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The case for US small-cap stocks

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Chart of the Week - A parting of the ways as bonds price more risk
Weekly Market Update – Near-term risk crosscurrents
The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa
Medicare drug price negotiations – Not as simple as the headlines would imply
Chart of the Week - Pricing of risk suggests it is time for bonds
Weekly Market Update – Higher and higher, for now
Weekly Market Update – Divergence is the theme
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