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Europe
Is the ECB doing QE?
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Divergence in ECB and Fed rate regimes will drive portfolio shifts
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A government bond bullish scenario is taking form
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The disaster in Europe versus data in the US (plus China and Argentina)
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Cyclical recovery petering out before it hits middle class
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Edward Harrison’s Ten Surprises for 2014, Update 2
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My thoughts on weakness in Europe and China
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The Italian Runaway Train
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Economic and market themes: 2014-08-01 US, China, Argentina, France
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US GDP numbers and Russian sanctions scenarios
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