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United States
Chart of the day: Chronic American excess capacity
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More on how the NSA scandal is negatively affecting the cloud
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Chart of the day: Does this violate key principles of money creation?
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Fed’s securities purchases blunt the impact of convexity hedging
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Asset-price fuelled boom gives way to global rout in equities led by Japan and EM
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When will the rise in US mortgage rates hit consumer demand?
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More links on the NSA Spying Scandal
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My thoughts on the NSA Spying Scandal
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Outlook in US, UK, Japan and Australia
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Weak income growth should hold back US consumer spending
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