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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.Meet the man who could own Aviva France
2.A portrait of the takeover artist as a young man: Warren Buffett's 1965 letter
3.Why isn't the Fed worried about collapsing breakevens?
4.When the commodity rents stop flowing...
5.Noble Group, an 'asset light' commodity nomad
6.A tale of two deflations, in one chart
9.Some StanChart reading
10.US bank assets, then and now
2.When the commodity rents stop flowing…
3.Bonar turns into subpoena
4.Markets Live: Friday, 27th February, 2015
5.The Bank of England’s balance sheet in looong-term perspective
6.Negative rates and Gesell taxes: how low are we talking here?
8.Quindell ain’t for sale whole
9.About that $9 trillion global non-bank credit exposure…
10.“If it were a museum, some say that it would probably be the best museum in the world”
© The Financial Times Ltd 2015
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