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Further further reading

For the commute home,

- A collection of economics papers on monetary policy at the zero lower bound.

- Don’t expect hawkish language in tomorrow’s FOMC statement.

- Crisis fatigue.

- A contrarian view on Japan.

- China’s SAFE investment company has taken small but discrete stakes in most FTSE 100 companies, with the biggest stakes in energy and basic materials.

- Review of a new book about Smoot-Hawley.

- USD still winning the race to the bottom.

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