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Australia cuts as global growth slows

My thesis for the global economy right now is that global nominal GDP growth will continue to slow, leading to more policy accommodation, with the outliers converging toward zero. The question mark in this is the Federal Reserve. Generally,…

Nine Event Risks in the Week Ahead

The investment climate has proven extremely difficult for investors to navigate. Fed tapering and better world growth was to lead to higher interest rates. Yet interest rates for the developed world have fallen sharply in recent weeks.…

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