


(click here if charts are not observable)



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Stag is a certainty, either in the form of stagflation or stagnation, according to UBS’s Lutfey Siddiqi. He tells John Authers why and also explains that technology may not help avoid this gloomy outlook and could even make it worse.
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John Authers explains why surprising US employment data have left the market pricing a rate rise next month as a virtual certainty.
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The global economy stays cold enough to keep central banks pumping out easy money, but not so cold that it degenerates into another Great Recession. John Authers explains the continuing resilience of world stock markets.
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