Credit Writedowns
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Hope reigns supreme despite the poor economic outlook
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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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Gauging post-lockdown economic outcomes as the US economy contracts 4.8%
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Negative sentiment, the oil price collapse and re-opening business
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Bullish thoughts about Europe’s recovery
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Broadening my content filter on Covid-19 and the economy
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Asset allocation worries and pain in the oil patch
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Reality is setting in, but only slowly
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