Links 5 February 2014
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Global Macro / Markets / Investing:
- January’s PMI surveys signal first global growth upturn for six months – Markit
- For BP and Shell, oil is in very troubled waters – Guardian
- Is S&P’s $1.38B deal enough to keep credit raters in check? – Washington Post
- Does oil’s rally put rebalancing at risk? – Reuters
- What I’ve learned from Warren Buffett – Financial Times
Americas:
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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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