George Bory, Wells Fargo Securities Head of Credit Strategy, says the march back towards cash is well underway. Libby Cantrill, PIMCO Head of Public Policy, thinks the chances of a big infrastructure package are higher than markets seem to think. Mark Gilbert, Bloomberg Opinion Columnist, says we are nearing a bear market. Wolfgang Munchau, Eurointelligence Director, thinks people are overestimating the power of Germany to influence Euro states. 
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