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News Archive
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May 24, 2010
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Global Asset Allocation themes pt2
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September 20, 2007
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Oil becoming a risk to consumer
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Resources. IP & the USD
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March 19, 2008
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Normally there is a good relationship between global IP momentum and the CRB. Global IP momentum has eased (with more to come), yet the CRB had pushed higher.
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It would be unusual for the USD to recover while the real fed funds rate is low and is expected to remain so for some time.
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