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Emerging Markets
More on king dollar and EM (and shale producer) vulnerability
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King dollar and the global economy
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Pie in the Sky
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The crashing oil price is now a market crisis problem
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Saudi Arabia’s price war and the oil and Russian ruble crisis
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Will India be the big surprise for 2015?
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Candidates for tail risk in 2015
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Economic and Market Themes: 2014-10-27 US, Europe and China
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Market signals of slower economic growth are mounting
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Economic and market themes: 2014-06-27 Fed will trigger the next crisis
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