Links 18 July 2014 (members)
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Global Macro / Markets / Investing:
- Fed kicks off global dollar squeeze as Janet Yellen turns hawkish – The Telegraph
- Are markets poised for Taper Tantrum 2.0? – Reuters
- Three lessons from recent market tops – The Reformed Broker
- Normal markets are not all that normal – The Irrelevant Investor
- Ranking the factors behind the low volatility market regime – FT Alphaville
- Corrections happen: you just don’t know when – A Wealth of Common Sense
- Why you should be wary of goldbugs – Bloomberg View
- The downside of central bankers jawboning the markets – The Upshot
- Is it Time to Prepare for Inflation? – Black Rock Blog
North America:
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About the author

Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness.
Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.
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