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2013
My updated European macro outlook for 2013 is positive
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Links: 2013-08-16
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Links: 2013-08-15
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The German election campaign is getting into high gear
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Britain’s illusory housing recovery
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Brazil: Markets test central bank as currency touches new low
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Links: 2012-08-13
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Profitless Stocks and Levitating Stock Prices
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This Is So Depressing
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There are four main drivers in this week’s markets
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