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Global Macro / Markets / Investing:
- Manufacturing is weakening around the globe – Bespoke
- Performance of the global financial asset portfolio – Pragmatic Capitalism
- Hugh Hendry: ’Desperate times breed desperate measures for central bankers – MoneyWeek
- Earnings seasonality and stock returns – Alpha Architect
- $75 oil makes shale oil unprofitable – Bloomberg
- Junk bond banking boom peaks – Bloomberg
- Junk bonds flourish amid low interest rates – Dealbook
- Currency carry trades are not what you think – VOX
- No country for young people – The Economist
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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