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Tim Duy

 
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  • China, Day One
    Jun. 22, 2010 CYB, CNY Comment!
  • China Moves on Currency Proclamation. Or Not.
    Jun. 21, 2010 CNY, CYB, FXI 2 Comments
  • Wasting a Good Crisis
    Jun. 7, 2010 EZU, FXE, ERO 2 Comments
  • More on the European Impact
    Editors' Pick • May. 23, 2010 VGK, IEV, FXE 7 Comments
  • Disconnect at the Fed?
    May. 20, 2010 2 Comments
  • Is the European Crisis a Net Positive for the U.S.?
    Editors' Pick • May. 18, 2010 SPY, IVV, DIA 16 Comments
  • U.S. Economy: Recovering, But Still Unbalanced
    May. 5, 2010 SPY, DIA, AGG 1 Comment
  • We Can't All Be (Net) Exporters
    Apr. 30, 2010 SPY, DIA, AGG 7 Comments
  • The Economy Is in a Sweet Spot
    Apr. 20, 2010 DIA, SPY, QQQ 12 Comments
  • Consumers Come to Life; Still, Fed Remains on Hold
    Apr. 15, 2010 RTH, XRT, DIA 2 Comments
  • What Could Derail Recovery?
    Apr. 13, 2010 6 Comments
  • Monetary Policy: Stuck in the Middle
    Apr. 12, 2010 DIA, SPY, QQQ 1 Comment
  • Analyzing Real Personal Income Less Transfer Payments
    Mar. 8, 2010 1 Comment
  • The Fed: Dismissing Deflationary Pressures?
    Mar. 2, 2010 SPY, DIA, AGG 2 Comments
  • Fed Policy Tightening: Playing the Devil's Advocate
    Feb. 5, 2010 SPY, DIA, AGG Comment!
  • On Dissent at the Fed
    Editors' Pick • Jan. 28, 2010 SPY, DIA, AGG 2 Comments
  • The Recovery Isn't About Interest Rates ... Yet
    Editors' Pick • Jan. 15, 2010 SPY, DIA, AGG 25 Comments
  • Despite Improvements, The Path to Recovery Remains Uncertain
    Editors' Pick • Jan. 5, 2010 SPY, DIA, AGG 5 Comments
  • Treasury's GSE Announcement: Why on Christmas Eve?
    Dec. 29, 2009 FMCC, FNMA 4 Comments
  • Cyclical and Structural Dynamics in U.S. Economic Activity
    Dec. 7, 2009 2 Comments
  • Bubbles Abroad Shouldn't Prevent the Fed from Acting
    Dec. 3, 2009 SPY, DIA 7 Comments
  • Ahead of Black Friday: Has Consumer Confidence Been Restored?
    Nov. 25, 2009 IYR, SPY 17 Comments
  • The Fed Backed Itself into a Corner
    Editors' Pick • Nov. 22, 2009 SPY 43 Comments
  • Should the Federal Reserve Be Doing More?
    Nov. 16, 2009 11 Comments
  • Is the Current Economic Growth Sustainable?
    Editors' Pick • Oct. 30, 2009 SPY 8 Comments
  • Hawkishness Prevails in Government Policy
    Editors' Pick • Oct. 2, 2009 SPY, DIA 5 Comments
  • The Fed: Rushing for the Exits?
    Editors' Pick • Sep. 25, 2009 SPY, DIA 8 Comments
  • U.S. Strategy for G20 Doesn't Work
    Sep. 22, 2009 SPY 4 Comments
  • Even with Growth, Markets Have a Long, Hard Road Ahead
    Editors' Pick • Sep. 21, 2009 SPY, DIA 6 Comments
  • August 'Rebound' in Confidence: Not Much of a Rebound
    Sep. 14, 2009 DIA, SPY, QQQ 6 Comments
  • Trade Activity Up, But Rebalancing Has Stalled
    Sep. 11, 2009 SPY, DIA 1 Comment
  • Riding the Fed's Trading Train
    Editors' Pick • Sep. 10, 2009 SPY 11 Comments