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Credit Writedowns
Browsing yearly archive
2015
Front-running the Fed on interest rate hikes
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The Varoufakis conundrum
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More on the new internet bubble
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My thoughts on the latest US economic data points
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Upgrading German and European growth
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Losing the narrative in Greece
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Euro parity and GBP and USD current account balances
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Wolfgang Schaeuble the Salesman
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EM turmoil and Eurozone laggards
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Greek default
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