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  1. Gavyn Davies is co-founder of Fulcrum Asset Management and Prisma Capital Partners , and writes a regular blog on macroeconomics at ft.com

    本文作者是Fulcrum资产管理公司和PrismaCapitalPartners的创始人之一,定期在ft.com上撰写有关宏观经济的博客。译者:薛磊