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commodities
When market contagion occurs, this is how it will happen
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Commodities complex worsening
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Jobs report means multiple hikes may be coming to a slowing US economy
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Oil capex, resource misallocation and the global growth slowdown
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Jensen: How long bonds could actually outperform equities
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Profit mean reversion and recession
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The faltering US economy and emerging market contagion
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The strong dollar, the carry trade and market volatility
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The Chinese currency crisis: a mental model on catalysts, contagion and vulnerability
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Chinese currency and US monetary policy as the deflationary environment continues
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