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Europe
Credit growth remains the weakest link in Eurozone recovery
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The Dollar Rides High against Majors, while Emerging Markets Recover
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Italy is the Weak Link in Europe
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The market is not the economy
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Why the EM meltdown doesn’t change my positive macro view
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Fed tapering moving hot money from EM to Europe
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Europe is the main beneficiary of flows from emerging markets
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My updated European macro outlook for 2013 is positive
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There are four main drivers in this week’s markets
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Currencies: corrective pressures dominate on growth differentials
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