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Macro Themes I
Inflation/Deflation, Yields, Liquidity Cycle, Growth and Markets
Inflation, 10-Year Treasury Yields and the Federal Fund Rate (coming soon)
Monetary Inflation – Evidence from Gold Price Regimes
Out of sync; Stock-market returns vs. growth in per capita GDP, 1988 – 2010, in local currency
Global Liquidity Cycle Index, Monthly 1965-2011
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