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Europe
News flow as European shares outperform the US
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Re-opening, the pandemic and a potential double dip
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The coronavirus pandemic is worsening
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Some thoughts on the bullish narrative
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What about the virus?
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Bullish thoughts about Europe’s recovery
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The post-coronavirus view of Italian government debt
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Defining crisis and predicting outcomes in an environment of maximum uncertainty
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Bullish US and EU data as we wait for the US jobs numbers
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A breakdown of the post-war global Western alliance
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