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I will lose my lunch if I have to read another bull case about Australian G10 outperformance in 2023. I am not alone.
Two of Australia’s smartest economic pundits and both are contrarians and very negative about Australia for very much the same reason.
Tim Toohey is first:
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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