Links 1 October 2014
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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.
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