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morning-run · market-watch · 30 Jul 2014 · 6 mins listen
Dr. Michael A. Yoshikami, Founder and Chief Executive Officer, Destination Wealth Management in San Francisco, discusses Q2 earnings, the health of the US corporate sector, the impact of declining public investment on growth, the influence this will have on central banks to normalise monetary policy, this week's FOMC meeting, the recent runup in EM stocks, HK-USD Peg and China's very cheap valuations.
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