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Europe
Some thoughts on Ukraine, part 1
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European, Japanese, and Ukrainian-Russian deflation
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Eurozone credit contraction continues
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More Thoughts about Potential for QE from the ECB
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Three PMI Surprises, but France Takes the Show
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Using the Texas annexation of 1845 to think about Putins’s motives
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Russia and China’s challenge to US hegemony
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Economic and market themes: 2014-03-14
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Renzi’s Day
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On the recovery in Europe’s periphery and loss socialization
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