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Credit Writedowns
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2013
The Trillion Dollar Coin would be bullish for Treasurys
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The Trillion Dollar Coin is a duration trade
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Spain’s Public Debt in 2013
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More on Abenomics: Japan’s Thermidor
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On Japan, Stimulus, Currency Depreciation and Inflation
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Negative credit accelerator from the fall in France’s housing market
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Chart of the Day: Japan’s Sectoral Balances
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Links: 2013-01-07
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Helicopter Ben alert: The Fed really is printing money
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The Difficult Part of US Fiscal Negotiations Is Still Ahead
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