(1) Fed to EMs: “We wish you well.” (2) “Your problems are not our problem.” (3) A sanguine assessment. (4) Turkey and India act. (5) A scenario for tempering tapering. (6) EM crisis could boost dollar and depress US inflation. (7) US import prices deflating. (8) Weak stocks: Just a correction, or something worse? (9) From P/E-led to E-led bull market. (10) Both Cyclical and Defensive sectors hard hit ytd.
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