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Forecasts
Implications of the German elections for the economy and markets
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Tapering and the shift from QE toward forward guidance
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China: Rebalancing and long term growth
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Yield Bubble Intact and Inflating
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How to invest to avoid a Chinese slowdown
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The global cyclical recovery will continue
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The US market’s advance is predicated on multiple expansion
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Five reasons the Fed’s taper will begin in September
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Why I am relatively upbeat about Europe
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Much Ado About Nothing
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