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Michael Hodel

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  1. Our Outlook for the Credit Markets

    The corporate bond market will probably struggle to return much above break-even in 2014.

  2. Fasten-Seatbelt Sign Lights Up in Second Quarter

    Anxiety leads to sell-off--and some buying opportunities.

  3. Our Take on the First Quarter

    The Fed steps into the storm; stagflation worries persist.

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