(1) What about Ben? (2) Reflationists vs. Deflationists. (3) ZIRP and QE vs. deflation. (4) A big myth about bank reserves. (5) The Zimbabwe solution. (6) If all else fails. (7) The dollar is no longer best of a dodgy breed. (8) Commodity prices aren’t confirming weakness in Chinese imports. (9) Despite Q2 positive surprise, analysts aren’t boosting their earnings forecasts. (10) It’s a Materials world. NOTICE: Our Morning Briefings are now available on FactSet.
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