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Reflation Ahead In Early 2012 - But Not For Gold

posted by Avatar andes 149 days ago in Commodities

In my last major piece, written in May, I wrote that the focus in the eurozone ought to be less on lagging inflation. and more on prospective weakening growth, and favoured owning 2-5 year German fixed income outright, and vs UST. This has worked well, ...
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