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2015: Oil Change for the Global Economy, Non-US Edition
https://trendmacro.com/system/files/reports/20141231TrendMacroLuskinNonUS-OD.pdf
Donald L. Luskin
Wednesday, December 31, 2014
Break up the BRICs -- BR losers, IC winners. Abe gets a do-over, and the EA gets QE.