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Rotation toward value, Covid-19 spikes and electoral disputes
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Double dip is now the base case for the global economy
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Shutdowns and double dips
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The Macro Themes That Matter, Part 2, Mea Culpa Double Dip Edition
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The Macro Themes That Matter, Part 1
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Scalability and the K-shaped recovery
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Chinese GDP, European double dip and Norway as the model
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Two alternative takes on the recession and on coronavirus
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Sanguine about the near term but concerned about future trends
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No stimulus, no problem?
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