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Economic Data
US growth to accelerate while Chinese deceleration closes on political limit
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Canadian housing, Russian economy, Twitter bubble, and bogus tax proposals
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Europe on the mend and China decelerating
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Could the US economy accelerate higher in 2014
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Secular versus cyclical factors in equity markets
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Dealing with confirmation bias in macro analysis at market turning points
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Four key reasons for capex accelerating
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Edward Harrison’s Ten Surprises for 2014, Update 1
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The lower bound of central bank effectiveness
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Some thoughts on Ukraine, part 1
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