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double dip
ADP data point to downside economic risk in US
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Pre-inaugural fiscal relief unlikely
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Double dip is now the base case for the US as well as the global economy
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Data show W-shaped recovery is taking hold
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German industrial output for Q4 2012 likely below Q3 output
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The US election and the fiscal cliff
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Why negative nominal rates may be the Fed’s next big move
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The euro zone’s manufacturing contraction is now driven by Germany
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Why I don’t believe housing has put in a secular bottom
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The municipal meltdown in double-dip Europe is a clear warning sign
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