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David Llewellyn-Smith has moved 29 Feb 2012 | 01:08 am
David Llewellyn-Smith writes as Houses and Holes at MacroBusiness. David is the founding publisher and former editor-in-chief of The Diplomat magazine, now the Asia Pacific’s leading geo-politics webs...
Change of address 24 Jan 2011 | 12:16 am
Dear Reader, This humble blog is merging with several others to form a new superblog called MacroBusiness. You'll find me posting with similar regularity at the new address henceforth. www.macrobusi...
Weekend reading: China's banks 22 Jan 2011 | 07:49 am
China's problem. Paul Krugman China's inflation dilemma. Charlie Fell China's SHIBOR bounces big. Zero Hedge China NPL's. Michael Pettis 30% chance of Chinese hard landing. Ambrose Evans-Pritchard Gre...
Guest post: Of China and guano 21 Jan 2011 | 12:24 pm
Following the La Niña-related floods in Queensland earlier this month food prices have spiked, adding to an already serious inflation crisis around the world and toppling the government of Tunisia. A...
Links January 21: Ratcheting up 21 Jan 2011 | 07:25 am
China's loan cap. Caixin (h/t Naked Capitalism) China's illusory decoupling. Asia Times China overheating. FT, Michael Sainsbury Ore price drivers. FT China can beat inflation. Gavyn Davies Ore price ...
Links January 20: Ore rocket 20 Jan 2011 | 07:11 am
Ore approaching record high. Bloomberg Commodities bust. Zero Hedge Asian inflation. Reuters China should get guarantee to buy euro. Bloomberg China and Germany. FT Ireland defaults. Bloomberg China a...
Pillars of boom 20 Jan 2011 | 07:11 am
Yesterday Bloomberg published an interesting article on Rio's iron ore output: Production climbed to 50.1 million metric tons in the three months from 47.2 million tons in the same period a year earl...
Links January 19: Chk Chk ... Boom 19 Jan 2011 | 08:01 am
Spend big on recovery. SMH No Qld labour shortage. The Age Commodities rocket. The Oz Are banks fixed? Robert Peston(h/t nakedcapitalism) The tinkerbell market. Naked Capitalism, Zero Hedge Germany of...
S&P's missing $400 billion 18 Jan 2011 | 10:33 am
Regular readers will recall that this year's coverage began with the unwholesome news that S&P were in the process of downgrading Australia's BICRA score - the credit rating given to the Australian fi...
Tough choice 18 Jan 2011 | 08:56 am
A slew of material out yesterday and today has bearing on the medium term outlook for interest rates. First, Reuters reported uncomfortable news on inflation: A private gauge of Australian consumer p...
