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Jobs report means multiple hikes may be coming to a slowing US economy
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The faltering US economy, currency wars and the Fed
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A brief mental model for thinking about monetary policy and resource misallocation
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Oil capex, resource misallocation and the global growth slowdown
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Jensen: How long bonds could actually outperform equities
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Chinese devaluation crisis has limited US impact so far
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Bearish signals: Yield curve flattens, spreads widen, China devalues as Fed prepares hikes
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US growth in 2-3% range is dollar bullish but EM bearish
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More on king dollar and EM (and shale producer) vulnerability
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Did lending by foreign banks really cause the Greek debt crisis?
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