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retail
Some thoughts on the Walmart minimum pay increase
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Auto sales stalling for the fourth month on the trot
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The latest poor numbers coming out of the auto sector
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You should be concerned about falling car prices and Ally’s profit warning
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The Importance of China’s New VAT
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Why I am now officially on recession watch
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US Economy: Q1 as a mid-cycle pause
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The oil glut, Black Friday retail and falling yields
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Thoughts on Japan’s new recession
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Detailed analysis and thoughts on the Alibaba IPO
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