(1) Half right, half wrong. (2) Why are bonds so TIPSy? (3) An astonishing correlation between gold and TIPS yield. (4) Inflationary expectations still falling. (5) Normalization is painful for bond investors. (6) Global credit crunch again? (7) EMs getting crushed. (8) Another bearish article on China. (9) EMs matter more than ever. (10) Can America succeed as it did in the 1990s? (11) Forward earnings at yet another record high.
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