Links 7 August 2014 (members)

Leith van Onselen

Wednesday 6 August 2014

Global Macro / Markets / Investing:

RBI’s Rajan warns of return to 1930s, and risk of fresh financial calamity – Wall Street Journal
Sovereign yields are dropping all around the world – Bespoke
Despite the hype global oil production is not rising – Gregor Macdonald
Trends work until they don’t – Noah Smith
Are markets penalizing the biggest bank valuations? – Fortune
The Two Biggest Market Trends Of The Summer Just Fell Apart – Business Insider
A frontier-markets boom prompts warnings as investors pile in – Wall Street Journal

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.