Links 23 November 2021
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Global Macro / Markets / Investing:
- Oil selloff intensifies on Covid fears and risk of US-China intervention – CNN
- Semiconductor chip shortage issue now in the rearview mirror, says Morgan Stanley; auto stocks surge 3% – CNBC
- Surging shipping costs will drive up prices for some consumer products by 10%, new UN report finds. – CNBC
- This is Jerome Powell’s Shot at a Volcker Moment – in Reverse – Bloomberg
- Wonking Out: Going Beyond the Inflation Headlines – NY Times
- Wealth and history: A reappraisal – VOX
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.