Links 20 January 2022
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Global Macro / Markets / Investing:
- Shipping Companies Had a $150 Billion Year. Economists Warn They’re Also Stoking Inflation – Bloomberg
- Inflation has ‘direct correlation’ with America’s chip shortage: Commerce Secretary – Yahoo
- Economics is once again becoming a worldly science – AEON
- Goldman’s big bonus payouts weigh on quarterly profit – FT
- economic consequences of major tax cuts for the rich – DOI
- TikTok Saw $2.3 Billion in Consumer Spending in 2021, Up 77% Annually – Pan Daily
- Death of austerity, huge elections and threats of war: Political events to watch in emerging markets in 2022 – CNBC
- Home Price to Income Ratio (US & UK) – 73 Year Chart – Longterm trends
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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