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Global Macro
- IEA forecasts. FT
- Global OTC at 639 trillion. Zero Hedge
- On BRICS. WSJ
United States
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- More thoughts on the fiscal cliff. Calculated Risk
- US earnings wrap. Alphaville
- The fiscal delusion. Robert Rubin
Europe
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Local
- Huge LNG cost blowout. AFR
- Adelaide jobs no threat to nuclear subs. AFR Talk about debating yourself in the mirror.
- Defense spending is enough. AFR. No it’s not. SMH This “debate” is idiotic. It’s terms of reference are spastic. You can’t base your strategic budget on whether or not you’re bludging. It needs to fit your goals, which nobody has even mentioned.
- Chinese secure Ord food bowl. The Oz
- Incitec warns on gas prices. The Oz
- Clyne warns on economic xenophobia. The Oz Good luck with that…
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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