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Economic Data
RBS: The bears have killed Goldilocks
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Is there a US Goldilocks scenario possible for 2016?
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The Fed rate hike and the potential for US recession
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The faltering US economy, currency wars and the Fed
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The Fed’s reaction function and why I am not talking about US recession yet
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The flagging German economy
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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 Chinese currency crisis: a mental model on catalysts, contagion and vulnerability
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Chinese devaluation crisis has limited US impact so far
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