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Economy
QE, the expectations fairy and other bedtime stories
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Banks can benefit from steeping yield curve though headwinds remain
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Ten Big Issues Affecting Global Markets
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New warning signs for China’s economy
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China: How much capital investment is optimal?
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Chart of the day: Chronic American excess capacity
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Bad loans continue to rise in Spain and Italy
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Chart of the day: Does this violate key principles of money creation?
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Fed’s securities purchases blunt the impact of convexity hedging
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Europe’s banks must be recapitalized
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