Links 2nd October 2013
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Global Macro/Markets:
- Rogue commodity trader. Bloomberg
- Fed investigates GS and MS commodity divisions. Bloomberg
- 10 economic trends that rule the world. Atlantic
North America:
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- What I saw on Wall St: Bad behaviour. Guardian
- Gold hammered on shutdown Heisenberg uncertainty principle FT
Europe:
- Unemployment at 12% EU
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Asia:
- Japan’s consumption tax: a test of modern macro? Mainly macro
Local:
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- Kohler on the RBA scandal. BS Diametrically wrong on rates but at least he’s writing about it.
Apologies for crappy links today, with Leith away. Better the rest of the week.
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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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