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United States
Economic and market themes: 2014-08-01 US, China, Argentina, France
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Upbeat cyclical trends are juxtaposed to underlying financial fragility
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US GDP numbers and Russian sanctions scenarios
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Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation
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Ukraine, US subprime and the erosion of US financial hegemony
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Some brief thoughts on framing the war in Ukraine
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The political economy of the military conflict in Ukraine
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Exaggerating the dollar’s demise as reserve currency
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A Limited Central Bank
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More on the accelerating economies in the US and the UK
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