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Credit Writedowns
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January 2012
Banking Wasn’t Meant to Be Like This
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Greek private sector involvement: So what?
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News Links 01/28/2012
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Chart of the Day: Permanent Zero and Personal Interest Income
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Headline 4Q-2011 GDP Growth of 2.75% Masks Mixed Signals
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The Twilight of the Leisure Class
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The Ultimate QE is the Fed’s Coming Purchase of Real Assets
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On how Portugal is the next Greece
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Stephen Roach on US, the Fed, China, and Europe
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I repeat: The Fed’s Permanent Zero rate policy is toxic
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