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Economic Data
Fed rate hikes, the European economy and the Brazilian slowdown
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When do we decide that Europe must restructure much of its debt?
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US economic data pointing up, bolstering Fed tightening bias
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Yield curve inversion in the US when the Fed hikes
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Why deflationary pressure in China mandates monetary tightening, not loosening
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Will India be the big surprise for 2015?
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My reading of the FT on China’s “turning away from the dollar”
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The bullish US jobs report
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How might a China slowdown affect the world?
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Positive baseline economic outcomes and more on oil’s global growth dividend
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