Research & Videos
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1. |
00:00 |
Introduction |
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2. |
01:04 |
Global PMI down since February, Trade Particularly Weak |
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3. |
02:00 |
Growth Divergence in the Anchor Economies |
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4. |
02:57 |
China Government to Blame for China's Domestic Slump |
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5. |
03:06 |
U.S. Driving Rates up in DM, China Driving Rates Down in EM |
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6. |
04:54 |
Rare for Fed to Raise Rates with CRB Falling |
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7. |
06:02 |
Growth Divergence Resolved with U.S. Weaker in 2016 |
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8. |
07:15 |
Rising Bond Yields Tend to Slow Expansions with a Lag |
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9. |
07:28 |
Higher Energy Prices Act to Slow Activity as Well |
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10. |
07:33 |
Stronger Dollar Weaker Global the Norm |
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11. |
08:23 |
Some Important Sectors of U.S. Economy Look Soft |
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12. |
08:45 |
U.S. Goods Price Inflation to Fall Based on Dollar Rally |
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13. |
09:29 |
Final Thoughts |
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14. |
15:27 |
Appendix 1 - Important Disclosure Information |
