Links 15 July 2015
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Global Macro / Markets / Investing:
- What Do High-Yield Maturities Tell Us About Timing the Credit Cycle? – GMO
- Wall Street Should Pay for the Recessions They Cause – The Fiscal Times
- Fund Managers Holding Highest Cash Percentage Since Lehman – The Reformed Broker
- OPEC, Get Ready For The Second U.S. Oil Boom – Oil Price
- Too Much Debt + Too Little Cash = Most Distressed Pain Since ’08 – Bloomberg
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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