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."

Tuesday, October 18, 2011

MacroBusiness: Is a terms of trade shock brewing?

Over at the typically informative MacroBusiness blog, my friend, David Llewellyn-Smith, has just published this useful little note on the terms of trade issues I canvassed this morning (via Westpac's iron ore research). David has been banging the table about this stuff for a while...