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« Weighing the Week Ahead: Here Come the Candidates! | Main | When Something Goes Wrong: The Case of JP Morgan Chase »

May 08, 2012


Angel Martin

Jeff, interesting article.

As previously discussed, i don't agree about the likely outcome in europe. I do agree with the idea that the impact of a deep recession in europe might not have much long term impact on the US market. But with growth so slow, would not almost any outside shock be enough to push the US into recession as well, even if it's just a consumer confidence shock from nasty pictures in europe?

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