Links 1 December 2021
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Global Macro / Markets / Investing:
- Microsoft CEO Unloads Half Of Shares For $300M – The Techee
- Tesla withdraws application for $1B in subsidies for German factory, Musk implies they don’t want it – Elektrek
- Massive inflation will likely push Fed to hike rates six times before 2024, Federated’s Phil Orlando predicts – CNBC
- The Fed chair will tell lawmakers that Omicron increases inflation uncertainty. – NY Times
- The current inflation run is similar to other episodes in history, but with important differences – CNBC
- Investors need to pay attention to the capital cycle – FT
- What Am I Most Thankful For? The Rich. The Richer the Better. – Real Clear Markets
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.