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Stronger Global Growth Expected January 28, 2010

On January 26, the International Monetary Fund (IMF) hiked its 2010 global GDP forecast from 3.25% as of last October to 3.9...
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Corporate Earnings Season January 20, 2010

The corporate earnings season is fully underway and we are tracking closely the results on a company-by-company basis. We ha...
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China and Brazil Watch January 11, 2010

In our January 4 Outlook, we contrasted the accelerating economic strength of China, India, and Brazil with the struggling U...
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Review of the Fourth Quarter and Year 2009 January 7, 2010

Amid further evidence of global economic recovery, many of the trends dominating financial markets since early March were ex...
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Review of the Third Quarter 2009 November 4, 2009

In defiance of the laws of investment gravity, equity markets around the world soared during the 3rd quarter. The Standard &...
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