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Look, one of the reasons I created the whole Economic Revolution thing here on Forbes was to try to knit together an understandable narrative about the future economy that a broader audience could read, digest, and understand without an advanced degree in the subject.
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Another prevailing narrative is that the stronger economy is driving the market higher.
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What one might have hoped for from Mr Soros was a simple narrative describing the pickle that the world economy has got itself into, the role played by financial markets and practitioners such as himself, and, above all, some concrete and coherent suggestions about what should be done.
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The emerging narrative seems to be that the rest of the economy looks even weaker than defense, and it will take years before Pentagon spending reductions really begin to bite.
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Labour's narrative was once devastatingly clear: the revenues from a buoyant economy should correct the historic underspend on public services.
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The economy is clearly slowing down, though the hard landing narrative is still a worst case scenario rather than a certain one.
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Miss Tett does a fine job with the narrative, and in setting one bank's story in the larger tragedy of Japan's broken political economy.
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