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Global resignation: we've finally reached the point where very nearly everything is giving in.
Deflation and recession are everywhere. Almost. Of the few holdouts, only some of the US labor data starting with the least serious of the accounts. Apart from it, markets and macro are almost completely in sync. The ambiguity of previous months is melting away in favor of clarity.
Eurodollar University's Money & Macro Analysis
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THE EPISODES
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The skinny
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