Links 1 October 2014

Global Macro / Markets / Investing:

We are experiencing the flipside of 1970s-style inflation – FT Alphaville
Commodities Are Crashing Amid Stock-Bond Disconnect Deja Vu – Zero Hedge
Surging US dollar threatens emerging markets’ carry trades – Financial Times
Not all bonds ar created equal – Pragmatic Capitalism
How much money investors have pulled from formerly Gross-managed Pimco funds – Bloomberg
Bill Gross, Calpers and the End of the Investment Guru – New York 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.