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Global Macro / Markets / Investing:
- Twelve charts this week on the global economy – Quartz
- Central bankers should draw a line on the past – Financial Times
- The role of corporate saving in global rebalancing – VOX
- Nobel gurus fear globalisation is going horribly wrong (technical) – The Telegraph
- Why you can’t be too bullish or too bearish – The Felder Report
- The end of stock picking – Pragmatic Capitalism
- The Decline and Fall of Fund Managers – Wall Street Journal
- Private equity has a big problem: valuations – Financial Times
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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