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Europe
The Investment Climate in Six Points
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Some brief thoughts on the eurozone breaking up
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Europe: Italy’s call for a stimulus – structural reform trade-off will happen
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On the economic consequences of the politics in the US, Germany and Europe
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Revisiting predictions from 2011 on China and Europe
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Implications of the German elections for the economy and markets
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Today’s European periphery data points are bleak
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Spain: Some thoughts on Catalonia and secession
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Spain: The recession may be ending but the crisis continues
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Tapering, Chinese stabilization, European recovery, Japanese investors
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