abnormal Returns
North America
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- US receovery could have been faster. Martin Wolf
- Richmond Fed shrinks. Calculated Risk
- All good after the election. Business Insider
Europe
- Spain recession, to miss deficit forecasts. WSJ Well blow me down!
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Asia
- Chinese labour costs now the same as Mexico. Quartz
Local
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- HFT cleared. Malcolm Maiden
- Only elite unis to survive. The Oz
- Grim outlook for Caterpillar. The Oz
- Swan surplus under threat. AFR
- No property boom coming. AFR Sorry!
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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