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United States: Revisiting our “Year of Two Halves” Theme
By Christian Menegatti and Prajakta Bhide
- We maintain our calls for a subpar recovery in the United States (and in most of the advanced world) and for a V-shaped recovery in much of the emerging world.
- Leading indicators are pointing to a slowdown but not a double-dip recession.
- With no inflation in sight,…
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