Credit Writedowns
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Credit Writedowns
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2013
On the importance of supply side problems
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Moving away from the new normal: PIMCO’s secular preview questions
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On the Portuguese and Irish bailout extension
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Republicans to focus on sequester as debt ceiling to be raised
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On Germany’s avoiding recession
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Problems in global housing markets
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Links: 2013-01-20
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Italy: Economy Rotting as Focus all on Elections
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The dearth of safe assets most benefits sovereign issuers… for now
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Spain: Bad debts’ rise to record is why crisis will return
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