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Credit Writedowns
Browsing yearly archive
2020
Rotation toward value, Covid-19 spikes and electoral disputes
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Addendum on divided government
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Divided government, stimulus anxiety and Covid-19
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Double dip is now the base case for the global economy
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Shutdowns and double dips
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The Macro Themes That Matter, Part 3, Markets Edition
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The Macro Themes That Matter, Part 2, Mea Culpa Double Dip Edition
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The Macro Themes That Matter, Part 1
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Scalability and the K-shaped recovery
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Chinese GDP, European double dip and Norway as the model
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