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Economic Data
US retail sales are slowing
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US growth on track once the debt ceiling impasse is overcome
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Some brief thoughts on the eurozone breaking up
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Jobless claims suggest US GDP growth is peaking
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On the economic consequences of the politics in the US, Germany and Europe
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A retrospective on the crisis and thoughts on where we are headed
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Today’s European periphery data points are bleak
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In Spain, simply doing nothing is not an option!
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Evidence mounts that China has escaped the worst of emerging markets rout
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Tapering, Chinese stabilization, European recovery, Japanese investors
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