Report Detail Summary

Around the World in 90 Days: Part II

September 25, 2013

In the aftermath of the financial crisis, much of the developed world followed the U.S. monetary lead and adopted a similar policy. On the fiscal side, the differences were much more pronounced. The U.S. advocated a Keynesian-tailored stimulus package, while many of the European nations took a different approach.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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