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Why I am bearish on the U.S. Dollar
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Stephen Roach: Americans’ abandonment of overconsumption is a good thing
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China is now America’s largest creditor
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Glencore: A Swiss giant on the edge
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Peter Schiff: they laughed at him, now he’s laughing back
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Reverse carry trade borrowing is deadly
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Massive short covering at VW and massive losses for hedgies
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Forced liquidation
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Dollar strength is an illusion
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Charts of the day: US macro disequilibria
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