Credit Writedowns
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Credit Writedowns
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2012
The Spanish Budget 2013: pension raid may forestall sovereign bailout
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The French Budget 2013: not very austere
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Ten Macro Observations to End The Week
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US economic surprise index sharply higher going into election
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Dennis Gartman on commodities, reserve currencies and gold
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Why oil prices are in a secular uptrend
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Is it inflation or negative real rates that matter now for investors?
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Rajoy was hoodwinked and now Spain faces a debt deflationary spiral
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Daily: Inflation worries in a fundamentally deflationary episode
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Biflation: inflation in the things you need, deflation in the things you don’t
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