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A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading this morning on the Web

Citi’s U.K.-based credit strategist Matt King is an interesting thinker, but, for the purposes of context, readers should be aware that he has been consistently bearish in most markets – fixed income and global equities – in recent years. Mr. King’s overriding view is that monetary stimulus, notably in China and by the Federal Reserve, has been the primary driver of asset values in the post-crisis era.

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