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Global Macro:
- Israel mobilises. WSJ
North America:
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- What should the President do? Paul Volcker
- The nervous wait for Congress. FT
- Sandy hits industrial production. Calculated Risk Or did it? Zero Hedge
- On eve of fiscal talks, positions harden. Reuters
- Talks constructive. Bloomberg
- It’s the earnings, stupid. Prag Cap
Europe:
- 1930s medicine sends EZ into recession. Telegraph
- France rejects budget compromise. FT
- Draghi, one for the birds. Alphaville
- Europe is rooted. Kyle Bass
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Asia:
- Obama to head SE Asian push. FT The pivot to Asia…
- Who’s more rooted, China or India? Time
- Minack sees risk as rooted. Alphaville
- Investors warned on Indonesia. AFR
Local:
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- IMF wants more capital for banks. SMH No! say banks. The Oz
- Faith in leaders collapses. The Oz
- Catholic royal commission is political. Paul Kelly Maybe, but I would have thought that it was a moral no-brainer
- Housing to bounce on rents. AFR Maybe Sydney and Darwin
- Housing bounce to be cautious. AFR Yep, slow melt goes on
- Buy mining, says Blackrock. AFR Perhaps disclosure that Blackrock in BHP’s largest shareholder is in order?
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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