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Japan
The Bank of Japan’s inaction and the Fed’s tightening bias with GDP slowing
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Why China cares about Japan’s negative rates
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My thoughts on the US Q4 2015 GDP numbers
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Using QE instead of rate cuts for cycle trough stimulus for US adjustment
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Japan redux: Fed rate hikes are coming this year, but at what pace?
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Five Investing Themes That Need Further Examination
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Why deflationary pressure in China mandates monetary tightening, not loosening
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Economic and market themes: 2014-11-21 US, oil, Japan, and China
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Thoughts on Japan’s new recession
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Abenomics 2.0 – Just What Are They Trying To Achieve?
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