The author has been described by News Ltd as an "iconoclast", "Svengali", a pollie's "economist muse", and "pungently accurate". Fairfax says he is a "Renaissance man" and "one of Australia’s most respected analysts." Stephen Koukoulas concludes that he is "85% right", and "would make a great Opposition leader." Terry McCrann claims the author thinks "‘nuance’ is a trendy village in the south of France", but can be "scintillating" when he thinks "clearly". The ACTU reckons he’s "an enigma wrapped in a Bloomberg terminal, wrapped in some apparently well-honed abs."

Thursday, December 16, 2010

Chart of the day: why US/Europe are irrelevant to global economic growth

This is a fantastic chart from ANZ. Check out the share of global growth accounted for by Europe and the US compared with China. This is something financial markets need to understand. Australia's future lies not on Wall Street, but with the Middle Kingdom.