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Why Europe is Moving to Backloading Austerity
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How QE works and what this means for asset prices and credit
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Some thoughts on Canada’s housing market
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China: Some thoughts on investment and consumption
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Some thoughts on negative deposit rates at the ECB
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On Australia’s Rate Cut
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The A-b-e of economics and Japan’s shrinking population trap
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The ECB’s Draghi sets out a new European economic paradigm
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Draghi Open to Negative Deposit Rate Trumps Rate Cut to Drive Euro Lower
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Outside of US housing, the global economic data are weak
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