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A summary of the factors driving global markets over the last month.
Mostly stable, mostly moderate
Cyclically lower, structurally unchanged
How demographic change will affect savings, growth and interest rates
The cost of capital in China's changing markets
The tide has turned for the U.S. dollar
The path of the U.S. dollar: Looking forward by looking back
Pascal���s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.