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Jason Wood

Anshu, certainly you're correct that deleveraging goes throughout the global system. I would submit that Europe (where the ECB has fought rate cuts violently) is the more immediate risk on that front.

Anshu Sharma

Very informative.

But don't forget the deleveraging in economies like India and China too. The global engines of "growth" that are currently subsidizing oil for their citizens to the tune of $100 bn plus. When they can't do that anymore what happens to commodities?

Let the games begin. ;)

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