Credit Writedowns
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Credit Writedowns
Browsing yearly archive
2020
Predicting post-coronavirus outcomes
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What about the virus?
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Re-calibrating forecasts and relative value in a post-lockdown world
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Policy errors during a balance sheet recession and 25% unemployment
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Hope reigns supreme despite the poor economic outlook
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The jobs picture, coronavirus response protocols and mental health
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Handicapping economic outcomes after the third phase of recession
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Sweden’s economy holding up as the rest of Europe suffers
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Entering the third phase of recession
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My take on the three d’s of depression
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