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China
Why China cares about Japan’s negative rates
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We are not in recession right now
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Despite the Fed’s rate rise, the convergence to zero continues unabated
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Signals of slowing
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Jobs report means multiple hikes may be coming to a slowing US economy
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The faltering US economy, currency wars and the Fed
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Jensen: How long bonds could actually outperform equities
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Quick thoughts on recent macro news: China, Brazil, US
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The strong dollar, the carry trade and market volatility
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If we don’t understand both sides of China’s balance sheet, we understand neither
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