Weekend links

David Llewellyn-Smith

Friday 9 November 2012

Global Macro:

RoRo fading. Alphaville

North America:

Recession probabilities. Calculated Risk
Consumer confidence rises to 2007. Calculated Risk, Tim Duy
CBO on the fiscal cliff. Calculated Risk
US firms are chopping dividends. PC
The real lessons fro Obama’s win. Robert Reich

Europe:

EZ faces brinkmanship on Greece. FT

Asia:

Bluffers guide to China’s leadership transition. Alphaville Must read
Harvard trained communists vie for leadership. Bloomberg
Should we fear Asia’s Great Moderation? The Economist

Local:

Australian dollar is expensive. CBP
Energy White Paper squibs it. Adele Ferguson
Oakajee lives! The Oz Let it go…
Coalition wants nuclear navy. AFR
S&P endorsed Banksia. AFR
Buy an Australian residency for $5.2 million. WSJ

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.