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Global Macro:
- This chart puts the commodity price complex in crystal clear view The Economist
- Bill Gross of PIMCO says QE is not leading to investment Bloomberg the Japanese knew this too…
- Notes from Great Investors Conference, Einhorn, Bass etc Market Folly short iron ore is top of list…
North America:
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- Crocodile tears for Jon Corzine Naked Capitalism
- US PMI is down as well to 51, but still expanding ISM at 51.7 Calculated Risk more from Bloomie
- Private sector added 158k jobs in October: ADP Calculated Risk weekly jobless claims down too
- Consumer confidence up too Macroscope Everything is Apples! now for the election…
Europe:
- A Swiss miss on PMI – better, but still contracting Reuters high currencies suck
- A Brit miss on PMI – not better, and contracting Business Insider Olympic glory is fleeting
- A Greek miss as well – but Ireland was positive! Business Insider
- Britain wants a cut in the EU budget Reuters go for 100%, easier in long run
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Asia:
- China launches J-31 stealth fighter The Diplomat – no pictures…because its stealth you see
- Big trouble in …big China steel industry Monitor
- First Panasonic, now Sharp forecasting big full year loss Reuters
Local:
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- Banks slams productivity. AFR
- Garnaut slams commodity assumptions. AFR, SMH
- More carbon permits needed. AFR
- End of excessive CEO pay The Cupboard LOL…right…
Other:
- Check out Credit Writedowns Daily – MacroBusiness in there
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