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Government deficits are the biggest driver of elevated corporate margins
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Public pension accounting and low nominal GDP growth
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German Pensioners have lost 20% of their purchasing power since 2000
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Eight Drivers of the Foreign Exchange Market in the Week Ahead
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When Career Risk Reigns
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Dennis Gartman on commodities, reserve currencies and gold
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Is it inflation or negative real rates that matter now for investors?
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Biflation: inflation in the things you need, deflation in the things you don’t
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Retail investors jump into syndicated loans
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Daily: On Apple’s record iPhone upgrade cycle boost
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