Credit Writedowns
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Credit Writedowns
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2011
Chart of the Day: International Manufacturing Compensation Costs Compared
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Dollar Softer As Markets Head Into Holiday Mode
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News Links: The ECB’s back-door bail-out for Italy, Spain, Belgium, and… France?
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Chart of the Day: U.S. Real Earnings through November 2011
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Market Sentiment Improves After ECB LTRO
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Chart of the Day: The ECB Balance Sheet
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Is a eurozone bailout already in play?
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On the ECB’s Long-Term Refinancing Operation and 2012 macro ideas for investors
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On Liquidity: Watch What the ECB Does, Not What It Says
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Auerback: Solvency Starts with the ECB
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