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Alpha Sources.CV
Economics, financial markets and the occasional fiction

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Data for charts are sourced from FRED, OECD, Eurostat, IMF, BIS, Market Watch, Yahoo/Google Finance, Investing.com, COT, Bloomberg or Quandl unless otherwise stated.

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Random Shots - Return of the Deflation Trade?
Eurozone watch, Global Economy, US Economyclaus vistesenMarch 11, 2011Federal Reserve
Endgame: The End of the Debt SuperCycle and How It Changes Everything
Global Economy, Monetary Policy, Theoretical Momentsclaus vistesenMarch 7, 2011John Mauldin, Jonathan Tepper, The Endgame
Inflation v Deflation - Which Door do you Pick?
Emerging economies, Global Economy, International Trade and Economics , Monetary Policyclaus vistesenFebruary 28, 2011Deflation, Inflation, stagflation
Other Alpha Sources
Other Alpha Sourcesclaus vistesenFebruary 21, 20113D printing, China, climate change, clouds
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