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Global Macro / Markets / Investing:
- Under what conditions can housing bubbles exist? – NBER
- A look at global long-term economic growth – Bespoke
- Government Debt Isn’t the Problem—Private Debt Is – The Atlantic
- Goldman Calls End to Iron Age After ‘Dramatic’ Drop in Ore Price – Bloomberg
- Why are emerging markets outperforming? – Dr Ed’s Blog
- The Best & Worst Part About Investing in Emerging Markets – A Wealth of Common Sense
- Why the active vs passive debate is the most important debate in finance – Pragmatic Capitalism
- Defensive sectors and the low volatility anomaly – Pension Partners
- What signal can we tease from volatility indicators? – Capital Spectator
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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