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Paul Murphy is the founding editor of FT Alphaville.
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While Lagarde and Juncker go at it in the policymaker equivalent of hammer and tongs over timetables, there’s a risk here of people forgetting the numbers involved. Because they don’t add up.
Consider these two tables from David Mackie at JP Morgan. Click to enlarge. Read more
1.On the hypothetical eventuality of no more petrodollars
2.Jim Rogers' contrarian view on Russia
3.The liquidity monster that awaits
4.Oil-price decline: the bank-exit liquidity theory
5.Lies, damned lies, and liquidity expectations
8.Baltia: the oldest, newest, airline that isn't
9.Are some workers "slacker" than others?
1.Markets Live: Wednesday, 26th November, 2014
2.ECB, QE and so long to that damn negativity
3.Markets Live: Tuesday, 25th November, 2014
4.Baltia: the oldest, newest, airline that isn’t
5.FirstFT (the new 6am Cut)
6.What is going on with the UK’s current account balance? Part 5
7.Jim Rogers’ contrarian view on Russia
8.Oil-price decline: the bank-exit liquidity theory
9.The economic effects of the Obama immigration order
10.Private money vs totally-public money, plus some history
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