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United States
Supply-side economics likely to dominate Trump’s economic agenda
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The dollar bull market will eventually break something
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Upbeat about the near-term, dubious on the longer-term
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Tuning out political hysteria in the US
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In defense of the Fed’s rate hike campaign
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Donald Trump and the return of Rockefeller Republicanism
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Some initial thoughts on Trump’s victory
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Re-calibrating our thinking about Brexit after MPC rate cut
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Why I’m on US recession watch despite 2% growth
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Multiple Fed officials now signalling rate hikes
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